Evercore Inc. (EVR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

38,969,000Shares Outstanding
34,838,358Shares held by institutions
$11,143,745,403Value of institutional holdings
89.40%Institutional ownership %
17.38%Shares Changed QoQ
639No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

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

639 Institutional Holders

34,838,358 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
BlackRock, Inc. 31 Mar, 2026 3,648,858 189,810 5.49% $1,089,220,597.00
VANGUARD PORTFOLIO MANAGEMENT LLC 31 Mar, 2026 1,974,144 1,974,144 0.00% $589,301,725.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 1,694,949 1,694,949 0.00% $505,959,226.00
FMR LLC 31 Mar, 2026 1,669,662 413,420 32.91% $498,410,992.00
Invesco Ltd. 31 Mar, 2026 1,424,686 80,860 6.02% $425,282,919.00
AQR CAPITAL MANAGEMENT LLC 31 Mar, 2026 1,316,852 458,887 53.49% $388,063,045.00
State Street Corp 31 Mar, 2026 1,179,024 19,281 1.66% $351,950,454.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 1,043,338 118,438 12.81% $311,496,497.00
TD ASSET MANAGEMENT INC 31 Mar, 2026 958,472 -256,254 -21.10% $286,113,476.00
Morgan Stanley 31 Mar, 2026 917,801 231,198 33.67% $273,973,577.00
WELLINGTON MANAGEMENT GROUP LLP 31 Mar, 2026 623,259 -1,308,115 -67.73% $186,049,045.00
Boston Partners 31 Mar, 2026 580,174 -244,186 -29.62% $173,198,818.00
DIMENSIONAL FUND ADVISORS LP 31 Mar, 2026 548,530 16,554 3.11% $163,715,471.00
Goldman Sachs Group Inc 31 Mar, 2026 524,531 -353,161 -40.24% $156,577,868.00
Jpmorgan Chase & Co 31 Mar, 2026 468,882 31,376 7.17% $133,734,606.00
Fisher Asset Management, LLC 31 Mar, 2026 424,719 104,914 32.81% $126,783,050.00
Point72 Asset Management, L.P. 31 Mar, 2026 390,584 390,584 0.00% $116,593,230.00
BALYASNY ASSET MANAGEMENT L.P. 31 Mar, 2026 369,040 322,934 700.42% $110,162,130.00
Northern Trust Corp 31 Mar, 2026 357,164 36,729 11.46% $106,617,025.00
PRIMECAP MANAGEMENT CO/CA/ 31 Mar, 2026 353,950 133,900 60.85% $105,657,614.00