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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 54,206 | $16.2M | 0.24% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 52,890 | $15.8M | 0.16% | +15,463+41.3% | Added |
| Marsico Capital Management LLC | 50,839 | $15.2M | 0.45% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 50,118 | $15.0M | 0.12% | −3,520−6.6% | Reduced |
| Woodline Partners LP | 50,083 | $15.0M | 0.06% | +50,083 | New |
| Freestone Grove Partners LP | 48,822 | $14.6M | 0.11% | +2,046+4.4% | Added |
| Empire Life Investments Inc. | 47,292 | $14.2M | 0.87% | −5,049−9.6% | Reduced |
| Royal Bank of Canada | 47,313 | $14.1M | 0.00% | +14,249+43.1% | Added |
| New York State Teachers Retirement System | 46,909 | $14.0M | 0.03% | −1,253−2.6% | Reduced |
| Wells Fargo & Company | 46,000 | $13.7M | 0.00% | −842−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 45,433 | $13.6M | 0.01% | +37,219+453.1% | Added |
| California State Teachers Retirement System | 44,866 | $13.4M | 0.01% | +8,343+22.8% | Added |
| Epoch Investment Partners, Inc. | 44,475 | $13.3M | 0.08% | −9,432−17.5% | Reduced |
| CI Private Wealth, LLC | 43,669 | $13.0M | 0.02% | +32,936+306.9% | Added |
| Panagora Asset Management Inc | 41,268 | $12.3M | 0.05% | +41,268 | New |
| Barclays PLC | 40,869 | $12.2M | 0.00% | +14,682+56.1% | Added |
| Cresset Asset Management, LLC | 40,780 | $12.2M | 0.05% | +70+0.2% | Added |
| Mariner, LLC | 40,337 | $12.0M | 0.01% | +19,987+98.2% | Added |
| Jackson Wealth Management, LLC | 39,605 | $11.8M | 1.22% | −500−1.2% | Reduced |
| CWM, LLC | 39,349 | $11.7M | 0.03% | +11,622+41.9% | Added |
| Peregrine Capital Management LLC | 38,798 | $11.6M | 0.43% | −2,048−5.0% | Reduced |
| Morse Asset Management, Inc | 38,455 | $11.5M | 2.39% | −219−0.6% | Reduced |
| Interval Partners, LP | 36,714 | $11.0M | 0.38% | −34,671−48.6% | Reduced |
| State Board of Administration of Florida Retirement System | 36,343 | $10.8M | 0.02% | −325−0.9% | Reduced |
| Leeward Investments, LLC - MA | 36,151 | $10.8M | 0.53% | −1,244−3.3% | Reduced |
| Van Eck Associates Corp | 35,989 | $10.7M | 0.01% | +1,291+3.7% | Added |
| Public Employees Retirement System of Ohio | 35,712 | $10.7M | 0.03% | −369−1.0% | Reduced |
| Cramer Rosenthal McGlynn LLC | 35,668 | $10.6M | 0.78% | −47,234−57.0% | Reduced |
| Cander Asset Management LP | 35,610 | $10.6M | 1.91% | +35,610 | New |
| Vanguard Asset Management, Ltd | 34,792 | $10.4M | 0.01% | +34,792 | New |
| Segall Bryant & Hamill, LLC | 34,507 | $10.3M | 0.15% | +34,507 | New |
| Prana Capital Management, LP | 34,376 | $10.3M | 0.31% | +12,327+55.9% | Added |
| Stifel Financial Corp | 34,308 | $10.2M | 0.01% | −2,557−6.9% | Reduced |
| Natixis Advisors, L.P. | 33,949 | $10.1M | 0.01% | −1,431−4.0% | Reduced |
| Pinnacle Associates Ltd | 32,577 | $9.72M | 0.12% | +10,943+50.6% | Added |
| Glenmede Trust Co NA | 32,471 | $9.69M | 0.05% | −2,743−7.8% | Reduced |
| XTX Topco Ltd | 32,349 | $9.66M | 0.17% | +32,349 | New |
| Appleton Partners Inc | 31,925 | $9.53M | 0.66% | +1,221+4.0% | Added |
| Trexquant Investment LP | 30,884 | $9.22M | 0.07% | +19,997+183.7% | Added |
| Bokf, NA | 30,815 | $9.20M | 0.14% | −6,716−17.9% | Reduced |
| Jane Street Group, LLC | 30,576 | $9.13M | 0.01% | +29,080+1,943.9% | Added |
| Castleark Management LLC | 30,416 | $9.08M | 0.30% | −1,630−5.1% | Reduced |
| Colony Group, LLC | 29,884 | $8.97M | 0.01% | +3,821+14.7% | Added |
| Verdence Capital Advisors LLC | 29,805 | $8.90M | 0.52% | −3,352−10.1% | Reduced |
| Los Angeles Capital Management LLC | 28,732 | $8.58M | 0.03% | −27,302−48.7% | Reduced |
| FIL Ltd | 28,106 | $8.39M | 0.01% | +28,106 | New |
| Great West Life Assurance Co | 27,364 | $8.18M | 0.01% | +432+1.6% | Added |
| Channing Capital Management, LLC | 27,362 | $8.17M | 0.21% | −192,366−87.5% | Reduced |
| First Trust Advisors LP | 26,644 | $7.95M | 0.01% | −2,495−8.6% | Reduced |
| LPL Financial LLC | 26,274 | $7.84M | 0.00% | +3,087+13.3% | Added |
| Entropy Technologies, LP | 25,911 | $7.73M | 0.36% | +25,911 | New |
| Creative Planning | 25,207 | $7.52M | 0.01% | +10,736+74.2% | Added |
| Blair William & Co | 25,157 | $7.51M | 0.02% | +12,039+91.8% | Added |
| Sarasin & Partners LLP | 25,000 | $7.46M | 0.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 26,006 | $7.26M | 0.00% | +24,305+1,428.9% | Added |
| Man Group plc | 24,130 | $7.20M | 0.01% | −20,089−45.4% | Reduced |
| SummitTX Capital, L.P. | 24,089 | $7.19M | 0.23% | +17,676+275.6% | Added |
| Dorsey Wright & Associates | 23,101 | $6.90M | 0.85% | +10,634+85.3% | Added |
| Algert Global LLC | 23,049 | $6.88M | 0.10% | +12,950+128.2% | Added |
| HRT Financial LP | 22,645 | $6.76M | 0.02% | +17,303+323.9% | Added |
| Thrivent Financial for Lutherans | 22,057 | $6.58M | 0.01% | −1,137−4.9% | Reduced |
| Advisors Capital Management, LLC | 21,641 | $6.46M | 0.08% | −324−1.5% | Reduced |
| New York State Common Retirement Fund | 21,401 | $6.39M | 0.01% | −49,727−69.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 22,068 | $6.36M | 0.01% | +7,109+47.5% | Added |
| Peregrine Investment Management Inc | 21,210 | $6.33M | 4.98% | −3,900−15.5% | Reduced |
| BW Gestao de Investimentos Ltda. | 21,010 | $6.27M | 0.28% | −502−2.3% | Reduced |
| Fifth Third Bancorp | 20,929 | $6.25M | 0.01% | +11,702+126.8% | Added |
| Gotham Asset Management, LLC | 20,676 | $6.17M | 0.02% | −112−0.5% | Reduced |
| Susquehanna International Group, LLP | 20,525 | $6.13M | 0.01% | +14,459+238.4% | Added |
| Axxcess Wealth Management, LLC | 20,319 | $6.07M | 0.19% | −323−1.6% | Reduced |
| Natixis | 19,444 | $5.80M | 0.02% | +19,444 | New |
| MetLife Investment Management | 18,998 | $5.67M | 0.03% | +129+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $5.44M | 0.05% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 17,781 | $5.31M | 0.77% | +17,781 | New |
| Amalgamated Bank | 17,615 | $5.26M | 0.04% | +252+1.5% | Added |
| Voya Investment Management LLC | 17,527 | $5.23M | 0.01% | −10,033−36.4% | Reduced |
| Zacks Investment Management | 17,242 | $5.15M | 0.04% | −882−4.9% | Reduced |
| PEAK6 LLC | 17,138 | $5.12M | 0.15% | +17,138 | New |
| Advisory Services Network, LLC | 17,048 | $5.09M | 0.07% | +553+3.4% | Added |
| Horizon Investments, LLC | 16,919 | $5.05M | 0.06% | +15,972+1,686.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 16,789 | $5.01M | 0.01% | +12,015+251.7% | Added |
| Waratah Capital Advisors Ltd. | 16,581 | $4.95M | 0.44% | −10,429−38.6% | Reduced |
| Bridges Investment Management Inc | 16,460 | $4.91M | 0.07% | +2,253+15.9% | Added |
| Sequoia Financial Advisors, LLC | 16,372 | $4.89M | 0.03% | −205−1.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 16,137 | $4.82M | 0.48% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 16,090 | $4.80M | 0.23% | −8,105−33.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,868 | $4.74M | 0.01% | +2,972+23.0% | Added |
| Centric Wealth Management | 14,764 | $4.71M | 0.94% | −76−0.5% | Reduced |
| Vanguard Global Advisers, LLC | 15,711 | $4.69M | 0.00% | +15,711 | New |
| Police & Firemen's Retirement System of New Jersey | 15,673 | $4.68M | 0.04% | +95+0.6% | Added |
| Syon Capital LLC | 15,625 | $4.66M | 0.23% | −3,883−19.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 15,213 | $4.54M | 0.01% | +7,729+103.3% | Added |
| Alps Advisors Inc | 15,090 | $4.50M | 0.02% | −136−0.9% | 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 |
| Mutual of America Capital Management LLC | 14,822 | $4.42M | 0.05% | −1,275−7.9% | Reduced |
| Mercer Global Advisors Inc | 14,802 | $4.42M | 0.01% | +6,415+76.5% | Added |
| State of Tennessee, Treasury Department | 14,734 | $4.40M | 0.01% | 00.0% | Unchanged |
| EFG International AG | 14,483 | $4.32M | 0.09% | −12,338−46.0% | Reduced |
| Polar Asset Management Partners Inc. | 14,457 | $4.32M | 0.10% | −28,143−66.1% | Reduced |