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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 38,601 | $13.2M | 2.18% | +146+0.4% | Added |
| CI Private Wealth, LLC | 40,698 | $13.9M | 0.02% | −2,971−6.8% | Reduced |
| Barclays PLC | 40,781 | $13.9M | 0.00% | −88−0.2% | Reduced |
| Cresset Asset Management, LLC | 41,232 | $14.1M | 0.05% | +452+1.1% | Added |
| Engineers Gate Manager LP | 42,180 | $14.4M | 0.19% | −46,235−52.3% | Reduced |
| California State Teachers Retirement System | 43,624 | $14.9M | 0.01% | −1,242−2.8% | Reduced |
| Jain Global LLC | 45,101 | $15.4M | 0.18% | +45,101 | New |
| Empire Life Investments Inc. | 45,428 | $15.5M | 0.87% | −1,864−3.9% | Reduced |
| New York State Teachers Retirement System | 45,486 | $15.5M | 0.03% | −1,423−3.0% | Reduced |
| Envestnet Asset Management Inc | 46,399 | $15.8M | 0.00% | −20,137−30.3% | Reduced |
| Janney Montgomery Scott LLC | 47,468 | $16.2M | 0.03% | +44,747+1,644.5% | Added |
| BNP Paribas Arbitrage, SA | 48,882 | $16.7M | 0.01% | +3,449+7.6% | Added |
| Royal Bank of Canada | 49,121 | $16.8M | 0.00% | +1,808+3.8% | Added |
| Citigroup Inc | 50,031 | $17.1M | 0.01% | +37,857+311.0% | Added |
| Panagora Asset Management Inc | 51,078 | $17.4M | 0.05% | +9,810+23.8% | Added |
| State of Wisconsin Investment Board | 52,315 | $17.9M | 0.04% | −4,682−8.2% | Reduced |
| Alliancebernstein L.P. | 60,674 | $18.1M | 0.01% | −369−0.6% | Reduced |
| CCM Investment Advisers LLC | 55,434 | $18.9M | 1.46% | +471+0.9% | Added |
| Legal & General Group Plc | 56,081 | $19.1M | 0.00% | +1,186+2.2% | Added |
| STRS Ohio | 56,474 | $19.3M | 0.07% | +1,592+2.9% | Added |
| Macquarie Group Ltd | 56,800 | $19.4M | 0.08% | −9,737−14.6% | Reduced |
| Wells Fargo & Company | 56,837 | $19.4M | 0.00% | +10,837+23.6% | Added |
| Russell Investments Group, Ltd. | 57,145 | $19.5M | 0.02% | −21,096−27.0% | Reduced |
| Cookson Peirce & Co Inc | 57,371 | $19.6M | 0.65% | −79−0.1% | Reduced |
| Balyasny Asset Management LLC | 58,797 | $20.1M | 0.04% | −310,243−84.1% | Reduced |
| GW&K Investment Management, LLC | 59,232 | $20.2M | 0.16% | 00.0% | Unchanged |
| Mariner, LLC | 61,662 | $21.1M | 0.02% | +21,325+52.9% | Added |
| Frontier Capital Management Co LLC | 62,310 | $21.3M | 0.20% | +9,420+17.8% | Added |
| Driehaus Capital Management LLC | 62,852 | $21.5M | 0.12% | +62,852 | New |
| Treasurer of the State of North Carolina | 63,330 | $21.6M | 0.06% | +250+0.4% | Added |
| Longaeva Partners L.P. | 67,925 | $23.2M | 0.67% | −89,338−56.8% | Reduced |
| Woodline Partners LP | 70,414 | $24.0M | 0.07% | +20,331+40.6% | Added |
| Cerity Partners LLC | 73,252 | $25.0M | 0.03% | +11,799+19.2% | Added |
| Flputnam Investment Management Co | 73,592 | $25.1M | 0.30% | +73,592 | New |
| California Public Employees Retirement System | 73,820 | $25.2M | 0.01% | +901+1.2% | Added |
| Interval Partners, LP | 74,149 | $25.3M | 0.81% | +37,435+102.0% | Added |
| TD Waterhouse Canada Inc. | 74,739 | $25.5M | 0.07% | −61,271−45.0% | Reduced |
| Swiss National Bank | 75,520 | $25.8M | 0.01% | −1,040−1.4% | Reduced |
| ProShare Advisors LLC | 75,810 | $25.9M | 0.04% | +5,694+8.1% | Added |
| Nuveen, LLC | 77,054 | $26.3M | 0.01% | +3,654+5.0% | Added |
| SEI Investments Co | 78,541 | $26.8M | 0.02% | +4,139+5.6% | Added |
| Marsico Capital Management LLC | 79,919 | $27.3M | 0.71% | +29,080+57.2% | Added |
| Public Employees Retirement Association of Colorado | 81,982 | $28.0M | 0.10% | +17,100+26.4% | Added |
| SG Americas Securities, LLC | 82,413 | $28.1M | 0.02% | −20,593−20.0% | Reduced |
| Fort Washington Investment Advisors Inc | 87,345 | $29.8M | 0.15% | +2,148+2.5% | Added |
| Principal Financial Group Inc | 87,797 | $30.0M | 0.01% | +1,511+1.8% | Added |
| UBS Asset Management Americas Inc | 89,248 | $30.5M | 0.01% | +1,955+2.2% | Added |
| Lord, Abbett & Co. LLC | 91,374 | $31.2M | 0.09% | −528−0.6% | Reduced |
| Canada Pension Plan Investment Board | 91,600 | $31.3M | 0.02% | −24,440−21.1% | Reduced |
| Retirement Systems of Alabama | 93,181 | $31.8M | 0.10% | −7,408−7.4% | Reduced |
| Ieq Capital, LLC | 94,525 | $32.3M | 0.15% | −349−0.4% | Reduced |
| WCM Investment Management, LLC | 99,887 | $33.4M | 0.06% | −261−0.3% | Reduced |
| Raymond James Financial Inc | 98,494 | $33.6M | 0.01% | −1,748−1.7% | Reduced |
| Rhumbline Advisers | 99,799 | $34.1M | 0.03% | −638−0.6% | Reduced |
| Alyeska Investment Group, L.P. | 100,016 | $34.1M | 0.09% | +96,275+2,573.5% | Added |
| Holocene Advisors, LP | 102,758 | $35.1M | 0.08% | −5,073−4.7% | Reduced |
| Westwood Holdings Group Inc. | 104,279 | $35.6M | 0.27% | −3,977−3.7% | Reduced |
| Braun Stacey Associates Inc | 107,878 | $36.8M | 1.04% | −90−0.1% | Reduced |
| Ceredex Value Advisors LLC | 108,250 | $37.0M | 1.04% | −15,275−12.4% | Reduced |
| Boston Trust Walden Corp | 115,831 | $39.5M | 0.30% | +54,515+88.9% | Added |
| Franklin Resources Inc | 117,846 | $40.2M | 0.01% | −16,057−12.0% | Reduced |
| Global Alpha Capital Management Ltd. | 118,121 | $40.3M | 2.42% | −736−0.6% | Reduced |
| Neuberger Berman Group LLC | 118,792 | $40.6M | 0.03% | +43,657+58.1% | Added |
| Nomura Asset Management International Inc. | 121,454 | $41.5M | 0.06% | −20,170−14.2% | Reduced |
| Ameriprise Financial Inc | 127,099 | $43.4M | 0.01% | +71,145+127.1% | Added |
| Jupiter Topco LLC | 132,403 | $45.2M | 0.02% | +132,403 | New |
| Manufacturers Life Insurance Company, The | 134,065 | $45.8M | 0.04% | −27,740−17.1% | Reduced |
| Royce & Associates LP | 139,266 | $47.6M | 0.38% | +12,649+10.0% | Added |
| Renaissance Technologies LLC | 156,180 | $53.3M | 0.07% | −17,680−10.2% | Reduced |
| TimesSquare Capital Management, LLC | 165,959 | $56.7M | 0.83% | −70.0% | Reduced |
| Schroder Investment Management Group | 172,702 | $57.8M | 0.04% | −18,225−9.5% | Reduced |
| Rockefeller Capital Management L.P. | 170,140 | $58.1M | 0.09% | −2,993−1.7% | Reduced |
| Quantinno Capital Management LP | 184,970 | $63.2M | 0.08% | +9,337+5.3% | Added |
| Azora Capital LP | 186,028 | $63.5M | 2.68% | +186,028 | New |
| American Century Companies Inc | 194,737 | $66.5M | 0.03% | +111,434+133.8% | Added |
| Victory Capital Management Inc | 197,638 | $67.5M | 0.04% | −1,132−0.6% | Reduced |
| Two Sigma Investments, LP | 197,932 | $67.6M | 0.05% | +96,447+95.0% | Added |
| Jacobs Levy Equity Management, Inc | 217,208 | $74.2M | 0.27% | +72,776+50.4% | Added |
| Bank of America Corp | 218,035 | $74.4M | 0.00% | −16,654−7.1% | Reduced |
| William Blair Investment Management, LLC | 239,490 | $81.8M | 0.25% | −16,986−6.6% | Reduced |
| Vanguard Fiduciary Trust Co | 243,109 | $83.0M | 0.02% | +4,005+1.7% | Added |
| Qube Research & Technologies Ltd | 250,095 | $85.4M | 0.09% | +1,231+0.5% | Added |
| Charles Schwab Investment Management Inc | 275,398 | $94.0M | 0.01% | +880.0% | Added |
| Stephens Investment Management Group LLC | 282,832 | $96.6M | 1.04% | +23,024+8.9% | Added |
| Paralel Advisors LLC | 300,000 | $102.4M | 3.96% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 302,828 | $103.4M | 0.02% | −16,409−5.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 310,105 | $105.9M | 0.29% | −21,004−6.3% | Reduced |
| Artemis Investment Management LLP | 315,762 | $107.8M | 0.96% | +40,580+14.7% | Added |
| Capital International Investors | 324,747 | $110.9M | 0.02% | +168,978+108.5% | Added |
| Point72 Asset Management, L.P. | 344,521 | $117.6M | 0.18% | −46,063−11.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 347,147 | $118.5M | 0.05% | +114,576+49.3% | Added |
| Goldman Sachs Group Inc | 349,683 | $119.4M | 0.01% | −174,848−33.3% | Reduced |
| Northern Trust Corp | 353,320 | $120.6M | 0.01% | −3,844−1.1% | Reduced |
| Primecap Management Co | 376,150 | $128.4M | 0.08% | +22,200+6.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 393,112 | $134.2M | 0.13% | +74,145+23.2% | Added |
| Bahl & Gaynor Inc | 395,493 | $135.0M | 0.62% | −6,340−1.6% | Reduced |
| JPMorgan Chase & Co | 409,197 | $137.5M | 0.01% | −59,685−12.7% | Reduced |
| Norges Bank | 417,041 | $142.4M | 0.01% | +417,041 | New |
| Fisher Asset Management, LLC | 423,875 | $144.7M | 0.04% | −844−0.2% | Reduced |
| UBS Group AG | 503,403 | $171.9M | 0.03% | +210,798+72.0% | Added |