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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 2,160 | $431.0K | 0.00% | −668−23.6% | Reduced |
| Ethic Inc. | 2,225 | $446.0K | 0.01% | −1,378−38.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,238 | $447.0K | 0.15% | −122−5.2% | Reduced |
| Daiwa Securities Group Inc. | 2,250 | $449.0K | 0.00% | +1,790+389.1% | Added |
| The PNC Financial Services Group, Inc. | 2,250 | $449.4K | 0.00% | +193+9.4% | Added |
| Toroso Investments, LLC | 2,285 | $456.4K | 0.00% | +2,285 | New |
| Equitable Holdings, Inc. | 2,298 | $459.0K | 0.00% | +2,298 | New |
| Intrust Bank NA | 2,322 | $463.7K | 0.05% | −280−10.8% | Reduced |
| United Services Automobile Association | 2,351 | $469.1K | 0.01% | +2,351 | New |
| Nicholas Investment Partners, LP | 2,355 | $470.3K | 0.05% | −80,349−97.2% | Reduced |
| Yorktown Management & Research Co Inc | 2,375 | $474.3K | 0.52% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 2,387 | $476.7K | 0.22% | +2,387 | New |
| Vestcor Inc | 2,408 | $481.0K | 0.02% | −6,851−74.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,424 | $484.1K | 0.00% | −48−1.9% | Reduced |
| Crossmark Global Holdings, Inc. | 2,545 | $508.3K | 0.01% | −329−11.4% | Reduced |
| Bayesian Capital Management, LP | 2,563 | $511.9K | 0.08% | +2,563 | New |
| Mercer Global Advisors Inc | 2,590 | $517.4K | 0.00% | +293+12.8% | Added |
| Aviance Capital Partners, LLC | 2,628 | $524.9K | 0.07% | −25−0.9% | Reduced |
| Squarepoint Ops LLC | 2,655 | $530.3K | 0.00% | −16,058−85.8% | Reduced |
| RSM US Wealth Management LLC | 2,671 | $533.5K | 0.01% | −83−3.0% | Reduced |
| TD Private Client Wealth LLC | 2,684 | $536.0K | 0.01% | +1,530+132.6% | Added |
| Securian Asset Management, Inc | 2,752 | $549.6K | 0.02% | +100+3.8% | Added |
| Caitlin John, LLC | 2,759 | $551.1K | 0.54% | −3,937−58.8% | Reduced |
| Blueshift Asset Management, LLC | 2,777 | $554.6K | 0.22% | +2,777 | New |
| Commonwealth Equity Services, LLC | 2,778 | $555.0K | 0.00% | +248+9.8% | Added |
| Fox Run Management, L.L.C. | 2,780 | $555.2K | 0.09% | +2,780 | New |
| Illinois Municipal Retirement Fund | 2,791 | $557.4K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,806 | $560.4K | 0.01% | +27+1.0% | Added |
| Pitcairn Co | 2,850 | $569.2K | 0.03% | +50+1.8% | Added |
| Aviva PLC | 2,851 | $569.4K | 0.00% | +821+40.4% | Added |
| Entropy Technologies, LP | 2,908 | $580.8K | 0.06% | −1,992−40.7% | Reduced |
| O'Rourke & Company, Inc | 2,911 | $581.5K | 0.29% | −3−0.1% | Reduced |
| Merit Financial Group, LLC | 3,057 | $610.6K | 0.01% | +2,183+249.8% | Added |
| Foster & Motley Inc | 3,067 | $613.0K | 0.04% | −1,229−28.6% | Reduced |
| Baird Financial Group, Inc. | 3,082 | $615.5K | 0.00% | +879+39.9% | Added |
| Banque Pictet & Cie SA | 3,124 | $623.9K | 0.01% | +3,124 | New |
| Zions Bancorporation, National Association | 3,150 | $629.1K | 0.04% | +3,150 | New |
| HGK Asset Management Inc | 3,156 | $630.3K | 0.13% | −69−2.1% | Reduced |
| Legend Financial Advisors, Inc. | 3,182 | $635.5K | 0.47% | +3,182 | New |
| Sanctuary Advisors, LLC | 3,310 | $661.1K | 0.00% | −380−10.3% | Reduced |
| Federated Hermes, Inc. | 3,352 | $669.5K | 0.00% | +425+14.5% | Added |
| Inceptionr LLC | 3,400 | $679.0K | 0.20% | +20+0.6% | Added |
| Ransom Advisory, Ltd | 3,450 | $689.0K | 0.34% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 3,490 | $697.0K | 0.09% | −370−9.6% | Reduced |
| First National Bank of Hutchinson | 3,556 | $710.2K | 0.47% | +1,012+39.8% | Added |
| Trivant Custom Portfolio Group, LLC | 3,673 | $733.6K | 0.42% | +240+7.0% | Added |
| Nisa Investment Advisors, LLC | 3,685 | $736.0K | 0.00% | −100−2.6% | Reduced |
| Dynamic Advisor Solutions LLC | 3,728 | $744.5K | 0.02% | +586+18.7% | Added |
| TLWM | 3,771 | $753.1K | 0.15% | +199+5.6% | Added |
| Pier Capital, LLC | 3,773 | $753.5K | 0.13% | +2,208+141.1% | Added |
| Public Employees Retirement Association of Colorado | 3,882 | $775.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 4,037 | $806.3K | 0.08% | +4,037 | New |
| BNP Paribas | 4,095 | $817.9K | 0.03% | −320−7.2% | Reduced |
| Xponance, Inc. | 4,138 | $826.4K | 0.01% | −5−0.1% | Reduced |
| State of Alaska, Department of Revenue | 4,147 | $828.0K | 0.01% | +110+2.7% | Added |
| Waterway Wealth Management, LLC | 4,201 | $838.9K | 0.35% | +4,201 | New |
| Vestmark Advisory Solutions, Inc. | 4,205 | $839.8K | 0.02% | +1,310+45.3% | Added |
| Cornerstone Investment Partners, LLC | 4,323 | $863.4K | 0.04% | +504+13.2% | Added |
| Dark Forest Capital Management LP | 4,392 | $877.2K | 0.04% | +2,519+134.5% | Added |
| Buckhead Capital Management LLC | 4,407 | $880.2K | 0.28% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,478 | $894.3K | 0.00% | +4,478 | New |
| Freedom Day Solutions, LLC | 4,510 | $900.6K | 0.28% | −281−5.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,520 | $902.7K | 0.25% | −171−3.6% | Reduced |
| Acadian Asset Management LLC | 4,553 | $909.0K | 0.00% | +2,775+156.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,556 | $910.0K | 0.00% | −1,323−22.5% | Reduced |
| CWM, LLC | 4,559 | $911.0K | 0.00% | +1,430+45.7% | Added |
| TownSquare Capital, LLC | 4,681 | $934.7K | 0.01% | +539+13.0% | Added |
| Winton Group Ltd | 4,696 | $937.9K | 0.06% | +4,696 | New |
| Summit Place Financial Advisors, LLC | 4,723 | $943.3K | 0.53% | −210−4.3% | Reduced |
| Edgestream Partners, L.P. | 4,798 | $958.3K | 0.03% | −22,932−82.7% | Reduced |
| Angeles Wealth Management, LLC | 4,816 | $961.9K | 0.08% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 4,843 | $967.2K | 0.00% | −37,177−88.5% | Reduced |
| Sit Investment Associates Inc | 4,865 | $972.0K | 0.02% | +415+9.3% | Added |
| Vident Advisory, LLC | 4,874 | $973.4K | 0.01% | +16+0.3% | Added |
| Hanlon Investment Management, Inc. | 4,893 | $977.3K | 0.74% | −502−9.3% | Reduced |
| Aigen Investment Management, LP | 4,949 | $988.4K | 0.16% | +4,141+512.5% | Added |
| Advisors Asset Management, Inc. | 5,057 | $1.01M | 0.02% | −3,652−41.9% | Reduced |
| MML Investors Services, LLC | 5,067 | $1.01M | 0.00% | +217+4.5% | Added |
| Janney Montgomery Scott LLC | 5,113 | $1.02M | 0.00% | +1,660+48.1% | Added |
| CWM Advisors, LLC | 5,180 | $1.03M | 0.12% | +923+21.7% | Added |
| Princeton Capital Management LLC | 5,334 | $1.07M | 0.37% | +4,234+384.9% | Added |
| Croban | 5,577 | $1.11M | 1.03% | −67−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,700 | $1.14M | 0.01% | −1,126−16.5% | Reduced |
| Creative Planning | 5,802 | $1.16M | 0.00% | +1,474+34.1% | Added |
| Gsa Capital Partners LLP | 5,911 | $1.18M | 0.11% | +5,911 | New |
| Pictet Asset Management Holding SA | 5,988 | $1.20M | 0.00% | +508+9.3% | Added |
| Allspring Global Investments Holdings, LLC | 5,967 | $1.20M | 0.00% | −95−1.6% | Reduced |
| BancorpSouth Bank | 6,027 | $1.20M | 0.09% | +64+1.1% | Added |
| Private Client Services, LLC | 6,095 | $1.22M | 0.60% | +854+16.3% | Added |
| TD Waterhouse Canada Inc. | 6,099 | $1.22M | 0.01% | −8,170−57.3% | Reduced |
| Valley National Advisers Inc | 6,119 | $1.22M | 0.22% | −35−0.6% | Reduced |
| Wambolt & Associates, LLC | 6,103 | $1.22M | 0.42% | −138−2.2% | Reduced |
| Radnor Capital Management, LLC | 6,265 | $1.25M | 0.21% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 6,266 | $1.25M | 0.88% | +796+14.6% | Added |
| XTX Topco Ltd | 6,426 | $1.28M | 0.07% | +5,269+455.4% | Added |
| Legato Capital Management LLC | 6,453 | $1.29M | 0.17% | −10,204−61.3% | Reduced |
| DGS Capital Management, LLC | 6,493 | $1.30M | 0.34% | +143+2.3% | Added |
| 111 Capital | 6,535 | $1.31M | 0.25% | +6,535 | New |
| Captrust Financial Advisors | 6,625 | $1.32M | 0.00% | +564+9.3% | Added |
| James Investment Research Inc | 6,773 | $1.35M | 0.17% | 00.0% | Unchanged |