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, Q2 2026
Institutional positions in Evercore Inc. as of Jun 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
- Institutional holders
- 714
- +65 vs. Q1 2026
- Shares held
- 35.9M
- +824.3K (+2.4%) vs. Q1 2026
- Total value
- $12.2B
- +$1.79B (+17.1%) vs. Q1 2026
- New holders
- 111
- 258 more added
- Sold out
- 46
- 241 more reduced
8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 11,836 | $4.04M | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 11,906 | $4.23M | 0.04% | −83−0.7% | Reduced |
| State of New Jersey Common Pension Fund D | 12,554 | $4.29M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 12,677 | $4.33M | 0.04% | +224+1.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,714 | $4.34M | 0.01% | −1,433−10.1% | Reduced |
| Virginia Retirement Systems Et Al | 13,140 | $4.49M | 0.03% | +13,140 | New |
| Mitchell Capital Management Co | 13,394 | $4.57M | 0.70% | +447+3.5% | Added |
| Syon Capital LLC | 13,485 | $4.60M | 0.20% | −2,140−13.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 13,500 | $4.61M | 0.01% | −1,500−10.0% | Reduced |
| Tremblant Capital Group | 13,673 | $4.67M | 0.13% | +192+1.4% | Added |
| CWM Advisors, LLC | 13,789 | $4.71M | 0.19% | +7,587+122.3% | Added |
| Centric Wealth Management | 14,764 | $4.71M | 0.73% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 14,340 | $4.90M | 0.05% | −482−3.3% | Reduced |
| State of Tennessee, Treasury Department | 14,474 | $4.94M | 0.01% | −260−1.8% | Reduced |
| EFG International AG | 14,483 | $4.95M | 0.09% | 00.0% | Unchanged |
| LPL Financial LLC | 14,504 | $4.95M | 0.00% | −11,770−44.8% | Reduced |
| Oak Harvest Investment Services | 14,733 | $5.03M | 0.47% | +14,733 | New |
| Advisory Services Network, LLC | 14,837 | $5.07M | 0.06% | −2,211−13.0% | Reduced |
| Vanguard Global Advisers, LLC | 14,957 | $5.11M | 0.00% | −754−4.8% | Reduced |
| NFJ Investment Group, LLC | 14,986 | $5.12M | 0.17% | +14,986 | New |
| Harbor Advisors LLC | 15,000 | $5.12M | 0.64% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 15,200 | $5.19M | 0.03% | +15,200 | New |
| Alps Advisors Inc | 15,547 | $5.31M | 0.02% | +457+3.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,827 | $5.40M | 0.01% | −41−0.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 16,090 | $5.49M | 0.23% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 16,137 | $5.51M | 0.48% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 16,170 | $5.52M | 0.01% | −619−3.7% | Reduced |
| Bridges Investment Management Inc | 16,531 | $5.64M | 0.07% | +71+0.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,531 | $5.64M | 0.04% | +858+5.5% | Added |
| Entropy Technologies, LP | 16,626 | $5.68M | 0.23% | −9,285−35.8% | Reduced |
| Peregrine Investment Management Inc | 17,210 | $5.88M | 2.50% | −4,000−18.9% | Reduced |
| Amalgamated Bank | 17,579 | $6.00M | 0.04% | −36−0.2% | Reduced |
| Convergence Investment Partners, LLC | 17,656 | $6.03M | 0.57% | +17,656 | New |
| Adage Capital Partners GP, L.L.C. | 18,000 | $6.15M | 0.01% | −71,900−80.0% | Reduced |
| Zacks Investment Management | 18,059 | $6.17M | 0.04% | +817+4.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $6.22M | 0.05% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,236 | $6.23M | 0.01% | +709+4.0% | Added |
| Epoch Investment Partners, Inc. | 18,515 | $6.32M | 0.04% | −25,960−58.4% | Reduced |
| MetLife Investment Management | 18,592 | $6.35M | 0.03% | −406−2.1% | Reduced |
| Axxcess Wealth Management, LLC | 19,500 | $6.66M | 0.11% | −819−4.0% | Reduced |
| Agf Management Ltd | 19,837 | $6.77M | 0.03% | −38,671−66.1% | Reduced |
| Fifth Third Bancorp | 20,013 | $6.83M | 0.01% | −916−4.4% | Reduced |
| Prana Capital Management, LP | 20,325 | $6.94M | 0.21% | −14,051−40.9% | Reduced |
| SRS Capital Advisors, Inc. | 20,526 | $7.01M | 0.05% | +19,476+1,854.9% | Added |
| Gotham Asset Management, LLC | 20,624 | $7.04M | 0.02% | −52−0.3% | Reduced |
| Stifel Financial Corp | 20,649 | $7.05M | 0.01% | −13,659−39.8% | Reduced |
| Thrivent Financial for Lutherans | 20,661 | $7.05M | 0.01% | −1,396−6.3% | Reduced |
| Advisors Capital Management, LLC | 20,891 | $7.13M | 0.08% | −750−3.5% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 21,191 | $7.24M | 1.98% | +21,191 | New |
| HSBC Holdings PLC | 21,355 | $7.32M | 0.00% | +13,790+182.3% | Added |
| Sequoia Financial Advisors, LLC | 21,658 | $7.40M | 0.04% | +5,286+32.3% | Added |
| New York State Common Retirement Fund | 21,972 | $7.50M | 0.01% | +571+2.7% | Added |
| Cinctive Capital Management LP | 22,649 | $7.73M | 0.31% | +22,649 | New |
| Waratah Capital Advisors Ltd. | 23,408 | $7.99M | 0.61% | +6,827+41.2% | Added |
| BW Gestao de Investimentos Ltda. | 23,498 | $8.02M | 0.19% | +2,488+11.8% | Added |
| Mercer Global Advisors Inc | 23,728 | $8.10M | 0.01% | +8,926+60.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,830 | $8.30M | 0.01% | +4,762+21.6% | Added |
| Captrust Financial Advisors | 24,356 | $8.32M | 0.01% | +11,411+88.1% | Added |
| Cander Asset Management LP | 24,357 | $8.32M | 1.55% | −11,253−31.6% | Reduced |
| Horizon Investments, LLC | 24,521 | $8.37M | 0.09% | +7,602+44.9% | Added |
| Sarasin & Partners LLP | 25,000 | $8.54M | 0.10% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 25,238 | $8.62M | 0.06% | +25,238 | New |
| Blair William & Co | 25,986 | $8.87M | 0.02% | +829+3.3% | Added |
| Channing Capital Management, LLC | 26,362 | $9.00M | 0.21% | −1,000−3.7% | Reduced |
| FIL Ltd | 26,390 | $9.01M | 0.01% | −1,716−6.1% | Reduced |
| Great West Life Assurance Co | 27,218 | $9.29M | 0.01% | −146−0.5% | Reduced |
| Algert Global LLC | 27,229 | $9.30M | 0.11% | +4,180+18.1% | Added |
| Cramer Rosenthal McGlynn LLC | 27,490 | $9.39M | 0.48% | −8,178−22.9% | Reduced |
| Amundi | 27,805 | $9.49M | 0.00% | −27,724−49.9% | Reduced |
| Man Group plc | 28,255 | $9.65M | 0.02% | +4,125+17.1% | Added |
| Los Angeles Capital Management LLC | 28,609 | $9.77M | 0.04% | −123−0.4% | Reduced |
| Castleark Management LLC | 29,266 | $9.99M | 0.27% | −1,150−3.8% | Reduced |
| Verdence Capital Advisors LLC | 29,802 | $10.2M | 0.53% | −30.0% | Reduced |
| Jones Financial Companies LLLP | 29,792 | $10.2M | 0.00% | +3,786+14.6% | Added |
| Bokf, NA | 30,377 | $10.4M | 0.14% | −438−1.4% | Reduced |
| Creative Planning | 31,231 | $10.7M | 0.01% | +6,024+23.9% | Added |
| First Trust Advisors LP | 31,827 | $10.9M | 0.01% | +5,183+19.5% | Added |
| Appleton Partners Inc | 32,222 | $11.0M | 0.67% | +297+0.9% | Added |
| Glenmede Trust Co NA | 32,284 | $11.0M | 0.05% | −187−0.6% | Reduced |
| Colony Group, LLC | 32,650 | $11.1M | 0.01% | +2,766+9.3% | Added |
| Schonfeld Strategic Advisors LLC | 32,961 | $11.3M | 0.06% | −17,157−34.2% | Reduced |
| Bridgewater Associates, LP | 33,194 | $11.3M | 0.05% | −57,244−63.3% | Reduced |
| Pinnacle Associates Ltd | 34,039 | $11.6M | 0.13% | +1,462+4.5% | Added |
| Leeward Investments, LLC - MA | 34,181 | $11.7M | 0.53% | −1,970−5.4% | Reduced |
| Walter Public Investments Inc. | 34,369 | $11.7M | 2.82% | +34,369 | New |
| Worldquant Millennium Advisors LLC | 34,457 | $11.8M | 0.04% | +30,849+855.0% | Added |
| Allianz Asset Management GmbH | 34,998 | $11.9M | 0.01% | −71,180−67.0% | Reduced |
| Segall Bryant & Hamill, LLC | 35,124 | $12.0M | 0.14% | +617+1.8% | Added |
| Public Employees Retirement System of Ohio | 35,269 | $12.0M | 0.04% | −443−1.2% | Reduced |
| Zurich Insurance Group Ltd | 35,515 | $12.1M | 0.08% | +35,515 | New |
| Van Eck Associates Corp | 35,667 | $12.2M | 0.01% | −322−0.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 35,700 | $12.2M | 0.02% | +20,487+134.7% | Added |
| Vanguard Asset Management, Ltd | 35,975 | $12.3M | 0.01% | +1,183+3.4% | Added |
| Peregrine Capital Management LLC | 36,113 | $12.3M | 0.40% | −2,685−6.9% | Reduced |
| Freestone Grove Partners LP | 36,792 | $12.6M | 0.08% | −12,030−24.6% | Reduced |
| SummitTX Capital, L.P. | 36,804 | $12.6M | 0.33% | +12,715+52.8% | Added |
| Price T Rowe Associates Inc | 37,491 | $12.8M | 0.00% | −289,174−88.5% | Reduced |
| State Board of Administration of Florida Retirement System | 37,739 | $12.9M | 0.02% | +1,396+3.8% | Added |
| Natixis Advisors, L.P. | 37,847 | $12.9M | 0.01% | +3,898+11.5% | Added |
| Ensign Peak Advisors, Inc | 38,512 | $13.1M | 0.02% | +28,049+268.1% | Added |