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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 227 | $61.3K | 0.00% | −352−60.8% | Reduced |
| Quarry LP | 231 | $62.4K | 0.01% | +201+670.0% | Added |
| Clearstead Advisors, LLC | 237 | $64.0K | 0.00% | −112−32.1% | Reduced |
| WealthCollab, LLC | 238 | $64.3K | 0.04% | +70+41.7% | Added |
| Massmutual Trust Co FSB | 243 | $65.6K | 0.00% | +2+0.8% | Added |
| Westpac Banking Corp | 245 | $66.2K | 0.00% | +245 | New |
| MAI Capital Management | 255 | $68.9K | 0.00% | +159+165.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 270 | $73.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 282 | $76.1K | 0.00% | −168−37.3% | Reduced |
| Umb Bank N A | 398 | $107.5K | 0.00% | +10+2.6% | Added |
| CIBC Private Wealth Group, LLC | 399 | $107.7K | 0.00% | +22+5.8% | Added |
| Huntington National Bank | 408 | $110.2K | 0.00% | +206+102.0% | Added |
| Allworth Financial LP | 449 | $121.2K | 0.00% | +206+84.8% | Added |
| Versant Capital Management, Inc | 539 | $145.5K | 0.02% | +209+63.3% | Added |
| Erste Asset Management GmbH | 600 | $161.3K | 0.00% | +600 | New |
| Parkside Financial Bank & Trust | 666 | $179.8K | 0.02% | +168+33.7% | Added |
| Arlington Trust Co LLC | 699 | $188.7K | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 710 | $191.7K | 0.02% | −40−5.3% | Reduced |
| Quest Partners LLC | 711 | $192.0K | 0.02% | −7,727−91.6% | Reduced |
| Dakota Wealth Management | 758 | $204.7K | 0.00% | +758 | New |
| Joel Isaacson & Co., LLC | 758 | $204.7K | 0.01% | +758 | New |
| Transcend Wealth Collective, LLC | 767 | $207.1K | 0.02% | +767 | New |
| Skopos Labs, Inc. | 776 | $209.5K | 0.03% | +34+4.6% | Added |
| TD Private Client Wealth LLC | 780 | $210.6K | 0.01% | −1,904−70.9% | Reduced |
| National Bank of Canada | 784 | $211.7K | 0.00% | −89,343−99.1% | Reduced |
| Ingalls & Snyder LLC | 789 | $213.0K | 0.01% | +789 | New |
| Keebeck Alpha, LP | 791 | $213.6K | 0.35% | +791 | New |
| Jefferies Financial Group Inc. | 796 | $214.9K | 0.00% | −34,355−97.7% | Reduced |
| Wealthstream Advisors, Inc. | 796 | $214.9K | 0.04% | +796 | New |
| Whittier Trust Co | 797 | $215.2K | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 800 | $216.0K | 0.00% | +800 | New |
| Planned Solutions, Inc. | 800 | $216.0K | 0.08% | +800 | New |
| Jones Financial Companies LLLP | 804 | $216.3K | 0.00% | −263−24.6% | Reduced |
| Wetherby Asset Management Inc | 808 | $218.2K | 0.01% | +808 | New |
| TownSquare Capital, LLC | 811 | $219.0K | 0.02% | −3,870−82.7% | Reduced |
| Ausbil Investment Management Ltd | 824 | $222.5K | 0.13% | 00.0% | Unchanged |
| IFP Advisors, Inc | 824 | $223.2K | 0.01% | −42−4.8% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 827 | $223.3K | 0.07% | +827 | New |
| Oppenheimer & Co Inc | 833 | $224.9K | 0.00% | +833 | New |
| Profund Advisors LLC | 833 | $224.9K | 0.01% | +833 | New |
| Retirement Guys Formula LLC | 847 | $228.6K | 0.09% | +847 | New |
| Investment House LLC | 850 | $229.5K | 0.01% | +850 | New |
| Meiji Yasuda Asset Management Co Ltd. | 862 | $232.8K | 0.01% | +862 | New |
| Matauro, LLC | 876 | $236.5K | 0.04% | +876 | New |
| Kendall Capital Management | 880 | $237.6K | 0.06% | +880 | New |
| Everence Capital Management Inc | 880 | $238.0K | 0.02% | +880 | New |
| Prelude Capital Management, LLC | 892 | $240.9K | 0.02% | +892 | New |
| Atomi Financial Group, Inc. | 898 | $242.5K | 0.01% | +898 | New |
| GAMMA Investing LLC | 908 | $245.2K | 0.02% | +197+27.7% | Added |
| Valeo Financial Advisors, LLC | 920 | $248.4K | 0.01% | +920 | New |
| Forum Financial Management, LP | 926 | $250.0K | 0.00% | +926 | New |
| Clear Street Markets LLC | 927 | $250.3K | 0.09% | +926+92,600.0% | Added |
| Swiss Life Asset Management Ltd | 934 | $252.2K | 0.00% | +934 | New |
| Wedmont Private Capital | 860 | $252.3K | 0.01% | +860 | New |
| Sagespring Wealth Partners, LLC | 942 | $254.3K | 0.01% | +942 | New |
| Whalen Wealth Management Inc. | 951 | $256.8K | 0.16% | +951 | New |
| Cookson Peirce & Co Inc | 975 | $263.3K | 0.01% | −547−35.9% | Reduced |
| Park Avenue Securities LLC | 976 | $264.0K | 0.00% | +976 | New |
| Narus Financial Partners, LLC | 979 | $264.4K | 0.08% | +979 | New |
| NorthRock Partners, LLC | 980 | $264.6K | 0.01% | +980 | New |
| Wealthspire Advisors, LLC | 980 | $264.6K | 0.00% | +980 | New |
| Inceptionr LLC | 983 | $265.4K | 0.06% | −2,417−71.1% | Reduced |
| KBC Group NV | 985 | $266.0K | 0.00% | −616−38.5% | Reduced |
| Ronald Blue Trust, Inc. | 992 | $267.9K | 0.00% | −321−24.4% | Reduced |
| Moody Aldrich Partners LLC | 992 | $267.9K | 0.05% | −21−2.1% | Reduced |
| Courier Capital LLC | 1,000 | $270.0K | 0.02% | +1,000 | New |
| Heritage Wealth Management, Inc. | 1,000 | $270.0K | 0.09% | +1,000 | New |
| Ritholtz Wealth Management | 1,018 | $274.8K | 0.01% | −95−8.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,030 | $278.1K | 0.03% | −150−12.7% | Reduced |
| Evoke Wealth, LLC | 1,035 | $279.5K | 0.01% | +1,035 | New |
| Gateway Investment Advisers LLC | 1,050 | $283.5K | 0.00% | −40−3.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,060 | $286.2K | 0.03% | +1,060 | New |
| Norden Group LLC | 1,061 | $286.5K | 0.03% | −220−17.2% | Reduced |
| Shell Asset Management Co | 1,069 | $289.0K | 0.01% | −213−16.6% | Reduced |
| Camden Capital, LLC | 1,099 | $296.7K | 0.03% | +1,099 | New |
| Stephens Inc | 1,118 | $301.9K | 0.00% | +1,118 | New |
| Hilltop Holdings Inc. | 1,130 | $305.2K | 0.02% | +1,130 | New |
| Sherbrooke Park Advisers LLC | 1,132 | $305.7K | 0.13% | −384−25.3% | Reduced |
| Sivia Capital Partners, LLC | 1,138 | $307.3K | 0.10% | +1,138 | New |
| Pekin Hardy Strauss, Inc. | 1,150 | $310.5K | 0.04% | −20−1.7% | Reduced |
| Optas, LLC | 1,154 | $311.6K | 0.06% | +1,154 | New |
| CIBC Asset Management Inc | 1,193 | $322.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,194 | $322.4K | 0.01% | +125+11.7% | Added |
| Portside Wealth Group, LLC | 1,200 | $324.0K | 0.05% | +1,200 | New |
| Insight Wealth Partners, LLC | 1,223 | $330.2K | 0.18% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,228 | $331.6K | 0.01% | +3+0.2% | Added |
| Fielder Capital Group LLC | 1,232 | $332.7K | 0.09% | +57+4.9% | Added |
| Chicago Partners Investment Group LLC | 1,126 | $337.9K | 0.01% | +1,126 | New |
| Ci Investments Inc. | 1,258 | $340.0K | 0.00% | −56−4.3% | Reduced |
| Shelton Capital Management | 1,268 | $342.4K | 0.01% | −41−3.1% | Reduced |
| Ethic Inc. | 1,323 | $355.8K | 0.01% | −902−40.5% | Reduced |
| Parallel Advisors, LLC | 1,328 | $358.7K | 0.01% | −19−1.4% | Reduced |
| Denali Advisors LLC | 1,331 | $359.4K | 0.04% | −8,967−87.1% | Reduced |
| Bryn Mawr Trust Co | 1,347 | $363.7K | 0.01% | −92−6.4% | Reduced |
| HB Wealth Management, LLC | 1,361 | $367.5K | 0.00% | −155−10.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,373 | $371.0K | 0.00% | −787−36.4% | Reduced |
| NewEdge Wealth, LLC | 1,264 | $376.5K | 0.01% | −152−10.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,400 | $378.0K | 0.13% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,405 | $379.3K | 0.08% | +149+11.9% | Added |
| Foster & Motley Inc | 1,418 | $383.0K | 0.02% | −1,649−53.8% | Reduced |