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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

552 managers (567 13F filers) reported a position in EVR shares at 2025-06-30, 35,717,554 shares in all. 109 filers opened a position and 100 filers sold out during the quarter.

Managers
552
13F filers
567
New
109
Added
200
Reduced
189
Sold out
100
Shares held by filers
35,717,554

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
VANGUARD GROUP INCgroup of 2 filers holding3,848,631$1.04B-23,756Timeline
BlackRock, Inc.in group BlackRock, Inc.3,569,824$964M0.02%-31113F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding1,923,456$520M+220,400Timeline
Invesco Ltd.in group Invesco Ltd.1,407,278$380M0.06%+540,40113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,246,759$337M0.3%+636,87113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,129,645$305M0.01%-8,49113F-HRTimelineGroup
TD Asset Management Inc955,407$258M0.22%+372,03613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC872,844$236M0.19%+386,47913F-HRTimelineGroup
FMR LLCin group FMR LLC862,050$233M0.01%+666,89713F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC831,588$225M0.02%+59,61113F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/654,335$177M0.02%+141,17413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY637,571$172M0.01%-71,78213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP626,761$169M0.04%+65,79713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO606,378$164M0.01%-41,85313F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…601,048$162M0.03%new13F-HRTimelineGroup
NORGES BANK581,678$157M0.02%+82,33313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…563,617$152M0.03%+394,04013F-HRTimelineGroup
Bahl & Gaynor LLC464,592$125M0.63%+17,05613F-HRTimeline
EMINENCE CAPITAL, LP447,048$121M1.78%-87,32713F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC395,088$107M0.28%new13F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.381,029$103M0.38%-304,51513F-HRTimeline
Channing Capital Management, LLC363,702$98.2M2.73%+326,82813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co362,151$97.8M0.02%+6,42913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp357,686$96.6M0.02%-21,65013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding327,853$88.5M-559,731Timeline
Fisher Asset Management, LLC319,773$86.3M0.03%-35,44613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP317,619$85.8M0.01%+22,52613F-HRTimelineGroup
Paralel Advisors LLC300,000$81M3.3%013F-HRTimeline
Stephens Investment Management Group LLCgroup of 2 filers holding299,598$80.9M+14,341Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/278,622$75.2M0.01%-16,75613F-HRTimelineGroup
Bain Capital Life Sciences Investors, L…group of 2 filers holding264,607$71.4MnewTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC251,050$67.8M0.01%-59,98213F-HRTimelineGroup
PRIMECAP MANAGEMENT CO/CA/230,720$62.3M0.05%-21,41013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD210,304$56.8M0.07%+16,55113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …209,622$56.6M0.05%+54,15213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC203,731$55M0.04%+97,22113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP201,095$54.1M0.05%+119,47313F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management195,785$52.9M0.12%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC195,277$52.7M0.02%+43,47613F-HRTimelineGroup
Junto Capital Management LP194,482$52.5M1.11%new13F-HRTimeline
ProShare Advisors LLC176,211$47.6M0.09%+68,56613F-HRTimeline
Holocene Advisors, LP173,271$46.8M0.12%+116,72613F-HRTimeline
MAVERICK CAPITAL LTD169,745$45.8M0.7%new13F-HRTimeline
Global Alpha Capital Management Ltd.163,335$44.1M2.75%-28,05013F-HRTimeline
ROYCE & ASSOCIATES LP146,085$39.4M0.4%+111,88513F-HRTimeline
Franklin Resourcesgroup of 2 filers holding144,728$39.1M-51,667Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding143,123$38.6M-1,517Timeline
CRAMER ROSENTHAL MCGLYNN LLC132,847$35.9M2.47%+40,08313F-HRTimeline
Ceredex Value Advisors LLC130,250$35.2M0.76%+88,95013F-HRTimeline
LORD, ABBETT & CO. LLC129,346$34.9M0.11%+5,77713F-HRTimeline
SAMLYN CAPITAL, LLCin group SAMLYN CAPITAL, LLC124,703$33.7M0.49%new13F-HRTimelineGroup
Retirement Systems of Alabama114,411$30.9M0.11%+85213F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC110,404$29.7M0.07%+23,82413F-HRTimeline
TimesSquare Capital Management, LLC105,350$28.4M0.41%new13F-HRTimeline
BRAUN STACEY ASSOCIATES INC104,423$28.2M1.02%-23,66413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104,059$28.1M0.06%-1,41513F-HR/ATimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND102,067$27.6M0.04%+80,50613F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding97,247$26.3M-641,619Timeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.96,647$26.1M1.3%+20,22713F-HRTimeline
RHUMBLINE ADVISERS96,474$26M0.02%+44813F-HRTimeline
Quantinno Capital Management LP94,077$25.4M0.11%+56,51613F-HRTimeline
STRS OHIO89,881$24.3M0.09%-6,06013F-HRTimeline
Nuveen, LLCin group TIAA87,356$23.6M0.01%-140,97513F-HRTimelineGroup
Twin Tree Management, LP86,524$23.4M0.59%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC82,846$22.4M0.16%new13F-HR/ATimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…82,670$22.3M0.13%+3,19013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…81,959$22.1M0.01%-609,04113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding79,452$21.5M+57,888Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO77,861$21M0.02%+49,80913F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …70,803$19.1M0.05%-125,77613F-HRTimelineGroup
Swiss National Bank69,100$18.7M0.01%-1,00013F-HRTimeline
Glenmede Investment Management, LP68,630$18.5M0.09%13F-HRTimeline
Treasurer of the State of North Carolina68,191$18.4M0.06%+34,04713F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc67,857$18.3M<0.01%-4,09813F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD67,700$18.3M0.02%+5,40013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD67,178$18.1M0.04%-2,71213F-HRTimeline
California Public Employees Retirement …67,105$18.1M0.01%+8513F-HRTimeline
Waratah Capital Advisors Ltd.65,470$17.7M1.2%-3,35813F-HRTimeline
KETTLE HILL CAPITAL MANAGEMENT, LLC65,451$17.7M4.09%new13F-HRTimeline
Granite Investment Partners, LLC64,690$17.5M0.85%new13F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding63,824$17.2M+50,685Timeline
Empire Life Investments Inc.63,264$17.1M1.09%-11,58713F-HRTimeline
ALLIANCEBERNSTEIN L.P.58,417$15.8M0.01%-11413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC58,152$15.7M<0.01%-94913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding57,916$15.6M-66,672Timeline
Epoch Investment Partners, Inc.56,722$15.3M0.08%-80,33713F-HRTimeline
GW&K Investment Management, LLC56,122$15.2M0.14%-4613F-HRTimeline
CCM INVESTMENT ADVISERS LLC56,057$15.1M1.63%+2,61913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN56,010$15.1M<0.01%-2,27113F-HRTimelineGroup
IEQ CAPITAL, LLC54,716$14.8M0.09%+38,86913F-HRTimeline
Man Group plcin group Man Group plc53,521$14.5M0.03%-35,81413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,187$14.1M<0.01%+16,44013F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC49,864$13.5M0.01%-51,13313F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD49,603$13.4M0.06%-21,90213F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson48,520$13.1M0.01%+32,55513F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC48,396$13.1M0.44%+38,78613F-HR/ATimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…47,596$12.9M0.03%-30013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC47,592$12.9M0.12%+93813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…47,396$12.8M0.02%+15,88313F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC47,339$12.8M0.39%-9,21313F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.46,536$12.6M0.14%+4,74113F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE44,732$12.1M0.02%+1,31913F-HRTimelineGroup
FRONTIER CAPITAL MANAGEMENT CO LLC44,054$11.9M0.11%-3,77213F-HRTimeline
BOKF, NAin group BOKF, NA42,116$11.4M0.18%+5,46713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC41,290$11.1M0.02%+14,78613F-HRTimelineGroup
Leeward Investments, LLC - MA40,987$11.1M0.59%new13F-HRTimeline
Nitorum Capital, L.P.40,899$11M1.64%-7,92913F-HRTimeline
Cresset Asset Management, LLC40,600$11M0.05%+79913F-HR/ATimeline
STATE BOARD OF ADMINISTRATION OF FLORID…39,240$10.6M0.02%+2,99513F-HRTimeline
Morse Asset Management, Inc39,186$10.6M2.32%-2,72413F-HRTimeline
Jackson Wealth Management, LLC38,955$10.5M1.14%-34013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP38,785$10.5M0.01%+37,48613F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC36,799$9.94M0.06%-23013F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding34,751$9.38M+7,937Timeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC34,673$9.36M0.01%-4,17513F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…33,709$9.1M0.01%+5913F-HRTimeline
Verdence Capital Advisors LLC33,125$8.94M0.61%+3,79313F-HRTimeline
SYON CAPITAL LLC31,589$8.53M0.57%+29,94313F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…30,895$8.34M0.45%-81513F-HRTimeline
Cinctive Capital Management LP30,626$8.27M0.46%+22,80213F-HRTimeline
APPLETON PARTNERS INC/MA30,380$8.2M0.58%-4,59713F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC29,970$8.09M0.03%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT29,855$8.06M0.11%new13F-HRTimeline
Ensign Peak Advisors, Inc29,477$7.96M0.01%+38313F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd29,430$7.95M0.41%+24,73413F-HRTimelineGroup
Prana Capital Management, LP29,244$7.9M0.29%new13F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co28,458$7.69M0.01%-73313F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP28,396$7.67M0.01%-4,02113F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC27,400$7.4M0.22%-12,62013F-HRTimeline
PEREGRINE INVESTMENT MANAGEMENT INC25,810$6.97M4.45%+2,10013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding25,428$6.87M+2,222Timeline
Sarasin & Partners LLPin group Sarasin & Partners LLP25,000$6.75M0.07%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC24,699$6.67M<0.01%-5,89113F-HR/ATimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC22,505$6.66M0.01%+93513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,500$6.62M0.01%-18,03913F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…24,015$6.48M1.02%new13F-HRTimeline
CastleKnight Management LP24,000$6.48M0.43%+22,20013F-HRTimeline
Advisors Capital Management, LLC21,610$5.84M0.08%+1,42213F-HRTimeline
THAMES CAPITAL MANAGEMENT LLC21,344$5.76M1.31%new13F-HRTimeline
Gotham Asset Management, LLC21,170$5.72M0.03%013F-HRTimeline
Aquatic Capital Management LLC21,009$5.67M0.11%-2,41813F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…20,930$5.65M0.25%new13F-HRTimelineGroup
IMC-Chicago, LLC20,000$5.4M0.14%new13F-HRTimeline
PINNACLE ASSOCIATES LTD19,940$5.38M0.08%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,701$5.32M0.01%-40,76213F-HR/ATimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…19,375$5.23M0.03%-28613F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC19,102$5.16M0.12%+52513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…19,066$5.15M0.02%+2,74713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT18,805$5.08M0.04%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC18,575$5.02M0.04%-94913F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG18,222$4.92M0.05%+1,78213F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,016$4.87M0.02%+13,45713F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…17,879$4.83M0.05%-34213F-HRTimelineGroup
TREMBLANT CAPITAL GROUPin group TREMBLANT CAPITAL GROUP17,383$4.69M0.45%+3,54413F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding17,206$4.65M-159,310Timeline
Centric Wealth Management15,539$4.6M1.1%+23613F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …16,863$4.55M0.01%-13,10613F-HRTimelineGroup
AMALGAMATED BANK16,820$4.54M0.04%+25713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,744$4.52M<0.01%-84,00213F-HRTimelineGroup
Qube Research & Technologies Ltd16,220$4.38M0.01%-488,91413F-HRTimeline
Prescott Group Capital Management, L.L.…16,137$4.36M0.51%+6,19713F-HRTimeline
EFG Asset Management (North America) Co…15,335$4.14M0.59%+2,22613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15,149$4.09M<0.01%-34,77413F-HRTimelineGroup
Advisory Services Network, LLC13,469$4.06M0.07%-3,55813F-HRTimeline
Harbor Advisors LLC15,000$4.05M0.66%013F-HRTimeline
Point72 (DIFC) Ltd14,695$3.97M0.32%+3,76413F-HRTimeline
State of Tennessee, Department of Treas…14,365$3.88M0.01%013F-HRTimeline
COMERICA BANK14,345$3.87M0.02%-22213F-HRTimeline
Verition Fund Management LLC14,301$3.86M0.02%-25,18513F-HRTimeline
Fieldview Capital Management, LLC14,192$3.83M0.58%-3,63813F-HRTimeline
Edgestream Partners, L.P.14,181$3.83M0.11%+9,38313F-HRTimeline
Police & Firemen's Retirement System of…14,005$3.78M0.04%+1,00013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS13,969$3.77M0.02%-77413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,485$3.59M0.01%+7,92913F-HRTimeline
BLAIR WILLIAM & CO/IL13,115$3.54M0.01%+11,01713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,947$3.5M<0.01%-6313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,871$3.48M0.01%+62213F-HRTimelineGroup
Bridge City Capital, LLC12,767$3.45M0.97%-18213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC12,698$3.43M0.05%+1,70013F-HRTimeline
Orion Porfolio Solutions, LLC12,672$3.42M0.03%+1,26913F-HR/ATimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,636$3.41M0.04%-1313F-HRTimeline
Sequoia Financial Advisors, LLC12,430$3.36M0.02%+4,98513F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding12,375$3.34M+438Timeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…11,744$3.17M0.01%+1,06113F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP11,695$3.16M<0.01%-19,84713F-HRTimelineGroup
SRH ADVISORS, LLC11,525$3.11M0.95%-37513F-HRTimeline
Schonfeld Strategic Advisors LLC11,044$2.98M0.02%+5,34413F-HRTimeline
ALGERT GLOBAL LLC10,959$2.96M0.06%-9,22013F-HR/ATimeline
Federation des caisses Desjardins du Qu…10,916$2.95M0.01%+1,63513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding10,755$2.9M+2,422Timeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…10,736$2.9M0.02%013F-HRTimeline
F/m Investments LLC10,618$2.87M0.1%+37413F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC10,561$2.85M0.52%-7313F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,554$2.85M0.02%+18013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,405$2.81M0.01%+3,78013F-HRTimeline
HANCOCK WHITNEY CORP10,310$2.78M0.05%+9813F-HRTimeline
CAMPBELL NEWMAN ASSET MANAGEMENT INC10,182$2.75M0.22%+67513F-HRTimeline
Louisiana State Employees Retirement Sy…10,100$2.73M0.05%+20013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,079$2.72M<0.01%+26513F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…10,014$2.7M0.01%-5413F-HRTimeline