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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 9,788 | $3.33M | 0.11% | −13,176−57.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,679 | $3.29M | 0.02% | −227−2.3% | Reduced |
| Walleye Trading LLC | 9,474 | $3.22M | 0.05% | +8,316+718.1% | Added |
| Citigroup Inc | 9,399 | $3.20M | 0.00% | −3,146−25.1% | Reduced |
| Eagle Rock Investment Company, LLC | 9,268 | $3.15M | 0.44% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,227 | $3.14M | 0.01% | −21−0.2% | Reduced |
| Two Sigma Investments, LP | 9,111 | $3.10M | 0.00% | −15,130−62.4% | Reduced |
| State of Michigan Retirement System | 9,105 | $3.10M | 0.02% | −100−1.1% | Reduced |
| Verition Fund Management LLC | 9,100 | $3.10M | 0.02% | −6,712−42.4% | Reduced |
| Advisors Asset Management, Inc. | 9,065 | $3.08M | 0.05% | +2,396+35.9% | Added |
| Truist Financial Corp | 8,930 | $3.04M | 0.00% | −939−9.5% | Reduced |
| Essex Investment Management Co LLC | 8,769 | $2.98M | 0.45% | −189−2.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,653 | $2.94M | 0.03% | +49+0.6% | Added |
| KLP Kapitalforvaltning AS | 8,460 | $2.88M | 0.01% | +360+4.4% | Added |
| O'Shaughnessy Asset Management, LLC | 8,417 | $2.86M | 0.02% | −1,224−12.7% | Reduced |
| Mercer Global Advisors Inc | 8,387 | $2.85M | 0.00% | −722−7.9% | Reduced |
| Consolidated Planning Corp | 8,325 | $2.83M | 0.29% | +786+10.4% | Added |
| CWM Advisors, LLC | 8,309 | $2.83M | 0.25% | +1,016+13.9% | Added |
| Jefferies Financial Group Inc. | 8,277 | $2.82M | 0.02% | +7,405+849.2% | Added |
| DGS Capital Management, LLC | 8,267 | $2.81M | 0.48% | +927+12.6% | Added |
| BNP Paribas Arbitrage, SA | 8,214 | $2.79M | 0.00% | −2,980−26.6% | Reduced |
| James Investment Research Inc | 8,184 | $2.78M | 0.30% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,050 | $2.74M | 0.00% | −785−8.9% | Reduced |
| New Mexico Educational Retirement Board | 8,000 | $2.72M | 0.08% | 00.0% | Unchanged |
| Credit Agricole S A | 7,996 | $2.72M | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 7,787 | $2.65M | 1.44% | +91+1.2% | Added |
| Legato Capital Management LLC | 7,768 | $2.64M | 0.23% | +1,897+32.3% | Added |
| Oregon Public Employees Retirement Fund | 7,759 | $2.64M | 0.03% | +27+0.3% | Added |
| Caisse de Depot Et Placement du Quebec | 7,484 | $2.55M | 0.00% | +7,484 | New |
| Federation des caisses Desjardins du Quebec | 7,415 | $2.52M | 0.01% | −882−10.6% | Reduced |
| Bank of Montreal | 7,320 | $2.49M | 0.00% | −16,743−69.6% | Reduced |
| Hancock Whitney Corp | 7,205 | $2.45M | 0.04% | +40+0.6% | Added |
| Landscape Capital Management, L.L.C. | 7,202 | $2.45M | 0.16% | −4,640−39.2% | Reduced |
| Monument Capital Management | 7,114 | $2.42M | 0.60% | +176+2.5% | Added |
| Ameritas Investment Partners, Inc. | 7,088 | $2.41M | 0.07% | −147−2.0% | Reduced |
| Cetera Investment Advisers | 7,040 | $2.40M | 0.00% | −314−4.3% | Reduced |
| Pathstone Holdings, LLC | 6,919 | $2.35M | 0.01% | −816−10.5% | Reduced |
| Washington Trust Advisors, Inc. | 6,908 | $2.35M | 0.18% | −137−1.9% | Reduced |
| South Dakota Investment Council | 6,817 | $2.32M | 0.04% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,690 | $2.28M | 0.08% | +104+1.6% | Added |
| Princeton Capital Management LLC | 6,683 | $2.27M | 0.59% | +275+4.3% | Added |
| HighTower Advisors, LLC | 6,655 | $2.26M | 0.00% | +187+2.9% | Added |
| Summit Trail Advisors, LLC | 6,574 | $2.24M | 0.04% | +706+12.0% | Added |
| Radnor Capital Management, LLC | 6,450 | $2.19M | 0.33% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 6,413 | $2.18M | 0.07% | +6,413 | New |
| Ensign Peak Advisors, Inc | 6,258 | $2.13M | 0.00% | −4,784−43.3% | Reduced |
| Dana Investment Advisors, Inc. | 6,204 | $2.11M | 0.06% | −298−4.6% | Reduced |
| Sargent Investment Group, LLC | 6,173 | $2.10M | 0.26% | −831−11.9% | Reduced |
| BancorpSouth Bank | 6,168 | $2.10M | 0.12% | +224+3.8% | Added |
| Susquehanna International Group, LLP | 6,066 | $2.06M | 0.00% | +6,066 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 6,000 | $2.04M | 0.09% | +6,000 | New |
| Pictet Asset Management Holding SA | 5,863 | $1.99M | 0.00% | +328+5.9% | Added |
| Vestmark Advisory Solutions, Inc. | 5,749 | $1.96M | 0.03% | +3,090+116.2% | Added |
| Valley National Advisers Inc | 5,633 | $1.92M | 0.27% | −24−0.4% | Reduced |
| New Age Alpha Advisors, LLC | 5,615 | $1.91M | 0.08% | −1,936−25.6% | Reduced |
| Intech Investment Management LLC | 5,556 | $1.89M | 0.02% | +758+15.8% | Added |
| MAI Capital Management | 5,484 | $1.87M | 0.01% | −45−0.8% | Reduced |
| Croban | 5,375 | $1.83M | 0.88% | +21+0.4% | Added |
| HRT Financial LP | 5,342 | $1.82M | 0.01% | +5,342 | New |
| Catalyst Capital Advisors LLC | 5,025 | $1.71M | 0.04% | −75−1.5% | Reduced |
| Sit Investment Associates Inc | 4,865 | $1.66M | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,813 | $1.64M | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,774 | $1.62M | 0.00% | −7,666−61.6% | Reduced |
| Nations Financial Group Inc, | 4,760 | $1.62M | 0.09% | +26+0.5% | Added |
| Summit Place Financial Advisors, LLC | 4,729 | $1.61M | 0.78% | −245−4.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,663 | $1.59M | 0.09% | +4,663 | New |
| Pacer Advisors, Inc. | 4,631 | $1.58M | 0.00% | −500−9.7% | Reduced |
| Vestcor Inc | 4,586 | $1.56M | 0.04% | +3,957+629.1% | Added |
| Cornerstone Investment Partners, LLC | 4,401 | $1.50M | 0.06% | −9−0.2% | Reduced |
| Freedom Day Solutions, LLC | 4,321 | $1.47M | 0.40% | +89+2.1% | Added |
| Symmetry Investments LP | 4,280 | $1.46M | 0.27% | +4,280 | New |
| Nicholas Investment Partners, LP | 4,108 | $1.40M | 0.10% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 4,101 | $1.40M | 0.00% | +11+0.3% | Added |
| Essential Partners LLC | 3,963 | $1.35M | 0.42% | −345−8.0% | Reduced |
| Buckingham Strategic Partners | 3,939 | $1.34M | 0.02% | +271+7.4% | Added |
| Great Diamond Partners, LLC | 3,887 | $1.32M | 0.25% | +212+5.8% | Added |
| Public Employees Retirement Association of Colorado | 3,882 | $1.32M | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,848 | $1.31M | 0.01% | −320−7.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,806 | $1.29M | 0.32% | −7−0.2% | Reduced |
| Merit Financial Group, LLC | 3,749 | $1.28M | 0.01% | +22+0.6% | Added |
| 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 |
| Qube Research & Technologies Ltd | 3,573 | $1.22M | 0.00% | +3,573 | New |
| Buckhead Capital Management LLC | 3,555 | $1.21M | 0.43% | −852−19.3% | Reduced |
| M&T Bank Corp | 3,552 | $1.21M | 0.00% | +2,466+227.1% | Added |
| Martingale Asset Management L P | 3,520 | $1.20M | 0.03% | −265−7.0% | Reduced |
| Xponance, Inc. | 3,504 | $1.19M | 0.01% | −714−16.9% | Reduced |
| Isthmus Partners, LLC | 3,465 | $1.18M | 0.13% | +3,465 | New |
| The PNC Financial Services Group, Inc. | 3,441 | $1.17M | 0.00% | −43−1.2% | Reduced |
| QSV Equity Investors LLC | 3,401 | $1.16M | 1.71% | −1,693−33.2% | Reduced |
| Sanctuary Advisors, LLC | 3,381 | $1.15M | 0.01% | −62−1.8% | Reduced |
| Ransom Advisory, Ltd | 3,350 | $1.14M | 0.45% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,119 | $1.14M | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,178 | $1.12M | 0.00% | −669−17.4% | Reduced |
| Commonwealth Equity Services, LLC | 3,275 | $1.11M | 0.00% | −94−2.8% | Reduced |
| Illinois Municipal Retirement Fund | 3,263 | $1.11M | 0.01% | −1,325−28.9% | Reduced |
| Aviva PLC | 3,255 | $1.11M | 0.00% | +1,812+125.6% | Added |
| Coldstream Capital Management Inc | 3,237 | $1.10M | 0.01% | +220+7.3% | Added |
| Legend Financial Advisors, Inc. | 3,217 | $1.09M | 0.66% | −29−0.9% | Reduced |
| Baird Financial Group, Inc. | 3,181 | $1.08M | 0.00% | −83−2.5% | Reduced |