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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 1,429 | $385.7K | 0.00% | −7,064−83.2% | Reduced |
| Readystate Asset Management LP | 1,429 | $385.9K | 0.02% | +1,429 | New |
| Quadrant Capital Group LLC | 1,432 | $386.7K | 0.01% | −316−18.1% | Reduced |
| Kera Capital Partners, Inc. | 1,438 | $388.3K | 0.08% | +1,438 | New |
| Callan Family Office, LLC | 1,441 | $389.1K | 0.01% | +1,441 | New |
| EP Wealth Advisors, LLC | 1,442 | $389.4K | 0.00% | −11−0.8% | Reduced |
| Toronto Dominion Bank | 1,453 | $393.0K | 0.00% | +12+0.8% | Added |
| Alamea Verwaltungs GmbH | 1,481 | $399.9K | 0.30% | −389−20.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,483 | $400.5K | 0.02% | +729+96.7% | Added |
| Great Lakes Advisors, LLC | 1,505 | $406.4K | 0.00% | −84,204−98.2% | Reduced |
| Dorsey Wright & Associates | 1,534 | $414.0K | 0.10% | −33,393−95.6% | Reduced |
| First Bank & Trust | 1,549 | $418.3K | 0.07% | +9+0.6% | Added |
| Oppenheimer Asset Management Inc. | 1,553 | $419.3K | 0.00% | +112+7.8% | Added |
| Savvy Advisors, Inc. | 1,560 | $421.3K | 0.03% | +392+33.6% | Added |
| DRW Securities, LLC | 1,583 | $427.4K | 0.03% | +1,583 | New |
| Maryland State Retirement & Pension System | 1,676 | $452.6K | 0.01% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 1,688 | $455.8K | 0.14% | −2,513−59.8% | Reduced |
| Hamilton Capital Partners Inc. | 1,690 | $456.3K | 0.02% | +419+33.0% | Added |
| Northwest & Ethical Investments L.P. | 1,700 | $457.8K | 0.01% | +1,700 | New |
| M&T Bank Corp | 1,705 | $460.4K | 0.00% | +178+11.7% | Added |
| Evercore Wealth Management, LLC | 1,720 | $464.4K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 1,727 | $466.3K | 0.00% | −54−3.0% | Reduced |
| Fox Run Management, L.L.C. | 1,741 | $470.1K | 0.08% | −1,039−37.4% | Reduced |
| Cetera Trust Company, N.A | 1,820 | $491.4K | 0.29% | +100+5.8% | Added |
| Avantax Advisory Services, Inc. | 1,842 | $497.5K | 0.00% | +1,842 | New |
| Hardy Reed LLC | 1,854 | $500.6K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 1,863 | $503.0K | 0.00% | +66+3.7% | Added |
| Argonautica Private Wealth Management, Inc | 1,935 | $522.5K | 0.17% | −303−13.5% | Reduced |
| Utah Retirement Systems | 1,948 | $526.0K | 0.01% | +48+2.5% | Added |
| Aviva PLC | 1,958 | $528.7K | 0.00% | −893−31.3% | Reduced |
| PDT Partners, LLC | 2,000 | $540.0K | 0.03% | +2,000 | New |
| Diversify Wealth Management, LLC | 1,787 | $550.1K | 0.03% | −127−6.6% | Reduced |
| State of Wyoming | 2,116 | $571.4K | 0.07% | +1,585+298.5% | Added |
| Keybank National Association | 2,134 | $576.2K | 0.00% | +634+42.3% | Added |
| AE Wealth Management LLC | 2,133 | $576.5K | 0.00% | −61,735−96.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,142 | $578.3K | 0.03% | +365+20.5% | Added |
| Summit Financial, LLC | 2,151 | $580.9K | 0.01% | +603+39.0% | Added |
| Pinebridge Investments, L.P. | 2,169 | $585.7K | 0.00% | −37,179−94.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,220 | $599.4K | 0.01% | −325−12.8% | Reduced |
| Journey Strategic Wealth LLC | 2,227 | $601.3K | 0.02% | +682+44.1% | Added |
| Buckingham Strategic Partners | 2,308 | $623.2K | 0.01% | +889+62.6% | Added |
| Equitable Holdings, Inc. | 2,332 | $629.7K | 0.01% | +34+1.5% | Added |
| Nicholas Investment Partners, LP | 2,355 | $635.9K | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,366 | $638.9K | 0.02% | +2,366 | New |
| Aviance Capital Partners, LLC | 2,368 | $639.4K | 0.08% | −260−9.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,417 | $649.6K | 0.00% | −7−0.3% | Reduced |
| Vestcor Inc | 2,408 | $650.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 2,413 | $651.6K | 0.04% | −437−15.3% | Reduced |
| Tudor Investment Corp Et Al | 2,463 | $665.1K | 0.01% | −168,386−98.6% | Reduced |
| Vident Advisory, LLC | 2,541 | $686.1K | 0.01% | −2,333−47.9% | Reduced |
| SG Americas Securities, LLC | 2,551 | $689.0K | 0.00% | +700+37.8% | Added |
| Toroso Investments, LLC | 2,595 | $700.7K | 0.00% | +310+13.6% | Added |
| RSM US Wealth Management LLC | 2,621 | $707.7K | 0.01% | −50−1.9% | Reduced |
| Simplex Trading, LLC | 2,641 | $713.0K | 0.02% | +2,222+530.3% | Added |
| Two Sigma Securities, LLC | 2,660 | $718.3K | 0.09% | +2,660 | New |
| BOK Financial Private Wealth, Inc. | 2,725 | $735.8K | 0.05% | +871+47.0% | Added |
| Sterling Capital Management LLC | 2,726 | $736.1K | 0.01% | +755+38.3% | Added |
| Securian Asset Management, Inc | 2,752 | $743.1K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,761 | $746.0K | 0.00% | −2,352−46.0% | Reduced |
| Oxford Asset Management LLP | 2,780 | $750.7K | 0.25% | +2,780 | New |
| Coldstream Capital Management Inc | 2,840 | $766.9K | 0.01% | +34+1.2% | Added |
| Intrust Bank NA | 2,915 | $787.1K | 0.07% | +593+25.5% | Added |
| Banque Pictet & Cie SA | 2,928 | $790.6K | 0.01% | −196−6.3% | Reduced |
| O'Rourke & Company, Inc | 2,973 | $802.9K | 0.37% | +62+2.1% | Added |
| Swedbank AB | 3,000 | $810.1K | 0.00% | +3,000 | New |
| Zions Bancorporation, National Association | 3,048 | $823.0K | 0.04% | −102−3.2% | Reduced |
| Merit Financial Group, LLC | 3,083 | $832.5K | 0.01% | +26+0.9% | Added |
| Pacer Advisors, Inc. | 3,145 | $849.2K | 0.00% | +3,145 | New |
| Jane Street Group, LLC | 3,180 | $858.7K | 0.00% | −51,326−94.2% | Reduced |
| Legend Financial Advisors, Inc. | 3,206 | $865.7K | 0.58% | +24+0.8% | Added |
| Tower Research Capital LLC (TRC) | 3,235 | $873.5K | 0.02% | +1,660+105.4% | Added |
| Sanctuary Advisors, LLC | 3,245 | $876.2K | 0.01% | −65−2.0% | Reduced |
| Summit Trail Advisors, LLC | 3,257 | $879.5K | 0.02% | +1,885+137.4% | Added |
| The PNC Financial Services Group, Inc. | 3,351 | $904.8K | 0.00% | +1,101+48.9% | Added |
| Federated Hermes, Inc. | 3,356 | $906.2K | 0.00% | +4+0.1% | Added |
| HGK Asset Management Inc | 3,362 | $907.8K | 0.16% | +206+6.5% | Added |
| Nisa Investment Advisors, LLC | 3,414 | $921.8K | 0.00% | −271−7.4% | Reduced |
| Commonwealth Equity Services, LLC | 3,422 | $924.0K | 0.00% | +644+23.2% | Added |
| BNP Paribas | 3,450 | $931.6K | 0.03% | −645−15.8% | Reduced |
| Ransom Advisory, Ltd | 3,450 | $931.6K | 0.44% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 3,465 | $935.6K | 0.11% | −25−0.7% | Reduced |
| Martingale Asset Management L P | 3,521 | $950.7K | 0.02% | +2,313+191.5% | Added |
| Harbor Capital Advisors, Inc. | 3,556 | $960.0K | 0.04% | +3,556 | New |
| Trivant Custom Portfolio Group, LLC | 3,606 | $973.7K | 0.53% | −67−1.8% | Reduced |
| Great Diamond Partners, LLC | 3,631 | $980.4K | 0.21% | −5,894−61.9% | Reduced |
| Baird Financial Group, Inc. | 3,666 | $989.9K | 0.00% | +584+18.9% | Added |
| Pier Capital, LLC | 3,685 | $995.0K | 0.15% | −88−2.3% | Reduced |
| Polar Asset Management Partners Inc. | 3,700 | $999.1K | 0.02% | +3,700 | New |
| MML Investors Services, LLC | 3,754 | $1.01M | 0.00% | −1,313−25.9% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $1.05M | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3,882 | $1.05M | 0.42% | +3,882 | New |
| Arrowstreet Capital, Limited Partnership | 3,904 | $1.05M | 0.00% | +3,904 | New |
| Allspring Global Investments Holdings, LLC | 3,846 | $1.06M | 0.00% | −2,121−35.5% | Reduced |
| Oak Thistle LLC | 3,967 | $1.07M | 0.16% | +3,967 | New |
| Dynamic Advisor Solutions LLC | 4,021 | $1.09M | 0.03% | +293+7.9% | Added |
| State of Alaska, Department of Revenue | 4,047 | $1.09M | 0.01% | −100−2.4% | Reduced |
| Freedom Day Solutions, LLC | 4,079 | $1.10M | 0.33% | −431−9.6% | Reduced |
| Xponance, Inc. | 4,105 | $1.11M | 0.01% | −33−0.8% | Reduced |
| Mercer Global Advisors Inc | 4,167 | $1.13M | 0.00% | +1,577+60.9% | Added |
| Landscape Capital Management, L.L.C. | 4,271 | $1.15M | 0.09% | +4,271 | New |