Vault-13

EVERCORE INC EVR

CLASS A · Common Stock · CUSIP 29977A105 · ISIN US29977A1051

American financial services company

396 institutional holders +26 vs Q3 2022
32,801,22232.8m shares reported held*
$3.6bnreported value*
62 new 112 added 152 reduced 42 sold out net bought ≈ $48.3m (+488.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $109.18. Options: 6 managers hold calls ($5.2m notional), 6 hold puts ($6.5m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 370Q4 22: 396396Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022370
Q4 2022396

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6m$8mQ3 22 calls: $1.8mQ3 22 puts: $2.9mQ3 22P/C 1.64Q4 22 calls: $5.2mQ4 22 puts: $6.5mQ4 22P/C 1.26
Numbers
QuarterCallsPutsP/C
Q3 2022$1.8m$2.9m1.64
Q4 2022$5.2m$6.5m1.26

Biggest buyers

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Added +769,634+769.6k
Fisher Asset Management, LLC Added +313,463+313.5k
MILLENNIUM MANAGEMENT LLC Added +312,452+312.5k
Channing Capital Management, LLC New +282,650+282.6k
FULLER & THALER ASSET MANAGEMENT, INC. Added +253,709+253.7k
Balyasny Asset Management L.P. New +208,209+208.2k
LORD, ABBETT & CO. LLC Added +195,150+195.2k
KETTLE HILL CAPITAL MANAGEMENT, LLC Added +170,162+170.2k
River Road Asset Management, LLC New +150,645+150.6k
BlackRock Inc. Added +142,370+142.4k

Biggest sellers

Copeland Capital Management, LLC Reduced -367,288-367.3k
CITADEL ADVISORS LLC Reduced -239,427-239.4k
MARSHALL WACE, LLP Sold out -223,472-223.5k
Assenagon Asset Management S.A. Sold out -208,332-208.3k
GOLDMAN SACHS GROUP INC Reduced -204,423-204.4k
RENAISSANCE TECHNOLOGIES LLC Reduced -188,500-188.5k
Qube Research & Technologies Ltd Sold out -170,725-170.7k
Nitorum Capital, L.P. Reduced -139,967-140.0k
PANAGORA ASSET MANAGEMENT INC Reduced -107,438-107.4k
WELLINGTON MANAGEMENT GROUP LLP Reduced -102,908-102.9k

Biggest calls

Walleye Trading LLC New $1.5m13.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.3m11.6k shares
CITADEL ADVISORS LLC Added $1.2m11.0k shares
PEAK6 Investments LLC New $763.6k7.0k shares
WOLVERINE TRADING, LLC New $480.0k4.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.4m31.5k shares
PEAK6 Investments LLC Added $1.5m14.1k shares
CITADEL ADVISORS LLC Added $949.0k8.7k shares
SIMPLEX TRADING, LLC Added $338.0k3.1k shares
WOLVERINE TRADING, LLC Reduced $229.0k2.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 5.1% new 2.0m≈ $669.3m 2026-07-31
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.0% new 2.0m≈ $679.4m 2026-04-29

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), WELLINGTON MANAGEMENT GROUP LLP (5.0%, 2026-02-10)

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 1 sellingQ4 21Q1 22: 0 buyingQ1 22: 2 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 1 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—1$33.7m—
Q1 20220—2$195.6k—
Q2 20220—0——
Q3 20220—1$31.0k—
Q4 20220—0——

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 3,764,8583.8m $410.7m $410.7m 0.01% Added +20.9k +20,941
2 BlackRock Inc. 0.01% of their portfolio New York, NY 3,453,5303.5m $376.7m $376.7m 0.01% Added +142.4k +142,370
3 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,603,8861.6m $175.0m $175.0m 0.02% Reduced -89.6k -89,557
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 1,040,2111.0m $113.5m $113.5m 0.01% Added +8.2k +8,176
5 MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio NEW YORK, NY 960,939960.9k $104.8m $104.8m 0.12% Added +312.5k +312,452
6 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.39% of their portfolio Los Angeles, CA 919,960920.0k $100.3m $100.3m 0.39% Reduced -8.0k -7,950
7 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio Boston, MA 870,944870.9k $95.0m $95.0m 0.03% Added +769.6k +769,634
8 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 869,478869.5k $94.8m $94.8m 0.03% Added +3.6k +3,628
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio SAN FRANCISCO, CA 793,758793.8k $86.6m $86.6m 0.03% Added +13.8k +13,793
10 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 715,646715.6k $78.1m $78.1m 0.01% Added +80.3k +80,332
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 639,939639.9k $69.8m $69.8m 0.01% Reduced -39.4k -39,370
12 FULLER & THALER ASSET MANAGEMENT, INC. 0.43% of their portfolio SAN MATEO, CA 623,194623.2k $68.0m $68.0m 0.43% Added +253.7k +253,709
13 PRIMECAP MANAGEMENT CO/CA/ 0.06% of their portfolio PASADENA, CA 578,880578.9k $63.1m $63.1m 0.06% Added +41.7k +41,680
14 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 541,558541.6k $59.1m $59.1m 0.02% Reduced -204.4k -204,423
15 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 513,398513.4k $56.0m $56.0m 0.01% Added +5.4k +5,354
16 Bahl & Gaynor LLC 0.34% of their portfolio CINCINNATI, OH 497,091497.1k $54.2m $54.2m 0.34% Added +41.6k +41,627
17 JACOBS LEVY EQUITY MANAGEMENT, INC 0.37% of their portfolio FLORHAM PARK, NJ 496,209496.2k $54.1m $54.1m 0.37% Reduced -41.4k -41,380
18 FIRST TRUST ADVISORS LP 0.05% of their portfolio Wheaton, IL 393,790393.8k $43.0m $43.0m 0.05% Added +12.1k +12,063
19 Boston Partners 0.06% of their portfolio BOSTON, MA 379,403379.4k $43.0m $43.0m 0.06% Reduced -4.7k -4,725
20 Fisher Asset Management, LLC 0.03% of their portfolio PLANO, TX 371,735371.7k $40.5m $40.5m 0.03% Added +313.5k +313,463
21 NORGES BANK 0.01% of their portfolio OSLO, Q8 354,875354.9k $38.7m $38.7m 0.01% Reduced -35.5k -35,547
22 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 344,115344.1k $37.5m $37.5m 0.02% Reduced -2.9k -2,861
23 LORD, ABBETT & CO. LLC 0.06% of their portfolio JERSEY CITY, NJ 321,120321.1k $35.0m $35.0m 0.06% Added +195.2k +195,150
24 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 318,724318.7k $34.8m $34.8m 0.01% Added +38.8k +38,804
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 313,005313.0k $34.1m $34.1m 0.00% Added +31.2k +31,222
26 Clark Capital Management Group, Inc. 0.30% of their portfolio PHILADELPHIA, PA 303,328303.3k $33.1m $33.1m 0.30% Added +62.3k +62,345
27 Paralel Advisors LLC 1.93% of their portfolio DENVER, CO 300,000300.0k $32.7m $32.7m 1.93% Unchanged
28 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 293,178293.2k $32.0m $32.0m 0.01% Reduced -19.5k -19,546
29 Channing Capital Management, LLC 0.98% of their portfolio Chicago, IL 282,650282.6k $30.8m $30.8m 0.98% New
30 Sparta 24 Ltd. 25.88% of their portfolio Tirat Hacarmel, L3 275,400275.4k $30.0m $30.0m 25.88% First filing
31 AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio Greenwich, CT 264,317264.3k $28.7m $28.7m 0.07% Reduced -99.5k -99,479
32 Boston Trust Walden Corp 0.25% of their portfolio BOSTON, MA 263,805263.8k $28.8m $28.8m 0.25% Reduced -2.5k -2,505
33 FRONTIER CAPITAL MANAGEMENT CO LLC 0.30% of their portfolio Boston, MA 254,493254.5k $27.8m $27.8m 0.30% Reduced -5.3k -5,271
34 KETTLE HILL CAPITAL MANAGEMENT, LLC 5.16% of their portfolio New York, NY 240,241240.2k $26.2m $26.2m 5.16% Added +170.2k +170,162
35 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 220,598220.6k $24.1m $24.1m 0.02% Added +45.8k +45,846
36 Balyasny Asset Management L.P. 0.08% of their portfolio Chicago, IL 208,209208.2k $22.7m $22.7m 0.08% New
37 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 204,815204.8k $22.3m $22.3m 0.00% Reduced -102.9k -102,908
38 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 197,500197.5k $21.5m $21.5m 0.03% Reduced -188.5k -188,500
39 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 189,648189.6k $20.7m $20.7m 0.01% Added +196 +196
40 Russell Investments Group, Ltd. 0.04% of their portfolio Seattle, WA 182,617182.6k $19.9m $19.9m 0.04% Added +12.0k +11,972
41 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 177,263177.3k $19.3m $19.3m 0.01% Added +42.0k +42,025
42 Bernzott Capital Advisors 2.48% of their portfolio Camarillo, CA 175,847175.8k $19.2m $19.2m 2.48% Reduced -5.6k -5,604
43 STATE OF WISCONSIN INVESTMENT BOARD 0.06% of their portfolio MADISON, WI 173,835173.8k $19.0m $19.0m 0.06% Reduced -2.9k -2,888
44 Nitorum Capital, L.P. 1.78% of their portfolio NEW YORK, NY 173,544173.5k $18.9m $18.9m 1.78% Reduced -140.0k -139,967
45 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 167,557167.6k $18.3m $18.3m 0.03% Reduced -2.1k -2,122
46 WEDGE CAPITAL MANAGEMENT L L P/NC 0.29% of their portfolio CHARLOTTE, NC 164,528164.5k $17.9m $17.9m 0.29% Reduced -18.0k -18,023
47 ARIEL INVESTMENTS, LLC 0.17% of their portfolio CHICAGO, IL 154,111154.1k $16.8m $16.8m 0.17% Reduced -30.0k -29,955
48 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.24% of their portfolio NEW YORK, NY 154,048154.0k $16.8m $16.8m 1.24% Added +51.2k +51,159
49 River Road Asset Management, LLC 0.23% of their portfolio LOUISVILLE, KY 150,645150.6k $16.4m $16.4m 0.23% New
50 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 149,642149.6k $16.3m $16.3m 0.01% Reduced -24 -24
51 MACQUARIE GROUP LTD 0.02% of their portfolio Sydney, NSW 2000, C3 141,675141.7k $15.5m $15.5m 0.02% Reduced -9.8k -9,773
52 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 140,250140.2k $15.3m $15.3m 0.01% Reduced -288 -288
53 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 137,014137.0k $14.9m $14.9m 0.01% Reduced -2.0k -2,018
54 Retirement Systems of Alabama 0.06% of their portfolio MONTGOMERY, AL 124,375124.4k $13.6m $13.6m 0.06% Reduced -52 -52
55 PANAGORA ASSET MANAGEMENT INC 0.08% of their portfolio BOSTON, MA 116,760116.8k $12.7m $12.7m 0.08% Reduced -107.4k -107,438
56 Man Group plc 0.05% of their portfolio LONDON, X0 115,865115.9k $12.6m $12.6m 0.05% Added +5.8k +5,798
57 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 110,139110.1k $12.0m $12.0m 0.01% Reduced -55.3k -55,290
58 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 109,534109.5k $11.9m $11.9m 0.02% Added +3.8k +3,834
59 GLENMEDE TRUST CO NA 0.07% of their portfolio PHILADELPHIA, PA 109,007109.0k $11.9m $11.9m 0.07% Reduced -9.2k -9,216
60 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 105,456105.5k $11.5m $11.5m 0.02% Added +63.3k +63,293
61 ROYCE & ASSOCIATES LP 0.12% of their portfolio New York, NY 104,674104.7k $11.4m $11.4m 0.12% Added +8.8k +8,838
62 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 103,879103.9k $11.3m $11.3m 0.01% Reduced -239.4k -239,427
63 Epoch Investment Partners, Inc. 0.07% of their portfolio New York, NY 102,193102.2k $11.1m $11.1m 0.07% Reduced -4.8k -4,767
64 SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio London, X0 99,951100.0k $10.9m $10.9m 0.02% Reduced -76 -76
65 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.08% of their portfolio Cincinnati, OH 99,68099.7k $10.9m $10.9m 0.08% Reduced -15.1k -15,120
66 CCM INVESTMENT ADVISERS LLC 1.70% of their portfolio COLUMBIA, SC 98,23198.2k $10.7m $10.7m 1.70% Reduced -3.6k -3,564
67 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 95,07895.1k $10.4m $10.4m 0.01% Added +2.3k +2,262
68 Ensign Peak Advisors, Inc 0.02% of their portfolio SALT LAKE CITY, UT 92,41392.4k $10.1m $10.1m 0.02% Reduced -40.9k -40,926
69 PEREGRINE CAPITAL MANAGEMENT LLC 0.31% of their portfolio MINNEAPOLIS, MN 91,60491.6k $10.0m $10.0m 0.31% Reduced -2.8k -2,785
70 Swiss National Bank 0.01% of their portfolio ZURICH, V8 89,80089.8k $9.8m $9.8m 0.01% Reduced -6.5k -6,500
71 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 87,51587.5k $9.5m $9.5m 0.01% Added +34.5k +34,527
72 Ziegler Capital Management, LLC 0.38% of their portfolio CHICAGO, IL 82,79482.8k $9.1m $9.1m 0.38% Reduced -1.6k -1,635
73 LMR Partners LLP 0.17% of their portfolio LONDON, X0 81,48881.5k $8.9m $8.9m 0.17% New
74 Pier Capital, LLC 1.42% of their portfolio STAMFORD, CT 79,41979.4k $8.7m $8.7m 1.42% Added +5.5k +5,458
75 Legal & General Group Plc 0.00% of their portfolio London, X0 78,13178.1k $8.5m $8.5m 0.00% Reduced -23 -23
76 Brandywine Global Investment Management, LLC 0.06% of their portfolio PHILADELPHIA, PA 74,17074.2k $8.1m $8.1m 0.06% Added +11.3k +11,287
77 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 68,58968.6k $7.5m $7.5m 0.01% Reduced -846 -846
78 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 64,14064.1k $7.0m $7.0m 0.00% Reduced -29.5k -29,520
79 Pekin Hardy Strauss, Inc. 1.07% of their portfolio CHICAGO, IL 62,07662.1k $6.8m $6.8m 1.07% Added +5.5k +5,509
80 COMERICA BANK 0.06% of their portfolio DALLAS, TX 61,75361.8k $7.8m $7.8m 0.06% Added +2.9k +2,868
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 56,53556.5k $6.2m $6.2m 0.00% Reduced -13.4k -13,354
82 AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio New York, NY 55,65655.7k $6.1m $6.1m 0.04% Reduced -1.2k -1,178
83 MARTINGALE ASSET MANAGEMENT L P 0.11% of their portfolio BOSTON, MA 54,07054.1k $5.9m $5.9m 0.11% Reduced -3.1k -3,143
84 Executive Wealth Management, LLC 0.72% of their portfolio BRIGHTON, MI 53,48953.5k $5.8m $5.8m 0.72% Added +49.4k +49,421
85 UBS Group AG 0.00% of their portfolio ZURICH, V8 52,73252.7k $5.8m $5.8m 0.00% Reduced -8.2k -8,164
86 Ceredex Value Advisors LLC 0.09% of their portfolio WINTER PARK, FL 52,70052.7k $5.7m $5.7m 0.09% Reduced -1.1k -1,117
87 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 52,16452.2k $5.7m $5.7m 0.01% Added +100 +100
88 MACKENZIE FINANCIAL CORP 0.01% of their portfolio TORONTO ONTARIO, A6 51,79851.8k $5.7m $5.7m 0.01% Added +47.1k +47,112
89 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 50,84150.8k $5.5m $5.5m 0.01% Added +4.9k +4,900
90 Brookfield Corp /ON/ 0.02% of their portfolio TORONTO, A6 49,65749.7k $5.4m $5.4m 0.02% Reduced -36.1k -36,103
91 Moody Aldrich Partners LLC 1.08% of their portfolio MARBLEHEAD, MA 48,70548.7k $5.3m $5.3m 1.08% Added +31.1k +31,055
92 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 48,55648.6k $5.3m $5.3m 0.01% Unchanged
93 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 47,34347.3k $5.2m $5.2m 0.01% Reduced -2.4k -2,385
94 South Dakota Investment Council 0.11% of their portfolio SIOUX FALLS, SD 47,15747.2k $5.1m $5.1m 0.11% Unchanged
95 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 44,11644.1k $4.8m $4.8m 0.01% Added +7.2k +7,212
96 SEIZERT CAPITAL PARTNERS, LLC 0.25% of their portfolio BIRMINGHAM, MI 43,70743.7k $4.8m $4.8m 0.25% Reduced -3.9k -3,869
97 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 42,56542.6k $4.6m $4.6m 0.01% Reduced -4.6k -4,563
98 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 41,61241.6k $4.5m $4.5m 0.01% Added +19.8k +19,841
99 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 41,40041.4k $4.5m $4.5m 0.01% Reduced -5.7k -5,700
100 GUGGENHEIM CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 39,72839.7k $4.3m $4.3m 0.04% Reduced -1.5k -1,490