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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 215 | $72.0K | 0.00% | +39+22.2% | Added |
| Signaturefd, LLC | 222 | $74.9K | 0.00% | +7+3.3% | Added |
| Covestor Ltd | 231 | $78.0K | 0.04% | +113+95.8% | Added |
| WealthCollab, LLC | 238 | $80.3K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 239 | $80.6K | 0.00% | +239 | New |
| Massmutual Trust Co FSB | 243 | $82.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 253 | $85.3K | 0.03% | +161+175.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 270 | $91.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 334 | $112.7K | 0.01% | −86,190−99.6% | Reduced |
| Hantz Financial Services, Inc. | 367 | $124.0K | 0.00% | +241+191.3% | Added |
| Umb Bank N A | 403 | $135.9K | 0.00% | +5+1.3% | Added |
| Farther Finance Advisors, LLC | 406 | $137.0K | 0.00% | +179+78.9% | Added |
| Shell Asset Management Co | 413 | $139.0K | 0.01% | −656−61.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 448 | $151.4K | 0.00% | +239+114.4% | Added |
| IFP Advisors, Inc | 453 | $152.8K | 0.00% | −371−45.0% | Reduced |
| State of Wyoming | 495 | $167.0K | 0.02% | −1,621−76.6% | Reduced |
| Global Retirement Partners, LLC | 497 | $167.8K | 0.00% | +374+304.1% | Added |
| National Bank of Canada | 519 | $174.9K | 0.00% | −265−33.8% | Reduced |
| CIBC Private Wealth Group, LLC | 539 | $181.8K | 0.00% | +140+35.1% | Added |
| Versant Capital Management, Inc | 554 | $186.9K | 0.03% | +15+2.8% | Added |
| TD Private Client Wealth LLC | 577 | $194.6K | 0.00% | −203−26.0% | Reduced |
| Old National Bancorp | 593 | $200.0K | 0.00% | +593 | New |
| Kingsview Wealth Management, LLC | 599 | $202.1K | 0.00% | +599 | New |
| Snowden Capital Advisors LLC | 601 | $202.8K | 0.01% | +601 | New |
| waypoint wealth counsel | 603 | $203.4K | 0.08% | +603 | New |
| Quantum Financial Advisors, LLC | 610 | $205.7K | 0.03% | +610 | New |
| Central Pacific Bank - Trust Division | 610 | $205.8K | 0.02% | −100−14.1% | Reduced |
| Adell Harriman & Carpenter Inc | 613 | $206.8K | 0.01% | +613 | New |
| Skopos Labs, Inc. | 776 | $208.7K | 0.03% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 622 | $209.8K | 0.03% | +622 | New |
| Vestcor Inc | 629 | $212.0K | 0.01% | −1,779−73.9% | Reduced |
| GW Henssler & Associates Ltd | 633 | $213.5K | 0.01% | +633 | New |
| Moody National Bank Trust Division | 636 | $214.5K | 0.02% | +636 | New |
| TCG Advisory Services, LLC | 637 | $214.9K | 0.01% | +637 | New |
| Cypress Capital, LLC | 641 | $216.2K | 0.06% | +641 | New |
| Cambria Investment Management, L.P. | 644 | $217.2K | 0.01% | +644 | New |
| Baker Avenue Asset Management, LP | 646 | $217.9K | 0.01% | +646 | New |
| Mutual Advisors, LLC | 695 | $220.8K | 0.00% | +695 | New |
| Keystone Financial Services | 659 | $222.3K | 0.07% | +659 | New |
| Dark Forest Capital Management LP | 663 | $223.6K | 0.01% | +663 | New |
| Rafferty Asset Management, LLC | 667 | $225.0K | 0.00% | +667 | New |
| Abel Hall, LLC | 668 | $225.3K | 0.09% | +668 | New |
| Argent Trust Co | 669 | $225.7K | 0.01% | +669 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 670 | $226.0K | 0.00% | +670 | New |
| Quest Partners LLC | 672 | $226.7K | 0.01% | −39−5.5% | Reduced |
| Denali Advisors LLC | 675 | $227.7K | 0.03% | −656−49.3% | Reduced |
| Warren Averett Asset Management, LLC | 677 | $228.4K | 0.00% | +677 | New |
| Retirement Guys Formula LLC | 681 | $229.7K | 0.08% | −166−19.6% | Reduced |
| Resources Investment Advisors, LLC. | 689 | $232.4K | 0.00% | +689 | New |
| Cooper Financial Group | 693 | $233.8K | 0.03% | +693 | New |
| United Capital Financial Advisers, LLC | 695 | $234.4K | 0.00% | +695 | New |
| Arlington Trust Co LLC | 699 | $235.8K | 0.04% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 700 | $236.1K | 0.01% | +700 | New |
| Voleon Capital Management LP | 701 | $236.5K | 0.01% | +701 | New |
| Trust Point Inc. | 706 | $238.2K | 0.02% | +706 | New |
| Capital Performance Advisors LLP | 709 | $239.0K | 0.04% | +709 | New |
| Symphony Financial, Ltd. Co. | 715 | $240.7K | 0.03% | +715 | New |
| Meeder Advisory Services, Inc. | 744 | $250.8K | 0.01% | +744 | New |
| Lido Advisors, LLC | 746 | $251.7K | 0.00% | +746 | New |
| Sym Financial Corp | 747 | $252.0K | 0.03% | +747 | New |
| Destination Wealth Management | 755 | $254.7K | 0.01% | +755 | New |
| Vise Technologies, Inc. | 757 | $255.4K | 0.01% | +757 | New |
| Matauro, LLC | 758 | $255.6K | 0.04% | −118−13.5% | Reduced |
| Joel Isaacson & Co., LLC | 760 | $256.4K | 0.01% | +2+0.3% | Added |
| Allworth Financial LP | 763 | $257.4K | 0.00% | +314+69.9% | Added |
| Whittier Trust Co | 797 | $262.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 787 | $265.5K | 0.00% | +787 | New |
| Ingalls & Snyder LLC | 789 | $266.0K | 0.01% | 00.0% | Unchanged |
| Anb Bank | 797 | $268.8K | 0.11% | +797 | New |
| Planned Solutions, Inc. | 800 | $269.9K | 0.09% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 801 | $270.2K | 0.02% | +801 | New |
| Wealthstream Advisors, Inc. | 806 | $271.9K | 0.04% | +10+1.3% | Added |
| Brown Miller Wealth Management, LLC | 807 | $272.2K | 0.08% | +807 | New |
| Kendall Capital Management | 825 | $278.3K | 0.06% | −55−6.3% | Reduced |
| Wetherby Asset Management Inc | 826 | $278.6K | 0.01% | +18+2.2% | Added |
| Oppenheimer & Co Inc | 842 | $284.0K | 0.00% | +9+1.1% | Added |
| Wedmont Private Capital | 880 | $285.3K | 0.01% | +20+2.3% | Added |
| Investment House LLC | 850 | $286.7K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 867 | $292.5K | 0.41% | +76+9.6% | Added |
| Jefferies Financial Group Inc. | 872 | $294.1K | 0.00% | +76+9.5% | Added |
| Everence Capital Management Inc | 880 | $297.0K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 893 | $301.4K | 0.00% | +893 | New |
| Jackson Thornton Asset Management, LLC | 951 | $302.4K | 0.03% | +951 | New |
| Ronald Blue Trust, Inc. | 897 | $302.6K | 0.00% | −95−9.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 897 | $302.6K | 0.01% | +35+4.1% | Added |
| CIBC World Markets Inc. | 899 | $303.3K | 0.00% | +899 | New |
| Profund Advisors LLC | 903 | $304.6K | 0.01% | +70+8.4% | Added |
| Park Avenue Securities LLC | 907 | $306.0K | 0.00% | −69−7.1% | Reduced |
| Prelude Capital Management, LLC | 909 | $306.6K | 0.02% | +17+1.9% | Added |
| Wealthspire Advisors, LLC | 914 | $308.3K | 0.00% | −66−6.7% | Reduced |
| Dundas Partners LLP | 917 | $309.3K | 0.02% | +917 | New |
| Oppenheimer Asset Management Inc. | 926 | $312.4K | 0.00% | −627−40.4% | Reduced |
| Forum Financial Management, LP | 927 | $312.7K | 0.00% | +1+0.1% | Added |
| Integrated Wealth Concepts LLC | 929 | $313.4K | 0.00% | +929 | New |
| Perigon Wealth Management, LLC | 931 | $314.1K | 0.01% | +931 | New |
| Inscription Capital, LLC | 931 | $314.1K | 0.03% | +931 | New |
| Valeo Financial Advisors, LLC | 947 | $319.4K | 0.01% | +27+2.9% | Added |
| GWM Advisors LLC | 962 | $324.5K | 0.00% | +902+1,503.3% | Added |
| Rothschild Investment LLC | 972 | $327.9K | 0.02% | +965+13,785.7% | Added |
| Toroso Investments, LLC | 973 | $328.2K | 0.00% | −1,622−62.5% | Reduced |