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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 3,247 | $1.10M | 0.03% | −774−19.2% | Reduced |
| Legend Financial Advisors, Inc. | 3,246 | $1.09M | 0.67% | +40+1.2% | Added |
| Advisor Group Holdings, Inc. | 3,258 | $1.07M | 0.00% | +841+34.8% | Added |
| HGK Asset Management Inc | 3,164 | $1.07M | 0.17% | −198−5.9% | Reduced |
| Atria Investments LLC | 3,125 | $1.05M | 0.01% | +1,696+118.7% | Added |
| Zions Bancorporation, National Association | 3,110 | $1.05M | 0.05% | +62+2.0% | Added |
| Encompass More Asset Management | 3,063 | $1.03M | 0.20% | +3,063 | New |
| Coldstream Capital Management Inc | 3,017 | $1.02M | 0.01% | +177+6.2% | Added |
| Swedbank AB | 3,000 | $1.01M | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 3,000 | $1.01M | 0.17% | +3,000 | New |
| Banque Pictet & Cie SA | 2,910 | $981.6K | 0.01% | −18−0.6% | Reduced |
| Intrust Bank NA | 2,898 | $977.6K | 0.08% | −17−0.6% | Reduced |
| Securian Asset Management, Inc | 2,891 | $975.2K | 0.03% | +139+5.1% | Added |
| O'Rourke & Company, Inc | 2,811 | $948.2K | 0.40% | −162−5.4% | Reduced |
| Krilogy Financial LLC | 3,119 | $946.5K | 0.04% | +3,119 | New |
| Janney Montgomery Scott LLC | 2,686 | $906.0K | 0.00% | −75−2.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,659 | $896.9K | 0.02% | −2,466−48.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,643 | $891.5K | 0.06% | −82−3.0% | Reduced |
| Vident Advisory, LLC | 2,633 | $888.2K | 0.01% | +92+3.6% | Added |
| Entropy Technologies, LP | 2,600 | $877.0K | 0.07% | +2,600 | New |
| Sterling Capital Management LLC | 2,507 | $845.7K | 0.01% | −219−8.0% | Reduced |
| Equitable Holdings, Inc. | 2,412 | $813.6K | 0.01% | +80+3.4% | Added |
| Crossmark Global Holdings, Inc. | 2,263 | $763.4K | 0.01% | +43+1.9% | Added |
| Keybank National Association | 2,146 | $723.9K | 0.00% | +12+0.6% | Added |
| Aviance Capital Partners, LLC | 2,128 | $717.8K | 0.09% | −240−10.1% | Reduced |
| Summit Financial, LLC | 2,111 | $712.0K | 0.01% | −40−1.9% | Reduced |
| We Are One Seven, LLC | 2,101 | $708.7K | 0.02% | +2,101 | New |
| HB Wealth Management, LLC | 2,083 | $702.6K | 0.00% | +722+53.0% | Added |
| Daiwa Securities Group Inc. | 2,080 | $702.0K | 0.00% | +2,080 | New |
| SG Americas Securities, LLC | 2,079 | $701.0K | 0.00% | −472−18.5% | Reduced |
| XTX Topco Ltd | 2,076 | $700.3K | 0.04% | +2,076 | New |
| Pier Capital, LLC | 2,071 | $698.6K | 0.11% | −1,614−43.8% | Reduced |
| Savvy Advisors, Inc. | 2,070 | $698.4K | 0.03% | +510+32.7% | Added |
| Pitcairn Co | 2,038 | $687.5K | 0.05% | −375−15.5% | Reduced |
| Precision Wealth Strategies, LLC | 2,036 | $686.8K | 0.22% | +2,036 | New |
| Journey Strategic Wealth LLC | 2,032 | $685.4K | 0.02% | −195−8.8% | Reduced |
| PDT Partners, LLC | 2,000 | $674.6K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,992 | $671.9K | 0.01% | −629−24.0% | Reduced |
| Flagship Harbor Advisors, LLC | 1,986 | $669.8K | 0.03% | −156−7.3% | Reduced |
| Jump Financial, LLC | 1,953 | $658.8K | 0.01% | +1,953 | New |
| Utah Retirement Systems | 1,948 | $657.1K | 0.01% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,935 | $652.7K | 0.19% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,854 | $625.4K | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,839 | $620.3K | 0.01% | +163+9.7% | Added |
| Hanlon Investment Management, Inc. | 1,820 | $614.0K | 0.37% | +1,820 | New |
| Cetera Trust Company, N.A | 1,820 | $613.9K | 0.34% | 00.0% | Unchanged |
| Commerce Bank | 1,780 | $600.4K | 0.00% | −83−4.5% | Reduced |
| Swiss Life Asset Management Ltd | 1,779 | $600.1K | 0.00% | +845+90.5% | Added |
| CAPROCK Group, Inc. | 1,827 | $589.3K | 0.01% | +1,827 | New |
| Evercore Wealth Management, LLC | 1,720 | $580.2K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,700 | $579.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,716 | $578.9K | 0.02% | +233+15.7% | Added |
| Kera Capital Partners, Inc. | 1,701 | $573.8K | 0.09% | +263+18.3% | Added |
| Greenleaf Trust | 1,697 | $572.4K | 0.01% | −30−1.7% | Reduced |
| Toronto Dominion Bank | 1,670 | $569.0K | 0.00% | +217+14.9% | Added |
| Harbor Investment Advisory, LLC | 1,675 | $565.0K | 0.05% | +615+58.0% | Added |
| Dakota Wealth Management | 1,653 | $557.7K | 0.01% | +895+118.1% | Added |
| AE Wealth Management LLC | 1,631 | $550.8K | 0.00% | −502−23.5% | Reduced |
| NorthRock Partners, LLC | 1,604 | $541.1K | 0.01% | +624+63.7% | Added |
| Jane Street Group, LLC | 1,565 | $527.9K | 0.00% | −1,615−50.8% | Reduced |
| Diversify Wealth Management, LLC | 1,680 | $504.4K | 0.03% | −107−6.0% | Reduced |
| Great Lakes Advisors, LLC | 1,493 | $503.6K | 0.00% | −12−0.8% | Reduced |
| Ethic Inc. | 1,459 | $492.2K | 0.01% | +136+10.3% | Added |
| Callan Family Office, LLC | 1,459 | $492.1K | 0.02% | +18+1.2% | Added |
| Quadrant Capital Group LLC | 1,457 | $491.5K | 0.02% | +25+1.7% | Added |
| Alamea Verwaltungs GmbH | 1,451 | $489.5K | 0.33% | −30−2.0% | Reduced |
| Aviva PLC | 1,443 | $486.8K | 0.00% | −515−26.3% | Reduced |
| Optimize Financial Inc | 1,416 | $477.6K | 0.25% | +1,416 | New |
| Bond & Devick Financial Network, Inc. | 1,400 | $472.2K | 0.14% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,397 | $471.2K | 0.00% | +1,397 | New |
| Chicago Partners Investment Group LLC | 1,448 | $465.9K | 0.01% | +322+28.6% | Added |
| Kovitz Investment Group Partners, LLC | 1,368 | $461.6K | 0.00% | +1,368 | New |
| Cambridge Investment Research Advisors, Inc. | 1,344 | $453.0K | 0.00% | −29−2.1% | Reduced |
| Net Worth Advisory Group | 1,334 | $450.1K | 0.13% | −71−5.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,329 | $448.3K | 0.01% | −1,906−58.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,326 | $447.3K | 0.23% | +1,326 | New |
| Parallel Advisors, LLC | 1,317 | $444.4K | 0.01% | −11−0.8% | Reduced |
| First Bank & Trust | 1,312 | $442.6K | 0.07% | −237−15.3% | Reduced |
| Hamilton Capital Partners Inc. | 1,284 | $433.1K | 0.02% | −406−24.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,335 | $432.7K | 0.01% | +1,335 | New |
| Sivia Capital Partners, LLC | 1,280 | $431.8K | 0.12% | +142+12.5% | Added |
| Jones Financial Companies LLLP | 1,260 | $431.4K | 0.00% | +456+56.7% | Added |
| Ritholtz Wealth Management | 1,276 | $430.3K | 0.01% | +258+25.3% | Added |
| Shelton Capital Management | 1,268 | $427.7K | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 822 | $425.8K | 0.01% | +822 | New |
| Insight Wealth Partners, LLC | 1,254 | $423.0K | 0.19% | +31+2.5% | Added |
| Fifth Third Wealth Advisors LLC | 1,249 | $421.3K | 0.02% | +21+1.7% | Added |
| Fielder Capital Group LLC | 1,234 | $416.3K | 0.09% | +2+0.2% | Added |
| Belpointe Asset Management LLC | 1,215 | $409.8K | 0.02% | +21+1.8% | Added |
| Fieldview Capital Management, LLC | 1,212 | $408.8K | 0.07% | −12,980−91.5% | Reduced |
| CIBC Asset Management Inc | 1,193 | $402.4K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,193 | $402.3K | 0.03% | +94+8.6% | Added |
| Caerus Investment Advisors, LLC | 1,160 | $391.3K | 0.16% | +1,160 | New |
| Walleye Trading LLC | 1,158 | $390.6K | 0.01% | +1,158 | New |
| Hilltop Holdings Inc. | 1,146 | $386.7K | 0.02% | +16+1.4% | Added |
| Optas, LLC | 1,146 | $386.6K | 0.07% | −8−0.7% | Reduced |
| 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 |
| NewEdge Wealth, LLC | 1,265 | $383.9K | 0.01% | +1+0.1% | Added |
| Ci Investments Inc. | 1,131 | $382.0K | 0.00% | −127−10.1% | Reduced |