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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 623 | $212.0K | 0.03% | +69+12.5% | Added |
| Trust Point Inc. | 621 | $211.3K | 0.02% | −85−12.0% | Reduced |
| QRG Capital Management, Inc. | 603 | $205.2K | 0.00% | +603 | New |
| Snowden Capital Advisors LLC | 599 | $203.9K | 0.01% | −2−0.3% | Reduced |
| Bridgefront Capital, LLC | 592 | $201.4K | 0.05% | +592 | New |
| waypoint wealth counsel | 590 | $200.7K | 0.07% | −13−2.2% | Reduced |
| TD Private Client Wealth LLC | 573 | $195.0K | 0.00% | −4−0.7% | Reduced |
| Central Pacific Bank - Trust Division | 550 | $187.1K | 0.02% | −60−9.8% | Reduced |
| Umb Bank N A | 529 | $180.0K | 0.00% | +126+31.3% | Added |
| Steward Partners Investment Advisory, LLC | 353 | $119.9K | 0.00% | −95−21.2% | Reduced |
| SBI Securities Co., Ltd. | 301 | $102.4K | 0.00% | +300+30,000.0% | Added |
| CIBC Private Wealth Group, LLC | 287 | $97.7K | 0.00% | −252−46.8% | Reduced |
| DV Trading LLC | 280 | $95.3K | 0.01% | +280 | New |
| Torren Management, LLC | 271 | $92.2K | 0.05% | +271 | New |
| True Wealth Design, LLC | 250 | $85.1K | 0.02% | −3−1.2% | Reduced |
| Massmutual Trust Co FSB | 241 | $82.0K | 0.00% | −2−0.8% | Reduced |
| WealthCollab, LLC | 238 | $81.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 231 | $78.6K | 0.00% | +9+4.1% | Added |
| IFP Advisors, Inc | 229 | $77.9K | 0.00% | −224−49.4% | Reduced |
| Covestor Ltd | 222 | $75.0K | 0.04% | −9−3.9% | Reduced |
| State of Wyoming | 219 | $74.5K | 0.01% | −276−55.8% | Reduced |
| Bessemer Group Inc | 214 | $72.0K | 0.00% | −1−0.5% | Reduced |
| Smartleaf Asset Management LLC | 208 | $71.7K | 0.00% | +23+12.4% | Added |
| Root Financial Partners, LLC | 204 | $69.4K | 0.00% | +8+4.1% | Added |
| Clearstead Advisors, LLC | 198 | $67.4K | 0.00% | −1−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 182 | $62.0K | 0.00% | −16,021−98.9% | Reduced |
| Piscataqua Savings Bank | 180 | $61.2K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 174 | $59.2K | 0.00% | +3+1.8% | Added |
| Huntington National Bank | 171 | $58.2K | 0.00% | +2+1.2% | Added |
| Maseco LLP | 160 | $54.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 159 | $54.2K | 0.00% | +159 | New |
| Greenline Wealth Management LLC | 155 | $52.8K | 0.05% | +155 | New |
| Assetmark, Inc | 155 | $52.7K | 0.00% | −6−3.7% | Reduced |
| Key Financial Inc | 137 | $46.6K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 132 | $44.9K | 0.01% | −8−5.7% | Reduced |
| LRI Investments, LLC | 129 | $44.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 127 | $43.1K | 0.00% | −15−10.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 121 | $41.2K | 0.00% | +121 | New |
| Osterweis Capital Management Inc | 120 | $40.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 115 | $39.2K | 0.00% | −21−15.4% | Reduced |
| SJS Investment Consulting Inc. | 115 | $39.1K | 0.00% | +10+9.5% | Added |
| Parkside Financial Bank & Trust | 106 | $36.1K | 0.00% | −90−45.9% | Reduced |
| Bell Investment Advisors, Inc | 106 | $36.1K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 106 | $36.1K | 0.00% | +106 | New |
| Eurizon Capital SGR S.p.A. | 102 | $35.0K | 0.00% | +102 | New |
| NBC Securities, Inc. | 101 | $34.4K | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 100 | $34.4K | 0.03% | +100 | New |
| Danske Bank A/S | 100 | $34.0K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 87 | $29.4K | 0.02% | +1+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 78 | $29.2K | 0.00% | +78 | New |
| Ancora Advisors, LLC | 80 | $27.2K | 0.00% | +80 | New |
| Close Asset Management Ltd | 80 | $27.0K | 0.00% | +80 | New |
| Vermillion & White Wealth Management Group, LLC | 79 | $26.9K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 76 | $25.9K | 0.00% | +76 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69 | $24.2K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 71 | $24.2K | 0.01% | +71 | New |
| Harbor Asset Planning, Inc. | 67 | $22.8K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 62 | $21.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 60 | $20.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 60 | $20.4K | 0.00% | +10+20.0% | Added |
| Fortitude Family Office, LLC | 58 | $19.7K | 0.00% | −4−6.5% | Reduced |
| Tradewinds Capital Management, LLC | 55 | $18.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 48 | $16.3K | 0.00% | −1−2.0% | Reduced |
| Group One Trading, L.P. | 48 | $16.3K | 0.00% | +48 | New |
| GHP Investment Advisors, Inc. | 45 | $15.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 41 | $14.9K | 0.00% | +41 | New |
| Smithfield Trust Co | 42 | $14.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $14.0K | 0.00% | +13+46.4% | Added |
| REAP Financial Group, LLC | 41 | $13.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 40 | $13.6K | 0.00% | −1−2.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 40 | $13.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $12.6K | 0.00% | +8+27.6% | Added |
| Aster Capital Management (DIFC) Ltd | 37 | $12.6K | 0.01% | −1,289−97.2% | Reduced |
| Farmers & Merchants Investments Inc | 33 | $11.2K | 0.00% | +2+6.5% | Added |
| BFSG, LLC | 32 | $10.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $10.9K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 26 | $8.85K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $8.17K | 0.00% | +7+41.2% | Added |
| Toth Financial Advisory Corp | 22 | $7.49K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 22 | $7.49K | 0.00% | +22 | New |
| Basecamp Wealth Advisors LLC | 22 | $7.49K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 21 | $7.15K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 20 | $6.81K | 0.00% | +20 | New |
| Meeder Asset Management Inc | 20 | $6.80K | 0.00% | −5−20.0% | Reduced |
| UMA Financial Services, Inc. | 20 | $6.80K | 0.00% | −1−4.8% | Reduced |
| Wealth Watch Advisors, INC | 16 | $5.44K | 0.00% | +6+60.0% | Added |
| Cornerstone Planning Group LLC | 14 | $5.08K | 0.00% | +14 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $4.76K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $4.76K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 13 | $4.42K | 0.00% | +7+116.7% | Added |
| Altshuler Shaham Ltd | 13 | $4.42K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $4.08K | 0.00% | +1+9.1% | Added |
| Atlas Capital Advisors LLC | 12 | $4.08K | 0.00% | +12 | New |
| Navigoe, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 11 | $3.91K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $3.79K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $3.74K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11 | $3.74K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $3.40K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $3.40K | 0.00% | +8+400.0% | Added |