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, Q4 2025
Institutional positions in Evercore Inc. as of Dec 31, 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
- 636
- +16 vs. Q3 2025
- Shares held
- 34.9M
- +211.2K (+0.6%) vs. Q3 2025
- Total value
- $11.9B
- +$177.1M (+1.5%) vs. Q3 2025
- New holders
- 85
- 201 more added
- Sold out
- 69
- 253 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,840,147 | $1.31B | 0.02% | −62,041−1.6% | Reduced |
| BlackRock, Inc. | 3,459,048 | $1.18B | 0.02% | +3,478+0.1% | Added |
| Wellington Management Group LLP | 1,931,374 | $657.2M | 0.12% | −92,146−4.6% | Reduced |
| Invesco Ltd. | 1,343,826 | $457.2M | 0.04% | −9,348−0.7% | Reduced |
| FMR LLC | 1,256,242 | $427.4M | 0.02% | +405,800+47.7% | Added |
| TD Asset Management Inc | 1,214,726 | $413.3M | 0.33% | +32,270+2.7% | Added |
| State Street Corp | 1,159,743 | $394.6M | 0.01% | −16,604−1.4% | Reduced |
| Geode Capital Management, LLC | 924,900 | $314.8M | 0.02% | −15,567−1.7% | Reduced |
| AQR Capital Management LLC | 857,965 | $291.9M | 0.15% | −109,839−11.3% | Reduced |
| Boston Partners | 824,360 | $280.5M | 0.29% | −424,613−34.0% | Reduced |
| Morgan Stanley | 686,603 | $233.6M | 0.01% | +66,527+10.7% | Added |
| Price T Rowe Associates Inc | 617,332 | $210.0M | 0.02% | +5,513+0.9% | Added |
| Millennium Management LLC | 536,646 | $182.6M | 0.13% | +291,575+119.0% | Added |
| Dimensional Fund Advisors LP | 531,976 | $181.0M | 0.04% | +7,679+1.5% | Added |
| Norges Bank | 482,617 | $164.2M | 0.02% | +482,617 | New |
| Goldman Sachs Group Inc | 438,846 | $149.3M | 0.02% | +112,353+34.4% | Added |
| JPMorgan Chase & Co | 437,506 | $148.9M | 0.01% | −80,587−15.6% | Reduced |
| Bahl & Gaynor Inc | 421,568 | $143.4M | 0.73% | −22,454−5.1% | Reduced |
| Lord, Abbett & Co. LLC | 381,901 | $129.9M | 0.40% | +27,793+7.8% | Added |
| UBS Group AG | 351,784 | $119.7M | 0.02% | −50,908−12.6% | Reduced |
| William Blair Investment Management, LLC | 331,027 | $112.6M | 0.31% | −42,121−11.3% | Reduced |
| Northern Trust Corp | 320,435 | $109.0M | 0.01% | −13,039−3.9% | Reduced |
| Bank of New York Mellon Corp | 320,103 | $108.9M | 0.02% | −36,766−10.3% | Reduced |
| Fisher Asset Management, LLC | 319,805 | $108.8M | 0.04% | −5,374−1.7% | Reduced |
| Paralel Advisors LLC | 300,000 | $102.1M | 3.97% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 276,075 | $93.9M | 0.32% | −32,326−10.5% | Reduced |
| Charles Schwab Investment Management Inc | 267,190 | $90.9M | 0.01% | +4,026+1.5% | Added |
| Stephens Investment Management Group LLC | 245,062 | $83.4M | 1.09% | −248−0.1% | Reduced |
| Bank of America Corp | 241,610 | $82.2M | 0.01% | −23,306−8.8% | Reduced |
| Holocene Advisors, LP | 239,600 | $81.5M | 0.17% | +229,674+2,313.9% | Added |
| Junto Capital Management LP | 221,995 | $75.5M | 1.69% | +145,477+190.1% | Added |
| Primecap Management Co | 220,050 | $74.9M | 0.06% | −4,300−1.9% | Reduced |
| Channing Capital Management, LLC | 219,728 | $74.8M | 1.92% | −46,738−17.5% | Reduced |
| Nomura Asset Management International Inc. | 211,742 | $72.0M | 0.11% | +211,742 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 206,557 | $70.3M | 0.08% | +30,565+17.4% | Added |
| Artemis Investment Management LLP | 205,687 | $70.0M | 0.85% | +94,043+84.2% | Added |
| Macquarie Group Ltd | 200,496 | $68.2M | 0.30% | −9,985−4.7% | Reduced |
| Victory Capital Management Inc | 190,986 | $65.0M | 0.04% | −21,062−9.9% | Reduced |
| Neuberger Berman Group LLC | 180,304 | $61.3M | 0.05% | +115,719+179.2% | Added |
| Rockefeller Capital Management L.P. | 175,092 | $59.6M | 0.11% | +74,043+73.3% | Added |
| Schroder Investment Management Group | 168,340 | $57.8M | 0.04% | −11,969−6.6% | Reduced |
| TimesSquare Capital Management, LLC | 168,674 | $57.4M | 0.86% | +19,988+13.4% | Added |
| Capital International Investors | 166,790 | $56.8M | 0.01% | −437,977−72.4% | Reduced |
| Manufacturers Life Insurance Company, The | 162,112 | $55.2M | 0.05% | −7,973−4.7% | Reduced |
| Franklin Resources Inc | 152,595 | $51.9M | 0.01% | −1,442−0.9% | Reduced |
| Raymond James Financial Inc | 146,679 | $49.9M | 0.02% | −50,565−25.6% | Reduced |
| Tremblant Capital Group | 145,646 | $49.6M | 1.26% | +130,737+876.9% | Added |
| Global Alpha Capital Management Ltd. | 119,657 | $40.7M | 2.48% | −42,778−26.3% | Reduced |
| Azora Capital LP | 118,110 | $40.2M | 2.53% | −10,844−8.4% | Reduced |
| Quantinno Capital Management LP | 113,479 | $38.6M | 0.08% | +1,901+1.7% | Added |
| American Century Companies Inc | 111,164 | $37.8M | 0.02% | +59,902+116.9% | Added |
| Braun Stacey Associates Inc | 110,391 | $37.6M | 1.22% | +1,408+1.3% | Added |
| Bridgewater Associates, LP | 108,425 | $36.9M | 0.13% | +37,142+52.1% | Added |
| WCM Investment Management, LLC | 103,822 | $35.7M | 0.07% | −6,018−5.5% | Reduced |
| ProShare Advisors LLC | 104,670 | $35.6M | 0.06% | −12,196−10.4% | Reduced |
| Covea Finance | 103,900 | $35.4M | 1.16% | +49,100+89.6% | Added |
| Ceredex Value Advisors LLC | 100,310 | $34.1M | 1.03% | +26,885+36.6% | Added |
| Retirement Systems of Alabama | 99,592 | $33.9M | 0.11% | −247−0.2% | Reduced |
| Rhumbline Advisers | 98,631 | $33.6M | 0.03% | −870−0.9% | Reduced |
| Royce & Associates LP | 95,948 | $32.6M | 0.33% | −27,385−22.2% | Reduced |
| Walleye Capital LLC | 94,506 | $32.2M | 0.18% | +966+1.0% | Added |
| Janus Henderson Group PLC | 93,055 | $31.7M | 0.01% | +23,199+33.2% | Added |
| Citadel Advisors LLC | 88,142 | $30.0M | 0.02% | +88,142 | New |
| Driehaus Capital Management LLC | 86,785 | $29.5M | 0.20% | +49,805+134.7% | Added |
| Canada Pension Plan Investment Board | 86,520 | $29.4M | 0.02% | +10,313+13.5% | Added |
| UBS Asset Management Americas Inc | 84,859 | $28.9M | 0.01% | −9,450−10.0% | Reduced |
| Principal Financial Group Inc | 84,479 | $28.7M | 0.01% | −3,628−4.1% | Reduced |
| Cramer Rosenthal McGlynn LLC | 82,902 | $28.2M | 1.82% | −27,673−25.0% | Reduced |
| Fort Washington Investment Advisors Inc | 78,805 | $26.8M | 0.14% | +1,723+2.2% | Added |
| Swiss National Bank | 76,080 | $25.9M | 0.02% | +1,080+1.4% | Added |
| Ieq Capital, LLC | 74,051 | $25.2M | 0.08% | −2,871−3.7% | Reduced |
| Nuveen, LLC | 73,392 | $25.0M | 0.01% | −14,712−16.7% | Reduced |
| Westwood Holdings Group Inc. | 72,439 | $24.6M | 0.20% | −576−0.8% | Reduced |
| Interval Partners, LP | 71,385 | $24.3M | 0.57% | +71,385 | New |
| New York State Common Retirement Fund | 71,128 | $24.2M | 0.03% | −11,267−13.7% | Reduced |
| California Public Employees Retirement System | 70,164 | $23.9M | 0.01% | +1,805+2.6% | Added |
| Basswood Capital Management, L.L.C. | 69,797 | $23.7M | 1.05% | 00.0% | Unchanged |
| Jain Global LLC | 66,650 | $22.7M | 0.22% | +66,650 | New |
| Envestnet Asset Management Inc | 65,295 | $22.2M | 0.01% | −4,026−5.8% | Reduced |
| State of Wisconsin Investment Board | 63,495 | $21.6M | 0.05% | −6,676−9.5% | Reduced |
| SEI Investments Co | 61,435 | $20.9M | 0.02% | −13,995−18.6% | Reduced |
| Alliancebernstein L.P. | 61,399 | $20.9M | 0.01% | +780+1.3% | Added |
| Agf Management Ltd | 59,927 | $20.4M | 0.09% | +10,291+20.7% | Added |
| Legal & General Group Plc | 59,865 | $20.4M | 0.00% | −8,528−12.5% | Reduced |
| Cookson Peirce & Co Inc | 58,286 | $19.8M | 0.82% | −1,008−1.7% | Reduced |
| Treasurer of the State of North Carolina | 58,135 | $19.8M | 0.06% | −1,216−2.0% | Reduced |
| GW&K Investment Management, LLC | 55,999 | $19.1M | 0.16% | −56−0.1% | Reduced |
| CCM Investment Advisers LLC | 55,862 | $19.0M | 1.82% | +50+0.1% | Added |
| STRS Ohio | 54,883 | $18.7M | 0.07% | +20.0% | Added |
| Ameriprise Financial Inc | 54,755 | $18.6M | 0.00% | −396−0.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 54,206 | $18.4M | 0.28% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 53,907 | $18.3M | 0.10% | −2,861−5.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 53,638 | $18.3M | 0.09% | +46,381+639.1% | Added |
| Empire Life Investments Inc. | 52,341 | $17.8M | 1.00% | −11,043−17.4% | Reduced |
| Marsico Capital Management LLC | 50,839 | $17.3M | 0.48% | 00.0% | Unchanged |
| Cerity Partners LLC | 48,943 | $16.7M | 0.02% | −1,122−2.2% | Reduced |
| New York State Teachers Retirement System | 48,162 | $16.4M | 0.03% | +1,843+4.0% | Added |
| Los Angeles Capital Management LLC | 56,034 | $16.3M | 0.06% | −230.0% | Reduced |
| Thames Capital Management LLC | 46,881 | $16.0M | 2.32% | 00.0% | Unchanged |
| Wells Fargo & Company | 46,842 | $15.9M | 0.00% | −3,143−6.3% | Reduced |