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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 3,179 | $1.08M | 0.17% | +3,179 | New |
| Atria Investments LLC | 3,146 | $1.07M | 0.01% | +21+0.7% | Added |
| Quest Partners LLC | 3,127 | $1.06M | 0.06% | +2,455+365.3% | Added |
| Dynamic Advisor Solutions LLC | 3,084 | $1.05M | 0.03% | −163−5.0% | Reduced |
| Swedbank AB | 3,070 | $1.04M | 0.00% | +70+2.3% | Added |
| PenderFund Capital Management Ltd. | 3,060 | $1.04M | 0.16% | +60+2.0% | Added |
| Zions Bancorporation, National Association | 3,007 | $1.02M | 0.05% | −103−3.3% | Reduced |
| BNP Paribas | 3,002 | $1.02M | 0.03% | −333−10.0% | Reduced |
| Intrust Bank NA | 2,968 | $1.01M | 0.08% | +70+2.4% | Added |
| Advisor Group Holdings, Inc. | 2,886 | $982.2K | 0.00% | −372−11.4% | Reduced |
| Private Client Services, LLC | 2,860 | $973.1K | 0.30% | −2,808−49.5% | Reduced |
| Intercapital, LLC | 2,850 | $969.7K | 0.51% | +2,850 | New |
| Securian Asset Management, Inc | 2,791 | $949.6K | 0.04% | −100−3.5% | Reduced |
| HGK Asset Management Inc | 2,757 | $938.1K | 0.14% | −407−12.9% | Reduced |
| Swiss Life Asset Management Ltd | 2,744 | $933.6K | 0.00% | +965+54.2% | Added |
| Friedenthal Financial | 2,741 | $932.6K | 0.48% | +2,741 | New |
| Federated Hermes, Inc. | 2,729 | $928.5K | 0.00% | −719−20.9% | Reduced |
| O'Rourke & Company, Inc | 2,729 | $928.5K | 0.36% | −82−2.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,718 | $924.8K | 0.00% | −696−20.4% | Reduced |
| Janney Montgomery Scott LLC | 2,710 | $922.0K | 0.00% | +24+0.9% | Added |
| We Are One Seven, LLC | 2,670 | $908.5K | 0.02% | +569+27.1% | Added |
| Vident Advisory, LLC | 2,655 | $903.4K | 0.01% | +22+0.8% | Added |
| MML Investors Services, LLC | 2,618 | $890.8K | 0.00% | −936−26.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,602 | $885.3K | 0.05% | −41−1.6% | Reduced |
| Pier Capital, LLC | 2,593 | $882.3K | 0.14% | +522+25.2% | Added |
| SG Americas Securities, LLC | 2,584 | $879.0K | 0.00% | +505+24.3% | Added |
| Sierra Summit Advisors LLC | 2,581 | $878.2K | 0.13% | +2,581 | New |
| Prudential Financial Inc | 2,471 | $840.8K | 0.00% | −1,456−37.1% | Reduced |
| Impact Partnership Wealth, LLC | 2,416 | $822.1K | 0.11% | +2,416 | New |
| Sterling Capital Management LLC | 2,402 | $817.3K | 0.01% | −105−4.2% | Reduced |
| Equitable Holdings, Inc. | 2,398 | $815.9K | 0.01% | −14−0.6% | Reduced |
| Inceptionr LLC | 2,391 | $813.5K | 0.23% | +2,391 | New |
| Banque Pictet & Cie SA | 2,357 | $802.0K | 0.01% | −553−19.0% | Reduced |
| Crossmark Global Holdings, Inc. | 2,303 | $783.6K | 0.01% | +40+1.8% | Added |
| ExodusPoint Capital Management, LP | 2,237 | $761.1K | 0.01% | +2,237 | New |
| JMN Financial LLC | 2,232 | $759.5K | 0.76% | +2,232 | New |
| HB Wealth Management, LLC | 2,202 | $749.2K | 0.00% | +119+5.7% | Added |
| Kera Capital Partners, Inc. | 2,095 | $740.1K | 0.09% | +394+23.2% | Added |
| Aviance Capital Partners, LLC | 2,128 | $724.1K | 0.08% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,053 | $698.5K | 0.01% | −58−2.7% | Reduced |
| Journey Strategic Wealth LLC | 2,024 | $688.7K | 0.02% | −8−0.4% | Reduced |
| PDT Partners, LLC | 2,000 | $680.5K | 0.04% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,948 | $662.8K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,919 | $652.8K | 0.02% | −151−7.3% | Reduced |
| RSM US Wealth Management LLC | 1,857 | $638.1K | 0.01% | −135−6.8% | Reduced |
| J2 Capital Management Inc | 1,871 | $636.6K | 0.46% | +1,871 | New |
| Hardy Reed LLC | 1,854 | $630.8K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,839 | $625.7K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,820 | $619.3K | 0.33% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,808 | $615.2K | 0.01% | +1,051+138.8% | Added |
| Argonautica Private Wealth Management, Inc | 1,807 | $614.8K | 0.18% | −128−6.6% | Reduced |
| Fieldview Capital Management, LLC | 1,787 | $608.0K | 0.10% | +575+47.4% | Added |
| Commerce Bank | 1,778 | $605.0K | 0.00% | −2−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,774 | $603.6K | 0.02% | +58+3.4% | Added |
| Diversify Wealth Management, LLC | 1,648 | $602.8K | 0.03% | −32−1.9% | Reduced |
| GWM Advisors LLC | 1,740 | $592.0K | 0.00% | +778+80.9% | Added |
| Toronto Dominion Bank | 1,734 | $589.0K | 0.00% | +64+3.8% | Added |
| Empowered Funds, LLC | 1,728 | $588.0K | 0.01% | +598+52.9% | Added |
| Evercore Wealth Management, LLC | 1,720 | $585.2K | 0.01% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,708 | $581.2K | 0.32% | −112−6.2% | Reduced |
| Dakota Wealth Management | 1,707 | $580.8K | 0.01% | +54+3.3% | Added |
| Greenleaf Trust | 1,701 | $578.8K | 0.01% | +4+0.2% | Added |
| Jones Financial Companies LLLP | 1,701 | $578.7K | 0.00% | +441+35.0% | Added |
| EP Wealth Advisors, LLC | 1,698 | $577.8K | 0.00% | +1,698 | New |
| Net Worth Advisory Group | 1,652 | $562.1K | 0.11% | +318+23.8% | Added |
| Harbor Investment Advisory, LLC | 1,645 | $559.7K | 0.04% | −30−1.8% | Reduced |
| Chicago Partners Investment Group LLC | 1,546 | $559.7K | 0.01% | +98+6.8% | Added |
| Precision Wealth Strategies, LLC | 1,561 | $531.1K | 0.17% | −475−23.3% | Reduced |
| Northwest & Ethical Investments L.P. | 1,532 | $526.5K | 0.01% | −168−9.9% | Reduced |
| Ritholtz Wealth Management | 1,505 | $511.9K | 0.01% | +229+17.9% | Added |
| Elevated Capital Advisors, LLC | 1,502 | $511.0K | 0.12% | +387+34.7% | Added |
| Callan Family Office, LLC | 1,497 | $509.4K | 0.01% | +38+2.6% | Added |
| Jane Street Group, LLC | 1,496 | $509.0K | 0.00% | −69−4.4% | Reduced |
| HSBC Holdings PLC | 1,490 | $507.9K | 0.00% | −7,075−82.6% | Reduced |
| National Asset Management, Inc. | 1,491 | $507.2K | 0.02% | +1,491 | New |
| Keybank National Association | 1,462 | $497.4K | 0.00% | −684−31.9% | Reduced |
| Wealthspire Advisors, LLC | 1,457 | $495.7K | 0.00% | +543+59.4% | Added |
| Quadrant Capital Group LLC | 1,444 | $491.3K | 0.01% | −13−0.9% | Reduced |
| Johnson Investment Counsel Inc | 1,441 | $490.3K | 0.00% | +44+3.1% | Added |
| Optimize Financial Inc | 1,436 | $488.6K | 0.25% | +20+1.4% | Added |
| Bond & Devick Financial Network, Inc. | 1,400 | $476.4K | 0.13% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 1,395 | $474.6K | 0.10% | +161+13.0% | Added |
| Great Lakes Advisors, LLC | 1,389 | $472.6K | 0.00% | −104−7.0% | Reduced |
| Ethic Inc. | 1,370 | $466.3K | 0.01% | −89−6.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,262 | $460.0K | 0.01% | −73−5.5% | Reduced |
| Gateway Investment Advisers LLC | 1,326 | $451.2K | 0.00% | +276+26.3% | Added |
| Sivia Capital Partners, LLC | 1,311 | $446.1K | 0.09% | +31+2.4% | Added |
| North Dakota State Investment Board | 1,304 | $443.7K | 0.02% | +1,304 | New |
| Tower Research Capital LLC (TRC) | 1,270 | $432.1K | 0.01% | −59−4.4% | Reduced |
| Shelton Capital Management | 1,268 | $431.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Camden Capital, LLC | 1,244 | $423.5K | 0.03% | +51+4.3% | Added |
| GAMMA Investing LLC | 1,242 | $422.6K | 0.02% | +193+18.4% | Added |
| First Bank & Trust | 1,235 | $420.2K | 0.07% | −77−5.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,233 | $419.5K | 0.01% | −16−1.3% | Reduced |
| Cambria Investment Management, L.P. | 1,222 | $415.8K | 0.02% | +578+89.8% | Added |
| Custom Index Systems, LLC | 1,203 | $409.3K | 0.18% | +1,203 | New |
| Massar Capital Management, LP | 1,197 | $407.3K | 0.08% | +1,197 | New |
| CIBC Asset Management Inc | 1,193 | $405.9K | 0.00% | 00.0% | Unchanged |