EVR Evercore Inc.
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.
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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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.
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.