Equibles

EVR

Evercore Inc.

Company with tickers: EVR

CIK
1360901
CUSIP
29977A105
Shares Outstanding
38,682,484
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 642
Total Value: $9,097,330,627
Total Shares: 30,475,800
Showing 1–100 of 664 holdings by value · page 1 of 7

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 642 13F filers · Δ vs Dec 31, 2025
Top Holder
12.0%
Jun 2023 → Mar 2026 · range 12.0% – 100.0%
−58.3 pts
Top 5
30.3%
Jun 2023 → Mar 2026 · range 30.3% – 100.0%
−69.4 pts
Top 10
42.6%
Jun 2023 → Mar 2026 · range 42.6% – 100.0%
−57.4 pts
HHI
296
Jun 2023 → Mar 2026 · range 296 – 10,000
Broadly held −5,365

Quarterly Activity

vs Dec 31, 2025
New
636
Increased
6
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +636
Institutional value: +4149.8%
Shares held: +4744.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Mega GOLDMAN SACHS GROUP INC +82,285 524,531
Large Corient Private Wealth LLC +32,936 43,669
Mega HSBC HOLDINGS PLC +6,075 7,565
Large Rockefeller Capital Management L.P. +4,650 173,133
Micro JMN Financial LLC +50 2,282

Top Sellers

vs Dec 31, 2025
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega BlackRock, Inc. 3,648,858 $1,089,220,591
Mega FMR LLC 1,669,662 $498,410,801
Mega Invesco Ltd. 1,424,686 $425,283,013
Mega AQR CAPITAL MANAGEMENT LLC 1,316,852 $393,093,487
Mega STATE STREET CORP 1,179,024 $351,950,454

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
100 of 100 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mega BlackRock, Inc. $1,089,220,591 11.97% 3,648,858 View
Mega FMR LLC $498,410,801 5.48% 1,669,662 View
Mega Invesco Ltd. $425,283,013 4.67% 1,424,686 View
Mega AQR CAPITAL MANAGEMENT LLC $393,093,487 4.32% 1,316,852 View
Mega STATE STREET CORP $351,950,454 3.87% 1,179,024 View
Mega GEODE CAPITAL MANAGEMENT, LLC $311,446,826 3.42% 1,043,338 View
Mega TD Asset Management Inc $286,113,476 3.15% 958,472 View
Mega WELLINGTON MANAGEMENT GROUP LLP $186,049,041 2.05% 623,259 View
Large Boston Partners $173,187,738 1.90% 580,174 View
Mega DIMENSIONAL FUND ADVISORS LP $163,741,687 1.80% 548,530 View
Mega GOLDMAN SACHS GROUP INC $156,577,745 1.72% 524,531 View
Mega JPMORGAN CHASE & CO $139,965,962 1.54% 468,882 View
Mega Fisher Asset Management, LLC $126,782,868 1.39% 424,719 View
Large Point72 Asset Management, L.P. $116,593,229 1.28% 390,584 View
Large Balyasny Asset Management L.P. $110,162,130 1.21% 369,040 View
Mega MORGAN STANLEY $106,502,992 1.17% 356,782 View
Mega PRIMECAP MANAGEMENT CO/CA/ $105,657,614 1.16% 353,950 View
Large FULLER & THALER ASSET MANAGEMENT, INC. $98,839,347 1.09% 331,109 View
Mega PRICE T ROWE ASSOCIATES INC /MD/ $97,512,768 1.07% 326,665 View
Mega Bank of New York Mellon Corp $95,295,430 1.05% 319,237 View
Mid Paralel Advisors LLC $89,553,000 0.98% 300,000 View
Mega UBS Group AG $87,345,517 0.96% 292,605 View
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $82,182,788 0.90% 275,310 View
Mid Artemis Investment Management LLP $82,144,578 0.90% 275,182 View
Mid Stephens Investment Management Group LLC $77,555,286 0.85% 259,808 View
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $76,560,650 0.84% 256,476 View
Large Qube Research & Technologies Ltd $74,288,392 0.82% 248,864 View
Mega BANK OF AMERICA CORP /DE/ $70,057,011 0.77% 234,689 View
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $69,424,769 0.76% 232,571 View
Large Walleye Trading LLC $64,418,458 0.71% 215,800 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $60,537,828 0.67% 202,800 View
Mega VICTORY CAPITAL MANAGEMENT INC $59,334,832 0.65% 198,770 View
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $56,993,618 0.63% 190,927 View
Large Quantinno Capital Management LP $52,428,206 0.58% 175,633 View
Large RENAISSANCE TECHNOLOGIES LLC $51,898,948 0.57% 173,860 View
Large Rockefeller Capital Management L.P. $51,681,928 0.57% 173,133 View
Mid TimesSquare Capital Management, LLC $49,542,510 0.54% 165,966 View
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE $48,300,410 0.53% 161,805 View
Mid Longaeva Partners L.P. $46,944,578 0.52% 157,263 View
Mega Capital International Investors $46,498,604 0.51% 155,769 View
Large JACOBS LEVY EQUITY MANAGEMENT, INC $43,114,396 0.47% 144,432 View
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $42,276,180 0.46% 141,624 View
Large TD Waterhouse Canada Inc. $40,600,345 0.45% 136,010 View
Mega FRANKLIN RESOURCES INC $39,971,381 0.44% 133,903 View
Mega JANUS HENDERSON GROUP PLC $38,171,070 0.42% 127,872 View
Mid ROYCE & ASSOCIATES LP $37,796,440 0.42% 126,617 View
Mid Ceredex Value Advisors LLC $36,873,447 0.41% 123,525 View
Mid Global Alpha Capital Management Ltd. $35,480,003 0.39% 118,857 View
Mega CANADA PENSION PLAN INVESTMENT BOARD $34,639,100 0.38% 116,040 View
Large MARSHALL WACE, LLP $32,725,650 0.36% 109,630 View
Large WESTWOOD HOLDINGS GROUP INC $32,315,498 0.36% 108,256 View
Mid BRAUN STACEY ASSOCIATES INC $32,229,527 0.35% 107,968 View
Large Holocene Advisors, LP $32,188,631 0.35% 107,831 View
Large Allianz Asset Management GmbH $31,695,194 0.35% 106,178 View
Large SG Americas Securities, LLC $30,748,321 0.34% 103,006 View
Mega TWO SIGMA INVESTMENTS, LP $30,294,287 0.33% 101,485 View
Large Retirement Systems of Alabama $30,026,822 0.33% 100,589 View
Mega RHUMBLINE ADVISERS $29,981,448 0.33% 100,437 View
Mega RAYMOND JAMES FINANCIAL INC $29,923,238 0.33% 100,242 View
Large WCM INVESTMENT MANAGEMENT, LLC $29,895,179 0.33% 100,148 View
Large IEQ CAPITAL, LLC $28,320,837 0.31% 94,874 View
Large LORD, ABBETT & CO. LLC $27,433,666 0.30% 91,902 View
Large Bridgewater Associates, LP $26,996,647 0.30% 90,438 View
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $26,836,049 0.29% 89,900 View
Mid Engineers Gate Manager LP $26,392,761 0.29% 88,415 View
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $26,057,829 0.29% 87,293 View
Mega PRINCIPAL FINANCIAL GROUP INC $25,757,233 0.28% 86,286 View
Large FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $25,432,156 0.28% 85,197 View
Mega AMERICAN CENTURY COMPANIES INC $24,866,778 0.27% 83,303 View
Large Walleye Trading LLC $24,119,608 0.27% 80,800 View
Mega CITADEL ADVISORS LLC $23,791,247 0.26% 79,700 View
Large Russell Investments Group, Ltd. $23,355,714 0.26% 78,241 View
Mega CITADEL ADVISORS LLC $23,164,376 0.25% 77,600 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $23,015,121 0.25% 77,100 View
Mega Swiss National Bank $22,853,925 0.25% 76,560 View
Mega NEUBERGER BERMAN GROUP LLC $22,428,548 0.25% 75,135 View
Mid Junto Capital Management LP $22,316,607 0.25% 74,760 View
Large SEI INVESTMENTS CO $22,209,740 0.24% 74,402 View
Mega Nuveen, LLC $21,910,632 0.24% 73,400 View
Large PEAK6 LLC $21,821,081 0.24% 73,100 View
Mega California Public Employees Retirement System $21,767,050 0.24% 72,919 View
Large ProShare Advisors LLC $20,930,327 0.23% 70,116 View
Mega MILLENNIUM MANAGEMENT LLC $20,644,354 0.23% 69,158 View
Large MACQUARIE GROUP LTD $19,861,959 0.22% 66,537 View
Mega ENVESTNET ASSET MANAGEMENT INC $19,861,661 0.22% 66,536 View
Mega CITADEL ADVISORS LLC $19,724,048 0.22% 66,075 View
Large PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO $19,367,925 0.21% 64,882 View
Large Treasurer of the State of North Carolina $18,830,010 0.21% 63,080 View
Large Cerity Partners LLC $18,344,334 0.20% 61,453 View
Large Boston Trust Walden Corp $18,303,439 0.20% 61,316 View
Mega ALLIANCEBERNSTEIN L.P. $18,221,945 0.20% 61,043 View
Large GW&K Investment Management, LLC $17,681,344 0.19% 59,232 View
Large AGF MANAGEMENT LTD $17,465,223 0.19% 58,508 View
Mid COOKSON PEIRCE & CO INC $17,149,399 0.19% 57,450 View
Mega DEUTSCHE BANK AG\ $17,043,128 0.19% 57,094 View
Large STATE OF WISCONSIN INVESTMENT BOARD $17,014,174 0.19% 56,997 View
Mega AMERIPRISE FINANCIAL INC $16,702,827 0.18% 55,954 View
Mega Amundi $16,575,961 0.18% 55,529 View
Mid CCM INVESTMENT ADVISERS LLC $16,407,005 0.18% 54,963 View
Mega Legal & General Group Plc $16,386,705 0.18% 54,895 View
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