Evercore EVR Institutional Ownership

NYSE EVR

$290.05 -1.84 (-0.63%)

As of: Aug 24, 2026 · 3:59 PM EDT

Institutions by Trading Activity

639 Institutions

Increased 374 58.5%

Unchanged 84 13.1%

Reduced 181 28.3%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

89.40%

▼-0.21 pp QoQ

Shares Held by Institutions

34.84Mn

of 38.97Mn outstanding

▲+17.38% QoQ

Shares Outstanding

38.97Mn

4.13Mn held outside 13F filers

Institutional Investors

639

filed 13F for Mar 2026

▲+21 vs prior quarter

Net Shares Added (QoQ)

+5.16Mn

accumulated since last quarter

Value of Holdings

$10.40Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 31 Mar, 2026

Evercore Inc. (NYSE:EVR) appears in 639 institutional 13F filings for the quarter ending March 2026.

Their combined ownership stood at 89.4% of outstanding shares in March 2026, down from 89.6% in December 2025.
They increased total shares held in Evercore by 17.38% from last quarter, and the number of investors in EVR increased 15.97% annually.
During the quarter, 374 of these 639 funds increased positions in EVR, 181 reduced exposure, and 84 held steady.
The aggregate institutional position in Evercore amounted to 34.84Mn shares as of March 2026, up by 5.16Mn shares quarter on quarter, and down 1.14Mn shares year over year.
BlackRock, Inc. leads ownership in EVR with 3.65Mn shares as of March 31, 2026, equal to 9.36% of outstanding shares.
Top purchasers of EVR stock for the quarter ending March 2026 included VANGUARD PORTFOLIO MANAGEMENT LLC (1.97Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.69Mn), AQR CAPITAL MANAGEMENT LLC (458.89K), FMR LLC (413.42K), Point72 Asset Management, L.P. (390.58K).
The largest sellers of Evercore for the quarter ending March 2026 were WELLINGTON MANAGEMENT GROUP LLP (1.31Mn), MILLENNIUM MANAGEMENT LLC (467.49K), Goldman Sachs Group Inc (353.16K), LORD, ABBETT & CO. LLC (290.0K), TD ASSET MANAGEMENT INC (256.25K).
According to Business Quant data, leading holders of EVR for March 2026 are BlackRock, Inc. (3.65Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.97Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.69Mn), FMR LLC (1.67Mn), Invesco Ltd. (1.42Mn), AQR CAPITAL MANAGEMENT LLC (1.32Mn), State Street Corp (1.18Mn), GEODE CAPITAL MANAGEMENT, LLC (1.04Mn), TD ASSET MANAGEMENT INC (958.47K), Morgan Stanley (917.8K).

Form 13F Holdings

639 Institutional Holders

Report period 31 Mar, 2026

Total shares held 34.84Mn

Of outstanding 89.40%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,648,858	9.36%	▲189,810	+5.49%	$1.09Bn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,974,144	5.07%	▲1,974,144	0.00%	$589.30Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,694,949	4.35%	▲1,694,949	0.00%	$505.96Mn
4	FMR LLC	0000315066	1,669,662	4.28%	▲413,420	+32.91%	$498.41Mn
5	Invesco Ltd.	0000914208	1,424,686	3.66%	▲80,860	+6.02%	$425.28Mn
6	AQR CAPITAL MANAGEMENT LLC	0001167557	1,316,852	3.38%	▲458,887	+53.49%	$388.06Mn
7	State Street Corp	0000093751	1,179,024	3.03%	▲19,281	+1.66%	$351.95Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,043,338	2.68%	▲118,438	+12.81%	$311.50Mn
9	TD ASSET MANAGEMENT INC	0001056053	958,472	2.46%	▼256,254	-21.10%	$286.11Mn
10	Morgan Stanley	0000895421	917,801	2.36%	▲231,198	+33.67%	$273.97Mn
11	WELLINGTON MANAGEMENT GROUP LLP	0000902219	623,259	1.60%	▼1,308,115	-67.73%	$186.05Mn
12	Boston Partners	0001386060	580,174	1.49%	▼244,186	-29.62%	$173.20Mn
13	DIMENSIONAL FUND ADVISORS LP	0000354204	548,530	1.41%	▲16,554	+3.11%	$163.72Mn
14	Goldman Sachs Group Inc	0000886982	524,531	1.35%	▼353,161	-40.24%	$156.58Mn
15	Jpmorgan Chase & Co	0000019617	468,882	1.20%	▲31,376	+7.17%	$133.73Mn
16	Fisher Asset Management, LLC	0000850529	424,719	1.09%	▲104,914	+32.81%	$126.78Mn
17	Point72 Asset Management, L.P.	0001603466	390,584	1.00%	▲390,584	0.00%	$116.59Mn
18	BALYASNY ASSET MANAGEMENT L.P.	0001218710	369,040	0.95%	▲322,934	+700.42%	$110.16Mn
19	Northern Trust Corp	0000073124	357,164	0.92%	▲36,729	+11.46%	$106.62Mn
20	PRIMECAP MANAGEMENT CO/CA/	0000763212	353,950	0.91%	▲133,900	+60.85%	$105.66Mn

Showing 1 to 20 of 639 holders