Evercore EVR Institutional Ownership

NYSE EVR

$262.48 -0.37 (-0.14%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

706 Institutions

Increased 361 51.1%

Unchanged 105 14.9%

Reduced 240 34.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

92.32%

▲+2.83 pp QoQ

Shares Held by Institutions

35.67Mn

of 38.63Mn outstanding

▲+4.51% QoQ

Shares Outstanding

38.63Mn

2.97Mn held outside 13F filers

Institutional Investors

706

filed 13F for Jun 2026

▲+61 vs prior quarter

Net Shares Added (QoQ)

+1.54Mn

accumulated since last quarter

Value of Holdings

$9.36Bn

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 30 Jun, 2026

Evercore Inc. (NYSE:EVR) showed up in the 13F filings of 706 institutional investors as of June 2026.

Their combined ownership stood at 92.3% of outstanding shares in June 2026, up from 89.5% in March 2026.
They increased total shares held in EVR by 4.51% quarter over quarter, and investors in Evercore increased 25.18% from a year ago.
Activity in EVR broke down as 361 buyers, 240 sellers, and 105 unchanged among 706 total holders.
The aggregate institutional position in Evercore amounted to 35.67Mn shares as of June 2026, up by 1.54Mn shares quarter on quarter, and down 1.97Mn shares year over year.
BlackRock, Inc. holds the largest position in EVR at 3.72Mn shares as of June 30, 2026, or 9.62% of shares outstanding.
Leading buyers of Evercore shares for the quarter ending June 2026 were MILLENNIUM MANAGEMENT LLC (568.31K), NORGES BANK (417.04K), AQR CAPITAL MANAGEMENT LLC (394.13K), Sixth Street Partners Management Company, L.P. (275.4K), UBS Group AG (210.8K).
The largest sellers of Evercore for the quarter ending June 2026 were FMR LLC (537.18K), TD ASSET MANAGEMENT INC (349.36K), BALYASNY ASSET MANAGEMENT L.P. (310.24K), PRICE T ROWE ASSOCIATES INC /MD/ (289.17K), Goldman Sachs Group Inc (174.85K).
Per Business Quant data, the top 10 holders of Evercore for the quarter ending June 2026 are BlackRock, Inc. (3.72Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.96Mn), AQR CAPITAL MANAGEMENT LLC (1.71Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.68Mn), Invesco Ltd. (1.6Mn), State Street Corp (1.21Mn), FMR LLC (1.13Mn), GEODE CAPITAL MANAGEMENT, LLC (1.1Mn), Morgan Stanley (803.02K), MILLENNIUM MANAGEMENT LLC (637.46K).

Form 13F Holdings

706 Institutional Holders

Report period 30 Jun, 2026

Total shares held 35.67Mn

Of outstanding 92.32%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,715,623	9.62%	▲66,765	+1.83%	$1.27Bn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,956,150	5.06%	▼17,994	-0.91%	$667.91Mn
3	AQR CAPITAL MANAGEMENT LLC	0001167557	1,710,982	4.43%	▲394,130	+29.93%	$584.20Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,680,210	4.35%	▼14,739	-0.87%	$573.69Mn
5	Invesco Ltd.	0000914208	1,602,673	4.15%	▲177,987	+12.49%	$547.22Mn
6	State Street Corp	0000093751	1,206,119	3.12%	▲27,095	+2.30%	$411.82Mn
7	FMR LLC	0000315066	1,132,481	2.93%	▼537,181	-32.17%	$386.67Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,098,427	2.84%	▲55,089	+5.28%	$375.11Mn
9	Morgan Stanley	0000895421	803,015	2.08%	▼114,786	-12.51%	$274.18Mn
10	MILLENNIUM MANAGEMENT LLC	0001273087	637,464	1.65%	▲568,306	+821.75%	$217.66Mn
11	WELLINGTON MANAGEMENT GROUP LLP	0000902219	624,987	1.62%	▲1,728	+0.28%	$213.40Mn
12	Boston Partners	0001386060	614,517	1.59%	▲34,343	+5.92%	$209.82Mn
13	TD ASSET MANAGEMENT INC	0001056053	609,109	1.58%	▼349,363	-36.45%	$207.97Mn
14	DIMENSIONAL FUND ADVISORS LP	0000354204	556,420	1.44%	▲7,890	+1.44%	$189.97Mn
15	UBS Group AG	0001610520	503,403	1.30%	▲210,798	+72.04%	$171.88Mn
16	Fisher Asset Management, LLC	0000850529	423,875	1.10%	▼844	-0.20%	$144.73Mn
17	NORGES BANK	0001374170	417,041	1.08%	▲417,041	0.00%	$142.39Mn
18	Jpmorgan Chase & Co	0000019617	409,197	1.06%	▼59,685	-12.73%	$137.52Mn
19	BNP Paribas Asset Management Holding S.A.	0001520354	393,112	1.02%	▲74,145	+23.25%	$134.22Mn
20	PRIMECAP MANAGEMENT CO/CA/	0000763212	376,150	0.97%	▲22,200	+6.27%	$128.43Mn

Showing 1 to 20 of 706 holders