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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, Q2 2025

Institutional positions in Evercore Inc. as of Jun 30, 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
566
+18 vs. Q1 2025
Shares held
35.7M
+1.37M (+4.0%) vs. Q1 2025
Total value
$9.65B
+$2.79B (+40.8%) vs. Q1 2025
New holders
118
198 more added
Sold out
100
189 more reduced

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 566 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 heldQ2 2025: $9.65B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2025.

Institutions holding EVR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%+2New
Private Trust Co NA1$2700.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$2700.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1$2700.00%+1New
Atticus Wealth Management, LLC1$2710.00%+1New
Larson Financial Group LLC2$5400.00%−8−80.0%Reduced
Financial Management Professionals, Inc.2$5400.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$5400.00%+1+100.0%Added
WealthTrak Capital Management LLC2$5410.00%−5−71.4%Reduced
Raleigh Capital Management Inc.2$5420.00%+2New
Financial Network Wealth Advisors LLC3$8100.00%00.0%Unchanged
HFM Investment Advisors, LLC3$8100.00%+2+200.0%Added
AdvisorNet Financial, Inc3$8100.00%+3New
Crewe Advisors LLC3$8110.00%00.0%Unchanged
Stephens Consulting, LLC3$8110.00%+3New
Capital Advisors, Ltd. LLC2$1.00K0.00%+2New
Tortoise Investment Management, LLC4$1.08K0.00%+4New
Proathlete Wealth Management LLC4$1.08K0.00%+4New
Creekmur Asset Management LLC4$1.09K0.00%+4New
Cromwell Holdings LLC5$1.35K0.00%+5New
SJS Investment Consulting Inc.5$1.35K0.00%−3−37.5%Reduced
DiNuzzo Private Wealth, Inc.6$1.62K0.00%−1−14.3%Reduced
South State Corp.6$1.62K0.00%+1+20.0%Added
Bruce G. Allen Investments, LLC7$1.89K0.00%+1+16.7%Added
Principia Wealth Advisory, LLC7$1.89K0.00%+5+250.0%Added
Rothschild Investment LLC7$1.89K0.00%+6+600.0%Added
Hughes Financial Services, LLC7$2.10K0.00%−1−12.5%Reduced
Creative Financial Designs Inc8$2.16K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$2.16K0.00%00.0%Unchanged
Bogart Wealth, LLC9$2.43K0.00%+3+50.0%Added
WPG Advisers, LLC10$2.70K0.00%−18−64.3%Reduced
Sound Income Strategies, LLC10$2.70K0.00%00.0%Unchanged
HighMark Wealth Management LLC10$2.70K0.00%00.0%Unchanged
Rialto Wealth Management, LLC10$2.70K0.00%+4+66.7%Added
Motco9$2.71K0.00%+9New
Atlantic Trust, LLC11$2.97K0.00%+11New
Atlas Capital Advisors LLC12$3.24K0.00%−13−52.0%Reduced
Bellevue Asset Management, LLC14$3.78K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC14$3.78K0.00%00.0%Unchanged
Activest Wealth Management17$4.59K0.00%+17New
UMA Financial Services, Inc.18$4.86K0.00%+9+100.0%Added
Kestra Investment Management, LLC21$5.67K0.00%+21New
Prestige Wealth Management Group LLC21$5.67K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC22$5.94K0.00%00.0%Unchanged
Decker Retirement Planning Inc.25$6.75K0.00%+25New
Ameritas Advisory Services, LLC25$6.76K0.00%+25New
Scarborough Advisors, LLC26$7.02K0.00%+26New
JFS Wealth Advisors, LLC29$7.83K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc29$7.83K0.00%+3+11.5%Added
BFSG, LLC32$8.64K0.00%00.0%Unchanged
Private Wealth Management Group, LLC32$8.64K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC32$8.64K0.01%00.0%Unchanged
Capital A Wealth Management, LLC59$10.1K0.11%+51+637.5%Added
NewSquare Capital LLC38$10.3K0.00%−16−29.6%Reduced
Geneos Wealth Management Inc.38$10.3K0.00%−15−28.3%Reduced
Whipplewood Advisors, LLC38$10.3K0.01%+33+660.0%Added
Bartlett & Co. Wealth Management LLC40$10.8K0.00%00.0%Unchanged
Harbour Investments, Inc.41$11.1K0.00%+8+24.2%Added
GHP Investment Advisors, Inc.45$12.2K0.00%00.0%Unchanged
Hemington Wealth Management51$13.0K0.00%+7+15.9%Added
CoreCap Advisors, LLC49$13.2K0.00%−49−50.0%Reduced
Manchester Capital Management LLC50$13.5K0.00%−1,801−97.3%Reduced
Tradewinds Capital Management, LLC55$14.9K0.00%00.0%Unchanged
GWM Advisors LLC60$16.3K0.00%−290−82.9%Reduced
Fortitude Family Office, LLC61$16.5K0.01%+61New
CVA Family Office, LLC62$16.7K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.67$18.1K0.02%+67New
Twin Peaks Wealth Advisors, LLC60$18.5K0.01%+60New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.69$18.6K0.00%00.0%Unchanged
Salem Investment Counselors Inc75$20.3K0.00%00.0%Unchanged
Rise Advisors, LLC84$22.8K0.01%00.0%Unchanged
Hurley Capital, LLC86$23.3K0.02%00.0%Unchanged
True Wealth Design, LLC92$24.8K0.01%+72+360.0%Added
Opal Wealth Advisors, LLC99$26.7K0.01%+99New
Danske Bank A/S100$27.0K0.00%+100New
GeoWealth Management, LLC104$28.1K0.00%−353−77.2%Reduced
Principal Securities, Inc.111$30.0K0.00%+20+22.0%Added
Smartleaf Asset Management LLC112$30.1K0.00%−72−39.1%Reduced
Tidemark, LLC113$30.5K0.01%+88+352.0%Added
NBC Securities, Inc.118$31.0K0.00%−12−9.2%Reduced
Optiver Holding B.V.115$31.1K0.00%+3+2.7%Added
Covestor Ltd118$32.0K0.02%+67+131.4%Added
Osterweis Capital Management Inc120$32.4K0.00%+120New
Bell Investment Advisors, Inc120$32.4K0.01%+7+6.2%Added
Global Retirement Partners, LLC123$33.2K0.00%+123New
Addison Advisors LLC124$33.5K0.01%+68+121.4%Added
Hantz Financial Services, Inc.126$34.0K0.00%+124+6,200.0%Added
LRI Investments, LLC129$34.9K0.00%00.0%Unchanged
Key Financial Inc152$41.0K0.01%00.0%Unchanged
Maseco LLP159$43.0K0.00%+159New
Assetmark, Inc166$44.8K0.00%−36−17.8%Reduced
West Oak Capital, LLC175$47.3K0.02%00.0%Unchanged
Bessemer Group Inc176$48.0K0.00%+77+77.8%Added
Piscataqua Savings Bank180$48.6K0.04%00.0%Unchanged
SRS Capital Advisors, Inc.189$51.0K0.00%+16+9.2%Added
Mount Yale Investment Advisors, LLC204$55.0K0.00%−1,649−89.0%Reduced
Steward Partners Investment Advisory, LLC209$56.6K0.00%+127+154.9%Added
Signaturefd, LLC215$58.1K0.00%−19−8.1%Reduced
Nomura Asset Management Co Ltd220$59.4K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.226$61.0K0.00%+226New