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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
Zions Bancorporation, National Association3,048$823.0K0.04%−102−3.2%Reduced
Swedbank AB3,000$810.1K0.00%+3,000New
O'Rourke & Company, Inc2,973$802.9K0.37%+62+2.1%Added
Banque Pictet & Cie SA2,928$790.6K0.01%−196−6.3%Reduced
Intrust Bank NA2,915$787.1K0.07%+593+25.5%Added
Coldstream Capital Management Inc2,840$766.9K0.01%+34+1.2%Added
Oxford Asset Management LLP2,780$750.7K0.25%+2,780New
Janney Montgomery Scott LLC2,761$746.0K0.00%−2,352−46.0%Reduced
Securian Asset Management, Inc2,752$743.1K0.02%00.0%Unchanged
Sterling Capital Management LLC2,726$736.1K0.01%+755+38.3%Added
BOK Financial Private Wealth, Inc.2,725$735.8K0.05%+871+47.0%Added
Two Sigma Securities, LLC2,660$718.3K0.09%+2,660New
Simplex Trading, LLC2,641$713.0K0.02%+2,222+530.3%Added
RSM US Wealth Management LLC2,621$707.7K0.01%−50−1.9%Reduced
Toroso Investments, LLC2,595$700.7K0.00%+310+13.6%Added
SG Americas Securities, LLC2,551$689.0K0.00%+700+37.8%Added
Vident Advisory, LLC2,541$686.1K0.01%−2,333−47.9%Reduced
Tudor Investment Corp Et Al2,463$665.1K0.01%−168,386−98.6%Reduced
Pitcairn Co2,413$651.6K0.04%−437−15.3%Reduced
Vestcor Inc2,408$650.0K0.02%00.0%Unchanged
Advisor Group Holdings, Inc.2,417$649.6K0.00%−7−0.3%Reduced
Aviance Capital Partners, LLC2,368$639.4K0.08%−260−9.9%Reduced
Brighton Jones LLC2,366$638.9K0.02%+2,366New
Nicholas Investment Partners, LP2,355$635.9K0.06%00.0%Unchanged
Equitable Holdings, Inc.2,332$629.7K0.01%+34+1.5%Added
Buckingham Strategic Partners2,308$623.2K0.01%+889+62.6%Added
Journey Strategic Wealth LLC2,227$601.3K0.02%+682+44.1%Added
Crossmark Global Holdings, Inc.2,220$599.4K0.01%−325−12.8%Reduced
Pinebridge Investments, L.P.2,169$585.7K0.00%−37,179−94.5%Reduced
Summit Financial, LLC2,151$580.9K0.01%+603+39.0%Added
Flagship Harbor Advisors, LLC2,142$578.3K0.03%+365+20.5%Added
AE Wealth Management LLC2,133$576.5K0.00%−61,735−96.7%Reduced
Keybank National Association2,134$576.2K0.00%+634+42.3%Added
State of Wyoming2,116$571.4K0.07%+1,585+298.5%Added
Diversify Wealth Management, LLC1,787$550.1K0.03%−127−6.6%Reduced
PDT Partners, LLC2,000$540.0K0.03%+2,000New
Aviva PLC1,958$528.7K0.00%−893−31.3%Reduced
Utah Retirement Systems1,948$526.0K0.01%+48+2.5%Added
Argonautica Private Wealth Management, Inc1,935$522.5K0.17%−303−13.5%Reduced
Commerce Bank1,863$503.0K0.00%+66+3.7%Added
Hardy Reed LLC1,854$500.6K0.04%00.0%Unchanged
Avantax Advisory Services, Inc.1,842$497.5K0.00%+1,842New
Cetera Trust Company, N.A1,820$491.4K0.29%+100+5.8%Added
Fox Run Management, L.L.C.1,741$470.1K0.08%−1,039−37.4%Reduced
Greenleaf Trust1,727$466.3K0.00%−54−3.0%Reduced
Evercore Wealth Management, LLC1,720$464.4K0.01%00.0%Unchanged
M&T Bank Corp1,705$460.4K0.00%+178+11.7%Added
Northwest & Ethical Investments L.P.1,700$457.8K0.01%+1,700New
Hamilton Capital Partners Inc.1,690$456.3K0.02%+419+33.0%Added
Waterway Wealth Management, LLC1,688$455.8K0.14%−2,513−59.8%Reduced
Maryland State Retirement & Pension System1,676$452.6K0.01%00.0%Unchanged
DRW Securities, LLC1,583$427.4K0.03%+1,583New
Savvy Advisors, Inc.1,560$421.3K0.03%+392+33.6%Added
Oppenheimer Asset Management Inc.1,553$419.3K0.00%+112+7.8%Added
First Bank & Trust1,549$418.3K0.07%+9+0.6%Added
Dorsey Wright & Associates1,534$414.0K0.10%−33,393−95.6%Reduced
Great Lakes Advisors, LLC1,505$406.4K0.00%−84,204−98.2%Reduced
EverSource Wealth Advisors, LLC1,483$400.5K0.02%+729+96.7%Added
Alamea Verwaltungs GmbH1,481$399.9K0.30%−389−20.8%Reduced
Toronto Dominion Bank1,453$393.0K0.00%+12+0.8%Added
EP Wealth Advisors, LLC1,442$389.4K0.00%−11−0.8%Reduced
Callan Family Office, LLC1,441$389.1K0.01%+1,441New
Kera Capital Partners, Inc.1,438$388.3K0.08%+1,438New
Quadrant Capital Group LLC1,432$386.7K0.01%−316−18.1%Reduced
Readystate Asset Management LP1,429$385.9K0.02%+1,429New
Atria Investments LLC1,429$385.7K0.00%−7,064−83.2%Reduced
Foster & Motley Inc1,418$383.0K0.02%−1,649−53.8%Reduced
Net Worth Advisory Group1,405$379.3K0.08%+149+11.9%Added
Bond & Devick Financial Network, Inc.1,400$378.0K0.13%00.0%Unchanged
NewEdge Wealth, LLC1,264$376.5K0.01%−152−10.7%Reduced
Cambridge Investment Research Advisors, Inc.1,373$371.0K0.00%−787−36.4%Reduced
HB Wealth Management, LLC1,361$367.5K0.00%−155−10.2%Reduced
Bryn Mawr Trust Co1,347$363.7K0.01%−92−6.4%Reduced
Denali Advisors LLC1,331$359.4K0.04%−8,967−87.1%Reduced
Parallel Advisors, LLC1,328$358.7K0.01%−19−1.4%Reduced
Ethic Inc.1,323$355.8K0.01%−902−40.5%Reduced
Shelton Capital Management1,268$342.4K0.01%−41−3.1%Reduced
Ci Investments Inc.1,258$340.0K0.00%−56−4.3%Reduced
Chicago Partners Investment Group LLC1,126$337.9K0.01%+1,126New
Fielder Capital Group LLC1,232$332.7K0.09%+57+4.9%Added
Fifth Third Wealth Advisors LLC1,228$331.6K0.01%+3+0.2%Added
Insight Wealth Partners, LLC1,223$330.2K0.18%00.0%Unchanged
Portside Wealth Group, LLC1,200$324.0K0.05%+1,200New
Belpointe Asset Management LLC1,194$322.4K0.01%+125+11.7%Added
CIBC Asset Management Inc1,193$322.1K0.00%00.0%Unchanged
Optas, LLC1,154$311.6K0.06%+1,154New
Pekin Hardy Strauss, Inc.1,150$310.5K0.04%−20−1.7%Reduced
Sivia Capital Partners, LLC1,138$307.3K0.10%+1,138New
Sherbrooke Park Advisers LLC1,132$305.7K0.13%−384−25.3%Reduced
Hilltop Holdings Inc.1,130$305.2K0.02%+1,130New
Stephens Inc1,118$301.9K0.00%+1,118New
Camden Capital, LLC1,099$296.7K0.03%+1,099New
Shell Asset Management Co1,069$289.0K0.01%−213−16.6%Reduced
Norden Group LLC1,061$286.5K0.03%−220−17.2%Reduced
Harbor Investment Advisory, LLC1,060$286.2K0.03%+1,060New
Gateway Investment Advisers LLC1,050$283.5K0.00%−40−3.7%Reduced
Evoke Wealth, LLC1,035$279.5K0.01%+1,035New
Linden Thomas Advisory Services, LLC1,030$278.1K0.03%−150−12.7%Reduced
Ritholtz Wealth Management1,018$274.8K0.01%−95−8.5%Reduced
Courier Capital LLC1,000$270.0K0.02%+1,000New