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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 3,882 | $775.0K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 3,773 | $753.5K | 0.13% | +2,208+141.1% | Added |
| TLWM | 3,771 | $753.1K | 0.15% | +199+5.6% | Added |
| Dynamic Advisor Solutions LLC | 3,728 | $744.5K | 0.02% | +586+18.7% | Added |
| Nisa Investment Advisors, LLC | 3,685 | $736.0K | 0.00% | −100−2.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,673 | $733.6K | 0.42% | +240+7.0% | Added |
| First National Bank of Hutchinson | 3,556 | $710.2K | 0.47% | +1,012+39.8% | Added |
| Isthmus Partners, LLC | 3,490 | $697.0K | 0.09% | −370−9.6% | Reduced |
| Ransom Advisory, Ltd | 3,450 | $689.0K | 0.34% | 00.0% | Unchanged |
| Inceptionr LLC | 3,400 | $679.0K | 0.20% | +20+0.6% | Added |
| Federated Hermes, Inc. | 3,352 | $669.5K | 0.00% | +425+14.5% | Added |
| Sanctuary Advisors, LLC | 3,310 | $661.1K | 0.00% | −380−10.3% | Reduced |
| Legend Financial Advisors, Inc. | 3,182 | $635.5K | 0.47% | +3,182 | New |
| HGK Asset Management Inc | 3,156 | $630.3K | 0.13% | −69−2.1% | Reduced |
| Zions Bancorporation, National Association | 3,150 | $629.1K | 0.04% | +3,150 | New |
| Banque Pictet & Cie SA | 3,124 | $623.9K | 0.01% | +3,124 | New |
| Baird Financial Group, Inc. | 3,082 | $615.5K | 0.00% | +879+39.9% | Added |
| Foster & Motley Inc | 3,067 | $613.0K | 0.04% | −1,229−28.6% | Reduced |
| Merit Financial Group, LLC | 3,057 | $610.6K | 0.01% | +2,183+249.8% | Added |
| O'Rourke & Company, Inc | 2,911 | $581.5K | 0.29% | −3−0.1% | Reduced |
| Entropy Technologies, LP | 2,908 | $580.8K | 0.06% | −1,992−40.7% | Reduced |
| Aviva PLC | 2,851 | $569.4K | 0.00% | +821+40.4% | Added |
| Pitcairn Co | 2,850 | $569.2K | 0.03% | +50+1.8% | Added |
| Coldstream Capital Management Inc | 2,806 | $560.4K | 0.01% | +27+1.0% | Added |
| Illinois Municipal Retirement Fund | 2,791 | $557.4K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,780 | $555.2K | 0.09% | +2,780 | New |
| Commonwealth Equity Services, LLC | 2,778 | $555.0K | 0.00% | +248+9.8% | Added |
| Blueshift Asset Management, LLC | 2,777 | $554.6K | 0.22% | +2,777 | New |
| Caitlin John, LLC | 2,759 | $551.1K | 0.54% | −3,937−58.8% | Reduced |
| Securian Asset Management, Inc | 2,752 | $549.6K | 0.02% | +100+3.8% | Added |
| TD Private Client Wealth LLC | 2,684 | $536.0K | 0.01% | +1,530+132.6% | Added |
| RSM US Wealth Management LLC | 2,671 | $533.5K | 0.01% | −83−3.0% | Reduced |
| Squarepoint Ops LLC | 2,655 | $530.3K | 0.00% | −16,058−85.8% | Reduced |
| Aviance Capital Partners, LLC | 2,628 | $524.9K | 0.07% | −25−0.9% | Reduced |
| Mercer Global Advisors Inc | 2,590 | $517.4K | 0.00% | +293+12.8% | Added |
| Bayesian Capital Management, LP | 2,563 | $511.9K | 0.08% | +2,563 | New |
| Crossmark Global Holdings, Inc. | 2,545 | $508.3K | 0.01% | −329−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,424 | $484.1K | 0.00% | −48−1.9% | Reduced |
| Vestcor Inc | 2,408 | $481.0K | 0.02% | −6,851−74.0% | Reduced |
| Unique Wealth Strategies, LLC | 2,387 | $476.7K | 0.22% | +2,387 | New |
| Yorktown Management & Research Co Inc | 2,375 | $474.3K | 0.52% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 2,355 | $470.3K | 0.05% | −80,349−97.2% | Reduced |
| United Services Automobile Association | 2,351 | $469.1K | 0.01% | +2,351 | New |
| Intrust Bank NA | 2,322 | $463.7K | 0.05% | −280−10.8% | Reduced |
| Equitable Holdings, Inc. | 2,298 | $459.0K | 0.00% | +2,298 | New |
| Toroso Investments, LLC | 2,285 | $456.4K | 0.00% | +2,285 | New |
| The PNC Financial Services Group, Inc. | 2,250 | $449.4K | 0.00% | +193+9.4% | Added |
| Daiwa Securities Group Inc. | 2,250 | $449.0K | 0.00% | +1,790+389.1% | Added |
| Argonautica Private Wealth Management, Inc | 2,238 | $447.0K | 0.15% | −122−5.2% | Reduced |
| Ethic Inc. | 2,225 | $446.0K | 0.01% | −1,378−38.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,160 | $431.0K | 0.00% | −668−23.6% | Reduced |
| Blair William & Co | 2,098 | $419.0K | 0.00% | +500+31.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,009 | $401.2K | 0.11% | +2,009 | New |
| Bayforest Capital Ltd | 2,005 | $400.4K | 0.17% | +2,005 | New |
| Voleon Capital Management LP | 2,004 | $400.2K | 0.03% | +2,004 | New |
| Caxton Associates LLP | 1,983 | $396.0K | 0.01% | +1,983 | New |
| Sterling Capital Management LLC | 1,971 | $393.6K | 0.01% | −154−7.2% | Reduced |
| Scientech Research LLC | 1,946 | $388.7K | 0.10% | +1,946 | New |
| Magnetar Financial LLC | 1,934 | $386.3K | 0.01% | −280−12.6% | Reduced |
| Diversify Wealth Management, LLC | 1,914 | $380.9K | 0.03% | −129−6.3% | Reduced |
| Utah Retirement Systems | 1,900 | $379.5K | 0.00% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 1,870 | $373.5K | 0.32% | +1,870 | New |
| 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 |
| Mount Yale Investment Advisors, LLC | 1,853 | $370.0K | 0.03% | +32+1.8% | Added |
| SG Americas Securities, LLC | 1,851 | $370.0K | 0.00% | +1,851 | New |
| Manchester Capital Management LLC | 1,851 | $369.7K | 0.05% | +274+17.4% | Added |
| CastleKnight Management LP | 1,800 | $359.5K | 0.04% | +1,800 | New |
| Commerce Bank | 1,797 | $358.9K | 0.00% | −3−0.2% | Reduced |
| Greenleaf Trust | 1,781 | $355.7K | 0.00% | −4−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 1,777 | $354.8K | 0.02% | −41−2.3% | Reduced |
| Quadrant Capital Group LLC | 1,748 | $349.1K | 0.01% | +1,152+193.3% | Added |
| 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 |
| Freestone Grove Partners LP | 1,693 | $338.1K | 0.00% | +1,693 | New |
| Qsemble Capital Management, LP | 1,681 | $335.7K | 0.04% | +137+8.9% | Added |
| Maryland State Retirement & Pension System | 1,676 | $334.7K | 0.01% | −373−18.2% | Reduced |
| Syon Capital LLC | 1,646 | $328.7K | 0.03% | +1,646 | New |
| KBC Group NV | 1,601 | $320.0K | 0.00% | +144+9.9% | Added |
| Mutual Advisors, LLC | 1,605 | $317.1K | 0.01% | −82−4.9% | Reduced |
| Vinva Investment Management Ltd | 995 | $315.8K | 0.01% | +995 | New |
| Tower Research Capital LLC (TRC) | 1,575 | $314.6K | 0.01% | −846−34.9% | Reduced |
| Summit Financial, LLC | 1,548 | $309.2K | 0.01% | +586+60.9% | Added |
| Journey Strategic Wealth LLC | 1,545 | $308.6K | 0.01% | +49+3.3% | Added |
| First Bank & Trust | 1,540 | $307.6K | 0.06% | −3−0.2% | Reduced |
| Headlands Technologies LLC | 1,533 | $306.2K | 0.03% | +101+7.1% | Added |
| M&T Bank Corp | 1,527 | $305.0K | 0.00% | −279−15.4% | Reduced |
| Cookson Peirce & Co Inc | 1,522 | $304.0K | 0.02% | −134,916−98.9% | Reduced |
| 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 |
| Gruss & Co., LLC | 1,500 | $299.6K | 1.31% | +1,500 | New |
| Keybank National Association | 1,500 | $299.6K | 0.00% | −708−32.1% | Reduced |
| R Squared Ltd | 1,496 | $298.8K | 0.32% | +766+104.9% | Added |
| Farringdon Capital, Ltd. | 1,456 | $290.8K | 0.15% | +657+82.2% | Added |
| EP Wealth Advisors, LLC | 1,453 | $290.2K | 0.00% | −93−6.0% | Reduced |
| Toronto Dominion Bank | 1,441 | $288.0K | 0.00% | −140−8.9% | Reduced |
| Oppenheimer Asset Management Inc. | 1,441 | $287.8K | 0.00% | +435+43.2% | Added |
| Bryn Mawr Trust Co | 1,439 | $287.4K | 0.01% | −462−24.3% | Reduced |
| Legacy Capital Group California, Inc. | 1,435 | $286.6K | 0.10% | +361+33.6% | Added |
| Buckingham Strategic Partners | 1,419 | $283.4K | 0.00% | +1,419 | New |