EVR Evercore Inc.

NYSE
$292.12

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 reporting
748
filed a 13F this quarter
Managers holding
702
+56 on the quarter
Buyers
361
102 opened new
Sellers
284
46 sold out entirely
Buyer share
56.0%
of managers who traded it
Breadth
+11.9
net buyers, as a share of those trading

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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 34.4K -71.8K
AMERIPRISE FINANCIAL INC Increased 56.0K 127.1K +71.1K

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.