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 |
|---|---|---|---|---|---|
| Campbell Newman Asset Management Inc | 10,182 | $2.75M | 0.22% | +675+7.1% | Added |
| Louisiana State Employees Retirement System | 10,100 | $2.73M | 0.05% | +200+2.0% | Added |
| Truist Financial Corp | 10,079 | $2.72M | 0.00% | +265+2.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,014 | $2.70M | 0.01% | −54−0.5% | Reduced |
| LPL Financial LLC | 9,793 | $2.64M | 0.00% | −22,822−70.0% | Reduced |
| Pathstone Holdings, LLC | 9,620 | $2.60M | 0.01% | −2,318−19.4% | Reduced |
| Fifth Third Bancorp | 9,527 | $2.57M | 0.01% | +2,419+34.0% | Added |
| Consolidated Planning Corp | 9,409 | $2.54M | 0.32% | −1,289−12.0% | Reduced |
| Eagle Rock Investment Company, LLC | 9,268 | $2.50M | 0.40% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 9,247 | $2.50M | 0.00% | −380,119−97.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,237 | $2.49M | 0.01% | +774+9.1% | Added |
| Northwestern Mutual Wealth Management Co | 9,179 | $2.48M | 0.00% | −159,465−94.6% | Reduced |
| Handelsbanken Fonder AB | 9,137 | $2.47M | 0.01% | −200−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,068 | $2.45M | 0.02% | +230+2.6% | Added |
| Deutsche Bank AG | 8,877 | $2.40M | 0.00% | +713+8.7% | Added |
| CI Private Wealth, LLC | 8,846 | $2.39M | 0.00% | −490−5.2% | Reduced |
| State of Michigan Retirement System | 8,605 | $2.32M | 0.01% | +100+1.2% | Added |
| Shilanski & Associates, Inc. | 8,563 | $2.31M | 0.66% | −121−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,027 | $2.17M | 0.03% | +155+2.0% | Added |
| QSV Equity Investors LLC | 7,852 | $2.12M | 2.21% | −131−1.6% | Reduced |
| Dana Investment Advisors, Inc. | 7,824 | $2.11M | 0.07% | −457−5.5% | Reduced |
| Sargent Investment Group, LLC | 7,004 | $2.10M | 0.28% | −19−0.3% | Reduced |
| New Age Alpha Advisors, LLC | 7,773 | $2.10M | 0.09% | +586+8.2% | Added |
| Bank of Montreal | 7,755 | $2.09M | 0.00% | −552−6.6% | Reduced |
| KLP Kapitalforvaltning AS | 7,400 | $2.00M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,378 | $1.99M | 0.04% | +200+2.8% | Added |
| New Mexico Educational Retirement Board | 7,300 | $1.97M | 0.06% | 00.0% | Unchanged |
| Creative Planning | 7,140 | $1.93M | 0.00% | +1,338+23.1% | Added |
| Washington Trust Advisors, Inc. | 7,045 | $1.90M | 0.15% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,966 | $1.88M | 0.06% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 6,939 | $1.87M | 0.39% | +446+6.9% | Added |
| South Dakota Investment Council | 6,817 | $1.84M | 0.04% | −6,005−46.8% | Reduced |
| James Investment Research Inc | 6,773 | $1.83M | 0.22% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,577 | $1.78M | 0.07% | +6,577 | New |
| Radnor Capital Management, LLC | 6,565 | $1.77M | 0.28% | +300+4.8% | Added |
| Hager Investment Management Services, LLC | 6,534 | $1.76M | 1.05% | +268+4.3% | Added |
| Brevan Howard Capital Management LP | 6,485 | $1.75M | 0.02% | −12,133−65.2% | Reduced |
| TD Waterhouse Canada Inc. | 6,328 | $1.75M | 0.01% | +229+3.8% | Added |
| Princeton Capital Management LLC | 6,465 | $1.75M | 0.52% | +1,131+21.2% | Added |
| Legato Capital Management LLC | 6,453 | $1.74M | 0.21% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,338 | $1.71M | 0.00% | −630−9.0% | Reduced |
| Advisors Asset Management, Inc. | 6,308 | $1.70M | 0.03% | +1,251+24.7% | Added |
| HSBC Holdings PLC | 6,028 | $1.64M | 0.00% | −4,751−44.1% | Reduced |
| BancorpSouth Bank | 5,944 | $1.60M | 0.11% | −83−1.4% | Reduced |
| Valley National Advisers Inc | 5,777 | $1.56M | 0.25% | −342−5.6% | Reduced |
| Wambolt & Associates, LLC | 5,603 | $1.55M | 0.52% | −500−8.2% | Reduced |
| Pictet Asset Management Holding SA | 5,622 | $1.52M | 0.00% | −366−6.1% | Reduced |
| Neuberger Berman Group LLC | 5,583 | $1.51M | 0.00% | −1,992−26.3% | Reduced |
| Croban | 5,516 | $1.49M | 1.27% | −61−1.1% | Reduced |
| First Eagle Investment Management, LLC | 5,342 | $1.44M | 0.00% | +499+10.3% | Added |
| Vestmark Advisory Solutions, Inc. | 5,125 | $1.38M | 0.02% | +920+21.9% | Added |
| Virtu Financial LLC | 5,054 | $1.36M | 0.07% | +5,054 | New |
| Summit Place Financial Advisors, LLC | 4,974 | $1.34M | 0.68% | +251+5.3% | Added |
| Sit Investment Associates Inc | 4,865 | $1.31M | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,813 | $1.30M | 0.09% | −3−0.1% | Reduced |
| Bridgewater Associates, LP | 4,743 | $1.28M | 0.01% | −40,543−89.5% | Reduced |
| Nations Financial Group Inc, | 4,712 | $1.27M | 0.09% | −2,854−37.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,690 | $1.27M | 0.32% | +170+3.8% | Added |
| Illinois Municipal Retirement Fund | 4,680 | $1.26M | 0.02% | +1,889+67.7% | Added |
| Sandler Capital Management | 4,600 | $1.24M | 0.43% | +4,600 | New |
| Mackenzie Financial Corp | 4,478 | $1.21M | 0.00% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 4,407 | $1.19M | 0.46% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,402 | $1.19M | 0.13% | −778−15.0% | Reduced |
| Cornerstone Investment Partners, LLC | 4,376 | $1.18M | 0.05% | +53+1.2% | Added |
| Cetera Investment Advisers | 4,370 | $1.18M | 0.00% | −12,715−74.4% | Reduced |
| Asset Management One Co.,Ltd. | 4,326 | $1.17M | 0.00% | +4,326 | New |
| Landscape Capital Management, L.L.C. | 4,271 | $1.15M | 0.09% | +4,271 | New |
| Mercer Global Advisors Inc | 4,167 | $1.13M | 0.00% | +1,577+60.9% | Added |
| Xponance, Inc. | 4,105 | $1.11M | 0.01% | −33−0.8% | Reduced |
| Freedom Day Solutions, LLC | 4,079 | $1.10M | 0.33% | −431−9.6% | Reduced |
| State of Alaska, Department of Revenue | 4,047 | $1.09M | 0.01% | −100−2.4% | Reduced |
| Dynamic Advisor Solutions LLC | 4,021 | $1.09M | 0.03% | +293+7.9% | Added |
| Oak Thistle LLC | 3,967 | $1.07M | 0.16% | +3,967 | New |
| Allspring Global Investments Holdings, LLC | 3,846 | $1.06M | 0.00% | −2,121−35.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,904 | $1.05M | 0.00% | +3,904 | New |
| Essential Partners LLC | 3,882 | $1.05M | 0.42% | +3,882 | New |
| Public Employees Retirement Association of Colorado | 3,882 | $1.05M | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,754 | $1.01M | 0.00% | −1,313−25.9% | Reduced |
| Polar Asset Management Partners Inc. | 3,700 | $999.1K | 0.02% | +3,700 | New |
| Pier Capital, LLC | 3,685 | $995.0K | 0.15% | −88−2.3% | Reduced |
| Baird Financial Group, Inc. | 3,666 | $989.9K | 0.00% | +584+18.9% | Added |
| Great Diamond Partners, LLC | 3,631 | $980.4K | 0.21% | −5,894−61.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,606 | $973.7K | 0.53% | −67−1.8% | Reduced |
| Harbor Capital Advisors, Inc. | 3,556 | $960.0K | 0.04% | +3,556 | New |
| Martingale Asset Management L P | 3,521 | $950.7K | 0.02% | +2,313+191.5% | Added |
| Isthmus Partners, LLC | 3,465 | $935.6K | 0.11% | −25−0.7% | Reduced |
| BNP Paribas | 3,450 | $931.6K | 0.03% | −645−15.8% | Reduced |
| Ransom Advisory, Ltd | 3,450 | $931.6K | 0.44% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,422 | $924.0K | 0.00% | +644+23.2% | Added |
| Nisa Investment Advisors, LLC | 3,414 | $921.8K | 0.00% | −271−7.4% | Reduced |
| HGK Asset Management Inc | 3,362 | $907.8K | 0.16% | +206+6.5% | Added |
| Federated Hermes, Inc. | 3,356 | $906.2K | 0.00% | +4+0.1% | Added |
| The PNC Financial Services Group, Inc. | 3,351 | $904.8K | 0.00% | +1,101+48.9% | Added |
| Summit Trail Advisors, LLC | 3,257 | $879.5K | 0.02% | +1,885+137.4% | Added |
| Sanctuary Advisors, LLC | 3,245 | $876.2K | 0.01% | −65−2.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,235 | $873.5K | 0.02% | +1,660+105.4% | Added |
| Legend Financial Advisors, Inc. | 3,206 | $865.7K | 0.58% | +24+0.8% | Added |
| Jane Street Group, LLC | 3,180 | $858.7K | 0.00% | −51,326−94.2% | Reduced |
| Pacer Advisors, Inc. | 3,145 | $849.2K | 0.00% | +3,145 | New |
| Merit Financial Group, LLC | 3,083 | $832.5K | 0.01% | +26+0.9% | Added |