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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

697 managers (715 13F filers) reported a position in EVR shares at 2026-06-30, 35,865,567 shares in all. 105 filers opened a position and 46 filers sold out during the quarter.

Managers
697
13F filers
715
New
105
Added
258
Reduced
241
Sold out
46
Shares held by filers
35,865,567

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Tidemark, LLC68$23.3K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.67$22.9K0.02%013F-HRTimeline
SJS Investment Consulting Inc.65$22.2K<0.01%+2213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS62$20.8K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB60$20.5K<0.01%013F-HRTimeline
Manchester Capital Management LLC59$20.1K<0.01%-213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…58$20K<0.01%-13,50513F-HRTimelineGroup
Tradewinds Capital Management, LLC55$18.8K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC50$17.1K0.01%+4313F-HRTimeline
AMERIFLEX GROUP, INC.48$16.4K0.01%new13F-HRTimeline
Smithfield Trust Co42$14K<0.01%013F-HRTimeline
REAP Financial Group, LLC41$14K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.41$13.9K<0.01%+213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC40$13.7K<0.01%013F-HRTimeline
Regatta Research & Money Management40$13.5K0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC39$13.3K<0.01%+113F-HRTimeline
Quantbot Technologies LP35$11.9K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.34$11.6K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…33$11.3K<0.01%013F-HRTimelineGroup
BFSG, LLC32$10.9K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC32$10.9K<0.01%013F-HRTimeline
Persistent Asset Partners Ltd32$10.9K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.30$10.2K<0.01%+2413F-HR/ATimeline
Silver Grove Financial Group, Inc.29$9.9K0.01%new13F-HRTimeline
Addison Advisors LLC26$8.88K<0.01%-10613F-HRTimeline
United Financial Planning Group LLC26$8.88K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC25$8.54K<0.01%+1713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP22$7.51K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC21$7.17K<0.01%013F-HRTimeline
DANSKE BANK A/S20$6.83K<0.01%013F-HRTimeline
Park Place Capital Corp20$6.83K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC20$6.83K<0.01%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST20$6.83K<0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.19$6.49K<0.01%-213F-HRTimeline
Bogart Wealth, LLC16$5.46K<0.01%+113F-HRTimeline
KEB ASSET MANAGEMENT, LLC16$5.46K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC15$5.12K<0.01%+113F-HRTimeline
Navigoe, LLC16$5K<0.01%+313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14$4.78K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.14$4.78K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC14$4.78K<0.01%+613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC14$4.71K<0.01%new13F-HRTimeline
Altshuler Shaham Ltd13$4.44K<0.01%-113F-HRTimeline
Clearstead Trust, LLC12$4.1K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12$4.1K<0.01%013F-HR/ATimeline
Cromwell Holdings LLC11$3.76K<0.01%+613F-HRTimeline
Rossby Financial, LCC11$3.76K<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10$3.42K<0.01%+113F-HRTimelineGroup
WPG Advisers, LLC10$3.41K<0.01%013F-HRTimeline
MidFirst Bank10$3.41K<0.01%013F-HRTimeline
Westfuller Advisors, LLC10$3.27K<0.01%013F-HRTimeline
Pier Capital, LLC9$3.07K<0.01%-2,48413F-HRTimeline
High Note Wealth, LLC9$3.07K<0.01%013F-HRTimeline
Activest Wealth Management9$3.07K<0.01%-813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8$2.73K<0.01%013F-HRTimeline
Asset Dedication, LLC8$2.73K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC8$2.73K<0.01%013F-HRTimeline
Creative Capital Management Investments…8$2.73K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.8$2.73K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC8$2.73K<0.01%+513F-HRTimeline
Cornerstone Planning Group LLC8$2.68K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners7$2.4K<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC7$2.39K<0.01%-113F-HRTimeline
Whipplewood Advisors, LLC7$2.39K<0.01%-1713F-HRTimeline
DiNuzzo Private Wealth, Inc.6$2.05K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC7$2K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC5$1.71K<0.01%013F-HRTimeline
Front Row Advisors LLC5$1.51K<0.01%013F-HRTimeline
Investors Portfolio Services LLC4$1.37K<0.01%013F-HRTimeline
Crewe Advisors LLC3$1.02K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc3$1.02K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC3$1.02K<0.01%013F-HRTimeline
Avion Wealth3$1K<0.01%-113F-HRTimeline
Capital Advisors, Ltd. LLC2$1K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC2$685<0.01%013F-HRTimeline
Financial Management Professionals, Inc.2$683<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$683<0.01%new13F-HRTimeline
CoreCap Advisors, LLC2$683<0.01%-4713F-HRTimeline
Bare Financial Services, Inc2$683<0.01%013F-HRTimeline
Sachetta, LLC2$683<0.01%013F-HRTimeline
American Capital Advisory, LLC2$683<0.01%013F-HRTimeline
Cornerstone Financial Management LLC2$683<0.01%new13F-HR/ATimeline
Abound Wealth Management1$451<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$342<0.01%013F-HR/ATimeline
DecisionPoint Financial, LLC1$342<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1$341<0.01%013F-HRTimeline
MOTCO1$341<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1$341<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS1$341<0.01%13F-HRTimeline
Leonteq Securities AG1$341<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1$341<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$341<0.01%new13F-HRTimelineGroup
Caitlin John, LLC1$341<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC1$3410.01%new13F-HRTimeline
Planning Strategies Inc.1$341<0.01%13F-HRTimeline
Raleigh Capital Management Inc.0$13<0.01%013F-HRTimelineAmount 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.