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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, Q4 2025

Institutional positions in Evercore Inc. as of Dec 31, 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
636
+16 vs. Q3 2025
Shares held
34.9M
+211.2K (+0.6%) vs. Q3 2025
Total value
$11.9B
+$177.1M (+1.5%) vs. Q3 2025
New holders
85
201 more added
Sold out
69
253 more reduced

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 636 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 heldQ4 2025: $11.9B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2025.

Institutions holding EVR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Raleigh Capital Management Inc.0$130.00%0Unchanged
Dunhill Financial, LLC1$2640.00%+1New
Caitlin John, LLC1$3400.00%−14−93.3%Reduced
Kayne Anderson Rudnick Investment Management LLC1$3400.00%00.0%Unchanged
American National Bank1$3400.00%+1New
USA Financial Portformulas Corp1$3400.00%+1New
Abound Wealth Management1$4500.00%+1New
Financial Management Professionals, Inc.2$6810.00%00.0%Unchanged
Spire Wealth Management2$6810.00%+2New
Atlantic Private Wealth, LLC2$6820.00%+2New
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Avion Wealth5$1.00K0.00%+3+150.0%Added
AdvisorNet Financial, Inc3$1.02K0.00%00.0%Unchanged
Crewe Advisors LLC3$1.02K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$1.02K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC3$1.02K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1.02K0.00%00.0%Unchanged
ORG Partners LLC4$1.36K0.00%−25−86.2%Reduced
Bay Harbor Wealth Management, LLC4$1.36K0.00%00.0%Unchanged
Leonteq Securities AG4$1.36K0.00%+4New
Rossby Financial, LCC4$1.36K0.00%+4New
Investors Portfolio Services LLC5$1.66K0.00%+5New
Cromwell Holdings LLC5$1.70K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC5$1.70K0.00%−17−77.3%Reduced
Optiver Holding B.V.6$2.04K0.00%−75−92.6%Reduced
South State Corp.6$2.04K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.04K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.6$2.04K0.00%+6New
McGuire Capital Advisors Inc6$2.04K0.00%+6New
Principia Wealth Advisory, LLC7$2.38K0.00%00.0%Unchanged
Hughes Financial Services, LLC7$2.38K0.00%00.0%Unchanged
Creative Financial Designs Inc8$2.72K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$2.72K0.00%00.0%Unchanged
Optima Capital LLC8$2.72K0.00%+8New
Bogart Wealth, LLC9$3.06K0.00%00.0%Unchanged
High Note Wealth, LLC9$3.06K0.00%+9New
North Star Investment Management Corp.10$3.40K0.00%+8+400.0%Added
WPG Advisers, LLC10$3.40K0.00%00.0%Unchanged
Sunbelt Securities, Inc.11$3.74K0.00%00.0%Unchanged
Atlantic Trust, LLC11$3.74K0.00%00.0%Unchanged
Sound Income Strategies, LLC10$3.79K0.00%00.0%Unchanged
Westfuller Advisors, LLC11$3.91K0.00%00.0%Unchanged
Navigoe, LLC13$4.00K0.00%00.0%Unchanged
Rialto Wealth Management, LLC12$4.08K0.00%+1+9.1%Added
Atlas Capital Advisors LLC12$4.08K0.00%+12New
Altshuler Shaham Ltd13$4.42K0.00%00.0%Unchanged
ZRC Wealth Management, LLC13$4.42K0.00%+7+116.7%Added
Bellevue Asset Management, LLC14$4.76K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC14$4.76K0.00%00.0%Unchanged
Cornerstone Planning Group LLC14$5.08K0.00%+14New
Wealth Watch Advisors, INC16$5.44K0.00%+6+60.0%Added
Meeder Asset Management Inc20$6.80K0.00%−5−20.0%Reduced
UMA Financial Services, Inc.20$6.80K0.00%−1−4.8%Reduced
Signature Equity Partners, LLC20$6.81K0.00%+20New
Prestige Wealth Management Group LLC21$7.15K0.00%00.0%Unchanged
Toth Financial Advisory Corp22$7.49K0.00%00.0%Unchanged
Rakuten Securities, Inc.22$7.49K0.00%+22New
Basecamp Wealth Advisors LLC22$7.49K0.00%+22New
Activest Wealth Management24$8.17K0.00%+7+41.2%Added
Scarborough Advisors, LLC26$8.85K0.00%00.0%Unchanged
BFSG, LLC32$10.9K0.00%00.0%Unchanged
Private Wealth Management Group, LLC32$10.9K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc33$11.2K0.00%+2+6.5%Added
Aster Capital Management (DIFC) Ltd37$12.6K0.01%−1,289−97.2%Reduced
JFS Wealth Advisors, LLC37$12.6K0.00%+8+27.6%Added
Harbour Investments, Inc.40$13.6K0.00%−1−2.4%Reduced
Bartlett & Co. Wealth Management LLC40$13.6K0.00%00.0%Unchanged
REAP Financial Group, LLC41$13.9K0.00%00.0%Unchanged
Larson Financial Group LLC41$14.0K0.00%+13+46.4%Added
Smithfield Trust Co42$14.0K0.00%00.0%Unchanged
Salomon & Ludwin, LLC41$14.9K0.00%+41New
GHP Investment Advisors, Inc.45$15.3K0.00%00.0%Unchanged
CoreCap Advisors, LLC48$16.3K0.00%−1−2.0%Reduced
Group One Trading, L.P.48$16.3K0.00%+48New
Tradewinds Capital Management, LLC55$18.7K0.00%00.0%Unchanged
Fortitude Family Office, LLC58$19.7K0.00%−4−6.5%Reduced
Bryn Mawr Trust Co60$20.4K0.00%00.0%Unchanged
Manchester Capital Management LLC60$20.4K0.00%+10+20.0%Added
CVA Family Office, LLC62$21.1K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.67$22.8K0.02%00.0%Unchanged
Elyxium Wealth, LLC71$24.2K0.01%+71New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.69$24.2K0.00%00.0%Unchanged
V-Square Quantitative Management LLC76$25.9K0.00%+76New
Vermillion & White Wealth Management Group, LLC79$26.9K0.01%00.0%Unchanged
Close Asset Management Ltd80$27.0K0.00%+80New
Ancora Advisors, LLC80$27.2K0.00%+80New
Whittier Trust Co of Nevada Inc78$29.2K0.00%+78New
Hurley Capital, LLC87$29.4K0.02%+1+1.2%Added
Danske Bank A/S100$34.0K0.00%00.0%Unchanged
Palladiem, LLC100$34.4K0.03%+100New
NBC Securities, Inc.101$34.4K0.00%00.0%Unchanged
Eurizon Capital SGR S.p.A.102$35.0K0.00%+102New
Bell Investment Advisors, Inc106$36.1K0.01%00.0%Unchanged
Keating Financial Advisory Services, Inc.106$36.1K0.00%+106New
Parkside Financial Bank & Trust106$36.1K0.00%−90−45.9%Reduced
SJS Investment Consulting Inc.115$39.1K0.00%+10+9.5%Added
Quent Capital, LLC115$39.2K0.00%−21−15.4%Reduced
Osterweis Capital Management Inc120$40.8K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.121$41.2K0.00%+121New
Cullen/Frost Bankers, Inc.127$43.1K0.00%−15−10.6%Reduced