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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 2,080 | $702.0K | 0.00% | +2,080 | New |
| HB Wealth Management, LLC | 2,083 | $702.6K | 0.00% | +722+53.0% | Added |
| We Are One Seven, LLC | 2,101 | $708.7K | 0.02% | +2,101 | New |
| Summit Financial, LLC | 2,111 | $712.0K | 0.01% | −40−1.9% | Reduced |
| Aviance Capital Partners, LLC | 2,128 | $717.8K | 0.09% | −240−10.1% | Reduced |
| Keybank National Association | 2,146 | $723.9K | 0.00% | +12+0.6% | Added |
| Crossmark Global Holdings, Inc. | 2,263 | $763.4K | 0.01% | +43+1.9% | Added |
| Equitable Holdings, Inc. | 2,412 | $813.6K | 0.01% | +80+3.4% | Added |
| Sterling Capital Management LLC | 2,507 | $845.7K | 0.01% | −219−8.0% | Reduced |
| Entropy Technologies, LP | 2,600 | $877.0K | 0.07% | +2,600 | New |
| Vident Advisory, LLC | 2,633 | $888.2K | 0.01% | +92+3.6% | Added |
| BOK Financial Private Wealth, Inc. | 2,643 | $891.5K | 0.06% | −82−3.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,659 | $896.9K | 0.02% | −2,466−48.1% | Reduced |
| Janney Montgomery Scott LLC | 2,686 | $906.0K | 0.00% | −75−2.7% | Reduced |
| Krilogy Financial LLC | 3,119 | $946.5K | 0.04% | +3,119 | New |
| O'Rourke & Company, Inc | 2,811 | $948.2K | 0.40% | −162−5.4% | Reduced |
| Securian Asset Management, Inc | 2,891 | $975.2K | 0.03% | +139+5.1% | Added |
| Intrust Bank NA | 2,898 | $977.6K | 0.08% | −17−0.6% | Reduced |
| Banque Pictet & Cie SA | 2,910 | $981.6K | 0.01% | −18−0.6% | Reduced |
| Swedbank AB | 3,000 | $1.01M | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 3,000 | $1.01M | 0.17% | +3,000 | New |
| Coldstream Capital Management Inc | 3,017 | $1.02M | 0.01% | +177+6.2% | Added |
| Encompass More Asset Management | 3,063 | $1.03M | 0.20% | +3,063 | New |
| Zions Bancorporation, National Association | 3,110 | $1.05M | 0.05% | +62+2.0% | Added |
| Atria Investments LLC | 3,125 | $1.05M | 0.01% | +1,696+118.7% | Added |
| HGK Asset Management Inc | 3,164 | $1.07M | 0.17% | −198−5.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,258 | $1.07M | 0.00% | +841+34.8% | Added |
| Legend Financial Advisors, Inc. | 3,246 | $1.09M | 0.67% | +40+1.2% | Added |
| Dynamic Advisor Solutions LLC | 3,247 | $1.10M | 0.03% | −774−19.2% | Reduced |
| Baird Financial Group, Inc. | 3,264 | $1.10M | 0.00% | −402−11.0% | Reduced |
| BNP Paribas | 3,335 | $1.12M | 0.03% | −115−3.3% | Reduced |
| Ransom Advisory, Ltd | 3,350 | $1.13M | 0.51% | −100−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 3,369 | $1.14M | 0.00% | −53−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 3,414 | $1.15M | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 3,443 | $1.16M | 0.01% | +198+6.1% | Added |
| Federated Hermes, Inc. | 3,448 | $1.16M | 0.00% | +92+2.7% | Added |
| Buckingham Strategic Partners | 3,668 | $1.17M | 0.01% | +1,360+58.9% | Added |
| The PNC Financial Services Group, Inc. | 3,484 | $1.18M | 0.00% | +133+4.0% | Added |
| MML Investors Services, LLC | 3,554 | $1.20M | 0.00% | −200−5.3% | Reduced |
| O'Neil Global Advisors, Inc. | 3,572 | $1.21M | 0.22% | +3,572 | New |
| Trivant Custom Portfolio Group, LLC | 3,593 | $1.21M | 0.62% | −13−0.4% | Reduced |
| Brighton Jones LLC | 3,629 | $1.22M | 0.03% | +1,263+53.4% | Added |
| Great Diamond Partners, LLC | 3,675 | $1.24M | 0.24% | +44+1.2% | Added |
| Merit Financial Group, LLC | 3,727 | $1.26M | 0.01% | +644+20.9% | Added |
| Allspring Global Investments Holdings, LLC | 3,847 | $1.27M | 0.00% | +10.0% | Added |
| Martingale Asset Management L P | 3,785 | $1.28M | 0.03% | +264+7.5% | Added |
| Legacy Wealth Asset Management, LLC | 3,813 | $1.29M | 0.31% | −877−18.7% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $1.31M | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 3,899 | $1.32M | 0.04% | +3,899 | New |
| Prudential Financial Inc | 3,927 | $1.32M | 0.00% | −18,578−82.6% | Reduced |
| Whalen Wealth Management Inc. | 3,993 | $1.35M | 0.79% | +3,042+319.9% | Added |
| Winton Group Ltd | 4,010 | $1.35M | 0.05% | −25,420−86.4% | Reduced |
| Sandler Capital Management | 4,088 | $1.38M | 0.51% | −512−11.1% | Reduced |
| First Eagle Investment Management, LLC | 4,090 | $1.38M | 0.00% | −1,252−23.4% | Reduced |
| Nicholas Investment Partners, LP | 4,108 | $1.39M | 0.11% | +1,753+74.4% | Added |
| State of Alaska, Department of Revenue | 4,168 | $1.41M | 0.01% | +121+3.0% | Added |
| Virginia Retirement Systems Et Al | 4,200 | $1.42M | 0.01% | +4,200 | New |
| Xponance, Inc. | 4,218 | $1.42M | 0.01% | +113+2.8% | Added |
| Freedom Day Solutions, LLC | 4,232 | $1.43M | 0.39% | +153+3.8% | Added |
| Essential Partners LLC | 4,308 | $1.45M | 0.48% | +426+11.0% | Added |
| Buckhead Capital Management LLC | 4,407 | $1.49M | 0.54% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 4,410 | $1.49M | 0.06% | +34+0.8% | Added |
| Illinois Municipal Retirement Fund | 4,588 | $1.55M | 0.02% | −92−2.0% | Reduced |
| Nations Financial Group Inc, | 4,734 | $1.60M | 0.10% | +22+0.5% | Added |
| Intech Investment Management LLC | 4,798 | $1.62M | 0.01% | −42,794−89.9% | Reduced |
| Angeles Wealth Management, LLC | 4,813 | $1.62M | 0.10% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,865 | $1.64M | 0.03% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 4,974 | $1.68M | 0.79% | 00.0% | Unchanged |
| QSV Equity Investors LLC | 5,094 | $1.72M | 1.76% | −2,758−35.1% | Reduced |
| Catalyst Capital Advisors LLC | 5,100 | $1.72M | 0.03% | +5,100 | New |
| Pacer Advisors, Inc. | 5,131 | $1.73M | 0.00% | +1,986+63.1% | Added |
| Croban | 5,354 | $1.81M | 1.20% | −162−2.9% | Reduced |
| MAI Capital Management | 5,529 | $1.87M | 0.01% | +5,274+2,068.2% | Added |
| Pictet Asset Management Holding SA | 5,535 | $1.87M | 0.00% | −87−1.5% | Reduced |
| Valley National Advisers Inc | 5,657 | $1.91M | 0.30% | −120−2.1% | Reduced |
| Private Client Services, LLC | 5,668 | $1.91M | 0.64% | +5,668 | New |
| Algert Global LLC | 5,759 | $1.94M | 0.03% | −5,200−47.4% | Reduced |
| Summit Trail Advisors, LLC | 5,868 | $1.98M | 0.03% | +2,611+80.2% | Added |
| Legato Capital Management LLC | 5,871 | $1.98M | 0.22% | −582−9.0% | Reduced |
| BancorpSouth Bank | 5,944 | $2.01M | 0.12% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 6,180 | $2.08M | 0.40% | +6,180 | New |
| Princeton Capital Management LLC | 6,408 | $2.16M | 0.58% | −57−0.9% | Reduced |
| Radnor Capital Management, LLC | 6,450 | $2.18M | 0.33% | −115−1.8% | Reduced |
| HighTower Advisors, LLC | 6,468 | $2.18M | 0.00% | +130+2.1% | Added |
| Dana Investment Advisors, Inc. | 6,502 | $2.19M | 0.06% | −1,322−16.9% | Reduced |
| Pallas Capital Advisors LLC | 6,586 | $2.22M | 0.08% | +9+0.1% | Added |
| Advisors Asset Management, Inc. | 6,669 | $2.25M | 0.04% | +361+5.7% | Added |
| South Dakota Investment Council | 6,817 | $2.30M | 0.04% | 00.0% | Unchanged |
| Monument Capital Management | 6,938 | $2.34M | 0.59% | +6,938 | New |
| Sargent Investment Group, LLC | 7,004 | $2.36M | 0.34% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,045 | $2.38M | 0.18% | 00.0% | Unchanged |
| Hancock Whitney Corp | 7,165 | $2.42M | 0.04% | −3,145−30.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,235 | $2.44M | 0.07% | +269+3.9% | Added |
| Schonfeld Strategic Advisors LLC | 7,257 | $2.45M | 0.02% | −3,787−34.3% | Reduced |
| CWM Advisors, LLC | 7,293 | $2.46M | 0.24% | +2,891+65.7% | Added |
| DGS Capital Management, LLC | 7,340 | $2.48M | 0.45% | +401+5.8% | Added |
| Cetera Investment Advisers | 7,354 | $2.48M | 0.00% | +2,984+68.3% | Added |
| Consolidated Planning Corp | 7,539 | $2.54M | 0.27% | −1,870−19.9% | Reduced |
| New Age Alpha Advisors, LLC | 7,551 | $2.55M | 0.11% | −222−2.9% | Reduced |
| Hager Investment Management Services, LLC | 7,696 | $2.60M | 1.40% | +1,162+17.8% | Added |