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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 7,732 | $2.61M | 0.03% | +354+4.8% | Added |
| Pathstone Holdings, LLC | 7,735 | $2.61M | 0.01% | −1,885−19.6% | Reduced |
| Credit Agricole S A | 7,996 | $2.70M | 0.01% | +7,996 | New |
| New Mexico Educational Retirement Board | 8,000 | $2.70M | 0.08% | +700+9.6% | Added |
| KLP Kapitalforvaltning AS | 8,100 | $2.73M | 0.01% | +700+9.5% | Added |
| James Investment Research Inc | 8,184 | $2.76M | 0.30% | +1,411+20.8% | Added |
| Federation des caisses Desjardins du Quebec | 8,297 | $2.80M | 0.01% | −2,619−24.0% | Reduced |
| HSBC Holdings PLC | 8,565 | $2.87M | 0.00% | +2,537+42.1% | Added |
| Renaissance Technologies LLC | 8,500 | $2.87M | 0.00% | +8,500 | New |
| Northwestern Mutual Investment Management Company, LLC | 8,604 | $2.90M | 0.04% | +577+7.2% | Added |
| Northwestern Mutual Wealth Management Co | 8,835 | $2.98M | 0.00% | −344−3.7% | Reduced |
| Essex Investment Management Co LLC | 8,958 | $3.02M | 0.46% | −1,603−15.2% | Reduced |
| Mercer Global Advisors Inc | 9,109 | $3.07M | 0.01% | +4,942+118.6% | Added |
| Handelsbanken Fonder AB | 9,137 | $3.08M | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 9,205 | $3.11M | 0.01% | +600+7.0% | Added |
| Fifth Third Bancorp | 9,248 | $3.12M | 0.01% | −279−2.9% | Reduced |
| Eagle Rock Investment Company, LLC | 9,268 | $3.13M | 0.47% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 9,428 | $3.18M | 0.48% | +9,428 | New |
| Amundi | 9,784 | $3.19M | 0.00% | +9,784 | New |
| Deutsche Bank AG | 9,448 | $3.19M | 0.00% | +571+6.4% | Added |
| O'Shaughnessy Asset Management, LLC | 9,641 | $3.25M | 0.02% | +573+6.3% | Added |
| CI Private Wealth, LLC | 9,652 | $3.26M | 0.01% | +806+9.1% | Added |
| Truist Financial Corp | 9,869 | $3.33M | 0.00% | −210−2.1% | Reduced |
| Public Sector Pension Investment Board | 9,900 | $3.34M | 0.01% | +9,900 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,906 | $3.34M | 0.02% | +669+7.2% | Added |
| Holocene Advisors, LP | 9,926 | $3.35M | 0.01% | −163,345−94.3% | Reduced |
| Laurion Capital Management LP | 10,074 | $3.40M | 0.46% | +10,074 | New |
| Campbell Newman Asset Management Inc | 10,227 | $3.45M | 0.25% | +45+0.4% | Added |
| EFG Asset Management (North America) Corp. | 10,442 | $3.53M | 0.46% | −4,893−31.9% | Reduced |
| F/M Investments LLC | 10,491 | $3.54M | 0.14% | −127−1.2% | Reduced |
| Louisiana State Employees Retirement System | 10,700 | $3.61M | 0.06% | +600+5.9% | Added |
| Teachers Retirement System of the State of Kentucky | 10,736 | $3.62M | 0.03% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 10,853 | $3.66M | 0.04% | −35,683−76.7% | Reduced |
| Waratah Capital Advisors Ltd. | 10,901 | $3.68M | 0.25% | −54,569−83.3% | Reduced |
| Ensign Peak Advisors, Inc | 11,042 | $3.72M | 0.01% | −18,435−62.5% | Reduced |
| BNP Paribas Arbitrage, SA | 11,194 | $3.78M | 0.00% | −3,955−26.1% | Reduced |
| Arizona State Retirement System | 11,439 | $3.86M | 0.02% | +885+8.4% | Added |
| Captrust Financial Advisors | 11,476 | $3.87M | 0.01% | +1,071+10.3% | Added |
| JustInvest LLC | 11,482 | $3.87M | 0.04% | +276+2.5% | Added |
| Rocky Mountain Advisers, LLC | 11,525 | $3.89M | 1.14% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 19,614 | $3.98M | 0.55% | +19,614 | New |
| Landscape Capital Management, L.L.C. | 11,842 | $3.99M | 0.25% | +7,571+177.3% | Added |
| US Bancorp | 11,918 | $4.02M | 0.00% | −1,029−7.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,975 | $4.04M | 0.01% | +1,961+19.6% | Added |
| TD Waterhouse Canada Inc. | 12,529 | $4.15M | 0.03% | +6,201+98.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 12,440 | $4.20M | 0.01% | +134+1.1% | Added |
| Yousif Capital Management, LLC | 12,511 | $4.22M | 0.05% | −125−1.0% | Reduced |
| Citigroup Inc | 12,545 | $4.23M | 0.00% | −4,199−25.1% | Reduced |
| Bridge City Capital, LLC | 12,563 | $4.24M | 1.13% | −204−1.6% | Reduced |
| Nomura Asset Management Co Ltd | 12,570 | $4.24M | 0.01% | +12,350+5,613.6% | Added |
| Brinker Capital Investments, LLC | 12,625 | $4.26M | 0.03% | −47−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 12,774 | $4.31M | 0.02% | +1,030+8.8% | Added |
| Blair William & Co | 12,937 | $4.36M | 0.01% | −178−1.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 13,000 | $4.39M | 0.01% | +13,000 | New |
| Dorsey Wright & Associates | 13,243 | $4.47M | 1.00% | +11,709+763.3% | Added |
| Comerica Bank | 13,372 | $4.51M | 0.02% | −973−6.8% | Reduced |
| Centric Wealth Management | 15,347 | $4.52M | 1.01% | −192−1.2% | Reduced |
| Bridges Investment Management Inc | 13,505 | $4.56M | 0.06% | +807+6.4% | Added |
| Guggenheim Capital LLC | 13,687 | $4.62M | 0.03% | −4,888−26.3% | Reduced |
| Marshall Wace, LLP | 13,960 | $4.71M | 0.01% | +2,265+19.4% | Added |
| Teacher Retirement System of Texas | 14,039 | $4.74M | 0.02% | +70+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,927 | $4.84M | 0.01% | +2,442+19.6% | Added |
| State of Tennessee, Treasury Department | 14,365 | $4.85M | 0.02% | 00.0% | Unchanged |
| Tremblant Capital Group | 14,909 | $5.03M | 0.52% | −2,474−14.2% | Reduced |
| Harbor Advisors LLC | 15,000 | $5.06M | 0.78% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,039 | $5.07M | 0.03% | +2,609+21.0% | Added |
| Creative Planning | 15,415 | $5.20M | 0.00% | +8,275+115.9% | Added |
| Advisory Services Network, LLC | 15,782 | $5.32M | 0.08% | +2,313+17.2% | Added |
| Verition Fund Management LLC | 15,812 | $5.33M | 0.03% | +1,511+10.6% | Added |
| Alps Advisors Inc | 16,087 | $5.43M | 0.03% | −20,712−56.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 16,137 | $5.44M | 0.57% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16,203 | $5.47M | 0.08% | +16,014+8,473.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,318 | $5.50M | 0.04% | +2,313+16.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 17,171 | $5.79M | 0.84% | −6,844−28.5% | Reduced |
| Mutual of America Capital Management LLC | 17,825 | $6.01M | 0.06% | −54−0.3% | Reduced |
| Amalgamated Bank | 17,911 | $6.04M | 0.04% | +1,091+6.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $6.15M | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 18,557 | $6.26M | 0.01% | +5,686+44.2% | Added |
| MetLife Investment Management | 19,811 | $6.68M | 0.03% | +436+2.3% | Added |
| Tribune Investment Group LP | 20,000 | $6.75M | 3.27% | +20,000 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 20,018 | $6.75M | 0.01% | +3,155+18.7% | Added |
| Axxcess Wealth Management, LLC | 20,195 | $6.81M | 0.14% | +1,093+5.7% | Added |
| Gotham Asset Management, LLC | 20,794 | $7.01M | 0.03% | −376−1.8% | Reduced |
| Thrivent Financial for Lutherans | 21,419 | $7.22M | 0.01% | +1,718+8.7% | Added |
| Pinnacle Associates Ltd | 21,705 | $7.32M | 0.10% | +1,765+8.9% | Added |
| Arrowstreet Capital, Limited Partnership | 21,931 | $7.40M | 0.00% | +18,027+461.8% | Added |
| Advisors Capital Management, LLC | 22,144 | $7.47M | 0.09% | +534+2.5% | Added |
| LPL Financial LLC | 22,193 | $7.49M | 0.00% | +12,400+126.6% | Added |
| Zacks Investment Management | 22,307 | $7.52M | 0.06% | +3,502+18.6% | Added |
| Prana Capital Management, LP | 22,416 | $7.56M | 0.25% | −6,828−23.3% | Reduced |
| Lighthouse Investment Partners, LLC | 22,964 | $7.75M | 0.28% | +2,034+9.7% | Added |
| First Trust Advisors LP | 23,792 | $8.03M | 0.01% | −14,993−38.7% | Reduced |
| Bank of Montreal | 24,063 | $8.12M | 0.00% | +16,308+210.3% | Added |
| Two Sigma Investments, LP | 24,241 | $8.18M | 0.01% | +14,994+162.1% | Added |
| Cinctive Capital Management LP | 24,607 | $8.30M | 0.41% | −6,019−19.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 24,995 | $8.43M | 0.42% | −5,900−19.1% | Reduced |
| Colony Group, LLC | 25,663 | $8.51M | 0.01% | +2,543+11.0% | Added |
| Sarasin & Partners LLP | 25,000 | $8.52M | 0.08% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 25,565 | $8.62M | 0.25% | +11,384+80.3% | Added |
| Peregrine Investment Management Inc | 26,160 | $8.82M | 4.34% | +350+1.4% | Added |