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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
Whipplewood Advisors, LLC5$7.59K0.00%−33−86.8%Reduced
Mather Group, LLC.34$6.79K0.00%00.0%Unchanged
Harbour Investments, Inc.33$6.59K0.00%00.0%Unchanged
BFSG, LLC32$6.39K0.00%00.0%Unchanged
Private Wealth Management Group, LLC32$6.39K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC32$6.39K0.00%+32New
Quarry LP30$5.99K0.00%−137−82.0%Reduced
JFS Wealth Advisors, LLC29$5.79K0.00%00.0%Unchanged
WPG Advisers, LLC28$5.59K0.01%−6−17.6%Reduced
Farmers & Merchants Investments Inc26$5.19K0.00%+10+62.5%Added
Atlas Capital Advisors LLC25$4.99K0.00%+13+108.3%Added
Tidemark, LLC25$4.99K0.00%+25New
Gen-Wealth Partners Inc24$4.79K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC22$4.39K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC21$4.20K0.00%00.0%Unchanged
True Wealth Design, LLC20$4.00K0.00%−133−86.9%Reduced
Altshuler Shaham Ltd17$3.40K0.00%+3+21.4%Added
Moisand Fitzgerald Tamayo, LLC14$2.80K0.00%00.0%Unchanged
Bellevue Asset Management, LLC14$2.80K0.00%00.0%Unchanged
Sound Income Strategies, LLC10$2.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC10$2.00K0.00%00.0%Unchanged
Larson Financial Group LLC10$2.00K0.00%+10New
UMA Financial Services, Inc.9$1.80K0.00%+9New
Hughes Financial Services, LLC8$1.60K0.00%+8New
SJS Investment Consulting Inc.8$1.60K0.00%−1−11.1%Reduced
Quest 10 Wealth Builders, Inc.8$1.60K0.00%00.0%Unchanged
Capital A Wealth Management, LLC8$1.60K0.00%+6+300.0%Added
Creative Financial Designs Inc8$1.60K0.00%+8New
DiNuzzo Private Wealth, Inc.7$1.40K0.00%−1−12.5%Reduced
WealthTrak Capital Management LLC7$1.40K0.00%+6+600.0%Added
Rialto Wealth Management, LLC6$1.20K0.00%+6New
Bogart Wealth, LLC6$1.20K0.00%−6−50.0%Reduced
Bruce G. Allen Investments, LLC6$1.20K0.00%+3+100.0%Added
South State Corp.5$9990.00%+5New
Sachetta, LLC4$7990.00%00.0%Unchanged
Crewe Advisors LLC3$6000.00%+1+50.0%Added
American Capital Advisory, LLC3$6000.00%+3New
Financial Network Wealth Advisors LLC3$5990.00%+3New
HHM Wealth Advisors, LLC2$4000.00%00.0%Unchanged
Financial Management Professionals, Inc.2$3990.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$3790.00%+2New
Private Trust Co NA1$2000.00%−659−99.8%Reduced
Rothschild Investment LLC1$2000.00%−1−50.0%Reduced
TFC Financial Management1$2000.00%00.0%Unchanged
PSI Advisors, LLC1$2000.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$2000.00%00.0%Unchanged
Clear Street Markets LLC1$2000.00%+1New
MV Capital Management, Inc.1$2000.00%+1New
HFM Investment Advisors, LLC1$2000.00%+1New
Bay Harbor Wealth Management, LLC1$1990.00%+1New
Hantz Financial Services, Inc.2$00.00%+2New
Proequities, Inc.0$00.00%−2,569−100.0%Sold out
Artemis Investment Management LLP0$00.00%−116,229−100.0%Sold out
Broad Bay Capital Management, LP0$00.00%−86,000−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−62,797−100.0%Sold out
Rheos Capital Works Inc.0$00.00%−43,000−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−41,601−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−26,176−100.0%Sold out
Empowered Funds, LLC0$00.00%−21,906−100.0%Sold out
1832 Asset Management L.P.0$00.00%−18,565−100.0%Sold out
EAM Global Investors LLC0$00.00%−18,292−100.0%Sold out
Fred Alger Management, LLC0$00.00%−18,090−100.0%Sold out
Monument Capital Management0$00.00%−16,724−100.0%Sold out
EAM Investors, LLC0$00.00%−16,664−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−15,220−100.0%Sold out
Tribune Investment Group LP0$00.00%−15,000−100.0%Sold out
Credit Agricole S A0$00.00%−14,946−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−12,850−100.0%Sold out
FJ Capital Management LLC0$00.00%−10,928−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−8,019−100.0%Sold out
Axiom Investors LLC0$00.00%−8,009−100.0%Sold out
Interval Partners, LP0$00.00%−7,963−100.0%Sold out
Central Asset Investments & Management Holdings (HK) Ltd0$00.00%−6,035−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−5,791−100.0%Sold out
Natixis0$00.00%−5,754−100.0%Sold out
First Hawaiian Bank0$00.00%−5,394−100.0%Sold out
Nomura Holdings Inc0$00.00%−4,698−100.0%Sold out
We Are One Seven, LLC0$00.00%−4,414−100.0%Sold out
Asset Management One Co.,Ltd.0$00.00%−4,041−100.0%Sold out
Calamos Advisors LLC0$00.00%−3,285−100.0%Sold out
CIBC World Markets Inc.0$00.00%−3,096−100.0%Sold out
Private Advisory Group LLC0$00.00%−3,039−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−2,645−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,754−100.0%Sold out
Versor Investments LP0$00.00%−1,737−100.0%Sold out
Maxi Investments CY Ltd0$00.00%−1,692−100.0%Sold out
Weiss Asset Management LP0$00.00%−1,523−100.0%Sold out
Callan Family Office, LLC0$00.00%−1,435−100.0%Sold out
New Century Financial Group, LLC0$00.00%−1,400−100.0%Sold out
Oak Thistle LLC0$00.00%−1,366−100.0%Sold out
Wiley Bros.-Aintree Capital, LLC0$00.00%−1,287−100.0%Sold out
Oxford Asset Management LLP0$00.00%−1,304−100.0%Sold out
Trust Point Inc.0$00.00%−1,255−100.0%Sold out
Anb Bank0$00.00%−1,191−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−1,120−100.0%Sold out
Savant Capital, LLC0$00.00%−1,082−100.0%Sold out
Kendall Capital Management0$00.00%−1,080−100.0%Sold out
Axq Capital, LP0$00.00%−1,019−100.0%Sold out
Courier Capital LLC0$00.00%−1,000−100.0%Sold out
Heritage Wealth Management, Inc.0$00.00%−1,000−100.0%Sold out