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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.

Institutional holdersQ1 2025: 551 institutions
Q1 2021: 411 institutionsQ2 2021: 429 institutionsQ3 2021: 426 institutionsQ4 2021: 439 institutionsQ1 2022: 406 institutionsQ2 2022: 382 institutionsQ3 2022: 369 institutionsQ4 2022: 395 institutionsQ1 2023: 421 institutionsQ2 2023: 400 institutionsQ3 2023: 398 institutionsQ4 2023: 437 institutionsQ1 2024: 474 institutionsQ2 2024: 471 institutionsQ3 2024: 514 institutionsQ4 2024: 584 institutionsQ1 2025: 551 institutionsQ2 2025: 566 institutionsQ3 2025: 629 institutionsQ4 2025: 636 institutionsQ1 2026: 657 institutionsQ2 2026: 714 institutions
Value heldQ1 2025: $6.87B
Q1 2021: $4.93BQ2 2021: $5.03BQ3 2021: $4.64BQ4 2021: $4.67BQ1 2022: $3.78BQ2 2022: $2.98BQ3 2022: $2.66BQ4 2022: $3.58BQ1 2023: $3.75BQ2 2023: $4.14BQ3 2023: $4.59BQ4 2023: $5.70BQ1 2024: $6.47BQ2 2024: $7.04BQ3 2024: $8.41BQ4 2024: $9.23BQ1 2025: $6.87BQ2 2025: $9.65BQ3 2025: $11.7BQ4 2025: $11.9BQ1 2026: $10.5BQ2 2026: $12.2B
Institutions holding EVR and their total value by quarter
QuarterHoldersValue
Q2 2026714$12.2B
Q1 2026657$10.5B
Q4 2025636$11.9B
Q3 2025629$11.7B
Q2 2025566$9.65B
Q1 2025551$6.87B
Q4 2024584$9.23B
Q3 2024514$8.41B
Q2 2024471$7.04B
Q1 2024474$6.47B
Q4 2023437$5.70B
Q3 2023398$4.59B
Q2 2023400$4.14B
Q1 2023421$3.75B
Q4 2022395$3.58B
Q3 2022369$2.66B
Q2 2022382$2.98B
Q1 2022406$3.78B
Q4 2021439$4.67B
Q3 2021426$4.64B
Q2 2021429$5.03B
Q1 2021411$4.93B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2024.

Institutions holding EVR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Narus Financial Partners, LLC0$00.00%−999−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−995−100.0%Sold out
Metis Global Partners, LLC0$00.00%−985−100.0%Sold out
Crestline Management, LP0$00.00%−970−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−963−100.0%Sold out
Park Avenue Securities LLC0$00.00%−959−100.0%Sold out
Stevens Capital Management LP0$00.00%−956−100.0%Sold out
Keyvantage Wealth, LLC0$00.00%−956−100.0%Sold out
Wealthstream Advisors, Inc.0$00.00%−945−100.0%Sold out
Everence Capital Management Inc0$00.00%−940−100.0%Sold out
Portside Wealth Group, LLC0$00.00%−935−100.0%Sold out
Forum Financial Management, LP0$00.00%−922−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−920−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−919−100.0%Sold out
Moody National Bank Trust Division0$00.00%−908−100.0%Sold out
Camden Capital, LLC0$00.00%−904−100.0%Sold out
Atomi Financial Group, Inc.0$00.00%−898−100.0%Sold out
NDVR, Inc.0$00.00%−893−100.0%Sold out
Profund Advisors LLC0$00.00%−879−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−870−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−866−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−864−100.0%Sold out
Investment House LLC0$00.00%−850−100.0%Sold out
Ellevest, Inc.0$00.00%−846−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−833−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−808−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−800−100.0%Sold out
Planned Solutions, Inc.0$00.00%−800−100.0%Sold out
Ingalls & Snyder LLC0$00.00%−797−100.0%Sold out
Vicus Capital0$00.00%−759−100.0%Sold out
Retirement Guys Formula LLC0$00.00%−753−100.0%Sold out
Joel Isaacson & Co., LLC0$00.00%−752−100.0%Sold out
QRG Capital Management, Inc.0$00.00%−740−100.0%Sold out
Elevated Capital Advisors, LLC0$00.00%−738−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−725−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−631−100.0%Sold out
Gordian Capital Singapore Pte Ltd0$00.00%−600−100.0%Sold out
Twin Tree Management, LP0$00.00%−579−100.0%Sold out
Core Alternative Capital0$00.00%−315−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−281−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−159−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−122−100.0%Sold out
Smithfield Trust Co0$00.00%−97−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−85−100.0%Sold out
Colonial Trust Co0$00.00%−84−100.0%Sold out
Fedenia Advisers LLC0$00.00%−84−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−79−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−57−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−31−100.0%Sold out
Continuum Advisory, LLC0$00.00%−23−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−15−100.0%Sold out
Horizon Investments, LLC0$00.00%−7−100.0%Sold out
Concord Wealth Partners0$00.00%−7−100.0%Sold out
New Millennium Group LLC0$00.00%−2−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Zions Bancorporation, N.A.––––Not filed
Swedbank AB––––Not filed
Chiron Investment Management, LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Global Retirement Partners, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed