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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

552 managers (567 13F filers) reported a position in EVR shares at 2025-06-30, 35,717,554 shares in all. 109 filers opened a position and 100 filers sold out during the quarter.

Managers
552
13F filers
567
New
109
Added
200
Reduced
189
Sold out
100
Shares held by filers
35,717,554

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC9,793$2.64M<0.01%-22,82213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,620$2.6M0.01%-2,31813F-HRTimelineGroup
CPC Advisors, LLC9,409$2.54M0.32%-1,28913F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC9,268$2.5M0.4%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…9,237$2.49M0.01%+77413F-HRTimeline
Handelsbanken Fonder AB9,137$2.47M0.01%-20013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,068$2.45M0.02%+23013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,877$2.4M<0.01%+71313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP8,846$2.39M<0.01%-49013F-HR/ATimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM8,605$2.32M0.01%+10013F-HRTimeline
Shilanski & Associates, Inc.8,563$2.31M0.66%-12113F-HRTimeline
QSV Equity Investors LLC7,852$2.12M2.21%-13113F-HRTimeline
Dana Investment Advisors, Inc.7,824$2.11M0.07%-45713F-HRTimeline
Sargent Investment Group, LLC7,004$2.1M0.28%-1913F-HRTimeline
New Age Alpha Advisors, LLC7,773$2.1M0.09%+58613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,755$2.09M<0.01%-55213F-HRTimelineGroup
KLP KAPITALFORVALTNING AS7,400$2M0.01%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,378$1.99M0.04%+20013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7,300$1.97M0.06%013F-HRTimeline
Creative Planningin group Creative Planning7,140$1.93M<0.01%+1,33813F-HRTimelineGroup
Washington Trust Advisors, Inc.7,045$1.9M0.15%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,991$1.89M+25Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,939$1.87M0.39%+44613F-HRTimelineGroup
South Dakota Investment Council6,817$1.84M0.04%-6,00513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,773$1.83M0.22%013F-HRTimeline
Pallas Capital Advisors LLC6,577$1.78M0.07%new13F-HRTimeline
Radnor Capital Management, LLC6,565$1.77M0.28%+30013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…6,534$1.76M1.05%+26813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…6,485$1.75M0.02%-12,13313F-HRTimelineGroup
TD Waterhouse Canada Inc.6,328$1.75M0.01%+22913F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC6,465$1.75M0.52%+1,13113F-HRTimeline
Legato Capital Management LLC6,453$1.74M0.21%013F-HRTimeline
HighTower Advisors, LLC6,338$1.71M<0.01%-63013F-HRTimeline
Advisors Asset Management, Inc.6,308$1.7M0.03%+1,25113F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,028$1.64M<0.01%-4,75113F-HRTimelineGroup
Cadence Bank5,944$1.6M0.11%-8313F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,777$1.56M0.25%-34213F-HRTimeline
Wambolt & Associates, LLC5,603$1.55M0.52%-50013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,622$1.52M<0.01%-36613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,583$1.51M<0.01%-1,99213F-HR/ATimelineGroup
CROBAN5,516$1.49M1.27%-6113F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…5,342$1.44M<0.01%+49913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.5,125$1.38M0.02%+92013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC5,054$1.36M0.07%new13F-HRTimelineGroup
Summit Place Financial Advisors, LLC4,974$1.34M0.68%+25113F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,865$1.31M0.03%013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,813$1.3M0.09%-313F-HRTimelineGroup
Bridgewater Associates, LP4,743$1.28M0.01%-40,54313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,712$1.27M0.09%-2,85413F-HRTimeline
Legacy Wealth Asset Management, LLC4,690$1.27M0.32%+17013F-HRTimeline
Illinois Municipal Retirement Fund4,680$1.26M0.02%+1,88913F-HRTimeline
SANDLER CAPITAL MANAGEMENT4,600$1.24M0.43%new13F-HRTimeline
MACKENZIE FINANCIAL CORP4,478$1.21M<0.01%013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC4,407$1.19M0.46%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC4,402$1.19M0.13%-77813F-HRTimelineGroup
Cornerstone Investment Partners, LLC4,376$1.18M0.05%+5313F-HRTimeline
Cetera Investment Advisers4,370$1.18M<0.01%-12,71513F-HRTimeline
Asset Management One Co., Ltd.4,326$1.17M<0.01%new13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…4,271$1.15M0.09%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,167$1.13M<0.01%+1,57713F-HRTimeline
XPONANCE LLC4,105$1.11M0.01%-3313F-HRTimeline
Freedom Day Solutions, LLC4,079$1.1M0.33%-43113F-HRTimeline
State of Alaska, Department of Revenue4,047$1.09M0.01%-10013F-HRTimeline
Dynamic Advisor Solutions LLC4,021$1.09M0.03%+29313F-HRTimeline
Oak Thistle LLC3,967$1.07M0.16%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,846$1.06M<0.01%-2,12113F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …3,904$1.05M<0.01%new13F-HRTimelineGroup
Essential Partners LLC3,882$1.05M0.42%13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,882$1.05M<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC3,754$1.01M<0.01%-1,31313F-HRTimeline
Polar Asset Management Partners Inc.3,700$999K0.02%new13F-HRTimeline
Pier Capital, LLC3,685$995K0.15%-8813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,666$990K<0.01%+58413F-HRTimelineGroup
Great Diamond Partners, LLC3,631$980K0.21%-5,89413F-HRTimeline
Trivant Custom Portfolio Group, LLC3,606$974K0.53%-6713F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.3,556$960K0.04%new13F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P3,521$951K0.02%+2,31313F-HRTimeline
ISTHMUS PARTNERS, LLC3,465$936K0.11%-2513F-HRTimeline
BNP PARIBASin group BNP PARIBAS3,450$932K0.03%-64513F-HRTimelineGroup
Ransom Advisory, Ltd3,450$932K0.44%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,422$924K<0.01%+64413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,414$922K<0.01%-27113F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.3,362$908K0.16%+20613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,356$906K<0.01%+413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,351$905K<0.01%+1,10113F-HRTimelineGroup
Summit Trail Advisors, LLC3,257$879K0.02%+1,88513F-HRTimeline
Sanctuary Advisors, LLC3,245$876K0.01%-6513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,235$874K0.02%+1,66013F-HRTimelineGroup
Legend Financial Advisors, Inc.3,206$866K0.58%+2413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,180$859K<0.01%-51,32613F-HRTimelineGroup
Pacer Advisors, Inc.3,145$849K<0.01%new13F-HRTimeline
Merit Financial Group, LLC3,083$832K0.01%+2613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,048$823K0.04%-10213F-HRTimeline
Swedbank ABin group Swedbank AB3,000$810K<0.01%13F-HRTimelineGroup
O'ROURKE & COMPANY, Inc2,973$803K0.37%+6213F-HRTimeline
BANQUE PICTET & CIE SA2,928$791K0.01%-19613F-HRTimeline
INTRUST BANK NA2,915$787K0.07%+59313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,840$767K0.01%+3413F-HRTimeline
OXFORD ASSET MANAGEMENT LLP2,780$751K0.25%new13F-HRTimeline
Janney Montgomery Scott LLC2,761$746K<0.01%-2,35213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,752$743K0.02%013F-HRTimeline
Sterling Capital Management LLC2,726$736K0.01%+75513F-HR/ATimeline
BOK Financial Private Wealth, Inc.2,725$736K0.05%+87113F-HRTimeline
TWO SIGMA SECURITIES, LLC2,660$718K0.09%new13F-HRTimeline
SIMPLEX TRADING, LLC2,641$713K0.02%+2,22213F-HRTimeline
CHOREO, LLC2,621$708K0.01%-5013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,595$701K<0.01%+31013F-HRTimelineGroup
SG Americas Securities, LLC2,551$689K<0.01%+70013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,541$686K0.01%-2,33313F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL2,463$665K0.01%-168,38613F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,413$652K0.04%-43713F-HR/ATimelineGroup
Vestcor Inc2,408$650K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,417$650K<0.01%-713F-HR/ATimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding2,386$644K+945Timeline
Aviance Capital Partners, LLC2,368$639K0.08%-26013F-HRTimeline
BRIGHTON JONES LLC2,366$639K0.02%new13F-HRTimeline
Nicholas Investment Partners, LP2,355$636K0.06%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,332$630K0.01%+3413F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC2,227$601K0.02%+68213F-HRTimeline
Crossmark Global Holdings, Inc.2,220$599K0.01%-32513F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.2,169$586K<0.01%-37,17913F-HRTimeline
Summit Financial, LLC2,151$581K0.01%+60313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,142$578K0.03%+36513F-HRTimeline
AE Wealth Management LLC2,133$576K<0.01%-61,73513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,134$576K<0.01%+63413F-HRTimelineGroup
State of Wyoming2,116$571K0.07%+1,58513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,787$550K0.03%-12713F-HRTimelineGroup
PDT Partners, LLC2,000$540K0.03%new13F-HRTimeline
AVIVA PLCin group AVIVA PLC1,958$529K<0.01%-89313F-HRTimelineGroup
Utah Retirement Systems1,948$526K0.01%+4813F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,935$522K0.17%-30313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,863$503K<0.01%+6613F-HRTimelineGroup
Hardy Reed LLC1,854$501K0.04%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,842$497K<0.01%new13F-HRTimeline
Cetera Trust Company, N.A1,820$491K0.29%+10013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.1,741$470K0.08%-1,03913F-HRTimeline
GREENLEAF TRUST1,727$466K<0.01%-5413F-HRTimeline
Evercore Wealth Management, LLC1,720$464K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,705$460K<0.01%+17813F-HRTimelineGroup
Northwest & Ethical Investments L.P.1,700$458K0.01%new13F-HRTimeline
Hamilton Capital Partners Inc.1,690$456K0.02%+41913F-HRTimeline
Waterway Wealth Management, LLC1,688$456K0.14%-2,51313F-HRTimeline
Maryland State Retirement & Pension Sys…1,676$453K0.01%013F-HRTimeline
DRW Securities, LLC1,583$427K0.03%new13F-HRTimeline
Savvy Advisors, Inc.1,560$421K0.03%+39213F-HRTimeline
First Bank & Trust1,549$418K0.07%+913F-HRTimeline
Dorsey Wright & Associates1,534$414K0.1%-33,39313F-HRTimeline
GREAT LAKES ADVISORS, LLC1,505$406K<0.01%-84,20413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,483$400K0.02%+72913F-HRTimelineGroup
Alamea Verwaltungs GmbH1,481$400K0.3%-38913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,453$393K<0.01%+1213F-HRTimelineGroup
EP Wealth Advisors, LLC1,442$389K<0.01%-1113F-HRTimeline
Callan Family Office, LLC1,441$389K0.01%new13F-HRTimeline
Kera Capital Partners, Inc.1,438$388K0.08%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,432$387K0.01%-31613F-HRTimeline
READYSTATE ASSET MANAGEMENT LP1,429$386K0.02%new13F-HRTimeline
Atria Investments, Inc1,429$386K<0.01%-7,06413F-HRTimeline
FOSTER & MOTLEY INC1,418$383K0.02%-1,64913F-HRTimeline
Net Worth Advisory Group1,405$379K0.08%+14913F-HRTimeline
Bond & Devick Financial Network, Inc.1,400$378K0.13%013F-HRTimeline
NewEdge Wealth, LLC1,264$376K0.01%-15213F-HRTimeline
Cambridge Investment Research Advisors,…1,373$371K<0.01%-78713F-HRTimeline
HB Wealth Management, LLC1,361$367K<0.01%-15513F-HRTimeline
Wilmington Savings Fund Society, FSB1,347$364K0.01%-9213F-HRTimeline
DENALI ADVISORS LLC1,331$359K0.04%-8,96713F-HRTimeline
Parallel Advisors, LLC1,328$359K0.01%-1913F-HRTimeline
Ethic Inc.1,323$356K0.01%-90213F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,268$342K0.01%-4113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,258$340K<0.01%-5613F-HRTimelineGroup
Chicago Partners Investment Group LLC1,126$338K0.01%new13F-HRTimeline
Fielder Capital Group LLC1,232$333K0.09%+5713F-HRTimeline
Insight Wealth Partners, LLC1,223$330K0.18%013F-HRTimeline
Portside Wealth Group, LLC1,200$324K0.05%new13F-HRTimeline
Belpointe Asset Management LLC1,194$322K0.01%+12513F-HRTimeline
CIBC Asset Management Inc1,193$322K<0.01%013F-HRTimeline
Optas, LLC1,154$312K0.06%new13F-HRTimeline
Pekin Hardy Strauss, Inc.1,150$311K0.04%-2013F-HRTimeline
Sivia Capital Partners, LLC1,138$307K0.1%new13F-HR/ATimeline
SHERBROOKE PARK ADVISERS LLC1,132$306K0.13%-38413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,130$305K0.02%new13F-HRTimelineGroup
CERTUITY, LLC1,099$297K0.03%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO1,069$289K0.01%-21313F-HRTimeline
NORDEN GROUP LLC1,061$286K0.03%-22013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,060$286K0.03%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,050$284K<0.01%-4013F-HRTimeline
EVOKE WEALTH, LLC1,035$279K0.01%new13F-HRTimeline
Linden Thomas Advisory Services, LLC1,030$278K0.03%-15013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,018$275K0.01%-9513F-HRTimeline
COURIER CAPITAL LLC1,000$270K0.02%new13F-HRTimeline
Heritage Wealth Management, Inc.1,000$270K0.09%new13F-HRTimeline
Moody Aldrich Partners LLC992$268K0.05%-2113F-HRTimeline
Blue Trust, Inc.992$268K<0.01%-32113F-HRTimeline
KBC Group NVin group KBC Group NV985$266K<0.01%-61613F-HRTimelineGroup
INCEPTIONR LLC983$265K0.06%-2,41713F-HRTimeline
NorthRock Partners, LLC980$265K0.01%new13F-HR/ATimeline
Wealthspire Advisors, LLC980$265K<0.01%new13F-HRTimeline
Narus Financial Partners, LLC979$264K0.08%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC976$264K<0.01%new13F-HRTimelineGroup
COOKSON PEIRCE & CO INC975$263K0.01%-54713F-HRTimeline
Whalen Wealth Management Inc.951$257K0.16%new13F-HRTimeline