Security Snapshot

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

CUSIP: 29977A105

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

631

Shares (Excl. Options)

34,859,795

Price

$340.25

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Type / Class
Equity / Class A Common Stock
Symbol
EVR on NYSE
Shares outstanding
38,627,480
Price per share
$298.51
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
34,859,795
Total reported value
$11,861,529,976
% of total 13F portfolios
0.01%
Share change
-75,600
Value change
-$20,412,345
Number of holders
631
Price from insider filings
$298.51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • EVR - Evercore Inc. - Class A Common Stock is tracked under CUSIP 29977A105.
  • 631 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 631 to 87 between Q4 2025 and Q1 2026.
  • Reported value moved from $11,861,529,976 to $189,728,089.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 631 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 29977A105?
CUSIP 29977A105 identifies EVR - Evercore Inc. - Class A Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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% -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 31 Dec 2025, 631 institutional investors reported holding 34,859,795 shares of Evercore Inc. - Class A Common Stock (EVR). This represents 90% of the company’s total 38,627,480 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Evercore Inc. - Class A Common Stock (EVR) together control 60% 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 9.9% 3,840,147 -1.6% 0.02% $1,306,610,018
BlackRock, Inc. 9% 3,459,048 +0.1% 0.02% $1,176,940,985
WELLINGTON MANAGEMENT GROUP LLP 5% 1,931,374 -4.6% 0.12% $657,150,004
Invesco Ltd. 3.5% 1,343,826 -0.69% 0.07% $457,236,689
FMR LLC 3.3% 1,256,242 +48% 0.02% $427,436,305
TD Asset Management Inc 3.1% 1,214,726 +2.7% 0.33% $413,310,522
STATE STREET CORP 3% 1,159,743 -1.4% 0.01% $394,602,556
GEODE CAPITAL MANAGEMENT, LLC 2.4% 924,900 -1.7% 0.02% $314,750,590
AQR CAPITAL MANAGEMENT LLC 2.2% 857,965 -11% 0.15% $291,922,498
Boston Partners 2.1% 824,360 -34% 0.29% $280,541,320
MORGAN STANLEY 1.8% 686,603 +11% 0.01% $233,617,219
PRICE T ROWE ASSOCIATES INC /MD/ 1.6% 617,332 +0.9% 0.02% $210,048,000
MILLENNIUM MANAGEMENT LLC 1.4% 536,646 +119% 0.13% $182,593,802
DIMENSIONAL FUND ADVISORS LP 1.4% 531,976 +1.5% 0.04% $181,010,812
NORGES BANK 1.2% 482,617 0.02% $164,210,434
GOLDMAN SACHS GROUP INC 1.1% 438,846 +34% 0.02% $149,317,420
JPMORGAN CHASE & CO 1.1% 437,506 -16% 0.01% $148,861,509
BAHL & GAYNOR INC 1.1% 421,568 -5.1% 0.73% $143,438,512
LORD, ABBETT & CO. LLC 0.99% 381,901 +7.8% 0.4% $129,942,000
UBS Group AG 0.91% 351,784 -13% 0.02% $119,694,507
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.86% 331,027 -11% 0.31% $112,632,084
NORTHERN TRUST CORP 0.83% 320,435 -3.9% 0.01% $109,028,009
Bank of New York Mellon Corp 0.83% 320,103 -10% 0.02% $108,915,018
Fisher Asset Management, LLC 0.83% 319,805 -1.7% 0.04% $108,813,826
Paralel Advisors LLC 0.78% 300,000 0% 4% $102,075,000

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
2026 Q1 635,411 $189,728,089 +$26,631,336 $298.51 87
2025 Q4 34,859,795 $11,861,529,976 -$20,412,345 $340.25 631
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
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