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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 949 | $322.7K | 0.01% | −68−6.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 969 | $329.7K | 0.00% | +76+8.5% | Added |
| Norden Group LLC | 971 | $330.3K | 0.03% | −17−1.7% | Reduced |
| Narus Financial Partners, LLC | 979 | $333.1K | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co | 896 | $335.1K | 0.00% | +99+12.4% | Added |
| Skopos Labs, Inc. | 967 | $335.7K | 0.02% | +191+24.6% | Added |
| Moody Aldrich Partners LLC | 987 | $335.8K | 0.06% | −2−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 992 | $337.5K | 0.00% | +315+46.5% | Added |
| Courier Capital LLC | 1,000 | $340.3K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 1,000 | $340.3K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,000 | $340.3K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 915 | $341.3K | 0.01% | +35+4.0% | Added |
| Linden Thomas Advisory Services, LLC | 1,004 | $341.6K | 0.03% | −15−1.5% | Reduced |
| Toroso Investments, LLC | 1,011 | $344.0K | 0.00% | +38+3.9% | Added |
| Joel Isaacson & Co., LLC | 1,021 | $347.3K | 0.01% | +261+34.3% | Added |
| Childress Capital Advisors, LLC | 1,027 | $349.4K | 0.06% | +1,027 | New |
| SageView Advisory Group, LLC | 1,036 | $352.6K | 0.01% | −3−0.3% | Reduced |
| Evoke Wealth, LLC | 1,049 | $356.9K | 0.01% | −32−3.0% | Reduced |
| Centurion Wealth Management LLC | 1,050 | $357.3K | 0.08% | 00.0% | Unchanged |
| Dundas Partners LLP | 1,069 | $363.7K | 0.03% | +152+16.6% | Added |
| Pekin Hardy Strauss, Inc. | 1,070 | $364.1K | 0.03% | −55−4.9% | Reduced |
| Hilltop Holdings Inc. | 1,077 | $366.2K | 0.02% | −69−6.0% | Reduced |
| KBC Group NV | 1,085 | $369.0K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,091 | $371.2K | 0.03% | +116+11.9% | Added |
| Global Retirement Partners, LLC | 1,105 | $375.9K | 0.01% | +608+122.3% | Added |
| Waddell & Associates, LLC | 1,113 | $378.7K | 0.03% | +55+5.2% | Added |
| Lido Advisors, LLC | 1,121 | $379.5K | 0.00% | +375+50.3% | Added |
| NewEdge Wealth, LLC | 1,117 | $380.1K | 0.00% | −148−11.7% | Reduced |
| Stephens Inc | 1,136 | $386.5K | 0.00% | +28+2.5% | Added |
| National Bank of Canada | 1,145 | $389.7K | 0.00% | +626+120.6% | Added |
| United Capital Financial Advisers, LLC | 1,151 | $391.6K | 0.00% | +456+65.6% | Added |
| Atomi Financial Group, Inc. | 1,152 | $392.0K | 0.01% | +111+10.7% | Added |
| Belpointe Asset Management LLC | 1,156 | $393.3K | 0.01% | −59−4.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,167 | $397.0K | 0.00% | −177−13.2% | Reduced |
| Laird Norton Trust Company, LLC | 1,172 | $398.8K | 0.01% | +1,172 | New |
| AE Wealth Management LLC | 1,172 | $399.4K | 0.00% | −459−28.1% | Reduced |
| CIBC Asset Management Inc | 1,193 | $405.9K | 0.00% | 00.0% | Unchanged |
| Massar Capital Management, LP | 1,197 | $407.3K | 0.08% | +1,197 | New |
| Custom Index Systems, LLC | 1,203 | $409.3K | 0.18% | +1,203 | New |
| Cambria Investment Management, L.P. | 1,222 | $415.8K | 0.02% | +578+89.8% | Added |
| Fifth Third Wealth Advisors LLC | 1,233 | $419.5K | 0.01% | −16−1.3% | Reduced |
| First Bank & Trust | 1,235 | $420.2K | 0.07% | −77−5.9% | Reduced |
| GAMMA Investing LLC | 1,242 | $422.6K | 0.02% | +193+18.4% | Added |
| Camden Capital, LLC | 1,244 | $423.5K | 0.03% | +51+4.3% | Added |
| Insight Wealth Partners, LLC | 1,254 | $426.7K | 0.18% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 1,254 | $426.7K | 0.03% | +1,254 | New |
| Shelton Capital Management | 1,268 | $431.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,270 | $432.1K | 0.01% | −59−4.4% | Reduced |
| North Dakota State Investment Board | 1,304 | $443.7K | 0.02% | +1,304 | New |
| Sivia Capital Partners, LLC | 1,311 | $446.1K | 0.09% | +31+2.4% | Added |
| Gateway Investment Advisers LLC | 1,326 | $451.2K | 0.00% | +276+26.3% | Added |
| NorthCrest Asset Manangement, LLC | 1,262 | $460.0K | 0.01% | −73−5.5% | Reduced |
| Ethic Inc. | 1,370 | $466.3K | 0.01% | −89−6.1% | Reduced |
| Great Lakes Advisors, LLC | 1,389 | $472.6K | 0.00% | −104−7.0% | Reduced |
| Fielder Capital Group LLC | 1,395 | $474.6K | 0.10% | +161+13.0% | Added |
| Bond & Devick Financial Network, Inc. | 1,400 | $476.4K | 0.13% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,436 | $488.6K | 0.25% | +20+1.4% | Added |
| Johnson Investment Counsel Inc | 1,441 | $490.3K | 0.00% | +44+3.1% | Added |
| Quadrant Capital Group LLC | 1,444 | $491.3K | 0.01% | −13−0.9% | Reduced |
| Wealthspire Advisors, LLC | 1,457 | $495.7K | 0.00% | +543+59.4% | Added |
| Keybank National Association | 1,462 | $497.4K | 0.00% | −684−31.9% | Reduced |
| National Asset Management, Inc. | 1,491 | $507.2K | 0.02% | +1,491 | New |
| HSBC Holdings PLC | 1,490 | $507.9K | 0.00% | −7,075−82.6% | Reduced |
| Jane Street Group, LLC | 1,496 | $509.0K | 0.00% | −69−4.4% | Reduced |
| Callan Family Office, LLC | 1,497 | $509.4K | 0.01% | +38+2.6% | Added |
| Elevated Capital Advisors, LLC | 1,502 | $511.0K | 0.12% | +387+34.7% | Added |
| Ritholtz Wealth Management | 1,505 | $511.9K | 0.01% | +229+17.9% | Added |
| Northwest & Ethical Investments L.P. | 1,532 | $526.5K | 0.01% | −168−9.9% | Reduced |
| Precision Wealth Strategies, LLC | 1,561 | $531.1K | 0.17% | −475−23.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,546 | $559.7K | 0.01% | +98+6.8% | Added |
| Harbor Investment Advisory, LLC | 1,645 | $559.7K | 0.04% | −30−1.8% | Reduced |
| Net Worth Advisory Group | 1,652 | $562.1K | 0.11% | +318+23.8% | Added |
| EP Wealth Advisors, LLC | 1,698 | $577.8K | 0.00% | +1,698 | New |
| Jones Financial Companies LLLP | 1,701 | $578.7K | 0.00% | +441+35.0% | Added |
| Greenleaf Trust | 1,701 | $578.8K | 0.01% | +4+0.2% | Added |
| Dakota Wealth Management | 1,707 | $580.8K | 0.01% | +54+3.3% | Added |
| Hanlon Investment Management, Inc. | 1,708 | $581.2K | 0.32% | −112−6.2% | Reduced |
| Evercore Wealth Management, LLC | 1,720 | $585.2K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,728 | $588.0K | 0.01% | +598+52.9% | Added |
| Toronto Dominion Bank | 1,734 | $589.0K | 0.00% | +64+3.8% | Added |
| GWM Advisors LLC | 1,740 | $592.0K | 0.00% | +778+80.9% | Added |
| Diversify Wealth Management, LLC | 1,648 | $602.8K | 0.03% | −32−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,774 | $603.6K | 0.02% | +58+3.4% | Added |
| Commerce Bank | 1,778 | $605.0K | 0.00% | −2−0.1% | Reduced |
| Fieldview Capital Management, LLC | 1,787 | $608.0K | 0.10% | +575+47.4% | Added |
| Argonautica Private Wealth Management, Inc | 1,807 | $614.8K | 0.18% | −128−6.6% | Reduced |
| Vise Technologies, Inc. | 1,808 | $615.2K | 0.01% | +1,051+138.8% | Added |
| Cetera Trust Company, N.A | 1,820 | $619.3K | 0.33% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,839 | $625.7K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,854 | $630.8K | 0.04% | 00.0% | Unchanged |
| J2 Capital Management Inc | 1,871 | $636.6K | 0.46% | +1,871 | New |
| RSM US Wealth Management LLC | 1,857 | $638.1K | 0.01% | −135−6.8% | Reduced |
| Savvy Advisors, Inc. | 1,919 | $652.8K | 0.02% | −151−7.3% | Reduced |
| Utah Retirement Systems | 1,948 | $662.8K | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,000 | $680.5K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,024 | $688.7K | 0.02% | −8−0.4% | Reduced |
| Summit Financial, LLC | 2,053 | $698.5K | 0.01% | −58−2.7% | Reduced |
| Aviance Capital Partners, LLC | 2,128 | $724.1K | 0.08% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,095 | $740.1K | 0.09% | +394+23.2% | Added |
| HB Wealth Management, LLC | 2,202 | $749.2K | 0.00% | +119+5.7% | Added |