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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 7,040 | $2.40M | 0.00% | −314−4.3% | Reduced |
| Ameritas Investment Partners, Inc. | 7,088 | $2.41M | 0.07% | −147−2.0% | Reduced |
| Monument Capital Management | 7,114 | $2.42M | 0.60% | +176+2.5% | Added |
| Landscape Capital Management, L.L.C. | 7,202 | $2.45M | 0.16% | −4,640−39.2% | Reduced |
| Hancock Whitney Corp | 7,205 | $2.45M | 0.04% | +40+0.6% | Added |
| Bank of Montreal | 7,320 | $2.49M | 0.00% | −16,743−69.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,415 | $2.52M | 0.01% | −882−10.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 7,484 | $2.55M | 0.00% | +7,484 | New |
| Oregon Public Employees Retirement Fund | 7,759 | $2.64M | 0.03% | +27+0.3% | Added |
| Legato Capital Management LLC | 7,768 | $2.64M | 0.23% | +1,897+32.3% | Added |
| Hager Investment Management Services, LLC | 7,787 | $2.65M | 1.44% | +91+1.2% | Added |
| Credit Agricole S A | 7,996 | $2.72M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,000 | $2.72M | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,050 | $2.74M | 0.00% | −785−8.9% | Reduced |
| James Investment Research Inc | 8,184 | $2.78M | 0.30% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,214 | $2.79M | 0.00% | −2,980−26.6% | Reduced |
| DGS Capital Management, LLC | 8,267 | $2.81M | 0.48% | +927+12.6% | Added |
| Jefferies Financial Group Inc. | 8,277 | $2.82M | 0.02% | +7,405+849.2% | Added |
| CWM Advisors, LLC | 8,309 | $2.83M | 0.25% | +1,016+13.9% | Added |
| Consolidated Planning Corp | 8,325 | $2.83M | 0.29% | +786+10.4% | Added |
| Mercer Global Advisors Inc | 8,387 | $2.85M | 0.00% | −722−7.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,417 | $2.86M | 0.02% | −1,224−12.7% | Reduced |
| KLP Kapitalforvaltning AS | 8,460 | $2.88M | 0.01% | +360+4.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,653 | $2.94M | 0.03% | +49+0.6% | Added |
| Essex Investment Management Co LLC | 8,769 | $2.98M | 0.45% | −189−2.1% | Reduced |
| Truist Financial Corp | 8,930 | $3.04M | 0.00% | −939−9.5% | Reduced |
| Advisors Asset Management, Inc. | 9,065 | $3.08M | 0.05% | +2,396+35.9% | Added |
| Verition Fund Management LLC | 9,100 | $3.10M | 0.02% | −6,712−42.4% | Reduced |
| State of Michigan Retirement System | 9,105 | $3.10M | 0.02% | −100−1.1% | Reduced |
| Two Sigma Investments, LP | 9,111 | $3.10M | 0.00% | −15,130−62.4% | Reduced |
| Fifth Third Bancorp | 9,227 | $3.14M | 0.01% | −21−0.2% | Reduced |
| Eagle Rock Investment Company, LLC | 9,268 | $3.15M | 0.44% | 00.0% | Unchanged |
| Citigroup Inc | 9,399 | $3.20M | 0.00% | −3,146−25.1% | Reduced |
| Walleye Trading LLC | 9,474 | $3.22M | 0.05% | +8,316+718.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,679 | $3.29M | 0.02% | −227−2.3% | Reduced |
| Lighthouse Investment Partners, LLC | 9,788 | $3.33M | 0.11% | −13,176−57.4% | Reduced |
| Campbell Newman Asset Management Inc | 9,854 | $3.35M | 0.25% | −373−3.6% | Reduced |
| Algert Global LLC | 10,099 | $3.44M | 0.05% | +4,340+75.4% | Added |
| F/M Investments LLC | 10,253 | $3.49M | 0.13% | −238−2.3% | Reduced |
| Amundi | 10,367 | $3.53M | 0.00% | +583+6.0% | Added |
| Kingsview Wealth Management, LLC | 10,572 | $3.60M | 0.05% | +9,973+1,664.9% | Added |
| Handelsbanken Fonder AB | 10,657 | $3.63M | 0.01% | +1,520+16.6% | Added |
| Louisiana State Employees Retirement System | 10,700 | $3.64M | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,733 | $3.65M | 0.00% | +1,081+11.2% | Added |
| Teachers Retirement System of the State of Kentucky | 10,736 | $3.65M | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,741 | $3.65M | 0.02% | −698−6.1% | Reduced |
| Bridge City Capital, LLC | 10,832 | $3.69M | 1.08% | −1,731−13.8% | Reduced |
| Teacher Retirement System of Texas | 10,877 | $3.70M | 0.01% | −3,162−22.5% | Reduced |
| Trexquant Investment LP | 10,887 | $3.70M | 0.03% | +10,887 | New |
| Captrust Financial Advisors | 11,357 | $3.86M | 0.01% | −119−1.0% | Reduced |
| Rocky Mountain Advisers, LLC | 11,525 | $3.92M | 1.13% | 00.0% | Unchanged |
| JustInvest LLC | 11,932 | $4.06M | 0.04% | +450+3.9% | Added |
| US Bancorp | 11,993 | $4.08M | 0.00% | +75+0.6% | Added |
| Brinker Capital Investments, LLC | 12,271 | $4.18M | 0.03% | −354−2.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,487 | $4.25M | 0.01% | −7,531−37.6% | Reduced |
| State of New Jersey Common Pension Fund D | 12,554 | $4.27M | 0.02% | −220−1.7% | Reduced |
| Nomura Asset Management Co Ltd | 12,570 | $4.28M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 12,830 | $4.37M | 0.02% | −542−4.1% | Reduced |
| Guggenheim Capital LLC | 12,889 | $4.39M | 0.03% | −798−5.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,896 | $4.39M | 0.01% | +921+7.7% | Added |
| Triasima Portfolio Management inc. | 13,096 | $4.46M | 0.67% | +3,668+38.9% | Added |
| Blair William & Co | 13,118 | $4.46M | 0.01% | +181+1.4% | Added |
| Yousif Capital Management, LLC | 12,301 | $4.51M | 0.05% | −210−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 13,508 | $4.60M | 0.03% | +979+7.8% | Added |
| Renaissance Technologies LLC | 13,600 | $4.63M | 0.01% | +5,100+60.0% | Added |
| Deutsche Bank AG | 13,680 | $4.65M | 0.00% | +4,232+44.8% | Added |
| Dorsey Wright & Associates | 12,467 | $4.76M | 1.03% | −776−5.9% | Reduced |
| Bridges Investment Management Inc | 14,207 | $4.83M | 0.06% | +702+5.2% | Added |
| Transamerica Financial Advisors, Inc. | 14,438 | $4.91M | 0.41% | +13,411+1,305.8% | Added |
| Prevail Innovative Wealth Advisors, LLC | 14,450 | $4.92M | 0.88% | +8,270+133.8% | Added |
| Creative Planning | 14,471 | $4.92M | 0.00% | −944−6.1% | Reduced |
| Harbor Advisors LLC | 15,000 | $5.10M | 0.77% | 00.0% | Unchanged |
| Alps Advisors Inc | 15,226 | $5.18M | 0.03% | −861−5.4% | Reduced |
| State of Tennessee, Treasury Department | 14,734 | $5.21M | 0.02% | +369+2.6% | Added |
| Centric Wealth Management | 14,840 | $5.26M | 1.11% | −507−3.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,578 | $5.30M | 0.04% | −740−4.5% | Reduced |
| Mutual of America Capital Management LLC | 16,097 | $5.48M | 0.06% | −1,728−9.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 16,137 | $5.49M | 0.51% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,959 | $5.61M | 0.01% | +32+0.2% | Added |
| Advisory Services Network, LLC | 16,495 | $5.61M | 0.08% | +713+4.5% | Added |
| Sequoia Financial Advisors, LLC | 16,577 | $5.64M | 0.03% | +1,538+10.2% | Added |
| Amalgamated Bank | 17,363 | $5.91M | 0.04% | −548−3.1% | Reduced |
| Zacks Investment Management | 18,124 | $6.17M | 0.05% | −4,183−18.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $6.20M | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 18,869 | $6.42M | 0.03% | −942−4.8% | Reduced |
| Two Sigma Advisers, LP | 19,000 | $6.46M | 0.01% | −39,100−67.3% | Reduced |
| Syon Capital LLC | 19,508 | $6.64M | 0.33% | −8,514−30.4% | Reduced |
| Mariner, LLC | 20,350 | $6.93M | 0.01% | +1,793+9.7% | Added |
| Axxcess Wealth Management, LLC | 20,642 | $7.02M | 0.13% | +447+2.2% | Added |
| Gotham Asset Management, LLC | 20,788 | $7.07M | 0.03% | −60.0% | Reduced |
| BW Gestao de Investimentos Ltda. | 21,512 | $7.32M | 0.26% | +21,512 | New |
| Pinnacle Associates Ltd | 21,634 | $7.36M | 0.09% | −71−0.3% | Reduced |
| Advisors Capital Management, LLC | 21,965 | $7.47M | 0.09% | −179−0.8% | Reduced |
| Prana Capital Management, LP | 22,049 | $7.50M | 0.27% | −367−1.6% | Reduced |
| LPL Financial LLC | 23,187 | $7.89M | 0.00% | +994+4.5% | Added |
| Thrivent Financial for Lutherans | 23,194 | $7.89M | 0.01% | +1,775+8.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 24,195 | $8.23M | 0.40% | −800−3.2% | Reduced |
| Sarasin & Partners LLP | 25,000 | $8.51M | 0.09% | 00.0% | Unchanged |
| Peregrine Investment Management Inc | 25,110 | $8.54M | 5.31% | −1,050−4.0% | Reduced |
| Russell Investments Group, Ltd. | 25,673 | $8.74M | 0.01% | −23,497−47.8% | Reduced |