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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

642 managers (658 13F filers) reported a position in EVR shares at 2026-03-31, 35,226,954 shares in all. 93 filers opened a position and 76 filers sold out during the quarter.

Managers
642
13F filers
658
New
93
Added
277
Reduced
189
Sold out
76
Shares held by filers
35,226,954

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Quantum Portfolio Management LLC1,333$398K0.17%+13013F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT1,325$395K0.01%-18013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC1,302$389K0.02%+42213F-HRTimeline
Wealthspire Advisors, LLC1,299$388K<0.01%-15813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,292$386K<0.01%+43513F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT1,268$379K0.01%013F-HRTimeline
Insight Wealth Partners, LLC1,254$374K0.15%013F-HRTimeline
First Bank & Trust1,247$372K0.06%+1213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,241$370K<0.01%-7,03613F-HRTimelineGroup
NorthCrest Asset Manangement, LLC1,200$366K0.01%-6213F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC1,222$365K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,203$359K<0.01%+8213F-HRTimelineGroup
CIBC Asset Management Inc1,193$356K<0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,181$353K<0.01%+3013F-HRTimelineGroup
Wedmont Private Capital1,081$352K0.01%+16613F-HRTimeline
AlphaGrep UK Ltd1,177$351K0.1%new13F-HRTimeline
KBC Group NVin group KBC Group NV1,177$351K<0.01%+9213F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…1,163$347K<0.01%new13F-HRTimelineGroup
Vann Equity Management LLC1,159$346K0.25%13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,143$341K0.01%-2913F-HRTimelineGroup
Qtron Investments LLC1,128$337K0.05%new13F-HRTimeline
AE Wealth Management LLC1,117$334K<0.01%-5513F-HRTimeline
CIBC WORLD MARKET INC.1,117$333K<0.01%+18013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,111$332K0.01%+47513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…1,108$331K<0.01%-5913F-HRTimeline
&PARTNERS1,103$329K<0.01%+13413F-HRTimeline
Crestwood Advisors Group, LLC1,093$326K0.01%+36813F-HRTimeline
Bayforest Capital Ltd1,093$326K0.37%+46313F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…1,084$324K0.17%13F-HRTimeline
North Dakota State Investment Board1,078$322K0.01%-22613F-HRTimeline
Arax Advisory Partners1,050$315K0.01%+86813F-HRTimeline
Centurion Wealth Management LLC1,050$313K0.07%013F-HRTimeline
Bridgefront Capital, LLC1,048$313K0.08%+45613F-HRTimeline
VestGen Advisors, LLC902$308K0.01%new13F-HRTimeline
Joel Isaacson & Co., LLC1,023$305K0.01%+213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,023$305K0.09%-1,83713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,020$304K<0.01%+19113F-HRTimelineGroup
QTR Family Wealth, LLC849$304K0.13%new13F-HRTimeline
COURIER CAPITAL LLC1,000$299K0.02%013F-HR/ATimeline
Gruss & Co., LLC1,000$299K0.7%new13F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.1,000$299K0.02%new13F-HRTimeline
Heritage Wealth Management, Inc.1,000$299K0.15%013F-HRTimeline
INTERCAPITAL, LLC1,000$299K0.17%-1,85013F-HRTimeline
Farther Finance Advisors, LLC989$298K<0.01%+18513F-HRTimeline
Belpointe Asset Management LLC995$297K0.01%-16113F-HRTimeline
Kendall Capital Management995$297K0.06%+25513F-HRTimeline
NewEdge Wealth, LLC990$296K<0.01%-12713F-HRTimeline
Parallel Advisors, LLC984$294K0.01%+3913F-HR/ATimeline
Linden Thomas Advisory Services, LLC980$293K0.03%-2413F-HRTimeline
Narus Financial Partners, LLC979$292K0.08%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding971$290K+79Timeline
Moody Aldrich Partners LLC965$288K0.05%-2213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC952$284K0.01%+313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC951$284K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC914$273K0.02%+27413F-HRTimeline
PCM Encore, LLC912$272K0.06%+213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC806$272K0.02%+10913F-HRTimeline
Dundas Partners LLP906$270K0.02%-16313F-HRTimeline
Compound Planning, Inc.905$270K0.01%-24713F-HRTimeline
Portside Wealth Group, LLC905$270K0.04%-4213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC901$269K<0.01%-2613F-HRTimeline
Brown Miller Wealth Management, LLC894$267K0.08%+6713F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co892$266K0.01%+413F-HRTimelineGroup
NORDEN GROUP LLC891$266K0.03%-8013F-HRTimeline
Azimuth Capital Investment Management L…890$266K0.01%+9013F-HRTimeline
PROFUND ADVISORS LLC871$260K0.01%+3813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC858$256K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC851$254K<0.01%+22213F-HRTimelineGroup
INVESTMENT HOUSE LLC850$254K0.01%013F-HRTimeline
Parcion Private Wealth LLC850$254K0.02%+1313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …848$253K<0.01%013F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC846$252K0.02%+13013F-HRTimeline
Index Technologies Group LLC845$252K0.27%+15813F-HRTimeline
BANQUE PICTET & CIE SA844$252K<0.01%-1,51313F-HRTimeline
Optas, LLC829$247K0.04%+18713F-HRTimeline
Clearstead Advisors, LLC813$243K<0.01%+61513F-HRTimeline
Inscription Capital, LLC807$241K0.03%-11413F-HRTimeline
Empowered Funds, LLC807$241K<0.01%-92113F-HR/ATimeline
Ausdal Financial Partners, Inc.804$240K0.01%+12713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.804$240K0.02%-27313F-HRTimelineGroup
Indivisible Partners801$239K0.02%new13F-HRTimeline
Planned Solutions, Inc.800$239K0.08%013F-HRTimeline
Curi Capital, LLC792$236K<0.01%new13F-HRTimeline
Symphony Financial, Ltd. Co.793$236K0.03%new13F-HRTimeline
Pekin Hardy Strauss, Inc.785$234K0.02%-28513F-HRTimeline
SYM FINANCIAL Corp773$231K0.02%+1413F-HRTimeline
Turtle Creek Wealth Advisors, LLC773$231K0.02%-15613F-HRTimeline
ANB BANK771$230K0.09%+213F-HRTimeline
Greenspring Advisors, LLC770$230K0.01%-5313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC758$226K0.02%new13F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI750$224K0.01%new13F-HRTimeline
Versant Capital Management, Inc745$222K0.02%+12213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.741$221K0.01%new13F-HRTimeline
Cypress Capital, LLC737$220K0.06%+4313F-HRTimeline
Aster Capital Management (DIFC) Ltd1,084$216K0.07%+1,04713F-HRTimeline
Empirical Financial Services, LLC d.b.a…725$216K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…719$215K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC710$212K<0.01%-9,86213F-HRTimeline
MATAURO, LLC707$211K0.03%013F-HRTimeline
Abel Hall, LLC705$210K0.04%-5813F-HRTimeline
FOSTER & MOTLEY INC699$209K0.01%-4913F-HRTimeline
RETIREMENT GUYS FORMULA LLC694$207K0.1%+1613F-HRTimeline
Rothschild Wealth LLC692$207K0.02%new13F-HRTimeline
R Squared Ltd690$206K0.11%new13F-HRTimeline
INCEPTIONR LLC685$204K0.05%-1,70613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/684$204K<0.01%-46113F-HRTimelineGroup
Destination Wealth Management681$203K0.01%+5413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC680$203K0.03%new13F-HRTimeline
Astoria Portfolio Advisors LLC.583$203K0.04%new13F-HRTimeline
DENALI ADVISORS LLC671$200K0.02%+213F-HRTimeline
Hamilton Capital Partners Inc.668$199K0.01%013F-HRTimeline
CENTRAL TRUST Co640$191K<0.01%-4913F-HRTimeline
Central Pacific Bank - Trust Division570$170K0.02%+2013F-HRTimeline
UMB Bank, n.a.566$169K<0.01%+3713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Root Financial Partners, LLC558$167K0.01%+35413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC556$166K<0.01%-1713F-HRTimeline
Blue Trust, Inc.548$163K<0.01%-32013F-HRTimeline
Twin Tree Management, LP535$160K0.03%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…495$148K0.01%-2,51213F-HRTimeline
IFP Advisors, Inc454$136K<0.01%+22513F-HRTimeline
Employees Retirement System of Texas434$130K<0.01%new13F-HRTimeline
True Wealth Design, LLC367$110K0.03%+11713F-HRTimeline
AlphaCentric Advisors LLC272$81.2K0.08%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB267$79.7K<0.01%+2613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC257$77K<0.01%+4313F-HRTimelineGroup
WealthCollab, LLC238$71K0.03%013F-HRTimeline
Quent Capital, LLC236$70.5K0.01%+12113F-HRTimeline
Eurizon Capital SGR S.p.A.241$69.1K<0.01%+13913F-HRTimeline
SIGNATUREFD, LLC225$67.2K<0.01%-613F-HRTimeline
Smartleaf Asset Management LLC218$62.4K<0.01%+1013F-HRTimeline
Piscataqua Savings Bank180$53.7K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.172$51.3K<0.01%+12713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.166$49.6K<0.01%+3913F-HRTimelineGroup
Cedar Mountain Advisors, LLC165$49.3K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC158$47.2K<0.01%+313F-HRTimelineGroup
Larson Financial Group LLC152$45.4K<0.01%+11113F-HRTimeline
State of Wyoming147$43.9K0.01%-7213F-HRTimeline
Covestor Ltd135$41K0.03%-8713F-HRTimeline
Key Financial Inc137$40.9K0.01%013F-HRTimeline
Addison Advisors LLC132$39.4K0.01%013F-HRTimeline
LRI Investments, LLC129$38.5K<0.01%013F-HRTimeline
FIRST HORIZON CORP126$37.6K<0.01%-4813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.123$36.7K<0.01%+213F-HRTimeline
Bell Investment Advisors, Inc122$36.4K0.01%+1613F-HRTimeline
GROUP ONE TRADING LLC113$33.7K<0.01%+6513F-HRTimeline
PALLADIEM, LLC100$33.5K0.03%013F-HRTimeline
Elevated Capital Advisors, LLC109$32.5K0.01%-1,39313F-HRTimeline
LANARK FINANCIAL, INC.102$30.4K<0.01%+113F-HRTimeline
Opal Wealth Advisors, LLC98$29.3K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…96$28.7K<0.01%-1013F-HRTimeline
Kemnay Advisory Services Inc.94$28.1K<0.01%new13F-HRTimeline
CVA Family Office, LLC94$28.1K<0.01%+3213F-HRTimeline
Parkside Financial Bank & Trust91$27.2K<0.01%-1513F-HRTimeline
Basecamp Wealth Advisors LLC89$26.6K0.01%+6713F-HRTimeline
Owl Creek Wealth Partners LLC87$26K0.01%13F-HRTimeline
Hurley Capital, LLC87$25.9K0.01%013F-HRTimeline
TrinityBridge Ltd80$24K<0.01%013F-HRTimeline
V-Square Quantitative Management LLC76$22.7K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75$22.4K<0.01%new13F-HR/ATimeline
Tidemark, LLC68$20.4K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.67$20K0.02%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC63$18.8K<0.01%new13F-HRTimeline
Manchester Capital Management LLC61$18.2K<0.01%+113F-HRTimeline
Wilmington Savings Fund Society, FSB60$17.9K<0.01%013F-HRTimeline
Fortitude Family Office, LLC60$17.9K<0.01%+213F-HRTimeline
Tradewinds Capital Management, LLC55$16.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC49$14.7K<0.01%+113F-HRTimeline
Smithfield Trust Co42$13K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.43$12.8K<0.01%-7213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC40$12.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC41$12.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.39$11.9K<0.01%-113F-HRTimeline
JFS WEALTH ADVISORS, LLC38$11.3K<0.01%+113F-HRTimeline
MATHER GROUP, LLC.34$10.1K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…33$9.85K<0.01%013F-HRTimelineGroup
BFSG, LLC32$9.55K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC32$9.55K<0.01%013F-HRTimeline
Scarborough Advisors, LLC26$7.76K<0.01%013F-HRTimeline
United Financial Planning Group LLC26$7.76K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC24$7.16K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC23$6.87K<0.01%-5713F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP22$6.57K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC21$6.27K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.21$6.27K<0.01%+113F-HRTimeline
DANSKE BANK A/S20$5.97K<0.01%-8013F-HRTimeline
JPL Wealth Management, LLC19$5.67K<0.01%new13F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST19$5.67K<0.01%+1813F-HRTimeline
Activest Wealth Management17$5.08K<0.01%-713F-HRTimeline
Bogart Wealth, LLC15$4.48K<0.01%+613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14$4.18K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC14$4.18K<0.01%+213F-HRTimeline
Altshuler Shaham Ltd14$4.18K<0.01%+113F-HRTimeline
Innovative Asset Advisors Group, LLC14$4.18K<0.01%13F-HRTimeline
Clearstead Trust, LLC12$3.58K<0.01%+113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12$3.58K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.11$3.28K<0.01%013F-HRTimeline
Sound Income Strategies, LLC10$3.01K<0.01%013F-HRTimeline
Rossby Financial, LCC10$3.01K<0.01%+613F-HRTimeline
Navigoe, LLC13$3K<0.01%013F-HRTimeline
WPG Advisers, LLC10$2.98K<0.01%013F-HRTimeline