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 |
|---|---|---|---|---|---|
| Picton Mahoney Asset Management | 26,513 | $8.94M | 0.11% | −3,342−11.2% | Reduced |
| Freestone Grove Partners LP | 27,312 | $9.21M | 0.07% | +27,312 | New |
| Syon Capital LLC | 28,022 | $9.45M | 0.51% | −3,567−11.3% | Reduced |
| Nitorum Capital, L.P. | 28,188 | $9.51M | 1.67% | −12,711−31.1% | Reduced |
| Bain Capital Public Equity, LP | 28,938 | $9.76M | 6.18% | +11,775+68.6% | Added |
| Voya Investment Management LLC | 28,949 | $9.77M | 0.01% | −5,724−16.5% | Reduced |
| Van Eck Associates Corp | 29,063 | $9.80M | 0.01% | +667+2.3% | Added |
| Great West Life Assurance Co | 29,945 | $10.2M | 0.01% | +1,487+5.2% | Added |
| Appleton Partners Inc | 30,638 | $10.3M | 0.69% | +258+0.8% | Added |
| Castleark Management LLC | 31,086 | $10.5M | 0.29% | +3,686+13.5% | Added |
| Verdence Capital Advisors LLC | 32,816 | $10.8M | 0.62% | −309−0.9% | Reduced |
| CWM, LLC | 33,487 | $11.3M | 0.03% | +15,471+85.9% | Added |
| Public Employees Retirement System of Ohio | 34,846 | $11.8M | 0.04% | +15,780+82.8% | Added |
| Stifel Financial Corp | 34,990 | $11.8M | 0.01% | +10,490+42.8% | Added |
| Boston Trust Walden Corp | 35,729 | $12.1M | 0.09% | −167,563−82.4% | Reduced |
| Natixis Advisors, L.P. | 36,277 | $12.2M | 0.02% | +2,098+6.1% | Added |
| California State Teachers Retirement System | 36,282 | $12.2M | 0.01% | +2,573+7.6% | Added |
| Driehaus Capital Management LLC | 36,980 | $12.5M | 0.09% | +36,980 | New |
| Peregrine Capital Management LLC | 37,090 | $12.5M | 0.38% | −10,249−21.7% | Reduced |
| State Board of Administration of Florida Retirement System | 37,138 | $12.5M | 0.02% | −2,102−5.4% | Reduced |
| Glenmede Investment Management, LP | 38,266 | $12.9M | 0.06% | −30,364−44.2% | Reduced |
| Morse Asset Management, Inc | 38,610 | $13.0M | 2.60% | −576−1.5% | Reduced |
| Jackson Wealth Management, LLC | 39,458 | $13.3M | 1.33% | +503+1.3% | Added |
| Leeward Investments, LLC - MA | 39,558 | $13.3M | 0.68% | −1,429−3.5% | Reduced |
| Bokf, NA | 40,648 | $13.7M | 0.21% | −1,468−3.5% | Reduced |
| Cresset Asset Management, LLC | 40,780 | $13.8M | 0.06% | +180+0.4% | Added |
| Granite Investment Partners, LLC | 41,983 | $14.2M | 0.80% | −22,707−35.1% | Reduced |
| Frontier Capital Management Co LLC | 45,863 | $15.5M | 0.14% | +1,809+4.1% | Added |
| New York State Teachers Retirement System | 46,319 | $15.6M | 0.03% | −1,277−2.7% | Reduced |
| Thames Capital Management LLC | 46,881 | $15.8M | 2.28% | +25,537+119.6% | Added |
| Allianz Asset Management GmbH | 48,332 | $16.3M | 0.02% | +3,600+8.0% | Added |
| Russell Investments Group, Ltd. | 49,170 | $16.6M | 0.02% | +1,774+3.7% | Added |
| Agf Management Ltd | 49,636 | $16.7M | 0.07% | +33+0.1% | Added |
| Wells Fargo & Company | 49,985 | $16.9M | 0.00% | −6,025−10.8% | Reduced |
| Cerity Partners LLC | 50,065 | $16.9M | 0.03% | +8,775+21.3% | Added |
| Marsico Capital Management LLC | 50,839 | $17.1M | 0.44% | +50,839 | New |
| American Century Companies Inc | 51,262 | $17.3M | 0.01% | +1,398+2.8% | Added |
| Royal Bank of Canada | 52,018 | $17.5M | 0.00% | −169−0.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 54,206 | $18.3M | 0.29% | 00.0% | Unchanged |
| Covea Finance | 54,800 | $18.5M | 0.64% | +54,800 | New |
| STRS Ohio | 54,881 | $18.5M | 0.07% | −35,000−38.9% | Reduced |
| Ameriprise Financial Inc | 55,151 | $18.6M | 0.00% | −3,001−5.2% | Reduced |
| CCM Investment Advisers LLC | 55,812 | $18.8M | 1.85% | −245−0.4% | Reduced |
| GW&K Investment Management, LLC | 56,055 | $18.9M | 0.17% | −67−0.1% | Reduced |
| Los Angeles Capital Management LLC | 56,057 | $18.9M | 0.06% | +56,057 | New |
| Epoch Investment Partners, Inc. | 56,768 | $19.1M | 0.11% | +46+0.1% | Added |
| Man Group plc | 57,024 | $19.2M | 0.04% | +3,503+6.5% | Added |
| Two Sigma Advisers, LP | 58,100 | $19.6M | 0.04% | −29,900−34.0% | Reduced |
| Cookson Peirce & Co Inc | 59,294 | $20.0M | 0.82% | +58,319+5,981.4% | Added |
| Treasurer of the State of North Carolina | 59,351 | $20.0M | 0.06% | −8,840−13.0% | Reduced |
| Alliancebernstein L.P. | 60,619 | $20.4M | 0.01% | +2,202+3.8% | Added |
| Barclays PLC | 63,118 | $21.3M | 0.01% | +38,419+155.5% | Added |
| Empire Life Investments Inc. | 63,384 | $21.4M | 1.25% | +120+0.2% | Added |
| Neuberger Berman Group LLC | 64,585 | $21.8M | 0.02% | +59,002+1,056.8% | Added |
| Kettle Hill Capital Management, LLC | 66,047 | $22.3M | 5.01% | +596+0.9% | Added |
| California Public Employees Retirement System | 68,359 | $23.1M | 0.01% | +1,254+1.9% | Added |
| Legal & General Group Plc | 68,393 | $23.1M | 0.01% | +536+0.8% | Added |
| Envestnet Asset Management Inc | 69,321 | $23.4M | 0.01% | +11,405+19.7% | Added |
| Basswood Capital Management, L.L.C. | 69,797 | $23.5M | 1.09% | −26,850−27.8% | Reduced |
| Janus Henderson Group PLC | 69,856 | $23.6M | 0.01% | +21,336+44.0% | Added |
| State of Wisconsin Investment Board | 70,171 | $23.7M | 0.05% | +2,993+4.5% | Added |
| Bridgewater Associates, LP | 71,283 | $24.0M | 0.09% | +66,540+1,402.9% | Added |
| Westwood Holdings Group Inc. | 73,015 | $24.6M | 0.18% | −9,831−11.9% | Reduced |
| Ceredex Value Advisors LLC | 73,425 | $24.8M | 0.57% | −56,825−43.6% | Reduced |
| Swiss National Bank | 75,000 | $25.3M | 0.01% | +5,900+8.5% | Added |
| SEI Investments Co | 75,430 | $25.4M | 0.03% | −2,431−3.1% | Reduced |
| Canada Pension Plan Investment Board | 76,207 | $25.7M | 0.02% | +8,507+12.6% | Added |
| Junto Capital Management LP | 76,518 | $25.8M | 0.54% | −117,964−60.7% | Reduced |
| Ieq Capital, LLC | 76,922 | $25.9M | 0.08% | +22,206+40.6% | Added |
| Fort Washington Investment Advisors Inc | 77,082 | $26.0M | 0.14% | −5,588−6.8% | Reduced |
| New York State Common Retirement Fund | 82,395 | $27.8M | 0.04% | −19,672−19.3% | Reduced |
| Nuveen, LLC | 88,104 | $29.7M | 0.01% | +748+0.9% | Added |
| Principal Financial Group Inc | 88,107 | $29.7M | 0.01% | −54,905−38.4% | Reduced |
| Walleye Capital LLC | 93,540 | $31.6M | 0.26% | +58,789+169.2% | Added |
| UBS Asset Management Americas Inc | 94,309 | $31.8M | 0.01% | −48,222−33.8% | Reduced |
| Rhumbline Advisers | 99,501 | $33.6M | 0.03% | +3,027+3.1% | Added |
| Retirement Systems of Alabama | 99,839 | $33.7M | 0.11% | −14,572−12.7% | Reduced |
| Rockefeller Capital Management L.P. | 101,049 | $34.1M | 0.07% | −3,010−2.9% | Reduced |
| Braun Stacey Associates Inc | 108,983 | $36.8M | 1.20% | +4,560+4.4% | Added |
| Cramer Rosenthal McGlynn LLC | 110,575 | $37.3M | 2.40% | −22,272−16.8% | Reduced |
| WCM Investment Management, LLC | 109,840 | $37.4M | 0.08% | −564−0.5% | Reduced |
| Quantinno Capital Management LP | 111,578 | $37.6M | 0.10% | +17,501+18.6% | Added |
| Artemis Investment Management LLP | 111,644 | $37.7M | 0.47% | +111,644 | New |
| ProShare Advisors LLC | 116,866 | $39.4M | 0.08% | −59,345−33.7% | Reduced |
| Royce & Associates LP | 123,333 | $41.6M | 0.41% | −22,752−15.6% | Reduced |
| Azora Capital LP | 128,954 | $43.5M | 2.01% | +128,954 | New |
| TimesSquare Capital Management, LLC | 148,686 | $50.2M | 0.72% | +43,336+41.1% | Added |
| Franklin Resources Inc | 154,037 | $52.0M | 0.01% | +9,309+6.4% | Added |
| Artisan Partners Limited Partnership | 160,544 | $54.2M | 0.08% | +160,544 | New |
| Global Alpha Capital Management Ltd. | 162,435 | $54.8M | 3.13% | −900−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 170,085 | $57.4M | 0.05% | −39,537−18.9% | Reduced |
| Balyasny Asset Management LLC | 172,876 | $58.3M | 0.12% | −22,909−11.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 175,992 | $59.4M | 0.15% | +105,189+148.6% | Added |
| Schroder Investment Management Group | 180,309 | $61.4M | 0.05% | −20,786−10.3% | Reduced |
| Raymond James Financial Inc | 197,244 | $66.5M | 0.02% | +1,967+1.0% | Added |
| Macquarie Group Ltd | 210,481 | $71.0M | 0.08% | +177+0.1% | Added |
| Victory Capital Management Inc | 212,048 | $71.5M | 0.04% | +8,317+4.1% | Added |
| Primecap Management Co | 224,350 | $75.7M | 0.06% | −6,370−2.8% | Reduced |
| Millennium Management LLC | 245,071 | $82.7M | 0.07% | −1,001,688−80.3% | Reduced |
| Stephens Investment Management Group LLC | 245,310 | $82.7M | 1.07% | −53,170−17.8% | Reduced |