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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

615 managers (630 13F filers) reported a position in EVR shares at 2025-09-30, 34,706,504 shares in all. 123 filers opened a position and 55 filers sold out during the quarter.

Managers
615
13F filers
630
New
123
Added
220
Reduced
193
Sold out
55
Shares held by filers
34,706,504

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Holocene Advisors, LP9,926$3.35M0.01%-163,34513F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…9,906$3.34M0.02%+66913F-HRTimeline
Public Sector Pension Investment Board9,900$3.34M0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,869$3.33M<0.01%-21013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP9,652$3.26M0.01%+80613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,641$3.25M0.02%+57313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,448$3.19M<0.01%+57113F-HRTimelineGroup
Amundiin group Amundi9,784$3.19M<0.01%new13F-HRTimelineGroup
Triasima Portfolio Management inc.9,428$3.18M0.48%new13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC9,268$3.13M0.47%013F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM9,205$3.11M0.01%+60013F-HRTimeline
Handelsbanken Fonder AB9,137$3.08M0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,109$3.07M0.01%+4,94213F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC8,958$3.02M0.46%-1,60313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,500$2.87M<0.01%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC8,565$2.87M<0.01%+2,53713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…8,297$2.8M0.01%-2,61913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,184$2.76M0.3%+1,41113F-HRTimeline
KLP KAPITALFORVALTNING AS8,100$2.73M0.01%+70013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD8,000$2.7M0.08%+70013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A7,996$2.7M0.01%13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,735$2.61M0.01%-1,88513F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,732$2.61M0.03%+35413F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…7,696$2.6M1.4%+1,16213F-HRTimeline
New Age Alpha Advisors, LLC7,551$2.55M0.11%-22213F-HRTimeline
CPC Advisors, LLC7,539$2.54M0.27%-1,87013F-HRTimeline
Cetera Investment Advisers7,354$2.48M<0.01%+2,98413F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC7,340$2.48M0.45%+40113F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC7,293$2.46M0.24%+2,89113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding7,257$2.45M+266Timeline
Schonfeld Strategic Advisors LLC7,257$2.45M0.02%-3,78713F-HRTimeline
HANCOCK WHITNEY CORP7,165$2.42M0.04%-3,14513F-HRTimeline
Washington Trust Advisors, Inc.7,045$2.38M0.18%013F-HRTimeline
Sargent Investment Group, LLC7,004$2.36M0.34%013F-HRTimeline
Monument Capital Management6,938$2.34M0.59%new13F-HRTimeline
South Dakota Investment Council6,817$2.3M0.04%013F-HRTimeline
Advisors Asset Management, Inc.6,669$2.25M0.04%+36113F-HR/ATimeline
Pallas Capital Advisors LLC6,586$2.22M0.08%+913F-HRTimeline
Dana Investment Advisors, Inc.6,502$2.19M0.06%-1,32213F-HRTimeline
HighTower Advisors, LLC6,468$2.18M<0.01%+13013F-HRTimeline
Radnor Capital Management, LLC6,450$2.18M0.33%-11513F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC6,408$2.16M0.58%-5713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC6,180$2.08M0.4%new13F-HRTimeline
Cadence Bank5,944$2.01M0.12%013F-HRTimeline
Legato Capital Management LLC5,871$1.98M0.22%-58213F-HRTimeline
Summit Trail Advisors, LLC5,868$1.98M0.03%+2,61113F-HRTimeline
ALGERT GLOBAL LLC5,759$1.94M0.03%-5,20013F-HR/ATimeline
PRIVATE CLIENT SERVICES, LLC5,668$1.91M0.64%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,657$1.91M0.3%-12013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,535$1.87M<0.01%-8713F-HRTimelineGroup
MAI Capital Management5,529$1.87M0.01%+5,27413F-HRTimeline
CROBAN5,354$1.81M1.2%-16213F-HRTimeline
Pacer Advisors, Inc.5,131$1.73M<0.01%+1,98613F-HRTimeline
Catalyst Capital Advisors LLC5,100$1.72M0.03%new13F-HRTimeline
QSV Equity Investors LLC5,094$1.72M1.76%-2,75813F-HRTimeline
Summit Place Financial Advisors, LLC4,974$1.68M0.79%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,865$1.64M0.03%013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,813$1.62M0.1%013F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC4,798$1.62M0.01%-42,79413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,734$1.6M0.1%+2213F-HRTimeline
Illinois Municipal Retirement Fund4,588$1.55M0.02%-9213F-HRTimeline
Cornerstone Investment Partners, LLC4,410$1.49M0.06%+3413F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC4,407$1.49M0.54%013F-HRTimeline
Essential Partners LLC4,308$1.45M0.48%+42613F-HRTimeline
Freedom Day Solutions, LLC4,232$1.43M0.39%+15313F-HRTimeline
XPONANCE LLC4,218$1.42M0.01%+11313F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al4,200$1.42M0.01%new13F-HRTimeline
State of Alaska, Department of Revenue4,168$1.41M0.01%+12113F-HRTimeline
Nicholas Investment Partners, LP4,108$1.39M0.11%+1,75313F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…4,090$1.38M<0.01%-1,25213F-HRTimelineGroup
SANDLER CAPITAL MANAGEMENT4,088$1.38M0.51%-51213F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd4,010$1.35M0.05%-25,42013F-HRTimelineGroup
Whalen Wealth Management Inc.3,993$1.35M0.79%+3,04213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,927$1.32M<0.01%-18,57813F-HRTimelineGroup
CAXTON ASSOCIATES LLP3,899$1.32M0.04%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,882$1.31M<0.01%013F-HRTimeline
Legacy Wealth Asset Management, LLC3,813$1.29M0.31%-87713F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P3,785$1.28M0.03%+26413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,847$1.27M<0.01%+113F-HRTimelineGroup
Merit Financial Group, LLC3,727$1.26M0.01%+64413F-HR/ATimeline
Great Diamond Partners, LLC3,675$1.24M0.24%+4413F-HRTimeline
BRIGHTON JONES LLC3,629$1.22M0.03%+1,26313F-HRTimeline
Trivant Custom Portfolio Group, LLC3,593$1.21M0.62%-1313F-HRTimeline
O'Neil Global Advisors, Inc.3,572$1.21M0.22%new13F-HRTimeline
MML INVESTORS SERVICES, LLC3,554$1.2M<0.01%-20013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,484$1.18M<0.01%+13313F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,448$1.16M<0.01%+9213F-HRTimelineGroup
Sanctuary Advisors, LLC3,443$1.16M0.01%+19813F-HR/ATimeline
NISA INVESTMENT ADVISORS, LLC3,414$1.15M<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,369$1.14M<0.01%-5313F-HRTimeline
Ransom Advisory, Ltd3,350$1.13M0.51%-10013F-HR/ATimeline
BNP PARIBASin group BNP PARIBAS3,335$1.12M0.03%-11513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,264$1.1M<0.01%-40213F-HRTimelineGroup
Dynamic Advisor Solutions LLC3,247$1.1M0.03%-77413F-HRTimeline
Legend Financial Advisors, Inc.3,246$1.09M0.67%+4013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,258$1.07M<0.01%+84113F-HRTimelineGroup
HUDSON EDGE INVESTMENT PARTNERS INC.3,164$1.07M0.17%-19813F-HRTimeline
Atria Investments, Inc3,125$1.05M0.01%+1,69613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,110$1.05M0.05%+6213F-HRTimeline
Encompass More Asset Management3,063$1.03M0.2%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,017$1.02M0.01%+17713F-HRTimeline
Swedbank ABin group Swedbank AB3,000$1.01M<0.01%013F-HRTimelineGroup
PenderFund Capital Management Ltd.3,000$1.01M0.17%new13F-HRTimeline
BANQUE PICTET & CIE SA2,910$982K0.01%-1813F-HRTimeline
INTRUST BANK NA2,898$978K0.08%-1713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,891$975K0.03%+13913F-HRTimeline
O'ROURKE & COMPANY, Inc2,811$948K0.4%-16213F-HRTimeline
Krilogy Financial LLC3,119$947K0.04%new13F-HRTimeline
Janney Montgomery Scott LLC2,686$906K<0.01%-7513F-HRTimeline
Vestmark Advisory Solutions, Inc.2,659$897K0.02%-2,46613F-HRTimeline
BOK Financial Private Wealth, Inc.2,643$892K0.06%-8213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,633$888K0.01%+9213F-HRTimelineGroup
Entropy Technologies, LP2,600$877K0.07%new13F-HRTimeline
Sterling Capital Management LLC2,507$846K0.01%-21913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,412$814K0.01%+8013F-HRTimelineGroup
Crossmark Global Holdings, Inc.2,263$763K0.01%+4313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,146$724K<0.01%+1213F-HRTimelineGroup
Aviance Capital Partners, LLC2,128$718K0.09%-24013F-HRTimeline
Summit Financial, LLC2,111$712K0.01%-4013F-HRTimeline
MGO ONE SEVEN LLC2,101$709K0.02%new13F-HRTimeline
HB Wealth Management, LLC2,083$703K<0.01%+72213F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,080$702K<0.01%new13F-HRTimelineGroup
SG Americas Securities, LLC2,079$701K<0.01%-47213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,076$700K0.04%new13F-HRTimelineGroup
Pier Capital, LLC2,071$699K0.11%-1,61413F-HRTimeline
Savvy Advisors, Inc.2,070$698K0.03%+51013F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,038$687K0.05%-37513F-HRTimelineGroup
Precision Wealth Strategies, LLC2,036$687K0.22%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,032$685K0.02%-19513F-HRTimeline
PDT Partners, LLC2,000$675K0.04%013F-HRTimeline
CHOREO, LLC1,992$672K0.01%-62913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,986$670K0.03%-15613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,953$659K0.01%new13F-HR/ATimelineGroup
Utah Retirement Systems1,948$657K0.01%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,935$653K0.19%013F-HRTimeline
Hardy Reed LLC1,854$625K0.05%013F-HRTimeline
Maryland State Retirement & Pension Sys…1,839$620K0.01%+16313F-HRTimeline
VestGen Investment Management1,820$614K0.37%new13F-HRTimeline
Cetera Trust Company, N.A1,820$614K0.34%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,780$600K<0.01%-8313F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…1,779$600K<0.01%+84513F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding1,768$596K-618Timeline
Caprock Group, LLC1,827$589K0.01%13F-HRTimeline
Evercore Wealth Management, LLC1,720$580K0.01%013F-HRTimeline
Northwest & Ethical Investments L.P.1,700$579K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,716$579K0.02%+23313F-HRTimelineGroup
Kera Capital Partners, Inc.1,701$574K0.09%+26313F-HRTimeline
GREENLEAF TRUST1,697$572K0.01%-3013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,670$569K<0.01%+21713F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,675$565K0.05%+61513F-HRTimeline
Dakota Wealth Management1,653$558K0.01%+89513F-HR/ATimeline
AE Wealth Management LLC1,631$551K<0.01%-50213F-HRTimeline
NorthRock Partners, LLC1,604$541K0.01%+62413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,565$528K<0.01%-1,61513F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,680$504K0.03%-10713F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC1,493$504K<0.01%-1213F-HRTimeline
Ethic Inc.1,459$492K0.01%+13613F-HRTimeline
Callan Family Office, LLC1,459$492K0.02%+1813F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,457$491K0.02%+2513F-HRTimeline
Alamea Verwaltungs GmbH1,451$489K0.33%-3013F-HRTimeline
AVIVA PLCin group AVIVA PLC1,443$487K<0.01%-51513F-HRTimelineGroup
OPTIMIZE FINANCIAL INC.1,416$478K0.25%new13F-HRTimeline
Bond & Devick Financial Network, Inc.1,400$472K0.14%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,397$471K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC1,448$466K0.01%+32213F-HRTimeline
NorthCoast Asset Management LLC1,368$462K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…1,344$453K<0.01%-2913F-HRTimeline
Net Worth Advisory Group1,334$450K0.13%-7113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,329$448K0.01%-1,90613F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd1,326$447K0.23%new13F-HRTimeline
Parallel Advisors, LLC1,317$444K0.01%-1113F-HRTimeline
First Bank & Trust1,312$443K0.07%-23713F-HRTimeline
Hamilton Capital Partners Inc.1,284$433K0.02%-40613F-HRTimeline
NorthCrest Asset Manangement, LLC1,335$433K0.01%new13F-HRTimeline
Sivia Capital Partners, LLC1,280$432K0.12%+14213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,260$431K<0.01%+45613F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT1,276$430K0.01%+25813F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,268$428K0.01%013F-HRTimeline
Vinva Investment Management Ltd822$426K0.01%new13F-HRTimeline
Insight Wealth Partners, LLC1,254$423K0.19%+3113F-HRTimeline
Fielder Capital Group LLC1,234$416K0.09%+213F-HRTimeline
Belpointe Asset Management LLC1,215$410K0.02%+2113F-HRTimeline
Fieldview Capital Management, LLC1,212$409K0.07%-12,98013F-HRTimeline
CIBC Asset Management Inc1,193$402K<0.01%013F-HRTimeline
CERTUITY, LLC1,193$402K0.03%+9413F-HRTimeline
Caerus Investment Advisors, LLC1,160$391K0.16%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,146$387K0.02%+1613F-HRTimelineGroup
Optas, LLC1,146$387K0.07%-813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,143$386K0.01%new13F-HRTimeline
Portside Wealth Group, LLC1,143$386K0.05%-5713F-HRTimeline
NewEdge Wealth, LLC1,265$384K0.01%+113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,131$382K<0.01%-12713F-HRTimelineGroup
Empowered Funds, LLC1,130$381K<0.01%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,129$380K<0.01%new13F-HRTimelineGroup
Pekin Hardy Strauss, Inc.1,125$379K0.04%-2513F-HRTimeline
FOSTER & MOTLEY INC1,125$379K0.02%-29313F-HRTimeline
Elevated Capital Advisors, LLC1,115$376K0.09%new13F-HRTimeline
Aaron Wealth Advisors LLC1,108$374K0.02%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…1,103$372K0.01%-5,38213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,086$366K<0.01%-61913F-HRTimelineGroup