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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 7,393 | $2.21M | 0.01% | −1,024−12.2% | Reduced |
| Cetera Investment Advisers | 7,481 | $2.23M | 0.00% | +441+6.3% | Added |
| Axq Capital, LP | 7,526 | $2.25M | 0.29% | +7,526 | New |
| Bank of Montreal | 7,639 | $2.28M | 0.00% | +319+4.4% | Added |
| HSBC Holdings PLC | 7,565 | $2.28M | 0.00% | +6,075+407.7% | Added |
| Hager Investment Management Services, LLC | 7,812 | $2.33M | 1.28% | +25+0.3% | Added |
| Hancock Whitney Corp | 7,284 | $2.34M | 0.04% | +79+1.1% | Added |
| Allstate Corp | 7,842 | $2.34M | 0.03% | +7,842 | New |
| Element Squared LLC | 7,894 | $2.36M | 1.33% | +7,894 | New |
| Summit Trail Advisors, LLC | 7,908 | $2.36M | 0.03% | +1,334+20.3% | Added |
| Oregon Public Employees Retirement Fund | 7,956 | $2.37M | 0.03% | +197+2.5% | Added |
| Vestcor Inc | 7,975 | $2.38M | 0.07% | +3,389+73.9% | Added |
| New Mexico Educational Retirement Board | 8,000 | $2.39M | 0.07% | 00.0% | Unchanged |
| James Investment Research Inc | 8,197 | $2.45M | 0.27% | +13+0.2% | Added |
| HighTower Advisors, LLC | 8,356 | $2.49M | 0.00% | +1,701+25.6% | Added |
| Covea Finance | 8,400 | $2.51M | 0.09% | −95,500−91.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,553 | $2.55M | 0.00% | +503+6.2% | Added |
| Teacher Retirement System of Texas | 8,595 | $2.57M | 0.01% | −2,282−21.0% | Reduced |
| Pathstone Holdings, LLC | 8,595 | $2.57M | 0.01% | +1,676+24.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,664 | $2.59M | 0.04% | +11+0.1% | Added |
| South Dakota Investment Council | 8,817 | $2.63M | 0.05% | +2,000+29.3% | Added |
| KLP Kapitalforvaltning AS | 8,820 | $2.63M | 0.01% | +360+4.3% | Added |
| Essex Investment Management Co LLC | 8,939 | $2.67M | 0.42% | +170+1.9% | Added |
| Guggenheim Capital LLC | 8,962 | $2.68M | 0.02% | −3,927−30.5% | Reduced |
| DGS Capital Management, LLC | 9,031 | $2.70M | 0.44% | +764+9.2% | Added |
| Eagle Rock Investment Company, LLC | 9,268 | $2.77M | 0.40% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,282 | $2.77M | 0.05% | +217+2.4% | Added |
| State of Michigan Retirement System | 9,305 | $2.78M | 0.01% | +200+2.2% | Added |
| Intech Investment Management LLC | 9,306 | $2.78M | 0.03% | +3,750+67.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,691 | $2.89M | 0.01% | +12+0.1% | Added |
| Emerald Investment Advisers, LLC | 9,699 | $2.90M | 0.26% | +9,699 | New |
| Vanguard Investments Australia, Ltd. | 9,701 | $2.90M | 0.01% | +9,701 | New |
| Campbell Newman Asset Management Inc | 10,027 | $2.99M | 0.24% | +173+1.8% | Added |
| Ensign Peak Advisors, Inc | 10,463 | $3.12M | 0.01% | +4,205+67.2% | Added |
| Arizona State Retirement System | 10,621 | $3.17M | 0.02% | −120−1.1% | Reduced |
| Handelsbanken Fonder AB | 10,657 | $3.18M | 0.01% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 10,763 | $3.21M | 0.89% | −69−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 10,833 | $3.23M | 0.05% | +8,530+370.4% | Added |
| Vident Advisory, LLC | 10,835 | $3.23M | 0.03% | +8,180+308.1% | Added |
| Brinker Capital Investments, LLC | 11,135 | $3.32M | 0.03% | −1,136−9.3% | Reduced |
| Louisiana State Employees Retirement System | 11,200 | $3.34M | 0.06% | +500+4.7% | Added |
| CX Institutional | 11,376 | $3.40M | 0.10% | +11,376 | New |
| Rocky Mountain Advisers, LLC | 11,525 | $3.44M | 0.98% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,728 | $3.50M | 0.04% | −573−4.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,836 | $3.53M | 0.03% | +1,100+10.2% | Added |
| Citigroup Inc | 12,174 | $3.63M | 0.00% | +2,775+29.5% | Added |
| Whittier Trust Co | 11,989 | $3.65M | 0.04% | +11,093+1,238.1% | Added |
| US Bancorp | 12,402 | $3.70M | 0.00% | +409+3.4% | Added |
| JustInvest LLC | 12,453 | $3.72M | 0.04% | +521+4.4% | Added |
| State of New Jersey Common Pension Fund D | 12,554 | $3.75M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,945 | $3.86M | 0.01% | +1,588+14.0% | Added |
| Mitchell Capital Management Co | 12,947 | $3.86M | 0.71% | +12,947 | New |
| Tremblant Capital Group | 13,481 | $4.02M | 0.13% | −132,165−90.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 13,563 | $4.05M | 0.34% | −875−6.1% | Reduced |
| Picton Mahoney Asset Management | 13,834 | $4.13M | 0.04% | −12,300−47.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,147 | $4.22M | 0.01% | +1,660+13.3% | Added |
| Campbell & CO Investment Adviser LLC | 14,272 | $4.26M | 0.24% | +14,272 | New |
| Polar Asset Management Partners Inc. | 14,457 | $4.32M | 0.10% | −28,143−66.1% | Reduced |
| EFG International AG | 14,483 | $4.32M | 0.09% | −12,338−46.0% | Reduced |
| State of Tennessee, Treasury Department | 14,734 | $4.40M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,802 | $4.42M | 0.01% | +6,415+76.5% | Added |
| Mutual of America Capital Management LLC | 14,822 | $4.42M | 0.05% | −1,275−7.9% | Reduced |
| Harbor Advisors LLC | 15,000 | $4.48M | 0.65% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 15,000 | $4.48M | 0.01% | +15,000 | New |
| Alps Advisors Inc | 15,090 | $4.50M | 0.02% | −136−0.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 15,213 | $4.54M | 0.01% | +7,729+103.3% | Added |
| Syon Capital LLC | 15,625 | $4.66M | 0.23% | −3,883−19.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,673 | $4.68M | 0.04% | +95+0.6% | Added |
| Vanguard Global Advisers, LLC | 15,711 | $4.69M | 0.00% | +15,711 | New |
| Centric Wealth Management | 14,764 | $4.71M | 0.94% | −76−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,868 | $4.74M | 0.01% | +2,972+23.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 16,090 | $4.80M | 0.23% | −8,105−33.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 16,137 | $4.82M | 0.48% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 16,372 | $4.89M | 0.03% | −205−1.2% | Reduced |
| Bridges Investment Management Inc | 16,460 | $4.91M | 0.07% | +2,253+15.9% | Added |
| Waratah Capital Advisors Ltd. | 16,581 | $4.95M | 0.44% | −10,429−38.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 16,789 | $5.01M | 0.01% | +12,015+251.7% | Added |
| Horizon Investments, LLC | 16,919 | $5.05M | 0.06% | +15,972+1,686.6% | Added |
| Advisory Services Network, LLC | 17,048 | $5.09M | 0.07% | +553+3.4% | Added |
| PEAK6 LLC | 17,138 | $5.12M | 0.15% | +17,138 | New |
| Zacks Investment Management | 17,242 | $5.15M | 0.04% | −882−4.9% | Reduced |
| Voya Investment Management LLC | 17,527 | $5.23M | 0.01% | −10,033−36.4% | Reduced |
| Amalgamated Bank | 17,615 | $5.26M | 0.04% | +252+1.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 17,781 | $5.31M | 0.77% | +17,781 | New |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $5.44M | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 18,998 | $5.67M | 0.03% | +129+0.7% | Added |
| Natixis | 19,444 | $5.80M | 0.02% | +19,444 | New |
| Axxcess Wealth Management, LLC | 20,319 | $6.07M | 0.19% | −323−1.6% | Reduced |
| Susquehanna International Group, LLP | 20,525 | $6.13M | 0.01% | +14,459+238.4% | Added |
| Gotham Asset Management, LLC | 20,676 | $6.17M | 0.02% | −112−0.5% | Reduced |
| Fifth Third Bancorp | 20,929 | $6.25M | 0.01% | +11,702+126.8% | Added |
| BW Gestao de Investimentos Ltda. | 21,010 | $6.27M | 0.28% | −502−2.3% | Reduced |
| Peregrine Investment Management Inc | 21,210 | $6.33M | 4.98% | −3,900−15.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 22,068 | $6.36M | 0.01% | +7,109+47.5% | Added |
| New York State Common Retirement Fund | 21,401 | $6.39M | 0.01% | −49,727−69.9% | Reduced |
| Advisors Capital Management, LLC | 21,641 | $6.46M | 0.08% | −324−1.5% | Reduced |
| Thrivent Financial for Lutherans | 22,057 | $6.58M | 0.01% | −1,137−4.9% | Reduced |
| HRT Financial LP | 22,645 | $6.76M | 0.02% | +17,303+323.9% | Added |
| Algert Global LLC | 23,049 | $6.88M | 0.10% | +12,950+128.2% | Added |
| Dorsey Wright & Associates | 23,101 | $6.90M | 0.85% | +10,634+85.3% | Added |