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 |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Breakwater Investment Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| EFG Asset Management (North America) Corp. | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Wealthstream Advisors, Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| West Oak Capital, LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |