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Evercore Inc.

EVR
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NYSE
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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.

Q3 2025 vs. Q2 2025

How the institutions holding Evercore Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of EVR: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders5668629+71
Shares35.7M590.9K34.7M−420.1K (−1.2%)
Value$9.65B$159.6M$11.7B+$2.22B (+23.4%)

8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (126)

Institutions that held Evercore Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 126 by value.

Institutions new to EVR in Q3 2025
InstitutionSharesValue% of portfolio
Artisan Partners Limited Partnership160,544$54.2M0.08%
Azora Capital LP128,954$43.5M2.01%
Artemis Investment Management LLP111,644$37.7M0.47%
Los Angeles Capital Management LLC56,057$18.9M0.06%
Covea Finance54,800$18.5M0.64%
Marsico Capital Management LLC50,839$17.1M0.44%
Driehaus Capital Management LLC36,980$12.5M0.09%
Freestone Grove Partners LP27,312$9.21M0.07%
Tribune Investment Group LP20,000$6.75M3.27%
Adage Capital Partners GP, L.L.C.13,000$4.39M0.01%
Summit Wealth Group LLC19,614$3.98M0.55%
Laurion Capital Management LP10,074$3.40M0.46%
Public Sector Pension Investment Board9,900$3.34M0.01%
Amundi9,784$3.19M0.00%
Triasima Portfolio Management inc.9,428$3.18M0.48%
Renaissance Technologies LLC8,500$2.87M0.00%
Credit Agricole S A7,996$2.70M0.01%
Monument Capital Management6,938$2.34M0.59%
Prevail Innovative Wealth Advisors, LLC6,180$2.08M0.40%
Private Client Services, LLC5,668$1.91M0.64%
Catalyst Capital Advisors LLC5,100$1.72M0.03%
Virginia Retirement Systems Et Al4,200$1.42M0.01%
Caxton Associates LLP3,899$1.32M0.04%
O'Neil Global Advisors, Inc.3,572$1.21M0.22%
Encompass More Asset Management3,063$1.03M0.20%
PenderFund Capital Management Ltd.3,000$1.01M0.17%
Krilogy Financial LLC3,119$946.5K0.04%
Entropy Technologies, LP2,600$877.0K0.07%
We Are One Seven, LLC2,101$708.7K0.02%
Daiwa Securities Group Inc.2,080$702.0K0.00%
XTX Topco Ltd2,076$700.3K0.04%
Precision Wealth Strategies, LLC2,036$686.8K0.22%
Jump Financial, LLC1,953$658.8K0.01%
Hanlon Investment Management, Inc.1,820$614.0K0.37%
CAPROCK Group, Inc.1,827$589.3K0.01%
Optimize Financial Inc1,416$477.6K0.25%
Johnson Investment Counsel Inc1,397$471.2K0.00%
Kovitz Investment Group Partners, LLC1,368$461.6K0.00%
Aster Capital Management (DIFC) Ltd1,326$447.3K0.23%
NorthCrest Asset Manangement, LLC1,335$432.7K0.01%
Vinva Investment Management Ltd822$425.8K0.01%
Caerus Investment Advisors, LLC1,160$391.3K0.16%
Walleye Trading LLC1,158$390.6K0.01%
Evergreen Capital Management LLC1,143$385.6K0.01%
Empowered Funds, LLC1,130$381.2K0.00%
Acadian Asset Management LLC1,129$380.0K0.00%
Elevated Capital Advisors, LLC1,115$376.2K0.09%
Aaron Wealth Advisors1,108$373.8K0.02%
Waddell & Associates, LLC1,058$356.9K0.03%
Centurion Wealth Management LLC1,050$354.2K0.08%
Harvest Investment Services, LLC1,047$353.0K0.07%
SageView Advisory Group, LLC1,039$350.4K0.01%
Transamerica Financial Advisors, Inc.1,027$346.1K0.03%
Catalytic Wealth RIA, LLC1,023$345.1K0.01%
Versor Investments LP1,000$337.3K0.06%
Inscription Capital, LLC931$314.1K0.03%
Perigon Wealth Management, LLC931$314.1K0.01%
Integrated Wealth Concepts LLC929$313.4K0.00%
Dundas Partners LLP917$309.3K0.02%
CIBC World Markets Inc.899$303.3K0.00%
Jackson Thornton Asset Management, LLC951$302.4K0.03%
Wiley Bros.-Aintree Capital, LLC893$301.4K0.00%
Brown Miller Wealth Management, LLC807$272.2K0.08%
Parcion Private Wealth LLC801$270.2K0.02%
Anb Bank797$268.8K0.11%
Benjamin Edwards Inc787$265.5K0.00%
Vise Technologies, Inc.757$255.4K0.01%
Destination Wealth Management755$254.7K0.01%
Sym Financial Corp747$252.0K0.03%
Lido Advisors, LLC746$251.7K0.00%
Meeder Advisory Services, Inc.744$250.8K0.01%
Symphony Financial, Ltd. Co.715$240.7K0.03%
Capital Performance Advisors LLP709$239.0K0.04%
Trust Point Inc.706$238.2K0.02%
Voleon Capital Management LP701$236.5K0.01%
Azimuth Capital Investment Management LLC700$236.1K0.01%
United Capital Financial Advisers, LLC695$234.4K0.00%
Cooper Financial Group693$233.8K0.03%
Resources Investment Advisors, LLC.689$232.4K0.00%
Warren Averett Asset Management, LLC677$228.4K0.00%
Sumitomo Mitsui Trust Holdings, Inc.670$226.0K0.00%
Argent Trust Co669$225.7K0.01%
Abel Hall, LLC668$225.3K0.09%
Rafferty Asset Management, LLC667$225.0K0.00%
Dark Forest Capital Management LP663$223.6K0.01%
Keystone Financial Services659$222.3K0.07%
Mutual Advisors, LLC695$220.8K0.00%
Baker Avenue Asset Management, LP646$217.9K0.01%
Cambria Investment Management, L.P.644$217.2K0.01%
Cypress Capital, LLC641$216.2K0.06%
TCG Advisory Services, LLC637$214.9K0.01%
Moody National Bank Trust Division636$214.5K0.02%
GW Henssler & Associates Ltd633$213.5K0.01%
Hohimer Wealth Management, LLC622$209.8K0.03%
Adell Harriman & Carpenter Inc613$206.8K0.01%
Quantum Financial Advisors, LLC610$205.7K0.03%
waypoint wealth counsel603$203.4K0.08%
Snowden Capital Advisors LLC601$202.8K0.01%
Kingsview Wealth Management, LLC599$202.1K0.00%
Old National Bancorp593$200.0K0.00%

Sold out (55)

Institutions that held Evercore Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of EVR in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Eminence Capital, LP447,048$120.7M
Maverick Capital LtdSuperinvestorMaverick Capital169,745$45.8M
Samlyn Capital, LLC124,703$33.7M
Massachusetts Financial Services Co81,959$22.1M
PEAK6 LLC48,396$13.1M
Hotchkis & Wiley Capital Management LLC29,970$8.09M
Natixis29,645$8.00M
Susquehanna International Group, LLP25,246$6.82M
CastleKnight Management LP24,000$6.48M
Aquatic Capital Management LLC21,009$5.67M
IMC-Chicago, LLC20,000$5.40M
Qube Research & Technologies Ltd16,220$4.38M
Point72 (DIFC) Ltd14,695$3.97M
Shilanski & Associates, Inc.8,563$2.31M
Virtu Financial LLC5,054$1.36M
Mackenzie Financial Corp4,478$1.21M
Asset Management One Co.,Ltd.4,326$1.17M
Oak Thistle LLC3,967$1.07M
Polar Asset Management Partners Inc.3,700$999.1K
Harbor Capital Advisors, Inc.3,556$960.0K
Isthmus Partners, LLC3,465$935.6K
Oxford Asset Management LLP2,780$750.7K
Two Sigma Securities, LLC2,660$718.3K
Simplex Trading, LLC2,641$713.0K
Tudor Investment Corp Et Al2,463$665.1K
Pinebridge Investments, L.P.2,169$585.7K
Fox Run Management, L.L.C.1,741$470.1K
Waterway Wealth Management, LLC1,688$455.8K
DRW Securities, LLC1,583$427.4K
Readystate Asset Management LP1,429$385.9K
Sherbrooke Park Advisers LLC1,132$305.7K
Inceptionr LLC983$265.4K
Clear Street Markets LLC927$250.3K
Absolute Gestao de Investimentos Ltda.827$223.3K
Ausbil Investment Management Ltd824$222.5K
TownSquare Capital, LLC811$219.0K
Choate Investment Advisors800$216.0K
Erste Asset Management GmbH600$161.3K
Westpac Banking Corp245$66.2K
Mount Yale Investment Advisors, LLC204$55.0K
GeoWealth Management, LLC104$28.1K
Opal Wealth Advisors, LLC99$26.7K
Twin Peaks Wealth Advisors, LLC60$18.5K
NewSquare Capital LLC38$10.3K
Geneos Wealth Management Inc.38$10.3K
Whipplewood Advisors, LLC38$10.3K
Decker Retirement Planning Inc.25$6.75K
Kestra Investment Management, LLC21$5.67K
Motco9$2.71K
HighMark Wealth Management LLC10$2.70K
Proathlete Wealth Management LLC4$1.08K
Stephens Consulting, LLC3$811
WealthTrak Capital Management LLC2$541
Atticus Wealth Management, LLC1$271
Private Trust Co NA1$270

Not filed for Q3 2025 yet (8)

Institutions that held Evercore Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVR in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank581,678$157.1M
Wambolt & Associates, LLC5,603$1.55M
Avantax Advisory Services, Inc.1,842$497.5K
EP Wealth Advisors, LLC1,442$389.4K
First Horizon Advisors, Inc.282$76.1K
Capital A Wealth Management, LLC59$10.1K
Atlas Capital Advisors LLC12$3.24K
Parkworth Wealth Management, Inc.1$270