Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 684 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,902,188
shares
|
$1.16 Billion
0.02% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,503,359
shares
|
$1.04 Billion
0.02% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,023,520
shares
|
$600 Million
0.13% of portfolio
|
Q3 2025
Added 259.02%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,353,174
shares
|
$401 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,248,973
shares
|
$370 Million
0.46% of portfolio
|
Q3 2025
Reduced 27.39%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
1,182,456
shares
|
$351 Million
0.35% of portfolio
|
Q3 2025
Added 23.76%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,176,347
shares
|
$349 Million
0.01% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
967,804
shares
|
$287 Million
0.22% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
940,467
shares
|
$279 Million
0.02% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
620,076
shares
|
$184 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
611,819
shares
|
$181 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
604,767
shares
|
$179 Million
0.03% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
524,297
shares
|
$155 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
518,093
shares
|
$154 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.08%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
444,022
shares
|
$132 Million
0.75% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
434,209
shares
|
$129 Million
8.59% of portfolio
|
Q3 2025
Added 75.48%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
402,692
shares
|
$119 Million
0.02% of portfolio
|
Q3 2025
Added 117.29%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
373,148
shares
|
$111 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 13, 2025 Q3 2025 |
354,108
shares
|
$105 Million
0.36% of portfolio
|
Q3 2025
Added 173.77%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
333,474
shares
|
$98.9 Million
0.01% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
326,493
shares
|
$96.8 Million
0.01% of portfolio
|
Q3 2025
Added 30.05%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
325,179
shares
|
$96.4 Million
0.04% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
308,401
shares
|
$91.4 Million
0.36% of portfolio
|
Q3 2025
Reduced 19.06%
|
|
|
Paralel Advisors LLC
|
Nov 03, 2025 Q3 2025 |
300,000
shares
|
$88.9 Million
4.04% of portfolio
|
Q3 2022
Added 140.0%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Nov 10, 2025 Q3 2025 |
266,466
shares
|
$79 Million
2.52% of portfolio
|
Q3 2025
Reduced 26.74%
|
|