Evercore Inc. Class AEVR
13F holders, Q2 2025 (June 30)566holders +14
109new positions
100sold out
7famous investors
$270.10avg. 13F price*
At the end of Q2 2025, 566 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 14 from Q1 2025. 109 opened new positions and 100 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($963.9M) and Boston Partners ($465.4M). 7 famous investors held it, including Lee Ainslie (0.7% of Maverick Capital's portfolio), Israel Englander (0.3% of Millennium Management's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).
- Company
- Evercore Inc. Class A
- CUSIP
- 29977A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $753.4M |
| Exits | 100 | $426.5M |
All 13F filers, Q1 2025 → Q2 2025: 8,302,230 shares bought and 7,004,022 shares sold, net +1,298,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.7% | 3,837,425 | $1.0B |
| BlackRock, Inc. | 0.02% | Reduce -0.0% | 3,569,824 | $963.9M |
| Boston Partners | 0.52% | Add +11.8% | 1,720,164 | $465.4M |
| Invesco Ltd. | 0.06% | Add +62.3% | 1,407,278 | $380.0M |
| Millennium Management | 0.31% | Add +104.4% | 1,246,759 | $336.6M |
| State Street Corp. | 0.01% | Reduce -0.8% | 1,129,645 | $305.0M |
| TD Asset Management Inc | 0.22% | Add +63.8% | 955,407 | $258.0M |
| AQR Capital Management | 0.20% | Add +79.5% | 872,844 | $235.7M |
| FMR LLC | 0.01% | Add +341.7% | 862,050 | $232.8M |
| Geode Capital Management, LLC | 0.02% | Add +7.7% | 831,588 | $224.6M |
| T. Rowe Price Associates Inc. | 0.02% | Add +27.5% | 654,335 | $176.7M |
| Morgan Stanley | 0.01% | Reduce -10.1% | 637,571 | $172.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +11.7% | 626,761 | $169.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.5% | 606,378 | $163.7M |
| Capital International Investors | 0.03% | New | 601,048 | $162.3M |
| Norges Bank | 0.02% | Add +16.5% | 581,678 | $157.1M |
| Wellington Management Group LLP | 0.03% | Add +232.4% | 563,617 | $152.2M |
| Bahl & Gaynor LLC | 0.63% | Add +3.8% | 464,592 | $125.4M |
| Eminence Capital, LP | 1.78% | Reduce -16.3% | 447,048 | $120.7M |
| William Blair Investment Management, LLC | 0.28% | New | 395,088 | $106.7M |
| Fuller & Thaler Asset Management, Inc. | 0.38% | Reduce -44.4% | 381,029 | $102.9M |
| Channing Capital Management, LLC | 2.73% | Add +886.3% | 363,702 | $98.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.8% | 362,151 | $97.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.7% | 357,686 | $96.6M |
| Fisher Asset Management | 0.03% | Reduce -10.0% | 319,773 | $86.3M |
| Northern Trust Corp. | 0.01% | Add +7.6% | 317,619 | $85.8M |
| Paralel Advisors LLC | 3.30% | No change | 300,000 | $81.0M |
| Stephens Investment Management Group LLC | 1.06% | Add +4.6% | 298,480 | $80.6M |
| Bank of America Corp. | 0.01% | Reduce -5.7% | 278,622 | $75.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -19.3% | 251,050 | $67.8M |
| Bain Capital Public Equity Management II, LLC | 3.16% | New | 247,444 | $66.8M |
| Primecap Management Co. | 0.05% | Reduce -8.5% | 230,720 | $62.3M |
| Macquarie Group Ltd. | 0.07% | Add +8.5% | 210,304 | $56.8M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +34.8% | 209,622 | $56.6M |
| Victory Capital Management Inc. | 0.04% | Add +91.3% | 203,731 | $55.0M |
| Boston Trust Walden Corp | 0.39% | Add +23.9% | 203,292 | $54.9M |
| Schroder Investment Management Group | 0.05% | Add +146.4% | 201,095 | $54.1M |
| Balyasny Asset Management L.P. | 0.12% | New | 195,785 | $52.9M |
| Raymond James Financial Inc. | 0.02% | Add +28.6% | 195,277 | $52.7M |
| Junto Capital Management LP | 1.11% | New | 194,482 | $52.5M |
| UBS Group AG | 0.01% | Reduce -76.3% | 185,322 | $50.0M |
| ProShare Advisors LLC | 0.09% | Add +63.7% | 176,211 | $47.6M |
| Holocene Advisors, LP | 0.12% | Add +206.4% | 173,271 | $46.8M |
| Maverick Capital | 0.70% | New | 169,745 | $45.8M |
| Global Alpha Capital Management Ltd. | 2.75% | Reduce -14.7% | 163,335 | $44.1M |
| Royce & Associates LP | 0.40% | Add +327.1% | 146,085 | $39.4M |
| Franklin Resources Inc. | 0.01% | Reduce -4.3% | 144,728 | $39.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.1% | 143,012 | $38.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +35.2% | 142,531 | $38.5M |
| Cramer Rosenthal McGlynn LLC | 2.47% | Add +43.2% | 132,847 | $35.9M |
| Ceredex Value Advisors LLC | 0.76% | Add +215.4% | 130,250 | $35.2M |
| Lord, Abbett & Co. LLC | 0.12% | Add +4.7% | 129,346 | $34.9M |
| Samlyn Capital, LLC | 0.49% | New | 124,703 | $33.7M |
| Retirement Systems of Alabama | 0.11% | Add +0.8% | 114,411 | $30.9M |
| WCM Investment Management, LLC | 0.07% | Add +27.5% | 110,404 | $29.7M |
| TimesSquare Capital Management, LLC | 0.41% | New | 105,350 | $28.4M |
| Braun Stacey Associates Inc. | 1.02% | Reduce -18.5% | 104,423 | $28.2M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.3% | 104,059 | $28.1M |
| New York State Common Retirement Fund | 0.04% | Add +373.4% | 102,067 | $27.6M |
| Basswood Capital Management, L.L.C. | 1.30% | Add +26.5% | 96,647 | $26.1M |
| Rhumbline Advisers | 0.02% | Add +0.5% | 96,474 | $26.0M |
| Quantinno Capital Management LP | 0.11% | Add +150.5% | 94,077 | $25.4M |
| STRS Ohio | 0.09% | Reduce -6.3% | 89,881 | $24.3M |
| Two Sigma Advisers, LP | 0.05% | Reduce -74.8% | 88,000 | $23.8M |
| Nuveen, LLC | 0.01% | Reduce -61.7% | 87,356 | $23.6M |
| Twin Tree Management, LP | 0.59% | New | 86,524 | $23.4M |
| Westwood Holdings Group Inc. | 0.16% | New | 82,846 | $22.4M |
| Fort Washington Investment Advisors Inc. | 0.13% | Add +4.0% | 82,670 | $22.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -88.1% | 81,959 | $22.1M |
| Sei Investments Co. | 0.02% | Add +177.6% | 77,861 | $21.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -64.0% | 70,803 | $19.1M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 69,100 | $18.7M |
| Glenmede Investment Management, LP | 0.09% | — | 68,630 | $18.5M |
| Treasurer of the State of North Carolina | 0.06% | Add +99.7% | 68,191 | $18.4M |
| Legal & General Group Plc | 0.00% | Reduce -5.7% | 67,857 | $18.3M |
| Canada Pension Plan Investment Board | 0.02% | Add +8.7% | 67,700 | $18.3M |
| State of Wisconsin Investment Board | 0.04% | Reduce -3.9% | 67,178 | $18.1M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 67,105 | $18.1M |
| Waratah Capital Advisors Ltd. | 1.20% | Reduce -4.9% | 65,470 | $17.7M |
| Kettle Hill Capital Management, LLC | 4.09% | New | 65,451 | $17.7M |
| Granite Investment Partners, LLC | 0.85% | New | 64,690 | $17.5M |
| Empire Life Investments Inc. | 1.08% | Reduce -15.5% | 63,264 | $17.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.2% | 58,417 | $15.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.6% | 58,152 | $15.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.0% | 57,916 | $15.6M |
| Epoch Investment Partners, Inc. | 0.08% | Reduce -58.6% | 56,722 | $15.3M |
| GW&K Investment Management, LLC | 0.14% | Reduce -0.1% | 56,122 | $15.2M |
| CCM Investment Advisers LLC | 1.63% | Add +4.9% | 56,057 | $15.1M |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 56,010 | $15.1M |
| Ieq Capital, LLC | 0.09% | Add +245.3% | 54,716 | $14.8M |
| Susquehanna Portfolio Strategies, LLC | 0.32% | New | 54,206 | $14.6M |
| Man Group plc | 0.03% | Reduce -40.1% | 53,521 | $14.5M |
| Royal Bank of Canada | 0.00% | Add +46.0% | 52,187 | $14.1M |
| American Century Companies Inc. | 0.01% | Reduce -50.6% | 49,864 | $13.5M |
| Agf Management Ltd. | 0.06% | Reduce -30.6% | 49,603 | $13.4M |
| Janus Henderson Group PLC | 0.01% | Add +203.9% | 48,520 | $13.1M |
| PEAK6 LLC | 0.44% | Add +403.6% | 48,396 | $13.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.6% | 47,596 | $12.9M |
| Intech Investment Management LLC | 0.12% | Add +2.0% | 47,592 | $12.9M |
| Russell Investments Group, Ltd. | 0.02% | Add +50.4% | 47,396 | $12.8M |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.