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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

542 managers (554 13F filers) reported a position in EVR shares at 2025-03-31, 34,425,210 shares in all. 71 filers opened a position and 102 filers sold out during the quarter.

Managers
542
13F filers
554
New
71
Added
226
Reduced
184
Sold out
102
Shares held by filers
34,425,210

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Burns Matteson Capital Management, LLC1,303$260K0.14%+29513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,299$259K<0.01%-1,18113F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC1,294$258K0.05%-3813F-HRTimeline
SHELL ASSET MANAGEMENT CO1,282$256K0.01%-5513F-HRTimeline
NORDEN GROUP LLC1,281$256K0.03%+51613F-HRTimeline
Hamilton Capital Partners Inc.1,271$254K0.02%-3613F-HRTimeline
Net Worth Advisory Group1,256$251K0.08%-3313F-HRTimeline
Insight Wealth Partners, LLC1,223$244K0.15%013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,208$241K0.01%013F-HRTimeline
CIBC Asset Management Inc1,193$238K<0.01%+2013F-HRTimeline
Linden Thomas Advisory Services, LLC1,180$236K0.03%+3013F-HRTimeline
Fielder Capital Group LLC1,175$235K0.07%+7013F-HRTimeline
Pekin Hardy Strauss, Inc.1,170$234K0.03%-17513F-HRTimeline
Savvy Advisors, Inc.1,168$233K0.02%+23913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,113$222K0.01%-8713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,098$219K0.03%+3913F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,090$218K<0.01%+20913F-HRTimeline
Teza Capital Management LLC1,083$216K0.1%+10913F-HRTimeline
MGB Wealth Management, LLC1,078$215K0.08%013F-HRTimeline
Belpointe Asset Management LLC1,069$214K0.01%+1713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,067$213K<0.01%+16313F-HR/ATimelineGroup
Graham Capital Management, L.P.1,033$206K0.01%new13F-HRTimeline
Moody Aldrich Partners LLC1,013$202K0.04%-1,48413F-HRTimeline
IFP Advisors, Inc866$173K0.01%+69913F-HRTimeline
Ausbil Investment Management Ltd824$165K0.1%-3,44713F-HRTimeline
WHITTIER TRUST CO797$159K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…754$151K0.01%+4213F-HRTimelineGroup
Central Pacific Bank - Trust Division750$150K0.02%+6013F-HRTimeline
Brooklyn Investment Group742$148K0.03%+23713F-HRTimeline
GAMMA Investing LLC711$142K0.01%+9213F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC699$140K0.03%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC615$123K0.06%+35813F-HRTimeline
Farther Finance Advisors, LLC579$116K<0.01%+11013F-HRTimeline
State of Wyoming531$106K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust498$99.5K0.01%+26713F-HRTimeline
GeoWealth Management, LLC457$91.3K<0.01%-5513F-HRTimeline
First Horizon Advisors, Inc.450$89.9K<0.01%+13713F-HRTimeline
SIMPLEX TRADING, LLC419$83K<0.01%new13F-HRTimeline
UMB Bank, n.a.388$77.5K<0.01%+16113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC350$69.8K<0.01%-79813F-HRTimeline
Clearstead Advisors, LLC349$69.7K<0.01%+11113F-HRTimeline
OP Asset Management Ltd349$69.7K<0.01%13F-HR/ATimeline
Versant Capital Management, Inc330$65.9K0.01%+15313F-HRTimeline
Private Wealth Asset Management, LLC315$62.9K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.377$61.7K<0.01%+6513F-HRTimelineGroup
SVB WEALTH LLC296$59.1K<0.01%new13F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…270$54K<0.01%new13F-HRTimelineGroup
Allworth Financial LP243$48.2K<0.01%+2013F-HRTimeline
MassMutual Private Wealth & Trust, FSB241$48.1K<0.01%+9213F-HRTimeline
GROUP ONE TRADING LLC236$47.1K<0.01%+14213F-HRTimeline
SIGNATUREFD, LLC234$46.7K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding220$43.9K-11,762Timeline
Quent Capital, LLC210$42K<0.01%+8113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC202$40.3K<0.01%+2313F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK202$40.3K<0.01%+6313F-HRTimelineGroup
Lindbrook Capital, LLC196$39.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC184$36.7K<0.01%-2713F-HRTimeline
Piscataqua Savings Bank180$35.9K0.03%013F-HRTimeline
Arax Advisory Partners173$34.6K<0.01%+15313F-HRTimeline
WealthCollab, LLC168$33.6K0.02%+3513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.167$33.4K0.02%013F-HRTimeline
Key Financial Inc152$30.4K0.01%013F-HRTimeline
Geneos Wealth Management Inc.148$29.6K<0.01%+11713F-HRTimeline
Caitong International Asset Management …144$28.8K0.02%-26813F-HRTimeline
LRI Investments, LLC129$25.8K<0.01%-913F-HRTimeline
LANARK FINANCIAL, INC.130$25K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc113$22.6K<0.01%+313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.112$22.4K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC99$20K<0.01%-3413F-HRTimelineGroup
CoreCap Advisors, LLC98$19.6K<0.01%+5213F-HRTimeline
MAI Capital Management96$19.2K<0.01%-1513F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.93$18.6K<0.01%013F-HRTimeline
Hurley Capital, LLC86$17.1K0.01%-77013F-HRTimeline
Rise Advisors, LLC84$16.8K0.01%-3313F-HRTimeline
Steward Partners Investment Advisory, L…82$16.5K<0.01%-9,63413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75$15K<0.01%013F-HRTimeline
MCF Advisors LLC75$15K<0.01%-9513F-HRTimeline
CVA Family Office, LLC62$12.4K<0.01%+713F-HRTimeline
Darwin Wealth Management, LLC42$11.9K<0.01%013F-HRTimeline
Addison Advisors LLC56$11.2K<0.01%+3913F-HRTimeline
Tradewinds Capital Management, LLC55$11K<0.01%013F-HRTimeline
NewSquare Capital LLC54$10.8K<0.01%+5213F-HRTimeline
Global Financial Private Client, LLC51$10.2K<0.01%+413F-HRTimeline
Covestor Ltd51$10K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.45$8.99K<0.01%013F-HRTimeline
Hemington Wealth Management44$8K<0.01%+213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC40$7.99K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC5$7.59K0.01%-3313F-HRTimeline
MATHER GROUP, LLC.34$6.79K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.33$6.59K<0.01%013F-HRTimeline
BFSG, LLC32$6.39K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC32$6.39K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…32$6.39K<0.01%new13F-HRTimeline
Quarry LP30$5.99K<0.01%-13713F-HRTimeline
JFS WEALTH ADVISORS, LLC29$5.79K<0.01%013F-HRTimeline
WPG Advisers, LLC28$5.59K0.01%-613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$5.19K<0.01%+1013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.25$4.99K<0.01%+1313F-HRTimeline
Tidemark, LLC25$4.99K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc24$4.79K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…22$4.39K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC21$4.2K<0.01%013F-HR/ATimeline
True Wealth Design, LLC20$4K<0.01%-13313F-HRTimeline
Altshuler Shaham Ltd17$3.4K<0.01%+313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14$2.8K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC14$2.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC10$2K<0.01%013F-HRTimeline
Larson Financial Group LLC10$2K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC10$2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.9$1.8K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC8$1.6K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8$1.6K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.8$1.6K<0.01%-113F-HRTimeline
Quest 10 Wealth Builders, Inc.8$1.6K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC8$1.6K<0.01%+613F-HRTimeline
DiNuzzo Private Wealth, Inc.7$1.4K<0.01%-113F-HRTimeline
WealthTrak Capital Management LLC7$1.4K<0.01%+613F-HRTimeline
Rialto Wealth Management, LLC6$1.2K<0.01%new13F-HRTimeline
Bogart Wealth, LLC6$1.2K<0.01%-613F-HRTimeline
Bruce G. Allen Investments, LLC6$1.2K<0.01%+313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5$999<0.01%new13F-HRTimelineGroup
Sachetta, LLC4$799<0.01%013F-HRTimeline
Crewe Advisors LLC3$600<0.01%+113F-HRTimeline
American Capital Advisory, LLC3$600<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC3$599<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC2$400<0.01%013F-HRTimeline
Financial Management Professionals, Inc.2$399<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$379<0.01%new13F-HRTimeline
West Oak Capital, LLC175$3500.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$200<0.01%-113F-HRTimeline
PRIVATE TRUST CO NA1$200<0.01%-65913F-HRTimeline
SUMMIT SECURITIES GROUP LLC1$200<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$200<0.01%new13F-HRTimeline
PSI Advisors, LLC1$200<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$200<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$200<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$200<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$199<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,56913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
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.