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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.

Institutional holdersQ3 2025: 629 institutions
Q1 2021: 411 institutionsQ2 2021: 429 institutionsQ3 2021: 426 institutionsQ4 2021: 439 institutionsQ1 2022: 406 institutionsQ2 2022: 382 institutionsQ3 2022: 369 institutionsQ4 2022: 395 institutionsQ1 2023: 421 institutionsQ2 2023: 400 institutionsQ3 2023: 398 institutionsQ4 2023: 437 institutionsQ1 2024: 474 institutionsQ2 2024: 471 institutionsQ3 2024: 514 institutionsQ4 2024: 584 institutionsQ1 2025: 551 institutionsQ2 2025: 566 institutionsQ3 2025: 629 institutionsQ4 2025: 636 institutionsQ1 2026: 657 institutionsQ2 2026: 714 institutions
Value heldQ3 2025: $11.7B
Q1 2021: $4.93BQ2 2021: $5.03BQ3 2021: $4.64BQ4 2021: $4.67BQ1 2022: $3.78BQ2 2022: $2.98BQ3 2022: $2.66BQ4 2022: $3.58BQ1 2023: $3.75BQ2 2023: $4.14BQ3 2023: $4.59BQ4 2023: $5.70BQ1 2024: $6.47BQ2 2024: $7.04BQ3 2024: $8.41BQ4 2024: $9.23BQ1 2025: $6.87BQ2 2025: $9.65BQ3 2025: $11.7BQ4 2025: $11.9BQ1 2026: $10.5BQ2 2026: $12.2B
Institutions holding EVR and their total value by quarter
QuarterHoldersValue
Q2 2026714$12.2B
Q1 2026657$10.5B
Q4 2025636$11.9B
Q3 2025629$11.7B
Q2 2025566$9.65B
Q1 2025551$6.87B
Q4 2024584$9.23B
Q3 2024514$8.41B
Q2 2024471$7.04B
Q1 2024474$6.47B
Q4 2023437$5.70B
Q3 2023398$4.59B
Q2 2023400$4.14B
Q1 2023421$3.75B
Q4 2022395$3.58B
Q3 2022369$2.66B
Q2 2022382$2.98B
Q1 2022406$3.78B
Q4 2021439$4.67B
Q3 2021426$4.64B
Q2 2021429$5.03B
Q1 2021411$4.93B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2025.

Institutions holding EVR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sound Income Strategies, LLC10$3.14K0.00%00.0%Unchanged
Bogart Wealth, LLC9$3.04K0.00%00.0%Unchanged
Cloud Capital Management, LLC9$3.00K0.00%+9New
Creative Financial Designs Inc8$2.70K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$2.70K0.00%00.0%Unchanged
Horizon Investments, LLC8$2.70K0.00%+8New
Principia Wealth Advisory, LLC7$2.36K0.00%00.0%Unchanged
Hughes Financial Services, LLC7$2.16K0.00%00.0%Unchanged
South State Corp.6$2.02K0.00%00.0%Unchanged
Tortoise Investment Management, LLC6$2.02K0.00%+2+50.0%Added
ZRC Wealth Management, LLC6$2.02K0.00%+6New
DiNuzzo Private Wealth, Inc.6$1.93K0.00%00.0%Unchanged
Cromwell Holdings LLC5$1.69K0.00%00.0%Unchanged
Creekmur Asset Management LLC4$1.37K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC4$1.35K0.00%+2+100.0%Added
Bruce G. Allen Investments, LLC3$1.01K0.00%−4−57.1%Reduced
Crewe Advisors LLC3$1.01K0.00%00.0%Unchanged
AdvisorNet Financial, Inc3$1.01K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC3$1.01K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1.01K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.2$6750.00%00.0%Unchanged
North Star Investment Management Corp.2$6750.00%+2New
Breakwater Investment Management2$6750.00%+2New
North Capital, Inc.2$6750.00%+2New
Kayne Anderson Rudnick Investment Management LLC1$3370.00%00.0%Unchanged
SBI Securities Co., Ltd.1$3370.00%+1New
Raleigh Capital Management Inc.0$120.00%−2−100.0%Reduced
Avion Wealth2$00.00%00.0%Unchanged
Erste Asset Management GmbH0$00.00%−600−100.0%Sold out
Eminence Capital, LP0$00.00%−447,048−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−169,745−100.0%Sold out
Samlyn Capital, LLC0$00.00%−124,703−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−81,959−100.0%Sold out
PEAK6 LLC0$00.00%−48,396−100.0%Sold out
Hotchkis & Wiley Capital Management LLC0$00.00%−29,970−100.0%Sold out
Natixis0$00.00%−29,645−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−25,246−100.0%Sold out
CastleKnight Management LP0$00.00%−24,000−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−21,009−100.0%Sold out
IMC-Chicago, LLC0$00.00%−20,000−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−16,220−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−14,695−100.0%Sold out
Shilanski & Associates, Inc.0$00.00%−8,563−100.0%Sold out
Virtu Financial LLC0$00.00%−5,054−100.0%Sold out
Mackenzie Financial Corp0$00.00%−4,478−100.0%Sold out
Asset Management One Co.,Ltd.0$00.00%−4,326−100.0%Sold out
Oak Thistle LLC0$00.00%−3,967−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−3,700−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−3,556−100.0%Sold out
Isthmus Partners, LLC0$00.00%−3,465−100.0%Sold out
Oxford Asset Management LLP0$00.00%−2,780−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,660−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,641−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−2,463−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−2,169−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−1,741−100.0%Sold out
Waterway Wealth Management, LLC0$00.00%−1,688−100.0%Sold out
DRW Securities, LLC0$00.00%−1,583−100.0%Sold out
Readystate Asset Management LP0$00.00%−1,429−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,132−100.0%Sold out
Inceptionr LLC0$00.00%−983−100.0%Sold out
Clear Street Markets LLC0$00.00%−927−100.0%Sold out
Absolute Gestao de Investimentos Ltda.0$00.00%−827−100.0%Sold out
Ausbil Investment Management Ltd0$00.00%−824−100.0%Sold out
TownSquare Capital, LLC0$00.00%−811−100.0%Sold out
Choate Investment Advisors0$00.00%−800−100.0%Sold out
Westpac Banking Corp0$00.00%−245−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−204−100.0%Sold out
GeoWealth Management, LLC0$00.00%−104−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−99−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−60−100.0%Sold out
NewSquare Capital LLC0$00.00%−38−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−38−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−38−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−25−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−21−100.0%Sold out
Motco0$00.00%−9−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−10−100.0%Sold out
Proathlete Wealth Management LLC0$00.00%−4−100.0%Sold out
Stephens Consulting, LLC0$00.00%−3−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−2−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−1−100.0%Sold out
Private Trust Co NA0$00.00%−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