Evercore Inc. Class AEVR
13F holders, Q1 2025 (March 31)552holders −32
70new positions
102sold out
10famous investors
$199.58avg. 13F price*
At the end of Q1 2025, 552 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, down 32 from Q4 2024. 70 opened new positions and 102 sold out. The largest holders were Vanguard Group Inc. ($771.5M), BlackRock, Inc. ($713.0M) and Boston Partners ($307.0M). 10 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Evercore Inc. Class A
- CUSIP
- 29977A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $329.7M |
| Exits | 102 | $189.4M |
All 13F filers, Q4 2024 → Q1 2025: 6,739,782 shares bought and 5,595,426 shares sold, net +1,144,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 552 holders
| Vanguard Group Inc. | 0.01% | Add +0.7% | 3,862,690 | $771.5M |
| BlackRock, Inc. | 0.02% | Reduce -0.1% | 3,570,135 | $713.0M |
| Boston Partners | 0.37% | Add +5.0% | 1,539,027 | $307.0M |
| State Street Corp. | 0.01% | Add +1.2% | 1,138,136 | $227.3M |
| Invesco Ltd. | 0.03% | Reduce -39.1% | 866,877 | $173.1M |
| UBS Group AG | 0.03% | Add +329.9% | 782,186 | $156.2M |
| Geode Capital Management, LLC | 0.01% | Add +3.7% | 771,977 | $154.2M |
| Morgan Stanley | 0.01% | Add +36.7% | 709,353 | $141.7M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -10.8% | 691,000 | $138.0M |
| Fuller & Thaler Asset Management, Inc. | 0.53% | Reduce -1.0% | 685,544 | $136.9M |
| JPMorgan Chase & Co. | 0.01% | Add +4.6% | 648,231 | $129.5M |
| Millennium Management | 0.12% | Add +819.3% | 609,888 | $121.8M |
| TD Asset Management Inc | 0.11% | Reduce -39.0% | 583,371 | $116.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +17.9% | 560,964 | $112.0M |
| Eminence Capital, LP | 1.78% | New | 534,375 | $106.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +58.7% | 513,161 | $102.5M |
| Qube Research & Technologies Ltd | 0.16% | Add +223.0% | 505,134 | $100.9M |
| Norges Bank | 0.01% | Add +3.9% | 499,345 | $99.7M |
| AQR Capital Management | 0.10% | Add +134.5% | 486,365 | $94.4M |
| Bahl & Gaynor LLC | 0.46% | Reduce -0.3% | 447,536 | $89.4M |
| Two Sigma Investments, LP | 0.18% | Add +158.5% | 389,366 | $77.8M |
| Bank of New York Mellon Corp | 0.01% | Add +2.7% | 379,336 | $75.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.8% | 355,722 | $71.0M |
| Fisher Asset Management | 0.03% | Add +11.3% | 355,219 | $70.9M |
| Two Sigma Advisers, LP | 0.16% | Add +238.3% | 349,500 | $69.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.9% | 311,032 | $62.1M |
| Paralel Advisors LLC | 2.49% | No change | 300,000 | $59.9M |
| Bank of America Corp. | 0.01% | Add +56.5% | 295,378 | $59.0M |
| Northern Trust Corp. | 0.01% | Reduce -2.1% | 295,093 | $58.9M |
| Stephens Investment Management Group LLC | 0.82% | Add +40.8% | 285,257 | $57.0M |
| Primecap Management Co. | 0.04% | Reduce -16.7% | 252,130 | $50.4M |
| Nuveen, LLC | 0.01% | — | 228,331 | $45.6M |
| Renaissance Technologies | 0.06% | Add +1067.0% | 212,400 | $42.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.11% | Add +5.6% | 196,579 | $39.3M |
| FMR LLC | 0.00% | Reduce -81.1% | 195,153 | $39.0M |
| Macquarie Group Ltd. | 0.05% | Reduce -7.8% | 193,753 | $38.7M |
| Global Alpha Capital Management Ltd. | 2.78% | Add +27.6% | 191,385 | $38.2M |
| Point72 Asset Management | 0.11% | New | 186,735 | $37.3M |
| Tudor Investment Corporation | 0.30% | Add +97.8% | 170,849 | $34.1M |
| Wellington Management Group LLP | 0.01% | Reduce -80.2% | 169,577 | $33.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2975.2% | 168,644 | $33.7M |
| Boston Trust Walden Corp | 0.24% | Reduce -17.6% | 164,029 | $32.8M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +424.4% | 155,470 | $31.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -26.0% | 151,801 | $30.3M |
| Franklin Resources Inc. | 0.01% | Reduce -29.6% | 151,259 | $30.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -15.2% | 144,549 | $28.9M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Reduce -48.8% | 139,060 | $27.8M |
| Epoch Investment Partners, Inc. | 0.14% | Add +126.0% | 137,059 | $27.4M |
| Cubist Systematic Strategies, LLC | 0.35% | New | 132,839 | $26.5M |
| Braun Stacey Associates Inc. | 1.05% | Reduce -3.5% | 128,087 | $25.6M |
| Driehaus Capital Management LLC | 0.24% | Reduce -49.6% | 127,278 | $25.4M |
| Lord, Abbett & Co. LLC | 0.09% | Reduce -83.6% | 123,569 | $24.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.3% | 123,292 | $24.6M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 118,000 | $23.6M |
| Retirement Systems of Alabama | 0.09% | Add +0.0% | 113,559 | $22.7M |
| ProShare Advisors LLC | 0.05% | Reduce -16.0% | 107,645 | $21.5M |
| Victory Capital Management Inc. | 0.02% | Reduce -13.3% | 106,510 | $21.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +14.7% | 105,474 | $21.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.3% | 105,398 | $21.1M |
| American Century Companies Inc. | 0.01% | Reduce -32.7% | 100,997 | $20.2M |
| Citigroup Inc. | 0.02% | Add +491.2% | 100,746 | $20.1M |
| Rhumbline Advisers | 0.02% | Reduce -1.2% | 96,026 | $19.2M |
| STRS Ohio | 0.08% | Reduce -8.6% | 95,941 | $19.2M |
| Voloridge Investment Management, LLC | 0.07% | New | 95,210 | $19.0M |
| Twinbeech Capital LP | 0.34% | Add +4511.6% | 93,431 | $18.7M |
| Citadel Advisors | 0.02% | Add +228.2% | 92,953 | $18.6M |
| Cramer Rosenthal McGlynn LLC | 1.33% | Add +22.5% | 92,764 | $18.5M |
| National Bank of Canada | 0.02% | Add +11484.5% | 90,127 | $18.0M |
| Man Group plc | 0.05% | Reduce -18.8% | 89,335 | $17.8M |
| Engineers Gate Manager LP | 0.30% | Add +286.5% | 88,929 | $17.8M |
| Amundi | 0.01% | Add +184.7% | 98,857 | $17.6M |
| WCM Investment Management, LLC | 0.04% | Add +22.3% | 86,580 | $17.3M |
| Great Lakes Advisors, LLC | 0.15% | Reduce -3.4% | 85,709 | $17.1M |
| Schroder Investment Management Group | 0.02% | Reduce -31.4% | 81,622 | $16.3M |
| Fort Washington Investment Advisors Inc. | 0.10% | Add +9.2% | 79,480 | $15.9M |
| Basswood Capital Management, L.L.C. | 0.86% | No change | 76,420 | $15.3M |
| Empire Life Investments Inc. | 0.97% | New | 74,851 | $14.9M |
| Moran Wealth Management, LLC | 0.48% | Reduce -1.1% | 72,033 | $14.4M |
| Legal & General Group Plc | 0.00% | Add +3.3% | 71,955 | $14.4M |
| Agf Management Ltd. | 0.08% | Add +85.2% | 71,505 | $14.3M |
| Glenmede Trust Co. NA | 0.08% | Reduce -2.9% | 70,839 | $14.1M |
| Swiss National Bank | 0.01% | Reduce -2.1% | 70,100 | $14.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -3.7% | 69,890 | $14.0M |
| Trexquant Investment LP | 0.16% | Add +47.5% | 68,889 | $13.8M |
| Waratah Capital Advisors Ltd. | 0.94% | New | 68,828 | $13.7M |
| California Public Employees Retirement System | 0.01% | Reduce -5.0% | 67,020 | $13.4M |
| AE Wealth Management LLC | 0.11% | Add +19.4% | 63,868 | $12.8M |
| Canada Pension Plan Investment Board | 0.01% | Add +70.7% | 62,300 | $12.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +102.4% | 60,463 | $12.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.5% | 59,101 | $11.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 58,531 | $11.7M |
| Wells Fargo & Company | 0.00% | Reduce -25.0% | 58,281 | $11.6M |
| Peregrine Capital Management LLC | 0.37% | Add +35.8% | 56,552 | $11.3M |
| Holocene Advisors, LP | 0.03% | New | 56,545 | $11.3M |
| GW&K Investment Management, LLC | 0.10% | Reduce -0.6% | 56,168 | $11.2M |
| Jane Street Group, LLC | 0.02% | Add +75.5% | 54,506 | $10.9M |
| CCM Investment Advisers LLC | 1.31% | Reduce -8.8% | 53,438 | $10.7M |
| BNP Paribas Financial Markets | 0.01% | Add +269.7% | 49,923 | $10.0M |
| Nitorum Capital, L.P. | 1.37% | Reduce -20.9% | 48,828 | $9.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -5.6% | 47,896 | $9.6M |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.