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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Class A Common Stock
Symbol
EVR on NYSE
Shares outstanding
38,913,846
Price per share
$340.25
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
34,685,345
Total reported value
$11,699,236,397
% of total 13F portfolios
0.01%
Share change
-1,078,535
Value change
-$245,842,740
Number of holders
618
Price from insider filings
$340.25
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Evercore Inc. - Class A Common Stock (EVR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 5.2% $682,573,766 2,023,520 Wellington Management Group LLP 30 Sep 2025
HYMAN EDWARD S 4.3% $324,630,855 1,643,035 Edward S. Hyman 10 Feb 2025

As of 30 Sep 2025, 618 institutional investors reported holding 34,685,345 shares of Evercore Inc. - Class A Common Stock (EVR). This represents 89% of the company’s total 38,913,846 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Evercore Inc. - Class A Common Stock (EVR) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 10% 3,902,188 +1.7% 0.02% $1,316,286,057
BlackRock, Inc. 8.9% 3,455,570 -3.2% 0.02% $1,165,632,760
WELLINGTON MANAGEMENT GROUP LLP 5.2% 2,023,520 +259% 0.12% $682,573,765
Invesco Ltd. 3.5% 1,353,174 -3.8% 0.07% $456,452,612
Boston Partners 3.2% 1,248,973 -27% 0.43% $421,246,997
TD Asset Management Inc 3% 1,182,456 +24% 0.32% $398,866,058
STATE STREET CORP 3% 1,176,347 +4.1% 0.01% $396,805,370
AQR CAPITAL MANAGEMENT LLC 2.5% 967,804 +11% 0.21% $326,459,852
GEODE CAPITAL MANAGEMENT, LLC 2.4% 940,467 +13% 0.02% $317,280,683
FMR LLC 2.2% 850,442 -1.3% 0.01% $286,871,305
MORGAN STANLEY 1.6% 620,076 -2.7% 0.01% $209,164,664
PRICE T ROWE ASSOCIATES INC /MD/ 1.6% 611,819 -6.5% 0.02% $206,380,000
Capital International Investors 1.6% 604,767 +0.62% 0.03% $204,000,004
DIMENSIONAL FUND ADVISORS LP 1.3% 524,297 -16% 0.04% $176,861,953
JPMORGAN CHASE & CO 1.3% 518,093 -15% 0.01% $174,763,239
BAHL & GAYNOR INC 1.1% 444,022 -4.4% 0.74% $149,777,501
Bain Capital Public Equity Management II, LLC 1.1% 434,209 +75% 6.8% $146,467,380
UBS Group AG 1% 402,692 +117% 0.03% $135,836,065
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.96% 373,148 -5.6% 0.33% $125,870,357
Bank of New York Mellon Corp 0.92% 356,869 -0.23% 0.02% $120,378,931
LORD, ABBETT & CO. LLC 0.91% 354,108 +174% 0.36% $119,448,000
NORTHERN TRUST CORP 0.86% 333,474 +5% 0.01% $112,487,451
GOLDMAN SACHS GROUP INC 0.84% 326,493 +30% 0.02% $110,132,522
Fisher Asset Management, LLC 0.84% 325,179 +1.7% 0.04% $109,689,378
FULLER & THALER ASSET MANAGEMENT, INC. 0.79% 308,401 -19% 0.35% $104,029,803

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 359,190 $122,791,928 +$16,219,904 $340.25 42
2025 Q3 34,685,345 $11,699,236,397 -$245,842,740 $337.32 618
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
2020 Q1 35,200,959 $1,622,420,087 -$134,240,463 $46.06 277
2019 Q4 37,438,963 $2,793,436,918 -$1,379,103 $74.76 315
2019 Q3 37,268,483 $2,979,954,526 -$96,436,520 $80.10 331
2019 Q2 38,297,106 $3,382,832,124 +$58,323,965 $88.57 325
2019 Q1 37,900,526 $3,440,680,153 +$151,124,186 $91.00 336
2018 Q4 36,391,113 $2,597,412,924 -$235,596,485 $71.56 325
2018 Q3 39,074,292 $3,919,299,773 +$10,522,733 $100.55 354
2018 Q2 38,896,366 $4,095,994,545 -$27,756,066 $105.45 362
2018 Q1 39,377,792 $3,432,179,328 +$80,485,264 $87.20 348
2017 Q4 38,603,676 $3,472,773,581 +$119,314,823 $90.00 326
2017 Q3 37,445,714 $3,005,087,260 -$82,726,681 $80.25 292
2017 Q2 38,560,648 $2,719,944,885 -$32,128,156 $70.50 292
2017 Q1 38,911,210 $3,031,895,366 +$536,194,258 $77.90 282
2016 Q4 36,860,491 $2,533,443,967 +$33,192,665 $68.70 267
2016 Q3 36,329,671 $1,870,667,970 +$30,996,554 $51.51 222
2016 Q2 35,314,780 $1,560,313,314 -$9,281,025 $44.19 216
2016 Q1 35,771,955 $1,850,818,715 -$74,595,444 $51.75 221
2015 Q4 37,059,408 $2,003,445,053 +$163,709,875 $54.07 219
2015 Q3 34,402,055 $1,728,315,163 +$53,358,483 $50.24 198
2015 Q2 33,352,037 $1,799,645,285 -$5,522,664 $53.96 190
2015 Q1 33,467,389 $1,728,644,577 +$45,402,663 $51.66 198
2014 Q4 32,636,229 $1,708,920,055 -$1,326,176 $52.37 191
2014 Q3 32,513,618 $1,528,110,377 -$14,788,915 $47.00 208
2014 Q2 32,223,032 $1,857,254,276 -$15,394,851 $57.64 193
2014 Q1 31,644,589 $1,747,950,855 +$65,269,727 $55.25 205