Evercore Inc. Class AEVR
13F holders, Q1 2026 (March 31)656holders +21
93new positions
73sold out
8famous investors
$298.18avg. 13F price*
At the end of Q1 2026, 656 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 21 from Q4 2025. 93 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Portfolio Management LLC ($589.3M) and Vanguard Capital Management LLC ($506.0M). 8 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $494.0M |
| Exits | 73 | $201.3M |
All 13F filers, Q4 2025 → Q1 2026: 6,076,272 shares bought and 5,326,549 shares sold, net +749,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 656 holders
| BlackRock, Inc. | 0.02% | Add +5.5% | 3,648,858 | $1.1B |
| Vanguard Portfolio Management LLC | 0.03% | — | 1,974,144 | $589.3M |
| Vanguard Capital Management LLC | 0.01% | — | 1,694,949 | $506.0M |
| FMR LLC | 0.03% | Add +32.9% | 1,669,662 | $498.4M |
| Invesco Ltd. | 0.04% | Add +6.0% | 1,424,686 | $425.3M |
| AQR Capital Management | 0.18% | Add +53.5% | 1,316,852 | $388.1M |
| State Street Corp. | 0.01% | Add +1.7% | 1,179,024 | $352.0M |
| Geode Capital Management, LLC | 0.02% | Add +12.8% | 1,043,338 | $311.5M |
| TD Asset Management Inc | 0.23% | Reduce -21.1% | 958,472 | $286.1M |
| Morgan Stanley | 0.02% | Add +33.7% | 917,801 | $274.0M |
| Wellington Management Group LLP | 0.03% | Reduce -67.7% | 623,259 | $186.0M |
| Boston Partners | 0.18% | Reduce -29.6% | 580,174 | $173.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.1% | 548,530 | $163.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +19.5% | 524,531 | $156.6M |
| JPMorgan Chase & Co. | 0.01% | Add +7.2% | 468,882 | $133.7M |
| Fisher Asset Management | 0.04% | Add +32.8% | 424,719 | $126.8M |
| Bahl & Gaynor LLC | 0.60% | Reduce -4.7% | 401,833 | $120.0M |
| Point72 Asset Management | 0.21% | New | 390,584 | $116.6M |
| Balyasny Asset Management L.P. | 0.23% | Add +700.4% | 369,040 | $110.2M |
| Northern Trust Corp. | 0.01% | Add +11.5% | 357,164 | $106.6M |
| Primecap Management Co. | 0.08% | Add +60.9% | 353,950 | $105.7M |
| Fuller & Thaler Asset Management, Inc. | 0.33% | Add +19.9% | 331,109 | $98.8M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -47.1% | 326,665 | $97.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.3% | 319,237 | $95.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.11% | Add +54.4% | 318,967 | $95.2M |
| Paralel Advisors LLC | 3.72% | No change | 300,000 | $89.6M |
| UBS Group AG | 0.02% | Reduce -16.8% | 292,605 | $87.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.0% | 275,310 | $82.2M |
| Artemis Investment Management LLP | 0.87% | Add +33.8% | 275,182 | $82.1M |
| Stephens Investment Management Group LLC | 1.06% | Add +6.0% | 259,808 | $77.6M |
| William Blair Investment Management, LLC | 0.25% | Reduce -22.5% | 256,476 | $76.6M |
| Qube Research & Technologies Ltd | 0.11% | Add +6865.1% | 248,864 | $74.3M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 239,104 | $71.4M |
| Bank of America Corp. | 0.01% | Reduce -2.9% | 234,689 | $70.1M |
| Arrowstreet Capital, Limited Partnership | 0.04% | New | 232,571 | $69.4M |
| Victory Capital Management Inc. | 0.04% | Add +4.1% | 198,770 | $59.3M |
| Schroder Investment Management Group | 0.04% | Add +13.4% | 190,927 | $54.5M |
| Quantinno Capital Management LP | 0.09% | Add +54.8% | 175,633 | $52.4M |
| Renaissance Technologies | 0.08% | Add +1178.4% | 173,860 | $51.9M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -1.1% | 173,133 | $51.7M |
| TimesSquare Capital Management, LLC | 0.84% | Reduce -1.6% | 165,966 | $49.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -0.2% | 161,805 | $48.3M |
| Longaeva Partners L.P. | 2.26% | New | 157,263 | $46.9M |
| Capital International Investors | 0.01% | Reduce -6.6% | 155,769 | $46.5M |
| Jacobs Levy Equity Management, Inc. | 0.18% | New | 144,432 | $43.1M |
| Nomura Asset Management International Inc. | 0.07% | Reduce -33.1% | 141,624 | $42.3M |
| TD Waterhouse Canada Inc. | 0.12% | Add +906.9% | 136,010 | $40.9M |
| Franklin Resources Inc. | 0.01% | Reduce -12.3% | 133,903 | $40.0M |
| Janus Henderson Group PLC | 0.02% | Add +37.4% | 127,872 | $38.2M |
| Royce & Associates LP | 0.37% | Add +32.0% | 126,617 | $37.8M |
| Ceredex Value Advisors LLC | 1.16% | Add +23.1% | 123,525 | $36.9M |
| Global Alpha Capital Management Ltd. | 2.13% | Reduce -0.7% | 118,857 | $35.5M |
| Canada Pension Plan Investment Board | 0.02% | Add +34.1% | 116,040 | $34.6M |
| Marshall Wace, LLP | 0.04% | New | 109,630 | $32.7M |
| Westwood Holdings Group Inc. | 0.24% | Add +49.4% | 108,256 | $32.3M |
| Braun Stacey Associates Inc. | 1.07% | Reduce -2.2% | 107,968 | $32.2M |
| Holocene Advisors, LP | 0.08% | Reduce -55.0% | 107,831 | $32.2M |
| Allianz Asset Management GmbH | 0.04% | Add +159.4% | 106,178 | $31.7M |
| SG Americas Securities, LLC | 0.03% | Add +3886.3% | 103,006 | $30.7M |
| Two Sigma Investments, LP | 0.03% | Add +1013.9% | 101,485 | $30.3M |
| Retirement Systems of Alabama | 0.10% | Add +1.0% | 100,589 | $30.0M |
| Rhumbline Advisers | 0.03% | Add +1.8% | 100,437 | $30.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -31.7% | 100,242 | $29.7M |
| WCM Investment Management, LLC | 0.07% | Reduce -3.5% | 100,148 | $28.6M |
| Ieq Capital, LLC | 0.13% | Add +28.1% | 94,874 | $28.3M |
| Lord, Abbett & Co. LLC | 0.09% | Reduce -75.9% | 91,902 | $27.4M |
| Bridgewater Associates | 0.12% | Reduce -16.6% | 90,438 | $27.0M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 89,900 | $26.8M |
| Engineers Gate Manager LP | 0.33% | Add +129.0% | 88,415 | $26.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.9% | 87,293 | $26.1M |
| Principal Financial Group Inc. | 0.01% | Add +2.1% | 86,286 | $25.8M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +8.1% | 85,197 | $25.4M |
| American Century Companies Inc. | 0.01% | Reduce -25.1% | 83,303 | $24.9M |
| Russell Investments Group, Ltd. | 0.03% | Add +204.8% | 78,241 | $23.3M |
| Swiss National Bank | 0.01% | Add +0.6% | 76,560 | $22.9M |
| Neuberger Berman Group LLC | 0.02% | Reduce -58.3% | 75,135 | $22.4M |
| Junto Capital Management LP | 0.47% | Reduce -66.3% | 74,760 | $22.3M |
| Sei Investments Co. | 0.02% | Add +21.1% | 74,402 | $22.2M |
| Nuveen, LLC | 0.01% | Add +0.0% | 73,400 | $21.9M |
| California Public Employees Retirement System | 0.01% | Add +3.9% | 72,919 | $21.8M |
| ProShare Advisors LLC | 0.03% | Reduce -33.0% | 70,116 | $20.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.6% | 61,043 | $20.8M |
| Millennium Management | 0.02% | Reduce -87.1% | 69,158 | $20.6M |
| Macquarie Group Ltd. | 0.12% | Reduce -66.8% | 66,537 | $19.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.9% | 66,536 | $19.9M |
| Citadel Advisors | 0.01% | Reduce -25.0% | 66,075 | $19.7M |
| Public Employees Retirement Association of Colorado | 0.08% | Add +1571.3% | 64,882 | $19.4M |
| Treasurer of the State of North Carolina | 0.06% | Add +8.5% | 63,080 | $18.8M |
| Cerity Partners LLC | 0.03% | Add +25.6% | 61,453 | $18.3M |
| Boston Trust Walden Corp | 0.15% | New | 61,316 | $18.3M |
| GW&K Investment Management, LLC | 0.16% | Add +5.8% | 59,232 | $17.7M |
| Agf Management Ltd. | 0.08% | Reduce -2.4% | 58,508 | $17.5M |
| Cookson Peirce & Co. Inc. | 0.73% | Reduce -1.4% | 57,450 | $17.1M |
| Deutsche Bank AG | 0.01% | Add +317.4% | 57,094 | $17.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -10.2% | 56,997 | $17.0M |
| Ameriprise Financial Inc. | 0.00% | Add +2.2% | 55,954 | $16.7M |
| Amundi | 0.00% | Add +435.6% | 55,529 | $16.6M |
| CCM Investment Advisers LLC | 1.57% | Reduce -1.6% | 54,963 | $16.4M |
| Legal & General Group Plc | 0.00% | Reduce -8.3% | 54,895 | $16.4M |
| STRS Ohio | 0.07% | Reduce 0.0% | 54,882 | $16.4M |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.