Latest Period
Q1 2026
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
Institutions Reporting
649
Shares (Excl. Options)
35,211,517
Price
$298.51
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- Security type / class
- Equity / Class A Common Stock
- Symbol
- EVR on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 35,211,517
- Total 13F value
- $10,499,200,734
- Portfolio coverage rank
- 0.01%
- Share change
- +194,054
- Value change
- +$9,572,016
- Number of holders
- 649
- Shares outstanding
- 38,627,480
- SEC-reported price per share
- $336.35
- Insider filing price
- $336.35
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. - Class A Common Stock is tracked under CUSIP 29977A105.
- 649 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 633 to 649 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $11,863,637,840 to $10,499,200,734.
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 649 institutions filings for Q1 2026.
Security key
29977A105
Latest holder period
Q1 2026
13F holders
649
13D/G owners
2
CIK / CUSIP context first
Open Q1 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
2
Security
EVR
| 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 Mar 2026, 649 institutional investors reported holding 35,211,517 shares of Evercore Inc. - Class A Common Stock (EVR). This represents 91% of the company’s total 38,627,480 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. | 9.4% | 3,648,858 | +5.5% | 0.02% | $1,089,220,597 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.1% | 1,974,144 | 0% | 0.03% | $589,301,725 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.4% | 1,694,949 | 0% | 0.01% | $505,959,226 |
| FMR LLC | 4.3% | 1,669,662 | +33% | 0.03% | $498,410,992 |
| Invesco Ltd. | 3.7% | 1,424,686 | +6% | 0.07% | $425,282,919 |
| AQR CAPITAL MANAGEMENT LLC | 3.4% | 1,316,852 | +53% | 0.18% | $388,063,045 |
| STATE STREET CORP | 3.1% | 1,179,024 | +1.7% | 0.01% | $351,950,454 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.7% | 1,043,338 | +13% | 0.02% | $311,496,497 |
| TD Asset Management Inc | 2.5% | 958,472 | -21% | 0.23% | $286,113,476 |
| MORGAN STANLEY | 2.4% | 917,801 | +34% | 0.02% | $273,973,577 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.6% | 623,259 | -68% | 0.03% | $186,049,045 |
| Boston Partners | 1.5% | 580,174 | -30% | 0.18% | $173,198,818 |
| DIMENSIONAL FUND ADVISORS LP | 1.4% | 548,530 | +3.1% | 0.03% | $163,715,471 |
| GOLDMAN SACHS GROUP INC | 1.4% | 524,531 | +20% | 0.02% | $156,577,868 |
| JPMORGAN CHASE & CO | 1.2% | 468,882 | +7.2% | 0.01% | $133,734,606 |
| Fisher Asset Management, LLC | 1.1% | 424,719 | +33% | 0.04% | $126,783,050 |
| BAHL & GAYNOR INC | 1% | 401,833 | -4.7% | 0.6% | $119,951,169 |
| Point72 Asset Management, L.P. | 1% | 390,584 | 0.2% | $116,593,230 | |
| Balyasny Asset Management L.P. | 0.96% | 369,040 | +700% | 0.22% | $110,162,130 |
| NORTHERN TRUST CORP | 0.92% | 357,164 | +11% | 0.01% | $106,617,025 |
| PRIMECAP MANAGEMENT CO/CA/ | 0.92% | 353,950 | +61% | 0.08% | $105,657,614 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.86% | 331,109 | +20% | 0.33% | $98,839,288 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.85% | 326,665 | -47% | 0.01% | $97,513,000 |
| Bank of New York Mellon Corp | 0.83% | 319,237 | -0.27% | 0.02% | $95,295,293 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.83% | 318,967 | +54% | 0.11% | $95,214,839 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 35,211,517 | $10,499,200,734 | +$9,572,016 | $298.51 | 649 |
| 2025 Q4 | 34,865,990 | $11,863,637,840 | -$20,529,731 | $340.25 | 633 |
| 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 |