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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 776 | $208.7K | 0.03% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 613 | $206.8K | 0.01% | +613 | New |
| Central Pacific Bank - Trust Division | 610 | $205.8K | 0.02% | −100−14.1% | Reduced |
| Quantum Financial Advisors, LLC | 610 | $205.7K | 0.03% | +610 | New |
| waypoint wealth counsel | 603 | $203.4K | 0.08% | +603 | New |
| Snowden Capital Advisors LLC | 601 | $202.8K | 0.01% | +601 | New |
| Kingsview Wealth Management, LLC | 599 | $202.1K | 0.00% | +599 | New |
| Old National Bancorp | 593 | $200.0K | 0.00% | +593 | New |
| TD Private Client Wealth LLC | 577 | $194.6K | 0.00% | −203−26.0% | Reduced |
| Versant Capital Management, Inc | 554 | $186.9K | 0.03% | +15+2.8% | Added |
| CIBC Private Wealth Group, LLC | 539 | $181.8K | 0.00% | +140+35.1% | Added |
| National Bank of Canada | 519 | $174.9K | 0.00% | −265−33.8% | Reduced |
| Global Retirement Partners, LLC | 497 | $167.8K | 0.00% | +374+304.1% | Added |
| State of Wyoming | 495 | $167.0K | 0.02% | −1,621−76.6% | Reduced |
| IFP Advisors, Inc | 453 | $152.8K | 0.00% | −371−45.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 448 | $151.4K | 0.00% | +239+114.4% | Added |
| Shell Asset Management Co | 413 | $139.0K | 0.01% | −656−61.4% | Reduced |
| Farther Finance Advisors, LLC | 406 | $137.0K | 0.00% | +179+78.9% | Added |
| Umb Bank N A | 403 | $135.9K | 0.00% | +5+1.3% | Added |
| Hantz Financial Services, Inc. | 367 | $124.0K | 0.00% | +241+191.3% | Added |
| Twin Tree Management, LP | 334 | $112.7K | 0.01% | −86,190−99.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 270 | $91.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 253 | $85.3K | 0.03% | +161+175.0% | Added |
| Massmutual Trust Co FSB | 243 | $82.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 239 | $80.6K | 0.00% | +239 | New |
| WealthCollab, LLC | 238 | $80.3K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 231 | $78.0K | 0.04% | +113+95.8% | Added |
| Signaturefd, LLC | 222 | $74.9K | 0.00% | +7+3.3% | Added |
| Bessemer Group Inc | 215 | $72.0K | 0.00% | +39+22.2% | Added |
| Clearstead Advisors, LLC | 199 | $67.1K | 0.00% | −38−16.0% | Reduced |
| Parkside Financial Bank & Trust | 196 | $66.1K | 0.01% | −470−70.6% | Reduced |
| Root Financial Partners, LLC | 196 | $66.1K | 0.00% | +196 | New |
| Smartleaf Asset Management LLC | 185 | $63.0K | 0.00% | +73+65.2% | Added |
| Piscataqua Savings Bank | 180 | $60.7K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $59.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 171 | $57.7K | 0.00% | +171 | New |
| Huntington National Bank | 169 | $57.0K | 0.00% | −239−58.6% | Reduced |
| Assetmark, Inc | 161 | $54.3K | 0.00% | −5−3.0% | Reduced |
| Maseco LLP | 160 | $53.9K | 0.00% | +1+0.6% | Added |
| Principal Securities, Inc. | 156 | $52.6K | 0.00% | +45+40.5% | Added |
| Cullen/Frost Bankers, Inc. | 142 | $48.0K | 0.00% | −84−37.2% | Reduced |
| Addison Advisors LLC | 140 | $47.2K | 0.01% | +16+12.9% | Added |
| Quent Capital, LLC | 136 | $45.9K | 0.00% | +136 | New |
| Key Financial Inc | 137 | $45.3K | 0.01% | −15−9.9% | Reduced |
| LRI Investments, LLC | 129 | $43.6K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 120 | $40.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 110 | $37.1K | 0.00% | +110 | New |
| Bell Investment Advisors, Inc | 106 | $35.8K | 0.01% | −14−11.7% | Reduced |
| SJS Investment Consulting Inc. | 105 | $35.4K | 0.00% | +100+2,000.0% | Added |
| NBC Securities, Inc. | 101 | $34.1K | 0.00% | −17−14.4% | Reduced |
| Danske Bank A/S | 100 | $33.7K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 86 | $29.1K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 85 | $28.5K | 0.01% | +1+1.2% | Added |
| Quarry LP | 84 | $28.3K | 0.01% | −147−63.6% | Reduced |
| Optiver Holding B.V. | 81 | $27.3K | 0.00% | −34−29.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 79 | $26.6K | 0.02% | +47+146.9% | Added |
| Salem Investment Counselors Inc | 75 | $25.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69 | $23.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 68 | $23.0K | 0.01% | −45−39.8% | Reduced |
| Harbor Asset Planning, Inc. | 67 | $22.6K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 62 | $20.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $20.9K | 0.01% | +1+1.6% | Added |
| Bryn Mawr Trust Co | 60 | $20.2K | 0.00% | −1,287−95.5% | Reduced |
| Hemington Wealth Management | 58 | $19.0K | 0.00% | +7+13.7% | Added |
| Tradewinds Capital Management, LLC | 55 | $18.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 50 | $16.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 49 | $16.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $15.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 42 | $14.0K | 0.00% | +42 | New |
| Harbour Investments, Inc. | 41 | $13.8K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 41 | $13.8K | 0.00% | +41 | New |
| Bartlett & Co. Wealth Management LLC | 40 | $13.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 34 | $11.5K | 0.00% | +34 | New |
| BFSG, LLC | 32 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $10.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $10.5K | 0.00% | +2+6.9% | Added |
| JFS Wealth Advisors, LLC | 29 | $9.78K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 29 | $9.78K | 0.00% | +29 | New |
| Larson Financial Group LLC | 28 | $9.46K | 0.00% | +26+1,300.0% | Added |
| Scarborough Advisors, LLC | 26 | $8.77K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 25 | $8.43K | 0.00% | +25 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $7.42K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 22 | $7.42K | 0.00% | +22 | New |
| Ameritas Advisory Services, LLC | 22 | $7.42K | 0.00% | −3−12.0% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $7.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $7.08K | 0.00% | +3+16.7% | Added |
| JPL Wealth Management, LLC | 19 | $6.41K | 0.00% | +19 | New |
| Activest Wealth Management | 17 | $5.73K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 15 | $5.06K | 0.00% | +15 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $4.72K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $4.72K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 13 | $4.38K | 0.00% | +13 | New |
| Navigoe, LLC | 13 | $4.00K | 0.00% | +13 | New |
| Westfuller Advisors, LLC | 11 | $3.87K | 0.00% | +11 | New |
| Atlantic Trust, LLC | 11 | $3.71K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $3.71K | 0.00% | +1+10.0% | Added |
| Sunbelt Securities, Inc. | 11 | $3.71K | 0.00% | +11 | New |
| WPG Advisers, LLC | 10 | $3.37K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 10 | $3.37K | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $3.37K | 0.00% | +10 | New |