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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.

Institutional holdersQ4 2025: 636 institutions
Q1 2021: 411 institutionsQ2 2021: 429 institutionsQ3 2021: 426 institutionsQ4 2021: 439 institutionsQ1 2022: 406 institutionsQ2 2022: 382 institutionsQ3 2022: 369 institutionsQ4 2022: 395 institutionsQ1 2023: 421 institutionsQ2 2023: 400 institutionsQ3 2023: 398 institutionsQ4 2023: 437 institutionsQ1 2024: 474 institutionsQ2 2024: 471 institutionsQ3 2024: 514 institutionsQ4 2024: 584 institutionsQ1 2025: 551 institutionsQ2 2025: 566 institutionsQ3 2025: 629 institutionsQ4 2025: 636 institutionsQ1 2026: 657 institutionsQ2 2026: 714 institutions
Value heldQ4 2025: $11.9B
Q1 2021: $4.93BQ2 2021: $5.03BQ3 2021: $4.64BQ4 2021: $4.67BQ1 2022: $3.78BQ2 2022: $2.98BQ3 2022: $2.66BQ4 2022: $3.58BQ1 2023: $3.75BQ2 2023: $4.14BQ3 2023: $4.59BQ4 2023: $5.70BQ1 2024: $6.47BQ2 2024: $7.04BQ3 2024: $8.41BQ4 2024: $9.23BQ1 2025: $6.87BQ2 2025: $9.65BQ3 2025: $11.7BQ4 2025: $11.9BQ1 2026: $10.5BQ2 2026: $12.2B
Institutions holding EVR and their total value by quarter
QuarterHoldersValue
Q2 2026714$12.2B
Q1 2026657$10.5B
Q4 2025636$11.9B
Q3 2025629$11.7B
Q2 2025566$9.65B
Q1 2025551$6.87B
Q4 2024584$9.23B
Q3 2024514$8.41B
Q2 2024471$7.04B
Q1 2024474$6.47B
Q4 2023437$5.70B
Q3 2023398$4.59B
Q2 2023400$4.14B
Q1 2023421$3.75B
Q4 2022395$3.58B
Q3 2022369$2.66B
Q2 2022382$2.98B
Q1 2022406$3.78B
Q4 2021439$4.67B
Q3 2021426$4.64B
Q2 2021429$5.03B
Q1 2021411$4.93B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2025.

Institutions holding EVR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bogart Wealth, LLC9$3.06K0.00%00.0%Unchanged
High Note Wealth, LLC9$3.06K0.00%+9New
Creative Financial Designs Inc8$2.72K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$2.72K0.00%00.0%Unchanged
Optima Capital LLC8$2.72K0.00%+8New
Principia Wealth Advisory, LLC7$2.38K0.00%00.0%Unchanged
Hughes Financial Services, LLC7$2.38K0.00%00.0%Unchanged
Optiver Holding B.V.6$2.04K0.00%−75−92.6%Reduced
South State Corp.6$2.04K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.04K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.6$2.04K0.00%+6New
McGuire Capital Advisors Inc6$2.04K0.00%+6New
Annis Gardner Whiting Capital Advisors, LLC5$1.70K0.00%−17−77.3%Reduced
Cromwell Holdings LLC5$1.70K0.00%00.0%Unchanged
Investors Portfolio Services LLC5$1.66K0.00%+5New
Bay Harbor Wealth Management, LLC4$1.36K0.00%00.0%Unchanged
Leonteq Securities AG4$1.36K0.00%+4New
Rossby Financial, LCC4$1.36K0.00%+4New
ORG Partners LLC4$1.36K0.00%−25−86.2%Reduced
AdvisorNet Financial, Inc3$1.02K0.00%00.0%Unchanged
Crewe Advisors LLC3$1.02K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$1.02K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC3$1.02K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1.02K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Avion Wealth5$1.00K0.00%+3+150.0%Added
Atlantic Private Wealth, LLC2$6820.00%+2New
Financial Management Professionals, Inc.2$6810.00%00.0%Unchanged
Spire Wealth Management2$6810.00%+2New
Abound Wealth Management1$4500.00%+1New
Caitlin John, LLC1$3400.00%−14−93.3%Reduced
Kayne Anderson Rudnick Investment Management LLC1$3400.00%00.0%Unchanged
American National Bank1$3400.00%+1New
USA Financial Portformulas Corp1$3400.00%+1New
Dunhill Financial, LLC1$2640.00%+1New
Raleigh Capital Management Inc.0$130.00%0Unchanged
Bain Capital Public Equity Management II, LLC0$00.00%−434,209−100.0%Sold out
Artisan Partners Limited Partnership0$00.00%−160,544−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−66,047−100.0%Sold out
Boston Trust Walden Corp0$00.00%−35,729−100.0%Sold out
Bain Capital Public Equity, LP0$00.00%−28,938−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−25,565−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−21,931−100.0%Sold out
Tribune Investment Group LP0$00.00%−20,000−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−17,171−100.0%Sold out
Marshall Wace, LLP0$00.00%−13,960−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−13,000−100.0%Sold out
Summit Wealth Group LLC0$00.00%−19,614−100.0%Sold out
Capital Fund Management S.A.0$00.00%−10,853−100.0%Sold out
Laurion Capital Management LP0$00.00%−10,074−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−9,900−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−4,200−100.0%Sold out
Sandler Capital Management0$00.00%−4,088−100.0%Sold out
Winton Group Ltd0$00.00%−4,010−100.0%Sold out
Caxton Associates LLP0$00.00%−3,899−100.0%Sold out
Brighton Jones LLC0$00.00%−3,629−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−3,572−100.0%Sold out
Encompass More Asset Management0$00.00%−3,063−100.0%Sold out
Entropy Technologies, LP0$00.00%−2,600−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−2,080−100.0%Sold out
XTX Topco Ltd0$00.00%−2,076−100.0%Sold out
Pitcairn Co0$00.00%−2,038−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−1,986−100.0%Sold out
Jump Financial, LLC0$00.00%−1,953−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−1,827−100.0%Sold out
NorthRock Partners, LLC0$00.00%−1,604−100.0%Sold out
Alamea Verwaltungs GmbH0$00.00%−1,451−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−1,368−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−822−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−1,143−100.0%Sold out
Ci Investments Inc.0$00.00%−1,131−100.0%Sold out
Aaron Wealth Advisors0$00.00%−1,108−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−1,103−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−1,047−100.0%Sold out
Catalytic Wealth RIA, LLC0$00.00%−1,023−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−929−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−926−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−909−100.0%Sold out
Keebeck Alpha, LP0$00.00%−867−100.0%Sold out
Symphony Financial, Ltd. Co.0$00.00%−715−100.0%Sold out
Voleon Capital Management LP0$00.00%−701−100.0%Sold out
Arlington Trust Co LLC0$00.00%−699−100.0%Sold out
Cooper Financial Group0$00.00%−693−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−670−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−663−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−646−100.0%Sold out
Moody National Bank Trust Division0$00.00%−636−100.0%Sold out
Adell Harriman & Carpenter Inc0$00.00%−613−100.0%Sold out
Quantum Financial Advisors, LLC0$00.00%−610−100.0%Sold out
Old National Bancorp0$00.00%−593−100.0%Sold out
Twin Tree Management, LP0$00.00%−334−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−270−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−239−100.0%Sold out
Principal Securities, Inc.0$00.00%−156−100.0%Sold out
Rise Advisors, LLC0$00.00%−85−100.0%Sold out
Quarry LP0$00.00%−84−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−75−100.0%Sold out
Tidemark, LLC0$00.00%−68−100.0%Sold out
Mather Group, LLC.0$00.00%−34−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−22−100.0%Sold out