Evercore EVR Institutional Ownership

NYSE EVR

$254.19 +6.23 (+2.51%)

As of: Oct 20, 2026 · 10:33 AM EDT

As of the 13F quarter ended Jun 30, 2026, 702 institutions held 91.97% of Evercore (EVR) shares outstanding. Versus the prior quarter, institutional ownership was up 53.23 percentage points, the holder count rose by 59 and shares held were up 1.81%. The largest holder is BlackRock, Inc. with 3.72Mn shares (9.66% of outstanding).

Updated Oct 11, 2026 Evercore (EVR) stock price and overview

Institutions by Trading Activity

702 Institutions

Increased 362 51.6%

Unchanged 104 14.8%

Reduced 236 33.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

91.97%

▲+53.23 pp QoQ

Shares Held by Institutions

35.37Mn

of 38.45Mn outstanding

▲+1.81% QoQ

Shares Outstanding

38.45Mn

3.09Mn held outside 13F filers

Institutional Investors

702

filed 13F for Jun 2026

▲+59 vs prior quarter

Net Shares Added (QoQ)

+629.71K

accumulated since last quarter

Value of Holdings

$9.08Bn

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

Updated Oct 11, 2026

Evercore Inc. (NYSE:EVR) had 702 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 91.97% of Evercore's outstanding shares at the end of Q2 2026, up from 38.75% in Q1 2026.
Total holdings of EVR shares rose 1.81% from Q1 2026, and the holder count rose 24.91% from Q2 2025.
Of the 702 holders, 362 added to their positions, 236 reduced their stakes and 104 left their positions unchanged in Q2 2026.
Institutional investors held 35.37Mn shares of Evercore in total at the end of Q2 2026, up 629.71K from the prior quarter and up 660.97K from a year earlier.
As of June 30, 2026, the biggest holder of Evercore was BlackRock, Inc. with 3.72Mn shares, or 9.66% of shares outstanding.
The largest position increases in EVR for Q2 2026 were by Millennium Management LLC (+568.31K shares), AQR Capital Management LLC (+394.13K shares), UBS Group AG (+210.8K shares), Invesco Ltd. (+177.99K shares) and Capital International Investors (+168.98K shares).
Holders that trimmed the most shares of Evercore in Q2 2026 while keeping a position were FMR LLC (-537.18K shares), TD Asset Management Inc (-349.36K shares), Balyasny Asset Management L.P. (-310.24K shares), T. Rowe Price Associates Inc (-289.17K shares) and Goldman Sachs Group Inc (-174.85K shares).
According to Business Quant data, the leading holders of EVR for Q2 2026 were BlackRock, Inc. (3.72Mn shares), Vanguard Portfolio Management LLC (1.96Mn shares), AQR Capital Management LLC (1.71Mn shares), Vanguard Capital Management LLC (1.68Mn shares), Invesco Ltd. (1.6Mn shares), State Street Corp (1.21Mn shares), FMR LLC (1.13Mn shares), Geode Capital Management, LLC (1.1Mn shares), Morgan Stanley (803.01K shares) and Millennium Management LLC (637.46K shares).

Form 13F Holdings

704 Institutional Holders

Report period 30 Jun, 2026

Total shares held 35.37Mn

Of outstanding 91.97%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,715,623	9.66%	▲66,765	+1.83%	$1.27Bn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,956,150	5.09%	▼17,994	-0.91%	$667.91Mn
3	AQR CAPITAL MANAGEMENT LLC	0001167557	1,710,982	4.45%	▲394,130	+29.93%	$584.20Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,680,210	4.37%	▼14,739	-0.87%	$573.69Mn
5	Invesco Ltd.	0000914208	1,602,673	4.17%	▲177,987	+12.49%	$547.22Mn
6	State Street Corp	0000093751	1,206,119	3.14%	▲27,095	+2.30%	$411.82Mn
7	FMR LLC	0000315066	1,132,481	2.94%	▼537,181	-32.17%	$386.67Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,098,427	2.86%	▲55,089	+5.28%	$375.11Mn
9	Morgan Stanley	0000895421	803,015	2.09%	▼114,786	-12.51%	$274.18Mn
10	MILLENNIUM MANAGEMENT LLC	0001273087	637,464	1.66%	▲568,306	+821.75%	$217.66Mn
11	WELLINGTON MANAGEMENT GROUP LLP	0000902219	624,987	1.63%	▲1,728	+0.28%	$213.40Mn
12	Boston Partners	0001386060	614,517	1.60%	▲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	1.45%	▲7,890	+1.44%	$189.97Mn
15	UBS Group AG	0001610520	503,403	1.31%	▲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	0.98%	▲22,200	+6.27%	$128.43Mn

Showing 1 to 20 of 704 holders