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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

552 managers (567 13F filers) reported a position in EVR shares at 2025-06-30, 35,717,554 shares in all. 109 filers opened a position and 100 filers sold out during the quarter.

Managers
552
13F filers
567
New
109
Added
200
Reduced
189
Sold out
100
Shares held by filers
35,717,554

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SAGESPRING WEALTH PARTNERS, LLC942$254K0.01%new13F-HRTimeline
Wedmont Private Capital860$252K0.01%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…934$252K<0.01%new13F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC927$250K0.09%+92613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP926$250K<0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC920$248K0.01%new13F-HR/ATimeline
GAMMA Investing LLC908$245K0.02%+19713F-HRTimeline
Compound Planning, Inc.898$242K0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC892$241K0.02%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC880$238K0.02%new13F-HRTimeline
Kendall Capital Management880$238K0.06%new13F-HRTimeline
MATAURO, LLC876$237K0.04%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co862$233K0.01%new13F-HRTimelineGroup
INVESTMENT HOUSE LLC850$230K0.01%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC847$229K0.09%new13F-HRTimeline
PROFUND ADVISORS LLC833$225K0.01%new13F-HRTimeline
Absolute Gestao de Investimentos Ltda.827$223K0.07%new13F-HRTimeline
IFP Advisors, Inc824$223K0.01%-4213F-HRTimeline
Ausbil Investment Management Ltd824$222K0.13%013F-HRTimeline
TOWNSQUARE CAPITAL LLC811$219K0.02%-3,87013F-HRTimeline
Laird Norton Wetherby Wealth Management…808$218K0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP804$216K<0.01%-26313F-HRTimelineGroup
Choate Investment Advisors800$216K<0.01%new13F-HRTimeline
Planned Solutions, Inc.800$216K0.08%new13F-HRTimeline
WHITTIER TRUST CO797$215K<0.01%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.796$215K<0.01%-34,35513F-HRTimelineGroup
Wealthstream Advisors, Inc.796$215K0.04%new13F-HRTimeline
Olympiad Research LP791$214K0.35%new13F-HRTimeline
INGALLS & SNYDER LLC789$213K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/784$212K<0.01%-89,34313F-HR/ATimelineGroup
TD PRIVATE CLIENT WEALTH LLC780$211K0.01%-1,90413F-HRTimeline
Brooklyn Investment Group776$210K0.03%+3413F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC767$207K0.02%new13F-HRTimeline
Joel Isaacson & Co., LLC758$205K0.01%new13F-HRTimeline
Dakota Wealth Management758$205K<0.01%new13F-HRTimeline
AlphaQuest LLC711$192K0.02%-7,72713F-HRTimeline
Central Pacific Bank - Trust Division710$192K0.02%-4013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC699$189K0.04%013F-HRTimelineGroup
Parkside Financial Bank & Trust666$180K0.02%+16813F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH600$161K<0.01%+60013F-HRTimelineGroup
Versant Capital Management, Inc539$146K0.02%+20913F-HRTimeline
Allworth Financial LP449$121K<0.01%+20613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK408$110K<0.01%+20613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.399$108K<0.01%+2213F-HRTimelineGroup
UMB Bank, n.a.398$107K<0.01%+1013F-HR/ATimeline
First Horizon Advisors, Inc.282$76.1K<0.01%-16813F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…270$73K<0.01%013F-HRTimelineGroup
MAI Capital Management255$68.9K<0.01%+15913F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP245$66.2K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB243$65.6K<0.01%+213F-HRTimeline
WealthCollab, LLC238$64.3K0.04%+7013F-HRTimeline
Clearstead Advisors, LLC237$64K<0.01%-11213F-HRTimeline
Quarry LP231$62.4K0.01%+20113F-HRTimeline
Farther Finance Advisors, LLC227$61.3K<0.01%-35213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.226$61K<0.01%new13F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD220$59.4K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC215$58.1K<0.01%-1913F-HRTimeline
Steward Partners Investment Advisory, L…209$56.6K<0.01%+12713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC204$55K<0.01%-1,64913F-HR/ATimeline
Arax Advisory Partners189$51K<0.01%+1613F-HRTimeline
Piscataqua Savings Bank180$48.6K0.04%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC176$48K<0.01%+7713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC166$44.8K<0.01%-3613F-HRTimelineGroup
MASECO LLP159$43K<0.01%13F-HRTimeline
Key Financial Inc152$41K0.01%013F-HRTimeline
LRI Investments, LLC129$34.9K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.126$34K<0.01%+12413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Addison Advisors LLC124$33.5K0.01%+6813F-HRTimeline
Global Retirement Partners, LLC123$33.2K<0.01%13F-HRTimeline
Bell Investment Advisors, Inc120$32.4K0.01%+713F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …120$32.4K<0.01%new13F-HRTimelineGroup
Covestor Ltd118$32K0.02%+6713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.115$31.1K<0.01%+313F-HRTimelineGroup
LANARK FINANCIAL, INC.118$31K<0.01%-1213F-HRTimeline
Tidemark, LLC113$30.5K0.01%+8813F-HRTimeline
Smartleaf Asset Management LLC112$30.1K<0.01%-7213F-HRTimeline
GeoWealth Management, LLC104$28.1K<0.01%-35313F-HRTimeline
DANSKE BANK A/S100$27K<0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC99$26.7K0.01%new13F-HRTimeline
True Wealth Design, LLC92$24.8K0.01%+7213F-HRTimeline
Hurley Capital, LLC86$23.3K0.02%013F-HRTimeline
Rise Advisors, LLC84$22.8K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75$20.3K<0.01%013F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC60$18.5K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.67$18.1K0.02%13F-HRTimeline
CVA Family Office, LLC62$16.7K<0.01%013F-HRTimeline
Fortitude Family Office, LLC61$16.5K0.01%new13F-HRTimeline
NewEdge Advisors, LLC60$16.3K<0.01%-29013F-HRTimeline
Tradewinds Capital Management, LLC55$14.9K<0.01%013F-HRTimeline
Manchester Capital Management LLC50$13.5K<0.01%-1,80113F-HRTimeline
CoreCap Advisors, LLC49$13.2K<0.01%-4913F-HRTimeline
Hemington Wealth Management51$13K<0.01%+713F-HRTimeline
GHP Investment Advisors, Inc.45$12.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.41$11.1K<0.01%+813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC40$10.8K<0.01%013F-HRTimeline
NewSquare Capital LLC38$10.3K<0.01%-1613F-HRTimeline
Geneos Wealth Management Inc.38$10.3K<0.01%-11013F-HRTimeline
Whipplewood Advisors, LLC38$10.3K0.01%+3313F-HRTimeline
Capital A Wealth Management, LLC59$10.1K0.11%+5113F-HRTimeline
BFSG, LLC32$8.64K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…32$8.64K0.01%013F-HRTimeline
Private Wealth Management Group, LLC32$8.64K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…29$7.83K<0.01%+313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC29$7.83K<0.01%013F-HRTimeline
Scarborough Advisors, LLC26$7.02K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.25$6.75K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…22$5.94K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC21$5.67K<0.01%013F-HR/ATimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC21$5.67K<0.01%new13F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.18$4.86K<0.01%+913F-HRTimeline
Activest Wealth Management17$4.59K<0.01%+1713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14$3.78K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC14$3.78K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12$3.24K<0.01%-1313F-HRTimeline
Clearstead Trust, LLC11$2.97K<0.01%new13F-HRTimeline
MOTCO9$2.71K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC10$2.7K<0.01%+413F-HRTimeline
Sound Income Strategies, LLC10$2.7K<0.01%013F-HRTimeline
HighMark Wealth Management LLC10$2.7K<0.01%013F-HRTimeline
WPG Advisers, LLC10$2.7K<0.01%-1813F-HRTimeline
Bogart Wealth, LLC9$2.43K<0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8$2.16K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.8$2.16K<0.01%013F-HRTimeline
Hughes Financial Services, LLC7$2.1K<0.01%-113F-HRTimeline
ROTHSCHILD INVESTMENT LLC7$1.89K<0.01%+613F-HRTimeline
Bruce G. Allen Investments, LLC7$1.89K<0.01%+113F-HRTimeline
Principia Wealth Advisory, LLC7$1.89K<0.01%+513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6$1.62K<0.01%+113F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.6$1.62K<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.5$1.35K<0.01%-313F-HRTimeline
Cromwell Holdings LLC5$1.35K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC4$1.09K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC4$1.08K<0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC4$1.08K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC2$1K<0.01%new13F-HRTimeline
Crewe Advisors LLC3$811<0.01%013F-HRTimeline
Stephens Consulting, LLC3$811<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc3$810<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC3$810<0.01%013F-HRTimeline
HFM Investment Advisors, LLC3$810<0.01%+213F-HRTimeline
Raleigh Capital Management Inc.2$542<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC2$541<0.01%-513F-HRTimeline
Financial Management Professionals, Inc.2$540<0.01%013F-HRTimeline
Larson Financial Group LLC2$540<0.01%-813F-HRTimeline
Bay Harbor Wealth Management, LLC2$540<0.01%+113F-HRTimeline
West Oak Capital, LLC175$4730.02%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1$271<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1$270<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1$270<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$270<0.01%013F-HRTimeline
Avion Wealth2$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.