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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 556,420 | $190.0M | 0.03% | +7,890+1.4% | Added |
| TD Asset Management Inc | 609,109 | $208.0M | 0.18% | −349,363−36.4% | Reduced |
| Boston Partners | 614,517 | $209.8M | 0.19% | +34,343+5.9% | Added |
| Wellington Management Group LLP | 624,987 | $213.4M | 0.04% | +1,728+0.3% | Added |
| Millennium Management LLC | 637,464 | $217.7M | 0.15% | +568,306+821.8% | Added |
| Morgan Stanley | 803,015 | $274.2M | 0.01% | −114,786−12.5% | Reduced |
| Geode Capital Management, LLC | 1,098,427 | $375.1M | 0.02% | +55,089+5.3% | Added |
| FMR LLC | 1,132,481 | $386.7M | 0.02% | −537,181−32.2% | Reduced |
| State Street Corp | 1,206,119 | $411.8M | 0.01% | +27,095+2.3% | Added |
| Invesco Ltd. | 1,602,673 | $547.2M | 0.04% | +177,987+12.5% | Added |
| Vanguard Capital Management LLC | 1,680,210 | $573.7M | 0.01% | −14,739−0.9% | Reduced |
| AQR Capital Management LLC | 1,710,982 | $584.2M | 0.20% | +394,130+29.9% | Added |
| Vanguard Portfolio Management LLC | 1,956,150 | $667.9M | 0.03% | −17,994−0.9% | Reduced |
| BlackRock, Inc. | 3,715,623 | $1.27B | 0.02% | +66,765+1.8% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −109,630−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −74,760−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −66,075−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −54,206−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −30,884−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −17,781−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −17,138−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −14,457−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,707−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −2,583−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,560−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −1,674−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,553−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| Vann Equity Management LLC | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| Private Client Services, LLC | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| Gruss & Co., LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Intercapital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advyzon Investment Management, LLC | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Dundas Partners LLP | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −804−100.0% | Sold out |
| Indivisible Partners | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −558−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Palladiem, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |