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 |
|---|---|---|---|---|---|
| EFG Asset Management (North America) Corp. | 10,442 | $3.53M | 0.46% | −4,893−31.9% | Reduced |
| Campbell Newman Asset Management Inc | 10,227 | $3.45M | 0.25% | +45+0.4% | Added |
| Laurion Capital Management LP | 10,074 | $3.40M | 0.46% | +10,074 | New |
| Holocene Advisors, LP | 9,926 | $3.35M | 0.01% | −163,345−94.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,906 | $3.34M | 0.02% | +669+7.2% | Added |
| Public Sector Pension Investment Board | 9,900 | $3.34M | 0.01% | +9,900 | New |
| Truist Financial Corp | 9,869 | $3.33M | 0.00% | −210−2.1% | Reduced |
| CI Private Wealth, LLC | 9,652 | $3.26M | 0.01% | +806+9.1% | Added |
| O'Shaughnessy Asset Management, LLC | 9,641 | $3.25M | 0.02% | +573+6.3% | Added |
| Deutsche Bank AG | 9,448 | $3.19M | 0.00% | +571+6.4% | Added |
| Amundi | 9,784 | $3.19M | 0.00% | +9,784 | New |
| Triasima Portfolio Management inc. | 9,428 | $3.18M | 0.48% | +9,428 | New |
| Eagle Rock Investment Company, LLC | 9,268 | $3.13M | 0.47% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,248 | $3.12M | 0.01% | −279−2.9% | Reduced |
| State of Michigan Retirement System | 9,205 | $3.11M | 0.01% | +600+7.0% | Added |
| Handelsbanken Fonder AB | 9,137 | $3.08M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,109 | $3.07M | 0.01% | +4,942+118.6% | Added |
| Essex Investment Management Co LLC | 8,958 | $3.02M | 0.46% | −1,603−15.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,835 | $2.98M | 0.00% | −344−3.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,604 | $2.90M | 0.04% | +577+7.2% | Added |
| Renaissance Technologies LLC | 8,500 | $2.87M | 0.00% | +8,500 | New |
| HSBC Holdings PLC | 8,565 | $2.87M | 0.00% | +2,537+42.1% | Added |
| Federation des caisses Desjardins du Quebec | 8,297 | $2.80M | 0.01% | −2,619−24.0% | Reduced |
| James Investment Research Inc | 8,184 | $2.76M | 0.30% | +1,411+20.8% | Added |
| KLP Kapitalforvaltning AS | 8,100 | $2.73M | 0.01% | +700+9.5% | Added |
| New Mexico Educational Retirement Board | 8,000 | $2.70M | 0.08% | +700+9.6% | Added |
| Credit Agricole S A | 7,996 | $2.70M | 0.01% | +7,996 | New |
| Pathstone Holdings, LLC | 7,735 | $2.61M | 0.01% | −1,885−19.6% | Reduced |
| Oregon Public Employees Retirement Fund | 7,732 | $2.61M | 0.03% | +354+4.8% | Added |
| Hager Investment Management Services, LLC | 7,696 | $2.60M | 1.40% | +1,162+17.8% | Added |
| New Age Alpha Advisors, LLC | 7,551 | $2.55M | 0.11% | −222−2.9% | Reduced |
| Consolidated Planning Corp | 7,539 | $2.54M | 0.27% | −1,870−19.9% | Reduced |
| Cetera Investment Advisers | 7,354 | $2.48M | 0.00% | +2,984+68.3% | Added |
| DGS Capital Management, LLC | 7,340 | $2.48M | 0.45% | +401+5.8% | Added |
| CWM Advisors, LLC | 7,293 | $2.46M | 0.24% | +2,891+65.7% | Added |
| Schonfeld Strategic Advisors LLC | 7,257 | $2.45M | 0.02% | −3,787−34.3% | Reduced |
| Ameritas Investment Partners, Inc. | 7,235 | $2.44M | 0.07% | +269+3.9% | Added |
| Hancock Whitney Corp | 7,165 | $2.42M | 0.04% | −3,145−30.5% | Reduced |
| Washington Trust Advisors, Inc. | 7,045 | $2.38M | 0.18% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 7,004 | $2.36M | 0.34% | 00.0% | Unchanged |
| Monument Capital Management | 6,938 | $2.34M | 0.59% | +6,938 | New |
| South Dakota Investment Council | 6,817 | $2.30M | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 6,669 | $2.25M | 0.04% | +361+5.7% | Added |
| Pallas Capital Advisors LLC | 6,586 | $2.22M | 0.08% | +9+0.1% | Added |
| Dana Investment Advisors, Inc. | 6,502 | $2.19M | 0.06% | −1,322−16.9% | Reduced |
| HighTower Advisors, LLC | 6,468 | $2.18M | 0.00% | +130+2.1% | Added |
| Radnor Capital Management, LLC | 6,450 | $2.18M | 0.33% | −115−1.8% | Reduced |
| Princeton Capital Management LLC | 6,408 | $2.16M | 0.58% | −57−0.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 6,180 | $2.08M | 0.40% | +6,180 | New |
| BancorpSouth Bank | 5,944 | $2.01M | 0.12% | 00.0% | Unchanged |
| Legato Capital Management LLC | 5,871 | $1.98M | 0.22% | −582−9.0% | Reduced |
| Summit Trail Advisors, LLC | 5,868 | $1.98M | 0.03% | +2,611+80.2% | Added |
| Algert Global LLC | 5,759 | $1.94M | 0.03% | −5,200−47.4% | Reduced |
| Private Client Services, LLC | 5,668 | $1.91M | 0.64% | +5,668 | New |
| Valley National Advisers Inc | 5,657 | $1.91M | 0.30% | −120−2.1% | Reduced |
| Pictet Asset Management Holding SA | 5,535 | $1.87M | 0.00% | −87−1.5% | Reduced |
| MAI Capital Management | 5,529 | $1.87M | 0.01% | +5,274+2,068.2% | Added |
| Croban | 5,354 | $1.81M | 1.20% | −162−2.9% | Reduced |
| Pacer Advisors, Inc. | 5,131 | $1.73M | 0.00% | +1,986+63.1% | Added |
| Catalyst Capital Advisors LLC | 5,100 | $1.72M | 0.03% | +5,100 | New |
| QSV Equity Investors LLC | 5,094 | $1.72M | 1.76% | −2,758−35.1% | Reduced |
| Summit Place Financial Advisors, LLC | 4,974 | $1.68M | 0.79% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,865 | $1.64M | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,813 | $1.62M | 0.10% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,798 | $1.62M | 0.01% | −42,794−89.9% | Reduced |
| Nations Financial Group Inc, | 4,734 | $1.60M | 0.10% | +22+0.5% | Added |
| Illinois Municipal Retirement Fund | 4,588 | $1.55M | 0.02% | −92−2.0% | Reduced |
| Cornerstone Investment Partners, LLC | 4,410 | $1.49M | 0.06% | +34+0.8% | Added |
| Buckhead Capital Management LLC | 4,407 | $1.49M | 0.54% | 00.0% | Unchanged |
| Essential Partners LLC | 4,308 | $1.45M | 0.48% | +426+11.0% | Added |
| Freedom Day Solutions, LLC | 4,232 | $1.43M | 0.39% | +153+3.8% | Added |
| Xponance, Inc. | 4,218 | $1.42M | 0.01% | +113+2.8% | Added |
| Virginia Retirement Systems Et Al | 4,200 | $1.42M | 0.01% | +4,200 | New |
| State of Alaska, Department of Revenue | 4,168 | $1.41M | 0.01% | +121+3.0% | Added |
| Nicholas Investment Partners, LP | 4,108 | $1.39M | 0.11% | +1,753+74.4% | Added |
| First Eagle Investment Management, LLC | 4,090 | $1.38M | 0.00% | −1,252−23.4% | Reduced |
| Sandler Capital Management | 4,088 | $1.38M | 0.51% | −512−11.1% | Reduced |
| Winton Group Ltd | 4,010 | $1.35M | 0.05% | −25,420−86.4% | Reduced |
| Whalen Wealth Management Inc. | 3,993 | $1.35M | 0.79% | +3,042+319.9% | Added |
| Prudential Financial Inc | 3,927 | $1.32M | 0.00% | −18,578−82.6% | Reduced |
| Caxton Associates LLP | 3,899 | $1.32M | 0.04% | +3,899 | New |
| Public Employees Retirement Association of Colorado | 3,882 | $1.31M | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,813 | $1.29M | 0.31% | −877−18.7% | Reduced |
| Martingale Asset Management L P | 3,785 | $1.28M | 0.03% | +264+7.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,847 | $1.27M | 0.00% | +10.0% | Added |
| Merit Financial Group, LLC | 3,727 | $1.26M | 0.01% | +644+20.9% | Added |
| Great Diamond Partners, LLC | 3,675 | $1.24M | 0.24% | +44+1.2% | Added |
| Brighton Jones LLC | 3,629 | $1.22M | 0.03% | +1,263+53.4% | Added |
| Trivant Custom Portfolio Group, LLC | 3,593 | $1.21M | 0.62% | −13−0.4% | Reduced |
| O'Neil Global Advisors, Inc. | 3,572 | $1.21M | 0.22% | +3,572 | New |
| MML Investors Services, LLC | 3,554 | $1.20M | 0.00% | −200−5.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,484 | $1.18M | 0.00% | +133+4.0% | Added |
| Buckingham Strategic Partners | 3,668 | $1.17M | 0.01% | +1,360+58.9% | Added |
| Federated Hermes, Inc. | 3,448 | $1.16M | 0.00% | +92+2.7% | Added |
| Sanctuary Advisors, LLC | 3,443 | $1.16M | 0.01% | +198+6.1% | Added |
| Nisa Investment Advisors, LLC | 3,414 | $1.15M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,369 | $1.14M | 0.00% | −53−1.5% | Reduced |
| Ransom Advisory, Ltd | 3,350 | $1.13M | 0.51% | −100−2.9% | Reduced |
| BNP Paribas | 3,335 | $1.12M | 0.03% | −115−3.3% | Reduced |
| Baird Financial Group, Inc. | 3,264 | $1.10M | 0.00% | −402−11.0% | Reduced |