EVR Evercore Inc.

NYSE
$259.89

Evercore Inc. (EVR) Institutional Ownership

What the institutions did with EVR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
749
filed both this quarter and last
Managers holding
703
+56 on the quarter
Buyers
361
102 opened new
Sellers
285
46 sold out entirely
Buyer share
55.9%
of managers who traded it
Breadth
+11.8
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
BlackRock, Inc. 3.7M 10.4%
VANGUARD PORTFOLIO MANAGEMENT LLC 2.0M 5.5%
AQR CAPITAL MANAGEMENT LLC 1.7M 4.8%
VANGUARD CAPITAL MANAGEMENT LLC 1.7M 4.7%
Invesco Ltd. 1.6M 4.5%
STATE STREET CORP 1.2M 3.4%
FMR LLC 1.1M 3.2%
GEODE CAPITAL MANAGEMENT, LLC 1.1M 3.1%
MORGAN STANLEY 803.0K 2.2%
MILLENNIUM MANAGEMENT LLC 637.5K 1.8%
WELLINGTON MANAGEMENT GROUP LLP 625.0K 1.7%
Boston Partners 614.5K 1.7%
TD Asset Management Inc 609.1K 1.7%
DIMENSIONAL FUND ADVISORS LP 556.4K 1.6%
UBS Group AG 503.4K 1.4%
Fisher Asset Management, LLC 423.9K 1.2%
NORGES BANK 417.0K 1.2%
JPMORGAN CHASE & CO 409.2K 1.1%
BAHL & GAYNOR INC 395.5K 1.1%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 393.1K 1.1%
PRIMECAP MANAGEMENT CO/CA/ 376.2K 1.0%
NORTHERN TRUST CORP 353.3K 1.0%
GOLDMAN SACHS GROUP INC 349.7K 1.0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 347.1K 1.0%
Point72 Asset Management, L.P. 344.5K 1.0%

Largest changes

Manager Action Previous Current Change
MILLENNIUM MANAGEMENT LLC Increased 69.2K 637.5K +568.3K
FMR LLC Reduced 1.7M 1.1M -537.2K
AQR CAPITAL MANAGEMENT LLC Increased 1.3M 1.7M +394.1K
TD Asset Management Inc Reduced 958.5K 609.1K -349.4K
Balyasny Asset Management L.P. Reduced 369.0K 58.8K -310.2K
PRICE T ROWE ASSOCIATES INC /MD/ Reduced 326.7K 37.5K -289.2K
UBS Group AG Increased 292.6K 503.4K +210.8K
Azora Capital LP New 0 186.0K +186.0K
Invesco Ltd. Increased 1.4M 1.6M +178.0K
GOLDMAN SACHS GROUP INC Reduced 524.5K 349.7K -174.8K
Capital International Investors Increased 155.8K 324.7K +169.0K
MORGAN STANLEY Reduced 917.8K 803.0K -114.8K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Increased 232.6K 347.1K +114.6K
AMERICAN CENTURY COMPANIES INC Increased 83.3K 194.7K +111.4K
MARSHALL WACE, LLP Sold Out 109.6K 0 -109.6K
TWO SIGMA INVESTMENTS, LP Increased 101.5K 197.9K +96.4K
Alyeska Investment Group, L.P. Increased 3.7K 100.0K +96.3K
Longaeva Partners L.P. Reduced 157.3K 67.9K -89.3K
Junto Capital Management LP Sold Out 74.8K 0 -74.8K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Increased 319.0K 393.1K +74.1K
FLPUTNAM INVESTMENT MANAGEMENT CO New 0 73.6K +73.6K
JACOBS LEVY EQUITY MANAGEMENT, INC Increased 144.4K 217.2K +72.8K
ADAGE CAPITAL PARTNERS GP, L.L.C. Reduced 89.9K 18.0K -71.9K
Allianz Asset Management GmbH Reduced 106.2K 35.0K -71.2K
AMERIPRISE FINANCIAL INC Increased 56.0K 127.1K +71.1K
BlackRock, Inc. Increased 3.6M 3.7M +66.8K
CITADEL ADVISORS LLC Sold Out 66.1K 0 -66.1K
Driehaus Capital Management LLC New 0 62.9K +62.9K
TD Waterhouse Canada Inc. Reduced 136.0K 74.7K -61.3K
JPMORGAN CHASE & CO Reduced 468.9K 409.2K -59.7K
Bridgewater Associates, LP Reduced 90.4K 33.2K -57.2K
GEODE CAPITAL MANAGEMENT, LLC Increased 1.0M 1.1M +55.1K
Boston Trust Walden Corp Increased 61.3K 115.8K +54.5K
Susquehanna Portfolio Strategies, LLC Sold Out 54.2K 0 -54.2K
DEUTSCHE BANK AG\ Reduced 57.1K 10.8K -46.3K
Engineers Gate Manager LP Reduced 88.4K 42.2K -46.2K
Point72 Asset Management, L.P. Reduced 390.6K 344.5K -46.1K
Jain Global LLC New 0 45.1K +45.1K
Janney Montgomery Scott LLC Increased 2.7K 47.5K +44.7K
NEUBERGER BERMAN GROUP LLC Increased 75.1K 118.8K +43.7K
Artemis Investment Management LLP Increased 275.2K 315.8K +40.6K
AGF MANAGEMENT LTD Reduced 58.5K 19.8K -38.7K
CITIGROUP INC Increased 12.2K 50.0K +37.9K
Interval Partners, LP Increased 36.7K 74.1K +37.4K
Jackson Wealth Management, LLC Reduced 39.6K 3.4K -36.2K
Zurich Insurance Group Ltd/FI New 0 35.5K +35.5K
Walter Public Investments Inc. New 0 34.4K +34.4K
Boston Partners Increased 580.2K 614.5K +34.3K
Trexquant Investment LP Sold Out 30.9K 0 -30.9K
WORLDQUANT MILLENNIUM ADVISORS LLC Increased 3.6K 34.5K +30.8K
MARSICO CAPITAL MANAGEMENT LLC Increased 50.8K 79.9K +29.1K
JANE STREET GROUP, LLC Reduced 30.6K 2.2K -28.4K
Ensign Peak Advisors, Inc Increased 10.5K 38.5K +28.0K
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced 161.8K 134.1K -27.7K
Amundi Reduced 55.5K 27.8K -27.7K
STATE STREET CORP Increased 1.2M 1.2M +27.1K
Epoch Investment Partners, Inc. Reduced 44.5K 18.5K -26.0K
CAPITAL FUND MANAGEMENT S.A. New 0 25.2K +25.2K
CANADA PENSION PLAN INVESTMENT BOARD Reduced 116.0K 91.6K -24.4K
Stephens Investment Management Group LLC Increased 259.8K 282.8K +23.0K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.