Evercore Inc.

EVR

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0001360901

SEC filings (opens in a new tab)

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

Value heldQ2 2025: $9.65B

Institutions holding EVR and their total value by quarter
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.

Institutions holding EVR in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Wolverine Trading, LLC	0	$0	0.00%	−9,092−100.0%	Sold out
Itau Unibanco Holding S.A.	0	$0	0.00%	−7,500−100.0%	Sold out
111 Capital	0	$0	0.00%	−6,535−100.0%	Sold out
XTX Topco Ltd	0	$0	0.00%	−6,426−100.0%	Sold out
Private Client Services, LLC	0	$0	0.00%	−6,095−100.0%	Sold out
Gsa Capital Partners LLP	0	$0	0.00%	−5,911−100.0%	Sold out
Aigen Investment Management, LP	0	$0	0.00%	−4,949−100.0%	Sold out
Hanlon Investment Management, Inc.	0	$0	0.00%	−4,893−100.0%	Sold out
Acadian Asset Management LLC	0	$0	0.00%	−4,553−100.0%	Sold out
Dark Forest Capital Management LP	0	$0	0.00%	−4,392−100.0%	Sold out
FORA Capital, LLC	0	$0	0.00%	−4,037−100.0%	Sold out
TLWM	0	$0	0.00%	−3,771−100.0%	Sold out
First National Bank of Hutchinson	0	$0	0.00%	−3,556−100.0%	Sold out
Entropy Technologies, LP	0	$0	0.00%	−2,908−100.0%	Sold out
Blueshift Asset Management, LLC	0	$0	0.00%	−2,777−100.0%	Sold out
Caitlin John, LLC	0	$0	0.00%	−2,759−100.0%	Sold out
Squarepoint Ops LLC	0	$0	0.00%	−2,655−100.0%	Sold out
Bayesian Capital Management, LP	0	$0	0.00%	−2,563−100.0%	Sold out
Unique Wealth Strategies, LLC	0	$0	0.00%	−2,387−100.0%	Sold out
Yorktown Management & Research Co Inc	0	$0	0.00%	−2,375−100.0%	Sold out
United Services Automobile Association	0	$0	0.00%	−2,351−100.0%	Sold out
Daiwa Securities Group Inc.	0	$0	0.00%	−2,250−100.0%	Sold out
Point72 Asia (Singapore) Pte. Ltd.	0	$0	0.00%	−2,009−100.0%	Sold out
Bayforest Capital Ltd	0	$0	0.00%	−2,005−100.0%	Sold out
Voleon Capital Management LP	0	$0	0.00%	−2,004−100.0%	Sold out
Caxton Associates LLP	0	$0	0.00%	−1,983−100.0%	Sold out
Scientech Research LLC	0	$0	0.00%	−1,946−100.0%	Sold out
Magnetar Financial LLC	0	$0	0.00%	−1,934−100.0%	Sold out
Freestone Grove Partners LP	0	$0	0.00%	−1,693−100.0%	Sold out
Qsemble Capital Management, LP	0	$0	0.00%	−1,681−100.0%	Sold out
Mutual Advisors, LLC	0	$0	0.00%	−1,605−100.0%	Sold out
Vinva Investment Management Ltd	0	$0	0.00%	−995−100.0%	Sold out
Headlands Technologies LLC	0	$0	0.00%	−1,533−100.0%	Sold out
Gruss & Co., LLC	0	$0	0.00%	−1,500−100.0%	Sold out
R Squared Ltd	0	$0	0.00%	−1,496−100.0%	Sold out
Farringdon Capital, Ltd.	0	$0	0.00%	−1,456−100.0%	Sold out
Legacy Capital Group California, Inc.	0	$0	0.00%	−1,435−100.0%	Sold out
Burns Matteson Capital Management, LLC	0	$0	0.00%	−1,303−100.0%	Sold out
Envestnet Portfolio Solutions, Inc.	0	$0	0.00%	−1,296−100.0%	Sold out
Strategy Asset Managers LLC	0	$0	0.00%	−1,294−100.0%	Sold out
Pinnacle Wealth Planning Services, Inc.	0	$0	0.00%	−1,098−100.0%	Sold out
Teza Capital Management LLC	0	$0	0.00%	−1,083−100.0%	Sold out
MGB Wealth Management, LLC	0	$0	0.00%	−1,078−100.0%	Sold out
Graham Capital Management, L.P.	0	$0	0.00%	−1,033−100.0%	Sold out
Fourth Dimension Wealth, LLC	0	$0	0.00%	−615−100.0%	Sold out
OP Asset Management Ltd	0	$0	0.00%	−349−100.0%	Sold out
Private Wealth Asset Management, LLC	0	$0	0.00%	−315−100.0%	Sold out
Boston Private Wealth LLC	0	$0	0.00%	−296−100.0%	Sold out
Walleye Trading LLC	0	$0	0.00%	−277−100.0%	Sold out
Group One Trading, L.P.	0	$0	0.00%	−236−100.0%	Sold out
Quent Capital, LLC	0	$0	0.00%	−210−100.0%	Sold out
Richards, Merrill & Peterson, Inc.	0	$0	0.00%	−167−100.0%	Sold out
Caitong International Asset Management Co., Ltd	0	$0	0.00%	−144−100.0%	Sold out
Contravisory Investment Management, Inc.	0	$0	0.00%	−93−100.0%	Sold out
MCF Advisors LLC	0	$0	0.00%	−75−100.0%	Sold out
Darwin Advisors, LLC	0	$0	0.00%	−42−100.0%	Sold out
Global Financial Private Client, LLC	0	$0	0.00%	−51−100.0%	Sold out
Mather Group, LLC.	0	$0	0.00%	−34−100.0%	Sold out
Gen-Wealth Partners Inc	0	$0	0.00%	−24−100.0%	Sold out
Altshuler Shaham Ltd	0	$0	0.00%	−17−100.0%	Sold out
Sachetta, LLC	0	$0	0.00%	−4−100.0%	Sold out
American Capital Advisory, LLC	0	$0	0.00%	−3−100.0%	Sold out
HHM Wealth Advisors, LLC	0	$0	0.00%	−2−100.0%	Sold out
MV Capital Management, Inc.	0	$0	0.00%	−1−100.0%	Sold out
PSI Advisors, LLC	0	$0	0.00%	−1−100.0%	Sold out
TFC Financial Management	0	$0	0.00%	−1−100.0%	Sold out
Glenmede Trust Co NA	–	–	–	–	Not filed
Orion Portfolio Solutions, LLC	–	–	–	–	Not filed
Lindbrook Capital, LLC	–	–	–	–	Not filed