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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 26,063 | $8.87M | 0.01% | +400+1.6% | Added |
| Picton Mahoney Asset Management | 26,134 | $8.89M | 0.10% | −379−1.4% | Reduced |
| Barclays PLC | 26,187 | $8.91M | 0.00% | −36,931−58.5% | Reduced |
| Nitorum Capital, L.P. | 26,602 | $9.05M | 2.00% | −1,586−5.6% | Reduced |
| EFG International AG | 26,821 | $9.15M | 0.18% | +26,821 | New |
| Great West Life Assurance Co | 26,932 | $9.17M | 0.02% | −3,013−10.1% | Reduced |
| Waratah Capital Advisors Ltd. | 27,010 | $9.19M | 0.70% | +16,109+147.8% | Added |
| Voya Investment Management LLC | 27,560 | $9.38M | 0.01% | −1,389−4.8% | Reduced |
| CWM, LLC | 27,727 | $9.43M | 0.03% | −5,760−17.2% | Reduced |
| Granite Investment Partners, LLC | 28,606 | $9.73M | 0.58% | −13,377−31.9% | Reduced |
| First Trust Advisors LP | 29,139 | $9.91M | 0.01% | +5,347+22.5% | Added |
| Appleton Partners Inc | 30,704 | $10.4M | 0.69% | +66+0.2% | Added |
| Castleark Management LLC | 32,046 | $10.9M | 0.32% | +960+3.1% | Added |
| Cinctive Capital Management LP | 32,661 | $11.1M | 0.64% | +8,054+32.7% | Added |
| Royal Bank of Canada | 33,064 | $11.3M | 0.00% | −18,954−36.4% | Reduced |
| Verdence Capital Advisors LLC | 33,157 | $11.3M | 0.67% | +341+1.0% | Added |
| Van Eck Associates Corp | 34,698 | $11.8M | 0.01% | +5,635+19.4% | Added |
| Glenmede Trust Co NA | 35,214 | $12.0M | 0.06% | +35,214 | New |
| Natixis Advisors, L.P. | 35,380 | $12.0M | 0.02% | −897−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 36,081 | $12.3M | 0.04% | +1,235+3.5% | Added |
| California State Teachers Retirement System | 36,523 | $12.4M | 0.01% | +241+0.7% | Added |
| State Board of Administration of Florida Retirement System | 36,668 | $12.5M | 0.02% | −470−1.3% | Reduced |
| Stifel Financial Corp | 36,865 | $12.5M | 0.01% | +1,875+5.4% | Added |
| Leeward Investments, LLC - MA | 37,395 | $12.7M | 0.64% | −2,163−5.5% | Reduced |
| Frontier Capital Management Co LLC | 37,427 | $12.7M | 0.14% | −8,436−18.4% | Reduced |
| Bokf, NA | 37,531 | $12.8M | 0.20% | −3,117−7.7% | Reduced |
| Engineers Gate Manager LP | 38,605 | $13.1M | 0.16% | +38,605 | New |
| Morse Asset Management, Inc | 38,674 | $13.2M | 2.63% | +64+0.2% | Added |
| Jackson Wealth Management, LLC | 40,105 | $13.6M | 1.33% | +647+1.6% | Added |
| Cresset Asset Management, LLC | 40,710 | $13.9M | 0.06% | −70−0.2% | Reduced |
| Peregrine Capital Management LLC | 40,846 | $13.9M | 0.43% | +3,756+10.1% | Added |
| Allianz Asset Management GmbH | 40,939 | $13.9M | 0.02% | −7,393−15.3% | Reduced |
| Polar Asset Management Partners Inc. | 42,600 | $14.5M | 0.29% | +42,600 | New |
| Man Group plc | 44,219 | $15.0M | 0.03% | −12,805−22.5% | Reduced |
| Balyasny Asset Management LLC | 46,106 | $15.7M | 0.03% | −126,770−73.3% | Reduced |
| Freestone Grove Partners LP | 46,776 | $15.9M | 0.12% | +19,464+71.3% | Added |
| Wells Fargo & Company | 46,842 | $15.9M | 0.00% | −3,143−6.3% | Reduced |
| Thames Capital Management LLC | 46,881 | $16.0M | 2.32% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 56,034 | $16.3M | 0.06% | −230.0% | Reduced |
| New York State Teachers Retirement System | 48,162 | $16.4M | 0.03% | +1,843+4.0% | Added |
| Cerity Partners LLC | 48,943 | $16.7M | 0.02% | −1,122−2.2% | Reduced |
| Marsico Capital Management LLC | 50,839 | $17.3M | 0.48% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 52,341 | $17.8M | 1.00% | −11,043−17.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 53,638 | $18.3M | 0.09% | +46,381+639.1% | Added |
| Epoch Investment Partners, Inc. | 53,907 | $18.3M | 0.10% | −2,861−5.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 54,206 | $18.4M | 0.28% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 54,755 | $18.6M | 0.00% | −396−0.7% | Reduced |
| STRS Ohio | 54,883 | $18.7M | 0.07% | +20.0% | Added |
| CCM Investment Advisers LLC | 55,862 | $19.0M | 1.82% | +50+0.1% | Added |
| GW&K Investment Management, LLC | 55,999 | $19.1M | 0.16% | −56−0.1% | Reduced |
| Treasurer of the State of North Carolina | 58,135 | $19.8M | 0.06% | −1,216−2.0% | Reduced |
| Cookson Peirce & Co Inc | 58,286 | $19.8M | 0.82% | −1,008−1.7% | Reduced |
| Legal & General Group Plc | 59,865 | $20.4M | 0.00% | −8,528−12.5% | Reduced |
| Agf Management Ltd | 59,927 | $20.4M | 0.09% | +10,291+20.7% | Added |
| Alliancebernstein L.P. | 61,399 | $20.9M | 0.01% | +780+1.3% | Added |
| SEI Investments Co | 61,435 | $20.9M | 0.02% | −13,995−18.6% | Reduced |
| State of Wisconsin Investment Board | 63,495 | $21.6M | 0.05% | −6,676−9.5% | Reduced |
| Envestnet Asset Management Inc | 65,295 | $22.2M | 0.01% | −4,026−5.8% | Reduced |
| Jain Global LLC | 66,650 | $22.7M | 0.22% | +66,650 | New |
| Basswood Capital Management, L.L.C. | 69,797 | $23.7M | 1.05% | 00.0% | Unchanged |
| California Public Employees Retirement System | 70,164 | $23.9M | 0.01% | +1,805+2.6% | Added |
| New York State Common Retirement Fund | 71,128 | $24.2M | 0.03% | −11,267−13.7% | Reduced |
| Interval Partners, LP | 71,385 | $24.3M | 0.57% | +71,385 | New |
| Westwood Holdings Group Inc. | 72,439 | $24.6M | 0.20% | −576−0.8% | Reduced |
| Nuveen, LLC | 73,392 | $25.0M | 0.01% | −14,712−16.7% | Reduced |
| Ieq Capital, LLC | 74,051 | $25.2M | 0.08% | −2,871−3.7% | Reduced |
| Swiss National Bank | 76,080 | $25.9M | 0.02% | +1,080+1.4% | Added |
| Fort Washington Investment Advisors Inc | 78,805 | $26.8M | 0.14% | +1,723+2.2% | Added |
| Cramer Rosenthal McGlynn LLC | 82,902 | $28.2M | 1.82% | −27,673−25.0% | Reduced |
| Principal Financial Group Inc | 84,479 | $28.7M | 0.01% | −3,628−4.1% | Reduced |
| UBS Asset Management Americas Inc | 84,859 | $28.9M | 0.01% | −9,450−10.0% | Reduced |
| Canada Pension Plan Investment Board | 86,520 | $29.4M | 0.02% | +10,313+13.5% | Added |
| Driehaus Capital Management LLC | 86,785 | $29.5M | 0.20% | +49,805+134.7% | Added |
| Citadel Advisors LLC | 88,142 | $30.0M | 0.02% | +88,142 | New |
| Janus Henderson Group PLC | 93,055 | $31.7M | 0.01% | +23,199+33.2% | Added |
| Walleye Capital LLC | 94,506 | $32.2M | 0.18% | +966+1.0% | Added |
| Royce & Associates LP | 95,948 | $32.6M | 0.33% | −27,385−22.2% | Reduced |
| Rhumbline Advisers | 98,631 | $33.6M | 0.03% | −870−0.9% | Reduced |
| Retirement Systems of Alabama | 99,592 | $33.9M | 0.11% | −247−0.2% | Reduced |
| Ceredex Value Advisors LLC | 100,310 | $34.1M | 1.03% | +26,885+36.6% | Added |
| Covea Finance | 103,900 | $35.4M | 1.16% | +49,100+89.6% | Added |
| ProShare Advisors LLC | 104,670 | $35.6M | 0.06% | −12,196−10.4% | Reduced |
| WCM Investment Management, LLC | 103,822 | $35.7M | 0.07% | −6,018−5.5% | Reduced |
| Bridgewater Associates, LP | 108,425 | $36.9M | 0.13% | +37,142+52.1% | Added |
| Braun Stacey Associates Inc | 110,391 | $37.6M | 1.22% | +1,408+1.3% | Added |
| American Century Companies Inc | 111,164 | $37.8M | 0.02% | +59,902+116.9% | Added |
| Quantinno Capital Management LP | 113,479 | $38.6M | 0.08% | +1,901+1.7% | Added |
| Azora Capital LP | 118,110 | $40.2M | 2.53% | −10,844−8.4% | Reduced |
| Global Alpha Capital Management Ltd. | 119,657 | $40.7M | 2.48% | −42,778−26.3% | Reduced |
| Tremblant Capital Group | 145,646 | $49.6M | 1.26% | +130,737+876.9% | Added |
| Raymond James Financial Inc | 146,679 | $49.9M | 0.02% | −50,565−25.6% | Reduced |
| Franklin Resources Inc | 152,595 | $51.9M | 0.01% | −1,442−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 162,112 | $55.2M | 0.05% | −7,973−4.7% | Reduced |
| Capital International Investors | 166,790 | $56.8M | 0.01% | −437,977−72.4% | Reduced |
| TimesSquare Capital Management, LLC | 168,674 | $57.4M | 0.86% | +19,988+13.4% | Added |
| Schroder Investment Management Group | 168,340 | $57.8M | 0.04% | −11,969−6.6% | Reduced |
| Rockefeller Capital Management L.P. | 175,092 | $59.6M | 0.11% | +74,043+73.3% | Added |
| Neuberger Berman Group LLC | 180,304 | $61.3M | 0.05% | +115,719+179.2% | Added |
| Victory Capital Management Inc | 190,986 | $65.0M | 0.04% | −21,062−9.9% | Reduced |
| Macquarie Group Ltd | 200,496 | $68.2M | 0.30% | −9,985−4.7% | Reduced |