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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 1,130 | $381.2K | 0.00% | +1,130 | New |
| Acadian Asset Management LLC | 1,129 | $380.0K | 0.00% | +1,129 | New |
| Pekin Hardy Strauss, Inc. | 1,125 | $379.5K | 0.04% | −25−2.2% | Reduced |
| Foster & Motley Inc | 1,125 | $379.0K | 0.02% | −293−20.7% | Reduced |
| Elevated Capital Advisors, LLC | 1,115 | $376.2K | 0.09% | +1,115 | New |
| Stephens Inc | 1,108 | $373.8K | 0.00% | −10−0.9% | Reduced |
| Aaron Wealth Advisors | 1,108 | $373.8K | 0.02% | +1,108 | New |
| Brevan Howard Capital Management LP | 1,103 | $372.1K | 0.01% | −5,382−83.0% | Reduced |
| M&T Bank Corp | 1,086 | $366.3K | 0.00% | −619−36.3% | Reduced |
| KBC Group NV | 1,085 | $366.0K | 0.00% | +100+10.2% | Added |
| Evoke Wealth, LLC | 1,081 | $364.6K | 0.01% | +46+4.4% | Added |
| Waddell & Associates, LLC | 1,058 | $356.9K | 0.03% | +1,058 | New |
| 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 |
| GAMMA Investing LLC | 1,049 | $353.8K | 0.02% | +141+15.5% | Added |
| Harvest Investment Services, LLC | 1,047 | $353.0K | 0.07% | +1,047 | New |
| Atomi Financial Group, Inc. | 1,041 | $351.2K | 0.01% | +143+15.9% | Added |
| SageView Advisory Group, LLC | 1,039 | $350.4K | 0.01% | +1,039 | New |
| Transamerica Financial Advisors, Inc. | 1,027 | $346.1K | 0.03% | +1,027 | New |
| Catalytic Wealth RIA, LLC | 1,023 | $345.1K | 0.01% | +1,023 | New |
| Linden Thomas Advisory Services, LLC | 1,019 | $343.7K | 0.03% | −11−1.1% | Reduced |
| Sagespring Wealth Partners, LLC | 1,017 | $343.1K | 0.01% | +75+8.0% | Added |
| 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 |
| Moody Aldrich Partners LLC | 989 | $333.6K | 0.06% | −3−0.3% | Reduced |
| Norden Group LLC | 988 | $333.1K | 0.03% | −73−6.9% | Reduced |
| Narus Financial Partners, LLC | 979 | $330.2K | 0.09% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 975 | $328.9K | 0.02% | +208+27.1% | Added |
| Toroso Investments, LLC | 973 | $328.2K | 0.00% | −1,622−62.5% | Reduced |
| Rothschild Investment LLC | 972 | $327.9K | 0.02% | +965+13,785.7% | Added |
| GWM Advisors LLC | 962 | $324.5K | 0.00% | +902+1,503.3% | Added |
| Valeo Financial Advisors, LLC | 947 | $319.4K | 0.01% | +27+2.9% | Added |
| Inscription Capital, LLC | 931 | $314.1K | 0.03% | +931 | New |
| Perigon Wealth Management, LLC | 931 | $314.1K | 0.01% | +931 | New |
| Integrated Wealth Concepts LLC | 929 | $313.4K | 0.00% | +929 | New |
| Forum Financial Management, LP | 927 | $312.7K | 0.00% | +1+0.1% | Added |
| Oppenheimer Asset Management Inc. | 926 | $312.4K | 0.00% | −627−40.4% | Reduced |
| Dundas Partners LLP | 917 | $309.3K | 0.02% | +917 | New |
| Wealthspire Advisors, LLC | 914 | $308.3K | 0.00% | −66−6.7% | Reduced |
| Prelude Capital Management, LLC | 909 | $306.6K | 0.02% | +17+1.9% | Added |
| Park Avenue Securities LLC | 907 | $306.0K | 0.00% | −69−7.1% | Reduced |
| Profund Advisors LLC | 903 | $304.6K | 0.01% | +70+8.4% | Added |
| CIBC World Markets Inc. | 899 | $303.3K | 0.00% | +899 | New |
| Ronald Blue Trust, Inc. | 897 | $302.6K | 0.00% | −95−9.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 897 | $302.6K | 0.01% | +35+4.1% | Added |
| Jackson Thornton Asset Management, LLC | 951 | $302.4K | 0.03% | +951 | New |
| Wiley Bros.-Aintree Capital, LLC | 893 | $301.4K | 0.00% | +893 | New |
| Everence Capital Management Inc | 880 | $297.0K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 872 | $294.1K | 0.00% | +76+9.5% | Added |
| Keebeck Alpha, LP | 867 | $292.5K | 0.41% | +76+9.6% | Added |
| Investment House LLC | 850 | $286.7K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 880 | $285.3K | 0.01% | +20+2.3% | Added |
| Oppenheimer & Co Inc | 842 | $284.0K | 0.00% | +9+1.1% | Added |
| Wetherby Asset Management Inc | 826 | $278.6K | 0.01% | +18+2.2% | Added |
| Kendall Capital Management | 825 | $278.3K | 0.06% | −55−6.3% | Reduced |
| Brown Miller Wealth Management, LLC | 807 | $272.2K | 0.08% | +807 | New |
| Wealthstream Advisors, Inc. | 806 | $271.9K | 0.04% | +10+1.3% | Added |
| Parcion Private Wealth LLC | 801 | $270.2K | 0.02% | +801 | New |
| Planned Solutions, Inc. | 800 | $269.9K | 0.09% | 00.0% | Unchanged |
| Anb Bank | 797 | $268.8K | 0.11% | +797 | New |
| Ingalls & Snyder LLC | 789 | $266.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 787 | $265.5K | 0.00% | +787 | New |
| Whittier Trust Co | 797 | $262.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 763 | $257.4K | 0.00% | +314+69.9% | Added |
| Joel Isaacson & Co., LLC | 760 | $256.4K | 0.01% | +2+0.3% | Added |
| Matauro, LLC | 758 | $255.6K | 0.04% | −118−13.5% | Reduced |
| Vise Technologies, Inc. | 757 | $255.4K | 0.01% | +757 | New |
| Destination Wealth Management | 755 | $254.7K | 0.01% | +755 | New |
| Sym Financial Corp | 747 | $252.0K | 0.03% | +747 | New |
| Lido Advisors, LLC | 746 | $251.7K | 0.00% | +746 | New |
| Meeder Advisory Services, Inc. | 744 | $250.8K | 0.01% | +744 | New |
| Symphony Financial, Ltd. Co. | 715 | $240.7K | 0.03% | +715 | New |
| Capital Performance Advisors LLP | 709 | $239.0K | 0.04% | +709 | New |
| Trust Point Inc. | 706 | $238.2K | 0.02% | +706 | New |
| Voleon Capital Management LP | 701 | $236.5K | 0.01% | +701 | New |
| Azimuth Capital Investment Management LLC | 700 | $236.1K | 0.01% | +700 | New |
| Arlington Trust Co LLC | 699 | $235.8K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 695 | $234.4K | 0.00% | +695 | New |
| Cooper Financial Group | 693 | $233.8K | 0.03% | +693 | New |
| Resources Investment Advisors, LLC. | 689 | $232.4K | 0.00% | +689 | New |
| Retirement Guys Formula LLC | 681 | $229.7K | 0.08% | −166−19.6% | Reduced |
| Warren Averett Asset Management, LLC | 677 | $228.4K | 0.00% | +677 | New |
| Denali Advisors LLC | 675 | $227.7K | 0.03% | −656−49.3% | Reduced |
| Quest Partners LLC | 672 | $226.7K | 0.01% | −39−5.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 670 | $226.0K | 0.00% | +670 | New |
| Argent Trust Co | 669 | $225.7K | 0.01% | +669 | New |
| Abel Hall, LLC | 668 | $225.3K | 0.09% | +668 | New |
| Rafferty Asset Management, LLC | 667 | $225.0K | 0.00% | +667 | New |
| Dark Forest Capital Management LP | 663 | $223.6K | 0.01% | +663 | New |
| Keystone Financial Services | 659 | $222.3K | 0.07% | +659 | New |
| Mutual Advisors, LLC | 695 | $220.8K | 0.00% | +695 | New |
| Baker Avenue Asset Management, LP | 646 | $217.9K | 0.01% | +646 | New |
| Cambria Investment Management, L.P. | 644 | $217.2K | 0.01% | +644 | New |
| Cypress Capital, LLC | 641 | $216.2K | 0.06% | +641 | New |
| TCG Advisory Services, LLC | 637 | $214.9K | 0.01% | +637 | New |
| Moody National Bank Trust Division | 636 | $214.5K | 0.02% | +636 | New |
| GW Henssler & Associates Ltd | 633 | $213.5K | 0.01% | +633 | New |
| Vestcor Inc | 629 | $212.0K | 0.01% | −1,779−73.9% | Reduced |
| Hohimer Wealth Management, LLC | 622 | $209.8K | 0.03% | +622 | New |