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 |
|---|---|---|---|---|---|
| Freestone Grove Partners LP | 46,776 | $15.9M | 0.12% | +19,464+71.3% | Added |
| Balyasny Asset Management LLC | 46,106 | $15.7M | 0.03% | −126,770−73.3% | Reduced |
| Man Group plc | 44,219 | $15.0M | 0.03% | −12,805−22.5% | Reduced |
| Polar Asset Management Partners Inc. | 42,600 | $14.5M | 0.29% | +42,600 | New |
| Allianz Asset Management GmbH | 40,939 | $13.9M | 0.02% | −7,393−15.3% | Reduced |
| Peregrine Capital Management LLC | 40,846 | $13.9M | 0.43% | +3,756+10.1% | Added |
| Cresset Asset Management, LLC | 40,710 | $13.9M | 0.06% | −70−0.2% | Reduced |
| Jackson Wealth Management, LLC | 40,105 | $13.6M | 1.33% | +647+1.6% | Added |
| Morse Asset Management, Inc | 38,674 | $13.2M | 2.63% | +64+0.2% | Added |
| Engineers Gate Manager LP | 38,605 | $13.1M | 0.16% | +38,605 | New |
| Bokf, NA | 37,531 | $12.8M | 0.20% | −3,117−7.7% | Reduced |
| Frontier Capital Management Co LLC | 37,427 | $12.7M | 0.14% | −8,436−18.4% | Reduced |
| Leeward Investments, LLC - MA | 37,395 | $12.7M | 0.64% | −2,163−5.5% | Reduced |
| Stifel Financial Corp | 36,865 | $12.5M | 0.01% | +1,875+5.4% | Added |
| State Board of Administration of Florida Retirement System | 36,668 | $12.5M | 0.02% | −470−1.3% | Reduced |
| California State Teachers Retirement System | 36,523 | $12.4M | 0.01% | +241+0.7% | Added |
| Public Employees Retirement System of Ohio | 36,081 | $12.3M | 0.04% | +1,235+3.5% | Added |
| Natixis Advisors, L.P. | 35,380 | $12.0M | 0.02% | −897−2.5% | Reduced |
| Glenmede Trust Co NA | 35,214 | $12.0M | 0.06% | +35,214 | New |
| Van Eck Associates Corp | 34,698 | $11.8M | 0.01% | +5,635+19.4% | Added |
| Verdence Capital Advisors LLC | 33,157 | $11.3M | 0.67% | +341+1.0% | Added |
| Royal Bank of Canada | 33,064 | $11.3M | 0.00% | −18,954−36.4% | Reduced |
| Cinctive Capital Management LP | 32,661 | $11.1M | 0.64% | +8,054+32.7% | Added |
| Castleark Management LLC | 32,046 | $10.9M | 0.32% | +960+3.1% | Added |
| Appleton Partners Inc | 30,704 | $10.4M | 0.69% | +66+0.2% | Added |
| First Trust Advisors LP | 29,139 | $9.91M | 0.01% | +5,347+22.5% | Added |
| Granite Investment Partners, LLC | 28,606 | $9.73M | 0.58% | −13,377−31.9% | Reduced |
| CWM, LLC | 27,727 | $9.43M | 0.03% | −5,760−17.2% | Reduced |
| Voya Investment Management LLC | 27,560 | $9.38M | 0.01% | −1,389−4.8% | Reduced |
| Waratah Capital Advisors Ltd. | 27,010 | $9.19M | 0.70% | +16,109+147.8% | Added |
| Great West Life Assurance Co | 26,932 | $9.17M | 0.02% | −3,013−10.1% | Reduced |
| EFG International AG | 26,821 | $9.15M | 0.18% | +26,821 | New |
| Nitorum Capital, L.P. | 26,602 | $9.05M | 2.00% | −1,586−5.6% | Reduced |
| Barclays PLC | 26,187 | $8.91M | 0.00% | −36,931−58.5% | Reduced |
| Picton Mahoney Asset Management | 26,134 | $8.89M | 0.10% | −379−1.4% | Reduced |
| Colony Group, LLC | 26,063 | $8.87M | 0.01% | +400+1.6% | Added |
| Russell Investments Group, Ltd. | 25,673 | $8.74M | 0.01% | −23,497−47.8% | Reduced |
| Peregrine Investment Management Inc | 25,110 | $8.54M | 5.31% | −1,050−4.0% | Reduced |
| Sarasin & Partners LLP | 25,000 | $8.51M | 0.09% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 24,195 | $8.23M | 0.40% | −800−3.2% | Reduced |
| Thrivent Financial for Lutherans | 23,194 | $7.89M | 0.01% | +1,775+8.3% | Added |
| LPL Financial LLC | 23,187 | $7.89M | 0.00% | +994+4.5% | Added |
| Prana Capital Management, LP | 22,049 | $7.50M | 0.27% | −367−1.6% | Reduced |
| Advisors Capital Management, LLC | 21,965 | $7.47M | 0.09% | −179−0.8% | Reduced |
| Pinnacle Associates Ltd | 21,634 | $7.36M | 0.09% | −71−0.3% | Reduced |
| BW Gestao de Investimentos Ltda. | 21,512 | $7.32M | 0.26% | +21,512 | New |
| Gotham Asset Management, LLC | 20,788 | $7.07M | 0.03% | −60.0% | Reduced |
| Axxcess Wealth Management, LLC | 20,642 | $7.02M | 0.13% | +447+2.2% | Added |
| Mariner, LLC | 20,350 | $6.93M | 0.01% | +1,793+9.7% | Added |
| Syon Capital LLC | 19,508 | $6.64M | 0.33% | −8,514−30.4% | Reduced |
| Two Sigma Advisers, LP | 19,000 | $6.46M | 0.01% | −39,100−67.3% | Reduced |
| MetLife Investment Management | 18,869 | $6.42M | 0.03% | −942−4.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $6.20M | 0.05% | 00.0% | Unchanged |
| Zacks Investment Management | 18,124 | $6.17M | 0.05% | −4,183−18.8% | Reduced |
| Amalgamated Bank | 17,363 | $5.91M | 0.04% | −548−3.1% | Reduced |
| Sequoia Financial Advisors, LLC | 16,577 | $5.64M | 0.03% | +1,538+10.2% | Added |
| Advisory Services Network, LLC | 16,495 | $5.61M | 0.08% | +713+4.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,959 | $5.61M | 0.01% | +32+0.2% | Added |
| Prescott Group Capital Management, L.L.C. | 16,137 | $5.49M | 0.51% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 16,097 | $5.48M | 0.06% | −1,728−9.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,578 | $5.30M | 0.04% | −740−4.5% | Reduced |
| Centric Wealth Management | 14,840 | $5.26M | 1.11% | −507−3.3% | Reduced |
| State of Tennessee, Treasury Department | 14,734 | $5.21M | 0.02% | +369+2.6% | Added |
| Alps Advisors Inc | 15,226 | $5.18M | 0.03% | −861−5.4% | Reduced |
| Harbor Advisors LLC | 15,000 | $5.10M | 0.77% | 00.0% | Unchanged |
| Creative Planning | 14,471 | $4.92M | 0.00% | −944−6.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 14,450 | $4.92M | 0.88% | +8,270+133.8% | Added |
| Transamerica Financial Advisors, Inc. | 14,438 | $4.91M | 0.41% | +13,411+1,305.8% | Added |
| Bridges Investment Management Inc | 14,207 | $4.83M | 0.06% | +702+5.2% | Added |
| Dorsey Wright & Associates | 12,467 | $4.76M | 1.03% | −776−5.9% | Reduced |
| Deutsche Bank AG | 13,680 | $4.65M | 0.00% | +4,232+44.8% | Added |
| Renaissance Technologies LLC | 13,600 | $4.63M | 0.01% | +5,100+60.0% | Added |
| TD Waterhouse Canada Inc. | 13,508 | $4.60M | 0.03% | +979+7.8% | Added |
| Yousif Capital Management, LLC | 12,301 | $4.51M | 0.05% | −210−1.7% | Reduced |
| Blair William & Co | 13,118 | $4.46M | 0.01% | +181+1.4% | Added |
| Triasima Portfolio Management inc. | 13,096 | $4.46M | 0.67% | +3,668+38.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,896 | $4.39M | 0.01% | +921+7.7% | Added |
| Guggenheim Capital LLC | 12,889 | $4.39M | 0.03% | −798−5.8% | Reduced |
| Comerica Bank | 12,830 | $4.37M | 0.02% | −542−4.1% | Reduced |
| Nomura Asset Management Co Ltd | 12,570 | $4.28M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 12,554 | $4.27M | 0.02% | −220−1.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,487 | $4.25M | 0.01% | −7,531−37.6% | Reduced |
| Brinker Capital Investments, LLC | 12,271 | $4.18M | 0.03% | −354−2.8% | Reduced |
| US Bancorp | 11,993 | $4.08M | 0.00% | +75+0.6% | Added |
| JustInvest LLC | 11,932 | $4.06M | 0.04% | +450+3.9% | Added |
| Rocky Mountain Advisers, LLC | 11,525 | $3.92M | 1.13% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,357 | $3.86M | 0.01% | −119−1.0% | Reduced |
| Trexquant Investment LP | 10,887 | $3.70M | 0.03% | +10,887 | New |
| Teacher Retirement System of Texas | 10,877 | $3.70M | 0.01% | −3,162−22.5% | Reduced |
| Bridge City Capital, LLC | 10,832 | $3.69M | 1.08% | −1,731−13.8% | Reduced |
| Arizona State Retirement System | 10,741 | $3.65M | 0.02% | −698−6.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,736 | $3.65M | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,733 | $3.65M | 0.00% | +1,081+11.2% | Added |
| Louisiana State Employees Retirement System | 10,700 | $3.64M | 0.06% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,657 | $3.63M | 0.01% | +1,520+16.6% | Added |
| Kingsview Wealth Management, LLC | 10,572 | $3.60M | 0.05% | +9,973+1,664.9% | Added |
| Amundi | 10,367 | $3.53M | 0.00% | +583+6.0% | Added |
| F/M Investments LLC | 10,253 | $3.49M | 0.13% | −238−2.3% | Reduced |
| Algert Global LLC | 10,099 | $3.44M | 0.05% | +4,340+75.4% | Added |
| Campbell Newman Asset Management Inc | 9,854 | $3.35M | 0.25% | −373−3.6% | Reduced |