Who Owns Evercore Inc. (EVR)?Hedge Fund & Institutional Holders

$266.84-0.35 (-0.13%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.207389710000447e+264T

% of Float Held

9.623476201829979e+299%

QoQ Change in Holders

+15 / -1

Price History

$163.77$218.61$273.44$328.28$383.12Sep 24Jun 25Mar 26

EVR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
NORGES BANKNew Position+483K+$164.0M
Bank of New York Mellon CorpNew Position+320K+$105.0M
Paralel Advisors LLCNew Position+300K+$102.0M
Stephens Investment Management Group LLCNew Position+245K+$83.4M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.New Position+212K+$72.0M
BRAUN STACEY ASSOCIATES INCNew Position+110K+$37.6M
WCM INVESTMENT MANAGEMENT, LLCNew Position+104K+$35.7M
Covea FinanceNew Position+104K+$35.4M
Retirement Systems of AlabamaNew Position+100K+$33.9M
CITADEL ADVISORS LLCNew Position+88K+$29.0M
PRINCIPAL FINANCIAL GROUP INCNew Position+84K+$28.7M
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/New Position+79K+$26.8M
Interval Partners, LPNew Position+71K+$24.0M
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+71K+$24.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+65K+$22.0M

EVR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
VANGUARD GROUP INCDecreased-62K-$1.3T
WELLINGTON MANAGEMENT GROUP LLPDecreased-92K-$681.9B
Invesco Ltd.Decreased-9K-$456.0B
Boston PartnersDecreased-425K-$421.2B
STATE STREET CORPDecreased-17K-$396.4B
AQR CAPITAL MANAGEMENT LLCDecreased-110K-$326.2B
GEODE CAPITAL MANAGEMENT, LLCDecreased-16K-$317.0B
Capital International InvestorsDecreased-438K-$203.9B
JPMORGAN CHASE & CODecreased-81K-$174.6B
Bain Capital Public Equity Management II, LLCClosed Position-434K-$146.5B
UBS Group AGDecreased-51K-$135.7B
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCDecreased-42K-$125.8B
NORTHERN TRUST CORPDecreased-13K-$112.4B
Fisher Asset Management, LLCDecreased-5K-$109.6B
FULLER & THALER ASSET MANAGEMENT, INC.Decreased-32K-$103.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANGUARD GROUP INC3,548,535$1.2B0.02%Share
2BlackRock, Inc.2,086,856$710.0M0.01%Share
3WELLINGTON MANAGEMENT GROUP LLP1,315,081$447.0M0.08%Share
4STATE STREET CORP1,159,743$394.0M0.01%Share
5BlackRock, Inc.1,086,132$369.0M0.01%Share
6TD ASSET MANAGEMENT INC1,075,396$365.0M0.29%Share
7Invesco Ltd.971,691$330.6M0.05%Share
8FMR LLC956,343$325.0M0.02%Share
9AQR CAPITAL MANAGEMENT LLC839,134$285.0M0.15%Share
10GEODE CAPITAL MANAGEMENT, LLC790,054$268.0M0.02%Share
11PRICE T ROWE ASSOCIATES INC /MD/582,759$198.0M0.02%Share
12MILLENNIUM MANAGEMENT LLC536,646$182.0M0.08%Share
13NORGES BANK482,617$164.0M0.02%Share
14DIMENSIONAL FUND ADVISORS LP478,288$162.0M0.03%Share
15GOLDMAN SACHS GROUP INC425,086$144.0M0.02%Share
16LORD, ABBETT & CO. LLC378,618$128.0M0.39%Share
17JPMORGAN CHASE & CO362,371$123.0M0.01%Share
18MORGAN STANLEY335,991$114.0M0.01%Share
19WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC331,027$112.6M0.31%Share
20Invesco Ltd.325,552$110.8M0.02%Share
21UBS Group AG318,055$108.2M0.02%Share
22Fisher Asset Management, LLC319,805$108.0M0.04%Share
23Paralel Advisors LLC300,000$102.0M3.96%Share
24FULLER & THALER ASSET MANAGEMENT, INC.276,075$93.0M0.32%Share
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC267,190$90.0M0.01%Share
26NORTHERN TRUST CORP247,053$84.0M0.01%Share
27Stephens Investment Management Group LLC245,062$83.4M1.09%Share
28Holocene Advisors, LP239,600$81.0M0.17%Share
29VANGUARD GROUP INC233,327$79.4M0.00%Share
30Junto Capital Management LP221,995$75.0M1.65%Share
31PRIMECAP MANAGEMENT CO/CA/220,050$74.9M0.06%Share
32Channing Capital Management, LLC219,728$74.8M1.92%Share
33NOMURA ASSET MANAGEMENT INTERNATIONAL INC.211,742$72.0M0.11%Share
34Artemis Investment Management LLP205,687$70.0M0.85%Share
35MACQUARIE GROUP LTD200,496$68.0M0.30%Share
36VICTORY CAPITAL MANAGEMENT INC190,986$64.0M0.04%Share
37TimesSquare Capital Management, LLC168,674$57.4M0.86%Share
38Rockefeller Capital Management L.P.168,483$57.0M0.10%Share
39Capital International Investors166,790$56.0M0.01%Share
40MANUFACTURERS LIFE INSURANCE COMPANY, THE162,112$55.0M0.05%Share
41Neuberger Berman Group LLC162,847$55.0M0.04%Share
42WELLINGTON MANAGEMENT GROUP LLP164,199$55.0M0.01%Share
43FMR LLC162,406$55.0M0.00%Share
44Bank of New York Mellon Corp160,898$54.0M0.01%Share
45SCHRODER INVESTMENT MANAGEMENT GROUP149,411$51.0M0.04%Share
46TREMBLANT CAPITAL GROUP145,646$49.6M1.26%Share
47MORGAN STANLEY143,086$48.0M0.00%Share
48TD ASSET MANAGEMENT INC139,330$47.0M0.04%Share
49FRANKLIN RESOURCES INC136,366$46.0M0.01%Share
50GEODE CAPITAL MANAGEMENT, LLC134,846$45.0M0.00%Share

EVR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025626$11.3B+216
Q3 2025410$10.1T-83
Q2 2025493$7.5T-52
Q1 2025545$6.4T+28
Q4 2024517$182.5T+121
Q3 2024396$4997.6T+37
Q2 2024359$3421.6T+10
Q1 2024349$2910.4T—

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As of Q4 2025, 50 institutional investors hold EVR (Evercore Inc.). The largest holder is VANGUARD GROUP INC with $1.2B in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own EVR?

As of Q4 2025, 50 institutional investors report holding EVR (Evercore Inc.) in their 13F filings.

Who is the largest institutional holder of EVR?

The largest institutional holder of EVR is VANGUARD GROUP INC with $1.2B in shares.

Is institutional ownership of EVR increasing or decreasing?

This quarter, 15 institutions opened new positions in EVR and 1 closed their positions.