Evercore Inc. (EVR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

42,419,000Shares Outstanding
34,070,732Shares held by institutions
$11,409,266,025Value of institutional holdings
80.32%Institutional ownership %
2.03%Shares Changed QoQ
617No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Evercore Inc. (NYSE:EVR) showed up in the 13F filings of 617 institutional investors as of December 2025.

639 Institutional Holders

34,070,732 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