Evercore Inc. Class AEVR
13F holders, Q3 2025 (September 30)628holders +62
123new positions
54sold out
6famous investors
$337.23avg. 13F price*
At the end of Q3 2025, 628 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 62 from Q2 2025. 123 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($1.2B) and Wellington Management Group LLP ($682.6M). 6 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Evercore Inc. Class A
- CUSIP
- 29977A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $281.6M |
| Exits | 54 | $301.4M |
All 13F filers, Q2 2025 → Q3 2025: 4,474,972 shares bought and 4,905,097 shares sold, net −430,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 628 holders
| Vanguard Group Inc. | 0.02% | Add +1.7% | 3,902,188 | $1.3B |
| BlackRock, Inc. | 0.02% | Reduce -3.2% | 3,455,570 | $1.2B |
| Wellington Management Group LLP | 0.12% | Add +259.0% | 2,023,520 | $682.6M |
| Invesco Ltd. | 0.07% | Reduce -3.8% | 1,353,174 | $456.5M |
| Boston Partners | 0.43% | Reduce -27.4% | 1,248,973 | $421.2M |
| TD Asset Management Inc | 0.32% | Add +23.8% | 1,182,456 | $398.9M |
| State Street Corp. | 0.01% | Add +4.1% | 1,176,347 | $396.8M |
| AQR Capital Management | 0.21% | Add +10.9% | 967,804 | $326.5M |
| Geode Capital Management, LLC | 0.02% | Add +13.1% | 940,467 | $317.3M |
| FMR LLC | 0.01% | Reduce -1.4% | 850,442 | $286.9M |
| Morgan Stanley | 0.01% | Reduce -2.7% | 620,076 | $209.2M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -6.5% | 611,819 | $206.4M |
| Capital International Investors | 0.03% | Add +0.6% | 604,767 | $204.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -16.4% | 524,297 | $176.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -14.6% | 518,093 | $174.8M |
| Bahl & Gaynor LLC | 0.74% | Reduce -4.4% | 444,022 | $149.8M |
| Bain Capital Public Equity Management II, LLC | 6.85% | Add +75.5% | 434,209 | $146.5M |
| UBS Group AG | 0.03% | Add +117.3% | 402,692 | $135.8M |
| William Blair Investment Management, LLC | 0.33% | Reduce -5.5% | 373,148 | $125.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.2% | 356,869 | $120.4M |
| Lord, Abbett & Co. LLC | 0.37% | Add +173.8% | 354,108 | $119.4M |
| Northern Trust Corp. | 0.01% | Add +5.0% | 333,474 | $112.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +30.1% | 326,493 | $110.1M |
| Fisher Asset Management | 0.04% | Add +1.7% | 325,179 | $109.7M |
| Fuller & Thaler Asset Management, Inc. | 0.35% | Reduce -19.1% | 308,401 | $104.0M |
| Paralel Advisors LLC | 3.94% | No change | 300,000 | $101.2M |
| Channing Capital Management, LLC | 2.37% | Reduce -26.7% | 266,466 | $89.9M |
| Bank of America Corp. | 0.01% | Reduce -4.9% | 264,916 | $89.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -27.3% | 263,164 | $88.8M |
| Stephens Investment Management Group LLC | 1.07% | Reduce -17.8% | 245,310 | $82.7M |
| Millennium Management | 0.07% | Reduce -80.3% | 245,071 | $82.7M |
| Primecap Management Co. | 0.06% | Reduce -2.8% | 224,350 | $75.7M |
| Victory Capital Management Inc. | 0.04% | Add +4.1% | 212,048 | $71.5M |
| Macquarie Group Ltd. | 0.08% | Add +0.1% | 210,481 | $71.0M |
| Raymond James Financial Inc. | 0.02% | Add +1.0% | 197,244 | $66.5M |
| Schroder Investment Management Group | 0.05% | Reduce -10.3% | 180,309 | $61.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.15% | Add +148.6% | 175,992 | $59.4M |
| Balyasny Asset Management L.P. | 0.12% | Reduce -11.7% | 172,876 | $58.3M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -18.9% | 170,085 | $57.4M |
| Global Alpha Capital Management Ltd. | 3.13% | Reduce -0.6% | 162,435 | $54.8M |
| Artisan Partners Limited Partnership | 0.08% | New | 160,544 | $54.2M |
| Franklin Resources Inc. | 0.01% | Add +6.4% | 154,037 | $52.0M |
| TimesSquare Capital Management, LLC | 0.72% | Add +41.1% | 148,686 | $50.2M |
| Azora Capital LP | 2.02% | New | 128,954 | $43.5M |
| Royce & Associates LP | 0.41% | Reduce -15.6% | 123,333 | $41.6M |
| ProShare Advisors LLC | 0.08% | Reduce -33.7% | 116,866 | $39.4M |
| Artemis Investment Management LLP | 0.47% | New | 111,644 | $37.7M |
| Quantinno Capital Management LP | 0.10% | Add +18.6% | 111,578 | $37.6M |
| WCM Investment Management, LLC | 0.08% | Reduce -0.5% | 109,840 | $37.4M |
| Cramer Rosenthal McGlynn LLC | 2.40% | Reduce -16.8% | 110,575 | $37.3M |
| Braun Stacey Associates Inc. | 1.20% | Add +4.4% | 108,983 | $36.8M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.9% | 101,049 | $34.1M |
| Retirement Systems of Alabama | 0.11% | Reduce -12.7% | 99,839 | $33.7M |
| Rhumbline Advisers | 0.03% | Add +3.1% | 99,501 | $33.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -33.8% | 94,309 | $31.8M |
| Walleye Capital LLC | 0.28% | Add +169.2% | 93,540 | $31.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -38.4% | 88,107 | $29.7M |
| Nuveen, LLC | 0.01% | Add +0.9% | 88,104 | $29.7M |
| New York State Common Retirement Fund | 0.04% | Reduce -19.3% | 82,395 | $27.8M |
| Fort Washington Investment Advisors Inc. | 0.14% | Reduce -6.8% | 77,082 | $26.0M |
| Ieq Capital, LLC | 0.08% | Add +40.6% | 76,922 | $25.9M |
| Junto Capital Management LP | 0.54% | Reduce -60.7% | 76,518 | $25.8M |
| Canada Pension Plan Investment Board | 0.02% | Add +12.6% | 76,207 | $25.7M |
| Sei Investments Co. | 0.03% | Reduce -3.1% | 75,430 | $25.4M |
| Swiss National Bank | 0.01% | Add +8.5% | 75,000 | $25.3M |
| Ceredex Value Advisors LLC | 0.57% | Reduce -43.6% | 73,425 | $24.8M |
| Westwood Holdings Group Inc. | 0.18% | Reduce -11.9% | 73,015 | $24.6M |
| Bridgewater Associates | 0.09% | Add +1402.9% | 71,283 | $24.0M |
| State of Wisconsin Investment Board | 0.05% | Add +4.5% | 70,171 | $23.7M |
| Janus Henderson Group PLC | 0.01% | Add +44.0% | 69,856 | $23.6M |
| Basswood Capital Management, L.L.C. | 1.09% | Reduce -27.8% | 69,797 | $23.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.7% | 69,321 | $23.4M |
| Legal & General Group Plc | 0.01% | Add +0.8% | 68,393 | $23.1M |
| California Public Employees Retirement System | 0.01% | Add +1.9% | 68,359 | $23.1M |
| Kettle Hill Capital Management, LLC | 5.01% | Add +0.9% | 66,047 | $22.3M |
| Neuberger Berman Group LLC | 0.02% | Add +1056.8% | 64,585 | $21.8M |
| Empire Life Investments Inc. | 1.25% | Add +0.2% | 63,384 | $21.4M |
| Barclays PLC | 0.01% | Add +155.6% | 63,118 | $21.3M |
| Alliancebernstein L.P. | 0.01% | Add +3.8% | 60,619 | $20.4M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -13.0% | 59,351 | $20.0M |
| Cookson Peirce & Co. Inc. | 0.82% | Add +5981.4% | 59,294 | $20.0M |
| Two Sigma Advisers, LP | 0.04% | Reduce -34.0% | 58,100 | $19.6M |
| Man Group plc | 0.04% | Add +6.5% | 57,024 | $19.2M |
| Epoch Investment Partners, Inc. | 0.11% | Add +0.1% | 56,768 | $19.1M |
| Los Angeles Capital Management LLC | 0.06% | New | 56,057 | $18.9M |
| GW&K Investment Management, LLC | 0.17% | Reduce -0.1% | 56,055 | $18.9M |
| CCM Investment Advisers LLC | 1.86% | Reduce -0.4% | 55,812 | $18.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 55,151 | $18.6M |
| STRS Ohio | 0.07% | Reduce -38.9% | 54,881 | $18.5M |
| Covea Finance | 0.64% | New | 54,800 | $18.5M |
| Susquehanna Portfolio Strategies, LLC | 0.29% | No change | 54,206 | $18.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 52,018 | $17.5M |
| American Century Companies Inc. | 0.01% | Add +2.8% | 51,262 | $17.3M |
| Marsico Capital Management LLC | 0.44% | New | 50,839 | $17.1M |
| Cerity Partners LLC | 0.03% | Add +21.3% | 50,065 | $16.9M |
| Wells Fargo & Company | 0.00% | Reduce -10.8% | 49,985 | $16.9M |
| Agf Management Ltd. | 0.07% | Add +0.1% | 49,636 | $16.7M |
| Russell Investments Group, Ltd. | 0.02% | Add +3.7% | 49,170 | $16.6M |
| Allianz Asset Management GmbH | 0.02% | Add +8.1% | 48,332 | $16.3M |
| Thames Capital Management LLC | 2.30% | Add +119.6% | 46,881 | $15.8M |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.