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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

542 managers (554 13F filers) reported a position in EVR shares at 2025-03-31, 34,425,210 shares in all. 71 filers opened a position and 102 filers sold out during the quarter.

Managers
542
13F filers
554
New
71
Added
226
Reduced
184
Sold out
102
Shares held by filers
34,425,210

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ESSEX INVESTMENT MANAGEMENT CO LLC10,634$2.12M0.44%-8713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,779$2.11M<0.01%+5,11913F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM10,374$2.07M0.01%-19613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd10,309$2.06M0.05%+1,34613F-HRTimelineGroup
DENALI ADVISORS LLC10,298$2.06M0.23%-77613F-HRTimeline
F/m Investments LLC10,244$2.05M0.08%-7,28113F-HRTimeline
HANCOCK WHITNEY CORP10,212$2.04M0.07%-92813F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,140$2.03M0.06%+7213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,068$2.01M0.01%+48313F-HRTimeline
Prescott Group Capital Management, L.L.…9,940$1.99M0.29%013F-HRTimeline
Louisiana State Employees Retirement Sy…9,900$1.98M0.04%+10013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,814$1.96M<0.01%+14313F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC9,610$1.92M0.08%new13F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd9,563$1.91M0.13%+2,47513F-HRTimeline
Great Diamond Partners, LLC9,525$1.9M0.52%+8113F-HRTimeline
CAMPBELL NEWMAN ASSET MANAGEMENT INC9,507$1.9M0.16%-4413F-HRTimeline
Handelsbanken Fonder AB9,337$1.86M0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,336$1.86M<0.01%+35513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…9,281$1.85M0.01%+1,49713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC9,268$1.85M0.32%+513F-HRTimeline
WOLVERINE TRADING, LLC9,092$1.81M0.06%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,838$1.77M0.01%-40913F-HRTimeline
Shilanski & Associates, Inc.8,684$1.73M0.54%+22713F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM8,505$1.7M0.01%+10013F-HRTimeline
Atria Investments, Inc8,493$1.7M0.02%-21613F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…8,463$1.69M0.01%+64413F-HRTimeline
AlphaQuest LLC8,438$1.69M0.18%+8,23913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,333$1.66M+137Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,307$1.66M<0.01%+5413F-HRTimelineGroup
Dana Investment Advisors, Inc.8,281$1.65M0.06%+1,14413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,164$1.63M<0.01%-8,41913F-HRTimelineGroup
QSV Equity Investors LLC7,983$1.59M1.65%-1813F-HRTimeline
Cinctive Capital Management LP7,824$1.56M0.12%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,575$1.51M<0.01%-219,22913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,566$1.51M0.12%+23513F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.7,500$1.5M0.06%+5,30013F-HRTimelineGroup
Sequoia Financial Advisors, LLC7,445$1.49M0.01%+1,01613F-HRTimeline
KLP KAPITALFORVALTNING AS7,400$1.48M0.01%013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7,300$1.46M0.05%013F-HRTimeline
New Age Alpha Advisors, LLC7,187$1.44M0.06%+16813F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,178$1.43M0.03%-5313F-HRTimeline
Washington Trust Advisors, Inc.7,045$1.41M0.12%-20013F-HRTimeline
Sargent Investment Group, LLC7,023$1.4M0.22%-1,52613F-HRTimeline
HighTower Advisors, LLC6,968$1.39M<0.01%+11113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,966$1.39M0.05%-12513F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.6,773$1.35M0.17%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,625$1.32M<0.01%+56413F-HRTimeline
111 Capital6,535$1.31M0.25%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,493$1.3M0.34%+14313F-HRTimelineGroup
Legato Capital Management LLC6,453$1.29M0.17%-10,20413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,426$1.28M0.07%+5,26913F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…6,266$1.25M0.88%+79613F-HRTimeline
Radnor Capital Management, LLC6,265$1.25M0.21%013F-HRTimeline
Wambolt & Associates, LLC6,103$1.22M0.42%-13813F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,119$1.22M0.22%-3513F-HRTimeline
TD Waterhouse Canada Inc.6,099$1.22M0.01%-8,17013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,095$1.22M0.6%+85413F-HRTimeline
Cadence Bank6,027$1.2M0.09%+6413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …5,967$1.2M<0.01%-9513F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,988$1.2M<0.01%+50813F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP5,911$1.18M0.11%new13F-HRTimeline
Creative Planningin group Creative Planning5,802$1.16M<0.01%+1,47413F-HRTimelineGroup
Schonfeld Strategic Advisors LLC5,700$1.14M0.01%-1,12613F-HRTimeline
CROBAN5,577$1.11M1.03%-6713F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC5,334$1.07M0.37%+4,23413F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC5,180$1.03M0.12%+92313F-HRTimelineGroup
Janney Montgomery Scott LLC5,113$1.02M<0.01%+1,66013F-HRTimeline
MML INVESTORS SERVICES, LLC5,067$1.01M<0.01%+21713F-HRTimeline
Advisors Asset Management, Inc.5,057$1.01M0.02%-3,65213F-HR/ATimeline
Aigen Investment Management, LP4,949$988K0.16%+4,14113F-HRTimeline
VestGen Investment Management4,893$977K0.74%-50213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,874$973K0.01%+1613F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,865$972K0.02%+41513F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…4,843$967K<0.01%-37,17713F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,816$962K0.08%013F-HRTimelineGroup
Edgestream Partners, L.P.4,798$958K0.03%-22,93213F-HRTimeline
Summit Place Financial Advisors, LLC4,723$943K0.53%-21013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd4,696$938K0.06%new13F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC4,681$935K0.01%+53913F-HRTimeline
CWM, LLCin group CWM, LLC4,559$911K<0.01%+1,43013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,556$910K<0.01%-1,32313F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC4,553$909K<0.01%+2,77513F-HRTimelineGroup
Legacy Wealth Asset Management, LLC4,520$903K0.25%-17113F-HRTimeline
Freedom Day Solutions, LLC4,510$901K0.28%-28113F-HRTimeline
MACKENZIE FINANCIAL CORP4,478$894K<0.01%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC4,407$880K0.28%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP4,392$877K0.04%+2,51913F-HRTimeline
Cornerstone Investment Partners, LLC4,323$863K0.04%+50413F-HRTimeline
Vestmark Advisory Solutions, Inc.4,205$840K0.02%+1,31013F-HRTimeline
Waterway Wealth Management, LLC4,201$839K0.35%new13F-HRTimeline
State of Alaska, Department of Revenue4,147$828K0.01%+11013F-HRTimeline
XPONANCE LLC4,138$826K0.01%-513F-HRTimeline
BNP PARIBASin group BNP PARIBAS4,095$818K0.03%-32013F-HRTimelineGroup
FORA Capital, LLC4,037$806K0.08%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,882$775K<0.01%013F-HRTimeline
Pier Capital, LLC3,773$754K0.13%+2,20813F-HRTimeline
TLWM3,771$753K0.15%+19913F-HRTimeline
Dynamic Advisor Solutions LLC3,728$745K0.02%+58613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,685$736K<0.01%-10013F-HRTimeline
Trivant Custom Portfolio Group, LLC3,673$734K0.42%+24013F-HRTimeline
First National Bank of Hutchinson3,556$710K0.47%+1,01213F-HRTimeline
ISTHMUS PARTNERS, LLC3,490$697K0.09%-37013F-HRTimeline
Ransom Advisory, Ltd3,450$689K0.34%013F-HRTimeline
INCEPTIONR LLC3,400$679K0.2%+2013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,352$669K<0.01%+42513F-HRTimelineGroup
Sanctuary Advisors, LLC3,310$661K<0.01%-38013F-HRTimeline
Legend Financial Advisors, Inc.3,182$636K0.47%new13F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.3,156$630K0.13%-6913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,150$629K0.04%13F-HRTimeline
BANQUE PICTET & CIE SA3,124$624K0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,082$616K<0.01%+87913F-HRTimelineGroup
FOSTER & MOTLEY INC3,067$613K0.04%-1,22913F-HRTimeline
Merit Financial Group, LLC3,057$611K0.01%+2,18313F-HRTimeline
O'ROURKE & COMPANY, Inc2,911$581K0.29%-313F-HRTimeline
Entropy Technologies, LP2,908$581K0.06%-1,99213F-HRTimeline
AVIVA PLCin group AVIVA PLC2,851$569K<0.01%+82113F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO2,850$569K0.03%+5013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,806$560K0.01%+2713F-HRTimeline
Illinois Municipal Retirement Fund2,791$557K0.01%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.2,780$555K0.09%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,778$555K<0.01%+24813F-HRTimeline
Blueshift Asset Management, LLC2,777$555K0.22%new13F-HRTimeline
Caitlin John, LLC2,759$551K0.54%-3,93713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,752$550K0.02%+10013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,684$536K0.01%+1,53013F-HRTimeline
CHOREO, LLC2,671$533K0.01%-8313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,655$530K<0.01%-16,05813F-HR/ATimelineGroup
Aviance Capital Partners, LLC2,628$525K0.07%-2513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,590$517K<0.01%+29313F-HRTimeline
Bayesian Capital Management, LP2,563$512K0.08%new13F-HRTimeline
Crossmark Global Holdings, Inc.2,545$508K0.01%-32913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,424$484K<0.01%-4813F-HRTimelineGroup
Vestcor Inc2,408$481K0.02%-6,85113F-HRTimeline
Unique Wealth Strategies, LLC2,387$477K0.22%new13F-HRTimeline
Yorktown Management & Research Co Inc2,375$474K0.52%013F-HRTimeline
Nicholas Investment Partners, LP2,355$470K0.05%-80,34913F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,351$469K0.01%new13F-HRTimelineGroup
INTRUST BANK NA2,322$464K0.05%-28013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,298$459K<0.01%new13F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC2,285$456K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,250$449K<0.01%+19313F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,250$449K<0.01%+1,79013F-HRTimelineGroup
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …2,238$447K0.15%-12213F-HRTimeline
Ethic Inc.2,225$446K0.01%-1,37813F-HRTimeline
Cambridge Investment Research Advisors,…2,160$431K<0.01%-66813F-HRTimeline
BLAIR WILLIAM & CO/IL2,098$419K<0.01%+50013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.2,009$401K0.11%new13F-HRTimeline
Bayforest Capital Ltd2,005$400K0.17%new13F-HR/ATimeline
Voleon Capital Management LP2,004$400K0.03%new13F-HRTimeline
CAXTON ASSOCIATES LLP1,983$396K0.01%13F-HRTimeline
Sterling Capital Management LLC1,971$394K0.01%-15413F-HRTimeline
Scientech Research LLC1,946$389K0.1%new13F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC1,934$386K0.01%-28013F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,914$381K0.03%-12913F-HRTimelineGroup
Utah Retirement Systems1,900$379K<0.01%013F-HRTimeline
Alamea Verwaltungs GmbH1,870$373K0.32%13F-HRTimeline
BOK Financial Private Wealth, Inc.1,854$370K0.03%new13F-HRTimeline
Hardy Reed LLC1,854$370K0.03%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,853$370K0.03%+3213F-HR/ATimeline
SG Americas Securities, LLC1,851$370K<0.01%new13F-HRTimeline
Manchester Capital Management LLC1,851$370K0.05%+27413F-HRTimeline
CastleKnight Management LP1,800$359K0.04%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,797$359K<0.01%-313F-HRTimelineGroup
GREENLEAF TRUST1,781$356K<0.01%-413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,777$355K0.02%-4113F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,748$349K0.01%+1,15213F-HRTimeline
Evercore Wealth Management, LLC1,720$344K0.01%013F-HRTimeline
Cetera Trust Company, N.A1,720$344K0.22%013F-HRTimeline
Freestone Grove Partners LP1,693$338K<0.01%new13F-HRTimeline
Qsemble Capital Management, LP1,681$336K0.04%+13713F-HRTimeline
Maryland State Retirement & Pension Sys…1,676$335K0.01%-37313F-HRTimeline
SYON CAPITAL LLC1,646$329K0.03%new13F-HRTimeline
KBC Group NVin group KBC Group NV1,601$320K<0.01%+14413F-HRTimelineGroup
Mutual Advisors, LLC1,605$317K0.01%-8213F-HRTimeline
Vinva Investment Management Ltd995$316K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,575$315K0.01%-84613F-HRTimelineGroup
Summit Financial, LLC1,548$309K0.01%+58613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,545$309K0.01%+4913F-HRTimeline
First Bank & Trust1,540$308K0.06%-313F-HRTimeline
Headlands Technologies LLC1,533$306K0.03%+10113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,527$305K<0.01%-27913F-HRTimelineGroup
COOKSON PEIRCE & CO INC1,522$304K0.02%-134,91613F-HRTimeline
HB Wealth Management, LLC1,516$303K<0.01%+72813F-HRTimeline
SHERBROOKE PARK ADVISERS LLC1,516$303K0.14%+70313F-HRTimeline
Gruss & Co., LLC1,500$300K1.31%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,500$300K<0.01%-70813F-HRTimelineGroup
R Squared Ltd1,496$299K0.32%+76613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farringdon Capital, Ltd.1,456$291K0.15%+65713F-HRTimeline
EP Wealth Advisors, LLC1,453$290K<0.01%-9313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,441$288K<0.01%-14013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding1,441$288K-398Timeline
Wilmington Savings Fund Society, FSB1,439$287K0.01%-46213F-HRTimeline
Legacy Capital Group California, Inc.1,435$287K0.1%+36113F-HRTimeline
NewEdge Wealth, LLC1,416$283K0.01%-41813F-HRTimeline
Bond & Devick Financial Network, Inc.1,400$280K0.1%013F-HRTimeline
Summit Trail Advisors, LLC1,372$274K0.01%+31913F-HRTimeline
Parallel Advisors, LLC1,347$269K0.01%-8113F-HRTimeline
Blue Trust, Inc.1,313$262K<0.01%+21313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,314$262K<0.01%+12613F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT1,309$261K0.01%-3613F-HRTimeline