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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

571 managers (585 13F filers) reported a position in EVR shares at 2024-12-31, 33,284,001 shares in all. 90 filers opened a position and 36 filers sold out during the quarter.

Managers
571
13F filers
585
New
90
Added
191
Reduced
199
Sold out
36
Shares held by filers
33,284,001

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Pinnacle Wealth Planning Services, Inc.1,059$294K0.04%-313F-HR/ATimeline
Summit Trail Advisors, LLC1,053$292K0.01%+4913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,023$284K<0.01%-68613F-HR/ATimelineGroup
AXQ CAPITAL, LP1,019$282K0.13%+13813F-HRTimeline
Burns Matteson Capital Management, LLC1,008$279K0.16%013F-HRTimeline
COURIER CAPITAL LLC1,000$277K0.02%013F-HRTimeline
Heritage Wealth Management, Inc.1,000$277K0.09%013F-HRTimeline
Narus Financial Partners, LLC999$277K0.09%013F-HRTimeline
Bleakley Financial Group, LLC995$276K0.01%-4013F-HRTimeline
Metis Global Partners, LLC985$273K0.01%-12613F-HRTimeline
Teza Capital Management LLC974$270K0.04%-13,80713F-HRTimeline
Crestline Management, L.P.970$269K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC963$267K<0.01%+7413F-HRTimeline
Summit Financial, LLC962$267K0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC959$266K<0.01%new13F-HRTimelineGroup
STEVENS CAPITAL MANAGEMENT LP956$265K0.11%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC956$265K0.19%13F-HRTimeline
Wealthstream Advisors, Inc.945$262K0.05%+113F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC940$261K0.02%new13F-HRTimeline
Portside Wealth Group, LLC935$259K0.04%-3713F-HR/ATimeline
Belpointe Asset Management LLC1,052$259K0.02%-1613F-HRTimeline
Savvy Advisors, Inc.929$258K0.03%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP922$256K<0.01%new13F-HR/ATimelineGroup
Valeo Financial Advisors, LLC920$255K0.01%-10013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.919$255K0.02%+3413F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…908$252K0.03%-313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP904$251K<0.01%-3113F-HRTimelineGroup
CERTUITY, LLC904$251K0.03%new13F-HRTimeline
Compound Planning, Inc.898$249K0.01%+1913F-HRTimeline
NDVR, Inc.893$248K0.24%+913F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC881$244K<0.01%013F-HRTimeline
PROFUND ADVISORS LLC879$244K0.01%-11113F-HRTimeline
Merit Financial Group, LLC874$242K<0.01%new13F-HRTimeline
Petrus Trust Company, LTA870$241K0.02%-1,58113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.866$240K<0.01%+5213F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co864$239K0.01%-1313F-HRTimelineGroup
Hurley Capital, LLC856$238K0.19%13F-HRTimeline
INVESTMENT HOUSE LLC850$236K0.01%-10013F-HRTimeline
Ellevest, Inc.846$235K0.01%new13F-HRTimeline
SHERBROOKE PARK ADVISERS LLC813$225K0.07%new13F-HRTimeline
Rafferty Asset Management, LLC808$224K<0.01%-1413F-HRTimeline
Aigen Investment Management, LP808$224K0.04%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…801$222K0.01%-1113F-HRTimeline
Composition Wealth, LLC800$222K<0.01%new13F-HRTimeline
Planned Solutions, Inc.800$222K0.09%013F-HRTimeline
Farringdon Capital, Ltd.799$221K0.09%13F-HRTimeline
INGALLS & SNYDER LLC797$221K0.01%-17513F-HRTimeline
WHITTIER TRUST CO797$221K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC794$220K0.01%new13F-HRTimeline
HB Wealth Management, LLC788$218K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/778$216K<0.01%-16713F-HRTimelineGroup
NORDEN GROUP LLC765$212K0.02%new13F-HRTimeline
VICUS CAPITAL759$210K0.02%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC753$209K0.11%new13F-HRTimeline
Joel Isaacson & Co., LLC752$209K0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.740$205K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC738$205K0.06%new13F-HRTimeline
R Squared Ltd730$202K0.2%13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…727$202K<0.01%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC725$201K0.04%-20813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…712$197K0.01%+7913F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC699$194K0.04%013F-HRTimelineGroup
Central Pacific Bank - Trust Division690$191K0.03%+12013F-HRTimeline
PRIVATE TRUST CO NA660$183K0.02%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.631$175K0.01%-8613F-HRTimeline
GAMMA Investing LLC619$172K0.01%+9613F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…600$166K0.09%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC596$165K0.01%-2113F-HRTimeline
Twin Tree Management, LP579$160K<0.01%+54613F-HRTimeline
GeoWealth Management, LLC512$142K<0.01%+3913F-HRTimeline
Brooklyn Investment Group505$140K0.04%+213F-HRTimeline
Farther Finance Advisors, LLC469$130K<0.01%+27613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.460$128K<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …412$114K0.11%13F-HR/ATimeline
Global Retirement Partners, LLC398$110K<0.01%+5813F-HRTimeline
Core Alternative Capital315$87.3K0.02%013F-HRTimeline
First Horizon Advisors, Inc.313$86.8K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.312$85.6K<0.01%-2513F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …281$78K<0.01%-1113F-HRTimelineGroup
Fourth Dimension Wealth, LLC257$71.2K0.04%13F-HRTimeline
Clearstead Advisors, LLC238$66K<0.01%-2613F-HRTimeline
SIGNATUREFD, LLC234$64.9K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust231$64K0.01%-35013F-HRTimeline
Allworth Financial LP223$63.8K<0.01%-1813F-HRTimeline
UMB Bank, n.a.227$62.9K<0.01%+2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC211$58.6K0.01%+8313F-HRTimeline
AlphaQuest LLC199$55.2K0.01%-70113F-HRTimeline
Lindbrook Capital, LLC196$54.3K<0.01%013F-HRTimeline
Piscataqua Savings Bank180$49.9K0.04%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC179$49.6K<0.01%-413F-HRTimelineGroup
Versant Capital Management, Inc177$49.1K0.01%+4413F-HRTimeline
MCF Advisors LLC170$47.1K<0.01%013F-HRTimeline
IFP Advisors, Inc167$46.3K<0.01%+513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.167$46.3K0.02%13F-HRTimeline
Quarry LP167$46.3K0.01%-13913F-HRTimeline
Kapitalo Investimentos Ltda159$44.1K0.03%new13F-HRTimeline
True Wealth Design, LLC153$42.4K0.02%+2213F-HRTimeline
Key Financial Inc152$42.1K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB149$41.3K<0.01%+3013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK139$38.5K<0.01%+313F-HRTimelineGroup
LRI Investments, LLC138$38.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC133$37K<0.01%+3813F-HRTimelineGroup
WealthCollab, LLC133$36.9K0.02%-3113F-HRTimeline
Quent Capital, LLC129$35.8K<0.01%+1113F-HRTimeline
Venturi Wealth Management, LLC122$33.8K<0.01%+2313F-HRTimeline
Rise Advisors, LLC117$32.3K0.02%+113F-HRTimeline
MAI Capital Management111$30.8K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc110$30.5K0.01%013F-HRTimeline
Smithfield Trust Co97$27K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC94$26.1K<0.01%new13F-HR/ATimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.93$25.8K0.01%-1613F-HRTimeline
V-Square Quantitative Management LLC85$23.6K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors84$23.3K<0.01%new13F-HRTimelineGroup
Atlatl Advisers LLC84$23.3K0.01%13F-HRTimeline
LGT Financial Advisors LLC79$21.9K0.05%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75$20.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Eagle Bay Advisors LLC57$15.8K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC55$15.2K<0.01%013F-HRTimeline
CVA Family Office, LLC55$15.2K<0.01%013F-HRTimeline
Covestor Ltd51$14K0.01%-4013F-HRTimeline
Global Financial Private Client, LLC47$13K<0.01%+313F-HRTimeline
CoreCap Advisors, LLC46$12.8K<0.01%+3313F-HRTimeline
GHP Investment Advisors, Inc.45$12.5K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC42$11.9K<0.01%-113F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC40$11.1K<0.01%new13F-HRTimeline
Hemington Wealth Management42$11K<0.01%+1813F-HRTimeline
Whipplewood Advisors, LLC38$10.5K0.01%13F-HRTimeline
MATHER GROUP, LLC.34$9.42K<0.01%-713F-HRTimeline
WPG Advisers, LLC34$9.42K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.33$9.15K<0.01%013F-HRTimeline
BFSG, LLC32$8.87K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC32$8.87K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.31$8.59K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.31$8.59K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC29$8.04K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc24$6.65K<0.01%013F-HRTimeline
Continuum Advisory, LLC23$6.38K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…22$6.1K<0.01%-4013F-HRTimeline
Prestige Wealth Management Group LLC21$5.82K<0.01%013F-HR/ATimeline
Arax Advisory Partners20$5.54K<0.01%+713F-HRTimeline
Addison Advisors LLC17$4.71K<0.01%+913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…16$4.43K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC15$4.16K<0.01%-513F-HRTimeline
Altshuler Shaham Ltd14$3.88K<0.01%-213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14$3.88K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC14$3.88K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12$3.33K<0.01%-1913F-HRTimeline
Bogart Wealth, LLC12$3.33K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC10$2.77K<0.01%013F-HRTimeline
HighMark Wealth Management LLC10$2.77K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.9$2.5K<0.01%-413F-HRTimeline
DiNuzzo Private Wealth, Inc.8$2.22K<0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.8$2.22K<0.01%13F-HRTimeline
Horizon Investments, LLC7$1.94K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners7$1.94K<0.01%013F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC5$1.39K<0.01%new13F-HRTimeline
Sachetta, LLC4$1.11K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC3$832<0.01%-413F-HRTimeline
Crewe Advisors LLC2$555<0.01%+113F-HRTimeline
HHM Wealth Advisors, LLC2$555<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2$554<0.01%013F-HRTimeline
NewSquare Capital LLC2$554<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.2$554<0.01%013F-HRTimeline
New Millennium Group LLC2$554<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC2$554<0.01%13F-HRTimeline
West Oak Capital, LLC175$4850.02%013F-HR/ATimeline
TFC Financial Management, Inc.1$278<0.01%013F-HRTimeline
WealthTrak Capital Management LLC1$278<0.01%13F-HRTimeline
PSI Advisors, LLC1$277<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$277<0.01%13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.