Evercore Inc. Class AEVR
13F holders, Q4 2025 (December 31)635holders +7
61new positions
68sold out
7famous investors
$340.26avg. 13F price*
At the end of Q4 2025, 635 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 7 from Q3 2025. 61 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($1.2B) and Wellington Management Group LLP ($657.2M). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Evercore Inc. Class A
- CUSIP
- 29977A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $142.2M |
| Exits | 68 | $318.1M |
All 13F filers, Q3 2025 → Q4 2025: 2,724,885 shares bought and 3,286,085 shares sold, net −561,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 635 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.6% | 3,840,147 | $1.3B |
| BlackRock, Inc. | 0.02% | Add +0.1% | 3,459,048 | $1.2B |
| Wellington Management Group LLP | 0.12% | Reduce -4.5% | 1,931,374 | $657.2M |
| Invesco Ltd. | 0.04% | Reduce -0.7% | 1,343,826 | $457.2M |
| FMR LLC | 0.02% | Add +47.7% | 1,256,242 | $427.4M |
| TD Asset Management Inc | 0.33% | Add +2.7% | 1,214,726 | $413.3M |
| State Street Corp. | 0.01% | Reduce -1.4% | 1,159,743 | $394.6M |
| Geode Capital Management, LLC | 0.02% | Reduce -1.7% | 924,900 | $314.8M |
| AQR Capital Management | 0.15% | Reduce -11.3% | 857,965 | $291.9M |
| Boston Partners | 0.29% | Reduce -34.0% | 824,360 | $280.5M |
| Morgan Stanley | 0.01% | Add +10.7% | 686,603 | $233.6M |
| T. Rowe Price Associates Inc. | 0.02% | Add +0.9% | 617,332 | $210.0M |
| Millennium Management | 0.14% | Add +119.0% | 536,646 | $182.6M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.5% | 531,976 | $181.0M |
| Norges Bank | 0.02% | — | 482,617 | $164.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +34.4% | 438,846 | $149.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.6% | 437,506 | $148.9M |
| Bahl & Gaynor LLC | 0.73% | Reduce -5.1% | 421,568 | $143.4M |
| Lord, Abbett & Co. LLC | 0.42% | Add +7.8% | 381,901 | $129.9M |
| UBS Group AG | 0.02% | Reduce -12.6% | 351,784 | $119.7M |
| William Blair Investment Management, LLC | 0.31% | Reduce -11.3% | 331,027 | $112.6M |
| Northern Trust Corp. | 0.01% | Reduce -3.9% | 320,435 | $109.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -10.3% | 320,103 | $108.9M |
| Fisher Asset Management | 0.04% | Reduce -1.6% | 319,805 | $108.8M |
| Paralel Advisors LLC | 3.97% | No change | 300,000 | $102.1M |
| Fuller & Thaler Asset Management, Inc. | 0.32% | Reduce -10.5% | 276,075 | $93.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 267,190 | $90.9M |
| Stephens Investment Management Group LLC | 1.09% | Reduce -0.1% | 245,062 | $83.4M |
| Bank of America Corp. | 0.01% | Reduce -8.8% | 241,610 | $82.2M |
| Holocene Advisors, LP | 0.17% | Add +2313.9% | 239,600 | $81.5M |
| Junto Capital Management LP | 1.69% | Add +190.1% | 221,995 | $75.5M |
| Primecap Management Co. | 0.06% | Reduce -1.9% | 220,050 | $74.9M |
| Channing Capital Management, LLC | 1.92% | Reduce -17.5% | 219,728 | $74.8M |
| Nomura Asset Management International Inc. | 0.11% | — | 211,742 | $72.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Add +17.4% | 206,557 | $70.3M |
| Artemis Investment Management LLP | 0.85% | Add +84.2% | 205,687 | $70.0M |
| Macquarie Group Ltd. | 0.30% | Reduce -4.7% | 200,496 | $68.2M |
| Victory Capital Management Inc. | 0.04% | Reduce -9.9% | 190,986 | $65.0M |
| Neuberger Berman Group LLC | 0.05% | Add +179.2% | 180,304 | $61.3M |
| Rockefeller Capital Management L.P. | 0.11% | Add +73.3% | 175,092 | $59.6M |
| Schroder Investment Management Group | 0.04% | Reduce -6.6% | 168,340 | $57.8M |
| TimesSquare Capital Management, LLC | 0.86% | Add +13.4% | 168,674 | $57.4M |
| Capital International Investors | 0.01% | Reduce -72.4% | 166,790 | $56.8M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -4.7% | 162,112 | $55.2M |
| Franklin Resources Inc. | 0.01% | Reduce -0.9% | 152,595 | $51.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -25.6% | 146,679 | $49.9M |
| Tremblant Capital Group | 1.26% | Add +876.9% | 145,646 | $49.6M |
| Global Alpha Capital Management Ltd. | 2.48% | Reduce -26.3% | 119,657 | $40.7M |
| Azora Capital LP | 2.53% | Reduce -8.4% | 118,110 | $40.2M |
| Quantinno Capital Management LP | 0.08% | Add +1.7% | 113,479 | $38.6M |
| American Century Companies Inc. | 0.02% | Add +116.8% | 111,164 | $37.8M |
| Braun Stacey Associates Inc. | 1.22% | Add +1.3% | 110,391 | $37.6M |
| Bridgewater Associates | 0.13% | Add +52.1% | 108,425 | $36.9M |
| WCM Investment Management, LLC | 0.07% | Reduce -5.5% | 103,822 | $35.7M |
| ProShare Advisors LLC | 0.06% | Reduce -10.4% | 104,670 | $35.6M |
| Covea Finance | 1.16% | Add +89.6% | 103,900 | $35.4M |
| Ceredex Value Advisors LLC | 1.03% | Add +36.6% | 100,310 | $34.1M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.3% | 99,592 | $33.9M |
| Rhumbline Advisers | 0.03% | Reduce -0.9% | 98,631 | $33.6M |
| Royce & Associates LP | 0.33% | Reduce -22.2% | 95,948 | $32.6M |
| Walleye Capital LLC | 0.20% | Add +1.0% | 94,506 | $32.2M |
| Janus Henderson Group PLC | 0.01% | Add +33.2% | 93,055 | $31.7M |
| Citadel Advisors | 0.02% | New | 88,142 | $30.0M |
| Driehaus Capital Management LLC | 0.20% | Add +134.7% | 86,785 | $29.5M |
| Canada Pension Plan Investment Board | 0.02% | Add +13.5% | 86,520 | $29.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -10.0% | 84,859 | $28.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.1% | 84,479 | $28.7M |
| Cramer Rosenthal McGlynn LLC | 1.82% | Reduce -25.0% | 82,902 | $28.2M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +2.2% | 78,805 | $26.8M |
| Swiss National Bank | 0.02% | Add +1.4% | 76,080 | $25.9M |
| Ieq Capital, LLC | 0.08% | Reduce -3.7% | 74,051 | $25.2M |
| Nuveen, LLC | 0.01% | Reduce -16.7% | 73,392 | $25.0M |
| Westwood Holdings Group Inc. | 0.20% | Reduce -0.8% | 72,439 | $24.6M |
| Interval Partners, LP | 0.57% | New | 71,385 | $24.3M |
| New York State Common Retirement Fund | 0.03% | Reduce -13.7% | 71,128 | $24.2M |
| California Public Employees Retirement System | 0.01% | Add +2.6% | 70,164 | $23.9M |
| Basswood Capital Management, L.L.C. | 1.05% | No change | 69,797 | $23.7M |
| Jain Global LLC | 0.23% | New | 66,650 | $22.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.8% | 65,295 | $22.2M |
| State of Wisconsin Investment Board | 0.05% | Reduce -9.5% | 63,495 | $21.6M |
| Sei Investments Co. | 0.02% | Reduce -18.6% | 61,435 | $20.9M |
| Alliancebernstein L.P. | 0.01% | Add +1.3% | 61,399 | $20.9M |
| Agf Management Ltd. | 0.09% | Add +20.7% | 59,927 | $20.4M |
| Legal & General Group Plc | 0.00% | Reduce -12.5% | 59,865 | $20.4M |
| Cookson Peirce & Co. Inc. | 0.82% | Reduce -1.7% | 58,286 | $19.8M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -2.0% | 58,135 | $19.8M |
| GW&K Investment Management, LLC | 0.16% | Reduce -0.1% | 55,999 | $19.1M |
| CCM Investment Advisers LLC | 1.82% | Add +0.1% | 55,862 | $19.0M |
| STRS Ohio | 0.07% | Add +0.0% | 54,883 | $18.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 54,755 | $18.6M |
| Susquehanna Portfolio Strategies, LLC | 0.28% | No change | 54,206 | $18.4M |
| Epoch Investment Partners, Inc. | 0.10% | Reduce -5.0% | 53,907 | $18.3M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +639.1% | 53,638 | $18.3M |
| Empire Life Investments Inc. | 1.00% | Reduce -17.4% | 52,341 | $17.8M |
| Marsico Capital Management LLC | 0.48% | No change | 50,839 | $17.3M |
| Cerity Partners LLC | 0.02% | Reduce -2.2% | 48,943 | $16.7M |
| New York State Teachers Retirement System | 0.03% | Add +4.0% | 48,162 | $16.4M |
| Los Angeles Capital Management LLC | 0.06% | Reduce -0.0% | 56,034 | $16.3M |
| Thames Capital Management LLC | 2.32% | No change | 46,881 | $16.0M |
| Wells Fargo & Company | 0.00% | Reduce -6.3% | 46,842 | $15.9M |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.