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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 14,474 | $4.94M | 0.01% | −260−1.8% | Reduced |
| Mutual of America Capital Management LLC | 14,340 | $4.90M | 0.05% | −482−3.3% | Reduced |
| Centric Wealth Management | 14,764 | $4.71M | 0.73% | 00.0% | Unchanged |
| CWM Advisors, LLC | 13,789 | $4.71M | 0.19% | +7,587+122.3% | Added |
| Tremblant Capital Group | 13,673 | $4.67M | 0.13% | +192+1.4% | Added |
| Robeco Institutional Asset Management B.V. | 13,500 | $4.61M | 0.01% | −1,500−10.0% | Reduced |
| Syon Capital LLC | 13,485 | $4.60M | 0.20% | −2,140−13.7% | Reduced |
| Mitchell Capital Management Co | 13,394 | $4.57M | 0.70% | +447+3.5% | Added |
| Virginia Retirement Systems Et Al | 13,140 | $4.49M | 0.03% | +13,140 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,714 | $4.34M | 0.01% | −1,433−10.1% | Reduced |
| JustInvest LLC | 12,677 | $4.33M | 0.04% | +224+1.8% | Added |
| State of New Jersey Common Pension Fund D | 12,554 | $4.29M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 11,906 | $4.23M | 0.04% | −83−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,836 | $4.04M | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 11,829 | $4.04M | 0.03% | +994+9.2% | Added |
| Handelsbanken Fonder AB | 11,617 | $3.97M | 0.01% | +960+9.0% | Added |
| CX Institutional | 11,612 | $3.96M | 0.11% | +236+2.1% | Added |
| US Bancorp | 11,540 | $3.94M | 0.00% | −862−7.0% | Reduced |
| Rocky Mountain Advisers, LLC | 11,525 | $3.94M | 1.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,300 | $3.86M | 0.06% | +100+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 11,077 | $3.78M | 0.02% | +9,562+631.2% | Added |
| Yousif Capital Management, LLC | 11,001 | $3.76M | 0.04% | −727−6.2% | Reduced |
| Deutsche Bank AG | 10,789 | $3.68M | 0.00% | −46,305−81.1% | Reduced |
| Apollon Wealth Management, LLC | 10,738 | $3.67M | 0.04% | +10,738 | New |
| XTX Topco Ltd | 10,622 | $3.63M | 0.05% | −21,727−67.2% | Reduced |
| Bridge City Capital, LLC | 10,555 | $3.60M | 0.82% | −208−1.9% | Reduced |
| Emerald Investment Advisers, LLC | 10,536 | $3.60M | 0.24% | +837+8.6% | Added |
| Illinois Municipal Retirement Fund | 10,511 | $3.59M | 0.04% | +3,740+55.2% | Added |
| Campbell Newman Asset Management Inc | 10,481 | $3.58M | 0.27% | +454+4.5% | Added |
| Arizona State Retirement System | 10,382 | $3.54M | 0.02% | −239−2.3% | Reduced |
| Advisors Asset Management, Inc. | 10,339 | $3.53M | 0.05% | +1,057+11.4% | Added |
| Picton Mahoney Asset Management | 9,774 | $3.34M | 0.03% | −4,060−29.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 9,701 | $3.31M | 0.01% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,268 | $3.16M | 0.39% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,261 | $3.16M | 0.02% | −430−4.4% | Reduced |
| Gateway Investment Advisers LLC | 9,205 | $3.14M | 0.03% | +5,109+124.7% | Added |
| Northwestern Mutual Wealth Management Co | 9,194 | $3.14M | 0.00% | +641+7.5% | Added |
| Covea Finance | 9,100 | $3.11M | 0.10% | +700+8.3% | Added |
| State of Michigan Retirement System | 9,005 | $3.07M | 0.01% | −300−3.2% | Reduced |
| South Dakota Investment Council | 8,817 | $3.01M | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 8,799 | $3.00M | 0.01% | +2,223+33.8% | Added |
| Pathstone Holdings, LLC | 8,770 | $2.99M | 0.01% | +175+2.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,701 | $2.97M | 0.03% | +37+0.4% | Added |
| Crossmark Global Holdings, Inc. | 8,637 | $2.95M | 0.04% | −2,196−20.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,636 | $2.95M | 0.01% | +1,243+16.8% | Added |
| Essex Investment Management Co LLC | 8,573 | $2.93M | 0.38% | −366−4.1% | Reduced |
| KLP Kapitalforvaltning AS | 8,540 | $2.92M | 0.01% | −280−3.2% | Reduced |
| Brinker Capital Investments, LLC | 8,421 | $2.88M | 0.02% | −2,714−24.4% | Reduced |
| James Investment Research Inc | 8,188 | $2.80M | 0.28% | −9−0.1% | Reduced |
| New Mexico Educational Retirement Board | 8,000 | $2.73M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,971 | $2.72M | 0.03% | +15+0.2% | Added |
| Dana Investment Advisors, Inc. | 7,876 | $2.69M | 0.07% | +1,069+15.7% | Added |
| Monument Capital Management | 7,676 | $2.62M | 0.53% | +505+7.0% | Added |
| Toroso Investments, LLC | 7,610 | $2.60M | 0.01% | +2,702+55.1% | Added |
| Summit Trail Advisors, LLC | 7,603 | $2.60M | 0.03% | −305−3.9% | Reduced |
| Bank of Montreal | 7,587 | $2.59M | 0.00% | −52−0.7% | Reduced |
| Element Squared LLC | 7,566 | $2.58M | 1.29% | −328−4.2% | Reduced |
| Hager Investment Management Services, LLC | 7,544 | $2.58M | 1.18% | −268−3.4% | Reduced |
| Guggenheim Capital LLC | 7,403 | $2.53M | 0.02% | −1,559−17.4% | Reduced |
| Brevan Howard Capital Management LP | 7,381 | $2.52M | 0.04% | +6,218+534.7% | Added |
| Credit Agricole S A | 7,296 | $2.49M | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 7,275 | $2.48M | 0.11% | +1,775+32.3% | Added |
| Knights of Columbus Asset Advisors LLC | 7,233 | $2.47M | 0.12% | +173+2.5% | Added |
| Merit Financial Group, LLC | 7,157 | $2.44M | 0.02% | +2,451+52.1% | Added |
| Ameritas Investment Partners, Inc. | 7,125 | $2.43M | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,059 | $2.41M | 0.15% | +4,411+166.6% | Added |
| Pallas Capital Advisors LLC | 6,951 | $2.37M | 0.07% | +514+8.0% | Added |
| Jefferies Financial Group Inc. | 6,913 | $2.36M | 0.02% | +5,672+457.1% | Added |
| Vestcor Inc | 6,824 | $2.33M | 0.06% | −1,151−14.4% | Reduced |
| Aurora Investment Counsel | 6,658 | $2.27M | 1.17% | +6,658 | New |
| Truist Financial Corp | 6,642 | $2.27M | 0.00% | −139−2.0% | Reduced |
| Washington Trust Advisors, Inc. | 6,633 | $2.26M | 0.17% | −150−2.2% | Reduced |
| Twinbeech Capital LP | 6,600 | $2.25M | 0.41% | +6,600 | New |
| Radnor Capital Management, LLC | 6,480 | $2.21M | 0.31% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,471 | $2.21M | 0.00% | −1,010−13.5% | Reduced |
| L2 Asset Management, LLC | 6,449 | $2.20M | 0.23% | +6,449 | New |
| Huntington National Bank | 6,386 | $2.18M | 0.01% | +72+1.1% | Added |
| OP Asset Management Ltd | 6,266 | $2.14M | 0.02% | +984+18.6% | Added |
| Nitorum Capital, L.P. | 6,225 | $2.13M | 1.45% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,185 | $2.11M | 0.01% | −2,410−28.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,980 | $2.04M | 0.01% | +514+9.4% | Added |
| HighTower Advisors, LLC | 5,959 | $2.03M | 0.00% | −2,397−28.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,822 | $2.02M | 0.04% | −3−0.1% | Reduced |
| Rothschild Investment LLC | 5,821 | $1.99M | 0.07% | +3,990+217.9% | Added |
| Bank of Nova Scotia | 5,747 | $1.96M | 0.00% | +5,747 | New |
| IMC-Chicago, LLC | 5,745 | $1.96M | 0.02% | +5,745 | New |
| Pictet Asset Management Holding SA | 5,672 | $1.94M | 0.00% | −585−9.3% | Reduced |
| Sit Investment Associates Inc | 5,665 | $1.93M | 0.04% | +250+4.6% | Added |
| Brighton Jones LLC | 5,630 | $1.92M | 0.04% | +1,203+27.2% | Added |
| Intech Investment Management LLC | 5,524 | $1.89M | 0.02% | −3,782−40.6% | Reduced |
| Valley National Advisers Inc | 5,485 | $1.87M | 0.21% | −105−1.9% | Reduced |
| Martingale Asset Management L P | 5,253 | $1.79M | 0.04% | +783+17.5% | Added |
| Croban | 5,247 | $1.79M | 0.79% | −24−0.5% | Reduced |
| Nations Financial Group Inc, | 5,173 | $1.77M | 0.08% | +71+1.4% | Added |
| Advisor Group Holdings, Inc. | 5,092 | $1.74M | 0.00% | +2,726+115.2% | Added |
| Sargent Investment Group, LLC | 4,991 | $1.70M | 0.20% | −1,189−19.2% | Reduced |
| Angeles Wealth Management, LLC | 4,894 | $1.67M | 0.08% | +20.0% | Added |
| Great Diamond Partners, LLC | 4,871 | $1.66M | 0.29% | +218+4.7% | Added |
| New York Life Investment Management LLC | 4,859 | $1.66M | 0.01% | +4,859 | New |
| Summit Place Financial Advisors, LLC | 4,846 | $1.65M | 0.72% | +112+2.4% | Added |