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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, Q3 2025

Institutional positions in Evercore Inc. as of Sep 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
629
+71 vs. Q2 2025
Shares held
34.7M
−420.1K (−1.2%) vs. Q2 2025
Total value
$11.7B
+$2.22B (+23.4%) vs. Q2 2025
New holders
126
220 more added
Sold out
55
192 more reduced

8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 629 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 heldQ3 2025: $11.7B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2025.

Institutions holding EVR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%00.0%Unchanged
Raleigh Capital Management Inc.0$120.00%−2−100.0%Reduced
Kayne Anderson Rudnick Investment Management LLC1$3370.00%00.0%Unchanged
SBI Securities Co., Ltd.1$3370.00%+1New
Financial Management Professionals, Inc.2$6750.00%00.0%Unchanged
North Star Investment Management Corp.2$6750.00%+2New
Breakwater Investment Management2$6750.00%+2New
North Capital, Inc.2$6750.00%+2New
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$1.01K0.00%−4−57.1%Reduced
Crewe Advisors LLC3$1.01K0.00%00.0%Unchanged
AdvisorNet Financial, Inc3$1.01K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC3$1.01K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1.01K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC4$1.35K0.00%+2+100.0%Added
Creekmur Asset Management LLC4$1.37K0.00%00.0%Unchanged
Cromwell Holdings LLC5$1.69K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1.93K0.00%00.0%Unchanged
South State Corp.6$2.02K0.00%00.0%Unchanged
Tortoise Investment Management, LLC6$2.02K0.00%+2+50.0%Added
ZRC Wealth Management, LLC6$2.02K0.00%+6New
Hughes Financial Services, LLC7$2.16K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC7$2.36K0.00%00.0%Unchanged
Creative Financial Designs Inc8$2.70K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$2.70K0.00%00.0%Unchanged
Horizon Investments, LLC8$2.70K0.00%+8New
Cloud Capital Management, LLC9$3.00K0.00%+9New
Bogart Wealth, LLC9$3.04K0.00%00.0%Unchanged
Sound Income Strategies, LLC10$3.14K0.00%00.0%Unchanged
WPG Advisers, LLC10$3.37K0.00%00.0%Unchanged
Wealth Watch Advisors, INC10$3.37K0.00%+10New
Guerra Advisors Inc10$3.37K0.00%+10New
Atlantic Trust, LLC11$3.71K0.00%00.0%Unchanged
Rialto Wealth Management, LLC11$3.71K0.00%+1+10.0%Added
Sunbelt Securities, Inc.11$3.71K0.00%+11New
Westfuller Advisors, LLC11$3.87K0.00%+11New
Navigoe, LLC13$4.00K0.00%+13New
Altshuler Shaham Ltd13$4.38K0.00%+13New
Bellevue Asset Management, LLC14$4.72K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC14$4.72K0.00%00.0%Unchanged
Caitlin John, LLC15$5.06K0.00%+15New
Activest Wealth Management17$5.73K0.00%00.0%Unchanged
JPL Wealth Management, LLC19$6.41K0.00%+19New
Prestige Wealth Management Group LLC21$7.08K0.00%00.0%Unchanged
UMA Financial Services, Inc.21$7.08K0.00%+3+16.7%Added
Ameritas Advisory Services, LLC22$7.42K0.00%−3−12.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC22$7.42K0.00%00.0%Unchanged
Toth Financial Advisory Corp22$7.42K0.00%+22New
Meeder Asset Management Inc25$8.43K0.00%+25New
Scarborough Advisors, LLC26$8.77K0.00%00.0%Unchanged
Larson Financial Group LLC28$9.46K0.00%+26+1,300.0%Added
ORG Partners LLC29$9.78K0.00%+29New
JFS Wealth Advisors, LLC29$9.78K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc31$10.5K0.00%+2+6.9%Added
BFSG, LLC32$10.8K0.00%00.0%Unchanged
Private Wealth Management Group, LLC32$10.8K0.00%00.0%Unchanged
Mather Group, LLC.34$11.5K0.00%+34New
Bartlett & Co. Wealth Management LLC40$13.5K0.00%00.0%Unchanged
Harbour Investments, Inc.41$13.8K0.00%00.0%Unchanged
REAP Financial Group, LLC41$13.8K0.00%+41New
Smithfield Trust Co42$14.0K0.00%+42New
GHP Investment Advisors, Inc.45$15.2K0.00%00.0%Unchanged
CoreCap Advisors, LLC49$16.5K0.00%00.0%Unchanged
Manchester Capital Management LLC50$16.9K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC55$18.6K0.00%00.0%Unchanged
Hemington Wealth Management58$19.0K0.00%+7+13.7%Added
Bryn Mawr Trust Co60$20.2K0.00%−1,287−95.5%Reduced
CVA Family Office, LLC62$20.9K0.00%00.0%Unchanged
Fortitude Family Office, LLC62$20.9K0.01%+1+1.6%Added
Harbor Asset Planning, Inc.67$22.6K0.02%00.0%Unchanged
Tidemark, LLC68$23.0K0.01%−45−39.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.69$23.3K0.00%00.0%Unchanged
Salem Investment Counselors Inc75$25.3K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC79$26.6K0.02%+47+146.9%Added
Optiver Holding B.V.81$27.3K0.00%−34−29.6%Reduced
Quarry LP84$28.3K0.01%−147−63.6%Reduced
Rise Advisors, LLC85$28.5K0.01%+1+1.2%Added
Hurley Capital, LLC86$29.1K0.02%00.0%Unchanged
Danske Bank A/S100$33.7K0.00%00.0%Unchanged
NBC Securities, Inc.101$34.1K0.00%−17−14.4%Reduced
SJS Investment Consulting Inc.105$35.4K0.00%+100+2,000.0%Added
Bell Investment Advisors, Inc106$35.8K0.01%−14−11.7%Reduced
Central Trust Co110$37.1K0.00%+110New
Osterweis Capital Management Inc120$40.5K0.00%00.0%Unchanged
LRI Investments, LLC129$43.6K0.00%00.0%Unchanged
Key Financial Inc137$45.3K0.01%−15−9.9%Reduced
Quent Capital, LLC136$45.9K0.00%+136New
Addison Advisors LLC140$47.2K0.01%+16+12.9%Added
Cullen/Frost Bankers, Inc.142$48.0K0.00%−84−37.2%Reduced
Principal Securities, Inc.156$52.6K0.00%+45+40.5%Added
Maseco LLP160$53.9K0.00%+1+0.6%Added
Assetmark, Inc161$54.3K0.00%−5−3.0%Reduced
Huntington National Bank169$57.0K0.00%−239−58.6%Reduced
First Horizon Corp171$57.7K0.00%+171New
West Oak Capital, LLC175$59.0K0.02%00.0%Unchanged
Piscataqua Savings Bank180$60.7K0.05%00.0%Unchanged
Smartleaf Asset Management LLC185$63.0K0.00%+73+65.2%Added
Root Financial Partners, LLC196$66.1K0.00%+196New
Parkside Financial Bank & Trust196$66.1K0.01%−470−70.6%Reduced
Clearstead Advisors, LLC199$67.1K0.00%−38−16.0%Reduced