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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 263,164 | $88.8M | 0.01% | −98,987−27.3% | Reduced |
| Bank of America Corp | 264,916 | $89.4M | 0.01% | −13,706−4.9% | Reduced |
| Channing Capital Management, LLC | 266,466 | $89.9M | 2.37% | −97,236−26.7% | Reduced |
| Paralel Advisors LLC | 300,000 | $101.2M | 3.94% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 308,401 | $104.0M | 0.35% | −72,628−19.1% | Reduced |
| Fisher Asset Management, LLC | 325,179 | $109.7M | 0.04% | +5,406+1.7% | Added |
| Goldman Sachs Group Inc | 326,493 | $110.1M | 0.02% | +75,443+30.1% | Added |
| Northern Trust Corp | 333,474 | $112.5M | 0.01% | +15,855+5.0% | Added |
| Lord, Abbett & Co. LLC | 354,108 | $119.4M | 0.36% | +224,762+173.8% | Added |
| Bank of New York Mellon Corp | 356,869 | $120.4M | 0.02% | −817−0.2% | Reduced |
| William Blair Investment Management, LLC | 373,148 | $125.9M | 0.33% | −21,940−5.6% | Reduced |
| UBS Group AG | 402,692 | $135.8M | 0.03% | +217,370+117.3% | Added |
| Bain Capital Public Equity Management II, LLC | 434,209 | $146.5M | 6.85% | +186,765+75.5% | Added |
| Bahl & Gaynor Inc | 444,022 | $149.8M | 0.74% | −20,570−4.4% | Reduced |
| JPMorgan Chase & Co | 518,093 | $174.8M | 0.01% | −88,285−14.6% | Reduced |
| Dimensional Fund Advisors LP | 524,297 | $176.9M | 0.04% | −102,464−16.3% | Reduced |
| Capital International Investors | 604,767 | $204.0M | 0.03% | +3,719+0.6% | Added |
| Price T Rowe Associates Inc | 611,819 | $206.4M | 0.02% | −42,516−6.5% | Reduced |
| Morgan Stanley | 620,076 | $209.2M | 0.01% | −17,495−2.7% | Reduced |
| FMR LLC | 850,442 | $286.9M | 0.01% | −11,608−1.3% | Reduced |
| Geode Capital Management, LLC | 940,467 | $317.3M | 0.02% | +108,879+13.1% | Added |
| AQR Capital Management LLC | 967,804 | $326.5M | 0.21% | +94,960+10.9% | Added |
| State Street Corp | 1,176,347 | $396.8M | 0.01% | +46,702+4.1% | Added |
| TD Asset Management Inc | 1,182,456 | $398.9M | 0.32% | +227,049+23.8% | Added |
| Boston Partners | 1,248,973 | $421.2M | 0.43% | −471,191−27.4% | Reduced |
| Invesco Ltd. | 1,353,174 | $456.5M | 0.07% | −54,104−3.8% | Reduced |
| Wellington Management Group LLP | 2,023,520 | $682.6M | 0.12% | +1,459,903+259.0% | Added |
| BlackRock, Inc. | 3,455,570 | $1.17B | 0.02% | −114,254−3.2% | Reduced |
| Vanguard Group Inc | 3,902,188 | $1.32B | 0.02% | +64,763+1.7% | Added |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −447,048−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −169,745−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −124,703−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −81,959−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −48,396−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −29,970−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −29,645−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −25,246−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −21,009−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,220−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −14,695−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −8,563−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,054−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,478−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −4,326−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,967−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −3,465−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,660−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,641−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,741−100.0% | Sold out |
| Waterway Wealth Management, LLC | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −1,429−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Proathlete Wealth Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Wambolt & Associates, LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Capital A Wealth Management, LLC | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |