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, Q1 2026
Institutional positions in Evercore Inc. as of Mar 31, 2026. 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
- 657
- +30 vs. Q4 2025
- Shares held
- 35.2M
- +4.71M (+15.4%) vs. Q4 2025
- Total value
- $10.5B
- +$120.0M (+1.2%) vs. Q4 2025
- New holders
- 105
- 277 more added
- Sold out
- 75
- 189 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,648,858 | $1.09B | 0.02% | +189,810+5.5% | Added |
| Vanguard Portfolio Management LLC | 1,974,144 | $589.3M | 0.03% | +1,974,144 | New |
| Vanguard Capital Management LLC | 1,694,949 | $506.0M | 0.01% | +1,694,949 | New |
| FMR LLC | 1,669,662 | $498.4M | 0.03% | +413,420+32.9% | Added |
| Invesco Ltd. | 1,424,686 | $425.3M | 0.04% | +80,860+6.0% | Added |
| AQR Capital Management LLC | 1,316,852 | $388.1M | 0.18% | +458,887+53.5% | Added |
| State Street Corp | 1,179,024 | $352.0M | 0.01% | +19,281+1.7% | Added |
| Geode Capital Management, LLC | 1,043,338 | $311.5M | 0.02% | +118,438+12.8% | Added |
| TD Asset Management Inc | 958,472 | $286.1M | 0.23% | −256,254−21.1% | Reduced |
| Morgan Stanley | 917,801 | $274.0M | 0.02% | +231,198+33.7% | Added |
| Wellington Management Group LLP | 623,259 | $186.0M | 0.03% | −1,308,115−67.7% | Reduced |
| Boston Partners | 580,174 | $173.2M | 0.18% | −244,186−29.6% | Reduced |
| Dimensional Fund Advisors LP | 548,530 | $163.7M | 0.03% | +16,554+3.1% | Added |
| Goldman Sachs Group Inc | 524,531 | $156.6M | 0.02% | +85,685+19.5% | Added |
| JPMorgan Chase & Co | 468,882 | $133.7M | 0.01% | +31,376+7.2% | Added |
| Fisher Asset Management, LLC | 424,719 | $126.8M | 0.04% | +104,914+32.8% | Added |
| Bahl & Gaynor Inc | 401,833 | $120.0M | 0.60% | −19,735−4.7% | Reduced |
| Point72 Asset Management, L.P. | 390,584 | $116.6M | 0.20% | +390,584 | New |
| Balyasny Asset Management LLC | 369,040 | $110.2M | 0.22% | +322,934+700.4% | Added |
| Northern Trust Corp | 357,164 | $106.6M | 0.01% | +36,729+11.5% | Added |
| Primecap Management Co | 353,950 | $105.7M | 0.08% | +133,900+60.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 331,109 | $98.8M | 0.33% | +55,034+19.9% | Added |
| Price T Rowe Associates Inc | 326,665 | $97.5M | 0.01% | −290,667−47.1% | Reduced |
| Bank of New York Mellon Corp | 319,237 | $95.3M | 0.02% | −866−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 318,967 | $95.2M | 0.11% | +112,410+54.4% | Added |
| Paralel Advisors LLC | 300,000 | $89.6M | 3.72% | 00.0% | Unchanged |
| UBS Group AG | 292,605 | $87.3M | 0.02% | −59,179−16.8% | Reduced |
| Charles Schwab Investment Management Inc | 275,310 | $82.2M | 0.01% | +8,120+3.0% | Added |
| Artemis Investment Management LLP | 275,182 | $82.1M | 0.87% | +69,495+33.8% | Added |
| Stephens Investment Management Group LLC | 259,808 | $77.6M | 1.06% | +14,746+6.0% | Added |
| William Blair Investment Management, LLC | 256,476 | $76.6M | 0.25% | −74,551−22.5% | Reduced |
| Qube Research & Technologies Ltd | 248,864 | $74.3M | 0.11% | +245,291+6,865.1% | Added |
| Vanguard Fiduciary Trust Co | 239,104 | $71.4M | 0.02% | +239,104 | New |
| Bank of America Corp | 234,689 | $70.1M | 0.01% | −6,921−2.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 232,571 | $69.4M | 0.04% | +232,571 | New |
| Victory Capital Management Inc | 198,770 | $59.3M | 0.04% | +7,784+4.1% | Added |
| Schroder Investment Management Group | 190,927 | $54.5M | 0.04% | +22,587+13.4% | Added |
| Quantinno Capital Management LP | 175,633 | $52.4M | 0.09% | +62,154+54.8% | Added |
| Renaissance Technologies LLC | 173,860 | $51.9M | 0.08% | +160,260+1,178.4% | Added |
| Rockefeller Capital Management L.P. | 173,133 | $51.7M | 0.09% | −1,959−1.1% | Reduced |
| TimesSquare Capital Management, LLC | 165,966 | $49.5M | 0.84% | −2,708−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 161,805 | $48.3M | 0.04% | −307−0.2% | Reduced |
| Longaeva Partners L.P. | 157,263 | $46.9M | 2.26% | +157,263 | New |
| Capital International Investors | 155,769 | $46.5M | 0.01% | −11,021−6.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 144,432 | $43.1M | 0.18% | +144,432 | New |
| Nomura Asset Management International Inc. | 141,624 | $42.3M | 0.07% | −70,118−33.1% | Reduced |
| TD Waterhouse Canada Inc. | 136,010 | $40.9M | 0.12% | +122,502+906.9% | Added |
| Franklin Resources Inc | 133,903 | $40.0M | 0.01% | −18,692−12.2% | Reduced |
| Janus Henderson Group PLC | 127,872 | $38.2M | 0.02% | +34,817+37.4% | Added |
| Royce & Associates LP | 126,617 | $37.8M | 0.37% | +30,669+32.0% | Added |
| Ceredex Value Advisors LLC | 123,525 | $36.9M | 1.16% | +23,215+23.1% | Added |
| Global Alpha Capital Management Ltd. | 118,857 | $35.5M | 2.13% | −800−0.7% | Reduced |
| Canada Pension Plan Investment Board | 116,040 | $34.6M | 0.02% | +29,520+34.1% | Added |
| Marshall Wace, LLP | 109,630 | $32.7M | 0.04% | +109,630 | New |
| Westwood Holdings Group Inc. | 108,256 | $32.3M | 0.24% | +35,817+49.4% | Added |
| Braun Stacey Associates Inc | 107,968 | $32.2M | 1.07% | −2,423−2.2% | Reduced |
| Holocene Advisors, LP | 107,831 | $32.2M | 0.08% | −131,769−55.0% | Reduced |
| Allianz Asset Management GmbH | 106,178 | $31.7M | 0.04% | +65,239+159.4% | Added |
| SG Americas Securities, LLC | 103,006 | $30.7M | 0.03% | +100,422+3,886.3% | Added |
| Two Sigma Investments, LP | 101,485 | $30.3M | 0.03% | +92,374+1,013.9% | Added |
| Retirement Systems of Alabama | 100,589 | $30.0M | 0.10% | +997+1.0% | Added |
| Rhumbline Advisers | 100,437 | $30.0M | 0.03% | +1,806+1.8% | Added |
| Raymond James Financial Inc | 100,242 | $29.7M | 0.01% | −46,437−31.7% | Reduced |
| WCM Investment Management, LLC | 100,148 | $28.6M | 0.07% | −3,674−3.5% | Reduced |
| Ieq Capital, LLC | 94,874 | $28.3M | 0.13% | +20,823+28.1% | Added |
| Lord, Abbett & Co. LLC | 91,902 | $27.4M | 0.09% | −289,999−75.9% | Reduced |
| Bridgewater Associates, LP | 90,438 | $27.0M | 0.12% | −17,987−16.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 89,900 | $26.8M | 0.04% | +89,900 | New |
| Engineers Gate Manager LP | 88,415 | $26.4M | 0.33% | +49,810+129.0% | Added |
| UBS Asset Management Americas Inc | 87,293 | $26.1M | 0.01% | +2,434+2.9% | Added |
| Principal Financial Group Inc | 86,286 | $25.8M | 0.01% | +1,807+2.1% | Added |
| Fort Washington Investment Advisors Inc | 85,197 | $25.4M | 0.14% | +6,392+8.1% | Added |
| American Century Companies Inc | 83,303 | $24.9M | 0.01% | −27,861−25.1% | Reduced |
| Russell Investments Group, Ltd. | 78,241 | $23.3M | 0.03% | +52,568+204.8% | Added |
| Swiss National Bank | 76,560 | $22.9M | 0.01% | +480+0.6% | Added |
| Neuberger Berman Group LLC | 75,135 | $22.4M | 0.02% | −105,169−58.3% | Reduced |
| Junto Capital Management LP | 74,760 | $22.3M | 0.47% | −147,235−66.3% | Reduced |
| SEI Investments Co | 74,402 | $22.2M | 0.02% | +12,967+21.1% | Added |
| Nuveen, LLC | 73,400 | $21.9M | 0.01% | +80.0% | Added |
| California Public Employees Retirement System | 72,919 | $21.8M | 0.01% | +2,755+3.9% | Added |
| ProShare Advisors LLC | 70,116 | $20.9M | 0.03% | −34,554−33.0% | Reduced |
| Alliancebernstein L.P. | 61,043 | $20.8M | 0.01% | −356−0.6% | Reduced |
| Millennium Management LLC | 69,158 | $20.6M | 0.02% | −467,488−87.1% | Reduced |
| Macquarie Group Ltd | 66,537 | $19.9M | 0.12% | −133,959−66.8% | Reduced |
| Envestnet Asset Management Inc | 66,536 | $19.9M | 0.01% | +1,241+1.9% | Added |
| Citadel Advisors LLC | 66,075 | $19.7M | 0.01% | −22,067−25.0% | Reduced |
| Public Employees Retirement Association of Colorado | 64,882 | $19.4M | 0.08% | +61,000+1,571.4% | Added |
| Treasurer of the State of North Carolina | 63,080 | $18.8M | 0.06% | +4,945+8.5% | Added |
| Cerity Partners LLC | 61,453 | $18.3M | 0.03% | +12,510+25.6% | Added |
| Boston Trust Walden Corp | 61,316 | $18.3M | 0.15% | +61,316 | New |
| GW&K Investment Management, LLC | 59,232 | $17.7M | 0.16% | +3,233+5.8% | Added |
| Agf Management Ltd | 58,508 | $17.5M | 0.08% | −1,419−2.4% | Reduced |
| Cookson Peirce & Co Inc | 57,450 | $17.1M | 0.73% | −836−1.4% | Reduced |
| Deutsche Bank AG | 57,094 | $17.0M | 0.01% | +43,414+317.4% | Added |
| State of Wisconsin Investment Board | 56,997 | $17.0M | 0.04% | −6,498−10.2% | Reduced |
| Ameriprise Financial Inc | 55,954 | $16.7M | 0.00% | +1,199+2.2% | Added |
| Amundi | 55,529 | $16.6M | 0.00% | +45,162+435.6% | Added |
| CCM Investment Advisers LLC | 54,963 | $16.4M | 1.57% | −899−1.6% | Reduced |
| Legal & General Group Plc | 54,895 | $16.4M | 0.00% | −4,970−8.3% | Reduced |
| STRS Ohio | 54,882 | $16.4M | 0.06% | −10.0% | Reduced |