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EVR

EVR

Evercore Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
226
Partial Q3 2026
Total 13F value
$463.6M
Filed positions so far
New positions
33
This quarter
Sold positions
62
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Timessquare Capital Management, Llc

$51.8M201.0K0.85%+21.1%

Boston Trust Walden Corp

$37.4M145.2K0.19%+25.3%

Fort Washington Investment Advisors Inc /Oh/

$31.5M122.3K0.16%+40.1%

Artemis Investment Management Llp

$24.9M96.6K0.22%-69.4%

Braun Stacey Associates Inc

$24.7M95.9K0.71%-11.1%

Principal Financial Group Inc

$22.7M88.3K0.01%+0.6%

Proshare Advisors Llc

$21.2M82.3K0.03%+8.5%

New York State Teachers Retirement System

$20.1M78.0K0.04%+71.5%

Leeward Investments, Llc - Ma

$8.7M33.8K0.44%-1.2%

Channing Capital Management, Llc

$8.6M33.4K0.23%+26.7%

Y-Intercept (Hong Kong) Ltd

$8.6M33.3K0.19%New Position

Pinnacle Associates Ltd

$8.5M33.1K0.10%-2.9%

Appleton Partners Inc/Ma

$8.3M32.3K0.51%+0.1%

Verdence Capital Advisors Llc

$8.2M31.8K0.35%+6.7%

Fideuram Asset Management (Ireland) Dac

$7.3M24.9K0.16%New Position

Sarasin & Partners Llp

$6.4M25.0K0.07%Unchanged

Bokf, Na

$6M23.5K0.07%-22.7%

Axxcess Wealth Management, Llc

$4.9M18.9K0.20%-3.3%

Creative Planning

$4.8M18.6K0.00%-40.5%

Wealth Enhancement Advisory Services, Llc

$4.7M19.4K0.01%-27.8%

B. Metzler Seel. Sohn & Co. Ag

$4.7M18.2K0.04%Unchanged

Amalgamated Bank

$4.5M17.6K0.03%+0.3%

Cx Institutional

$4.5M17.4K0.12%+49.5%

Prescott Group Capital Management, L.L.C.

$4.2M16.1K0.37%Unchanged

Deroy & Devereaux Private Investment Counsel Inc

$4.1M16.0K0.18%-0.3%

Capricorn Fund Managers Ltd

$3.8M14.9K0.36%+217.9%

Alps Advisors Inc

$3.7M14.2K0.02%-8.5%

Mutual Of America Capital Management Llc

$3.6M14.0K0.04%-2.4%

Covea Finance

$3.4M13.2K0.11%+45.0%

Bridge City Capital, Llc

$3.3M12.8K0.69%+21.3%

Gateway Investment Advisers Llc

$3.1M12.1K0.03%+31.9%

Srh Advisors, Llc

$3M11.5K0.76%Unchanged

Louisiana State Employees Retirement System

$2.9M11.4K0.04%+1.8%

Campbell Newman Asset Management Inc

$2.8M10.8K0.21%+3.2%

Apollon Wealth Management, Llc

$2.7M10.4K0.03%-2.8%

Arizona State Retirement System

$2.7M10.4K0.01%-0.3%

Yousif Capital Management, Llc

$2.7M10.3K0.03%-6.1%

Td Waterhouse Canada Inc.

$2.6M10.1K0.01%-86.5%

Centerbook Partners Lp

$2.5M9.7K0.11%New Position

Eagle Rock Investment Company, Llc

$2.4M9.3K0.30%+0.1%

Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

$2.4M9.2K0.01%-0.9%

State Of Michigan Retirement System

$2.3M9.0K0.01%Unchanged

Essex Investment Management Co Llc

$2.1M8.3K0.32%-3.3%

Stackstone Wealth, Llc

$2.1M8.3K0.21%New Position

James Investment Research, Inc.

$2.1M8.2K0.23%Unchanged

Oregon Public Employees Retirement Fund

$2.1M8.0K0.02%-0.1%

Washington Trust Advisors, Inc.

$1.7M6.5K0.12%-1.5%

Truist Financial Corp

$1.7M6.4K0.00%-3.1%

Lecap Asset Management Ltd

$1.6M6.2K0.77%New Position

Virginia Retirement Systems Et Al

$1.5M5.8K0.01%-55.7%

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