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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

625 managers (637 13F filers) reported a position in EVR shares at 2025-12-31, 34,866,680 shares in all. 62 filers opened a position and 69 filers sold out during the quarter.

Managers
625
13F filers
637
New
62
Added
201
Reduced
253
Sold out
69
Shares held by filers
34,866,680

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WADDELL & ASSOCIATES, LLC1,113$379K0.03%+5513F-HRTimeline
Global Retirement Partners, LLC1,105$376K0.01%+60813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,091$371K0.03%+11613F-HRTimeline
KBC Group NVin group KBC Group NV1,085$369K<0.01%013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,077$366K0.02%-6913F-HRTimelineGroup
Pekin Hardy Strauss, Inc.1,070$364K0.03%-5513F-HRTimeline
Dundas Partners LLP1,069$364K0.03%+15213F-HRTimeline
Centurion Wealth Management LLC1,050$357K0.08%013F-HRTimeline
EVOKE WEALTH, LLC1,049$357K0.01%-3213F-HRTimeline
SageView Advisory Group, LLC1,036$353K0.01%-313F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,027$349K0.06%new13F-HRTimeline
Joel Isaacson & Co., LLC1,021$347K0.01%+26113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,011$344K<0.01%+3813F-HRTimelineGroup
Linden Thomas Advisory Services, LLC1,004$342K0.03%-1513F-HRTimeline
Wedmont Private Capital915$341K0.01%+3513F-HRTimeline
COURIER CAPITAL LLC1,000$340K0.02%013F-HRTimeline
Versor Investments LP1,000$340K0.05%013F-HRTimeline
Heritage Wealth Management, Inc.1,000$340K0.09%013F-HRTimeline
Waverly Advisors, LLC992$338K<0.01%+31513F-HRTimeline
Moody Aldrich Partners LLC987$336K0.06%-213F-HRTimeline
Brooklyn Investment Group967$336K0.02%+19113F-HRTimeline
WHITTIER TRUST CO896$335K<0.01%+9913F-HRTimeline
Narus Financial Partners, LLC979$333K0.09%013F-HRTimeline
NORDEN GROUP LLC971$330K0.03%-1713F-HRTimeline
&PARTNERS969$330K<0.01%+7613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC949$323K0.01%-6813F-HRTimeline
Horizon Investments, LLC947$322K<0.01%+93913F-HRTimeline
Portside Wealth Group, LLC947$322K0.04%-19613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…948$322K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC945$322K0.01%-37213F-HRTimeline
CIBC WORLD MARKET INC.937$319K<0.01%+3813F-HRTimeline
Turtle Creek Wealth Advisors, LLC929$316K0.02%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC927$315K<0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP926$315K<0.01%-113F-HRTimelineGroup
Inscription Capital, LLC921$313K0.03%-1013F-HRTimeline
PCM Encore, LLC910$310K0.07%13F-HRTimeline
Perigon Wealth Management, LLC907$309K0.01%-2413F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding892$303K+123Timeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co888$302K0.01%-913F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC880$299K0.02%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC870$296K<0.01%-25913F-HRTimelineGroup
Blue Trust, Inc.868$295K<0.01%-2913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC857$292K<0.01%+7013F-HRTimelineGroup
INVESTMENT HOUSE LLC850$289K0.01%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding848$289K-920Timeline
Parcion Private Wealth LLC837$285K0.02%+3613F-HRTimeline
PROFUND ADVISORS LLC833$283K0.01%-7013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC829$282K<0.01%-7813F-HRTimelineGroup
Brown Miller Wealth Management, LLC827$281K0.08%+2013F-HRTimeline
Valeo Financial Advisors, LLC825$281K0.01%-12213F-HRTimeline
Greenspring Advisors, LLC823$280K0.02%new13F-HRTimeline
L2 Asset Management, LLC821$279K0.04%new13F-HRTimeline
Allworth Financial LP811$276K<0.01%+4813F-HRTimeline
Whalen Wealth Management Inc.806$274K0.15%-3,18713F-HRTimeline
Farther Finance Advisors, LLC804$274K<0.01%+39813F-HRTimeline
Planned Solutions, Inc.800$272K0.09%013F-HRTimeline
Azimuth Capital Investment Management L…800$272K0.01%+10013F-HRTimeline
ROTHSCHILD INVESTMENT LLC779$265K0.01%-19313F-HRTimeline
ANB BANK769$262K0.1%-2813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC697$261K0.02%-25413F-HRTimeline
Abel Hall, LLC763$260K0.06%+9513F-HRTimeline
SYM FINANCIAL Corp759$258K0.03%+1213F-HRTimeline
FOSTER & MOTLEY INC748$255K0.01%-37713F-HRTimeline
INGALLS & SNYDER LLC746$254K0.01%-4313F-HRTimeline
Kendall Capital Management740$252K0.05%-8513F-HRTimeline
Caerus Investment Advisors, LLC731$249K0.08%-42913F-HRTimeline
Crestwood Advisors Group, LLC725$247K<0.01%new13F-HRTimeline
HUB Investment Partners, LLC718$244K0.01%+8113F-HRTimeline
EARNED WEALTH ADVISORS, LLC716$243K0.02%+713F-HR/ATimeline
MATAURO, LLC707$241K0.04%-5113F-HRTimeline
Cypress Capital, LLC694$236K0.07%+5313F-HRTimeline
CENTRAL TRUST Co689$234K<0.01%+57913F-HRTimeline
Argent Trust Co687$234K0.01%+1813F-HRTimeline
Index Technologies Group LLC687$234K0.24%13F-HRTimeline
RETIREMENT GUYS FORMULA LLC678$231K0.11%-313F-HRTimeline
Ausdal Financial Partners, Inc.677$230K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC675$230K<0.01%-1413F-HRTimeline
DENALI ADVISORS LLC669$228K0.03%-613F-HRTimeline
Hamilton Capital Partners Inc.668$227K0.01%-61613F-HRTimeline
Keystone Financial Services652$222K0.07%-713F-HRTimeline
Rafferty Asset Management, LLC650$221K<0.01%-1713F-HRTimeline
Optas, LLC642$218K0.03%-50413F-HRTimeline
Advyzon Investment Management, LLC640$218K0.03%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.636$216K<0.01%+26913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mutual Advisors, LLC634$216K<0.01%-6113F-HRTimeline
GW HENSSLER & ASSOCIATES LTD633$215K0.01%013F-HRTimeline
Bayforest Capital Ltd630$214K0.16%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC629$214K<0.01%new13F-HRTimelineGroup
Destination Wealth Management627$213K0.01%-12813F-HRTimeline
Versant Capital Management, Inc623$212K0.03%+6913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC623$212K0.03%+113F-HRTimeline
TRUST POINT INC.621$211K0.02%-8513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.603$205K<0.01%new13F-HRTimeline
Snowden Capital Advisors LLC599$204K0.01%-213F-HRTimeline
Bridgefront Capital, LLC592$201K0.05%new13F-HRTimeline
waypoint wealth counsel590$201K0.07%-1313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC573$195K<0.01%-413F-HRTimeline
Central Pacific Bank - Trust Division550$187K0.02%-6013F-HRTimeline
UMB Bank, n.a.529$180K<0.01%+12613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…353$120K<0.01%-9513F-HRTimeline
SBI Securities Co., Ltd.301$102K<0.01%+30013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.287$97.7K<0.01%-25213F-HRTimelineGroup
DV Trading LLC280$95.3K0.01%13F-HRTimeline
Torren Management, LLC271$92.2K0.05%13F-HRTimeline
True Wealth Design, LLC250$85.1K0.02%-313F-HRTimeline
MassMutual Private Wealth & Trust, FSB241$82K<0.01%-213F-HRTimeline
WealthCollab, LLC238$81K0.03%013F-HRTimeline
SIGNATUREFD, LLC231$78.6K<0.01%+913F-HRTimeline
IFP Advisors, Inc229$77.9K<0.01%-22413F-HRTimeline
Covestor Ltd222$75K0.04%-913F-HRTimeline
State of Wyoming219$74.5K0.01%-27613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC214$72K<0.01%-113F-HRTimelineGroup
Smartleaf Asset Management LLC208$71.7K<0.01%+2313F-HRTimeline
Root Financial Partners, LLC204$69.4K<0.01%+813F-HRTimeline
Clearstead Advisors, LLC198$67.4K<0.01%-113F-HRTimeline
Arax Advisory Partners182$62K<0.01%-16,02113F-HRTimeline
Piscataqua Savings Bank180$61.2K0.04%013F-HRTimeline
FIRST HORIZON CORP174$59.2K<0.01%+313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK171$58.2K<0.01%+213F-HRTimelineGroup
MASECO LLP160$54.5K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC159$54.2K<0.01%new13F-HRTimelineGroup
Greenline Wealth Management LLC155$52.8K0.05%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC155$52.7K<0.01%-613F-HRTimelineGroup
Key Financial Inc137$46.6K0.01%013F-HRTimeline
Addison Advisors LLC132$44.9K0.01%-813F-HRTimeline
LRI Investments, LLC129$44K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.127$43.1K<0.01%-1513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.121$41.2K<0.01%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …120$40.8K<0.01%013F-HRTimelineGroup
Quent Capital, LLC115$39.2K<0.01%-2113F-HRTimeline
SJS Investment Consulting Inc.115$39.1K<0.01%+1013F-HRTimeline
Parkside Financial Bank & Trust106$36.1K<0.01%-9013F-HRTimeline
Bell Investment Advisors, Inc106$36.1K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…106$36.1K<0.01%13F-HRTimeline
Eurizon Capital SGR S.p.A.102$35K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.101$34.4K<0.01%013F-HRTimeline
PALLADIEM, LLC100$34.4K0.03%13F-HRTimeline
DANSKE BANK A/S100$34K<0.01%013F-HRTimeline
Hurley Capital, LLC87$29.4K0.02%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC78$29.2K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC80$27.2K<0.01%new13F-HRTimelineGroup
TrinityBridge Ltd80$27K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…79$26.9K0.01%013F-HRTimeline
V-Square Quantitative Management LLC76$25.9K<0.01%new13F-HRTimeline
Elyxium Wealth, LLC71$24.2K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.67$22.8K0.02%013F-HRTimeline
CVA Family Office, LLC62$21.1K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB60$20.4K<0.01%013F-HRTimeline
Manchester Capital Management LLC60$20.4K<0.01%+1013F-HRTimeline
Fortitude Family Office, LLC58$19.7K<0.01%-413F-HRTimeline
Tradewinds Capital Management, LLC55$18.7K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC48$16.3K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC48$16.3K<0.01%-113F-HRTimeline
GHP Investment Advisors, Inc.45$15.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC41$14.9K<0.01%new13F-HRTimeline
Smithfield Trust Co42$14K<0.01%013F-HRTimeline
Larson Financial Group LLC41$14K<0.01%+1313F-HRTimeline
REAP Financial Group, LLC41$13.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.40$13.6K<0.01%-113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC40$13.6K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC37$12.6K<0.01%+813F-HRTimeline
Aster Capital Management (DIFC) Ltd37$12.6K0.01%-1,28913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…33$11.2K<0.01%+213F-HRTimelineGroup
BFSG, LLC32$10.9K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC32$10.9K<0.01%013F-HRTimeline
Scarborough Advisors, LLC26$8.85K<0.01%013F-HRTimeline
Activest Wealth Management24$8.17K<0.01%+713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP22$7.49K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.22$7.49K<0.01%new13F-HRTimelineGroup
Basecamp Wealth Advisors LLC22$7.49K<0.01%13F-HRTimeline
Prestige Wealth Management Group LLC21$7.15K<0.01%013F-HRTimeline
Signature Equity Partners, LLC20$6.81K<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.20$6.8K<0.01%-113F-HRTimeline
Wealth Watch Advisors, INC16$5.44K<0.01%+613F-HRTimeline
Cornerstone Planning Group LLC14$5.08K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14$4.76K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC14$4.76K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC13$4.42K<0.01%+713F-HRTimeline
Altshuler Shaham Ltd13$4.42K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12$4.08K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC12$4.08K<0.01%+113F-HRTimeline
Navigoe, LLC13$4K<0.01%013F-HRTimeline
Westfuller Advisors, LLC11$3.91K<0.01%013F-HRTimeline
Sound Income Strategies, LLC10$3.79K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.11$3.74K<0.01%013F-HRTimeline
Clearstead Trust, LLC11$3.74K<0.01%013F-HRTimeline
WPG Advisers, LLC10$3.4K<0.01%013F-HRTimeline
North Star Investment Management Corp.10$3.4K<0.01%+813F-HRTimeline
Bogart Wealth, LLC9$3.06K<0.01%013F-HRTimeline
High Note Wealth, LLC9$3.06K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8$2.72K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.8$2.72K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC8$2.72K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC7$2.38K<0.01%013F-HRTimeline
Hughes Financial Services, LLC7$2.38K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6$2.04K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.6$2.04K<0.01%-7513F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.6$2.04K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.6$2.04K<0.01%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC6$2.04K<0.01%13F-HRTimeline