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 |
|---|---|---|---|---|---|
| Citigroup Inc | 50,031 | $17.1M | 0.01% | +37,857+311.0% | Added |
| Royal Bank of Canada | 49,121 | $16.8M | 0.00% | +1,808+3.8% | Added |
| BNP Paribas Arbitrage, SA | 48,882 | $16.7M | 0.01% | +3,449+7.6% | Added |
| Janney Montgomery Scott LLC | 47,468 | $16.2M | 0.03% | +44,747+1,644.5% | Added |
| Envestnet Asset Management Inc | 46,399 | $15.8M | 0.00% | −20,137−30.3% | Reduced |
| New York State Teachers Retirement System | 45,486 | $15.5M | 0.03% | −1,423−3.0% | Reduced |
| Empire Life Investments Inc. | 45,428 | $15.5M | 0.87% | −1,864−3.9% | Reduced |
| Jain Global LLC | 45,101 | $15.4M | 0.18% | +45,101 | New |
| California State Teachers Retirement System | 43,624 | $14.9M | 0.01% | −1,242−2.8% | Reduced |
| Engineers Gate Manager LP | 42,180 | $14.4M | 0.19% | −46,235−52.3% | Reduced |
| Cresset Asset Management, LLC | 41,232 | $14.1M | 0.05% | +452+1.1% | Added |
| Barclays PLC | 40,781 | $13.9M | 0.00% | −88−0.2% | Reduced |
| CI Private Wealth, LLC | 40,698 | $13.9M | 0.02% | −2,971−6.8% | Reduced |
| Morse Asset Management, Inc | 38,601 | $13.2M | 2.18% | +146+0.4% | Added |
| Ensign Peak Advisors, Inc | 38,512 | $13.1M | 0.02% | +28,049+268.1% | Added |
| Natixis Advisors, L.P. | 37,847 | $12.9M | 0.01% | +3,898+11.5% | Added |
| State Board of Administration of Florida Retirement System | 37,739 | $12.9M | 0.02% | +1,396+3.8% | Added |
| Price T Rowe Associates Inc | 37,491 | $12.8M | 0.00% | −289,174−88.5% | Reduced |
| SummitTX Capital, L.P. | 36,804 | $12.6M | 0.33% | +12,715+52.8% | Added |
| Freestone Grove Partners LP | 36,792 | $12.6M | 0.08% | −12,030−24.6% | Reduced |
| Peregrine Capital Management LLC | 36,113 | $12.3M | 0.40% | −2,685−6.9% | Reduced |
| Vanguard Asset Management, Ltd | 35,975 | $12.3M | 0.01% | +1,183+3.4% | Added |
| Caisse de Depot Et Placement du Quebec | 35,700 | $12.2M | 0.02% | +20,487+134.7% | Added |
| Van Eck Associates Corp | 35,667 | $12.2M | 0.01% | −322−0.9% | Reduced |
| Zurich Insurance Group Ltd | 35,515 | $12.1M | 0.08% | +35,515 | New |
| Public Employees Retirement System of Ohio | 35,269 | $12.0M | 0.04% | −443−1.2% | Reduced |
| Segall Bryant & Hamill, LLC | 35,124 | $12.0M | 0.14% | +617+1.8% | Added |
| Allianz Asset Management GmbH | 34,998 | $11.9M | 0.01% | −71,180−67.0% | Reduced |
| Worldquant Millennium Advisors LLC | 34,457 | $11.8M | 0.04% | +30,849+855.0% | Added |
| Walter Public Investments Inc. | 34,369 | $11.7M | 2.82% | +34,369 | New |
| Leeward Investments, LLC - MA | 34,181 | $11.7M | 0.53% | −1,970−5.4% | Reduced |
| Pinnacle Associates Ltd | 34,039 | $11.6M | 0.13% | +1,462+4.5% | Added |
| Bridgewater Associates, LP | 33,194 | $11.3M | 0.05% | −57,244−63.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 32,961 | $11.3M | 0.06% | −17,157−34.2% | Reduced |
| Colony Group, LLC | 32,650 | $11.1M | 0.01% | +2,766+9.3% | Added |
| Glenmede Trust Co NA | 32,284 | $11.0M | 0.05% | −187−0.6% | Reduced |
| Appleton Partners Inc | 32,222 | $11.0M | 0.67% | +297+0.9% | Added |
| First Trust Advisors LP | 31,827 | $10.9M | 0.01% | +5,183+19.5% | Added |
| Creative Planning | 31,231 | $10.7M | 0.01% | +6,024+23.9% | Added |
| Bokf, NA | 30,377 | $10.4M | 0.14% | −438−1.4% | Reduced |
| Jones Financial Companies LLLP | 29,792 | $10.2M | 0.00% | +3,786+14.6% | Added |
| Verdence Capital Advisors LLC | 29,802 | $10.2M | 0.53% | −30.0% | Reduced |
| Castleark Management LLC | 29,266 | $9.99M | 0.27% | −1,150−3.8% | Reduced |
| Los Angeles Capital Management LLC | 28,609 | $9.77M | 0.04% | −123−0.4% | Reduced |
| Man Group plc | 28,255 | $9.65M | 0.02% | +4,125+17.1% | Added |
| Amundi | 27,805 | $9.49M | 0.00% | −27,724−49.9% | Reduced |
| Cramer Rosenthal McGlynn LLC | 27,490 | $9.39M | 0.48% | −8,178−22.9% | Reduced |
| Algert Global LLC | 27,229 | $9.30M | 0.11% | +4,180+18.1% | Added |
| Great West Life Assurance Co | 27,218 | $9.29M | 0.01% | −146−0.5% | Reduced |
| FIL Ltd | 26,390 | $9.01M | 0.01% | −1,716−6.1% | Reduced |
| Channing Capital Management, LLC | 26,362 | $9.00M | 0.21% | −1,000−3.7% | Reduced |
| Blair William & Co | 25,986 | $8.87M | 0.02% | +829+3.3% | Added |
| Capital Fund Management S.A. | 25,238 | $8.62M | 0.06% | +25,238 | New |
| Sarasin & Partners LLP | 25,000 | $8.54M | 0.10% | 00.0% | Unchanged |
| Horizon Investments, LLC | 24,521 | $8.37M | 0.09% | +7,602+44.9% | Added |
| Cander Asset Management LP | 24,357 | $8.32M | 1.55% | −11,253−31.6% | Reduced |
| Captrust Financial Advisors | 24,356 | $8.32M | 0.01% | +11,411+88.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,830 | $8.30M | 0.01% | +4,762+21.6% | Added |
| Mercer Global Advisors Inc | 23,728 | $8.10M | 0.01% | +8,926+60.3% | Added |
| BW Gestao de Investimentos Ltda. | 23,498 | $8.02M | 0.19% | +2,488+11.8% | Added |
| Waratah Capital Advisors Ltd. | 23,408 | $7.99M | 0.61% | +6,827+41.2% | Added |
| Cinctive Capital Management LP | 22,649 | $7.73M | 0.31% | +22,649 | New |
| New York State Common Retirement Fund | 21,972 | $7.50M | 0.01% | +571+2.7% | Added |
| Sequoia Financial Advisors, LLC | 21,658 | $7.40M | 0.04% | +5,286+32.3% | Added |
| HSBC Holdings PLC | 21,355 | $7.32M | 0.00% | +13,790+182.3% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 21,191 | $7.24M | 1.98% | +21,191 | New |
| Advisors Capital Management, LLC | 20,891 | $7.13M | 0.08% | −750−3.5% | Reduced |
| Thrivent Financial for Lutherans | 20,661 | $7.05M | 0.01% | −1,396−6.3% | Reduced |
| Stifel Financial Corp | 20,649 | $7.05M | 0.01% | −13,659−39.8% | Reduced |
| Gotham Asset Management, LLC | 20,624 | $7.04M | 0.02% | −52−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 20,526 | $7.01M | 0.05% | +19,476+1,854.9% | Added |
| Prana Capital Management, LP | 20,325 | $6.94M | 0.21% | −14,051−40.9% | Reduced |
| Fifth Third Bancorp | 20,013 | $6.83M | 0.01% | −916−4.4% | Reduced |
| Agf Management Ltd | 19,837 | $6.77M | 0.03% | −38,671−66.1% | Reduced |
| Axxcess Wealth Management, LLC | 19,500 | $6.66M | 0.11% | −819−4.0% | Reduced |
| MetLife Investment Management | 18,592 | $6.35M | 0.03% | −406−2.1% | Reduced |
| Epoch Investment Partners, Inc. | 18,515 | $6.32M | 0.04% | −25,960−58.4% | Reduced |
| Voya Investment Management LLC | 18,236 | $6.23M | 0.01% | +709+4.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $6.22M | 0.05% | 00.0% | Unchanged |
| Zacks Investment Management | 18,059 | $6.17M | 0.04% | +817+4.7% | Added |
| Adage Capital Partners GP, L.L.C. | 18,000 | $6.15M | 0.01% | −71,900−80.0% | Reduced |
| Convergence Investment Partners, LLC | 17,656 | $6.03M | 0.57% | +17,656 | New |
| Amalgamated Bank | 17,579 | $6.00M | 0.04% | −36−0.2% | Reduced |
| Peregrine Investment Management Inc | 17,210 | $5.88M | 2.50% | −4,000−18.9% | Reduced |
| Entropy Technologies, LP | 16,626 | $5.68M | 0.23% | −9,285−35.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,531 | $5.64M | 0.04% | +858+5.5% | Added |
| Bridges Investment Management Inc | 16,531 | $5.64M | 0.07% | +71+0.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 16,170 | $5.52M | 0.01% | −619−3.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 16,137 | $5.51M | 0.48% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 16,090 | $5.49M | 0.23% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,827 | $5.40M | 0.01% | −41−0.3% | Reduced |
| Alps Advisors Inc | 15,547 | $5.31M | 0.02% | +457+3.0% | Added |
| Alberta Investment Management Corp | 15,200 | $5.19M | 0.03% | +15,200 | New |
| Harbor Advisors LLC | 15,000 | $5.12M | 0.64% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 14,986 | $5.12M | 0.17% | +14,986 | New |
| Vanguard Global Advisers, LLC | 14,957 | $5.11M | 0.00% | −754−4.8% | Reduced |
| Advisory Services Network, LLC | 14,837 | $5.07M | 0.06% | −2,211−13.0% | Reduced |
| Oak Harvest Investment Services | 14,733 | $5.03M | 0.47% | +14,733 | New |
| LPL Financial LLC | 14,504 | $4.95M | 0.00% | −11,770−44.8% | Reduced |
| EFG International AG | 14,483 | $4.95M | 0.09% | 00.0% | Unchanged |