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 |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 24,089 | $7.19M | 0.23% | +17,676+275.6% | Added |
| Man Group plc | 24,130 | $7.20M | 0.01% | −20,089−45.4% | Reduced |
| Jones Financial Companies LLLP | 26,006 | $7.26M | 0.00% | +24,305+1,428.9% | Added |
| Sarasin & Partners LLP | 25,000 | $7.46M | 0.09% | 00.0% | Unchanged |
| Blair William & Co | 25,157 | $7.51M | 0.02% | +12,039+91.8% | Added |
| Creative Planning | 25,207 | $7.52M | 0.01% | +10,736+74.2% | Added |
| Entropy Technologies, LP | 25,911 | $7.73M | 0.36% | +25,911 | New |
| LPL Financial LLC | 26,274 | $7.84M | 0.00% | +3,087+13.3% | Added |
| First Trust Advisors LP | 26,644 | $7.95M | 0.01% | −2,495−8.6% | Reduced |
| Channing Capital Management, LLC | 27,362 | $8.17M | 0.21% | −192,366−87.5% | Reduced |
| Great West Life Assurance Co | 27,364 | $8.18M | 0.01% | +432+1.6% | Added |
| FIL Ltd | 28,106 | $8.39M | 0.01% | +28,106 | New |
| Los Angeles Capital Management LLC | 28,732 | $8.58M | 0.03% | −27,302−48.7% | Reduced |
| Verdence Capital Advisors LLC | 29,805 | $8.90M | 0.52% | −3,352−10.1% | Reduced |
| Colony Group, LLC | 29,884 | $8.97M | 0.01% | +3,821+14.7% | Added |
| Castleark Management LLC | 30,416 | $9.08M | 0.30% | −1,630−5.1% | Reduced |
| Jane Street Group, LLC | 30,576 | $9.13M | 0.01% | +29,080+1,943.9% | Added |
| Bokf, NA | 30,815 | $9.20M | 0.14% | −6,716−17.9% | Reduced |
| Trexquant Investment LP | 30,884 | $9.22M | 0.07% | +19,997+183.7% | Added |
| Appleton Partners Inc | 31,925 | $9.53M | 0.66% | +1,221+4.0% | Added |
| XTX Topco Ltd | 32,349 | $9.66M | 0.17% | +32,349 | New |
| Glenmede Trust Co NA | 32,471 | $9.69M | 0.05% | −2,743−7.8% | Reduced |
| Pinnacle Associates Ltd | 32,577 | $9.72M | 0.12% | +10,943+50.6% | Added |
| Natixis Advisors, L.P. | 33,949 | $10.1M | 0.01% | −1,431−4.0% | Reduced |
| Stifel Financial Corp | 34,308 | $10.2M | 0.01% | −2,557−6.9% | Reduced |
| Prana Capital Management, LP | 34,376 | $10.3M | 0.31% | +12,327+55.9% | Added |
| Segall Bryant & Hamill, LLC | 34,507 | $10.3M | 0.15% | +34,507 | New |
| Vanguard Asset Management, Ltd | 34,792 | $10.4M | 0.01% | +34,792 | New |
| Cander Asset Management LP | 35,610 | $10.6M | 1.91% | +35,610 | New |
| Cramer Rosenthal McGlynn LLC | 35,668 | $10.6M | 0.78% | −47,234−57.0% | Reduced |
| Public Employees Retirement System of Ohio | 35,712 | $10.7M | 0.03% | −369−1.0% | Reduced |
| Van Eck Associates Corp | 35,989 | $10.7M | 0.01% | +1,291+3.7% | Added |
| Leeward Investments, LLC - MA | 36,151 | $10.8M | 0.53% | −1,244−3.3% | Reduced |
| State Board of Administration of Florida Retirement System | 36,343 | $10.8M | 0.02% | −325−0.9% | Reduced |
| Interval Partners, LP | 36,714 | $11.0M | 0.38% | −34,671−48.6% | Reduced |
| Morse Asset Management, Inc | 38,455 | $11.5M | 2.39% | −219−0.6% | Reduced |
| Peregrine Capital Management LLC | 38,798 | $11.6M | 0.43% | −2,048−5.0% | Reduced |
| CWM, LLC | 39,349 | $11.7M | 0.03% | +11,622+41.9% | Added |
| Jackson Wealth Management, LLC | 39,605 | $11.8M | 1.22% | −500−1.2% | Reduced |
| Mariner, LLC | 40,337 | $12.0M | 0.01% | +19,987+98.2% | Added |
| Cresset Asset Management, LLC | 40,780 | $12.2M | 0.05% | +70+0.2% | Added |
| Barclays PLC | 40,869 | $12.2M | 0.00% | +14,682+56.1% | Added |
| Panagora Asset Management Inc | 41,268 | $12.3M | 0.05% | +41,268 | New |
| CI Private Wealth, LLC | 43,669 | $13.0M | 0.02% | +32,936+306.9% | Added |
| Epoch Investment Partners, Inc. | 44,475 | $13.3M | 0.08% | −9,432−17.5% | Reduced |
| California State Teachers Retirement System | 44,866 | $13.4M | 0.01% | +8,343+22.8% | Added |
| BNP Paribas Arbitrage, SA | 45,433 | $13.6M | 0.01% | +37,219+453.1% | Added |
| Wells Fargo & Company | 46,000 | $13.7M | 0.00% | −842−1.8% | Reduced |
| New York State Teachers Retirement System | 46,909 | $14.0M | 0.03% | −1,253−2.6% | Reduced |
| Royal Bank of Canada | 47,313 | $14.1M | 0.00% | +14,249+43.1% | Added |
| Empire Life Investments Inc. | 47,292 | $14.2M | 0.87% | −5,049−9.6% | Reduced |
| Freestone Grove Partners LP | 48,822 | $14.6M | 0.11% | +2,046+4.4% | Added |
| Woodline Partners LP | 50,083 | $15.0M | 0.06% | +50,083 | New |
| Schonfeld Strategic Advisors LLC | 50,118 | $15.0M | 0.12% | −3,520−6.6% | Reduced |
| Marsico Capital Management LLC | 50,839 | $15.2M | 0.45% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 52,890 | $15.8M | 0.16% | +15,463+41.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 54,206 | $16.2M | 0.24% | 00.0% | Unchanged |
| STRS Ohio | 54,882 | $16.4M | 0.06% | −10.0% | Reduced |
| Legal & General Group Plc | 54,895 | $16.4M | 0.00% | −4,970−8.3% | Reduced |
| CCM Investment Advisers LLC | 54,963 | $16.4M | 1.57% | −899−1.6% | Reduced |
| Amundi | 55,529 | $16.6M | 0.00% | +45,162+435.6% | Added |
| Ameriprise Financial Inc | 55,954 | $16.7M | 0.00% | +1,199+2.2% | Added |
| State of Wisconsin Investment Board | 56,997 | $17.0M | 0.04% | −6,498−10.2% | Reduced |
| Deutsche Bank AG | 57,094 | $17.0M | 0.01% | +43,414+317.4% | Added |
| Cookson Peirce & Co Inc | 57,450 | $17.1M | 0.73% | −836−1.4% | Reduced |
| Agf Management Ltd | 58,508 | $17.5M | 0.08% | −1,419−2.4% | Reduced |
| GW&K Investment Management, LLC | 59,232 | $17.7M | 0.16% | +3,233+5.8% | Added |
| Boston Trust Walden Corp | 61,316 | $18.3M | 0.15% | +61,316 | New |
| Cerity Partners LLC | 61,453 | $18.3M | 0.03% | +12,510+25.6% | Added |
| Treasurer of the State of North Carolina | 63,080 | $18.8M | 0.06% | +4,945+8.5% | Added |
| Public Employees Retirement Association of Colorado | 64,882 | $19.4M | 0.08% | +61,000+1,571.4% | Added |
| Citadel Advisors LLC | 66,075 | $19.7M | 0.01% | −22,067−25.0% | Reduced |
| Envestnet Asset Management Inc | 66,536 | $19.9M | 0.01% | +1,241+1.9% | Added |
| Macquarie Group Ltd | 66,537 | $19.9M | 0.12% | −133,959−66.8% | Reduced |
| Millennium Management LLC | 69,158 | $20.6M | 0.02% | −467,488−87.1% | Reduced |
| Alliancebernstein L.P. | 61,043 | $20.8M | 0.01% | −356−0.6% | Reduced |
| ProShare Advisors LLC | 70,116 | $20.9M | 0.03% | −34,554−33.0% | Reduced |
| California Public Employees Retirement System | 72,919 | $21.8M | 0.01% | +2,755+3.9% | Added |
| Nuveen, LLC | 73,400 | $21.9M | 0.01% | +80.0% | Added |
| SEI Investments Co | 74,402 | $22.2M | 0.02% | +12,967+21.1% | Added |
| Junto Capital Management LP | 74,760 | $22.3M | 0.47% | −147,235−66.3% | Reduced |
| Neuberger Berman Group LLC | 75,135 | $22.4M | 0.02% | −105,169−58.3% | Reduced |
| Swiss National Bank | 76,560 | $22.9M | 0.01% | +480+0.6% | Added |
| Russell Investments Group, Ltd. | 78,241 | $23.3M | 0.03% | +52,568+204.8% | Added |
| American Century Companies Inc | 83,303 | $24.9M | 0.01% | −27,861−25.1% | Reduced |
| Fort Washington Investment Advisors Inc | 85,197 | $25.4M | 0.14% | +6,392+8.1% | Added |
| Principal Financial Group Inc | 86,286 | $25.8M | 0.01% | +1,807+2.1% | Added |
| UBS Asset Management Americas Inc | 87,293 | $26.1M | 0.01% | +2,434+2.9% | Added |
| Engineers Gate Manager LP | 88,415 | $26.4M | 0.33% | +49,810+129.0% | Added |
| Adage Capital Partners GP, L.L.C. | 89,900 | $26.8M | 0.04% | +89,900 | New |
| Bridgewater Associates, LP | 90,438 | $27.0M | 0.12% | −17,987−16.6% | Reduced |
| Lord, Abbett & Co. LLC | 91,902 | $27.4M | 0.09% | −289,999−75.9% | Reduced |
| Ieq Capital, LLC | 94,874 | $28.3M | 0.13% | +20,823+28.1% | Added |
| WCM Investment Management, LLC | 100,148 | $28.6M | 0.07% | −3,674−3.5% | Reduced |
| Raymond James Financial Inc | 100,242 | $29.7M | 0.01% | −46,437−31.7% | Reduced |
| Rhumbline Advisers | 100,437 | $30.0M | 0.03% | +1,806+1.8% | Added |
| Retirement Systems of Alabama | 100,589 | $30.0M | 0.10% | +997+1.0% | Added |
| Two Sigma Investments, LP | 101,485 | $30.3M | 0.03% | +92,374+1,013.9% | Added |
| SG Americas Securities, LLC | 103,006 | $30.7M | 0.03% | +100,422+3,886.3% | Added |
| Allianz Asset Management GmbH | 106,178 | $31.7M | 0.04% | +65,239+159.4% | Added |