Evercore Inc. Class AEVR

13F holders, Q2 2026 (June 30)
713holders +57
104new positions
45sold out
7famous investors
$341.23avg. 13F price*

At the end of Q2 2026, 713 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 57 from Q1 2026. 104 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($667.9M) and AQR Capital Management ($584.2M). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).

Company
Evercore Inc. Class A
CUSIP
29977A105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 473Q1 2024Q2 2024: 471Q2 2024Q3 2024: 514Q3 2024Q4 2024: 584Q4 2024Q1 2025: 552Q1 2025Q2 2025: 566Q2 2025Q3 2025: 628Q3 2025Q4 2025: 635Q4 2025Q1 2026: 656Q1 2026Q2 2026: 713Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions104$243.4M
Exits45$125.0M

All 13F filers, Q1 2026 → Q2 2026: 3,874,592 shares bought and 3,600,042 shares sold, net +274,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 713 holders

BlackRock, Inc. 0.02% Add +1.8% 3,715,623 $1.3B
Vanguard Portfolio Management LLC 0.03% Reduce -0.9% 1,956,150 $667.9M
AQR Capital Management 0.20% Add +29.9% 1,710,982 $584.2M
Vanguard Capital Management LLC 0.01% Reduce -0.9% 1,680,210 $573.7M
Invesco Ltd. 0.04% Add +12.5% 1,602,673 $547.2M
State Street Corp. 0.01% Add +2.3% 1,206,119 $411.8M
FMR LLC 0.02% Reduce -32.2% 1,132,481 $386.7M
Geode Capital Management, LLC 0.02% Add +5.3% 1,098,427 $375.1M
Morgan Stanley 0.01% Reduce -12.5% 803,015 $274.2M
Millennium Management 0.15% Add +821.8% 637,464 $217.7M
Wellington Management Group LLP 0.04% Add +0.3% 624,987 $213.4M
Boston Partners 0.19% Add +5.9% 614,517 $209.8M
TD Asset Management Inc 0.18% Reduce -36.5% 609,109 $208.0M
Dimensional Fund Advisors LP 0.03% Add +1.4% 556,420 $190.0M
UBS Group AG 0.03% Add +72.0% 503,403 $171.9M
Fisher Asset Management 0.04% Reduce -0.2% 423,875 $144.7M
Norges Bank 0.01% — 417,041 $142.4M
JPMorgan Chase & Co. 0.01% Reduce -12.7% 409,197 $137.5M
Bahl & Gaynor LLC 0.62% Reduce -1.6% 395,493 $135.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Add +23.3% 393,112 $134.2M
Primecap Management Co. 0.08% Add +6.3% 376,150 $128.4M
Northern Trust Corp. 0.01% Reduce -1.1% 353,320 $120.6M
Goldman Sachs Group Inc. 0.01% Reduce -33.3% 349,683 $119.4M
Arrowstreet Capital, Limited Partnership 0.05% Add +49.3% 347,147 $118.5M
Point72 Asset Management 0.19% Reduce -11.8% 344,521 $117.6M
Capital International Investors 0.02% Add +108.5% 324,747 $110.9M
Artemis Investment Management LLP 0.96% Add +14.8% 315,762 $107.8M
Fuller & Thaler Asset Management, Inc. 0.29% Reduce -6.3% 310,105 $105.9M
Bank of New York Mellon Corp 0.02% Reduce -5.1% 302,828 $103.4M
Paralel Advisors LLC 3.96% No change 300,000 $102.4M
Stephens Investment Management Group LLC 1.04% Add +8.9% 282,832 $96.6M
Charles Schwab Investment Management Inc. 0.01% Add +0.0% 275,398 $94.0M
Qube Research & Technologies Ltd 0.09% Add +0.5% 250,095 $85.4M
Vanguard Fiduciary Trust Co. 0.02% Add +1.7% 243,109 $83.0M
William Blair Investment Management, LLC 0.25% Reduce -6.6% 239,490 $81.8M
Bank of America Corp. 0.00% Reduce -7.1% 218,035 $74.4M
Jacobs Levy Equity Management, Inc. 0.27% Add +50.4% 217,208 $74.2M
Two Sigma Investments, LP 0.05% Add +95.0% 197,932 $67.6M
Victory Capital Management Inc. 0.04% Reduce -0.6% 197,638 $67.5M
American Century Companies Inc. 0.03% Add +133.8% 194,737 $66.5M
Azora Capital LP 2.68% New 186,028 $63.5M
Quantinno Capital Management LP 0.08% Add +5.3% 184,970 $63.2M
Rockefeller Capital Management L.P. 0.09% Reduce -1.7% 170,140 $58.1M
Schroder Investment Management Group 0.04% Reduce -9.6% 172,702 $57.8M
TimesSquare Capital Management, LLC 0.83% Reduce 0.0% 165,959 $56.7M
Renaissance Technologies 0.07% Reduce -10.2% 156,180 $53.3M
Royce & Associates LP 0.38% Add +10.0% 139,266 $47.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -17.1% 134,065 $45.8M
Jupiter Topco LLC 0.02% — 132,403 $45.2M
Ameriprise Financial Inc. 0.01% Add +127.2% 127,099 $43.4M
Nomura Asset Management International Inc. 0.06% Reduce -14.2% 121,454 $41.5M
Neuberger Berman Group LLC 0.03% Add +58.1% 118,792 $40.6M
Global Alpha Capital Management Ltd. 2.42% Reduce -0.6% 118,121 $40.3M
Franklin Resources Inc. 0.01% Reduce -12.0% 117,846 $40.2M
Boston Trust Walden Corp 0.30% Add +88.9% 115,831 $39.5M
Ceredex Value Advisors LLC 1.04% Reduce -12.4% 108,250 $37.0M
Braun Stacey Associates Inc. 1.04% Reduce -0.1% 107,878 $36.8M
Westwood Holdings Group Inc. 0.27% Reduce -3.7% 104,279 $35.6M
Holocene Advisors, LP 0.08% Reduce -4.7% 102,758 $35.1M
Alyeska Investment Group, L.P. 0.09% Add +2573.5% 100,016 $34.1M
Rhumbline Advisers 0.03% Reduce -0.6% 99,799 $34.1M
Raymond James Financial Inc. 0.01% Reduce -1.7% 98,494 $33.6M
WCM Investment Management, LLC 0.06% Reduce -0.3% 99,887 $33.4M
Ieq Capital, LLC 0.15% Reduce -0.4% 94,525 $32.3M
Retirement Systems of Alabama 0.10% Reduce -7.4% 93,181 $31.8M
Canada Pension Plan Investment Board 0.02% Reduce -21.1% 91,600 $31.3M
Lord, Abbett & Co. LLC 0.09% Reduce -0.6% 91,374 $31.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +2.2% 89,248 $30.5M
Principal Financial Group Inc. 0.01% Add +1.8% 87,797 $30.0M
Fort Washington Investment Advisors Inc. 0.15% Add +2.5% 87,345 $29.8M
SG Americas Securities, LLC 0.02% Reduce -20.0% 82,413 $28.1M
Public Employees Retirement Association of Colorado 0.10% Add +26.4% 81,982 $28.0M
Marsico Capital Management LLC 0.71% Add +57.2% 79,919 $27.3M
Sei Investments Co. 0.02% Add +5.6% 78,541 $26.8M
Nuveen, LLC 0.01% Add +5.0% 77,054 $26.3M
ProShare Advisors LLC 0.04% Add +8.1% 75,810 $25.9M
Swiss National Bank 0.01% Reduce -1.4% 75,520 $25.8M
TD Waterhouse Canada Inc. 0.07% Reduce -45.0% 74,739 $25.5M
Interval Partners, LP 0.81% Add +102.0% 74,149 $25.3M
California Public Employees Retirement System 0.01% Add +1.2% 73,820 $25.2M
Flputnam Investment Management Co. 0.30% New 73,592 $25.1M
Cerity Partners LLC 0.03% Add +19.2% 73,252 $25.0M
Woodline Partners LP 0.07% Add +40.6% 70,414 $24.0M
Longaeva Partners L.P. 0.67% Reduce -56.8% 67,925 $23.2M
Treasurer of the State of North Carolina 0.06% Add +0.4% 63,330 $21.6M
Driehaus Capital Management LLC 0.12% New 62,852 $21.5M
Frontier Capital Management Co. LLC 0.20% Add +17.8% 62,310 $21.3M
Mariner, LLC 0.02% Add +52.9% 61,662 $21.1M
GW&K Investment Management, LLC 0.16% No change 59,232 $20.2M
Balyasny Asset Management L.P. 0.04% Reduce -84.1% 58,797 $20.1M
Cookson Peirce & Co. Inc. 0.65% Reduce -0.1% 57,371 $19.6M
Russell Investments Group, Ltd. 0.02% Reduce -27.0% 57,145 $19.5M
Wells Fargo & Company 0.00% Add +23.6% 56,837 $19.4M
Macquarie Group Ltd. 0.08% Reduce -14.6% 56,800 $19.4M
STRS Ohio 0.07% Add +2.9% 56,474 $19.3M
Legal & General Group Plc 0.00% Add +2.2% 56,081 $19.1M
CCM Investment Advisers LLC 1.46% Add +0.9% 55,434 $18.9M
Alliancebernstein L.P. 0.01% Reduce -0.6% 60,674 $18.1M
State of Wisconsin Investment Board 0.04% Reduce -8.2% 52,315 $17.9M
Panagora Asset Management Inc. 0.05% Add +23.8% 51,078 $17.4M

"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.

Show all 713 holders