Evercore Inc. (EVR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

42,036,834Shares Outstanding

738,842Shares held by institutions

$236,436,828Value of institutional holdings

76.46%Institutional ownership %

4.04%Shares Changed QoQ

598No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Evercore Inc. (NYSE:EVR) includes 598 filers as of the latest reporting cycle ending December 2025.

The percentage of Evercore owned by institutions changed from 81.5% in September 2025 to 76.5% in December 2025, marking a slight down trend.
Institutional share ownership changed by 4.04% QoQ, while the number of institutional owners saw an increase of 4.36% YoY.
A review of institutional activity for Evercore shows 265 of 598 filers increasing their positions, while 241 reduced their stake, and 92 remained unchanged.
The total number of shares held by institutions in Evercore increased to 32.14Mn as of December 2025, a net change of up by 1.25Mn shares quarter on quarter, and up 253.49K shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of Evercore as of December 31, 2025, with a position of 3.84Mn shares, representing 9.14% of the company's outstanding stock.
Among the most significant buyers of Evercore during December 2025 were NORGES BANK (482.62K), FMR LLC (405.80K), MILLENNIUM MANAGEMENT LLC (295.38K), Holocene Advisors, LP (229.67K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (211.74K).
Leading sellers of Evercore stock in December 2025 included Capital International Investors (437.98K), Boston Partners (424.61K), BALYASNY ASSET MANAGEMENT L.P. (126.77K), AQR CAPITAL MANAGEMENT LLC (109.84K), WELLINGTON MANAGEMENT GROUP LLP (92.15K).
The top 10 institutional holders of Evercore for the quarter ending December 2025 included VANGUARD GROUP INC (3.84Mn), BlackRock, Inc. (3.46Mn), WELLINGTON MANAGEMENT GROUP LLP (1.93Mn), FMR LLC (1.26Mn), TD ASSET MANAGEMENT INC (1.21Mn), STATE STREET CORP (1.16Mn), GEODE CAPITAL MANAGEMENT, LLC (924.90K), AQR CAPITAL MANAGEMENT LLC (857.97K), Boston Partners (824.36K), MORGAN STANLEY (686.60K).

598 Institutional Holders

738,842 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
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
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
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	540,446	295,375	120.53%	$183,886,752.00
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
GOLDMAN SACHS GROUP INC	31 Dec, 2025	442,246	115,753	35.45%	$150,474,270.00
JPMORGAN CHASE & CO	31 Dec, 2025	437,506	-80,587	-15.55%	$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
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	331,027	-42,121	-11.29%	$112,632,084.00
NORTHERN TRUST CORP	31 Dec, 2025	320,435	-13,039	-3.91%	$109,028,009.00
Bank of New York Mellon Corp	31 Dec, 2025	320,103	-36,766	-10.30%	$108,915,018.00

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