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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

696 managers (714 13F filers) reported a position in EVR shares at 2026-06-30, 35,864,883 shares in all. 105 filers opened a position and 46 filers sold out during the quarter.

Managers
696
13F filers
714
New
105
Added
258
Reduced
240
Sold out
46
Shares held by filers
35,864,883

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 7 filers holding3,952,779$1.35B-28,075Timeline
BlackRock, Inc.in group BlackRock, Inc.3,715,623$1.27B0.02%+66,76513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,710,982$584M0.2%+394,13013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,602,673$547M0.04%+177,98713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,206,119$412M0.01%+27,09513F-HRTimelineGroup
FMR LLCin group FMR LLC1,132,481$387M0.02%-537,18113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,098,427$375M0.02%+55,08913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY803,015$274M0.01%-114,78613F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding730,348$249M+88,858Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC637,464$218M0.15%+568,30613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…624,987$213M0.04%+1,72813F-HRTimelineGroup
TD Asset Management Inc609,109$208M0.18%-349,36313F-HRTimeline
UBS Group AGgroup of 2 filers holding592,651$202M+212,753Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP556,420$190M0.03%+7,89013F-HRTimelineGroup
Fisher Asset Management, LLC423,875$145M0.04%-84413F-HRTimeline
NORGES BANK417,041$142M0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO409,197$138M0.01%-59,68513F-HRTimelineGroup
Bahl & Gaynor LLC395,493$135M0.62%-6,34013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …393,112$134M0.13%+74,14513F-HRTimelineGroup
PRIMECAP MANAGEMENT CO/CA/376,150$128M0.08%+22,20013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP353,320$121M0.01%-3,84413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC349,683$119M0.01%-174,84813F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …347,147$119M0.05%+114,57613F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.344,521$118M0.18%-46,06313F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…324,747$111M0.02%+168,97813F-HRTimelineGroup
Artemis Investment Management LLP315,762$108M0.96%+40,58013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.310,105$106M0.29%-21,00413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp302,828$103M0.02%-16,40913F-HRTimelineGroup
Paralel Advisors LLC300,000$102M3.96%013F-HRTimeline
Stephens Investment Management Group LLCgroup of 2 filers holding284,013$97M+23,023Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co275,398$94M0.01%+8813F-HRTimelineGroup
Qube Research & Technologies Ltd250,095$85.4M0.09%+1,23113F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC239,490$81.8M0.25%-16,98613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/218,035$74.4M<0.01%-16,65413F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC217,208$74.2M0.27%+72,77613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP197,932$67.6M0.05%+96,44713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC197,638$67.5M0.04%-1,13213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC194,737$66.5M0.03%+111,43413F-HRTimelineGroup
Azora Capital LP186,028$63.5M2.68%new13F-HRTimeline
Quantinno Capital Management LP184,970$63.2M0.08%+9,33713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…170,140$58.1M0.09%-2,99313F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP172,702$57.8M0.04%-18,22513F-HRTimeline
TimesSquare Capital Management, LLC165,959$56.7M0.83%-713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC156,180$53.3M0.07%-17,68013F-HRTimeline
ROYCE & ASSOCIATES LP139,266$47.6M0.38%+12,64913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …134,065$45.8M0.04%-27,74013F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson132,403$45.2M0.02%13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC127,099$43.4M0.01%+71,14513F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding121,627$41.5M-20,217Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC118,792$40.6M0.03%+43,65713F-HRTimelineGroup
Global Alpha Capital Management Ltd.118,121$40.3M2.42%-73613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources117,846$40.2M0.01%-16,05713F-HRTimelineGroup
Ceredex Value Advisors LLC108,250$37M1.04%-15,27513F-HRTimeline
BRAUN STACEY ASSOCIATES INC107,878$36.8M1.04%-9013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC104,279$35.6M0.27%-3,97713F-HRTimelineGroup
Holocene Advisors, LP102,758$35.1M0.08%-5,07313F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.100,016$34.1M0.09%+96,27513F-HRTimelineGroup
RHUMBLINE ADVISERS99,799$34.1M0.03%-63813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC98,494$33.6M0.01%-1,74813F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC99,887$33.4M0.06%-26113F-HRTimeline
IEQ CAPITAL, LLC94,525$32.3M0.15%-34913F-HRTimeline
Retirement Systems of Alabama93,181$31.8M0.1%-7,40813F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD91,600$31.3M0.02%-24,44013F-HRTimeline
LORD, ABBETT & CO. LLC91,374$31.2M0.09%-52813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC87,797$30M0.01%+1,51113F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…87,345$29.8M0.15%+2,14813F-HRTimeline
SG Americas Securities, LLC82,413$28.1M0.02%-20,59313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…81,982$28M0.1%+17,10013F-HRTimeline
MARSICO CAPITAL MANAGEMENT LLC79,919$27.3M0.71%+29,08013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO78,541$26.8M0.02%+4,13913F-HRTimelineGroup
Nuveen, LLCin group TIAA77,054$26.3M0.01%+3,65413F-HRTimelineGroup
ProShare Advisors LLC75,810$25.9M0.04%+5,69413F-HRTimeline
Swiss National Bank75,520$25.8M0.01%-1,04013F-HRTimeline
TD Waterhouse Canada Inc.74,739$25.5M0.07%-61,27113F-HRTimeline
Interval Partners, LP74,149$25.3M0.81%+37,43513F-HRTimeline
California Public Employees Retirement …73,820$25.2M0.01%+90113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO73,592$25.1M0.3%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC73,252$25M0.03%+11,79913F-HRTimelineGroup
Woodline Partners LP70,414$24M0.07%+20,33113F-HRTimeline
Longaeva Partners L.P.67,925$23.2M0.67%-89,33813F-HRTimeline
Treasurer of the State of North Carolina63,330$21.6M0.06%+25013F-HRTimeline
Driehaus Capital Management LLC62,852$21.5M0.12%new13F-HRTimeline
FRONTIER CAPITAL MANAGEMENT CO LLC62,310$21.3M0.2%+9,42013F-HRTimeline
Mariner, LLCin group Mariner, LLC61,662$21.1M0.02%+21,32513F-HRTimelineGroup
GW&K Investment Management, LLC59,232$20.2M0.16%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management58,797$20.1M0.04%-310,24313F-HRTimelineGroup
COOKSON PEIRCE & CO INC57,371$19.6M0.65%-7913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…57,145$19.5M0.02%-21,09613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN56,837$19.4M<0.01%+10,83713F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD56,800$19.4M0.08%-9,73713F-HRTimelineGroup
STRS OHIO56,474$19.3M0.07%+1,59213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc56,081$19.1M<0.01%+1,18613F-HRTimelineGroup
CCM INVESTMENT ADVISERS LLC55,434$18.9M1.46%+47113F-HRTimeline
ALLIANCEBERNSTEIN L.P.60,674$18.1M0.01%-36913F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD52,315$17.9M0.04%-4,68213F-HRTimeline
PANAGORA ASSET MANAGEMENT INC51,078$17.4M0.05%+9,81013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC50,031$17.1M0.01%+37,85713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,121$16.8M<0.01%+1,80813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS48,882$16.7M0.01%+3,44913F-HRTimelineGroup
Janney Montgomery Scott LLC47,468$16.2M0.03%+44,74713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,399$15.8M<0.01%-20,13713F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…45,486$15.5M0.03%-1,42313F-HRTimeline
Empire Life Investments Inc.45,428$15.5M0.87%-1,86413F-HRTimeline
Jain Global LLC45,101$15.4M0.18%new13F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…43,624$14.9M0.01%-1,24213F-HR/ATimeline
Engineers Gate Manager LP42,180$14.4M0.19%-46,23513F-HRTimeline
Cresset Asset Management, LLC41,232$14.1M0.05%+45213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC40,781$13.9M<0.01%-8813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP40,698$13.9M0.02%-2,97113F-HR/ATimelineGroup
Morse Asset Management, Inc38,601$13.2M2.18%+14613F-HRTimeline
Ensign Peak Advisors, Inc38,512$13.1M0.02%+28,04913F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding37,898$12.9M-15,495Timeline
STATE BOARD OF ADMINISTRATION OF FLORID…37,739$12.9M0.02%+1,39613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/37,491$12.8M<0.01%-289,17413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding37,242$12.7M+2,288Timeline
SummitTX Capital, L.P.36,804$12.6M0.33%+12,71513F-HRTimeline
Freestone Grove Partners LP36,792$12.6M0.08%-12,03013F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC36,113$12.3M0.4%-2,68513F-HRTimeline
Caisse de depot et placement du Quebec35,700$12.2M0.02%+20,48713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP35,667$12.2M0.01%-32213F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI35,515$12.1M0.08%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…35,269$12M0.04%-44313F-HRTimeline
SEGALL BRYANT & HAMILL, LLC35,124$12M0.14%+61713F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC34,457$11.8M0.04%+30,84913F-HRTimeline
Walter Public Investments Inc.34,369$11.7M2.82%new13F-HRTimeline
Leeward Investments, LLC - MA34,181$11.7M0.53%-1,97013F-HRTimeline
PINNACLE ASSOCIATES LTD34,039$11.6M0.13%+1,46213F-HRTimeline
Bridgewater Associates, LP33,194$11.3M0.05%-57,24413F-HRTimeline
Schonfeld Strategic Advisors LLC32,961$11.3M0.06%-17,15713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA32,284$11M0.05%-18713F-HRTimelineGroup
APPLETON PARTNERS INC/MA32,222$11M0.67%+29713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP31,827$10.9M0.01%+5,18313F-HRTimelineGroup
Creative Planningin group Creative Planning31,231$10.7M0.01%+6,02413F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE34,368$10.6M0.01%-71,81013F-HRTimelineGroup
BOKF, NAin group BOKF, NA30,377$10.4M0.14%-43813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,792$10.2M<0.01%+3,78613F-HRTimelineGroup
Verdence Capital Advisors LLC29,802$10.2M0.53%-313F-HRTimeline
CASTLEARK MANAGEMENT LLC29,266$9.99M0.27%-1,15013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC28,609$9.77M0.04%-12313F-HRTimeline
Man Group plcin group Man Group plc28,255$9.65M0.02%+4,12513F-HRTimelineGroup
Amundiin group Amundi27,805$9.49M<0.01%-27,72413F-HRTimelineGroup
CRAMER ROSENTHAL MCGLYNN LLC27,490$9.39M0.48%-8,17813F-HRTimeline
ALGERT GLOBAL LLC27,229$9.3M0.11%+4,18013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co27,218$9.29M0.01%-14613F-HRTimelineGroup
FIL Ltdin group FIL Ltd26,390$9.01M0.01%-1,71613F-HRTimelineGroup
Channing Capital Management, LLC26,362$9M0.21%-1,00013F-HRTimeline
BLAIR WILLIAM & CO/IL25,986$8.87M0.02%+82913F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.25,238$8.62M0.06%new13F-HRTimeline
Sarasin & Partners LLPin group Sarasin & Partners LLP25,000$8.54M0.1%013F-HRTimelineGroup
Horizon Investments, LLC24,521$8.37M0.09%+7,60213F-HRTimeline
Cander Asset Management LP24,357$8.32M1.55%-11,25313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,356$8.32M0.01%+11,41113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,830$8.3M0.01%+4,76213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,728$8.1M0.01%+8,92613F-HR/ATimeline
BW Gestao de Investimentos Ltda.23,498$8.02M0.19%+2,48813F-HRTimeline
Waratah Capital Advisors Ltd.23,408$7.99M0.61%+6,82713F-HRTimeline
Cinctive Capital Management LP22,649$7.73M0.31%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND21,972$7.5M0.01%+57113F-HRTimeline
Sequoia Financial Advisors, LLC21,658$7.4M0.04%+5,28613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC21,355$7.32M<0.01%+13,79013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding21,385$7.3M-1,080Timeline
Philadelphia Financial Management of Sa…21,191$7.24M1.98%new13F-HRTimeline
Advisors Capital Management, LLC20,891$7.13M0.08%-75013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…20,661$7.05M0.01%-1,39613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,649$7.05M0.01%-13,65913F-HRTimelineGroup
Gotham Asset Management, LLC20,624$7.04M0.02%-5213F-HRTimeline
Arax Advisory Partners20,526$7.01M0.05%+19,47613F-HRTimeline
Prana Capital Management, LP20,325$6.94M0.21%-14,05113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD19,837$6.77M0.03%-38,67113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC19,500$6.66M0.11%-81913F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…18,592$6.35M0.03%-40613F-HRTimelineGroup
Epoch Investment Partners, Inc.18,515$6.32M0.04%-25,96013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC18,236$6.23M0.01%+70913F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG18,222$6.22M0.05%013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT18,059$6.17M0.04%+81713F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…18,000$6.15M0.01%-71,90013F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding17,895$6.11M+678Timeline
Convergence Investment Partners, LLC17,656$6.03M0.57%new13F-HRTimeline
AMALGAMATED BANK17,579$6M0.04%-3613F-HRTimeline
PEREGRINE INVESTMENT MANAGEMENT INC17,210$5.88M2.5%-4,00013F-HRTimeline
Entropy Technologies, LP16,626$5.68M0.23%-9,28513F-HRTimeline
Police & Firemen's Retirement System of…16,531$5.64M0.04%+85813F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC16,531$5.64M0.07%+7113F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding16,239$5.54M-619Timeline
Prescott Group Capital Management, L.L.…16,137$5.51M0.48%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…16,090$5.49M0.23%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…15,827$5.4M0.01%-4113F-HRTimeline
ALPS ADVISORS INC15,547$5.31M0.02%+45713F-HRTimeline
Alberta Investment Management Corp15,200$5.19M0.03%new13F-HRTimeline
Harbor Advisors LLC15,000$5.12M0.64%013F-HRTimeline
NFJ INVESTMENT GROUP, LLC14,986$5.12M0.17%new13F-HRTimeline
Advisory Services Network, LLC14,837$5.07M0.06%-2,21113F-HRTimeline
Oak Harvest Investment Services14,733$5.03M0.47%new13F-HRTimeline
LPL Financial LLC14,504$4.95M<0.01%-11,77013F-HRTimeline
EFG International AGin group EFG International AG14,483$4.95M0.09%013F-HRTimelineGroup
State of Tennessee, Department of Treas…14,474$4.94M0.01%-26013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…14,340$4.9M0.05%-48213F-HRTimelineGroup
Centric Wealth Management14,764$4.71M0.73%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC13,789$4.71M0.19%+7,58713F-HRTimelineGroup
TREMBLANT CAPITAL GROUPin group TREMBLANT CAPITAL GROUP13,673$4.67M0.13%+19213F-HRTimelineGroup