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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

542 managers (554 13F filers) reported a position in EVR shares at 2025-03-31, 34,425,210 shares in all. 71 filers opened a position and 102 filers sold out during the quarter.

Managers
542
13F filers
554
New
71
Added
226
Reduced
184
Sold out
102
Shares held by filers
34,425,210

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
VANGUARD GROUP INCgroup of 2 filers holding3,872,387$773M+27,049Timeline
BlackRock, Inc.in group BlackRock, Inc.3,570,135$713M0.02%-3,01413F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding1,703,056$340M+38,887Timeline
STATE STREET CORPin group STATE STREET CORP1,138,136$227M0.01%+13,67713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding887,584$177M+600,530Timeline
Invesco Ltd.in group Invesco Ltd.866,877$173M0.03%-556,87613F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC771,977$154M0.01%+27,74513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding738,866$148M+484,923Timeline
MORGAN STANLEYin group MORGAN STANLEY709,353$142M0.01%+190,53513F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…691,000$138M0.05%-83,47013F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.685,544$137M0.53%-6,95913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO648,231$129M0.01%+28,68013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC609,888$122M0.12%+543,54413F-HRTimelineGroup
TD Asset Management Inc583,371$117M0.11%-372,95613F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP560,964$112M0.03%+84,96613F-HRTimelineGroup
EMINENCE CAPITAL, LP534,375$107M1.78%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/513,161$102M0.01%+189,83713F-HRTimeline
Qube Research & Technologies Ltd505,134$101M0.16%+348,74413F-HRTimeline
NORGES BANK499,345$99.7M0.01%+18,60213F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC486,365$94.4M0.1%+278,94013F-HRTimelineGroup
Bahl & Gaynor LLC447,536$89.4M0.46%-1,18213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp379,336$75.8M0.02%+10,08913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co355,722$71M0.01%-2,81813F-HR/ATimelineGroup
Fisher Asset Management, LLC355,219$70.9M0.03%+35,95213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC311,032$62.1M0.01%+5,90113F-HR/ATimelineGroup
Paralel Advisors LLC300,000$59.9M2.49%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/295,378$59M0.01%+106,65713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP295,093$58.9M0.01%-6,42113F-HRTimelineGroup
Stephens Investment Management Group LLCin group Stephens Investment Managemen…285,257$57M0.82%+82,61513F-HRTimelineGroup
PRIMECAP MANAGEMENT CO/CA/252,130$50.4M0.04%-50,54013F-HRTimeline
Nuveen, LLCin group TIAA228,331$45.6M0.01%13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC212,400$42.4M0.06%+194,20013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …196,579$39.3M0.11%+10,40713F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding196,395$39.2M-55,340Timeline
FMR LLCin group FMR LLC195,153$39M<0.01%-839,06113F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD193,753$38.7M0.05%-16,29713F-HR/ATimelineGroup
Global Alpha Capital Management Ltd.191,385$38.2M2.78%+41,41513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.186,735$37.3M0.1%new13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding176,516$35.3M+163,164Timeline
TUDOR INVESTMENT CORP ET AL170,849$34.1M0.3%+84,48213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…169,577$33.9M0.01%-685,94013F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …155,470$31.1M0.03%+125,82213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC151,801$30.3M0.01%-53,39713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding144,640$28.9M-25,879Timeline
JACOBS LEVY EQUITY MANAGEMENT, INC139,060$27.8M0.11%-132,42713F-HRTimeline
Epoch Investment Partners, Inc.137,059$27.4M0.14%+76,40813F-HRTimeline
Cubist Systematic Strategies, LLC132,839$26.5M0.35%new13F-HRTimeline
BRAUN STACEY ASSOCIATES INC128,087$25.6M1.05%-4,60413F-HRTimeline
Driehaus Capital Management LLC127,278$25.4M0.25%-125,45413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding124,588$24.9M+21,626Timeline
LORD, ABBETT & CO. LLC123,569$24.7M0.09%-631,44913F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…118,000$23.6M0.04%new13F-HRTimelineGroup
Retirement Systems of Alabama113,559$22.7M0.09%+4313F-HRTimeline
ProShare Advisors LLC107,645$21.5M0.05%-20,52713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC106,510$21.3M0.02%-16,36313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…105,474$21.1M0.05%+13,52113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC100,997$20.2M0.01%-49,07013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC100,746$20.1M0.02%+83,70413F-HRTimelineGroup
RHUMBLINE ADVISERS96,026$19.2M0.02%-1,15213F-HR/ATimeline
STRS OHIO95,941$19.2M0.08%-9,05913F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC95,210$19M0.07%new13F-HRTimeline
TWINBEECH CAPITAL LP93,431$18.7M0.34%+91,40513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC92,953$18.6M0.02%+64,63213F-HRTimelineGroup
CRAMER ROSENTHAL MCGLYNN LLC92,764$18.5M1.33%+17,04813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/90,127$18M0.02%+89,34913F-HRTimelineGroup
Man Group plcin group Man Group plc89,335$17.8M0.05%-20,71813F-HRTimelineGroup
Engineers Gate Manager LP88,929$17.8M0.3%+65,91913F-HRTimeline
Amundiin group Amundi98,857$17.6M0.01%+64,13713F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC86,580$17.3M0.04%+15,77613F-HRTimeline
GREAT LAKES ADVISORS, LLC85,709$17.1M0.15%-3,00813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP81,622$16.3M0.02%-37,38713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…79,480$15.9M0.1%+6,70013F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.76,420$15.3M0.86%013F-HRTimeline
Empire Life Investments Inc.74,851$14.9M0.97%new13F-HRTimeline
Moran Wealth Management, LLC72,033$14.4M0.48%-77013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc71,955$14.4M<0.01%+2,28213F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD71,505$14.3M0.08%+32,90213F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA70,839$14.1M0.08%-2,11613F-HRTimelineGroup
Swiss National Bank70,100$14M0.01%-1,50013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD69,890$14M0.04%-2,68813F-HRTimeline
Trexquant Investment LP68,889$13.8M0.16%+22,19013F-HRTimeline
Waratah Capital Advisors Ltd.68,828$13.7M0.94%new13F-HRTimeline
California Public Employees Retirement …67,020$13.4M0.01%-3,56413F-HRTimeline
AE Wealth Management LLC63,868$12.8M0.11%+10,38713F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD62,300$12.4M0.01%+25,80013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…60,463$12.1M0.03%+30,58613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC59,101$11.8M<0.01%-5,47413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.58,531$11.7M<0.01%-69013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN58,281$11.6M<0.01%-19,46913F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC56,552$11.3M0.37%+14,89913F-HRTimeline
Holocene Advisors, LP56,545$11.3M0.03%new13F-HRTimeline
GW&K Investment Management, LLC56,168$11.2M0.1%-33913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,506$10.9M0.02%+23,45813F-HR/ATimelineGroup
CCM INVESTMENT ADVISERS LLC53,438$10.7M1.31%-5,16813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS49,923$9.97M0.01%+36,41813F-HRTimelineGroup
Nitorum Capital, L.P.48,828$9.75M1.37%-12,86313F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…47,896$9.57M0.02%-2,85813F-HRTimeline
FRONTIER CAPITAL MANAGEMENT CO LLC47,826$9.55M0.1%-42,30713F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC46,654$9.32M0.1%+19,83913F-HRTimeline
Public Sector Pension Investment Board46,000$9.19M0.04%new13F-HRTimeline
Bridgewater Associates, LP45,286$9.04M0.04%+12,03113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC44,918$8.97M0.13%+43,41213F-HR/ATimelineGroup
Allianz Asset Management GmbHin group Allianz SE43,413$8.67M0.01%-8,28313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,539$8.5M0.01%+11,61013F-HRTimelineGroup
Morse Asset Management, Inc41,910$8.37M2.11%+4,85613F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.41,795$8.35M0.11%new13F-HRTimeline
Ceredex Value Advisors LLC41,300$8.25M0.18%+5,05013F-HRTimeline
CASTLEARK MANAGEMENT LLC40,020$7.99M0.28%+90013F-HRTimeline
Cresset Asset Management, LLC39,801$7.95M0.04%-25713F-HRTimeline
Verition Fund Management LLC39,486$7.89M0.05%+28,58813F-HRTimeline
Eisler Capital Management Ltd.39,413$7.87M0.24%new13F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.39,348$7.86M0.06%+6,89913F-HRTimeline
Jackson Wealth Management, LLC39,295$7.85M0.95%-50813F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.39,106$7.81M0.04%-95813F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC38,848$7.76M0.01%+8,03013F-HR/ATimelineGroup
Quantinno Capital Management LP37,561$7.5M0.05%+18,31713F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC37,029$7.4M0.04%+4,31213F-HRTimelineGroup
Channing Capital Management, LLC36,874$7.36M0.22%-95,24613F-HRTimeline
BOKF, NAin group BOKF, NA36,649$7.32M0.13%new13F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…36,245$7.24M0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,747$7.14M<0.01%-21,33013F-HR/ATimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.35,151$7.02M0.12%+34,12813F-HRTimelineGroup
APPLETON PARTNERS INC/MA34,977$6.99M0.54%+3,55313F-HRTimeline
Dorsey Wright & Associates34,927$6.98M1.78%-8,89513F-HRTimeline
ROYCE & ASSOCIATES LP34,200$6.83M0.07%-39,35013F-HRTimeline
Treasurer of the State of North Carolina34,144$6.82M0.03%+17,48213F-HRTimeline
Point72 Hong Kong Ltd33,964$6.78M0.48%new13F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…33,650$6.72M0.01%-38113F-HRTimeline
LPL Financial LLC32,615$6.51M<0.01%+40213F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP32,417$6.47M0.01%+3,14813F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…31,710$6.33M0.37%+1,01513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP31,542$6.3M0.01%+29,04213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…31,513$6.29M0.01%-45,27313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC30,590$6.11M<0.01%-6,79913F-HR/ATimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …29,969$5.99M0.01%-4,56213F-HRTimelineGroup
Verdence Capital Advisors LLC29,332$5.86M0.45%+1,01713F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co29,191$5.83M0.01%-1,50813F-HRTimelineGroup
Ensign Peak Advisors, Inc29,094$5.81M0.01%+4,68013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC28,966$5.79M0.09%-81613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO28,052$5.6M0.01%-7,85613F-HR/ATimelineGroup
Walleye Capital LLCgroup of 2 filers holding26,814$5.36M+25,172Timeline
Cerity Partners LLCin group Cerity Partners LLC26,504$5.29M0.01%+1,09813F-HRTimelineGroup
Sarasin & Partners LLPin group Sarasin & Partners LLP25,000$4.99M0.05%013F-HR/ATimelineGroup
PEREGRINE INVESTMENT MANAGEMENT INC23,710$4.74M3.53%+8,63013F-HRTimeline
Aquatic Capital Management LLC23,427$4.68M0.12%+3,59513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding23,206$4.63M+1,841Timeline
MITCHELL CAPITAL MANAGEMENT CO22,572$4.51M0.86%+4,48913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC21,570$4.31M0.01%-5,94013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,564$4.31M0.01%new13F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND21,561$4.31M0.01%-34,59313F-HR/ATimeline
Gotham Asset Management, LLC21,170$4.23M0.04%-26313F-HRTimeline
Advisors Capital Management, LLC20,188$4.03M0.06%+3,03513F-HRTimeline
ALGERT GLOBAL LLC20,179$4.03M0.1%013F-HR/ATimeline
LECAP ASSET MANAGEMENT LTD19,793$3.95M0.92%+11,87313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…19,661$3.93M0.02%-30613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC19,524$3.9M0.04%-8,19113F-HRTimelineGroup
HRT FINANCIAL LP19,023$3.8M0.02%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…18,618$3.72M0.1%+17,89113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC18,577$3.71M0.1%+17,78313F-HRTimeline
Campbell & CO Investment Adviser LLC18,435$3.68M0.28%+12,82613F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…18,221$3.64M0.04%-48113F-HR/ATimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC18,219$3.64M0.01%-7413F-HRTimelineGroup
Fieldview Capital Management, LLC17,830$3.56M0.5%new13F-HRTimeline
Cetera Investment Advisers17,085$3.41M0.01%+4,78113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.17,075$3.41M<0.01%+15,52113F-HRTimelineGroup
Advisory Services Network, LLC17,027$3.4M0.07%+30713F-HRTimeline
Quantbot Technologies LP16,791$3.35M0.11%+3,20313F-HRTimeline
AMALGAMATED BANK16,563$3.31M0.03%-60513F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG16,440$3.28M0.03%+1,74413F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…16,319$3.26M0.01%-7,08713F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson15,965$3.19M<0.01%-70013F-HRTimelineGroup
IEQ CAPITAL, LLC15,847$3.16M0.03%+5,13813F-HRTimeline
Centric Wealth Management15,303$3.06M0.8%+44013F-HRTimeline
Harbor Advisors LLC15,000$3M0.52%013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS14,743$2.94M0.01%-20,76913F-HRTimeline
COMERICA BANK14,567$2.91M0.01%-76513F-HRTimeline
State of Tennessee, Department of Treas…14,365$2.87M0.01%013F-HRTimeline
Alberta Investment Management Corp13,943$2.78M0.02%-8,87013F-HRTimeline
TREMBLANT CAPITAL GROUPin group TREMBLANT CAPITAL GROUP13,839$2.76M0.34%+59413F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding13,139$2.62M-7,337Timeline
EFG Asset Management (North America) Co…13,109$2.62M0.43%-2,38013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,010$2.6M<0.01%+22113F-HRTimelineGroup
Police & Firemen's Retirement System of…13,005$2.6M0.03%-2813F-HRTimeline
Bridge City Capital, LLC12,949$2.59M0.78%-7313F-HRTimeline
South Dakota Investment Council12,822$2.56M0.05%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,649$2.53M0.03%-32113F-HRTimeline
Mariner, LLCin group Mariner, LLC12,249$2.45M<0.01%-2,88913F-HRTimelineGroup
ALGEBRIS (UK) LTDin group ALGEBRIS (UK) LTD13,191$2.44M0.44%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,938$2.38M0.01%-7613F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding11,937$2.38M+2,055Timeline
SRH ADVISORS, LLC11,900$2.38M0.73%013F-HRTimeline
Centiva Capital, LP11,642$2.33M0.13%-4,56013F-HRTimeline
Orion Porfolio Solutions, LLC11,403$2.28M0.02%-64513F-HRTimeline
Orion Portfolio Solutions, LLC11,403$2.28M0.02%-64513F-HR/ATimeline
BRIDGES INVESTMENT MANAGEMENT INC10,998$2.2M0.03%+5,79513F-HRTimeline
Point72 (DIFC) Ltd10,931$2.18M0.21%new13F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…10,736$2.14M0.02%-5,33613F-HRTimeline
CPC Advisors, LLC10,698$2.14M0.29%+2,26413F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…10,683$2.13M0.01%-1,41613F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd8,816$2.13M0.39%+5,27013F-HRTimeline