Latest Period
Q2 2026
Security Snapshot
Evercore Inc. - Common Stock (EVR) Institutional Ownership
CUSIP: 29977A105
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
709
Shares (Excl. Options)
35,805,587
Price
$341.44
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- Security type / class
- Equity / Common Stock
- Symbol
- EVR on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 35,805,587
- Total 13F value
- $12,216,704,478
- Portfolio coverage rank
- 0.01%
- Share change
- +675,744
- Value change
- +$251,641,008
- Number of holders
- 709
- Shares outstanding
- 38,741,344
- SEC-reported price per share
- $312.87
- Insider filing price
- $312.87
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- EVR - Evercore Inc. - Common Stock is tracked under CUSIP 29977A105.
- 709 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 654 to 709 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $10,502,460,913 to $12,216,704,478.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 709 institutions filings for Q2 2026.
Security key
29977A105
Latest holder period
Q2 2026
13F holders
709
13D/G owners
3
CIK / CUSIP context first
Open Q2 2026 holders
EVR full holder history
Evercore Inc. SEC filings
Evercore Inc. company facts
Evercore Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 29977A105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
EVR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.1% | $669,328,929 | 1,960,312 | Vanguard Portfolio Management | 30 Jun 2026 | |||
| WELLINGTON MANAGEMENT GROUP LLP | 5% | -4% | $657,150,004 | -$31,352,676 | 1,931,374 | -4.6% | Wellington Management Group LLP | 31 Dec 2025 |
| HYMAN EDWARD S | 4.3% | $324,630,855 | 1,643,035 | Edward S. Hyman | 10 Feb 2025 |
As of 30 Jun 2026, 709 institutional investors reported holding 35,805,587 shares of Evercore Inc. - Common Stock (EVR). This represents 92% of the company’s total 38,741,344 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
57%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.6% | 3,715,623 | +1.8% | 0.02% | $1,268,662,228 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5% | 1,956,150 | -0.91% | 0.03% | $667,907,856 |
| AQR CAPITAL MANAGEMENT LLC | 4.4% | 1,710,982 | +30% | 0.2% | $584,197,541 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 1,680,210 | -0.87% | 0.01% | $573,690,902 |
| Invesco Ltd. | 4.1% | 1,602,673 | +12% | 0.04% | $547,216,798 |
| STATE STREET CORP | 3.1% | 1,206,119 | +2.3% | 0.01% | $411,817,271 |
| FMR LLC | 2.9% | 1,132,481 | -32% | 0.02% | $386,674,023 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 1,098,427 | +5.3% | 0.02% | $375,109,792 |
| MORGAN STANLEY | 2.1% | 803,015 | -13% | 0.01% | $274,182,375 |
| MILLENNIUM MANAGEMENT LLC | 1.6% | 637,464 | +822% | 0.15% | $217,655,708 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.6% | 624,987 | +0.28% | 0.04% | $213,395,561 |
| Boston Partners | 1.6% | 614,517 | +5.9% | 0.19% | $209,823,740 |
| TD Asset Management Inc | 1.6% | 609,109 | -36% | 0.18% | $207,974,177 |
| DIMENSIONAL FUND ADVISORS LP | 1.4% | 556,420 | +1.4% | 0.03% | $189,970,094 |
| UBS Group AG | 1.3% | 503,403 | +72% | 0.03% | $171,881,920 |
| Fisher Asset Management, LLC | 1.1% | 423,875 | -0.2% | 0.04% | $144,728,088 |
| NORGES BANK | 1.1% | 417,041 | 0.01% | $142,394,479 | |
| JPMORGAN CHASE & CO | 1.1% | 409,197 | -13% | 0.01% | $137,519,042 |
| Bahl & Gaynor LLC | 1% | 395,493 | -1.6% | 0.62% | $135,037,130 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1% | 393,112 | +23% | 0.13% | $134,224,161 |
| PRIMECAP MANAGEMENT CO/CA/ | 0.97% | 376,150 | +6.3% | 0.08% | $128,432,656 |
| NORTHERN TRUST CORP | 0.91% | 353,320 | -1.1% | 0.01% | $120,637,581 |
| GOLDMAN SACHS GROUP INC | 0.9% | 349,683 | -33% | 0.01% | $119,395,883 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.9% | 347,147 | +49% | 0.05% | $118,529,872 |
| Point72 Asset Management, L.P. | 0.89% | 344,521 | -12% | 0.18% | $117,633,250 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 35,805,587 | $12,216,704,478 | +$251,641,008 | $341.44 | 709 |
| 2026 Q1 | 35,222,436 | $10,502,460,913 | +$12,466,356 | $298.51 | 654 |
| 2025 Q4 | 34,866,012 | $11,863,645,326 | -$20,529,731 | $340.25 | 634 |
| 2025 Q3 | 34,700,088 | $11,701,569,263 | -$225,720,616 | $337.32 | 624 |
| 2025 Q2 | 35,774,501 | $9,662,562,255 | +$646,367,051 | $270.02 | 561 |
| 2025 Q1 | 33,992,770 | $6,784,334,579 | +$43,295,974 | $199.72 | 544 |
| 2024 Q4 | 33,279,069 | $9,224,595,139 | +$28,138,462 | $277.19 | 581 |
| 2024 Q3 | 33,140,853 | $8,404,951,401 | -$155,770,785 | $253.34 | 508 |
| 2024 Q2 | 33,801,795 | $7,045,686,123 | +$65,823,476 | $208.43 | 468 |
| 2024 Q1 | 33,569,251 | $6,463,109,369 | +$70,582,771 | $192.59 | 468 |
| 2023 Q4 | 33,306,971 | $5,697,959,867 | +$14,228,658 | $171.05 | 434 |
| 2023 Q3 | 33,268,118 | $4,585,227,518 | -$19,573,670 | $137.88 | 395 |
| 2023 Q2 | 33,495,680 | $4,141,154,149 | +$123,309,578 | $123.59 | 398 |
| 2023 Q1 | 32,475,724 | $3,746,655,968 | -$21,629,092 | $115.38 | 417 |
| 2022 Q4 | 32,868,285 | $3,588,433,381 | +$68,643,691 | $109.08 | 390 |
| 2022 Q3 | 32,250,070 | $2,654,880,473 | -$11,718,446 | $82.25 | 355 |
| 2022 Q2 | 31,858,531 | $2,982,722,163 | -$163,264,558 | $93.61 | 371 |
| 2022 Q1 | 33,964,212 | $3,782,508,991 | -$57,151,659 | $111.32 | 398 |
| 2021 Q4 | 34,374,496 | $4,669,157,774 | -$70,877,441 | $135.85 | 427 |
| 2021 Q3 | 34,677,316 | $4,638,837,442 | -$140,012,487 | $133.67 | 418 |
| 2021 Q2 | 35,627,245 | $5,012,454,906 | -$226,063,079 | $140.77 | 423 |
| 2021 Q1 | 37,472,336 | $4,936,175,087 | +$273,311,692 | $131.74 | 405 |
| 2020 Q4 | 36,154,353 | $3,962,296,068 | -$259,927 | $109.64 | 344 |
| 2020 Q3 | 36,229,923 | $2,367,951,719 | +$60,782,303 | $65.46 | 290 |
| 2020 Q2 | 35,535,313 | $2,090,600,274 | +$19,319,429 | $58.92 | 291 |