Skip to content
Disclosery

EVR EVERCORE INC

Follow

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
VANGUARD GROUP INCgroup of 2 filers holding3,852,079$1.31B-61,591Timeline
BlackRock, Inc.in group BlackRock, Inc.3,459,048$1.18B0.02%+3,47813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,931,374$657M0.12%-92,14613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,343,826$457M0.04%-9,34813F-HRTimelineGroup
FMR LLCin group FMR LLC1,256,242$427M0.02%+405,80013F-HRTimelineGroup
TD Asset Management Inc1,214,726$413M0.33%+32,27013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,159,743$395M0.01%-16,60413F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC924,900$315M0.02%-15,56713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC857,965$292M0.15%-109,83913F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding824,360$281M-460,342Timeline
MORGAN STANLEYin group MORGAN STANLEY686,603$234M0.01%+66,52713F-HR/ATimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/617,332$210M0.02%+5,51313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC536,646$183M0.13%+291,57513F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP531,976$181M0.04%+7,67913F-HRTimelineGroup
NORGES BANK482,617$164M0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC438,846$149M0.02%+112,35313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO437,506$149M0.01%-80,58713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding436,643$149M-60,358Timeline
Bahl & Gaynor LLC421,568$143M0.73%-22,45413F-HRTimeline
LORD, ABBETT & CO. LLC381,901$130M0.4%+27,79313F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC331,027$113M0.31%-42,12113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP320,435$109M0.01%-13,03913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp320,103$109M0.02%-36,76613F-HRTimelineGroup
Fisher Asset Management, LLC319,805$109M0.04%-5,37413F-HRTimeline
Paralel Advisors LLC300,000$102M3.97%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.276,075$93.9M0.32%-32,32613F-HR/ATimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co267,190$90.9M0.01%+4,02613F-HRTimelineGroup
Stephens Investment Management Group LLCgroup of 2 filers holding246,198$83.8M-220Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/241,610$82.2M0.01%-23,30613F-HRTimelineGroup
Holocene Advisors, LP239,600$81.5M0.17%+229,67413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding224,312$76.3M+211,742Timeline
Junto Capital Management LP221,995$75.5M1.69%+145,47713F-HRTimeline
PRIMECAP MANAGEMENT CO/CA/220,050$74.9M0.06%-4,30013F-HRTimeline
Channing Capital Management, LLC219,728$74.8M1.92%-46,73813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …206,557$70.3M0.08%+30,56513F-HRTimelineGroup
Artemis Investment Management LLP205,687$70M0.85%+94,04313F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD200,496$68.2M0.3%-9,98513F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC190,986$65M0.04%-21,06213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC180,304$61.3M0.05%+115,71913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…175,092$59.6M0.11%+74,04313F-HR/ATimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP168,340$57.8M0.04%-11,96913F-HRTimeline
TimesSquare Capital Management, LLC168,674$57.4M0.86%+19,98813F-HRTimeline
Capital International Investorsin group Capital International Investo…166,790$56.8M0.01%-437,97713F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …162,112$55.2M0.05%-7,97313F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources152,595$51.9M0.01%-1,44213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC146,679$49.9M0.02%-50,56513F-HRTimelineGroup
TREMBLANT CAPITAL GROUPin group TREMBLANT CAPITAL GROUP145,646$49.6M1.26%+130,73713F-HRTimelineGroup
Global Alpha Capital Management Ltd.119,657$40.7M2.48%-42,77813F-HRTimeline
Azora Capital LP118,110$40.2M2.53%-10,84413F-HRTimeline
Quantinno Capital Management LP113,479$38.6M0.08%+1,90113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC111,164$37.8M0.02%+59,90213F-HRTimelineGroup
BRAUN STACEY ASSOCIATES INC110,391$37.6M1.22%+1,40813F-HRTimeline
Bridgewater Associates, LP108,425$36.9M0.13%+37,14213F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC103,822$35.7M0.07%-6,01813F-HRTimeline
ProShare Advisors LLC104,670$35.6M0.06%-12,19613F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding103,980$35.4M+9,282Timeline
Covea Finance103,900$35.4M1.16%+49,10013F-HRTimeline
Ceredex Value Advisors LLC100,310$34.1M1.03%+26,88513F-HRTimeline
Retirement Systems of Alabama99,592$33.9M0.11%-24713F-HRTimeline
RHUMBLINE ADVISERS98,631$33.6M0.03%-87013F-HRTimeline
ROYCE & ASSOCIATES LP95,948$32.6M0.33%-27,38513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson93,055$31.7M0.01%+23,19913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC88,142$30M0.02%new13F-HRTimelineGroup
Driehaus Capital Management LLC86,785$29.5M0.2%+49,80513F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD86,520$29.4M0.02%+10,31313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding84,479$28.7M-3,784Timeline
CRAMER ROSENTHAL MCGLYNN LLC82,902$28.2M1.82%-27,67313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…78,805$26.8M0.14%+1,72313F-HRTimeline
Swiss National Bank76,080$25.9M0.02%+1,08013F-HRTimeline
IEQ CAPITAL, LLC74,051$25.2M0.08%-2,87113F-HRTimeline
Nuveen, LLCin group TIAA73,392$25M0.01%-14,71213F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC72,439$24.6M0.2%-57613F-HRTimelineGroup
Interval Partners, LP71,385$24.3M0.57%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND71,128$24.2M0.03%-11,26713F-HRTimeline
California Public Employees Retirement …70,164$23.9M0.01%+1,80513F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.69,797$23.7M1.05%013F-HRTimeline
Jain Global LLC66,650$22.7M0.22%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC65,295$22.2M0.01%-4,02613F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD63,495$21.6M0.05%-6,67613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO61,435$20.9M0.02%-13,99513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.61,399$20.9M0.01%+78013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding60,272$20.5M+6,066Timeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD59,927$20.4M0.09%+10,29113F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc59,865$20.4M<0.01%-8,52813F-HRTimelineGroup
COOKSON PEIRCE & CO INC58,286$19.8M0.82%-1,00813F-HRTimeline
Treasurer of the State of North Carolina58,135$19.8M0.06%-1,21613F-HRTimeline
GW&K Investment Management, LLC55,999$19.1M0.16%-5613F-HRTimeline
CCM INVESTMENT ADVISERS LLC55,862$19M1.82%+5013F-HRTimeline
STRS OHIO54,883$18.7M0.07%+213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,755$18.6M<0.01%-39613F-HRTimelineGroup
Epoch Investment Partners, Inc.53,907$18.3M0.1%-2,86113F-HRTimeline
Schonfeld Strategic Advisors LLC53,638$18.3M0.09%+46,38113F-HRTimeline
Empire Life Investments Inc.52,341$17.8M1%-11,04313F-HRTimeline
MARSICO CAPITAL MANAGEMENT LLC50,839$17.3M0.48%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC48,943$16.7M0.02%-1,12213F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…48,162$16.4M0.03%+1,84313F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC56,034$16.3M0.06%-2313F-HRTimeline
THAMES CAPITAL MANAGEMENT LLC46,881$16M2.32%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN46,842$15.9M<0.01%-3,14313F-HRTimelineGroup
Freestone Grove Partners LP46,776$15.9M0.12%+19,46413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management46,106$15.7M0.03%-126,77013F-HRTimelineGroup
Man Group plcin group Man Group plc44,219$15M0.03%-12,80513F-HRTimelineGroup
Polar Asset Management Partners Inc.42,600$14.5M0.29%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE40,939$13.9M0.02%-7,39313F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC40,846$13.9M0.43%+3,75613F-HRTimeline
Cresset Asset Management, LLC40,710$13.9M0.06%-7013F-HRTimeline
Jackson Wealth Management, LLC40,105$13.6M1.33%+64713F-HRTimeline
Morse Asset Management, Inc38,674$13.2M2.63%+6413F-HRTimeline
Engineers Gate Manager LP38,605$13.1M0.16%new13F-HRTimeline
BOKF, NAin group BOKF, NA37,531$12.8M0.2%-3,11713F-HRTimelineGroup
FRONTIER CAPITAL MANAGEMENT CO LLC37,427$12.7M0.14%-8,43613F-HRTimeline
Leeward Investments, LLC - MA37,395$12.7M0.64%-2,16313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,865$12.5M0.01%+1,87513F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…36,668$12.5M0.02%-47013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…36,523$12.4M0.01%+24113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…36,081$12.3M0.04%+1,23513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers35,380$12M0.02%-89713F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA35,214$12M0.06%13F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP34,698$11.8M0.01%+5,63513F-HRTimelineGroup
Verdence Capital Advisors LLC33,157$11.3M0.67%+34113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,064$11.3M<0.01%-18,95413F-HRTimelineGroup
Cinctive Capital Management LP32,661$11.1M0.64%+8,05413F-HRTimeline
CASTLEARK MANAGEMENT LLC32,046$10.9M0.32%+96013F-HRTimeline
APPLETON PARTNERS INC/MA30,704$10.4M0.69%+6613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding30,002$10.2M+671Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP29,139$9.91M0.01%+5,34713F-HRTimelineGroup
Granite Investment Partners, LLC28,606$9.73M0.58%-13,37713F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding28,111$9.56M-54,230Timeline
CWM, LLCin group CWM, LLC27,727$9.43M0.03%-5,76013F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC27,560$9.38M0.01%-1,38913F-HRTimelineGroup
Waratah Capital Advisors Ltd.27,010$9.19M0.7%+16,10913F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co26,932$9.17M0.02%-3,01313F-HRTimelineGroup
EFG International AGin group EFG International AG26,821$9.15M0.18%13F-HRTimelineGroup
Nitorum Capital, L.P.26,602$9.05M2%-1,58613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC26,187$8.91M<0.01%-36,93113F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT26,134$8.89M0.1%-37913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…25,673$8.74M0.01%-23,49713F-HRTimelineGroup
PEREGRINE INVESTMENT MANAGEMENT INC25,110$8.54M5.31%-1,05013F-HRTimeline
Sarasin & Partners LLPin group Sarasin & Partners LLP25,000$8.51M0.09%013F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…24,195$8.23M0.4%-80013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,194$7.89M0.01%+1,77513F-HRTimelineGroup
LPL Financial LLC23,187$7.89M<0.01%+99413F-HRTimeline
Prana Capital Management, LP22,049$7.5M0.27%-36713F-HRTimeline
Advisors Capital Management, LLC21,965$7.47M0.09%-17913F-HRTimeline
PINNACLE ASSOCIATES LTD21,634$7.36M0.09%-7113F-HRTimeline
BW Gestao de Investimentos Ltda.21,512$7.32M0.26%new13F-HRTimeline
Gotham Asset Management, LLC20,788$7.07M0.03%-613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,642$7.02M0.13%+44713F-HR/ATimeline
Mariner, LLCin group Mariner, LLC20,350$6.93M0.01%+1,79313F-HRTimelineGroup
SYON CAPITAL LLC19,508$6.64M0.33%-8,51413F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…18,869$6.42M0.03%-94213F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG18,222$6.2M0.05%013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT18,124$6.17M0.05%-4,18313F-HRTimeline
AMALGAMATED BANK17,363$5.91M0.04%-54813F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding16,703$5.68M-736Timeline
Sequoia Financial Advisors, LLC16,577$5.64M0.03%+1,53813F-HRTimeline
Advisory Services Network, LLC16,495$5.61M0.08%+71313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,959$5.61M0.01%+3213F-HRTimeline
Prescott Group Capital Management, L.L.…16,137$5.49M0.51%013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…16,097$5.48M0.06%-1,72813F-HRTimelineGroup
Police & Firemen's Retirement System of…15,578$5.3M0.04%-74013F-HRTimeline
Centric Wealth Management14,840$5.26M1.11%-50713F-HRTimeline
State of Tennessee, Department of Treas…14,734$5.21M0.02%+36913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC15,226$5.18M0.03%-86113F-HRTimelineGroup
Harbor Advisors LLC15,000$5.1M0.77%013F-HRTimeline
Creative Planningin group Creative Planning14,471$4.92M<0.01%-94413F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC14,450$4.92M0.88%+8,27013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,438$4.91M0.41%+13,41113F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC14,207$4.83M0.06%+70213F-HRTimeline
Dorsey Wright & Associates12,467$4.76M1.03%-77613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\13,680$4.65M<0.01%+4,23213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC13,600$4.63M0.01%+5,10013F-HRTimeline
TD Waterhouse Canada Inc.13,508$4.6M0.03%+97913F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,301$4.51M0.05%-21013F-HRTimeline
BLAIR WILLIAM & CO/IL13,118$4.46M0.01%+18113F-HRTimeline
Triasima Portfolio Management inc.13,096$4.46M0.67%+3,66813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…12,896$4.39M0.01%+92113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC12,889$4.39M0.03%-79813F-HRTimelineGroup
COMERICA BANK12,830$4.37M0.02%-54213F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…12,554$4.27M0.02%-22013F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …12,487$4.25M0.01%-7,53113F-HRTimelineGroup
Orion Porfolio Solutions, LLC12,271$4.18M0.03%-35413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,993$4.08M<0.01%+7513F-HRTimelineGroup
SRH ADVISORS, LLC11,525$3.92M1.13%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,357$3.86M0.01%-11913F-HRTimeline
Trexquant Investment LP10,887$3.7M0.03%new13F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS10,877$3.7M0.01%-3,16213F-HRTimeline
Bridge City Capital, LLC10,832$3.69M1.08%-1,73113F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,741$3.65M0.02%-69813F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…10,736$3.65M0.03%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,733$3.65M<0.01%+1,08113F-HR/ATimelineGroup
Louisiana State Employees Retirement Sy…10,700$3.64M0.06%013F-HRTimeline
Handelsbanken Fonder AB10,657$3.63M0.01%+1,52013F-HRTimeline
Kingsview Wealth Management, LLC10,572$3.6M0.05%+9,97313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding10,460$3.56M-37Timeline
Amundiin group Amundi10,367$3.53M<0.01%+58313F-HRTimelineGroup
F/m Investments LLC10,253$3.49M0.13%-23813F-HRTimeline
ALGERT GLOBAL LLC10,099$3.44M0.05%+4,34013F-HR/ATimeline
CAMPBELL NEWMAN ASSET MANAGEMENT INC9,854$3.35M0.25%-37313F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…9,788$3.33M0.11%-13,17613F-HRTimelineGroup