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 |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | 205,687 | $70.0M | 0.85% | +94,043+84.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 206,557 | $70.3M | 0.08% | +30,565+17.4% | Added |
| Nomura Asset Management International Inc. | 211,742 | $72.0M | 0.11% | +211,742 | New |
| Channing Capital Management, LLC | 219,728 | $74.8M | 1.92% | −46,738−17.5% | Reduced |
| Primecap Management Co | 220,050 | $74.9M | 0.06% | −4,300−1.9% | Reduced |
| Junto Capital Management LP | 221,995 | $75.5M | 1.69% | +145,477+190.1% | Added |
| Holocene Advisors, LP | 239,600 | $81.5M | 0.17% | +229,674+2,313.9% | Added |
| Bank of America Corp | 241,610 | $82.2M | 0.01% | −23,306−8.8% | Reduced |
| Stephens Investment Management Group LLC | 245,062 | $83.4M | 1.09% | −248−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 267,190 | $90.9M | 0.01% | +4,026+1.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 276,075 | $93.9M | 0.32% | −32,326−10.5% | Reduced |
| Paralel Advisors LLC | 300,000 | $102.1M | 3.97% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 319,805 | $108.8M | 0.04% | −5,374−1.7% | Reduced |
| Bank of New York Mellon Corp | 320,103 | $108.9M | 0.02% | −36,766−10.3% | Reduced |
| Northern Trust Corp | 320,435 | $109.0M | 0.01% | −13,039−3.9% | Reduced |
| William Blair Investment Management, LLC | 331,027 | $112.6M | 0.31% | −42,121−11.3% | Reduced |
| UBS Group AG | 351,784 | $119.7M | 0.02% | −50,908−12.6% | Reduced |
| Lord, Abbett & Co. LLC | 381,901 | $129.9M | 0.40% | +27,793+7.8% | Added |
| Bahl & Gaynor Inc | 421,568 | $143.4M | 0.73% | −22,454−5.1% | Reduced |
| JPMorgan Chase & Co | 437,506 | $148.9M | 0.01% | −80,587−15.6% | Reduced |
| Goldman Sachs Group Inc | 438,846 | $149.3M | 0.02% | +112,353+34.4% | Added |
| Norges Bank | 482,617 | $164.2M | 0.02% | +482,617 | New |
| Dimensional Fund Advisors LP | 531,976 | $181.0M | 0.04% | +7,679+1.5% | Added |
| Millennium Management LLC | 536,646 | $182.6M | 0.13% | +291,575+119.0% | Added |
| Price T Rowe Associates Inc | 617,332 | $210.0M | 0.02% | +5,513+0.9% | Added |
| Morgan Stanley | 686,603 | $233.6M | 0.01% | +66,527+10.7% | Added |
| Boston Partners | 824,360 | $280.5M | 0.29% | −424,613−34.0% | Reduced |
| AQR Capital Management LLC | 857,965 | $291.9M | 0.15% | −109,839−11.3% | Reduced |
| Geode Capital Management, LLC | 924,900 | $314.8M | 0.02% | −15,567−1.7% | Reduced |
| State Street Corp | 1,159,743 | $394.6M | 0.01% | −16,604−1.4% | Reduced |
| TD Asset Management Inc | 1,214,726 | $413.3M | 0.33% | +32,270+2.7% | Added |
| FMR LLC | 1,256,242 | $427.4M | 0.02% | +405,800+47.7% | Added |
| Invesco Ltd. | 1,343,826 | $457.2M | 0.04% | −9,348−0.7% | Reduced |
| Wellington Management Group LLP | 1,931,374 | $657.2M | 0.12% | −92,146−4.6% | Reduced |
| BlackRock, Inc. | 3,459,048 | $1.18B | 0.02% | +3,478+0.1% | Added |
| Vanguard Group Inc | 3,840,147 | $1.31B | 0.02% | −62,041−1.6% | Reduced |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −434,209−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −160,544−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −66,047−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −35,729−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −28,938−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −25,565−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −21,931−100.0% | Sold out |
| Tribune Investment Group LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −17,171−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,960−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −19,614−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,853−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −10,074−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −4,088−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,010−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −3,899−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −3,629−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −3,572−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,038−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,953−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,827−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −1,604−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −1,451−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −1,368−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −1,143−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Adell Harriman & Carpenter Inc | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Quantum Financial Advisors, LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |