EVERCORE INC (EVR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
680
Reporting holders
$12.2B
Reported value
1.1%
Held as options
+62
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 3,715,623 | 0.02% | 8q | +1.8%+$22.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $667.9M | 1,956,150 | 0.03% | 2q | -0.9%-$6.1M |
| AQR CAPITAL MANAGEMENT LLC | $584.2M | 1,710,982 | 0.20% | 31q | +29.9%+$134.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $573.7M | 1,680,210 | 0.01% | 2q | -0.9%-$5.0M |
| Invesco Ltd. | $547.2M | 1,602,673 | 0.04% | 31q | +12.5%+$60.8M |
| STATE STREET CORP | $411.8M | 1,206,119 | 0.01% | 31q | +2.3%+$9.3M |
| FMR LLC | $386.7M | 1,132,481 | 0.02% | 31q | -32.2%-$183.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $375.1M | 1,098,427 | 0.02% | 31q | +5.3%+$18.8M |
| MORGAN STANLEY | $274.2M | 803,015 | 0.01% | 35q | -12.5%-$39.2M |
| MILLENNIUM MANAGEMENT LLC | $219.4M | 637,464 | 0.08% | 31q | +821.8%+$195.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $213.4M | 624,987 | 0.04% | 31q | HELD |
| Boston Partners | $209.8M | 614,517 | 0.19% | 30q | +5.9%+$11.7M |
| TD Asset Management Inc | $208.0M | 609,109 | 0.18% | 13q | -36.4%-$119.3M |
| DIMENSIONAL FUND ADVISORS LP | $190.0M | 556,420 | 0.03% | 31q | +1.4%+$2.7M |
| UBS Group AG | $171.9M | 503,403 | 0.02% | 31q | +72.0%+$72.0M |
| Fisher Asset Management, LLC | $144.7M | 423,875 | 0.04% | 31q | HELD |
| NORGES BANK | $142.4M | 417,041 | 0.01% | 32q | -13.6%-$22.4M |
| JPMORGAN CHASE & CO | $137.5M | 409,197 | 0.01% | 31q | -12.7%-$20.1M |
| Bahl & Gaynor LLC | $135.0M | 395,493 | 0.62% | 31q | -1.6%-$2.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $134.2M | 393,112 | 0.13% | 8q | +23.2%+$25.3M |
| PRIMECAP MANAGEMENT CO/CA/ | $128.4M | 376,150 | 0.08% | 19q | +6.3%+$7.6M |
| NORTHERN TRUST CORP | $120.6M | 353,320 | 0.01% | 31q | -1.1%-$1.3M |
| GOLDMAN SACHS GROUP INC | $119.4M | 349,683 | 0.01% | 31q | -33.3%-$59.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $118.5M | 347,147 | 0.05% | 2q | +49.3%+$39.1M |
| Point72 Asset Management, L.P. | $117.8M | 344,521 | 0.13% | 2q | -11.8%-$15.7M |
| Capital International Investors | $110.9M | 324,747 | 0.02% | 5q | +108.5%+$57.7M |
| Artemis Investment Management LLP | $107.8M | 315,762 | 0.96% | 4q | +14.7%+$13.9M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $105.9M | 310,105 | 0.29% | 25q | -6.3%-$7.2M |
| Bank of New York Mellon Corp | $103.4M | 302,828 | 0.02% | 31q | -5.1%-$5.6M |
| Paralel Advisors LLC | $102.4M | 300,000 | 3.96% | 19q | HELD |
| Stephens Investment Management Group LLC | $96.6M | 282,832 | 1.04% | 7q | +8.9%+$7.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94.0M | 275,398 | 0.01% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $94.0M | 275,398 | 0.01% | new | NEW |
| Qube Research & Technologies Ltd | $85.4M | 250,095 | 0.08% | 3q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $83.0M | 243,109 | 0.02% | 2q | +1.7%+$1.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $81.8M | 239,490 | 0.25% | 5q | -6.6%-$5.8M |
| BANK OF AMERICA CORP /DE/ | $74.4M | 218,035 | 0.00% | 31q | -7.1%-$5.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $74.2M | 217,208 | 0.27% | 2q | +50.4%+$24.8M |
| TWO SIGMA INVESTMENTS, LP | $67.6M | 197,932 | 0.05% | 15q | +95.0%+$32.9M |
| VICTORY CAPITAL MANAGEMENT INC | $67.5M | 197,638 | 0.04% | 28q | -0.6%-$386.5K |
| AMERICAN CENTURY COMPANIES INC | $66.5M | 194,737 | 0.03% | 31q | +133.8%+$38.0M |
| Azora Capital LP | $63.5M | 186,028 | 2.68% | new | NEW |
| Quantinno Capital Management LP | $63.2M | 184,970 | 0.08% | 15q | +5.3%+$3.2M |
| Rockefeller Capital Management L.P. | $58.1M | 170,140 | 0.09% | 31q | -1.7%-$1.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $57.8M | 172,702 | 0.04% | 31q | -9.5%-$6.1M |
| TimesSquare Capital Management, LLC | $56.7M | 165,959 | 0.83% | 5q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $53.3M | 156,180 | 0.07% | 4q | -10.2%-$6.0M |
| ROYCE & ASSOCIATES LP | $47.6M | 139,266 | 0.38% | 28q | +10.0%+$4.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $45.8M | 134,065 | 0.04% | 31q | -17.1%-$9.5M |
| Jupiter Topco LLC | $45.2M | 132,403 | 0.02% | new | FIRST |
| AMERIPRISE FINANCIAL INC | $43.4M | 127,099 | 0.01% | 31q | +13.6%+$5.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41.5M | 121,454 | 0.06% | 3q | -14.2%-$6.9M |
| NEUBERGER BERMAN GROUP LLC | $40.6M | 118,792 | 0.03% | 11q | +58.1%+$14.9M |
| Global Alpha Capital Management Ltd. | $40.3M | 118,121 | 2.42% | 11q | -0.6%-$251.3K |
| FRANKLIN RESOURCES INC | $40.2M | 117,846 | 0.01% | 31q | -12.0%-$5.5M |
| Boston Trust Walden Corp | $39.5M | 115,831 | 0.30% | 2q | +88.9%+$18.6M |
| Ceredex Value Advisors LLC | $37.0M | 108,250 | 1.04% | 31q | -12.4%-$5.2M |
| BRAUN STACEY ASSOCIATES INC | $36.8M | 107,878 | 1.04% | 10q | HELD |
| WESTWOOD HOLDINGS GROUP INC | $35.6M | 104,279 | 0.27% | 5q | -3.7%-$1.4M |
| Holocene Advisors, LP | $35.1M | 102,758 | 0.08% | 6q | -4.7%-$1.7M |
| Alyeska Investment Group, L.P. | $34.1M | 100,016 | 0.09% | 2q | +2573.5%+$32.9M |
| RHUMBLINE ADVISERS | $34.1M | 99,799 | 0.03% | 31q | -0.6%-$217.8K |
| RAYMOND JAMES FINANCIAL INC | $33.6M | 98,494 | 0.01% | 7q | -1.7%-$596.8K |
| WCM INVESTMENT MANAGEMENT, LLC | $33.4M | 99,887 | 0.06% | 14q | HELD |
| IEQ CAPITAL, LLC | $32.3M | 94,525 | 0.15% | 8q | HELD |
| Retirement Systems of Alabama | $31.8M | 93,181 | 0.10% | 31q | -7.4%-$2.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | $31.3M | 91,600 | 0.02% | 31q | -21.1%-$8.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $30.5M | 89,248 | 0.01% | 31q | +2.2%+$667.5K |
| PRINCIPAL FINANCIAL GROUP INC | $30.0M | 87,797 | 0.01% | 31q | +1.8%+$515.9K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $29.8M | 87,345 | 0.15% | 26q | +2.5%+$733.4K |
| Walleye Trading LLC | $28.2M | options only | 0.03% | 12q | OPTIONS |
| JANE STREET GROUP, LLC | $27.7M | 2,191 | 0.00% | 25q | -92.8%-$358.3M |
| MARSICO CAPITAL MANAGEMENT LLC | $27.3M | 79,919 | 0.71% | 4q | +57.2%+$9.9M |
| Corient Private Wealth LP | $27.1M | 79,349 | 0.02% | 15q | +81.7%+$12.2M |
| SEI INVESTMENTS CO | $26.8M | 78,541 | 0.02% | 31q | +5.6%+$1.4M |
| Nuveen, LLC | $26.3M | 77,054 | 0.01% | 6q | +5.0%+$1.2M |
| ProShare Advisors LLC | $25.9M | 75,810 | 0.04% | 15q | +8.1%+$1.9M |
| Swiss National Bank | $25.8M | 75,520 | 0.01% | 31q | -1.4%-$355.1K |
| TD Waterhouse Canada Inc. | $25.5M | 74,739 | 0.07% | 10q | -45.0%-$20.9M |
| Interval Partners, LP | $25.3M | 74,149 | 0.65% | 7q | +102.0%+$12.8M |
| California Public Employees Retirement System | $25.2M | 73,820 | 0.01% | 31q | +1.2%+$307.6K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $25.1M | 73,592 | 0.30% | new | NEW |
| Cerity Partners LLC | $25.0M | 73,252 | 0.03% | 15q | +19.2%+$4.0M |
| CITADEL ADVISORS LLC | $24.9M | options only | 0.00% | 31q | OPTIONS |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.1M | 1,142 | 0.00% | 31q | -94.4%-$408.8M |
| Woodline Partners LP | $24.0M | 70,414 | 0.07% | 2q | +40.6%+$6.9M |
| Longaeva Partners L.P. | $23.2M | 67,925 | 0.51% | 2q | -56.8%-$30.5M |
| Driehaus Capital Management LLC | $21.5M | 62,852 | 0.12% | new | NEW |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $21.3M | 62,310 | 0.20% | 25q | +17.8%+$3.2M |
| Mariner, LLC | $21.1M | 61,662 | 0.02% | 15q | +52.9%+$7.3M |
| Balyasny Asset Management L.P. | $20.1M | 58,797 | 0.03% | 5q | -84.1%-$105.9M |
| COOKSON PEIRCE & CO INC | $19.6M | 57,371 | 0.65% | 11q | HELD |
| Russell Investments Group, Ltd. | $19.5M | 57,145 | 0.02% | 31q | -27.0%-$7.2M |
| WELLS FARGO & COMPANY/MN | $19.4M | 56,837 | 0.00% | 31q | -38.2%-$12.0M |
| MACQUARIE GROUP LTD | $19.4M | 56,800 | 0.08% | 32q | -14.6%-$3.3M |
| STRS OHIO | $19.3M | 56,474 | 0.07% | 14q | +2.9%+$543.6K |
| Legal & General Group Plc | $19.1M | 56,081 | 0.00% | 31q | +2.2%+$404.9K |
| CCM INVESTMENT ADVISERS LLC | $18.9M | 55,434 | 1.46% | 31q | +0.9%+$160.8K |
| ALLIANCEBERNSTEIN L.P. | $18.1M | 60,674 | 0.01% | 31q | -0.6%-$110.2K |
| STATE OF WISCONSIN INVESTMENT BOARD | $17.9M | 52,315 | 0.04% | 31q | -8.2%-$1.6M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G | Vanguard Portfolio Management | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 680 | $12.2B | 35,411,002 | 104 | 230 | 203 | 1.1% |
| Q1 2026 | 618 | $10.5B | 34,303,827 | 91 | 234 | 175 | 3.0% |
| Q4 2025 | 598 | $11.4B | 33,546,643 | 58 | 179 | 222 | 0.4% |
| Q3 2025 | 588 | $11.4B | 33,614,905 | 119 | 192 | 172 | 0.6% |
| Q2 2025 | 525 | $9.5B | 34,575,003 | 104 | 181 | 167 | 1.4% |
| Q1 2025 | 508 | $6.7B | 33,195,907 | 66 | 201 | 160 | 1.2% |
| Q4 2024 | 537 | $8.8B | 31,545,542 | 82 | 162 | 164 | 0.3% |
| Q3 2024 | 470 | $8.2B | 32,182,494 | 87 | 133 | 148 | 0.4% |
| Q2 2024 | 425 | $6.8B | 32,750,248 | 55 | 121 | 152 | 0.3% |
| Q1 2024 | 420 | $6.5B | 33,970,921 | 61 | 121 | 147 | 0.3% |
| Q4 2023 | 383 | $5.9B | 34,326,854 | 41 | 112 | 141 | 0.3% |
| Q3 2023 | 347 | $4.5B | 32,292,352 | 38 | 96 | 147 | 0.5% |
| Q2 2023 | 352 | $4.0B | 32,580,997 | 40 | 99 | 134 | 0.3% |
| Q1 2023 | 352 | $3.5B | 30,519,726 | 57 | 115 | 106 | 0.3% |
| Q4 2022 | 310 | $2.8B | 25,716,517 | 57 | 75 | 115 | 0.4% |
| Q3 2022 | 366 | $2.7B | 32,293,382 | 39 | 121 | 148 | 0.2% |
| Q2 2022 | 381 | $3.0B | 31,912,735 | 43 | 144 | 135 | 0.7% |
| Q1 2022 | 408 | $3.8B | 34,092,881 | 48 | 159 | 131 | 0.2% |
| Q4 2021 | 437 | $4.7B | 34,419,865 | 43 | 142 | 159 | 0.3% |
| Q3 2021 | 427 | $4.7B | 34,682,947 | 42 | 129 | 162 | 0.6% |
| Q2 2021 | 431 | $5.1B | 35,715,192 | 64 | 119 | 173 | 1.1% |
| Q1 2021 | 409 | $5.0B | 37,477,312 | 85 | 131 | 134 | 0.6% |
| Q4 2020 | 352 | $4.0B | 36,269,711 | 75 | 106 | 108 | 0.7% |
| Q3 2020 | 298 | $2.4B | 36,509,040 | 44 | 87 | 110 | 0.3% |
| Q2 2020 | 299 | $2.1B | 36,147,296 | 59 | 93 | 107 | 0.3% |
| Q1 2020 | 285 | $1.7B | 36,117,765 | 32 | 99 | 111 | 0.1% |
| Q4 2019 | 323 | $2.9B | 38,360,524 | 37 | 112 | 130 | 0.1% |
| Q3 2019 | 334 | $3.0B | 37,426,873 | 41 | 114 | 129 | 0.3% |
| Q2 2019 | 333 | $3.4B | 38,658,470 | 43 | 105 | 124 | 0.8% |
| Q1 2019 | 345 | $3.5B | 38,319,191 | 53 | 123 | 108 | 0.5% |
| Q4 2018 | 334 | $2.7B | 38,205,991 | 4 | 8 | 5 | 0.3% |