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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 1,000 | $270.0K | 0.09% | +1,000 | New |
| 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 |
| KBC Group NV | 985 | $266.0K | 0.00% | −616−38.5% | Reduced |
| Inceptionr LLC | 983 | $265.4K | 0.06% | −2,417−71.1% | Reduced |
| NorthRock Partners, LLC | 980 | $264.6K | 0.01% | +980 | New |
| Wealthspire Advisors, LLC | 980 | $264.6K | 0.00% | +980 | New |
| Narus Financial Partners, LLC | 979 | $264.4K | 0.08% | +979 | New |
| Park Avenue Securities LLC | 976 | $264.0K | 0.00% | +976 | New |
| Cookson Peirce & Co Inc | 975 | $263.3K | 0.01% | −547−35.9% | Reduced |
| Whalen Wealth Management Inc. | 951 | $256.8K | 0.16% | +951 | New |
| Sagespring Wealth Partners, LLC | 942 | $254.3K | 0.01% | +942 | New |
| Wedmont Private Capital | 860 | $252.3K | 0.01% | +860 | New |
| Swiss Life Asset Management Ltd | 934 | $252.2K | 0.00% | +934 | New |
| Clear Street Markets LLC | 927 | $250.3K | 0.09% | +926+92,600.0% | Added |
| Forum Financial Management, LP | 926 | $250.0K | 0.00% | +926 | New |
| Valeo Financial Advisors, LLC | 920 | $248.4K | 0.01% | +920 | New |
| GAMMA Investing LLC | 908 | $245.2K | 0.02% | +197+27.7% | Added |
| Atomi Financial Group, Inc. | 898 | $242.5K | 0.01% | +898 | New |
| Prelude Capital Management, LLC | 892 | $240.9K | 0.02% | +892 | New |
| Everence Capital Management Inc | 880 | $238.0K | 0.02% | +880 | New |
| Kendall Capital Management | 880 | $237.6K | 0.06% | +880 | New |
| Matauro, LLC | 876 | $236.5K | 0.04% | +876 | New |
| Meiji Yasuda Asset Management Co Ltd. | 862 | $232.8K | 0.01% | +862 | New |
| Investment House LLC | 850 | $229.5K | 0.01% | +850 | New |
| Retirement Guys Formula LLC | 847 | $228.6K | 0.09% | +847 | New |
| Oppenheimer & Co Inc | 833 | $224.9K | 0.00% | +833 | New |
| Profund Advisors LLC | 833 | $224.9K | 0.01% | +833 | New |
| Absolute Gestao de Investimentos Ltda. | 827 | $223.3K | 0.07% | +827 | New |
| IFP Advisors, Inc | 824 | $223.2K | 0.01% | −42−4.8% | Reduced |
| Ausbil Investment Management Ltd | 824 | $222.5K | 0.13% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 811 | $219.0K | 0.02% | −3,870−82.7% | Reduced |
| Wetherby Asset Management Inc | 808 | $218.2K | 0.01% | +808 | New |
| Jones Financial Companies LLLP | 804 | $216.3K | 0.00% | −263−24.6% | Reduced |
| Choate Investment Advisors | 800 | $216.0K | 0.00% | +800 | New |
| Planned Solutions, Inc. | 800 | $216.0K | 0.08% | +800 | New |
| Whittier Trust Co | 797 | $215.2K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 796 | $214.9K | 0.00% | −34,355−97.7% | Reduced |
| Wealthstream Advisors, Inc. | 796 | $214.9K | 0.04% | +796 | New |
| Keebeck Alpha, LP | 791 | $213.6K | 0.35% | +791 | New |
| Ingalls & Snyder LLC | 789 | $213.0K | 0.01% | +789 | New |
| National Bank of Canada | 784 | $211.7K | 0.00% | −89,343−99.1% | Reduced |
| TD Private Client Wealth LLC | 780 | $210.6K | 0.01% | −1,904−70.9% | Reduced |
| Skopos Labs, Inc. | 776 | $209.5K | 0.03% | +34+4.6% | Added |
| Transcend Wealth Collective, LLC | 767 | $207.1K | 0.02% | +767 | New |
| Joel Isaacson & Co., LLC | 758 | $204.7K | 0.01% | +758 | New |
| Dakota Wealth Management | 758 | $204.7K | 0.00% | +758 | New |
| Quest Partners LLC | 711 | $192.0K | 0.02% | −7,727−91.6% | Reduced |
| Central Pacific Bank - Trust Division | 710 | $191.7K | 0.02% | −40−5.3% | Reduced |
| Arlington Trust Co LLC | 699 | $188.7K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 666 | $179.8K | 0.02% | +168+33.7% | Added |
| Erste Asset Management GmbH | 600 | $161.3K | 0.00% | +600 | New |
| Versant Capital Management, Inc | 539 | $145.5K | 0.02% | +209+63.3% | Added |
| Allworth Financial LP | 449 | $121.2K | 0.00% | +206+84.8% | Added |
| Huntington National Bank | 408 | $110.2K | 0.00% | +206+102.0% | Added |
| CIBC Private Wealth Group, LLC | 399 | $107.7K | 0.00% | +22+5.8% | Added |
| Umb Bank N A | 398 | $107.5K | 0.00% | +10+2.6% | Added |
| First Horizon Advisors, Inc. | 282 | $76.1K | 0.00% | −168−37.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 270 | $73.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 255 | $68.9K | 0.00% | +159+165.6% | Added |
| Westpac Banking Corp | 245 | $66.2K | 0.00% | +245 | New |
| Massmutual Trust Co FSB | 243 | $65.6K | 0.00% | +2+0.8% | Added |
| WealthCollab, LLC | 238 | $64.3K | 0.04% | +70+41.7% | Added |
| Clearstead Advisors, LLC | 237 | $64.0K | 0.00% | −112−32.1% | Reduced |
| Quarry LP | 231 | $62.4K | 0.01% | +201+670.0% | Added |
| Farther Finance Advisors, LLC | 227 | $61.3K | 0.00% | −352−60.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 226 | $61.0K | 0.00% | +226 | New |
| Nomura Asset Management Co Ltd | 220 | $59.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 215 | $58.1K | 0.00% | −19−8.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 209 | $56.6K | 0.00% | +127+154.9% | Added |
| Mount Yale Investment Advisors, LLC | 204 | $55.0K | 0.00% | −1,649−89.0% | Reduced |
| SRS Capital Advisors, Inc. | 189 | $51.0K | 0.00% | +16+9.2% | Added |
| Piscataqua Savings Bank | 180 | $48.6K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 176 | $48.0K | 0.00% | +77+77.8% | Added |
| West Oak Capital, LLC | 175 | $47.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 166 | $44.8K | 0.00% | −36−17.8% | Reduced |
| Maseco LLP | 159 | $43.0K | 0.00% | +159 | New |
| Key Financial Inc | 152 | $41.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 129 | $34.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 126 | $34.0K | 0.00% | +124+6,200.0% | Added |
| Addison Advisors LLC | 124 | $33.5K | 0.01% | +68+121.4% | Added |
| Global Retirement Partners, LLC | 123 | $33.2K | 0.00% | +123 | New |
| Bell Investment Advisors, Inc | 120 | $32.4K | 0.01% | +7+6.2% | Added |
| Osterweis Capital Management Inc | 120 | $32.4K | 0.00% | +120 | New |
| Covestor Ltd | 118 | $32.0K | 0.02% | +67+131.4% | Added |
| Optiver Holding B.V. | 115 | $31.1K | 0.00% | +3+2.7% | Added |
| NBC Securities, Inc. | 118 | $31.0K | 0.00% | −12−9.2% | Reduced |
| Tidemark, LLC | 113 | $30.5K | 0.01% | +88+352.0% | Added |
| Smartleaf Asset Management LLC | 112 | $30.1K | 0.00% | −72−39.1% | Reduced |
| Principal Securities, Inc. | 111 | $30.0K | 0.00% | +20+22.0% | Added |
| GeoWealth Management, LLC | 104 | $28.1K | 0.00% | −353−77.2% | Reduced |
| Danske Bank A/S | 100 | $27.0K | 0.00% | +100 | New |
| Opal Wealth Advisors, LLC | 99 | $26.7K | 0.01% | +99 | New |
| True Wealth Design, LLC | 92 | $24.8K | 0.01% | +72+360.0% | Added |
| Hurley Capital, LLC | 86 | $23.3K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 84 | $22.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $20.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69 | $18.6K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 60 | $18.5K | 0.01% | +60 | New |
| Harbor Asset Planning, Inc. | 67 | $18.1K | 0.02% | +67 | New |