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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LRI Investments, LLC | 129 | $44.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 132 | $44.9K | 0.01% | −8−5.7% | Reduced |
| Key Financial Inc | 137 | $46.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 155 | $52.7K | 0.00% | −6−3.7% | Reduced |
| Greenline Wealth Management LLC | 155 | $52.8K | 0.05% | +155 | New |
| Kestra Advisory Services, LLC | 159 | $54.2K | 0.00% | +159 | New |
| Maseco LLP | 160 | $54.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 171 | $58.2K | 0.00% | +2+1.2% | Added |
| First Horizon Corp | 174 | $59.2K | 0.00% | +3+1.8% | Added |
| Piscataqua Savings Bank | 180 | $61.2K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 182 | $62.0K | 0.00% | −16,021−98.9% | Reduced |
| Clearstead Advisors, LLC | 198 | $67.4K | 0.00% | −1−0.5% | Reduced |
| Root Financial Partners, LLC | 204 | $69.4K | 0.00% | +8+4.1% | Added |
| Smartleaf Asset Management LLC | 208 | $71.7K | 0.00% | +23+12.4% | Added |
| Bessemer Group Inc | 214 | $72.0K | 0.00% | −1−0.5% | Reduced |
| State of Wyoming | 219 | $74.5K | 0.01% | −276−55.8% | Reduced |
| Covestor Ltd | 222 | $75.0K | 0.04% | −9−3.9% | Reduced |
| IFP Advisors, Inc | 229 | $77.9K | 0.00% | −224−49.4% | Reduced |
| Signaturefd, LLC | 231 | $78.6K | 0.00% | +9+4.1% | Added |
| WealthCollab, LLC | 238 | $81.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 241 | $82.0K | 0.00% | −2−0.8% | Reduced |
| True Wealth Design, LLC | 250 | $85.1K | 0.02% | −3−1.2% | Reduced |
| Torren Management, LLC | 271 | $92.2K | 0.05% | +271 | New |
| DV Trading LLC | 280 | $95.3K | 0.01% | +280 | New |
| CIBC Private Wealth Group, LLC | 287 | $97.7K | 0.00% | −252−46.8% | Reduced |
| SBI Securities Co., Ltd. | 301 | $102.4K | 0.00% | +300+30,000.0% | Added |
| Steward Partners Investment Advisory, LLC | 353 | $119.9K | 0.00% | −95−21.2% | Reduced |
| Umb Bank N A | 529 | $180.0K | 0.00% | +126+31.3% | Added |
| Central Pacific Bank - Trust Division | 550 | $187.1K | 0.02% | −60−9.8% | Reduced |
| TD Private Client Wealth LLC | 573 | $195.0K | 0.00% | −4−0.7% | Reduced |
| waypoint wealth counsel | 590 | $200.7K | 0.07% | −13−2.2% | Reduced |
| Bridgefront Capital, LLC | 592 | $201.4K | 0.05% | +592 | New |
| Snowden Capital Advisors LLC | 599 | $203.9K | 0.01% | −2−0.3% | Reduced |
| QRG Capital Management, Inc. | 603 | $205.2K | 0.00% | +603 | New |
| Trust Point Inc. | 621 | $211.3K | 0.02% | −85−12.0% | Reduced |
| Hohimer Wealth Management, LLC | 623 | $212.0K | 0.03% | +1+0.2% | Added |
| Versant Capital Management, Inc | 623 | $212.0K | 0.03% | +69+12.5% | Added |
| Destination Wealth Management | 627 | $213.3K | 0.01% | −128−17.0% | Reduced |
| Savant Capital, LLC | 629 | $214.2K | 0.00% | +629 | New |
| Bayforest Capital Ltd | 630 | $214.4K | 0.16% | +630 | New |
| GW Henssler & Associates Ltd | 633 | $215.4K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 634 | $215.7K | 0.00% | −61−8.8% | Reduced |
| Hantz Financial Services, Inc. | 636 | $216.0K | 0.00% | +269+73.3% | Added |
| Advyzon Investment Management, LLC | 640 | $217.8K | 0.03% | +640 | New |
| Optas, LLC | 642 | $218.4K | 0.03% | −504−44.0% | Reduced |
| Rafferty Asset Management, LLC | 650 | $221.2K | 0.00% | −17−2.5% | Reduced |
| Keystone Financial Services | 652 | $221.8K | 0.07% | −7−1.1% | Reduced |
| Hamilton Capital Partners Inc. | 668 | $227.3K | 0.01% | −616−48.0% | Reduced |
| Denali Advisors LLC | 669 | $227.7K | 0.03% | −6−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 675 | $229.7K | 0.00% | −14−2.0% | Reduced |
| Ausdal Financial Partners, Inc. | 677 | $230.4K | 0.01% | +677 | New |
| Retirement Guys Formula LLC | 678 | $230.6K | 0.11% | −3−0.4% | Reduced |
| Argent Trust Co | 687 | $233.8K | 0.01% | +18+2.7% | Added |
| Index Technologies Group LLC | 687 | $233.8K | 0.24% | +687 | New |
| Central Trust Co | 689 | $234.4K | 0.00% | +579+526.4% | Added |
| Cypress Capital, LLC | 694 | $236.1K | 0.07% | +53+8.3% | Added |
| Matauro, LLC | 707 | $240.5K | 0.04% | −51−6.7% | Reduced |
| Capital Performance Advisors LLP | 716 | $243.5K | 0.02% | +7+1.0% | Added |
| TCG Advisory Services, LLC | 718 | $244.4K | 0.01% | +81+12.7% | Added |
| Crestwood Advisors Group LLC | 725 | $246.7K | 0.00% | +725 | New |
| Caerus Investment Advisors, LLC | 731 | $248.7K | 0.08% | −429−37.0% | Reduced |
| Kendall Capital Management | 740 | $251.8K | 0.05% | −85−10.3% | Reduced |
| Ingalls & Snyder LLC | 746 | $254.0K | 0.01% | −43−5.4% | Reduced |
| Foster & Motley Inc | 748 | $255.0K | 0.01% | −377−33.5% | Reduced |
| Sym Financial Corp | 759 | $258.3K | 0.03% | +12+1.6% | Added |
| Abel Hall, LLC | 763 | $259.6K | 0.06% | +95+14.2% | Added |
| Jackson Thornton Asset Management, LLC | 697 | $260.7K | 0.02% | −254−26.7% | Reduced |
| Anb Bank | 769 | $261.7K | 0.10% | −28−3.5% | Reduced |
| Rothschild Investment LLC | 779 | $265.1K | 0.01% | −193−19.9% | Reduced |
| Planned Solutions, Inc. | 800 | $272.2K | 0.09% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 800 | $272.2K | 0.01% | +100+14.3% | Added |
| Farther Finance Advisors, LLC | 804 | $273.6K | 0.00% | +398+98.0% | Added |
| Whalen Wealth Management Inc. | 806 | $274.2K | 0.15% | −3,187−79.8% | Reduced |
| Allworth Financial LP | 811 | $275.9K | 0.00% | +48+6.3% | Added |
| L2 Asset Management, LLC | 821 | $279.3K | 0.04% | +821 | New |
| Greenspring Advisors, LLC | 823 | $280.0K | 0.02% | +823 | New |
| Valeo Financial Advisors, LLC | 825 | $280.7K | 0.01% | −122−12.9% | Reduced |
| Brown Miller Wealth Management, LLC | 827 | $281.4K | 0.08% | +20+2.5% | Added |
| Park Avenue Securities LLC | 829 | $282.0K | 0.00% | −78−8.6% | Reduced |
| Profund Advisors LLC | 833 | $283.4K | 0.01% | −70−7.8% | Reduced |
| Parcion Private Wealth LLC | 837 | $284.8K | 0.02% | +36+4.5% | Added |
| Oppenheimer & Co Inc | 848 | $288.5K | 0.00% | +6+0.7% | Added |
| Investment House LLC | 850 | $289.2K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 857 | $291.6K | 0.00% | +70+8.9% | Added |
| Ronald Blue Trust, Inc. | 868 | $295.3K | 0.00% | −29−3.2% | Reduced |
| Acadian Asset Management LLC | 870 | $296.0K | 0.00% | −259−22.9% | Reduced |
| Meeder Advisory Services, Inc. | 872 | $296.6K | 0.01% | +128+17.2% | Added |
| Everence Capital Management Inc | 880 | $299.0K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 888 | $302.1K | 0.01% | −9−1.0% | Reduced |
| Perigon Wealth Management, LLC | 907 | $308.6K | 0.01% | −24−2.6% | Reduced |
| PCM Encore, LLC | 910 | $309.6K | 0.07% | +910 | New |
| Inscription Capital, LLC | 921 | $313.5K | 0.03% | −10−1.1% | Reduced |
| Forum Financial Management, LP | 926 | $315.1K | 0.00% | −1−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 927 | $315.4K | 0.00% | +927 | New |
| Turtle Creek Wealth Advisors, LLC | 929 | $316.1K | 0.02% | +929 | New |
| CIBC World Markets Inc. | 937 | $318.8K | 0.00% | +38+4.2% | Added |
| Parallel Advisors, LLC | 945 | $321.7K | 0.01% | −372−28.2% | Reduced |
| Penserra Capital Management LLC | 948 | $322.0K | 0.00% | +948 | New |
| Portside Wealth Group, LLC | 947 | $322.2K | 0.04% | −196−17.1% | Reduced |
| Horizon Investments, LLC | 947 | $322.2K | 0.00% | +939+11,737.5% | Added |