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Evercore Inc.

EVR
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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, Q3 2026

Institutional positions in Evercore Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
3
−1 vs. Q2 2026
Shares held
18.1K
+5.35K (+42.0%) vs. Q2 2026
Total value
$4.66M
+$307.9K (+7.1%) vs. Q2 2026
New holders
0
1 more added
Sold out
1
2 more reduced

710 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 411 institutionsQ2 2021: 429 institutionsQ3 2021: 426 institutionsQ4 2021: 439 institutionsQ1 2022: 406 institutionsQ2 2022: 382 institutionsQ3 2022: 369 institutionsQ4 2022: 395 institutionsQ1 2023: 421 institutionsQ2 2023: 400 institutionsQ3 2023: 398 institutionsQ4 2023: 437 institutionsQ1 2024: 474 institutionsQ2 2024: 471 institutionsQ3 2024: 514 institutionsQ4 2024: 584 institutionsQ1 2025: 551 institutionsQ2 2025: 566 institutionsQ3 2025: 629 institutionsQ4 2025: 636 institutionsQ1 2026: 657 institutionsQ2 2026: 714 institutions
Value held
Q1 2021: $4.93BQ2 2021: $5.03BQ3 2021: $4.64BQ4 2021: $4.67BQ1 2022: $3.78BQ2 2022: $2.98BQ3 2022: $2.66BQ4 2022: $3.58BQ1 2023: $3.75BQ2 2023: $4.14BQ3 2023: $4.59BQ4 2023: $5.70BQ1 2024: $6.47BQ2 2024: $7.04BQ3 2024: $8.41BQ4 2024: $9.23BQ1 2025: $6.87BQ2 2025: $9.65BQ3 2025: $11.7BQ4 2025: $11.9BQ1 2026: $10.5BQ2 2026: $12.2B
Institutions holding EVR and their total value by quarter
QuarterHoldersValue
Q2 2026714$12.2B
Q1 2026657$10.5B
Q4 2025636$11.9B
Q3 2025629$11.7B
Q2 2025566$9.65B
Q1 2025551$6.87B
Q4 2024584$9.23B
Q3 2024514$8.41B
Q2 2024471$7.04B
Q1 2024474$6.47B
Q4 2023437$5.70B
Q3 2023398$4.59B
Q2 2023400$4.14B
Q1 2023421$3.75B
Q4 2022395$3.58B
Q3 2022369$2.66B
Q2 2022382$2.98B
Q1 2022406$3.78B
Q4 2021439$4.67B
Q3 2021426$4.64B
Q2 2021429$5.03B
Q1 2021411$4.93B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2026.

Institutions holding EVR in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
CX Institutional17,355$4.47M0.12%+5,743+49.5%Added
Versant Capital Management, Inc556$143.2K0.01%−333−37.5%Reduced
Massmutual Trust Co FSB173$44.5K0.00%−61−26.1%Reduced
Planning Strategies Inc.0$00.00%−1−100.0%Sold out
BlackRock, Inc.––––Not filed
Vanguard Portfolio Management LLC––––Not filed
AQR Capital Management LLC––––Not filed
Vanguard Capital Management LLC––––Not filed
Invesco Ltd.––––Not filed
State Street Corp––––Not filed
FMR LLC––––Not filed
Geode Capital Management, LLC––––Not filed
Morgan Stanley––––Not filed
Millennium Management LLC––––Not filed
Wellington Management Group LLP––––Not filed
Boston Partners––––Not filed
TD Asset Management Inc––––Not filed
Dimensional Fund Advisors LP––––Not filed
UBS Group AG––––Not filed
Fisher Asset Management, LLC––––Not filed
Norges Bank––––Not filed
JPMorgan Chase & Co––––Not filed
Bahl & Gaynor Inc––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Primecap Management Co––––Not filed
Northern Trust Corp––––Not filed
Goldman Sachs Group Inc––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
Point72 Asset Management, L.P.––––Not filed
Capital International Investors––––Not filed
Artemis Investment Management LLP––––Not filed
Fuller & Thaler Asset Management, Inc.––––Not filed
Bank of New York Mellon Corp––––Not filed
Paralel Advisors LLC––––Not filed
Stephens Investment Management Group LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Qube Research & Technologies Ltd––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
William Blair Investment Management, LLC––––Not filed
Bank of America Corp––––Not filed
Jacobs Levy Equity Management, Inc––––Not filed
Two Sigma Investments, LP––––Not filed
Victory Capital Management Inc––––Not filed
American Century Companies Inc––––Not filed
Azora Capital LP––––Not filed
Quantinno Capital Management LP––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Schroder Investment Management Group––––Not filed
TimesSquare Capital Management, LLC––––Not filed
Renaissance Technologies LLC––––Not filed
Royce & Associates LP––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Jupiter Topco LLC––––Not filed
Ameriprise Financial Inc––––Not filed
Nomura Asset Management International Inc.––––Not filed
Neuberger Berman Group LLC––––Not filed
Global Alpha Capital Management Ltd.––––Not filed
Franklin Resources Inc––––Not filed
Boston Trust Walden Corp––––Not filed
Ceredex Value Advisors LLC––––Not filed
Braun Stacey Associates Inc––––Not filed
Westwood Holdings Group Inc.––––Not filed
Holocene Advisors, LP––––Not filed
Alyeska Investment Group, L.P.––––Not filed
Rhumbline Advisers––––Not filed
Raymond James Financial Inc––––Not filed
WCM Investment Management, LLC––––Not filed
Ieq Capital, LLC––––Not filed
Retirement Systems of Alabama––––Not filed
Canada Pension Plan Investment Board––––Not filed
Lord, Abbett & Co. LLC––––Not filed
UBS Asset Management Americas Inc––––Not filed
Principal Financial Group Inc––––Not filed
Fort Washington Investment Advisors Inc––––Not filed
SG Americas Securities, LLC––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
Marsico Capital Management LLC––––Not filed
SEI Investments Co––––Not filed
Nuveen, LLC––––Not filed
ProShare Advisors LLC––––Not filed
Swiss National Bank––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Interval Partners, LP––––Not filed
California Public Employees Retirement System––––Not filed
Flputnam Investment Management Co––––Not filed
Cerity Partners LLC––––Not filed
Woodline Partners LP––––Not filed
Longaeva Partners L.P.––––Not filed
Treasurer of the State of North Carolina––––Not filed
Driehaus Capital Management LLC––––Not filed
Frontier Capital Management Co LLC––––Not filed
Mariner, LLC––––Not filed
GW&K Investment Management, LLC––––Not filed
Balyasny Asset Management LLC––––Not filed
Cookson Peirce & Co Inc––––Not filed
Russell Investments Group, Ltd.––––Not filed
Wells Fargo & Company––––Not filed
Macquarie Group Ltd––––Not filed
STRS Ohio––––Not filed
Legal & General Group Plc––––Not filed