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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 975 | $328.9K | 0.02% | +208+27.1% | Added |
| Narus Financial Partners, LLC | 979 | $330.2K | 0.09% | 00.0% | Unchanged |
| Norden Group LLC | 988 | $333.1K | 0.03% | −73−6.9% | Reduced |
| Moody Aldrich Partners LLC | 989 | $333.6K | 0.06% | −3−0.3% | Reduced |
| Courier Capital LLC | 1,000 | $337.3K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,000 | $337.3K | 0.10% | 00.0% | Unchanged |
| Versor Investments LP | 1,000 | $337.3K | 0.06% | +1,000 | New |
| Sagespring Wealth Partners, LLC | 1,017 | $343.1K | 0.01% | +75+8.0% | Added |
| Linden Thomas Advisory Services, LLC | 1,019 | $343.7K | 0.03% | −11−1.1% | Reduced |
| Catalytic Wealth RIA, LLC | 1,023 | $345.1K | 0.01% | +1,023 | New |
| Transamerica Financial Advisors, Inc. | 1,027 | $346.1K | 0.03% | +1,027 | New |
| SageView Advisory Group, LLC | 1,039 | $350.4K | 0.01% | +1,039 | New |
| Atomi Financial Group, Inc. | 1,041 | $351.2K | 0.01% | +143+15.9% | Added |
| Harvest Investment Services, LLC | 1,047 | $353.0K | 0.07% | +1,047 | New |
| GAMMA Investing LLC | 1,049 | $353.8K | 0.02% | +141+15.5% | Added |
| Gateway Investment Advisers LLC | 1,050 | $354.2K | 0.00% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,050 | $354.2K | 0.08% | +1,050 | New |
| Waddell & Associates, LLC | 1,058 | $356.9K | 0.03% | +1,058 | New |
| Evoke Wealth, LLC | 1,081 | $364.6K | 0.01% | +46+4.4% | Added |
| KBC Group NV | 1,085 | $366.0K | 0.00% | +100+10.2% | Added |
| M&T Bank Corp | 1,086 | $366.3K | 0.00% | −619−36.3% | Reduced |
| Brevan Howard Capital Management LP | 1,103 | $372.1K | 0.01% | −5,382−83.0% | Reduced |
| Stephens Inc | 1,108 | $373.8K | 0.00% | −10−0.9% | Reduced |
| Aaron Wealth Advisors | 1,108 | $373.8K | 0.02% | +1,108 | New |
| Elevated Capital Advisors, LLC | 1,115 | $376.2K | 0.09% | +1,115 | New |
| Foster & Motley Inc | 1,125 | $379.0K | 0.02% | −293−20.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,125 | $379.5K | 0.04% | −25−2.2% | Reduced |
| Acadian Asset Management LLC | 1,129 | $380.0K | 0.00% | +1,129 | New |
| Empowered Funds, LLC | 1,130 | $381.2K | 0.00% | +1,130 | New |
| Ci Investments Inc. | 1,131 | $382.0K | 0.00% | −127−10.1% | Reduced |
| NewEdge Wealth, LLC | 1,265 | $383.9K | 0.01% | +1+0.1% | Added |
| Portside Wealth Group, LLC | 1,143 | $385.6K | 0.05% | −57−4.8% | Reduced |
| Evergreen Capital Management LLC | 1,143 | $385.6K | 0.01% | +1,143 | New |
| Optas, LLC | 1,146 | $386.6K | 0.07% | −8−0.7% | Reduced |
| Hilltop Holdings Inc. | 1,146 | $386.7K | 0.02% | +16+1.4% | Added |
| Walleye Trading LLC | 1,158 | $390.6K | 0.01% | +1,158 | New |
| Caerus Investment Advisors, LLC | 1,160 | $391.3K | 0.16% | +1,160 | New |
| Camden Capital, LLC | 1,193 | $402.3K | 0.03% | +94+8.6% | Added |
| CIBC Asset Management Inc | 1,193 | $402.4K | 0.00% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 1,212 | $408.8K | 0.07% | −12,980−91.5% | Reduced |
| Belpointe Asset Management LLC | 1,215 | $409.8K | 0.02% | +21+1.8% | Added |
| Fielder Capital Group LLC | 1,234 | $416.3K | 0.09% | +2+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 1,249 | $421.3K | 0.02% | +21+1.7% | Added |
| Insight Wealth Partners, LLC | 1,254 | $423.0K | 0.19% | +31+2.5% | Added |
| Vinva Investment Management Ltd | 822 | $425.8K | 0.01% | +822 | New |
| Shelton Capital Management | 1,268 | $427.7K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,276 | $430.3K | 0.01% | +258+25.3% | Added |
| Jones Financial Companies LLLP | 1,260 | $431.4K | 0.00% | +456+56.7% | Added |
| Sivia Capital Partners, LLC | 1,280 | $431.8K | 0.12% | +142+12.5% | Added |
| NorthCrest Asset Manangement, LLC | 1,335 | $432.7K | 0.01% | +1,335 | New |
| Hamilton Capital Partners Inc. | 1,284 | $433.1K | 0.02% | −406−24.0% | Reduced |
| First Bank & Trust | 1,312 | $442.6K | 0.07% | −237−15.3% | Reduced |
| Parallel Advisors, LLC | 1,317 | $444.4K | 0.01% | −11−0.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,326 | $447.3K | 0.23% | +1,326 | New |
| Tower Research Capital LLC (TRC) | 1,329 | $448.3K | 0.01% | −1,906−58.9% | Reduced |
| Net Worth Advisory Group | 1,334 | $450.1K | 0.13% | −71−5.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,344 | $453.0K | 0.00% | −29−2.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,368 | $461.6K | 0.00% | +1,368 | New |
| Chicago Partners Investment Group LLC | 1,448 | $465.9K | 0.01% | +322+28.6% | Added |
| Johnson Investment Counsel Inc | 1,397 | $471.2K | 0.00% | +1,397 | New |
| Bond & Devick Financial Network, Inc. | 1,400 | $472.2K | 0.14% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,416 | $477.6K | 0.25% | +1,416 | New |
| Aviva PLC | 1,443 | $486.8K | 0.00% | −515−26.3% | Reduced |
| Alamea Verwaltungs GmbH | 1,451 | $489.5K | 0.33% | −30−2.0% | Reduced |
| Quadrant Capital Group LLC | 1,457 | $491.5K | 0.02% | +25+1.7% | Added |
| Callan Family Office, LLC | 1,459 | $492.1K | 0.02% | +18+1.2% | Added |
| Ethic Inc. | 1,459 | $492.2K | 0.01% | +136+10.3% | Added |
| Great Lakes Advisors, LLC | 1,493 | $503.6K | 0.00% | −12−0.8% | Reduced |
| Diversify Wealth Management, LLC | 1,680 | $504.4K | 0.03% | −107−6.0% | Reduced |
| Jane Street Group, LLC | 1,565 | $527.9K | 0.00% | −1,615−50.8% | Reduced |
| NorthRock Partners, LLC | 1,604 | $541.1K | 0.01% | +624+63.7% | Added |
| AE Wealth Management LLC | 1,631 | $550.8K | 0.00% | −502−23.5% | Reduced |
| Dakota Wealth Management | 1,653 | $557.7K | 0.01% | +895+118.1% | Added |
| Harbor Investment Advisory, LLC | 1,675 | $565.0K | 0.05% | +615+58.0% | Added |
| Toronto Dominion Bank | 1,670 | $569.0K | 0.00% | +217+14.9% | Added |
| Greenleaf Trust | 1,697 | $572.4K | 0.01% | −30−1.7% | Reduced |
| Kera Capital Partners, Inc. | 1,701 | $573.8K | 0.09% | +263+18.3% | Added |
| EverSource Wealth Advisors, LLC | 1,716 | $578.9K | 0.02% | +233+15.7% | Added |
| Northwest & Ethical Investments L.P. | 1,700 | $579.1K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,720 | $580.2K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,827 | $589.3K | 0.01% | +1,827 | New |
| Swiss Life Asset Management Ltd | 1,779 | $600.1K | 0.00% | +845+90.5% | Added |
| Commerce Bank | 1,780 | $600.4K | 0.00% | −83−4.5% | Reduced |
| Cetera Trust Company, N.A | 1,820 | $613.9K | 0.34% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,820 | $614.0K | 0.37% | +1,820 | New |
| Maryland State Retirement & Pension System | 1,839 | $620.3K | 0.01% | +163+9.7% | Added |
| Hardy Reed LLC | 1,854 | $625.4K | 0.05% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,935 | $652.7K | 0.19% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,948 | $657.1K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,953 | $658.8K | 0.01% | +1,953 | New |
| Flagship Harbor Advisors, LLC | 1,986 | $669.8K | 0.03% | −156−7.3% | Reduced |
| RSM US Wealth Management LLC | 1,992 | $671.9K | 0.01% | −629−24.0% | Reduced |
| PDT Partners, LLC | 2,000 | $674.6K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,032 | $685.4K | 0.02% | −195−8.8% | Reduced |
| Precision Wealth Strategies, LLC | 2,036 | $686.8K | 0.22% | +2,036 | New |
| Pitcairn Co | 2,038 | $687.5K | 0.05% | −375−15.5% | Reduced |
| Savvy Advisors, Inc. | 2,070 | $698.4K | 0.03% | +510+32.7% | Added |
| Pier Capital, LLC | 2,071 | $698.6K | 0.11% | −1,614−43.8% | Reduced |
| XTX Topco Ltd | 2,076 | $700.3K | 0.04% | +2,076 | New |
| SG Americas Securities, LLC | 2,079 | $701.0K | 0.00% | −472−18.5% | Reduced |