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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 14,272 | $4.26M | 0.24% | +14,272 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,147 | $4.22M | 0.01% | +1,660+13.3% | Added |
| Picton Mahoney Asset Management | 13,834 | $4.13M | 0.04% | −12,300−47.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 13,563 | $4.05M | 0.34% | −875−6.1% | Reduced |
| Tremblant Capital Group | 13,481 | $4.02M | 0.13% | −132,165−90.7% | Reduced |
| Mitchell Capital Management Co | 12,947 | $3.86M | 0.71% | +12,947 | New |
| Captrust Financial Advisors | 12,945 | $3.86M | 0.01% | +1,588+14.0% | Added |
| State of New Jersey Common Pension Fund D | 12,554 | $3.75M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 12,453 | $3.72M | 0.04% | +521+4.4% | Added |
| US Bancorp | 12,402 | $3.70M | 0.00% | +409+3.4% | Added |
| Whittier Trust Co | 11,989 | $3.65M | 0.04% | +11,093+1,238.1% | Added |
| Citigroup Inc | 12,174 | $3.63M | 0.00% | +2,775+29.5% | Added |
| Teachers Retirement System of the State of Kentucky | 11,836 | $3.53M | 0.03% | +1,100+10.2% | Added |
| Yousif Capital Management, LLC | 11,728 | $3.50M | 0.04% | −573−4.7% | Reduced |
| Rocky Mountain Advisers, LLC | 11,525 | $3.44M | 0.98% | 00.0% | Unchanged |
| CX Institutional | 11,376 | $3.40M | 0.10% | +11,376 | New |
| Louisiana State Employees Retirement System | 11,200 | $3.34M | 0.06% | +500+4.7% | Added |
| Brinker Capital Investments, LLC | 11,135 | $3.32M | 0.03% | −1,136−9.3% | Reduced |
| Vident Advisory, LLC | 10,835 | $3.23M | 0.03% | +8,180+308.1% | Added |
| Crossmark Global Holdings, Inc. | 10,833 | $3.23M | 0.05% | +8,530+370.4% | Added |
| Bridge City Capital, LLC | 10,763 | $3.21M | 0.89% | −69−0.6% | Reduced |
| Handelsbanken Fonder AB | 10,657 | $3.18M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,621 | $3.17M | 0.02% | −120−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 10,463 | $3.12M | 0.01% | +4,205+67.2% | Added |
| Campbell Newman Asset Management Inc | 10,027 | $2.99M | 0.24% | +173+1.8% | Added |
| Vanguard Investments Australia, Ltd. | 9,701 | $2.90M | 0.01% | +9,701 | New |
| Emerald Investment Advisers, LLC | 9,699 | $2.90M | 0.26% | +9,699 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,691 | $2.89M | 0.01% | +12+0.1% | Added |
| Intech Investment Management LLC | 9,306 | $2.78M | 0.03% | +3,750+67.5% | Added |
| State of Michigan Retirement System | 9,305 | $2.78M | 0.01% | +200+2.2% | Added |
| Advisors Asset Management, Inc. | 9,282 | $2.77M | 0.05% | +217+2.4% | Added |
| Eagle Rock Investment Company, LLC | 9,268 | $2.77M | 0.40% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 9,031 | $2.70M | 0.44% | +764+9.2% | Added |
| Guggenheim Capital LLC | 8,962 | $2.68M | 0.02% | −3,927−30.5% | Reduced |
| Essex Investment Management Co LLC | 8,939 | $2.67M | 0.42% | +170+1.9% | Added |
| KLP Kapitalforvaltning AS | 8,820 | $2.63M | 0.01% | +360+4.3% | Added |
| South Dakota Investment Council | 8,817 | $2.63M | 0.05% | +2,000+29.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,664 | $2.59M | 0.04% | +11+0.1% | Added |
| Pathstone Holdings, LLC | 8,595 | $2.57M | 0.01% | +1,676+24.2% | Added |
| Teacher Retirement System of Texas | 8,595 | $2.57M | 0.01% | −2,282−21.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,553 | $2.55M | 0.00% | +503+6.2% | Added |
| Covea Finance | 8,400 | $2.51M | 0.09% | −95,500−91.9% | Reduced |
| HighTower Advisors, LLC | 8,356 | $2.49M | 0.00% | +1,701+25.6% | Added |
| James Investment Research Inc | 8,197 | $2.45M | 0.27% | +13+0.2% | Added |
| New Mexico Educational Retirement Board | 8,000 | $2.39M | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 7,975 | $2.38M | 0.07% | +3,389+73.9% | Added |
| Oregon Public Employees Retirement Fund | 7,956 | $2.37M | 0.03% | +197+2.5% | Added |
| Summit Trail Advisors, LLC | 7,908 | $2.36M | 0.03% | +1,334+20.3% | Added |
| Element Squared LLC | 7,894 | $2.36M | 1.33% | +7,894 | New |
| Allstate Corp | 7,842 | $2.34M | 0.03% | +7,842 | New |
| Hancock Whitney Corp | 7,284 | $2.34M | 0.04% | +79+1.1% | Added |
| Hager Investment Management Services, LLC | 7,812 | $2.33M | 1.28% | +25+0.3% | Added |
| HSBC Holdings PLC | 7,565 | $2.28M | 0.00% | +6,075+407.7% | Added |
| Bank of Montreal | 7,639 | $2.28M | 0.00% | +319+4.4% | Added |
| Axq Capital, LP | 7,526 | $2.25M | 0.29% | +7,526 | New |
| Cetera Investment Advisers | 7,481 | $2.23M | 0.00% | +441+6.3% | Added |
| O'Shaughnessy Asset Management, LLC | 7,393 | $2.21M | 0.01% | −1,024−12.2% | Reduced |
| Credit Agricole S A | 7,296 | $2.18M | 0.01% | −700−8.8% | Reduced |
| Monument Capital Management | 7,171 | $2.14M | 0.54% | +57+0.8% | Added |
| Princeton Capital Management LLC | 7,150 | $2.13M | 0.58% | +467+7.0% | Added |
| Ameritas Investment Partners, Inc. | 7,125 | $2.13M | 0.07% | +37+0.5% | Added |
| Knights of Columbus Asset Advisors LLC | 7,060 | $2.11M | 0.12% | +2,397+51.4% | Added |
| Dana Investment Advisors, Inc. | 6,807 | $2.03M | 0.06% | +603+9.7% | Added |
| Washington Trust Advisors, Inc. | 6,783 | $2.02M | 0.16% | −125−1.8% | Reduced |
| Truist Financial Corp | 6,781 | $2.02M | 0.00% | −2,149−24.1% | Reduced |
| Illinois Municipal Retirement Fund | 6,771 | $2.02M | 0.03% | +3,508+107.5% | Added |
| Aquatic Capital Management LLC | 6,707 | $2.00M | 0.06% | +6,707 | New |
| MAI Capital Management | 6,576 | $1.96M | 0.01% | +1,092+19.9% | Added |
| Radnor Capital Management, LLC | 6,480 | $1.93M | 0.29% | +30+0.5% | Added |
| Prudential Financial Inc | 6,461 | $1.93M | 0.00% | +3,990+161.5% | Added |
| Pallas Capital Advisors LLC | 6,437 | $1.92M | 0.07% | −253−3.8% | Reduced |
| Huntington National Bank | 6,314 | $1.88M | 0.01% | +6,143+3,592.4% | Added |
| Pictet Asset Management Holding SA | 6,257 | $1.87M | 0.00% | +394+6.7% | Added |
| Nitorum Capital, L.P. | 6,225 | $1.86M | 1.63% | −20,377−76.6% | Reduced |
| CWM Advisors, LLC | 6,202 | $1.85M | 0.11% | −2,107−25.4% | Reduced |
| Walleye Capital LLC | 6,197 | $1.85M | 0.01% | −88,309−93.4% | Reduced |
| Sargent Investment Group, LLC | 6,180 | $1.84M | 0.24% | +7+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 5,825 | $1.78M | 0.04% | +5,747+7,367.9% | Added |
| Valley National Advisers Inc | 5,590 | $1.67M | 0.22% | −43−0.8% | Reduced |
| New Age Alpha Advisors, LLC | 5,500 | $1.64M | 0.08% | −115−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,466 | $1.63M | 0.01% | −1,949−26.3% | Reduced |
| Sit Investment Associates Inc | 5,415 | $1.62M | 0.03% | +550+11.3% | Added |
| OP Asset Management Ltd | 5,282 | $1.58M | 0.02% | +5,282 | New |
| Croban | 5,271 | $1.57M | 0.74% | −104−1.9% | Reduced |
| Nations Financial Group Inc, | 5,102 | $1.52M | 0.08% | +342+7.2% | Added |
| Buckingham Strategic Partners | 5,070 | $1.51M | 0.02% | +1,131+28.7% | Added |
| Catalyst Capital Advisors LLC | 5,025 | $1.50M | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,932 | $1.47M | 0.04% | +4,932 | New |
| Chicago Partners Investment Group LLC | 4,170 | $1.47M | 0.03% | +2,624+169.7% | Added |
| Angeles Wealth Management, LLC | 4,892 | $1.46M | 0.08% | +79+1.6% | Added |
| Summit Place Financial Advisors, LLC | 4,734 | $1.41M | 0.68% | +5+0.1% | Added |
| Toroso Investments, LLC | 4,908 | $1.41M | 0.00% | +3,897+385.5% | Added |
| Merit Financial Group, LLC | 4,706 | $1.40M | 0.01% | +957+25.5% | Added |
| Cornerstone Investment Partners, LLC | 4,699 | $1.40M | 0.06% | +298+6.8% | Added |
| Great Diamond Partners, LLC | 4,653 | $1.39M | 0.27% | +766+19.7% | Added |
| Pacer Advisors, Inc. | 4,558 | $1.36M | 0.00% | −73−1.6% | Reduced |
| Xponance, Inc. | 4,537 | $1.35M | 0.01% | +1,033+29.5% | Added |
| Legato Capital Management LLC | 4,535 | $1.35M | 0.12% | −3,233−41.6% | Reduced |
| Martingale Asset Management L P | 4,470 | $1.33M | 0.03% | +950+27.0% | Added |
| Brighton Jones LLC | 4,427 | $1.32M | 0.03% | +4,427 | New |