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 |
|---|---|---|---|---|---|
| JMN Financial LLC | 2,232 | $759.5K | 0.76% | +2,232 | New |
| ExodusPoint Capital Management, LP | 2,237 | $761.1K | 0.01% | +2,237 | New |
| Crossmark Global Holdings, Inc. | 2,303 | $783.6K | 0.01% | +40+1.8% | Added |
| Banque Pictet & Cie SA | 2,357 | $802.0K | 0.01% | −553−19.0% | Reduced |
| Inceptionr LLC | 2,391 | $813.5K | 0.23% | +2,391 | New |
| Equitable Holdings, Inc. | 2,398 | $815.9K | 0.01% | −14−0.6% | Reduced |
| Sterling Capital Management LLC | 2,402 | $817.3K | 0.01% | −105−4.2% | Reduced |
| Impact Partnership Wealth, LLC | 2,416 | $822.1K | 0.11% | +2,416 | New |
| Prudential Financial Inc | 2,471 | $840.8K | 0.00% | −1,456−37.1% | Reduced |
| Sierra Summit Advisors LLC | 2,581 | $878.2K | 0.13% | +2,581 | New |
| SG Americas Securities, LLC | 2,584 | $879.0K | 0.00% | +505+24.3% | Added |
| Pier Capital, LLC | 2,593 | $882.3K | 0.14% | +522+25.2% | Added |
| BOK Financial Private Wealth, Inc. | 2,602 | $885.3K | 0.05% | −41−1.6% | Reduced |
| MML Investors Services, LLC | 2,618 | $890.8K | 0.00% | −936−26.3% | Reduced |
| Vident Advisory, LLC | 2,655 | $903.4K | 0.01% | +22+0.8% | Added |
| We Are One Seven, LLC | 2,670 | $908.5K | 0.02% | +569+27.1% | Added |
| Janney Montgomery Scott LLC | 2,710 | $922.0K | 0.00% | +24+0.9% | Added |
| Nisa Investment Advisors, LLC | 2,718 | $924.8K | 0.00% | −696−20.4% | Reduced |
| O'Rourke & Company, Inc | 2,729 | $928.5K | 0.36% | −82−2.9% | Reduced |
| Federated Hermes, Inc. | 2,729 | $928.5K | 0.00% | −719−20.9% | Reduced |
| Friedenthal Financial | 2,741 | $932.6K | 0.48% | +2,741 | New |
| Swiss Life Asset Management Ltd | 2,744 | $933.6K | 0.00% | +965+54.2% | Added |
| HGK Asset Management Inc | 2,757 | $938.1K | 0.14% | −407−12.9% | Reduced |
| Securian Asset Management, Inc | 2,791 | $949.6K | 0.04% | −100−3.5% | Reduced |
| Intercapital, LLC | 2,850 | $969.7K | 0.51% | +2,850 | New |
| Private Client Services, LLC | 2,860 | $973.1K | 0.30% | −2,808−49.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,886 | $982.2K | 0.00% | −372−11.4% | Reduced |
| Intrust Bank NA | 2,968 | $1.01M | 0.08% | +70+2.4% | Added |
| BNP Paribas | 3,002 | $1.02M | 0.03% | −333−10.0% | Reduced |
| Zions Bancorporation, National Association | 3,007 | $1.02M | 0.05% | −103−3.3% | Reduced |
| PenderFund Capital Management Ltd. | 3,060 | $1.04M | 0.16% | +60+2.0% | Added |
| Swedbank AB | 3,070 | $1.04M | 0.00% | +70+2.3% | Added |
| Dynamic Advisor Solutions LLC | 3,084 | $1.05M | 0.03% | −163−5.0% | Reduced |
| Quest Partners LLC | 3,127 | $1.06M | 0.06% | +2,455+365.3% | Added |
| Atria Investments LLC | 3,146 | $1.07M | 0.01% | +21+0.7% | Added |
| Fox Run Management, L.L.C. | 3,179 | $1.08M | 0.17% | +3,179 | New |
| Baird Financial Group, Inc. | 3,181 | $1.08M | 0.00% | −83−2.5% | Reduced |
| Legend Financial Advisors, Inc. | 3,217 | $1.09M | 0.66% | −29−0.9% | Reduced |
| Coldstream Capital Management Inc | 3,237 | $1.10M | 0.01% | +220+7.3% | Added |
| Aviva PLC | 3,255 | $1.11M | 0.00% | +1,812+125.6% | Added |
| Illinois Municipal Retirement Fund | 3,263 | $1.11M | 0.01% | −1,325−28.9% | Reduced |
| Commonwealth Equity Services, LLC | 3,275 | $1.11M | 0.00% | −94−2.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,178 | $1.12M | 0.00% | −669−17.4% | Reduced |
| Krilogy Financial LLC | 3,119 | $1.14M | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,350 | $1.14M | 0.45% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 3,381 | $1.15M | 0.01% | −62−1.8% | Reduced |
| QSV Equity Investors LLC | 3,401 | $1.16M | 1.71% | −1,693−33.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,441 | $1.17M | 0.00% | −43−1.2% | Reduced |
| Isthmus Partners, LLC | 3,465 | $1.18M | 0.13% | +3,465 | New |
| Xponance, Inc. | 3,504 | $1.19M | 0.01% | −714−16.9% | Reduced |
| Martingale Asset Management L P | 3,520 | $1.20M | 0.03% | −265−7.0% | Reduced |
| M&T Bank Corp | 3,552 | $1.21M | 0.00% | +2,466+227.1% | Added |
| Buckhead Capital Management LLC | 3,555 | $1.21M | 0.43% | −852−19.3% | Reduced |
| Qube Research & Technologies Ltd | 3,573 | $1.22M | 0.00% | +3,573 | New |
| Trivant Custom Portfolio Group, LLC | 3,607 | $1.23M | 0.71% | +14+0.4% | Added |
| Runnymede Capital Advisors, Inc. | 3,607 | $1.23M | 0.71% | +3,607 | New |
| Merit Financial Group, LLC | 3,749 | $1.28M | 0.01% | +22+0.6% | Added |
| Legacy Wealth Asset Management, LLC | 3,806 | $1.29M | 0.32% | −7−0.2% | Reduced |
| State of Alaska, Department of Revenue | 3,848 | $1.31M | 0.01% | −320−7.7% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $1.32M | 0.00% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,887 | $1.32M | 0.25% | +212+5.8% | Added |
| Buckingham Strategic Partners | 3,939 | $1.34M | 0.02% | +271+7.4% | Added |
| Essential Partners LLC | 3,963 | $1.35M | 0.42% | −345−8.0% | Reduced |
| First Eagle Investment Management, LLC | 4,101 | $1.40M | 0.00% | +11+0.3% | Added |
| Nicholas Investment Partners, LP | 4,108 | $1.40M | 0.10% | 00.0% | Unchanged |
| Symmetry Investments LP | 4,280 | $1.46M | 0.27% | +4,280 | New |
| Freedom Day Solutions, LLC | 4,321 | $1.47M | 0.40% | +89+2.1% | Added |
| Cornerstone Investment Partners, LLC | 4,401 | $1.50M | 0.06% | −9−0.2% | Reduced |
| Vestcor Inc | 4,586 | $1.56M | 0.04% | +3,957+629.1% | Added |
| Pacer Advisors, Inc. | 4,631 | $1.58M | 0.00% | −500−9.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,663 | $1.59M | 0.09% | +4,663 | New |
| Summit Place Financial Advisors, LLC | 4,729 | $1.61M | 0.78% | −245−4.9% | Reduced |
| Nations Financial Group Inc, | 4,760 | $1.62M | 0.09% | +26+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,774 | $1.62M | 0.00% | −7,666−61.6% | Reduced |
| Angeles Wealth Management, LLC | 4,813 | $1.64M | 0.09% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,865 | $1.66M | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 5,025 | $1.71M | 0.04% | −75−1.5% | Reduced |
| HRT Financial LP | 5,342 | $1.82M | 0.01% | +5,342 | New |
| Croban | 5,375 | $1.83M | 0.88% | +21+0.4% | Added |
| MAI Capital Management | 5,484 | $1.87M | 0.01% | −45−0.8% | Reduced |
| Intech Investment Management LLC | 5,556 | $1.89M | 0.02% | +758+15.8% | Added |
| New Age Alpha Advisors, LLC | 5,615 | $1.91M | 0.08% | −1,936−25.6% | Reduced |
| Valley National Advisers Inc | 5,633 | $1.92M | 0.27% | −24−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,749 | $1.96M | 0.03% | +3,090+116.2% | Added |
| Pictet Asset Management Holding SA | 5,863 | $1.99M | 0.00% | +328+5.9% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 6,000 | $2.04M | 0.09% | +6,000 | New |
| Susquehanna International Group, LLP | 6,066 | $2.06M | 0.00% | +6,066 | New |
| BancorpSouth Bank | 6,168 | $2.10M | 0.12% | +224+3.8% | Added |
| Sargent Investment Group, LLC | 6,173 | $2.10M | 0.26% | −831−11.9% | Reduced |
| Dana Investment Advisors, Inc. | 6,204 | $2.11M | 0.06% | −298−4.6% | Reduced |
| Ensign Peak Advisors, Inc | 6,258 | $2.13M | 0.00% | −4,784−43.3% | Reduced |
| SummitTX Capital, L.P. | 6,413 | $2.18M | 0.07% | +6,413 | New |
| Radnor Capital Management, LLC | 6,450 | $2.19M | 0.33% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,574 | $2.24M | 0.04% | +706+12.0% | Added |
| HighTower Advisors, LLC | 6,655 | $2.26M | 0.00% | +187+2.9% | Added |
| Princeton Capital Management LLC | 6,683 | $2.27M | 0.59% | +275+4.3% | Added |
| Pallas Capital Advisors LLC | 6,690 | $2.28M | 0.08% | +104+1.6% | Added |
| South Dakota Investment Council | 6,817 | $2.32M | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6,908 | $2.35M | 0.18% | −137−1.9% | Reduced |
| Pathstone Holdings, LLC | 6,919 | $2.35M | 0.01% | −816−10.5% | Reduced |