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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

697 managers (715 13F filers) reported a position in EVR shares at 2026-06-30, 35,865,567 shares in all. 105 filers opened a position and 46 filers sold out during the quarter.

Managers
697
13F filers
715
New
105
Added
258
Reduced
241
Sold out
46
Shares held by filers
35,865,567

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
GREENLEAF TRUST1,677$573K0.01%-2213F-HRTimeline
Encompass More Asset Management1,661$567K0.08%-213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,655$565K<0.01%+1813F-HRTimeline
CERTUITY, LLC1,633$557K0.03%+813F-HRTimeline
GAMMA Investing LLC1,597$545K0.02%+14813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,576$538K0.01%-513F-HRTimelineGroup
Dorsey Wright & Associates1,553$530K0.09%-21,54813F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC1,533$523K0.01%+2313F-HRTimelineGroup
Centiva Capital, LP1,520$519K0.02%new13F-HRTimeline
Precision Wealth Strategies, LLC1,505$514K0.15%-12513F-HRTimeline
West Family Investments, Inc.1,491$509K0.15%new13F-HRTimeline
Whalen Wealth Management Inc.1,487$508K0.23%-10013F-HRTimeline
Polymer Capital Management (US) LLC1,473$503K0.07%-1,16613F-HRTimeline
Fielder Capital Group LLC1,438$491K0.11%+5813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,415$483K0.01%+9013F-HR/ATimeline
EVOLVE PRIVATE WEALTH, LLC1,413$482K0.03%-14013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,404$479K<0.01%new13F-HRTimelineGroup
Bond & Devick Financial Network, Inc.1,400$478K0.12%013F-HRTimeline
Procyon Advisors, LLC1,391$475K0.02%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,390$475K0.01%-1313F-HRTimeline
Ethic Inc.1,389$474K0.01%-18313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,324$452K<0.01%-75913F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC1,315$449K<0.01%-3213F-HRTimeline
Quantum Portfolio Management LLC1,313$448K0.16%-2013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC1,302$445K0.02%013F-HRTimeline
KBC Group NVin group KBC Group NV1,296$443K<0.01%+11913F-HRTimelineGroup
Kendall Capital Management1,280$437K0.07%+28513F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,268$433K0.01%013F-HRTimeline
Sterling Capital Management LLC1,265$432K0.01%-18413F-HRTimeline
State of Wyoming1,263$431K0.04%+1,11613F-HRTimeline
CIBC Asset Management Inc1,224$418K<0.01%+3113F-HRTimeline
Insight Wealth Partners, LLC1,223$418K0.06%-3113F-HRTimeline
Campbell & CO Investment Adviser LLC1,213$414K0.02%-13,05913F-HRTimeline
CIBC WORLD MARKET INC.1,200$410K<0.01%+8313F-HRTimeline
First Bank & Trust1,200$410K0.06%-4713F-HRTimeline
Parcion Private Wealth LLC1,200$410K0.02%+35013F-HRTimeline
denkapparat Operations GmbH1,196$408K0.13%new13F-HRTimeline
Wedmont Private Capital1,209$405K0.01%+12813F-HRTimeline
AE Wealth Management LLC1,184$405K<0.01%+6713F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…1,178$402K0.19%+9413F-HRTimeline
Compound Planning, Inc.1,173$401K0.01%+26813F-HRTimeline
1832 Asset Management L.P.1,173$401K<0.01%new13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,165$398K0.03%+35913F-HRTimeline
Crestwood Advisors Group, LLC1,156$395K0.01%+6313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,145$391K0.01%+213F-HRTimelineGroup
NewEdge Wealth, LLC1,137$388K<0.01%+14713F-HRTimeline
Wealthspire Advisors, LLC1,128$385K<0.01%-17113F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…1,120$382K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,107$377K<0.01%+11813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,105$377K0.01%+15313F-HRTimeline
Qtron Investments LLC1,103$377K0.05%-2513F-HRTimeline
Atria Investments, Inc1,099$375K<0.01%-2,07313F-HRTimeline
North Dakota State Investment Board1,096$374K0.02%+1813F-HRTimeline
AXQ CAPITAL, LP1,093$373K0.04%-6,43313F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,082$370K0.05%new13F-HRTimeline
Proficio Capital Partners LLC1,073$366K0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,072$366K<0.01%+17113F-HR/ATimeline
Jump Financial, LLCin group Jump Financial, LLC1,046$357K<0.01%new13F-HRTimelineGroup
Nykredit A/Sin group Nykredit A/S1,039$355K<0.01%13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,028$351K<0.01%-8013F-HR/ATimeline
Joel Isaacson & Co., LLC1,026$350K0.01%+313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,018$347K<0.01%-32713F-HRTimelineGroup
Private Advisor Group, LLC1,009$344K<0.01%new13F-HRTimeline
Rothschild Wealth LLC1,007$344K0.03%+31513F-HRTimeline
COURIER CAPITAL LLC1,000$341K0.02%013F-HRTimeline
Heritage Wealth Management, Inc.1,000$341K0.09%013F-HRTimeline
Linden Thomas Advisory Services, LLC992$339K0.03%+1213F-HRTimeline
Parallel Advisors, LLC986$337K0.01%+213F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding982$335K+11Timeline
Narus Financial Partners, LLC979$334K0.09%013F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…971$332K0.01%new13F-HRTimelineGroup
Moody Aldrich Partners LLC962$328K0.06%-313F-HRTimeline
PCM Encore, LLC911$311K0.05%-113F-HRTimeline
Azimuth Capital Investment Management L…905$309K0.01%+1513F-HRTimeline
Caerus Investment Advisors, LLC901$308K0.1%new13F-HRTimeline
VestGen Advisors, LLC900$307K0.01%-213F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co892$305K0.01%013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC892$305K0.01%+3413F-HRTimeline
Versant Capital Management, Inc889$304K0.03%+14413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC880$301K<0.01%-14013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC868$296K0.01%-8313F-HRTimeline
NORDEN GROUP LLC868$296K0.02%-2313F-HRTimeline
Belpointe Asset Management LLC862$294K0.01%-13313F-HRTimeline
Allegiance Financial Group Advisory Ser…858$293K0.05%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.854$292K0.02%+5013F-HRTimelineGroup
SYM FINANCIAL Corp850$290K0.02%+7713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.850$290K0.02%+10913F-HRTimeline
INVESTMENT HOUSE LLC850$290K0.01%013F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …848$290K<0.01%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…847$289K<0.01%+12213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP846$289K<0.01%new13F-HRTimeline
Inscription Capital, LLC838$286K0.03%+3113F-HRTimeline
QTR Family Wealth, LLC838$286K0.1%-1113F-HRTimeline
New England Research & Management, Inc.831$284K0.11%new13F-HRTimeline
Optas, LLC830$283K0.04%+113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC829$283K0.04%+14913F-HRTimeline
Index Technologies Group LLC827$282K0.23%-1813F-HRTimeline
Centurion Wealth Management LLC825$282K0.07%-22513F-HRTimeline
PROFUND ADVISORS LLC818$279K0.01%-5313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC815$278K<0.01%new13F-HRTimelineGroup
Portside Wealth Group, LLC809$276K0.03%-9613F-HRTimeline
Greenspring Advisors, LLC808$276K0.02%+3813F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC800$273K0.06%new13F-HRTimeline
Planned Solutions, Inc.800$273K0.08%013F-HRTimeline
Curi Capital, LLC792$270K<0.01%013F-HRTimeline
ANB BANK785$268K0.1%+1413F-HRTimeline
Storgate, LLC784$268K0.06%new13F-HRTimeline
Symphony Financial, Ltd. Co.784$267K0.03%-913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC781$267K0.02%+2313F-HRTimelineGroup
DRW Securities, LLC779$266K0.02%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC773$264K0.01%013F-HRTimeline
Global Retirement Partners, LLC767$262K<0.01%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC769$260K<0.01%-8213F-HRTimelineGroup
Pekin Hardy Strauss, Inc.760$259K0.02%-2513F-HRTimeline
CENTRAL TRUST Co737$252K<0.01%+9713F-HRTimeline
Astoria Portfolio Advisors LLC.735$251K0.04%+15213F-HRTimeline
Vinva Investment Management Ltd512$249K<0.01%new13F-HRTimeline
Essential Partners LLC728$249K0.11%-3,27613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.721$246K0.01%new13F-HRTimelineGroup
Evercore Wealth Management, LLC720$246K<0.01%-1,00013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.718$245K<0.01%new13F-HR/ATimeline
MATAURO, LLC712$243K0.03%+513F-HRTimeline
Kingsview Wealth Management, LLC710$242K<0.01%013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP710$242K0.01%new13F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd710$242K<0.01%new13F-HRTimelineGroup
Abel Hall, LLC705$241K0.04%013F-HRTimeline
HUB Investment Partners, LLC703$240K<0.01%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC693$236K0.09%-113F-HRTimeline
Destination Wealth Management691$236K0.01%+1013F-HRTimeline
IFP Advisors, Inc690$236K<0.01%+23613F-HRTimeline
Hamilton Capital Partners Inc.681$233K0.01%+1313F-HRTimeline
DENALI ADVISORS LLC670$229K0.02%-113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…658$225K<0.01%-6113F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC658$225K0.03%new13F-HR/ATimeline
Frec Markets, Inc.in group Frec Markets, Inc.649$222K0.02%new13F-HRTimelineGroup
TRUST POINT INC.648$221K0.02%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC647$221K<0.01%new13F-HRTimeline
BANQUE PICTET & CIE SA646$221K<0.01%-19813F-HRTimeline
Abundance Wealth Counselors644$220K0.01%new13F-HRTimeline
Mutual Advisors, LLC642$219K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…640$219K<0.01%new13F-HRTimelineGroup
Investment Research Partners LLC636$217K0.07%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD629$215K0.01%new13F-HRTimeline
PDS Planning, Inc628$214K0.01%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC628$214K0.04%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/626$214K<0.01%-5813F-HRTimelineGroup
Cambria Investment Management, L.P.623$213K0.01%new13F-HRTimeline
Rafferty Asset Management, LLC610$208K<0.01%new13F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC607$207K<0.01%-61513F-HRTimelineGroup
Claro Advisors Inc.606$207K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC600$205K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC600$205K0.01%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd598$204K<0.01%new13F-HRTimelineGroup
Cypress Capital, LLC597$204K0.06%-14013F-HRTimeline
AlphaCentric Advisors LLC592$202K0.17%+32013F-HRTimeline
HMS Capital Management, LLC586$200K0.07%new13F-HRTimeline
UMB Bank, n.a.580$198K<0.01%+1413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Eurizon Capital SGR S.p.A.584$198K<0.01%+34313F-HRTimeline
Central Pacific Bank - Trust Division570$195K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC563$192K<0.01%+713F-HRTimeline
Blue Trust, Inc.556$190K<0.01%+813F-HRTimeline
True Wealth Design, LLC524$179K0.04%+15713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…467$159K0.01%-2813F-HRTimeline
Employees Retirement System of Texas434$148K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.381$130K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC295$100K<0.01%+3813F-HRTimelineGroup
GROUP ONE TRADING LLC276$94.2K<0.01%+16313F-HRTimeline
Clearstead Advisors, LLC247$84.3K<0.01%-56613F-HRTimeline
WealthCollab, LLC238$81.3K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB234$79.9K<0.01%-3313F-HRTimeline
Bayforest Capital Ltd227$77.5K0.07%-86613F-HRTimeline
SIGNATUREFD, LLC225$76.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC218$73.2K<0.01%013F-HRTimeline
Quent Capital, LLC186$63.6K<0.01%-5013F-HRTimeline
Piscataqua Savings Bank180$61.5K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.172$58.7K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.170$57.9K<0.01%+413F-HRTimelineGroup
Cedar Mountain Advisors, LLC165$56.3K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC163$55.7K<0.01%+513F-HRTimelineGroup
Larson Financial Group LLC153$52.3K<0.01%+113F-HRTimeline
FIRST HORIZON CORP141$48.1K<0.01%+1513F-HRTimeline
Key Financial Inc137$46.8K0.01%013F-HRTimeline
V-Square Quantitative Management LLC135$46.1K<0.01%+5913F-HRTimeline
Keating Financial Advisory Services, In…134$45.8K0.01%+3813F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC126$43K<0.01%-6,07113F-HRTimelineGroup
Covestor Ltd126$43K0.02%-913F-HRTimeline
LRI Investments, LLC125$42.7K<0.01%-413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.123$42K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc122$41.7K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.112$38.2K<0.01%+1013F-HRTimeline
Fortitude Family Office, LLC111$37.9K0.01%+5113F-HRTimeline
CVA Family Office, LLC108$36.9K<0.01%+1413F-HRTimeline
Basecamp Wealth Advisors LLC105$35.9K0.01%+1613F-HRTimeline
Owl Creek Wealth Partners LLC92$31.4K0.01%+513F-HRTimeline
Parkside Financial Bank & Trust89$30.4K<0.01%-213F-HRTimeline
Hurley Capital, LLC87$29.7K0.02%013F-HRTimeline
Elevated Capital Advisors, LLC84$28.7K0.01%-2513F-HRTimeline
Atlatl Advisers LLC84$28.7K0.01%new13F-HRTimeline
TrinityBridge Ltd80$27K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75$25.6K<0.01%013F-HRTimeline