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, Q1 2025
Institutional positions in Evercore Inc. as of Mar 31, 2025. 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
- 551
- −26 vs. Q4 2024
- Shares held
- 34.4M
- +1.38M (+4.2%) vs. Q4 2024
- Total value
- $6.87B
- −$2.29B (−25.0%) vs. Q4 2024
- New holders
- 77
- 226 more added
- Sold out
- 103
- 183 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OP Asset Management Ltd | 349 | $69.7K | 0.00% | +349 | New |
| Clearstead Advisors, LLC | 349 | $69.7K | 0.00% | +111+46.6% | Added |
| GWM Advisors LLC | 350 | $69.8K | 0.00% | −798−69.5% | Reduced |
| Umb Bank N A | 388 | $77.5K | 0.00% | +161+70.9% | Added |
| Simplex Trading, LLC | 419 | $83.0K | 0.00% | +419 | New |
| First Horizon Advisors, Inc. | 450 | $89.9K | 0.00% | +137+43.8% | Added |
| GeoWealth Management, LLC | 457 | $91.3K | 0.00% | −55−10.7% | Reduced |
| Parkside Financial Bank & Trust | 498 | $99.5K | 0.01% | +267+115.6% | Added |
| State of Wyoming | 531 | $106.1K | 0.01% | +531 | New |
| Farther Finance Advisors, LLC | 579 | $116.1K | 0.00% | +110+23.5% | Added |
| Fourth Dimension Wealth, LLC | 615 | $122.8K | 0.06% | +358+139.3% | Added |
| Arlington Trust Co LLC | 699 | $139.6K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 711 | $142.0K | 0.01% | +92+14.9% | Added |
| Skopos Labs, Inc. | 742 | $148.2K | 0.03% | +237+46.9% | Added |
| Central Pacific Bank - Trust Division | 750 | $149.8K | 0.02% | +60+8.7% | Added |
| EverSource Wealth Advisors, LLC | 754 | $150.6K | 0.01% | +42+5.9% | Added |
| Whittier Trust Co | 797 | $159.2K | 0.00% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 824 | $164.6K | 0.11% | −3,447−80.7% | Reduced |
| IFP Advisors, Inc | 866 | $173.3K | 0.01% | +699+418.6% | Added |
| Moody Aldrich Partners LLC | 1,013 | $202.3K | 0.04% | −1,484−59.4% | Reduced |
| Graham Capital Management, L.P. | 1,033 | $206.3K | 0.01% | +1,033 | New |
| Jones Financial Companies LLLP | 1,067 | $212.8K | 0.00% | +163+18.0% | Added |
| Belpointe Asset Management LLC | 1,069 | $213.5K | 0.01% | +17+1.6% | Added |
| MGB Wealth Management, LLC | 1,078 | $215.3K | 0.08% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,083 | $216.3K | 0.10% | +109+11.2% | Added |
| Gateway Investment Advisers LLC | 1,090 | $217.7K | 0.00% | +209+23.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,098 | $219.3K | 0.03% | +39+3.7% | Added |
| Ritholtz Wealth Management | 1,113 | $222.2K | 0.01% | −87−7.2% | Reduced |
| Savvy Advisors, Inc. | 1,168 | $233.3K | 0.02% | +239+25.7% | Added |
| Pekin Hardy Strauss, Inc. | 1,170 | $233.7K | 0.03% | −175−13.0% | Reduced |
| Fielder Capital Group LLC | 1,175 | $234.7K | 0.07% | +70+6.3% | Added |
| Linden Thomas Advisory Services, LLC | 1,180 | $235.7K | 0.03% | +30+2.6% | Added |
| CIBC Asset Management Inc | 1,193 | $238.3K | 0.00% | +20+1.7% | Added |
| Martingale Asset Management L P | 1,208 | $241.3K | 0.01% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,223 | $244.3K | 0.15% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,225 | $244.7K | 0.01% | +3+0.2% | Added |
| Net Worth Advisory Group | 1,256 | $250.8K | 0.08% | −33−2.6% | Reduced |
| Hamilton Capital Partners Inc. | 1,271 | $253.8K | 0.02% | −36−2.8% | Reduced |
| Norden Group LLC | 1,281 | $255.8K | 0.03% | +516+67.5% | Added |
| Shell Asset Management Co | 1,282 | $256.0K | 0.01% | −55−4.1% | Reduced |
| Strategy Asset Managers LLC | 1,294 | $258.4K | 0.05% | −38−2.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,296 | $258.8K | 0.00% | −853−39.7% | Reduced |
| First Trust Advisors LP | 1,299 | $259.4K | 0.00% | −1,181−47.6% | Reduced |
| Burns Matteson Capital Management, LLC | 1,303 | $260.2K | 0.14% | +295+29.3% | Added |
| Shelton Capital Management | 1,309 | $261.4K | 0.01% | −36−2.7% | Reduced |
| Ci Investments Inc. | 1,314 | $262.0K | 0.00% | +126+10.6% | Added |
| Ronald Blue Trust, Inc. | 1,313 | $262.2K | 0.00% | +213+19.4% | Added |
| Parallel Advisors, LLC | 1,347 | $269.1K | 0.01% | −81−5.7% | Reduced |
| Summit Trail Advisors, LLC | 1,372 | $274.0K | 0.01% | +319+30.3% | Added |
| Bond & Devick Financial Network, Inc. | 1,400 | $279.6K | 0.10% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,416 | $282.8K | 0.01% | −418−22.8% | Reduced |
| Buckingham Strategic Partners | 1,419 | $283.4K | 0.00% | +1,419 | New |
| Legacy Capital Group California, Inc. | 1,435 | $286.6K | 0.10% | +361+33.6% | Added |
| Bryn Mawr Trust Co | 1,439 | $287.4K | 0.01% | −462−24.3% | Reduced |
| Oppenheimer Asset Management Inc. | 1,441 | $287.8K | 0.00% | +435+43.2% | Added |
| Toronto Dominion Bank | 1,441 | $288.0K | 0.00% | −140−8.9% | Reduced |
| EP Wealth Advisors, LLC | 1,453 | $290.2K | 0.00% | −93−6.0% | Reduced |
| Farringdon Capital, Ltd. | 1,456 | $290.8K | 0.15% | +657+82.2% | Added |
| R Squared Ltd | 1,496 | $298.8K | 0.32% | +766+104.9% | Added |
| Keybank National Association | 1,500 | $299.6K | 0.00% | −708−32.1% | Reduced |
| Gruss & Co., LLC | 1,500 | $299.6K | 1.31% | +1,500 | New |
| Sherbrooke Park Advisers LLC | 1,516 | $302.8K | 0.14% | +703+86.5% | Added |
| HB Wealth Management, LLC | 1,516 | $302.8K | 0.00% | +728+92.4% | Added |
| Cookson Peirce & Co Inc | 1,522 | $304.0K | 0.02% | −134,916−98.9% | Reduced |
| M&T Bank Corp | 1,527 | $305.0K | 0.00% | −279−15.4% | Reduced |
| Headlands Technologies LLC | 1,533 | $306.2K | 0.03% | +101+7.1% | Added |
| First Bank & Trust | 1,540 | $307.6K | 0.06% | −3−0.2% | Reduced |
| Journey Strategic Wealth LLC | 1,545 | $308.6K | 0.01% | +49+3.3% | Added |
| Summit Financial, LLC | 1,548 | $309.2K | 0.01% | +586+60.9% | Added |
| Tower Research Capital LLC (TRC) | 1,575 | $314.6K | 0.01% | −846−34.9% | Reduced |
| Vinva Investment Management Ltd | 995 | $315.8K | 0.01% | +995 | New |
| Mutual Advisors, LLC | 1,605 | $317.1K | 0.01% | −82−4.9% | Reduced |
| KBC Group NV | 1,601 | $320.0K | 0.00% | +144+9.9% | Added |
| Syon Capital LLC | 1,646 | $328.7K | 0.03% | +1,646 | New |
| Maryland State Retirement & Pension System | 1,676 | $334.7K | 0.01% | −373−18.2% | Reduced |
| Qsemble Capital Management, LP | 1,681 | $335.7K | 0.04% | +137+8.9% | Added |
| Freestone Grove Partners LP | 1,693 | $338.1K | 0.00% | +1,693 | New |
| Evercore Wealth Management, LLC | 1,720 | $343.5K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,720 | $343.5K | 0.22% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,748 | $349.1K | 0.01% | +1,152+193.3% | Added |
| Flagship Harbor Advisors, LLC | 1,777 | $354.8K | 0.02% | −41−2.3% | Reduced |
| Greenleaf Trust | 1,781 | $355.7K | 0.00% | −4−0.2% | Reduced |
| Commerce Bank | 1,797 | $358.9K | 0.00% | −3−0.2% | Reduced |
| CastleKnight Management LP | 1,800 | $359.5K | 0.04% | +1,800 | New |
| Manchester Capital Management LLC | 1,851 | $369.7K | 0.05% | +274+17.4% | Added |
| SG Americas Securities, LLC | 1,851 | $370.0K | 0.00% | +1,851 | New |
| Mount Yale Investment Advisors, LLC | 1,853 | $370.0K | 0.03% | +32+1.8% | Added |
| Hardy Reed LLC | 1,854 | $370.3K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,854 | $370.3K | 0.03% | +1,854 | New |
| Alamea Verwaltungs GmbH | 1,870 | $373.5K | 0.32% | +1,870 | New |
| Utah Retirement Systems | 1,900 | $379.5K | 0.00% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 1,914 | $380.9K | 0.03% | −129−6.3% | Reduced |
| Magnetar Financial LLC | 1,934 | $386.3K | 0.01% | −280−12.6% | Reduced |
| Scientech Research LLC | 1,946 | $388.7K | 0.10% | +1,946 | New |
| Sterling Capital Management LLC | 1,971 | $393.6K | 0.01% | −154−7.2% | Reduced |
| Caxton Associates LLP | 1,983 | $396.0K | 0.01% | +1,983 | New |
| Voleon Capital Management LP | 2,004 | $400.2K | 0.03% | +2,004 | New |
| Bayforest Capital Ltd | 2,005 | $400.4K | 0.17% | +2,005 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,009 | $401.2K | 0.11% | +2,009 | New |
| Blair William & Co | 2,098 | $419.0K | 0.00% | +500+31.3% | Added |