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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

615 managers (630 13F filers) reported a position in EVR shares at 2025-09-30, 34,706,504 shares in all. 123 filers opened a position and 55 filers sold out during the quarter.

Managers
615
13F filers
630
New
123
Added
220
Reduced
193
Sold out
55
Shares held by filers
34,706,504

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
KBC Group NVin group KBC Group NV1,085$366K<0.01%+10013F-HRTimelineGroup
EVOKE WEALTH, LLC1,081$365K0.01%+4613F-HRTimeline
WADDELL & ASSOCIATES, LLC1,058$357K0.03%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,050$354K<0.01%013F-HRTimeline
Centurion Wealth Management LLC1,050$354K0.08%new13F-HRTimeline
GAMMA Investing LLC1,049$354K0.02%+14113F-HRTimeline
Harvest Investment Services, LLC1,047$353K0.07%new13F-HRTimeline
Compound Planning, Inc.1,041$351K0.01%+14313F-HRTimeline
SageView Advisory Group, LLC1,039$350K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,027$346K0.03%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC1,023$345K0.01%new13F-HRTimeline
Linden Thomas Advisory Services, LLC1,019$344K0.03%-1113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,017$343K0.01%+7513F-HRTimeline
COURIER CAPITAL LLC1,000$337K0.02%013F-HRTimeline
Versor Investments LP1,000$337K0.06%new13F-HRTimeline
Heritage Wealth Management, Inc.1,000$337K0.1%013F-HRTimeline
Moody Aldrich Partners LLC989$334K0.06%-313F-HRTimeline
NORDEN GROUP LLC988$333K0.03%-7313F-HRTimeline
Narus Financial Partners, LLC979$330K0.09%013F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC975$329K0.02%+20813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC973$328K<0.01%-1,62213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC972$328K0.02%+96513F-HRTimeline
NewEdge Advisors, LLC962$325K<0.01%+90213F-HRTimeline
Valeo Financial Advisors, LLC947$319K0.01%+2713F-HRTimeline
Inscription Capital, LLC931$314K0.03%new13F-HRTimeline
Perigon Wealth Management, LLC931$314K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC929$313K<0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP927$313K<0.01%+113F-HRTimelineGroup
Dundas Partners LLP917$309K0.02%new13F-HRTimeline
Wealthspire Advisors, LLC914$308K<0.01%-6613F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC909$307K0.02%+1713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC907$306K<0.01%-6913F-HRTimelineGroup
PROFUND ADVISORS LLC903$305K0.01%+7013F-HRTimeline
CIBC WORLD MARKET INC.899$303K<0.01%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co897$303K0.01%+3513F-HRTimelineGroup
Blue Trust, Inc.897$303K<0.01%-9513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC951$302K0.03%new13F-HRTimeline
&PARTNERS893$301K<0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC880$297K0.02%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.872$294K<0.01%+7613F-HRTimelineGroup
Olympiad Research LP867$292K0.41%+7613F-HRTimeline
INVESTMENT HOUSE LLC850$287K0.01%013F-HRTimeline
Wedmont Private Capital880$285K0.01%+2013F-HRTimeline
Laird Norton Wetherby Wealth Management…826$279K0.01%+1813F-HRTimeline
Kendall Capital Management825$278K0.06%-5513F-HRTimeline
Brown Miller Wealth Management, LLC807$272K0.08%new13F-HRTimeline
Wealthstream Advisors, Inc.806$272K0.04%+1013F-HRTimeline
Parcion Private Wealth LLC801$270K0.02%new13F-HRTimeline
Planned Solutions, Inc.800$270K0.09%013F-HRTimeline
ANB BANK797$269K0.11%new13F-HRTimeline
INGALLS & SNYDER LLC789$266K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC787$265K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO797$262K<0.01%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding769$259KnewTimeline
Allworth Financial LP763$257K<0.01%+31413F-HRTimeline
Joel Isaacson & Co., LLC760$256K0.01%+213F-HRTimeline
MATAURO, LLC758$256K0.04%-11813F-HRTimeline
Vise Technologies, Inc.757$255K0.01%new13F-HRTimeline
Destination Wealth Management755$255K0.01%new13F-HRTimeline
SYM FINANCIAL Corp747$252K0.03%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC746$252K<0.01%new13F-HRTimelineGroup
Symphony Financial, Ltd. Co.715$241K0.03%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC709$239K0.04%new13F-HRTimeline
TRUST POINT INC.706$238K0.02%new13F-HRTimeline
Voleon Capital Management LP701$236K0.01%new13F-HRTimeline
Azimuth Capital Investment Management L…700$236K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC699$236K0.04%013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…695$234K<0.01%new13F-HRTimelineGroup
Cooper Financial Group693$234K0.03%new13F-HRTimeline
OneDigital Investment Advisors LLC689$232K<0.01%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC681$230K0.08%-16613F-HRTimeline
Waverly Advisors, LLC677$228K<0.01%new13F-HRTimeline
DENALI ADVISORS LLC675$228K0.03%-65613F-HRTimeline
AlphaQuest LLC672$227K0.01%-3913F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …670$226K<0.01%new13F-HRTimelineGroup
Argent Trust Co669$226K0.01%new13F-HRTimeline
Abel Hall, LLC668$225K0.09%new13F-HRTimeline
Rafferty Asset Management, LLC667$225K<0.01%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP663$224K0.01%new13F-HR/ATimeline
Keystone Financial Services659$222K0.07%new13F-HRTimeline
Mutual Advisors, LLC695$221K<0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP646$218K0.01%new13F-HRTimeline
Cambria Investment Management, L.P.644$217K0.01%new13F-HR/ATimeline
Cypress Capital, LLC641$216K0.06%new13F-HRTimeline
HUB Investment Partners, LLC637$215K0.01%new13F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…636$215K0.02%new13F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD633$214K0.01%new13F-HRTimeline
Vestcor Inc629$212K0.01%-1,77913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC622$210K0.03%new13F-HRTimeline
Brooklyn Investment Group776$209K0.03%013F-HR/ATimeline
ADELL HARRIMAN & CARPENTER INC613$207K0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division610$206K0.02%-10013F-HRTimeline
Quantum Financial Advisors, LLC610$206K0.03%new13F-HRTimeline
waypoint wealth counsel603$203K0.08%new13F-HRTimeline
Snowden Capital Advisors LLC601$203K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC599$202K<0.01%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/593$200K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC577$195K<0.01%-20313F-HRTimeline
Versant Capital Management, Inc554$187K0.03%+1513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.539$182K<0.01%+14013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/519$175K<0.01%-26513F-HRTimelineGroup
Global Retirement Partners, LLC497$168K<0.01%+37413F-HRTimeline
State of Wyoming495$167K0.02%-1,62113F-HRTimeline
IFP Advisors, Inc453$153K<0.01%-37113F-HR/ATimeline
Steward Partners Investment Advisory, L…448$151K<0.01%+23913F-HRTimeline
SHELL ASSET MANAGEMENT CO413$139K0.01%-65613F-HRTimeline
Farther Finance Advisors, LLC406$137K<0.01%+17913F-HRTimeline
UMB Bank, n.a.403$136K<0.01%+513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HANTZ FINANCIAL SERVICES, INC.367$124K<0.01%+24113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Twin Tree Management, LP334$113K0.01%-86,19013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…270$91K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC253$85.3K0.03%+16113F-HRTimeline
MassMutual Private Wealth & Trust, FSB243$82K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.239$80.6K<0.01%new13F-HRTimelineGroup
WealthCollab, LLC238$80.3K0.04%013F-HRTimeline
Covestor Ltd231$78K0.04%+11313F-HRTimeline
SIGNATUREFD, LLC222$74.9K<0.01%+713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC215$72K<0.01%+3913F-HRTimelineGroup
Clearstead Advisors, LLC199$67.1K<0.01%-3813F-HRTimeline
Parkside Financial Bank & Trust196$66.1K0.01%-47013F-HRTimeline
Root Financial Partners, LLC196$66.1K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC185$63K<0.01%+7313F-HRTimeline
Piscataqua Savings Bank180$60.7K0.05%013F-HRTimeline
FIRST HORIZON CORP171$57.7K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK169$57K<0.01%-23913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC161$54.3K<0.01%-513F-HRTimelineGroup
MASECO LLP160$53.9K<0.01%+113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.142$48K<0.01%-8413F-HRTimelineGroup
Addison Advisors LLC140$47.2K0.01%+1613F-HRTimeline
Quent Capital, LLC136$45.9K<0.01%new13F-HRTimeline
Key Financial Inc137$45.3K0.01%-1513F-HRTimeline
LRI Investments, LLC129$43.6K<0.01%013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …120$40.5K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co110$37.1K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc106$35.8K0.01%-1413F-HRTimeline
SJS Investment Consulting Inc.105$35.4K<0.01%+10013F-HRTimeline
LANARK FINANCIAL, INC.101$34.1K<0.01%-1713F-HRTimeline
DANSKE BANK A/S100$33.7K<0.01%013F-HR/ATimeline
Hurley Capital, LLC86$29.1K0.02%013F-HRTimeline
Rise Advisors, LLC85$28.5K0.01%+113F-HRTimeline
Quarry LP84$28.3K0.01%-14713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.81$27.3K<0.01%-3413F-HRTimelineGroup
Vermillion & White Wealth Management Gr…79$26.6K0.02%+4713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75$25.3K<0.01%013F-HRTimeline
Tidemark, LLC68$23K0.01%-4513F-HRTimeline
Harbor Asset Planning, Inc.67$22.6K0.02%013F-HRTimeline
CVA Family Office, LLC62$20.9K<0.01%013F-HRTimeline
Fortitude Family Office, LLC62$20.9K0.01%+113F-HRTimeline
Wilmington Savings Fund Society, FSB60$20.2K<0.01%-1,28713F-HR/ATimeline
Hemington Wealth Management58$19K<0.01%+713F-HRTimeline
Tradewinds Capital Management, LLC55$18.6K<0.01%013F-HRTimeline
Manchester Capital Management LLC50$16.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC49$16.5K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.45$15.2K<0.01%013F-HRTimeline
Smithfield Trust Co42$14K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.41$13.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC41$13.8K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC40$13.5K<0.01%013F-HRTimeline
MATHER GROUP, LLC.34$11.5K<0.01%new13F-HRTimeline
BFSG, LLC32$10.8K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC32$10.8K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…31$10.5K<0.01%+213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC29$9.78K<0.01%013F-HRTimeline
ORG Partners LLC29$9.78K<0.01%new13F-HRTimeline
Larson Financial Group LLC28$9.46K<0.01%+2613F-HRTimeline
Scarborough Advisors, LLC26$8.77K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP22$7.42K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…22$7.42K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC21$7.08K<0.01%013F-HR/ATimeline
Physician Wealth Advisors, Inc.21$7.08K<0.01%+313F-HRTimeline
JPL Wealth Management, LLC19$6.41K<0.01%new13F-HRTimeline
Activest Wealth Management17$5.73K<0.01%013F-HRTimeline
Caitlin John, LLC15$5.06K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14$4.72K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC14$4.72K<0.01%013F-HRTimeline
Altshuler Shaham Ltd13$4.38K<0.01%new13F-HRTimeline
Navigoe, LLC13$4K<0.01%new13F-HRTimeline
Westfuller Advisors, LLC11$3.87K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.11$3.71K<0.01%new13F-HRTimeline
Clearstead Trust, LLC11$3.71K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC11$3.71K<0.01%+113F-HRTimeline
Wealth Watch Advisors, INC10$3.37K<0.01%new13F-HRTimeline
Guerra Advisors Inc10$3.37K<0.01%new13F-HRTimeline
WPG Advisers, LLC10$3.37K<0.01%013F-HRTimeline
Sound Income Strategies, LLC10$3.14K<0.01%013F-HRTimeline
Bogart Wealth, LLC9$3.04K<0.01%013F-HRTimeline
Cloud Capital Management, LLC9$3K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8$2.7K<0.01%013F-HRTimeline
Horizon Investments, LLC8$2.7K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.8$2.7K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC7$2.36K<0.01%013F-HRTimeline
Hughes Financial Services, LLC7$2.16K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6$2.02K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC6$2.02K<0.01%+213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6$2.02K<0.01%new13F-HR/ATimeline
DiNuzzo Private Wealth, Inc.6$1.93K<0.01%013F-HRTimeline
Cromwell Holdings LLC5$1.69K<0.01%013F-HRTimeline
Creekmur Asset Management LLC4$1.37K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC4$1.35K<0.01%+213F-HRTimeline
AdvisorNet Financial, Inc3$1.01K<0.01%013F-HRTimeline