Evercore Inc.
EVR- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001360901
No open-market purchases or sales by Evercore Inc. insiders were filed in the last 90 days; 714 institutions reported holding it in 13F filings for Q2 2026, worth $12.2B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Evercore Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 629
- +71 vs. Q2 2025
- Shares held
- 34.7M
- −420.1K (−1.2%) vs. Q2 2025
- Total value
- $11.7B
- +$2.22B (+23.4%) vs. Q2 2025
- New holders
- 126
- 220 more added
- Sold out
- 55
- 192 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 714 | $12.2B |
| Q1 2026 | 657 | $10.5B |
| Q4 2025 | 636 | $11.9B |
| Q3 2025 | 629 | $11.7B |
| Q2 2025 | 566 | $9.65B |
| Q1 2025 | 551 | $6.87B |
| Q4 2024 | 584 | $9.23B |
| Q3 2024 | 514 | $8.41B |
| Q2 2024 | 471 | $7.04B |
| Q1 2024 | 474 | $6.47B |
| Q4 2023 | 437 | $5.70B |
| Q3 2023 | 398 | $4.59B |
| Q2 2023 | 400 | $4.14B |
| Q1 2023 | 421 | $3.75B |
| Q4 2022 | 395 | $3.58B |
| Q3 2022 | 369 | $2.66B |
| Q2 2022 | 382 | $2.98B |
| Q1 2022 | 406 | $3.78B |
| Q4 2021 | 439 | $4.67B |
| Q3 2021 | 426 | $4.64B |
| Q2 2021 | 429 | $5.03B |
| Q1 2021 | 411 | $4.93B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,902,188 | $1.32B | 0.02% | +64,763+1.7% | Added |
| BlackRock, Inc. | 3,455,570 | $1.17B | 0.02% | −114,254−3.2% | Reduced |
| Wellington Management Group LLP | 2,023,520 | $682.6M | 0.12% | +1,459,903+259.0% | Added |
| Invesco Ltd. | 1,353,174 | $456.5M | 0.07% | −54,104−3.8% | Reduced |
| Boston Partners | 1,248,973 | $421.2M | 0.43% | −471,191−27.4% | Reduced |
| TD Asset Management Inc | 1,182,456 | $398.9M | 0.32% | +227,049+23.8% | Added |
| State Street Corp | 1,176,347 | $396.8M | 0.01% | +46,702+4.1% | Added |
| AQR Capital Management LLC | 967,804 | $326.5M | 0.21% | +94,960+10.9% | Added |
| Geode Capital Management, LLC | 940,467 | $317.3M | 0.02% | +108,879+13.1% | Added |
| FMR LLC | 850,442 | $286.9M | 0.01% | −11,608−1.3% | Reduced |
| Morgan Stanley | 620,076 | $209.2M | 0.01% | −17,495−2.7% | Reduced |
| Price T Rowe Associates Inc | 611,819 | $206.4M | 0.02% | −42,516−6.5% | Reduced |
| Capital International Investors | 604,767 | $204.0M | 0.03% | +3,719+0.6% | Added |
| Dimensional Fund Advisors LP | 524,297 | $176.9M | 0.04% | −102,464−16.3% | Reduced |
| JPMorgan Chase & Co | 518,093 | $174.8M | 0.01% | −88,285−14.6% | Reduced |
| Bahl & Gaynor Inc | 444,022 | $149.8M | 0.74% | −20,570−4.4% | Reduced |
| Bain Capital Public Equity Management II, LLC | 434,209 | $146.5M | 6.85% | +186,765+75.5% | Added |
| UBS Group AG | 402,692 | $135.8M | 0.03% | +217,370+117.3% | Added |
| William Blair Investment Management, LLC | 373,148 | $125.9M | 0.33% | −21,940−5.6% | Reduced |
| Bank of New York Mellon Corp | 356,869 | $120.4M | 0.02% | −817−0.2% | Reduced |
| Lord, Abbett & Co. LLC | 354,108 | $119.4M | 0.36% | +224,762+173.8% | Added |
| Northern Trust Corp | 333,474 | $112.5M | 0.01% | +15,855+5.0% | Added |
| Goldman Sachs Group Inc | 326,493 | $110.1M | 0.02% | +75,443+30.1% | Added |
| Fisher Asset Management, LLC | 325,179 | $109.7M | 0.04% | +5,406+1.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 308,401 | $104.0M | 0.35% | −72,628−19.1% | Reduced |
| Paralel Advisors LLC | 300,000 | $101.2M | 3.94% | 00.0% | Unchanged |
| Channing Capital Management, LLC | 266,466 | $89.9M | 2.37% | −97,236−26.7% | Reduced |
| Bank of America Corp | 264,916 | $89.4M | 0.01% | −13,706−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 263,164 | $88.8M | 0.01% | −98,987−27.3% | Reduced |
| Stephens Investment Management Group LLC | 245,310 | $82.7M | 1.07% | −53,170−17.8% | Reduced |
| Millennium Management LLC | 245,071 | $82.7M | 0.07% | −1,001,688−80.3% | Reduced |
| Primecap Management Co | 224,350 | $75.7M | 0.06% | −6,370−2.8% | Reduced |
| Victory Capital Management Inc | 212,048 | $71.5M | 0.04% | +8,317+4.1% | Added |
| Macquarie Group Ltd | 210,481 | $71.0M | 0.08% | +177+0.1% | Added |
| Raymond James Financial Inc | 197,244 | $66.5M | 0.02% | +1,967+1.0% | Added |
| Schroder Investment Management Group | 180,309 | $61.4M | 0.05% | −20,786−10.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 175,992 | $59.4M | 0.15% | +105,189+148.6% | Added |
| Balyasny Asset Management LLC | 172,876 | $58.3M | 0.12% | −22,909−11.7% | Reduced |
| Manufacturers Life Insurance Company, The | 170,085 | $57.4M | 0.05% | −39,537−18.9% | Reduced |
| Global Alpha Capital Management Ltd. | 162,435 | $54.8M | 3.13% | −900−0.6% | Reduced |
| Artisan Partners Limited Partnership | 160,544 | $54.2M | 0.08% | +160,544 | New |
| Franklin Resources Inc | 154,037 | $52.0M | 0.01% | +9,309+6.4% | Added |
| TimesSquare Capital Management, LLC | 148,686 | $50.2M | 0.72% | +43,336+41.1% | Added |
| Azora Capital LP | 128,954 | $43.5M | 2.01% | +128,954 | New |
| Royce & Associates LP | 123,333 | $41.6M | 0.41% | −22,752−15.6% | Reduced |
| ProShare Advisors LLC | 116,866 | $39.4M | 0.08% | −59,345−33.7% | Reduced |
| Artemis Investment Management LLP | 111,644 | $37.7M | 0.47% | +111,644 | New |
| Quantinno Capital Management LP | 111,578 | $37.6M | 0.10% | +17,501+18.6% | Added |
| WCM Investment Management, LLC | 109,840 | $37.4M | 0.08% | −564−0.5% | Reduced |
| Cramer Rosenthal McGlynn LLC | 110,575 | $37.3M | 2.40% | −22,272−16.8% | Reduced |
| Braun Stacey Associates Inc | 108,983 | $36.8M | 1.20% | +4,560+4.4% | Added |
| Rockefeller Capital Management L.P. | 101,049 | $34.1M | 0.07% | −3,010−2.9% | Reduced |
| Retirement Systems of Alabama | 99,839 | $33.7M | 0.11% | −14,572−12.7% | Reduced |
| Rhumbline Advisers | 99,501 | $33.6M | 0.03% | +3,027+3.1% | Added |
| UBS Asset Management Americas Inc | 94,309 | $31.8M | 0.01% | −48,222−33.8% | Reduced |
| Walleye Capital LLC | 93,540 | $31.6M | 0.26% | +58,789+169.2% | Added |
| Principal Financial Group Inc | 88,107 | $29.7M | 0.01% | −54,905−38.4% | Reduced |
| Nuveen, LLC | 88,104 | $29.7M | 0.01% | +748+0.9% | Added |
| New York State Common Retirement Fund | 82,395 | $27.8M | 0.04% | −19,672−19.3% | Reduced |
| Fort Washington Investment Advisors Inc | 77,082 | $26.0M | 0.14% | −5,588−6.8% | Reduced |
| Ieq Capital, LLC | 76,922 | $25.9M | 0.08% | +22,206+40.6% | Added |
| Junto Capital Management LP | 76,518 | $25.8M | 0.54% | −117,964−60.7% | Reduced |
| Canada Pension Plan Investment Board | 76,207 | $25.7M | 0.02% | +8,507+12.6% | Added |
| SEI Investments Co | 75,430 | $25.4M | 0.03% | −2,431−3.1% | Reduced |
| Swiss National Bank | 75,000 | $25.3M | 0.01% | +5,900+8.5% | Added |
| Ceredex Value Advisors LLC | 73,425 | $24.8M | 0.57% | −56,825−43.6% | Reduced |
| Westwood Holdings Group Inc. | 73,015 | $24.6M | 0.18% | −9,831−11.9% | Reduced |
| Bridgewater Associates, LP | 71,283 | $24.0M | 0.09% | +66,540+1,402.9% | Added |
| State of Wisconsin Investment Board | 70,171 | $23.7M | 0.05% | +2,993+4.5% | Added |
| Janus Henderson Group PLC | 69,856 | $23.6M | 0.01% | +21,336+44.0% | Added |
| Basswood Capital Management, L.L.C. | 69,797 | $23.5M | 1.09% | −26,850−27.8% | Reduced |
| Envestnet Asset Management Inc | 69,321 | $23.4M | 0.01% | +11,405+19.7% | Added |
| Legal & General Group Plc | 68,393 | $23.1M | 0.01% | +536+0.8% | Added |
| California Public Employees Retirement System | 68,359 | $23.1M | 0.01% | +1,254+1.9% | Added |
| Kettle Hill Capital Management, LLC | 66,047 | $22.3M | 5.01% | +596+0.9% | Added |
| Neuberger Berman Group LLC | 64,585 | $21.8M | 0.02% | +59,002+1,056.8% | Added |
| Empire Life Investments Inc. | 63,384 | $21.4M | 1.25% | +120+0.2% | Added |
| Barclays PLC | 63,118 | $21.3M | 0.01% | +38,419+155.5% | Added |
| Alliancebernstein L.P. | 60,619 | $20.4M | 0.01% | +2,202+3.8% | Added |
| Treasurer of the State of North Carolina | 59,351 | $20.0M | 0.06% | −8,840−13.0% | Reduced |
| Cookson Peirce & Co Inc | 59,294 | $20.0M | 0.82% | +58,319+5,981.4% | Added |
| Two Sigma Advisers, LP | 58,100 | $19.6M | 0.04% | −29,900−34.0% | Reduced |
| Man Group plc | 57,024 | $19.2M | 0.04% | +3,503+6.5% | Added |
| Epoch Investment Partners, Inc. | 56,768 | $19.1M | 0.11% | +46+0.1% | Added |
| Los Angeles Capital Management LLC | 56,057 | $18.9M | 0.06% | +56,057 | New |
| GW&K Investment Management, LLC | 56,055 | $18.9M | 0.17% | −67−0.1% | Reduced |
| CCM Investment Advisers LLC | 55,812 | $18.8M | 1.85% | −245−0.4% | Reduced |
| Ameriprise Financial Inc | 55,151 | $18.6M | 0.00% | −3,001−5.2% | Reduced |
| STRS Ohio | 54,881 | $18.5M | 0.07% | −35,000−38.9% | Reduced |
| Covea Finance | 54,800 | $18.5M | 0.64% | +54,800 | New |
| Susquehanna Portfolio Strategies, LLC | 54,206 | $18.3M | 0.29% | 00.0% | Unchanged |
| Royal Bank of Canada | 52,018 | $17.5M | 0.00% | −169−0.3% | Reduced |
| American Century Companies Inc | 51,262 | $17.3M | 0.01% | +1,398+2.8% | Added |
| Marsico Capital Management LLC | 50,839 | $17.1M | 0.44% | +50,839 | New |
| Cerity Partners LLC | 50,065 | $16.9M | 0.03% | +8,775+21.3% | Added |
| Wells Fargo & Company | 49,985 | $16.9M | 0.00% | −6,025−10.8% | Reduced |
| Agf Management Ltd | 49,636 | $16.7M | 0.07% | +33+0.1% | Added |
| Russell Investments Group, Ltd. | 49,170 | $16.6M | 0.02% | +1,774+3.7% | Added |
| Allianz Asset Management GmbH | 48,332 | $16.3M | 0.02% | +3,600+8.0% | Added |
| Thames Capital Management LLC | 46,881 | $15.8M | 2.28% | +25,537+119.6% | Added |