Evercore Inc. (EVR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

450,836Shares held by institutions

$128,641,544Value of institutional holdings

91.19%Institutional ownership %

16.43%Shares Changed QoQ

562No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Evercore Inc. (NYSE:EVR) has 617 institutional investors that have filed 13F reports for the period ending December 2025.

They owned 80.3% of outstanding stock in December 2025, down from 82.8% the prior quarter.
They increased total shares held in Evercore by 2.03% from last quarter, and the number of investors in EVR increased 7.87% annually.
Of these 617 holders, 273 added to their stakes in Evercore, 250 trimmed positions, and 94 made no changes.
The aggregate institutional position in Evercore amounted to 34.07Mn shares as of December 2025, up by 678.31K shares quarter on quarter, and up 801.88K shares year over year.
VANGUARD GROUP INC holds the largest position in EVR at 3.84Mn shares as of December 31, 2025, or 9.05% of shares outstanding.
Top purchasers of EVR stock for the quarter ending December 2025 included NORGES BANK (482.62K), FMR LLC (405.8K), MILLENNIUM MANAGEMENT LLC (291.58K), FULLER & THALER ASSET MANAGEMENT, INC. (243.75K), Holocene Advisors, LP (229.67K).
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), AQR CAPITAL MANAGEMENT LLC (857.96K), Boston Partners (824.36K).

617 Institutional Holders

450,836 Total Shares Held

Rows:

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Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	3,478	0.10%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-62,041	-1.59%	$0.00
UBS Group AG	31 Dec, 2025	-50,908	-12.64%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	249,135	246.55%	$0.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	-92,146	-4.55%	$0.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	-42,121	-11.29%	$0.00
Barclays Plc	31 Dec, 2025	-61,182	-70.03%	$0.00
Invesco Ltd.	31 Dec, 2025	-9,348	-0.69%	$0.00
Paralel Advisors LLC	31 Dec, 2025	0	0.00%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	-5,585	-65.21%	$0.00
FMR LLC	31 Dec, 2025	405,800	47.72%	$0.00
Holocene Advisors, LP	31 Dec, 2025	229,674	2,313.86%	$0.00
TD ASSET MANAGEMENT INC	31 Dec, 2025	32,270	2.73%	$0.00
State Street Corp	31 Dec, 2025	-16,604	-1.41%	$0.00
Azora Capital LP	31 Dec, 2025	-10,844	-8.41%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	-15,567	-1.66%	$0.00
Quantinno Capital Management LP	31 Dec, 2025	1,901	1.70%	$0.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	-109,839	-11.35%	$0.00
Covea Finance	31 Dec, 2025	49,100	89.60%	$0.00
Boston Partners	31 Dec, 2025	-424,613	-34.00%	$0.00

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