Evercore Inc. (EVR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

38,597,943Shares Outstanding
563,380Shares held by institutions
$192,878,777Value of institutional holdings
88.67%Institutional ownership %
-1.79%Shares Changed QoQ
613No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Evercore Inc. (NYSE:EVR) includes 613 filers as of the latest reporting cycle ending September 2025.

613 Institutional Holders

563,380 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
VANGUARD GROUP INC 30 Sep, 2025 3,902,188 64,763 1.69% $1,316,286,057.00
BlackRock, Inc. 30 Sep, 2025 3,455,570 -114,254 -3.20% $1,165,632,760.00
WELLINGTON MANAGEMENT GROUP LLP 30 Sep, 2025 2,023,520 1,459,903 259.02% $682,573,765.00
Invesco Ltd. 30 Sep, 2025 1,353,174 -54,104 -3.84% $456,452,612.00
Boston Partners 30 Sep, 2025 1,248,973 -471,191 -27.39% $421,246,997.00
TD ASSET MANAGEMENT INC 30 Sep, 2025 1,182,456 227,049 23.76% $398,866,058.00
STATE STREET CORP 30 Sep, 2025 1,176,347 46,702 4.13% $396,805,370.00
AQR CAPITAL MANAGEMENT LLC 30 Sep, 2025 967,804 94,960 10.88% $326,459,852.00
GEODE CAPITAL MANAGEMENT, LLC 30 Sep, 2025 940,467 108,879 13.09% $317,280,683.00
FMR LLC 30 Sep, 2025 850,442 -11,608 -1.35% $286,871,305.00
MORGAN STANLEY 30 Sep, 2025 620,076 -17,495 -2.74% $209,164,664.00
PRICE T ROWE ASSOCIATES INC /MD/ 30 Sep, 2025 611,819 -42,516 -6.50% $206,380.00
Capital International Investors 30 Sep, 2025 604,767 3,719 0.62% $204,000,004.00
DIMENSIONAL FUND ADVISORS LP 30 Sep, 2025 524,297 -102,464 -16.35% $176,861,953.00
JPMORGAN CHASE & CO 30 Sep, 2025 518,093 -88,285 -14.56% $174,763,239.00
Bain Capital Public Equity Management II, LLC 30 Sep, 2025 434,209 186,765 75.48% $146,467,380.00
UBS Group AG 30 Sep, 2025 402,692 217,370 117.29% $135,836,065.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 30 Sep, 2025 373,148 -21,940 -5.55% $125,870,357.00
Bank of New York Mellon Corp 30 Sep, 2025 356,869 -817 -0.23% $120,378,931.00
LORD, ABBETT & CO. LLC 30 Sep, 2025 354,108 224,762 173.77% $119,448.00