Evercore Inc. - Class A Common Stock (EVR)

Historical Holders from Q1 2014 to Q3 2025

Symbol
EVR on NYSE
Type / Class
Equity / Class A Common Stock
Shares outstanding
38.9M
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
34.7M
Holdings value
$11.7B
% of all portfolios
0.012%
Grand Portfolio weight change
0%
Number of holders
617
Number of buys
339
Number of sells
-247
Average Value change %
+0%
Average buys %
+0.003%
Average sells %
-0.003%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Evercore Inc. - Class A Common Stock (EVR)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 5.2% $683M 2.02M Wellington Management Group LLP 30 Sep 2025
HYMAN EDWARD S 4.3% $325M 1.64M Edward S. Hyman 10 Feb 2025

Institutional Holders of Evercore Inc. - Class A Common Stock (EVR)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 34.7M $11.7B -$246M $337.32 617
2025 Q2 35.8M $9.66B +$646M $270.02 561
2025 Q1 34M $6.78B +$43.3M $199.72 544
2024 Q4 33.3M $9.22B +$28.1M $277.19 581
2024 Q3 33.1M $8.4B -$156M $253.34 508
2024 Q2 33.8M $7.05B +$65.8M $208.43 468
2024 Q1 33.6M $6.46B +$70.6M $192.59 468
2023 Q4 33.3M $5.7B +$14.2M $171.05 434
2023 Q3 33.3M $4.59B -$19.6M $137.88 395
2023 Q2 33.5M $4.14B +$123M $123.59 398
2023 Q1 32.5M $3.75B -$21.6M $115.38 417
2022 Q4 32.9M $3.59B +$68.6M $109.08 390
2022 Q3 32.3M $2.65B -$11.7M $82.25 355
2022 Q2 31.9M $2.98B -$163M $93.61 371
2022 Q1 34M $3.78B -$57.2M $111.32 398
2021 Q4 34.4M $4.67B -$70.9M $135.85 427
2021 Q3 34.7M $4.64B -$140M $133.67 418
2021 Q2 35.6M $5.01B -$226M $140.77 423
2021 Q1 37.5M $4.94B +$273M $131.74 405
2020 Q4 36.2M $3.96B -$260K $109.64 344
2020 Q3 36.2M $2.37B +$60.8M $65.46 290
2020 Q2 35.5M $2.09B +$19.3M $58.92 291
2020 Q1 35.2M $1.62B -$134M $46.06 277
2019 Q4 37.4M $2.79B -$1.38M $74.76 315
2019 Q3 37.3M $2.98B -$96.4M $80.10 331
2019 Q2 38.3M $3.38B +$58.3M $88.57 325
2019 Q1 37.9M $3.44B +$151M $91.00 336
2018 Q4 36.4M $2.6B -$236M $71.56 325
2018 Q3 39.1M $3.92B +$10.5M $100.55 354
2018 Q2 38.9M $4.1B -$27.8M $105.45 362
2018 Q1 39.4M $3.43B +$80.5M $87.20 348
2017 Q4 38.6M $3.47B +$119M $90.00 326
2017 Q3 37.4M $3.01B -$82.7M $80.25 292
2017 Q2 38.6M $2.72B -$32.1M $70.50 292
2017 Q1 38.9M $3.03B +$536M $77.90 282
2016 Q4 36.9M $2.53B +$33.2M $68.70 267
2016 Q3 36.3M $1.87B +$31M $51.51 222
2016 Q2 35.3M $1.56B -$9.28M $44.19 216
2016 Q1 35.8M $1.85B -$74.6M $51.75 221
2015 Q4 37.1M $2B +$164M $54.07 219
2015 Q3 34.4M $1.73B +$53.4M $50.24 198
2015 Q2 33.4M $1.8B -$5.52M $53.96 190
2015 Q1 33.5M $1.73B +$45.4M $51.66 198
2014 Q4 32.6M $1.71B -$1.33M $52.37 191
2014 Q3 32.5M $1.53B -$14.8M $47.00 208
2014 Q2 32.2M $1.86B -$15.4M $57.64 193
2014 Q1 31.6M $1.75B +$65.3M $55.25 205