Evercore Inc. (EVR) — Institutional Holders, Q2 2026 (page 3)
714 institutional investment managers reported a EVR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EVR 13F holders ranked 201–300 of 714
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | State of Tennessee, Treasury Department#201 · 14,474 sh | 14,474 | $4.9M | 0.01% | -1.8% |
| 202 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#202 · 14,340 sh | 14,340 | $4.9M | — | -3.3% |
| 203 | Centric Wealth Management#203 · 14,764 sh | 14,764 | $4.7M | 0.73% | 0.0% |
| 204 | Inspire Investing#204 · 13,789 sh | 13,789 | $4.7M | — | +205.9% |
| 205 | TREMBLANT CAPITAL GROUP#205 · 13,673 sh | 13,673 | $4.7M | 0.13% | +1.4% |
| 206 | Robeco Institutional Asset Management B.V.#206 · 13,500 sh | 13,500 | $4.6M | — | -10.0% |
| 207 | SYON CAPITAL#207 · 13,485 sh | 13,485 | $4.6M | 0.20% | -13.7% |
| 208 | MITCHELL CAPITAL MANAGEMENT#208 · 13,394 sh | 13,394 | $4.6M | 0.70% | +3.5% |
| 209 | Universal- Beteiligungs- und Servicegesellschaft mbH#209 · 12,714 sh | 12,714 | $4.3M | <0.01% | -10.1% |
| 210 | Vanguard Personalized Indexing Management#210 · 12,677 sh | 12,677 | $4.3M | 0.04% | +1.8% |
| 211 | State of New Jersey Common Pension Fund D#211 · 12,554 sh | 12,554 | $4.3M | 0.01% | 0.0% |
| 212 | WHITTIER#212 · 11,906 sh | 11,906 | $4.2M | 0.04% | -0.7% |
| 213 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#213 · 11,836 sh | 11,836 | $4.0M | 0.03% | 0.0% |
| 214 | Vident Advisory#214 · 11,829 sh | 11,829 | $4.0M | 0.03% | +9.2% |
| 215 | Handelsbanken Fonder AB#215 · 11,617 sh | 11,617 | $4.0M | 0.01% | +9.0% |
| 216 | CX Institutional#216 · 11,612 sh | 11,612 | $4.0M | — | +2.1% |
| 217 | US BANCORP \DE\#217 · 11,540 sh | 11,540 | $3.9M | <0.01% | -7.0% |
| 218 | SRH ADVISORS#218 · 11,525 sh | 11,525 | $3.9M | — | 0.0% |
| 219 | Louisiana State Employees Retirement System#219 · 11,300 sh | 11,300 | $3.9M | — | +0.9% |
| 220 | Steward Partners Investment Advisory#220 · 11,077 sh | 11,077 | $3.8M | 0.02% | +631.2% |
| 221 | YOUSIF CAPITAL MANAGEMENT#221 · 11,001 sh | 11,001 | $3.8M | — | -6.2% |
| 222 | DEUTSCHE BANK AG\#222 · 10,789 sh | 10,789 | $3.7M | <0.01% | -81.1% |
| 223 | Apollon Wealth Management#223 · 10,738 sh | 10,738 | $3.7M | — | New |
| 224 | XTX Topco Ltd#224 · 10,622 sh | 10,622 | $3.6M | 0.05% | -67.2% |
| 225 | Bridge City Capital#225 · 10,555 sh | 10,555 | $3.6M | 0.82% | -1.9% |
| 226 | Emerald Investment Advisers#226 · 10,536 sh | 10,536 | $3.6M | 0.24% | +8.6% |
| 227 | Illinois Municipal Retirement Fund#227 · 10,511 sh | 10,511 | $3.6M | 0.04% | +55.2% |
| 228 | CAMPBELL NEWMAN ASSET MANAGEMENT#228 · 10,481 sh | 10,481 | $3.6M | — | +4.5% |
| 229 | Arizona State Retirement System#229 · 10,382 sh | 10,382 | $3.5M | 0.02% | -2.3% |
| 230 | Advisors Asset Management#230 · 10,339 sh | 10,339 | $3.5M | 0.05% | +11.4% |
| 231 | PICTON MAHONEY ASSET MANAGEMENT#231 · 9,774 sh | 9,774 | $3.3M | 0.02% | -29.3% |
| 232 | Vanguard Investments Australia, Ltd.#232 · 9,701 sh | 9,701 | $3.3M | <0.01% | 0.0% |
| 233 | EAGLE ROCK INVESTMENT COMPANY#233 · 9,268 sh | 9,268 | $3.2M | — | 0.0% |
| 234 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#234 · 9,261 sh | 9,261 | $3.2M | 0.02% | -4.4% |
| 235 | GATEWAY INVESTMENT ADVISERS#235 · 9,205 sh | 9,205 | $3.1M | — | +124.7% |
| 236 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#236 · 9,194 sh | 9,194 | $3.1M | <0.01% | +7.5% |
| 237 | Covea Finance#237 · 9,100 sh | 9,100 | $3.1M | — | +8.3% |
| 238 | STATE TREASURER STATE OF MICHIGAN#238 · 9,005 sh | 9,005 | $3.1M | — | -3.2% |
| 239 | South Dakota Investment Council#239 · 8,817 sh | 8,817 | $3.0M | 0.05% | 0.0% |
| 240 | MAI Capital Management#240 · 8,799 sh | 8,799 | $3.0M | 0.01% | +33.8% |
| 241 | Pathstone#241 · 8,770 sh | 8,770 | $3.0M | <0.01% | +2.0% |
| 242 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#242 · 8,701 sh | 8,701 | $3.0M | 0.03% | +0.4% |
| 243 | Crossmark Global#243 · 8,637 sh | 8,637 | $2.9M | — | -20.3% |
| 244 | O'SHAUGHNESSY ASSET MANAGEMENT#244 · 8,636 sh | 8,636 | $2.9M | 0.01% | +16.8% |
| 245 | ESSEX INVESTMENT MANAGEMENT#245 · 8,573 sh | 8,573 | $2.9M | — | -4.1% |
| 246 | KLP KAPITALFORVALTNING AS#246 · 8,540 sh | 8,540 | $2.9M | <0.01% | -3.2% |
| 247 | Orion Porfolio Solutions#247 · 8,421 sh | 8,421 | $2.9M | 0.02% | -24.4% |
| 248 | JAMES INVESTMENT RESEARCH#248 · 8,188 sh | 8,188 | $2.8M | — | -0.1% |
| 249 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#249 · 8,000 sh | 8,000 | $2.7M | 0.07% | 0.0% |
| 250 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#250 · 7,971 sh | 7,971 | $2.7M | 0.03% | +0.2% |
| 251 | Dana Investment Advisors#251 · 7,876 sh | 7,876 | $2.7M | 0.07% | +15.7% |
| 252 | Monument Capital Management#252 · 7,676 sh | 7,676 | $2.6M | — | +7.0% |
| 253 | Toroso Investments#253 · 7,610 sh | 7,610 | $2.6M | <0.01% | +55.1% |
| 254 | Summit Trail Advisors#254 · 7,603 sh | 7,603 | $2.6M | 0.03% | -3.9% |
| 255 | BANK OF MONTREAL#255 · 7,587 sh | 7,587 | $2.6M | <0.01% | -0.7% |
| 256 | Element Squared#256 · 7,566 sh | 7,566 | $2.6M | 1.29% | -4.2% |
| 257 | HAGER INVESTMENT MANAGEMENT SERVICES#257 · 7,544 sh | 7,544 | $2.6M | 1.18% | -3.4% |
| 258 | GUGGENHEIM CAPITAL#258 · 7,403 sh | 7,403 | $2.5M | 0.02% | -17.4% |
| 259 | Brevan Howard Capital Management#259 · 7,381 sh | 7,381 | $2.5M | 0.02% | +534.7% |
| 260 | CREDIT AGRICOLE S A#260 · 7,296 sh | 7,296 | $2.5M | <0.01% | 0.0% |
| 261 | New Age Alpha Advisors#261 · 7,275 sh | 7,275 | $2.5M | 0.10% | +32.3% |
| 262 | Knights of Columbus Asset Advisors#262 · 7,233 sh | 7,233 | $2.5M | 0.12% | +2.5% |
| 263 | Merit Financial Group#263 · 7,157 sh | 7,157 | $2.4M | 0.01% | +52.1% |
| 264 | Ameritas Investment Partners#264 · 7,125 sh | 7,125 | $2.4M | 0.06% | 0.0% |
| 265 | GSA CAPITAL PARTNERS LLP#265 · 7,059 sh | 7,059 | $2.4M | 0.15% | +166.6% |
| 266 | Pallas Capital Advisors#266 · 6,951 sh | 6,951 | $2.4M | 0.07% | +8.0% |
| 267 | LEUCADIA NATIONAL#267 · 6,913 sh | 6,913 | $2.4M | 0.02% | +457.1% |
| 268 | Vestcor#268 · 6,824 sh | 6,824 | $2.3M | 0.06% | -14.4% |
| 269 | Aurora Investment Counsel#269 · 6,658 sh | 6,658 | $2.3M | 1.17% | New |
| 270 | TRUIST FINANCIAL#270 · 6,642 sh | 6,642 | $2.3M | <0.01% | -2.0% |
| 271 | Washington Advisors#271 · 6,633 sh | 6,633 | $2.3M | — | -2.2% |
| 272 | TWINBEECH CAPITAL#272 · 6,600 sh | 6,600 | $2.3M | 0.41% | New |
| 273 | Radnor Capital Management#273 · 6,480 sh | 6,480 | $2.2M | — | 0.0% |
| 274 | Cetera Investment Advisers#274 · 6,471 sh | 6,471 | $2.2M | <0.01% | -13.5% |
| 275 | L2 Asset Management#275 · 6,449 sh | 6,449 | $2.2M | 0.23% | New |
| 276 | HUNTINGTON NATIONAL BANK#276 · 6,386 sh | 6,386 | $2.2M | 0.01% | +1.1% |
| 277 | OP Asset Management Ltd#277 · 6,266 sh | 6,266 | $2.1M | 0.02% | +18.6% |
| 278 | Nitorum Capital, L.P.#278 · 6,225 sh | 6,225 | $2.1M | 1.45% | 0.0% |
| 279 | TEACHER RETIREMENT SYSTEM OF TEXAS#279 · 6,185 sh | 6,185 | $2.1M | <0.01% | -28.0% |
| 280 | Federation des caisses Desjardins du Quebec#280 · 5,980 sh | 5,980 | $2.0M | <0.01% | +9.4% |
| 281 | HighTower Advisors#281 · 5,959 sh | 5,959 | $2.0M | <0.01% | -28.7% |
| 282 | WHITTIER OF NEVADA#282 · 5,822 sh | 5,822 | $2.0M | 0.04% | -0.1% |
| 283 | ROTHSCHILD INVESTMENT#283 · 5,821 sh | 5,821 | $2.0M | 0.07% | +217.9% |
| 284 | BANK OF NOVA SCOTIA#284 · 5,747 sh | 5,747 | $2.0M | <0.01% | New |
| 285 | IMC-Chicago#285 · 5,745 sh | 5,745 | $2.0M | <0.01% | New |
| 286 | Pictet Asset Management Holding SA#286 · 5,672 sh | 5,672 | $1.9M | <0.01% | -9.3% |
| 287 | SIT INVESTMENT ASSOCIATES#287 · 5,665 sh | 5,665 | $1.9M | 0.04% | +4.6% |
| 288 | BRIGHTON JONES#288 · 5,630 sh | 5,630 | $1.9M | 0.04% | +27.2% |
| 289 | INTECH INVESTMENT MANAGEMENT#289 · 5,524 sh | 5,524 | $1.9M | 0.02% | -40.6% |
| 290 | VALLEY NATIONAL ADVISERS#290 · 5,485 sh | 5,485 | $1.9M | — | -1.9% |
| 291 | MARTINGALE ASSET MANAGEMENT L P#291 · 5,253 sh | 5,253 | $1.8M | 0.04% | +17.5% |
| 292 | CROBAN#292 · 5,247 sh | 5,247 | $1.8M | 0.79% | -0.5% |
| 293 | NATIONS FINANCIAL GROUP , /IA#293 · 5,173 sh | 5,173 | $1.8M | 0.08% | +1.4% |
| 294 | OSAIC#294 · 5,092 sh | 5,092 | $1.7M | <0.01% | +115.2% |
| 295 | Sargent Investment Group#295 · 4,991 sh | 4,991 | $1.7M | 0.20% | -19.2% |
| 296 | ANGELES WEALTH MANAGEMENT#296 · 4,894 sh | 4,894 | $1.7M | — | 0.0% |
| 297 | Great Diamond Partners#297 · 4,871 sh | 4,871 | $1.7M | — | +4.7% |
| 298 | NEW YORK LIFE INVESTMENT MANAGEMENT#298 · 4,859 sh | 4,859 | $1.7M | 0.01% | New |
| 299 | Summit Place Financial Advisors#299 · 4,846 sh | 4,846 | $1.7M | — | +2.4% |
| 300 | Equitable#300 · 4,822 sh | 4,822 | $1.6M | <0.01% | +100.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.