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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 46,319 | $15.6M | 0.03% | −1,277−2.7% | Reduced |
| Frontier Capital Management Co LLC | 45,863 | $15.5M | 0.14% | +1,809+4.1% | Added |
| Granite Investment Partners, LLC | 41,983 | $14.2M | 0.80% | −22,707−35.1% | Reduced |
| Cresset Asset Management, LLC | 40,780 | $13.8M | 0.06% | +180+0.4% | Added |
| Bokf, NA | 40,648 | $13.7M | 0.21% | −1,468−3.5% | Reduced |
| Leeward Investments, LLC - MA | 39,558 | $13.3M | 0.68% | −1,429−3.5% | Reduced |
| Jackson Wealth Management, LLC | 39,458 | $13.3M | 1.33% | +503+1.3% | Added |
| Morse Asset Management, Inc | 38,610 | $13.0M | 2.60% | −576−1.5% | Reduced |
| Glenmede Investment Management, LP | 38,266 | $12.9M | 0.06% | −30,364−44.2% | Reduced |
| State Board of Administration of Florida Retirement System | 37,138 | $12.5M | 0.02% | −2,102−5.4% | Reduced |
| Peregrine Capital Management LLC | 37,090 | $12.5M | 0.38% | −10,249−21.7% | Reduced |
| Driehaus Capital Management LLC | 36,980 | $12.5M | 0.09% | +36,980 | New |
| California State Teachers Retirement System | 36,282 | $12.2M | 0.01% | +2,573+7.6% | Added |
| Natixis Advisors, L.P. | 36,277 | $12.2M | 0.02% | +2,098+6.1% | Added |
| Boston Trust Walden Corp | 35,729 | $12.1M | 0.09% | −167,563−82.4% | Reduced |
| Stifel Financial Corp | 34,990 | $11.8M | 0.01% | +10,490+42.8% | Added |
| Public Employees Retirement System of Ohio | 34,846 | $11.8M | 0.04% | +15,780+82.8% | Added |
| CWM, LLC | 33,487 | $11.3M | 0.03% | +15,471+85.9% | Added |
| Verdence Capital Advisors LLC | 32,816 | $10.8M | 0.62% | −309−0.9% | Reduced |
| Castleark Management LLC | 31,086 | $10.5M | 0.29% | +3,686+13.5% | Added |
| Appleton Partners Inc | 30,638 | $10.3M | 0.69% | +258+0.8% | Added |
| Great West Life Assurance Co | 29,945 | $10.2M | 0.01% | +1,487+5.2% | Added |
| Van Eck Associates Corp | 29,063 | $9.80M | 0.01% | +667+2.3% | Added |
| Voya Investment Management LLC | 28,949 | $9.77M | 0.01% | −5,724−16.5% | Reduced |
| Bain Capital Public Equity, LP | 28,938 | $9.76M | 6.18% | +11,775+68.6% | Added |
| Nitorum Capital, L.P. | 28,188 | $9.51M | 1.67% | −12,711−31.1% | Reduced |
| Syon Capital LLC | 28,022 | $9.45M | 0.51% | −3,567−11.3% | Reduced |
| Freestone Grove Partners LP | 27,312 | $9.21M | 0.07% | +27,312 | New |
| Picton Mahoney Asset Management | 26,513 | $8.94M | 0.11% | −3,342−11.2% | Reduced |
| Peregrine Investment Management Inc | 26,160 | $8.82M | 4.34% | +350+1.4% | Added |
| Edgestream Partners, L.P. | 25,565 | $8.62M | 0.25% | +11,384+80.3% | Added |
| Sarasin & Partners LLP | 25,000 | $8.52M | 0.08% | 00.0% | Unchanged |
| Colony Group, LLC | 25,663 | $8.51M | 0.01% | +2,543+11.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 24,995 | $8.43M | 0.42% | −5,900−19.1% | Reduced |
| Cinctive Capital Management LP | 24,607 | $8.30M | 0.41% | −6,019−19.7% | Reduced |
| Two Sigma Investments, LP | 24,241 | $8.18M | 0.01% | +14,994+162.1% | Added |
| Bank of Montreal | 24,063 | $8.12M | 0.00% | +16,308+210.3% | Added |
| First Trust Advisors LP | 23,792 | $8.03M | 0.01% | −14,993−38.7% | Reduced |
| Lighthouse Investment Partners, LLC | 22,964 | $7.75M | 0.28% | +2,034+9.7% | Added |
| Prana Capital Management, LP | 22,416 | $7.56M | 0.25% | −6,828−23.3% | Reduced |
| Zacks Investment Management | 22,307 | $7.52M | 0.06% | +3,502+18.6% | Added |
| LPL Financial LLC | 22,193 | $7.49M | 0.00% | +12,400+126.6% | Added |
| Advisors Capital Management, LLC | 22,144 | $7.47M | 0.09% | +534+2.5% | Added |
| Arrowstreet Capital, Limited Partnership | 21,931 | $7.40M | 0.00% | +18,027+461.8% | Added |
| Pinnacle Associates Ltd | 21,705 | $7.32M | 0.10% | +1,765+8.9% | Added |
| Thrivent Financial for Lutherans | 21,419 | $7.22M | 0.01% | +1,718+8.7% | Added |
| Gotham Asset Management, LLC | 20,794 | $7.01M | 0.03% | −376−1.8% | Reduced |
| Axxcess Wealth Management, LLC | 20,195 | $6.81M | 0.14% | +1,093+5.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 20,018 | $6.75M | 0.01% | +3,155+18.7% | Added |
| Tribune Investment Group LP | 20,000 | $6.75M | 3.27% | +20,000 | New |
| MetLife Investment Management | 19,811 | $6.68M | 0.03% | +436+2.3% | Added |
| Mariner, LLC | 18,557 | $6.26M | 0.01% | +5,686+44.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $6.15M | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 17,911 | $6.04M | 0.04% | +1,091+6.5% | Added |
| Mutual of America Capital Management LLC | 17,825 | $6.01M | 0.06% | −54−0.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 17,171 | $5.79M | 0.84% | −6,844−28.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,318 | $5.50M | 0.04% | +2,313+16.5% | Added |
| SRS Capital Advisors, Inc. | 16,203 | $5.47M | 0.08% | +16,014+8,473.0% | Added |
| Prescott Group Capital Management, L.L.C. | 16,137 | $5.44M | 0.57% | 00.0% | Unchanged |
| Alps Advisors Inc | 16,087 | $5.43M | 0.03% | −20,712−56.3% | Reduced |
| Verition Fund Management LLC | 15,812 | $5.33M | 0.03% | +1,511+10.6% | Added |
| Advisory Services Network, LLC | 15,782 | $5.32M | 0.08% | +2,313+17.2% | Added |
| Creative Planning | 15,415 | $5.20M | 0.00% | +8,275+115.9% | Added |
| Sequoia Financial Advisors, LLC | 15,039 | $5.07M | 0.03% | +2,609+21.0% | Added |
| Harbor Advisors LLC | 15,000 | $5.06M | 0.78% | 00.0% | Unchanged |
| Tremblant Capital Group | 14,909 | $5.03M | 0.52% | −2,474−14.2% | Reduced |
| State of Tennessee, Treasury Department | 14,365 | $4.85M | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,927 | $4.84M | 0.01% | +2,442+19.6% | Added |
| Teacher Retirement System of Texas | 14,039 | $4.74M | 0.02% | +70+0.5% | Added |
| Marshall Wace, LLP | 13,960 | $4.71M | 0.01% | +2,265+19.4% | Added |
| Guggenheim Capital LLC | 13,687 | $4.62M | 0.03% | −4,888−26.3% | Reduced |
| Bridges Investment Management Inc | 13,505 | $4.56M | 0.06% | +807+6.4% | Added |
| Centric Wealth Management | 15,347 | $4.52M | 1.01% | −192−1.2% | Reduced |
| Comerica Bank | 13,372 | $4.51M | 0.02% | −973−6.8% | Reduced |
| Dorsey Wright & Associates | 13,243 | $4.47M | 1.00% | +11,709+763.3% | Added |
| Adage Capital Partners GP, L.L.C. | 13,000 | $4.39M | 0.01% | +13,000 | New |
| Blair William & Co | 12,937 | $4.36M | 0.01% | −178−1.4% | Reduced |
| State of New Jersey Common Pension Fund D | 12,774 | $4.31M | 0.02% | +1,030+8.8% | Added |
| Brinker Capital Investments, LLC | 12,625 | $4.26M | 0.03% | −47−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 12,570 | $4.24M | 0.01% | +12,350+5,613.6% | Added |
| Bridge City Capital, LLC | 12,563 | $4.24M | 1.13% | −204−1.6% | Reduced |
| Citigroup Inc | 12,545 | $4.23M | 0.00% | −4,199−25.1% | Reduced |
| Yousif Capital Management, LLC | 12,511 | $4.22M | 0.05% | −125−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 12,440 | $4.20M | 0.01% | +134+1.1% | Added |
| TD Waterhouse Canada Inc. | 12,529 | $4.15M | 0.03% | +6,201+98.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,975 | $4.04M | 0.01% | +1,961+19.6% | Added |
| US Bancorp | 11,918 | $4.02M | 0.00% | −1,029−7.9% | Reduced |
| Landscape Capital Management, L.L.C. | 11,842 | $3.99M | 0.25% | +7,571+177.3% | Added |
| Summit Wealth Group LLC | 19,614 | $3.98M | 0.55% | +19,614 | New |
| Rocky Mountain Advisers, LLC | 11,525 | $3.89M | 1.14% | 00.0% | Unchanged |
| JustInvest LLC | 11,482 | $3.87M | 0.04% | +276+2.5% | Added |
| Captrust Financial Advisors | 11,476 | $3.87M | 0.01% | +1,071+10.3% | Added |
| Arizona State Retirement System | 11,439 | $3.86M | 0.02% | +885+8.4% | Added |
| BNP Paribas Arbitrage, SA | 11,194 | $3.78M | 0.00% | −3,955−26.1% | Reduced |
| Ensign Peak Advisors, Inc | 11,042 | $3.72M | 0.01% | −18,435−62.5% | Reduced |
| Waratah Capital Advisors Ltd. | 10,901 | $3.68M | 0.25% | −54,569−83.3% | Reduced |
| Capital Fund Management S.A. | 10,853 | $3.66M | 0.04% | −35,683−76.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,736 | $3.62M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,700 | $3.61M | 0.06% | +600+5.9% | Added |
| F/M Investments LLC | 10,491 | $3.54M | 0.14% | −127−1.2% | Reduced |