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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

571 managers (585 13F filers) reported a position in EVR shares at 2024-12-31, 33,284,001 shares in all. 90 filers opened a position and 36 filers sold out during the quarter.

Managers
571
13F filers
585
New
90
Added
191
Reduced
199
Sold out
36
Shares held by filers
33,284,001

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Prescott Group Capital Management, L.L.…9,940$2.76M0.37%013F-HR/ATimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding9,882$2.74M-5,818Timeline
Louisiana State Employees Retirement Sy…9,800$2.72M0.05%-10013F-HRTimeline
Steward Partners Investment Advisory, L…9,716$2.69M0.02%+9,65013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,671$2.68M<0.01%+92313F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…9,585$2.66M0.01%+1,72413F-HRTimeline
CAMPBELL NEWMAN ASSET MANAGEMENT INC9,551$2.65M0.21%-5213F-HRTimeline
Great Diamond Partners, LLC9,444$2.62M0.68%-1413F-HRTimeline
Handelsbanken Fonder AB9,337$2.59M0.01%-1,70013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC9,263$2.57M0.43%013F-HRTimeline
Vestcor Inc9,259$2.57M0.09%+2,99113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,247$2.56M0.02%+1,37113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,981$2.49M<0.01%+5813F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd8,963$2.49M0.05%+6,22313F-HRTimelineGroup
Advisors Asset Management, Inc.8,709$2.41M0.04%-4,41013F-HR/ATimeline
Atria Investments, Inc8,709$2.41M0.03%-12113F-HRTimeline
Shilanski & Associates, Inc.8,457$2.34M0.75%-29713F-HRTimeline
CPC Advisors, LLC8,434$2.34M0.32%+2,69713F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM8,405$2.33M0.01%-10013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,253$2.29M<0.01%+13613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,196$2.27M-177Timeline
Sargent Investment Group, LLC8,549$2.23M0.36%new13F-HRTimeline
Pacer Advisors, Inc.8,019$2.22M<0.01%+2,83213F-HRTimeline
AXIOM INVESTORS LLC /DE8,009$2.22M0.02%new13F-HRTimeline
QSV Equity Investors LLC8,001$2.22M2.13%+213F-HRTimeline
Interval Partners, LP7,963$2.21M0.06%new13F-HRTimeline
LECAP ASSET MANAGEMENT LTD7,920$2.2M0.6%+2,54013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…7,819$2.17M0.01%-4013F-HRTimeline
Federation des caisses Desjardins du Qu…7,784$2.16M0.01%-55513F-HRTimeline
KLP KAPITALFORVALTNING AS7,400$2.05M0.01%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,331$2.03M0.15%+17513F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7,300$2.02M0.07%013F-HRTimeline
Washington Trust Advisors, Inc.7,245$2.01M0.17%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,231$2M0.04%013F-HRTimeline
Dana Investment Advisors, Inc.7,137$1.98M0.07%-1,06113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,091$1.97M0.06%-22313F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd7,088$1.96M0.13%new13F-HRTimeline
New Age Alpha Advisors, LLC7,019$1.95M0.08%new13F-HR/ATimeline
HighTower Advisors, LLC6,857$1.9M<0.01%+1,48013F-HRTimeline
Schonfeld Strategic Advisors LLC6,826$1.89M0.01%+5,49813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,773$1.88M0.22%-113F-HRTimeline
Caitlin John, LLC6,696$1.86M1.26%+20413F-HRTimeline
Sequoia Financial Advisors, LLC6,429$1.78M0.02%new13F-HR/ATimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,350$1.76M0.44%-4713F-HRTimelineGroup
Radnor Capital Management, LLC6,265$1.74M0.29%-1513F-HRTimeline
Wambolt & Associates, LLC6,241$1.73M0.55%-1,51313F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,154$1.71M0.31%-69013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,061$1.68M<0.01%+1,63813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …6,062$1.67M<0.01%+72113F-HRTimelineGroup
Central Asset Investments & Management …6,035$1.67M1.03%new13F-HRTimeline
Cadence Bank5,963$1.65M0.11%-4413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,879$1.63M<0.01%+2,34213F-HR/ATimeline
Dynamic Technology Lab Private Ltd5,791$1.6M0.26%+513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,660$1.58M<0.01%-1,60913F-HRTimelineGroup
CROBAN5,644$1.56M1.54%13F-HRTimeline
Campbell & CO Investment Adviser LLC5,609$1.55M0.12%-1,48013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,480$1.52M<0.01%+77913F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…5,470$1.52M0.95%13F-HRTimeline
VestGen Investment Management5,395$1.5M0.41%+5313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK5,394$1.5M0.05%013F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC5,241$1.45M0.78%+1,29013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,203$1.44M0.02%+80413F-HRTimeline
Summit Place Financial Advisors, LLC4,933$1.37M0.78%+113F-HRTimeline
Entropy Technologies, LP4,900$1.36M0.14%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,858$1.35M0.02%+2,28213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,850$1.34M<0.01%+59013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,816$1.33M0.11%013F-HRTimelineGroup
Freedom Day Solutions, LLC4,791$1.33M0.4%+18313F-HRTimeline
Legacy Wealth Asset Management, LLC4,691$1.3M0.35%-42613F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,450$1.23M0.03%013F-HRTimelineGroup
BNP PARIBASin group BNP PARIBAS4,415$1.22M0.01%+34913F-HRTimelineGroup
MGO ONE SEVEN LLC4,414$1.22M0.05%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC4,407$1.22M0.39%-14013F-HRTimeline
Creative Planningin group Creative Planning4,328$1.2M<0.01%+28513F-HRTimelineGroup
FOSTER & MOTLEY INC4,296$1.19M0.08%-1,20513F-HRTimeline
Ausbil Investment Management Ltd4,271$1.19M0.71%-1,35813F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC4,257$1.18M0.13%-35113F-HRTimelineGroup
Zions Bancorporation, N.A.4,190$1.16M0.07%+1,43913F-HRTimeline
XPONANCE LLC4,143$1.15M0.01%+19813F-HRTimeline
TOWNSQUARE CAPITAL LLC4,142$1.15M0.01%-18813F-HRTimeline
Asset Management One Co., Ltd.4,041$1.12M<0.01%-1,10413F-HRTimeline
State of Alaska, Department of Revenue4,037$1.12M0.01%-31,40313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,882$1.08M<0.01%013F-HRTimeline
ISTHMUS PARTNERS, LLC3,860$1.07M0.13%013F-HRTimeline
Sanctuary Advisors, LLC3,690$1.07M0.01%+20513F-HRTimeline
Cornerstone Investment Partners, LLC3,819$1.06M0.05%+10413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,785$1.05M<0.01%-5,63513F-HRTimeline
Ethic Inc.3,603$999K0.02%new13F-HRTimeline
TLWM3,572$990K0.19%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd3,546$983K0.38%new13F-HRTimeline
Janney Montgomery Scott LLC3,453$957K<0.01%+72313F-HRTimeline
Ransom Advisory, Ltd3,450$956K0.44%-75013F-HRTimeline
Trivant Custom Portfolio Group, LLC3,433$952K0.56%-2613F-HRTimeline
INCEPTIONR LLC3,380$937K0.21%+2,03813F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC3,285$911K<0.01%013F-HRTimelineGroup
HUDSON EDGE INVESTMENT PARTNERS INC.3,225$894K0.16%+15013F-HRTimeline
Dynamic Advisor Solutions LLC3,142$871K0.04%+9413F-HRTimeline
CWM, LLCin group CWM, LLC3,129$867K<0.01%+1,46413F-HRTimelineGroup
CIBC WORLD MARKET INC.3,096$858K<0.01%new13F-HRTimeline
Private Advisory Group LLC3,039$842K0.09%new13F-HR/ATimeline
Swedbank ABin group Swedbank AB3,000$832K<0.01%013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,927$811K<0.01%-13313F-HRTimelineGroup
O'ROURKE & COMPANY, Inc2,914$808K0.4%-33113F-HRTimeline
Vestmark Advisory Solutions, Inc.2,895$802K0.03%+1,09213F-HRTimeline
Crossmark Global Holdings, Inc.2,874$797K0.01%-29813F-HRTimeline
Cambridge Investment Research Advisors,…2,828$784K<0.01%+1,01813F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,800$776K0.05%+313F-HRTimelineGroup
Illinois Municipal Retirement Fund2,791$774K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,779$770K0.02%-2013F-HRTimeline
CHOREO, LLC2,754$765K0.01%-1,68413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,569$735K0.04%+9513F-HRTimeline
Aviance Capital Partners, LLC2,653$735K0.1%-76213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,652$735K0.02%-10013F-HRTimeline
Harvest Investment Services, LLC2,645$733K0.18%new13F-HRTimeline
INTRUST BANK NA2,602$721K0.07%+4813F-HRTimeline
First National Bank of Hutchinson2,544$705K0.43%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,530$701K<0.01%-1913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,500$693K<0.01%new13F-HRTimelineGroup
Moody Aldrich Partners LLC2,497$692K0.13%-1113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,480$687K<0.01%-5,66913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,472$685K<0.01%+14713F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,421$671K0.01%+61613F-HRTimelineGroup
Yorktown Management & Research Co Inc2,375$658K0.63%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …2,360$654K0.21%-2213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,297$637K<0.01%-12013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC2,214$614K0.01%-1,74013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,208$612K<0.01%-43713F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.2,200$611K0.02%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,203$611K<0.01%-9713F-HRTimelineGroup
Sterling Capital Management LLC2,125$589K0.01%+75713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,057$570K<0.01%+7513F-HRTimelineGroup
Maryland State Retirement & Pension Sys…2,049$568K0.01%013F-HRTimeline
AVIVA PLCin group AVIVA PLC2,030$563K<0.01%+26113F-HRTimelineGroup
TWINBEECH CAPITAL LP2,026$562K0.01%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,043$537K0.04%-6613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,901$527K0.01%-11913F-HRTimeline
Utah Retirement Systems1,900$527K0.01%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP1,873$519K0.08%new13F-HRTimeline
Hardy Reed LLC1,854$514K0.05%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding1,839$510K+1,006Timeline
NewEdge Wealth, LLC1,834$508K0.01%-16413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,821$505K0.04%-31513F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC1,818$504K0.03%-25513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,806$501K<0.01%-34113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,800$499K<0.01%-1,82213F-HRTimelineGroup
GREENLEAF TRUST1,785$495K<0.01%-913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,778$492K<0.01%new13F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC1,754$486K0.04%new13F-HRTimeline
Versor Investments LP1,737$481K0.08%+73713F-HRTimeline
Evercore Wealth Management, LLC1,720$477K0.01%013F-HRTimeline
Cetera Trust Company, N.A1,720$477K0.31%-9413F-HRTimeline
Mutual Advisors, LLC1,687$471K0.01%new13F-HRTimeline
Maxi Investments CY Ltd1,692$469K0.09%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,642$455K-2,131Timeline
BLAIR WILLIAM & CO/IL1,598$443K<0.01%-113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,581$438K<0.01%+2913F-HR/ATimelineGroup
Manchester Capital Management LLC1,577$437K0.05%013F-HRTimeline
Pier Capital, LLC1,565$434K0.06%-31,19713F-HRTimeline
Chiron Investment Management, LLC1,557$432K0.14%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,554$431K<0.01%+5413F-HRTimelineGroup
EP Wealth Advisors, LLC1,546$429K<0.01%-5013F-HRTimeline
Qsemble Capital Management, LP1,544$428K0.06%new13F-HRTimeline
First Bank & Trust1,543$428K0.08%-613F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP1,523$422K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Jump Financial, LLCin group Jump Financial, LLC1,506$417K0.01%-60413F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC1,496$415K0.02%013F-HRTimeline
KBC Group NVin group KBC Group NV1,457$404K<0.01%+43913F-HRTimelineGroup
Callan Family Office, LLC1,435$398K0.03%new13F-HRTimeline
Headlands Technologies LLC1,432$397K0.04%new13F-HRTimeline
Parallel Advisors, LLC1,428$396K0.01%+513F-HRTimeline
New Century Financial Group, LLC1,400$389K0.17%-22013F-HRTimeline
Oak Thistle LLC1,366$379K0.11%+18813F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,345$373K0.01%-5613F-HRTimeline
Pekin Hardy Strauss, Inc.1,345$373K0.05%-13013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,337$371K0.02%-213F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,332$369K0.07%+12213F-HRTimeline
&PARTNERS1,287$364K<0.01%new13F-HRTimeline
Hamilton Capital Partners Inc.1,307$362K0.03%+4113F-HRTimeline
OXFORD ASSET MANAGEMENT LLP1,304$361K0.17%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Net Worth Advisory Group1,289$357K0.11%-213F-HRTimeline
Bond & Devick Financial Network, Inc.1,400$355K0.15%013F-HRTimeline
TRUST POINT INC.1,255$348K0.02%+35513F-HRTimeline
Insight Wealth Partners, LLC1,223$339K0.21%013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,208$335K0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,200$333K0.01%-1313F-HRTimeline
ANB BANK1,191$330K0.14%13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,188$329K<0.01%+15213F-HRTimelineGroup
CIBC Asset Management Inc1,173$325K<0.01%+5713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,157$321K0.03%-81913F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,154$320K0.01%-3,16513F-HRTimeline
Linden Thomas Advisory Services, LLC1,150$319K0.04%-1813F-HRTimeline
NewEdge Advisors, LLC1,148$318K<0.01%+83713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,120$310K<0.01%+213F-HRTimelineGroup
Fielder Capital Group LLC1,105$306K0.1%+4713F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,100$305K0.09%new13F-HRTimeline
Blue Trust, Inc.1,100$305K<0.01%-71913F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC1,082$300K<0.01%+14613F-HRTimelineGroup
Kendall Capital Management1,080$299K0.09%-33513F-HRTimeline
MGB Wealth Management, LLC1,078$299K0.09%new13F-HRTimeline
Legacy Capital Group California, Inc.1,074$298K0.09%+21013F-HRTimeline