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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 1,416 | $282.8K | 0.01% | −418−22.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,400 | $279.6K | 0.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,372 | $274.0K | 0.01% | +319+30.3% | Added |
| Parallel Advisors, LLC | 1,347 | $269.1K | 0.01% | −81−5.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,313 | $262.2K | 0.00% | +213+19.4% | Added |
| Ci Investments Inc. | 1,314 | $262.0K | 0.00% | +126+10.6% | Added |
| Shelton Capital Management | 1,309 | $261.4K | 0.01% | −36−2.7% | Reduced |
| Burns Matteson Capital Management, LLC | 1,303 | $260.2K | 0.14% | +295+29.3% | Added |
| First Trust Advisors LP | 1,299 | $259.4K | 0.00% | −1,181−47.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,296 | $258.8K | 0.00% | −853−39.7% | Reduced |
| Strategy Asset Managers LLC | 1,294 | $258.4K | 0.05% | −38−2.9% | Reduced |
| Shell Asset Management Co | 1,282 | $256.0K | 0.01% | −55−4.1% | Reduced |
| Norden Group LLC | 1,281 | $255.8K | 0.03% | +516+67.5% | Added |
| Hamilton Capital Partners Inc. | 1,271 | $253.8K | 0.02% | −36−2.8% | Reduced |
| Net Worth Advisory Group | 1,256 | $250.8K | 0.08% | −33−2.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,225 | $244.7K | 0.01% | +3+0.2% | Added |
| Insight Wealth Partners, LLC | 1,223 | $244.3K | 0.15% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,208 | $241.3K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,193 | $238.3K | 0.00% | +20+1.7% | Added |
| Linden Thomas Advisory Services, LLC | 1,180 | $235.7K | 0.03% | +30+2.6% | Added |
| Fielder Capital Group LLC | 1,175 | $234.7K | 0.07% | +70+6.3% | Added |
| Pekin Hardy Strauss, Inc. | 1,170 | $233.7K | 0.03% | −175−13.0% | Reduced |
| Savvy Advisors, Inc. | 1,168 | $233.3K | 0.02% | +239+25.7% | Added |
| Ritholtz Wealth Management | 1,113 | $222.2K | 0.01% | −87−7.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,098 | $219.3K | 0.03% | +39+3.7% | Added |
| Gateway Investment Advisers LLC | 1,090 | $217.7K | 0.00% | +209+23.7% | Added |
| Teza Capital Management LLC | 1,083 | $216.3K | 0.10% | +109+11.2% | Added |
| MGB Wealth Management, LLC | 1,078 | $215.3K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,069 | $213.5K | 0.01% | +17+1.6% | Added |
| Jones Financial Companies LLLP | 1,067 | $212.8K | 0.00% | +163+18.0% | Added |
| Graham Capital Management, L.P. | 1,033 | $206.3K | 0.01% | +1,033 | New |
| Moody Aldrich Partners LLC | 1,013 | $202.3K | 0.04% | −1,484−59.4% | Reduced |
| IFP Advisors, Inc | 866 | $173.3K | 0.01% | +699+418.6% | Added |
| Ausbil Investment Management Ltd | 824 | $164.6K | 0.11% | −3,447−80.7% | Reduced |
| Whittier Trust Co | 797 | $159.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 754 | $150.6K | 0.01% | +42+5.9% | Added |
| Central Pacific Bank - Trust Division | 750 | $149.8K | 0.02% | +60+8.7% | Added |
| Skopos Labs, Inc. | 742 | $148.2K | 0.03% | +237+46.9% | Added |
| GAMMA Investing LLC | 711 | $142.0K | 0.01% | +92+14.9% | Added |
| Arlington Trust Co LLC | 699 | $139.6K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 615 | $122.8K | 0.06% | +358+139.3% | Added |
| Farther Finance Advisors, LLC | 579 | $116.1K | 0.00% | +110+23.5% | Added |
| State of Wyoming | 531 | $106.1K | 0.01% | +531 | New |
| Parkside Financial Bank & Trust | 498 | $99.5K | 0.01% | +267+115.6% | Added |
| GeoWealth Management, LLC | 457 | $91.3K | 0.00% | −55−10.7% | Reduced |
| First Horizon Advisors, Inc. | 450 | $89.9K | 0.00% | +137+43.8% | Added |
| Simplex Trading, LLC | 419 | $83.0K | 0.00% | +419 | New |
| Umb Bank N A | 388 | $77.5K | 0.00% | +161+70.9% | Added |
| GWM Advisors LLC | 350 | $69.8K | 0.00% | −798−69.5% | Reduced |
| Clearstead Advisors, LLC | 349 | $69.7K | 0.00% | +111+46.6% | Added |
| OP Asset Management Ltd | 349 | $69.7K | 0.00% | +349 | New |
| Versant Capital Management, Inc | 330 | $65.9K | 0.01% | +153+86.4% | Added |
| Private Wealth Asset Management, LLC | 315 | $62.9K | 0.01% | +315 | New |
| CIBC Private Wealth Group, LLC | 377 | $61.7K | 0.00% | +65+20.8% | Added |
| Boston Private Wealth LLC | 296 | $59.1K | 0.00% | +296 | New |
| Walleye Trading LLC | 277 | $55.3K | 0.00% | −585−67.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 270 | $54.0K | 0.00% | +270 | New |
| Allworth Financial LP | 243 | $48.2K | 0.00% | +20+9.0% | Added |
| Massmutual Trust Co FSB | 241 | $48.1K | 0.00% | +92+61.7% | Added |
| Group One Trading, L.P. | 236 | $47.1K | 0.00% | +142+151.1% | Added |
| Signaturefd, LLC | 234 | $46.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $43.9K | 0.00% | −7,064−97.0% | Reduced |
| Quent Capital, LLC | 210 | $42.0K | 0.00% | +81+62.8% | Added |
| Assetmark, Inc | 202 | $40.3K | 0.00% | +23+12.8% | Added |
| Huntington National Bank | 202 | $40.3K | 0.00% | +63+45.3% | Added |
| Lindbrook Capital, LLC | 196 | $39.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 184 | $36.7K | 0.00% | −27−12.8% | Reduced |
| Piscataqua Savings Bank | 180 | $35.9K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $35.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 173 | $34.6K | 0.00% | +153+765.0% | Added |
| WealthCollab, LLC | 168 | $33.6K | 0.02% | +35+26.3% | Added |
| Richards, Merrill & Peterson, Inc. | 167 | $33.4K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $30.4K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 144 | $28.8K | 0.02% | −268−65.0% | Reduced |
| LRI Investments, LLC | 129 | $25.8K | 0.00% | −9−6.5% | Reduced |
| Principal Securities, Inc. | 91 | $25.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 130 | $25.0K | 0.00% | +130 | New |
| Bell Investment Advisors, Inc | 113 | $22.6K | 0.00% | +3+2.7% | Added |
| Optiver Holding B.V. | 112 | $22.4K | 0.00% | +112 | New |
| Bessemer Group Inc | 99 | $20.0K | 0.00% | −34−25.6% | Reduced |
| CoreCap Advisors, LLC | 98 | $19.6K | 0.00% | +52+113.0% | Added |
| MAI Capital Management | 96 | $19.2K | 0.00% | −15−13.5% | Reduced |
| Contravisory Investment Management, Inc. | 93 | $18.6K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 86 | $17.1K | 0.01% | −770−90.0% | Reduced |
| Rise Advisors, LLC | 84 | $16.8K | 0.01% | −33−28.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 82 | $16.5K | 0.00% | −9,634−99.2% | Reduced |
| MCF Advisors LLC | 75 | $15.0K | 0.00% | −95−55.9% | Reduced |
| Salem Investment Counselors Inc | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69 | $13.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 62 | $12.4K | 0.00% | +7+12.7% | Added |
| Darwin Advisors, LLC | 42 | $11.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 56 | $11.2K | 0.00% | +39+229.4% | Added |
| Tradewinds Capital Management, LLC | 55 | $11.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 54 | $10.8K | 0.00% | +52+2,600.0% | Added |
| Geneos Wealth Management Inc. | 53 | $10.6K | 0.00% | +22+71.0% | Added |
| Global Financial Private Client, LLC | 51 | $10.2K | 0.00% | +4+8.5% | Added |
| Covestor Ltd | 51 | $10.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $8.99K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 44 | $8.00K | 0.00% | +2+4.8% | Added |
| Bartlett & Co. Wealth Management LLC | 40 | $7.99K | 0.00% | 00.0% | Unchanged |