Skip to content
Disclosery

EVR EVERCORE INC

Follow

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
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…13,500$4.61M0.01%-1,50013F-HRTimelineGroup
SYON CAPITAL LLC13,485$4.6M0.2%-2,14013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO13,394$4.57M0.7%+44713F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al13,140$4.49M0.03%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …12,714$4.34M0.01%-1,43313F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…12,554$4.29M0.01%013F-HRTimelineGroup
WHITTIER TRUST CO11,906$4.23M0.04%-8313F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,836$4.04M0.03%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC11,829$4.04M0.03%+99413F-HRTimelineGroup
Handelsbanken Fonder AB11,617$3.97M0.01%+96013F-HRTimeline
CX Institutional11,612$3.96M0.11%+23613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,540$3.94M<0.01%-86213F-HRTimelineGroup
SRH ADVISORS, LLC11,525$3.94M1%013F-HRTimeline
Louisiana State Employees Retirement Sy…11,300$3.86M0.06%+10013F-HR/ATimeline
Steward Partners Investment Advisory, L…11,077$3.78M0.02%+9,56213F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC11,001$3.76M0.04%-72713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\10,789$3.68M<0.01%-46,30513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,738$3.67M0.04%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd10,622$3.63M0.05%-21,72713F-HRTimelineGroup
Bridge City Capital, LLC10,555$3.6M0.82%-20813F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC10,536$3.6M0.24%+83713F-HRTimelineGroup
Illinois Municipal Retirement Fund10,511$3.59M0.04%+3,74013F-HRTimeline
CAMPBELL NEWMAN ASSET MANAGEMENT INC10,481$3.58M0.27%+45413F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,382$3.54M0.02%-23913F-HRTimeline
Advisors Asset Management, Inc.10,339$3.53M0.05%+1,05713F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT9,774$3.34M0.03%-4,06013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC9,268$3.16M0.39%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…9,261$3.16M0.02%-43013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC9,205$3.14M0.03%+5,10913F-HRTimeline
Covea Finance9,100$3.11M0.1%+70013F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM9,005$3.07M0.01%-30013F-HRTimeline
South Dakota Investment Council8,817$3.01M0.05%013F-HRTimeline
MAI Capital Management8,799$3M0.01%+2,22313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,770$2.99M0.01%+17513F-HRTimelineGroup
Crossmark Global Holdings, Inc.8,637$2.95M0.04%-2,19613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,636$2.95M0.01%+1,24313F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC8,573$2.93M0.38%-36613F-HRTimeline
KLP KAPITALFORVALTNING AS8,540$2.92M0.01%-28013F-HRTimeline
Orion Porfolio Solutions, LLC8,421$2.88M0.02%-2,71413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,188$2.8M0.28%-913F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD8,000$2.73M0.07%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,971$2.72M0.03%+1513F-HRTimeline
Dana Investment Advisors, Inc.7,876$2.69M0.07%+1,06913F-HRTimeline
Monument Capital Management7,676$2.62M0.53%+50513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC7,610$2.6M0.01%+2,70213F-HRTimelineGroup
Summit Trail Advisors, LLC7,603$2.6M0.03%-30513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,587$2.59M<0.01%-5213F-HRTimelineGroup
Element Squared LLC7,566$2.58M1.29%-32813F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…7,544$2.58M1.18%-26813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC7,403$2.53M0.02%-1,55913F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…7,381$2.52M0.04%+6,21813F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A7,296$2.49M0.01%013F-HRTimelineGroup
New Age Alpha Advisors, LLC7,275$2.48M0.11%+1,77513F-HRTimeline
Knights of Columbus Asset Advisors LLC7,233$2.47M0.12%+17313F-HRTimeline
Merit Financial Group, LLC7,157$2.44M0.02%+2,45113F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,125$2.43M0.06%013F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP7,059$2.41M0.15%+4,41113F-HRTimeline
Pallas Capital Advisors LLC6,951$2.37M0.07%+51413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.6,913$2.36M0.02%+5,67213F-HRTimelineGroup
Vestcor Inc6,824$2.33M0.06%-1,15113F-HRTimeline
Aurora Investment Counsel6,658$2.27M1.17%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,642$2.27M<0.01%-13913F-HRTimelineGroup
Washington Trust Advisors, Inc.6,633$2.26M0.17%-15013F-HRTimeline
TWINBEECH CAPITAL LP6,600$2.25M0.41%new13F-HRTimeline
Radnor Capital Management, LLC6,480$2.21M0.31%013F-HRTimeline
Cetera Investment Advisers6,471$2.21M<0.01%-1,01013F-HRTimeline
L2 Asset Management, LLC6,449$2.2M0.23%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK6,386$2.18M0.01%+7213F-HRTimelineGroup
OP Asset Management Ltd6,266$2.14M0.02%+98413F-HRTimeline
Nitorum Capital, L.P.6,225$2.13M1.45%013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS6,185$2.11M0.01%-2,41013F-HRTimeline
Federation des caisses Desjardins du Qu…5,980$2.04M0.01%+51413F-HRTimeline
HighTower Advisors, LLC5,959$2.03M<0.01%-2,39713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,822$2.02M0.04%-313F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,821$1.99M0.07%+3,99013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,747$1.96M<0.01%new13F-HRTimelineGroup
IMC-Chicago, LLC5,745$1.96M0.02%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,672$1.94M<0.01%-58513F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC5,665$1.93M0.04%+25013F-HRTimelineGroup
BRIGHTON JONES LLC5,630$1.92M0.04%+1,20313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC5,524$1.89M0.02%-3,78213F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,485$1.87M0.21%-10513F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P5,253$1.79M0.04%+78313F-HRTimeline
CROBAN5,247$1.79M0.79%-2413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,173$1.77M0.08%+7113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,092$1.74M<0.01%+2,72613F-HRTimelineGroup
Sargent Investment Group, LLC4,991$1.7M0.2%-1,18913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,894$1.67M0.08%+213F-HRTimelineGroup
Great Diamond Partners, LLC4,871$1.66M0.29%+21813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…4,859$1.66M0.01%new13F-HRTimelineGroup
Summit Place Financial Advisors, LLC4,846$1.65M0.72%+11213F-HRTimeline
HRT FINANCIAL LP4,807$1.64M<0.01%-17,83813F-HRTimeline
Catalyst Capital Advisors LLC4,800$1.64M0.03%-22513F-HRTimeline
Sivia Capital Partners, LLC4,767$1.63M0.2%+78713F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.4,730$1.62M0.27%new13F-HRTimeline
CAXTON ASSOCIATES LLP4,728$1.61M0.03%new13F-HRTimeline
Cornerstone Investment Partners, LLC4,710$1.61M0.05%+1113F-HRTimeline
Capricorn Fund Managers Ltd4,700$1.6M0.13%new13F-HRTimeline
Chicago Partners Investment Group LLC4,769$1.6M0.03%+59913F-HRTimeline
Krilogy Financial LLC4,662$1.59M0.05%+1,48013F-HRTimeline
Legato Capital Management LLC4,635$1.58M0.13%+10013F-HRTimeline
XPONANCE LLC4,497$1.54M0.01%-4013F-HRTimeline
Pacer Advisors, Inc.4,349$1.49M<0.01%-20913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,148$1.42M<0.01%+42913F-HRTimelineGroup
Freedom Day Solutions, LLC4,039$1.38M0.31%-19713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,050$1.38M+1,760Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding3,966$1.35M-70,765Timeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…3,960$1.35M<0.01%+5713F-HR/ATimelineGroup
PenderFund Capital Management Ltd.3,916$1.34M0.17%+81613F-HRTimeline
State of Alaska, Department of Revenue3,791$1.29M0.01%-5713F-HRTimeline
RFG Advisory, LLC3,750$1.28M0.02%new13F-HRTimeline
Sanctuary Advisors, LLC3,733$1.27M0.01%-213F-HRTimeline
Integrated Wealth Concepts LLC3,694$1.26M0.01%+50913F-HRTimeline
Mount Lucas Management LP3,573$1.22M0.43%+1,85013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,555$1.21M0.42%013F-HRTimeline
Bull Harbor Capital LLC3,553$1.21M0.24%+1,41013F-HRTimeline
Trivant Custom Portfolio Group, LLC3,538$1.21M0.64%-10313F-HRTimeline
Legacy Wealth Asset Management, LLC3,521$1.2M0.26%-15013F-HRTimeline
Atom Investors LP3,502$1.2M0.11%new13F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,466$1.18M0.01%-4,37613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,369$1.15M<0.01%+24013F-HRTimelineGroup
Jackson Wealth Management, LLC3,360$1.15M0.68%-36,24513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,250$1.11M0.05%+2,50013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC3,219$1.1M0.01%+1,83713F-HRTimeline
Legend Financial Advisors, Inc.3,210$1.1M0.62%-913F-HRTimeline
Impact Partnership Wealth, LLC3,204$1.09M0.11%+42213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,185$1.09M0.01%+3713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,181$1.09M<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC3,171$1.08M0.01%+96313F-HRTimeline
ISTHMUS PARTNERS, LLC3,165$1.08M0.1%013F-HRTimeline
Nicholas Investment Partners, LP3,138$1.07M0.06%013F-HRTimeline
Swedbank ABin group Swedbank AB3,000$1.02M<0.01%013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,989$1.02M<0.01%-8613F-HRTimelineGroup
Havemeyer Place LP2,980$1.02M0.1%-43613F-HRTimeline
Vestmark Advisory Solutions, Inc.2,970$1.01M0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,951$1.01M<0.01%+20213F-HRTimeline
Dynamic Advisor Solutions LLC2,915$995K0.03%-29413F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP2,903$991K0.06%-63713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,891$987K0.04%013F-HRTimeline
NOVEM GROUP2,888$986K0.1%new13F-HRTimeline
INTRUST BANK NA2,879$983K0.07%-9713F-HRTimeline
AlphaGrep UK Ltd2,844$971K0.3%+1,66713F-HRTimeline
WADDELL & ASSOCIATES, LLC2,840$970K0.05%+32513F-HRTimeline
BNP PARIBASin group BNP PARIBAS2,825$965K0.03%-20813F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC2,799$956K<0.01%+84613F-HRTimelineGroup
&PARTNERS2,754$940K<0.01%+1,65113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,636$900K<0.01%+1,45513F-HRTimelineGroup
O'ROURKE & COMPANY, Inc2,604$889K0.31%-7613F-HRTimeline
MGO ONE SEVEN LLC2,603$889K0.01%-1413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…2,601$888K0.01%-25113F-HRTimelineGroup
First National Bank of Hutchinson2,582$882K0.48%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,563$875K0.02%+86813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,411$823K<0.01%+613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,388$815K<0.01%-15013F-HRTimeline
Marshall Financial Group, LLC2,373$810K0.12%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,365$808K<0.01%-1,04913F-HRTimelineGroup
NewEdge Advisors, LLC2,348$802K<0.01%+83913F-HRTimeline
Vise Technologies, Inc.2,326$794K0.01%+51813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,325$794K0.03%+33913F-HRTimeline
AVIVA PLCin group AVIVA PLC2,290$782K<0.01%-49713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,263$773K0.03%-59613F-HRTimelineGroup
JMN Financial LLC2,258$771K0.6%-2413F-HRTimeline
MML INVESTORS SERVICES, LLC2,254$770K<0.01%+30213F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P2,230$761K0.17%new13F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC2,220$758K0.17%-4,93013F-HRTimeline
EP Wealth Advisors, LLC2,212$755K<0.01%+53613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,197$750K0.05%+77313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,191$748K<0.01%-28,38513F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…2,506$748K0.05%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,170$741K<0.01%+96713F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,161$738K<0.01%-4,30013F-HRTimelineGroup
Kera Capital Partners, Inc.2,141$731K0.07%+8313F-HRTimeline
Allworth Financial LP2,123$725K<0.01%+61013F-HRTimeline
Waverly Advisors, LLC2,037$696K<0.01%+12713F-HRTimeline
Aviance Capital Partners, LLC2,028$692K0.07%-7013F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.2,008$686K0.09%+66713F-HRTimeline
NorthCrest Asset Manangement, LLC2,013$684K0.02%+81313F-HRTimeline
BOK Financial Private Wealth, Inc.1,965$671K0.03%-27013F-HRTimeline
Summit Financial, LLC1,952$666K0.01%-3613F-HRTimeline
Utah Retirement Systems1,914$654K0.01%-3413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC1,913$653K0.01%+1813F-HRTimelineGroup
Savvy Advisors, Inc.1,907$651K0.01%-20913F-HRTimeline
Baker Avenue Asset Management, LP1,900$649K0.01%+25713F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS1,889$645K<0.01%+2313F-HRTimelineGroup
HANCOCK WHITNEY CORP1,884$643K0.01%-5,40013F-HRTimeline
Cetera Trust Company, N.A1,870$638K0.32%+5013F-HRTimeline
Hardy Reed LLC1,857$634K0.04%+313F-HRTimeline
CHOREO, LLC1,854$633K0.01%-3913F-HRTimeline
iA Global Asset Management Inc.1,855$633K0.01%new13F-HRTimeline
Empowered Funds, LLC1,850$632K<0.01%+1,04313F-HRTimeline
Net Worth Advisory Group1,849$631K0.16%+2713F-HRTimeline
Maryland State Retirement & Pension Sys…1,839$628K0.01%013F-HRTimeline
J2 Capital Management Inc1,819$621K0.42%-5213F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,807$617K0.15%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,787$610K<0.01%+3313F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/1,780$608K0.15%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,760$601K0.04%+26513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,703$581K0.01%+59213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WINTON GROUP Ltdin group WINTON GROUP Ltd1,680$574K0.02%new13F-HRTimelineGroup
AlphaCore Capital LLC1,680$574K0.01%new13F-HRTimeline