Skip to content
Disclosery

EVR EVERCORE INC

Follow

Stock (common), issuer CIK 1360901

625 managers (637 13F filers) reported a position in EVR shares at 2025-12-31, 34,866,680 shares in all. 62 filers opened a position and 69 filers sold out during the quarter.

Managers
625
13F filers
637
New
62
Added
201
Reduced
253
Sold out
69
Shares held by filers
34,866,680

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…9,679$3.29M0.02%-22713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,399$3.2M<0.01%-3,14613F-HRTimelineGroup
EAGLE ROCK INVESTMENT COMPANY, LLC9,268$3.15M0.44%013F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM9,105$3.1M0.02%-10013F-HRTimeline
Verition Fund Management LLC9,100$3.1M0.02%-6,71213F-HRTimeline
Advisors Asset Management, Inc.9,065$3.08M0.05%+2,39613F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,930$3.04M<0.01%-93913F-HRTimelineGroup
ESSEX INVESTMENT MANAGEMENT CO LLC8,769$2.98M0.45%-18913F-HRTimeline
KLP KAPITALFORVALTNING AS8,460$2.88M0.01%+36013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,417$2.86M0.02%-1,22413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,387$2.85M<0.01%-72213F-HRTimeline
CPC Advisors, LLC8,325$2.83M0.29%+78613F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC8,309$2.83M0.25%+1,01613F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,277$2.82M0.02%+7,40513F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC8,267$2.81M0.48%+92713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,214$2.79M<0.01%-2,98013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.8,184$2.78M0.3%013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD8,000$2.72M0.08%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A7,996$2.72M0.01%013F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…7,787$2.65M1.44%+9113F-HRTimeline
Legato Capital Management LLC7,768$2.64M0.23%+1,89713F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,759$2.64M0.03%+2713F-HRTimeline
Caisse de depot et placement du Quebec7,484$2.55M<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…7,415$2.52M0.01%-88213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,320$2.49M<0.01%-16,74313F-HRTimelineGroup
HANCOCK WHITNEY CORP7,205$2.45M0.04%+4013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…7,202$2.45M0.16%-4,64013F-HRTimelineGroup
Monument Capital Management7,114$2.42M0.6%+17613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding7,088$2.41M-169Timeline
Cetera Investment Advisers7,040$2.4M<0.01%-31413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,919$2.35M0.01%-81613F-HRTimelineGroup
Washington Trust Advisors, Inc.6,908$2.35M0.18%-13713F-HRTimeline
South Dakota Investment Council6,817$2.32M0.04%013F-HRTimeline
Pallas Capital Advisors LLC6,690$2.28M0.08%+10413F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC6,683$2.27M0.59%+27513F-HRTimeline
HighTower Advisors, LLC6,655$2.26M<0.01%+18713F-HRTimeline
Summit Trail Advisors, LLC6,574$2.24M0.04%+70613F-HRTimeline
Radnor Capital Management, LLC6,450$2.19M0.33%013F-HRTimeline
SummitTX Capital, L.P.6,413$2.18M0.07%new13F-HRTimeline
Ensign Peak Advisors, Inc6,258$2.13M<0.01%-4,78413F-HR/ATimeline
Dana Investment Advisors, Inc.6,204$2.11M0.06%-29813F-HRTimeline
Sargent Investment Group, LLC6,173$2.1M0.26%-83113F-HRTimeline
Cadence Bank6,168$2.1M0.12%+22413F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…6,000$2.04M0.09%13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,863$1.99M<0.01%+32813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.5,749$1.96M0.03%+3,09013F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,633$1.92M0.27%-2413F-HRTimeline
New Age Alpha Advisors, LLC5,615$1.91M0.08%-1,93613F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC5,556$1.89M0.02%+75813F-HRTimeline
MAI Capital Management5,484$1.87M0.01%-4513F-HRTimeline
CROBAN5,375$1.83M0.88%+2113F-HRTimeline
HRT FINANCIAL LP5,342$1.82M0.01%new13F-HRTimeline
Catalyst Capital Advisors LLC5,025$1.71M0.04%-7513F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,865$1.66M0.03%013F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding4,843$1.65M-7,666Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,813$1.64M0.09%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,760$1.62M0.09%+2613F-HRTimeline
Summit Place Financial Advisors, LLC4,729$1.61M0.78%-24513F-HRTimeline
Knights of Columbus Asset Advisors LLC4,663$1.59M0.09%new13F-HRTimeline
Pacer Advisors, Inc.4,631$1.58M<0.01%-50013F-HR/ATimeline
Vestcor Inc4,586$1.56M0.04%+3,95713F-HRTimeline
Cornerstone Investment Partners, LLC4,401$1.5M0.06%-913F-HRTimeline
Freedom Day Solutions, LLC4,321$1.47M0.4%+8913F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP4,280$1.46M0.27%new13F-HRTimelineGroup
Nicholas Investment Partners, LP4,108$1.4M0.1%013F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…4,101$1.4M<0.01%+1113F-HRTimelineGroup
Essential Partners LLC3,963$1.35M0.42%-34513F-HRTimeline
Great Diamond Partners, LLC3,887$1.32M0.25%+21213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,882$1.32M<0.01%013F-HRTimeline
State of Alaska, Department of Revenue3,848$1.31M0.01%-32013F-HRTimeline
Legacy Wealth Asset Management, LLC3,806$1.29M0.32%-713F-HRTimeline
Merit Financial Group, LLC3,749$1.28M0.01%+2213F-HRTimeline
Trivant Custom Portfolio Group, LLC3,607$1.23M0.71%+1413F-HRTimeline
Runnymede Capital Advisors, Inc.3,607$1.23M0.71%new13F-HRTimeline
Qube Research & Technologies Ltd3,573$1.22M<0.01%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,555$1.21M0.43%-85213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,552$1.21M<0.01%+2,46613F-HR/ATimelineGroup
MARTINGALE ASSET MANAGEMENT L P3,520$1.2M0.03%-26513F-HRTimeline
XPONANCE LLC3,504$1.19M0.01%-71413F-HRTimeline
ISTHMUS PARTNERS, LLC3,465$1.18M0.13%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,441$1.17M<0.01%-4313F-HRTimelineGroup
QSV Equity Investors LLC3,401$1.16M1.71%-1,69313F-HRTimeline
Sanctuary Advisors, LLC3,381$1.15M0.01%-6213F-HRTimeline
Ransom Advisory, Ltd3,350$1.14M0.45%013F-HRTimeline
Krilogy Financial LLC3,119$1.14M0.04%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,178$1.12M<0.01%-66913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,275$1.11M<0.01%-9413F-HRTimeline
Illinois Municipal Retirement Fund3,263$1.11M0.01%-1,32513F-HRTimeline
AVIVA PLCin group AVIVA PLC3,255$1.11M<0.01%+1,81213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC3,237$1.1M0.01%+22013F-HRTimeline
Legend Financial Advisors, Inc.3,217$1.09M0.66%-2913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,181$1.08M<0.01%-8313F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.3,179$1.08M0.17%new13F-HRTimeline
Atria Investments, Inc3,146$1.07M0.01%+2113F-HRTimeline
AlphaQuest LLC3,127$1.06M0.06%+2,45513F-HRTimeline
Dynamic Advisor Solutions LLC3,084$1.05M0.03%-16313F-HRTimeline
Swedbank ABin group Swedbank AB3,070$1.04M<0.01%+7013F-HR/ATimelineGroup
PenderFund Capital Management Ltd.3,060$1.04M0.16%+6013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,007$1.02M0.05%-10313F-HRTimeline
BNP PARIBASin group BNP PARIBAS3,002$1.02M0.03%-33313F-HRTimelineGroup
INTRUST BANK NA2,968$1.01M0.08%+7013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,886$982K<0.01%-37213F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC2,860$973K0.3%-2,80813F-HRTimeline
INTERCAPITAL, LLC2,850$970K0.51%13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,791$950K0.04%-10013F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.2,757$938K0.14%-40713F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,744$934K<0.01%+96513F-HRTimelineGroup
Friedenthal Financial2,741$933K0.48%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,729$929K<0.01%-71913F-HRTimelineGroup
O'ROURKE & COMPANY, Inc2,729$928K0.36%-8213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,718$925K<0.01%-69613F-HRTimeline
Janney Montgomery Scott LLC2,710$922K<0.01%+2413F-HRTimeline
MGO ONE SEVEN LLC2,670$908K0.02%+56913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,655$903K0.01%+2213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,618$891K<0.01%-93613F-HRTimeline
BOK Financial Private Wealth, Inc.2,602$885K0.05%-4113F-HRTimeline
Pier Capital, LLC2,593$882K0.14%+52213F-HRTimeline
SG Americas Securities, LLC2,584$879K<0.01%+50513F-HRTimeline
SIERRA SUMMIT ADVISORS LLC2,581$878K0.13%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,471$841K<0.01%-1,45613F-HRTimelineGroup
Impact Partnership Wealth, LLC2,416$822K0.11%new13F-HRTimeline
Sterling Capital Management LLC2,402$817K0.01%-10513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,398$816K0.01%-1413F-HRTimelineGroup
INCEPTIONR LLC2,391$814K0.23%new13F-HRTimeline
BANQUE PICTET & CIE SA2,357$802K0.01%-55313F-HRTimeline
Crossmark Global Holdings, Inc.2,303$784K0.01%+4013F-HRTimeline
ExodusPoint Capital Management, LP2,237$761K0.01%new13F-HRTimeline
JMN Financial LLC2,232$759K0.76%13F-HRTimeline
HB Wealth Management, LLC2,202$749K<0.01%+11913F-HRTimeline
Kera Capital Partners, Inc.2,095$740K0.09%+39413F-HRTimeline
Aviance Capital Partners, LLC2,128$724K0.08%013F-HRTimeline
Summit Financial, LLC2,053$698K0.01%-5813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,024$689K0.02%-813F-HRTimeline
PDT Partners, LLC2,000$680K0.04%013F-HRTimeline
Utah Retirement Systems1,948$663K0.01%013F-HRTimeline
Savvy Advisors, Inc.1,919$653K0.02%-15113F-HRTimeline
CHOREO, LLC1,857$638K0.01%-13513F-HRTimeline
J2 Capital Management Inc1,871$637K0.46%new13F-HRTimeline
Hardy Reed LLC1,854$631K0.04%013F-HRTimeline
Maryland State Retirement & Pension Sys…1,839$626K0.01%013F-HRTimeline
Cetera Trust Company, N.A1,820$619K0.33%013F-HRTimeline
Vise Technologies, Inc.1,808$615K0.01%+1,05113F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,807$615K0.18%-12813F-HRTimeline
Fieldview Capital Management, LLC1,787$608K0.1%+57513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,778$605K<0.01%-213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,774$604K0.02%+5813F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,648$603K0.03%-3213F-HRTimelineGroup
NewEdge Advisors, LLC1,740$592K<0.01%+77813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,734$589K<0.01%+6413F-HRTimelineGroup
Empowered Funds, LLC1,728$588K0.01%+59813F-HR/ATimeline
Evercore Wealth Management, LLC1,720$585K0.01%013F-HRTimeline
VestGen Investment Management1,708$581K0.32%-11213F-HRTimeline
Dakota Wealth Management1,707$581K0.01%+5413F-HR/ATimeline
GREENLEAF TRUST1,701$579K0.01%+413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,701$579K<0.01%+44113F-HRTimelineGroup
EP Wealth Advisors, LLC1,698$578K<0.01%13F-HRTimeline
Net Worth Advisory Group1,652$562K0.11%+31813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,645$560K0.04%-3013F-HRTimeline
Chicago Partners Investment Group LLC1,546$560K0.01%+9813F-HRTimeline
Precision Wealth Strategies, LLC1,561$531K0.17%-47513F-HRTimeline
Northwest & Ethical Investments L.P.1,532$526K0.01%-16813F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT1,505$512K0.01%+22913F-HRTimeline
Elevated Capital Advisors, LLC1,502$511K0.12%+38713F-HRTimeline
Callan Family Office, LLC1,497$509K0.01%+3813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,496$509K<0.01%-6913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,490$508K<0.01%-7,07513F-HR/ATimelineGroup
B. Riley Wealth Advisors, Inc.1,491$507K0.02%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,462$497K<0.01%-68413F-HRTimelineGroup
Wealthspire Advisors, LLC1,457$496K<0.01%+54313F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,444$491K0.01%-1313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,441$490K<0.01%+4413F-HRTimeline
OPTIMIZE FINANCIAL INC.1,436$489K0.25%+2013F-HRTimeline
Bond & Devick Financial Network, Inc.1,400$476K0.13%013F-HRTimeline
Fielder Capital Group LLC1,395$475K0.1%+16113F-HRTimeline
GREAT LAKES ADVISORS, LLC1,389$473K<0.01%-10413F-HRTimeline
Ethic Inc.1,370$466K0.01%-8913F-HRTimeline
NorthCrest Asset Manangement, LLC1,262$460K0.01%-7313F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,326$451K<0.01%+27613F-HRTimeline
Sivia Capital Partners, LLC1,311$446K0.09%+3113F-HRTimeline
North Dakota State Investment Board1,304$444K0.02%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,270$432K0.01%-5913F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT1,268$431K0.01%013F-HRTimeline
Insight Wealth Partners, LLC1,254$427K0.18%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC1,254$427K0.03%13F-HRTimeline
CERTUITY, LLC1,244$424K0.03%+5113F-HRTimeline
GAMMA Investing LLC1,242$423K0.02%+19313F-HRTimeline
First Bank & Trust1,235$420K0.07%-7713F-HRTimeline
Cambria Investment Management, L.P.1,222$416K0.02%+57813F-HRTimeline
Quantum Portfolio Management LLC1,203$409K0.18%new13F-HRTimeline
Massar Capital Management, LP1,197$407K0.08%new13F-HRTimeline
CIBC Asset Management Inc1,193$406K<0.01%013F-HRTimeline
AE Wealth Management LLC1,172$399K<0.01%-45913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,172$399K0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,167$397K<0.01%-17713F-HRTimeline
Belpointe Asset Management LLC1,156$393K0.01%-5913F-HRTimeline
Compound Planning, Inc.1,152$392K0.01%+11113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,151$392K<0.01%+45613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,145$390K<0.01%+62613F-HRTimelineGroup
NewEdge Wealth, LLC1,117$380K<0.01%-14813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,121$379K<0.01%+37513F-HRTimelineGroup