Evercore Inc. (EVR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

42,419,000Shares Outstanding

34,686,160Shares held by institutions

$12,259,476,390Value of institutional holdings

81.77%Institutional ownership %

3.60%Shares Changed QoQ

617No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Evercore Inc. (NYSE:EVR) is held by 617 institutional investors per 13F filings through December 2025.

Their combined ownership stood at 80.3% of outstanding shares in December 2025, down from 82.8% in September 2025.
Their total shares held in EVR increased 2.03% quarter over quarter, and separately, investors owning Evercore increased 7.87% from a year ago.
During the quarter, 273 of these 617 funds increased positions in EVR, 250 reduced exposure, and 94 held steady.
Combined, these investors held 34.07Mn shares in EVR for December 2025, up by 678.31K shares quarter on quarter, and up 801.88K shares year over year.
As of December 31, 2025, the biggest holder of Evercore is VANGUARD GROUP INC at 3.84Mn shares, representing 9.05% of shares outstanding.
Top purchasers of EVR stock for the quarter ending December 2025 included Goldman Sachs Group Inc (551.2K), NORGES BANK (482.62K), FMR LLC (405.8K), MILLENNIUM MANAGEMENT LLC (291.58K), Rockefeller Capital Management L.P. (249.14K).
The largest sales of EVR for the quarter ending December 2025 came from Jpmorgan Chase & Co (598.68K), Capital International Investors (437.98K), Boston Partners (424.61K), Bank Of America Corp /De/ (288.74K), BALYASNY ASSET MANAGEMENT L.P. (126.77K).
Business Quant data shows the 10 biggest positions in Evercore as of December 2025 are held by VANGUARD GROUP INC (3.84Mn), BlackRock, Inc. (3.46Mn), WELLINGTON MANAGEMENT GROUP LLP (1.93Mn), Invesco Ltd. (1.34Mn), FMR LLC (1.26Mn), TD ASSET MANAGEMENT INC (1.21Mn), State Street Corp (1.16Mn), GEODE CAPITAL MANAGEMENT, LLC (924.9K), Goldman Sachs Group Inc (877.69K), AQR CAPITAL MANAGEMENT LLC (857.96K).

617 Institutional Holders

34,686,160 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	3,840,147	-62,041	-1.59%	$1,306,610,018.00
BlackRock, Inc.	31 Dec, 2025	3,459,048	3,478	0.10%	$1,176,940,985.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,931,374	-92,146	-4.55%	$657,150,004.00
Invesco Ltd.	31 Dec, 2025	1,343,826	-9,348	-0.69%	$457,236,689.00
FMR LLC	31 Dec, 2025	1,256,242	405,800	47.72%	$427,436,305.00
TD ASSET MANAGEMENT INC	31 Dec, 2025	1,214,726	32,270	2.73%	$413,310,522.00
State Street Corp	31 Dec, 2025	1,159,743	-16,604	-1.41%	$394,602,556.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	924,900	-15,567	-1.66%	$314,750,590.00
Goldman Sachs Group Inc	31 Dec, 2025	877,692	551,199	168.82%	$298,634,840.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	857,965	-109,839	-11.35%	$291,922,498.00
Boston Partners	31 Dec, 2025	824,360	-424,613	-34.00%	$280,541,320.00
Morgan Stanley	31 Dec, 2025	686,603	66,527	10.73%	$233,617,219.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	552,150	243,749	79.04%	$187,868,994.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	536,646	291,575	118.98%	$182,593,802.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	531,976	7,679	1.46%	$181,010,812.00
NORGES BANK	31 Dec, 2025	482,617	482,617	0.00%	$164,210,434.00
Jpmorgan Chase & Co	31 Dec, 2025	437,506	-598,680	-57.78%	$148,861,509.00
LORD, ABBETT & CO. LLC	31 Dec, 2025	381,901	27,793	7.85%	$129,942.00
UBS Group AG	31 Dec, 2025	351,784	-50,908	-12.64%	$119,694,507.00
Rockefeller Capital Management L.P.	31 Dec, 2025	350,184	249,135	246.55%	$119,150,578.00

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