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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 107,831 | $32.2M | 0.08% | −131,769−55.0% | Reduced |
| Braun Stacey Associates Inc | 107,968 | $32.2M | 1.07% | −2,423−2.2% | Reduced |
| Westwood Holdings Group Inc. | 108,256 | $32.3M | 0.24% | +35,817+49.4% | Added |
| Marshall Wace, LLP | 109,630 | $32.7M | 0.04% | +109,630 | New |
| Canada Pension Plan Investment Board | 116,040 | $34.6M | 0.02% | +29,520+34.1% | Added |
| Global Alpha Capital Management Ltd. | 118,857 | $35.5M | 2.13% | −800−0.7% | Reduced |
| Ceredex Value Advisors LLC | 123,525 | $36.9M | 1.16% | +23,215+23.1% | Added |
| Royce & Associates LP | 126,617 | $37.8M | 0.37% | +30,669+32.0% | Added |
| Janus Henderson Group PLC | 127,872 | $38.2M | 0.02% | +34,817+37.4% | Added |
| Franklin Resources Inc | 133,903 | $40.0M | 0.01% | −18,692−12.2% | Reduced |
| TD Waterhouse Canada Inc. | 136,010 | $40.9M | 0.12% | +122,502+906.9% | Added |
| Nomura Asset Management International Inc. | 141,624 | $42.3M | 0.07% | −70,118−33.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 144,432 | $43.1M | 0.18% | +144,432 | New |
| Capital International Investors | 155,769 | $46.5M | 0.01% | −11,021−6.6% | Reduced |
| Longaeva Partners L.P. | 157,263 | $46.9M | 2.26% | +157,263 | New |
| Manufacturers Life Insurance Company, The | 161,805 | $48.3M | 0.04% | −307−0.2% | Reduced |
| TimesSquare Capital Management, LLC | 165,966 | $49.5M | 0.84% | −2,708−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 173,133 | $51.7M | 0.09% | −1,959−1.1% | Reduced |
| Renaissance Technologies LLC | 173,860 | $51.9M | 0.08% | +160,260+1,178.4% | Added |
| Quantinno Capital Management LP | 175,633 | $52.4M | 0.09% | +62,154+54.8% | Added |
| Schroder Investment Management Group | 190,927 | $54.5M | 0.04% | +22,587+13.4% | Added |
| Victory Capital Management Inc | 198,770 | $59.3M | 0.04% | +7,784+4.1% | Added |
| Arrowstreet Capital, Limited Partnership | 232,571 | $69.4M | 0.04% | +232,571 | New |
| Bank of America Corp | 234,689 | $70.1M | 0.01% | −6,921−2.9% | Reduced |
| Vanguard Fiduciary Trust Co | 239,104 | $71.4M | 0.02% | +239,104 | New |
| Qube Research & Technologies Ltd | 248,864 | $74.3M | 0.11% | +245,291+6,865.1% | Added |
| William Blair Investment Management, LLC | 256,476 | $76.6M | 0.25% | −74,551−22.5% | Reduced |
| Stephens Investment Management Group LLC | 259,808 | $77.6M | 1.06% | +14,746+6.0% | Added |
| Artemis Investment Management LLP | 275,182 | $82.1M | 0.87% | +69,495+33.8% | Added |
| Charles Schwab Investment Management Inc | 275,310 | $82.2M | 0.01% | +8,120+3.0% | Added |
| UBS Group AG | 292,605 | $87.3M | 0.02% | −59,179−16.8% | Reduced |
| Paralel Advisors LLC | 300,000 | $89.6M | 3.72% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 318,967 | $95.2M | 0.11% | +112,410+54.4% | Added |
| Bank of New York Mellon Corp | 319,237 | $95.3M | 0.02% | −866−0.3% | Reduced |
| Price T Rowe Associates Inc | 326,665 | $97.5M | 0.01% | −290,667−47.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 331,109 | $98.8M | 0.33% | +55,034+19.9% | Added |
| Primecap Management Co | 353,950 | $105.7M | 0.08% | +133,900+60.8% | Added |
| Northern Trust Corp | 357,164 | $106.6M | 0.01% | +36,729+11.5% | Added |
| Balyasny Asset Management LLC | 369,040 | $110.2M | 0.22% | +322,934+700.4% | Added |
| Point72 Asset Management, L.P. | 390,584 | $116.6M | 0.20% | +390,584 | New |
| Bahl & Gaynor Inc | 401,833 | $120.0M | 0.60% | −19,735−4.7% | Reduced |
| Fisher Asset Management, LLC | 424,719 | $126.8M | 0.04% | +104,914+32.8% | Added |
| JPMorgan Chase & Co | 468,882 | $133.7M | 0.01% | +31,376+7.2% | Added |
| Goldman Sachs Group Inc | 524,531 | $156.6M | 0.02% | +85,685+19.5% | Added |
| Dimensional Fund Advisors LP | 548,530 | $163.7M | 0.03% | +16,554+3.1% | Added |
| Boston Partners | 580,174 | $173.2M | 0.18% | −244,186−29.6% | Reduced |
| Wellington Management Group LLP | 623,259 | $186.0M | 0.03% | −1,308,115−67.7% | Reduced |
| Morgan Stanley | 917,801 | $274.0M | 0.02% | +231,198+33.7% | Added |
| TD Asset Management Inc | 958,472 | $286.1M | 0.23% | −256,254−21.1% | Reduced |
| Geode Capital Management, LLC | 1,043,338 | $311.5M | 0.02% | +118,438+12.8% | Added |
| State Street Corp | 1,179,024 | $352.0M | 0.01% | +19,281+1.7% | Added |
| AQR Capital Management LLC | 1,316,852 | $388.1M | 0.18% | +458,887+53.5% | Added |
| Invesco Ltd. | 1,424,686 | $425.3M | 0.04% | +80,860+6.0% | Added |
| FMR LLC | 1,669,662 | $498.4M | 0.03% | +413,420+32.9% | Added |
| Vanguard Capital Management LLC | 1,694,949 | $506.0M | 0.01% | +1,694,949 | New |
| Vanguard Portfolio Management LLC | 1,974,144 | $589.3M | 0.03% | +1,974,144 | New |
| BlackRock, Inc. | 3,648,858 | $1.09B | 0.02% | +189,810+5.5% | Added |
| Azora Capital LP | 0 | $0 | 0.00% | −118,110−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −86,785−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −69,797−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −66,650−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −46,881−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −32,661−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −28,606−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,450−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −13,096−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −10,253−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −9,788−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,474−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −8,325−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,202−100.0% | Sold out |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −5,749−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −4,280−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,179−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,127−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −2,741−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −2,581−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −1,787−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −1,707−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −1,027−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |