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EVR

Evercore Inc.
$334.75 -5.00 (-1.47%) At close · Jul 10
Market Cap
$12.95B
Shares
38,682,530

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 659
Total Value: $10,221,208,417
Total Shares: 34,230,070
Showing 1–100 of 681 holdings by value · page 1 of 7

Institutional Ownership Trend

26 quarters

Superinvestors Holding EVR

All superinvestors →
Ray Dalio $26,996,647 Joel Greenblatt $6,171,992

Holder Concentration

Across 657 13F filers
Top Holder
10.7%
Jun 2023 → Mar 2026 · range 10.6% – 12.3%
of institutional value
Top 5
28.5%
Jun 2023 → Mar 2026 · range 28.5% – 34.3%
of institutional value
Top 10
42.3%
Jun 2023 → Mar 2026 · range 42.1% – 49.0%
of institutional value
HHI
269
Jun 2023 → Mar 2026 · range 269 – 373
Broadly held
Showing 100 of 681
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $1,089,220,591 10.66% 3,648,858
Mega VANGUARD CAPITAL MANAGEMENT LLC $505,959,225 4.95% 1,694,949
Mega FMR LLC $498,410,801 4.88% 1,669,662
Mega Invesco Ltd. $425,283,013 4.16% 1,424,686
Mega AQR CAPITAL MANAGEMENT LLC $393,093,487 3.85% 1,316,852
Mega STATE STREET CORP $351,950,454 3.44% 1,179,024
Mega GEODE CAPITAL MANAGEMENT, LLC $311,446,826 3.05% 1,043,338
Mega TD Asset Management Inc $286,113,476 2.80% 958,472
Mega MORGAN STANLEY $273,972,767 2.68% 917,801
Mega WELLINGTON MANAGEMENT GROUP LLP $186,049,041 1.82% 623,259
Large Boston Partners $173,187,738 1.69% 580,174
Mega DIMENSIONAL FUND ADVISORS LP $163,741,687 1.60% 548,530
Mega GOLDMAN SACHS GROUP INC $156,577,745 1.53% 524,531
Mega JPMORGAN CHASE & CO $139,965,962 1.37% 468,882
Mega Fisher Asset Management, LLC $126,782,868 1.24% 424,719
Large BAHL & GAYNOR INC $119,951,168 1.17% 401,833
Large Point72 Asset Management, L.P. $116,593,229 1.14% 390,584
Large Balyasny Asset Management L.P. $110,162,130 1.08% 369,040
Mega NORTHERN TRUST CORP Bank $106,617,024 1.04% 357,164
Mega PRIMECAP MANAGEMENT CO/CA/ $105,657,614 1.03% 353,950
Large FULLER & THALER ASSET MANAGEMENT, INC. $98,839,347 0.97% 331,109
Mega PRICE T ROWE ASSOCIATES INC /MD/ $97,512,768 0.95% 326,665
Mega Bank of New York Mellon Corp Bank $95,295,430 0.93% 319,237
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $95,214,838 0.93% 318,967
Mid Paralel Advisors LLC $89,553,000 0.88% 300,000
Mega UBS Group AG $87,345,517 0.85% 292,605
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $82,182,788 0.80% 275,310
Mid Artemis Investment Management LLP $82,144,578 0.80% 275,182
Mid Stephens Investment Management Group LLC $77,555,286 0.76% 259,808
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $76,560,650 0.75% 256,476
Large Qube Research & Technologies Ltd $74,288,392 0.73% 248,864
Mega VANGUARD FIDUCIARY TRUST CO Bank $71,374,935 0.70% 239,104
Mega BANK OF AMERICA CORP /DE/ Bank $70,057,011 0.69% 234,689
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $69,424,769 0.68% 232,571
Large Walleye Trading LLC $64,418,458 0.63% 215,800
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $60,537,828 0.59% 202,800
Mega VICTORY CAPITAL MANAGEMENT INC $59,334,832 0.58% 198,770
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $56,993,618 0.56% 190,927
Large Quantinno Capital Management LP $52,428,206 0.51% 175,633
Large RENAISSANCE TECHNOLOGIES LLC $51,898,948 0.51% 173,860
Large Rockefeller Capital Management L.P. $51,681,928 0.51% 173,133
Mid TimesSquare Capital Management, LLC $49,542,510 0.48% 165,966
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $48,300,410 0.47% 161,805
Mid Longaeva Partners L.P. $46,944,578 0.46% 157,263
Mega Capital International Investors $46,498,604 0.45% 155,769
Large JACOBS LEVY EQUITY MANAGEMENT, INC $43,114,396 0.42% 144,432
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $42,276,180 0.41% 141,624
Large TD Waterhouse Canada Inc. $40,600,345 0.40% 136,010
Mega FRANKLIN RESOURCES INC $39,971,381 0.39% 133,903
Mega JANUS HENDERSON GROUP PLC $38,171,070 0.37% 127,872
Mid ROYCE & ASSOCIATES LP $37,796,440 0.37% 126,617
Mid Ceredex Value Advisors LLC $36,873,447 0.36% 123,525
Mid Global Alpha Capital Management Ltd. $35,480,003 0.35% 118,857
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $34,639,100 0.34% 116,040
Large MARSHALL WACE, LLP $32,725,650 0.32% 109,630
Large WESTWOOD HOLDINGS GROUP INC $32,315,498 0.32% 108,256
Mid BRAUN STACEY ASSOCIATES INC $32,229,527 0.32% 107,968
Large Holocene Advisors, LP $32,188,631 0.31% 107,831
Large Allianz Asset Management GmbH $31,695,194 0.31% 106,178
Large SG Americas Securities, LLC Broker-Dealer $30,748,321 0.30% 103,006
Mega TWO SIGMA INVESTMENTS, LP $30,294,287 0.30% 101,485
Large Retirement Systems of Alabama Pension $30,026,822 0.29% 100,589
Mega RHUMBLINE ADVISERS $29,981,448 0.29% 100,437
Mega RAYMOND JAMES FINANCIAL INC $29,923,238 0.29% 100,242
Large WCM INVESTMENT MANAGEMENT, LLC $29,895,179 0.29% 100,148
Large IEQ CAPITAL, LLC $28,320,837 0.28% 94,874
Large LORD, ABBETT & CO. LLC $27,433,666 0.27% 91,902
Large Bridgewater Associates, LP $26,996,647 0.26% 90,438
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $26,836,049 0.26% 89,900
Mid Engineers Gate Manager LP $26,392,761 0.26% 88,415
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $26,057,829 0.25% 87,293
Mega PRINCIPAL FINANCIAL GROUP INC $25,757,233 0.25% 86,286
Large FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $25,432,156 0.25% 85,197
Mega AMERICAN CENTURY COMPANIES INC $24,866,778 0.24% 83,303
Large Walleye Trading LLC $24,119,608 0.24% 80,800
Mega CITADEL ADVISORS LLC $23,791,247 0.23% 79,700
Large Russell Investments Group, Ltd. $23,355,714 0.23% 78,241
Mega CITADEL ADVISORS LLC $23,164,376 0.23% 77,600
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $23,015,121 0.23% 77,100
Mega Swiss National Bank Bank $22,853,925 0.22% 76,560
Mega NEUBERGER BERMAN GROUP LLC $22,428,548 0.22% 75,135
Mid Junto Capital Management LP $22,316,607 0.22% 74,760
Large SEI INVESTMENTS CO $22,209,740 0.22% 74,402
Mega Nuveen, LLC $21,910,632 0.21% 73,400
Large PEAK6 LLC $21,821,081 0.21% 73,100
Mega California Public Employees Retirement System Pension $21,767,050 0.21% 72,919
Large ProShare Advisors LLC $20,930,327 0.20% 70,116
Mega MILLENNIUM MANAGEMENT LLC $20,644,354 0.20% 69,158
Large MACQUARIE GROUP LTD $19,861,959 0.19% 66,537
Mega ENVESTNET ASSET MANAGEMENT INC $19,861,661 0.19% 66,536
Mega CITADEL ADVISORS LLC $19,724,048 0.19% 66,075
Large PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO Pension $19,367,925 0.19% 64,882
Large Treasurer of the State of North Carolina $18,830,010 0.18% 63,080
Large Cerity Partners LLC $18,344,334 0.18% 61,453
Large Boston Trust Walden Corp $18,303,439 0.18% 61,316
Mega ALLIANCEBERNSTEIN L.P. $18,221,945 0.18% 61,043
Large GW&K Investment Management, LLC $17,681,344 0.17% 59,232
Large AGF MANAGEMENT LTD $17,465,223 0.17% 58,508
Mid COOKSON PEIRCE & CO INC $17,149,399 0.17% 57,450
Mega DEUTSCHE BANK AG\ Bank $17,043,128 0.17% 57,094
Key facts CIK 1360901 CUSIP 29977A105 13F (30d) 28 filings 27 filers Visit website Investor relations

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