EVERCORE INC - A (EVR) Institutional Shareholders
EVERCORE INC - A (EVR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $10.01B in EVR holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of EVR tracked by InsiderSet, reporting ownership valued at approximately $1.09B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.17B, representing an estimated gain of +7.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed EVR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in EVERCORE INC - A (EVR).
This page ranks the largest institutional EVR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
663
Total Reported Value
$10.01B
Largest Holder
Blackrock, Inc.
Largest Position
$1.09B
Insider Transactions (90d)
10
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 3,648,858 | $1,089,220,597 | $1,169,677,920 | +$80,457,323 | +7.39% | |
| Vanguard Portfolio Management Llc | 0.03% | 1,974,144 | $589,301,725 | $632,831,601 | +$43,529,876 | +7.39% | |
| Vanguard Capital Management Llc | 0.01% | 1,694,949 | $505,959,226 | $543,332,851 | +$37,373,625 | +7.39% | |
| Fmr Llc | 0.03% | 1,669,662 | $498,410,992 | $535,226,851 | +$36,815,859 | +7.39% | |
| Invesco Ltd. | 0.07% | 1,424,686 | $425,282,919 | $456,697,344 | +$31,414,425 | +7.39% | |
| Aqr Capital Management Llc | 0.18% | 1,316,852 | $388,063,045 | $422,130,077 | +$34,067,032 | +8.78% | |
| State Street Corp | 0.01% | 1,179,024 | $351,950,454 | $377,947,933 | +$25,997,479 | +7.39% | |
| Geode Capital Management, Llc | 0.02% | 1,043,338 | $311,496,497 | $334,452,429 | +$22,955,932 | +7.37% | |
| Td Asset Management Inc | 0.23% | 958,472 | $286,113,476 | $307,247,784 | +$21,134,308 | +7.39% | |
| Morgan Stanley | 0.02% | 917,801 | $273,973,577 | $294,210,289 | +$20,236,712 | +7.39% | |
| Wellington Management Group Llp | 0.03% | 623,259 | $186,049,045 | $199,791,905 | +$13,742,860 | +7.39% | |
| Boston Partners | 0.18% | 580,174 | $173,198,818 | $185,980,577 | +$12,781,759 | +7.38% | |
| Dimensional Fund Advisors Lp | 0.03% | 548,530 | $163,715,471 | $175,836,777 | +$12,121,306 | +7.40% | |
| Goldman Sachs Group Inc | 0.02% | 524,531 | $156,577,868 | $168,143,657 | +$11,565,789 | +7.39% | |
| Fisher Asset Management, Llc | 0.04% | 424,719 | $126,783,050 | $136,147,923 | +$9,364,873 | +7.39% | |
| Point72 Asset Management, L.P. | 0.20% | 390,584 | $116,593,230 | $125,205,607 | +$8,612,377 | +7.39% | |
| Balyasny Asset Management L.P. | 0.22% | 369,040 | $110,162,130 | $118,299,462 | +$8,137,332 | +7.39% | |
| Artemis Investment Management Llp | 0.96% | 315,762 | $107,813,777 | $101,220,667 | -$6,593,110 | -6.12% | |
| Northern Trust Corp | 0.01% | 357,164 | $106,617,025 | $114,492,492 | +$7,875,467 | +7.39% | |
| Primecap Management Co/Ca/ | 0.08% | 353,950 | $105,657,614 | $113,462,212 | +$7,804,598 | +7.39% | |
| Fuller & Thaler Asset Management, Inc. | 0.33% | 331,109 | $98,839,288 | $106,140,301 | +$7,301,013 | +7.39% | |
| Stephens Investment Management Group Llc | 1.04% | 282,832 | $96,570,158 | $90,664,626 | -$5,905,532 | -6.12% | |
| Bank Of New York Mellon Corp | 0.02% | 319,237 | $95,295,293 | $102,334,613 | +$7,039,320 | +7.39% | |
| Bnp Paribas Asset Management Holding S.A. | 0.11% | 318,967 | $95,214,839 | $102,248,062 | +$7,033,223 | +7.39% | |
| Paralel Advisors Llc | 3.72% | 300,000 | $89,553,000 | $96,168,000 | +$6,615,000 | +7.39% | |
| Ubs Group Ag | 0.02% | 292,605 | $87,345,519 | $93,797,459 | +$6,451,940 | +7.39% | |
| Charles Schwab Investment Management Inc | 0.01% | 275,310 | $82,182,788 | $88,253,374 | +$6,070,586 | +7.39% | |
| William Blair Investment Management, Llc | 0.25% | 256,476 | $76,560,567 | $82,215,947 | +$5,655,380 | +7.39% | |
| Qube Research & Technologies Ltd | 0.11% | 248,864 | $74,288,393 | $79,775,844 | +$5,487,451 | +7.39% | |
| Vanguard Fiduciary Trust Co | 0.02% | 239,104 | $71,374,935 | $76,647,178 | +$5,272,243 | +7.39% | |
| Bank Of America Corp | 0.01% | 234,689 | $70,056,900 | $75,231,906 | +$5,175,006 | +7.39% | |
| Arrowstreet Capital, Limited Partnership | 0.04% | 232,571 | $69,424,769 | $74,552,960 | +$5,128,191 | +7.39% | |
| Victory Capital Management Inc | 0.04% | 198,770 | $59,334,833 | $63,717,711 | +$4,382,878 | +7.39% | |
| Schroder Investment Management Group | 0.04% | 190,927 | $54,456,199 | $61,203,559 | +$6,747,360 | +12.39% | |
| Quantinno Capital Management Lp | 0.09% | 175,633 | $52,428,408 | $56,300,914 | +$3,872,506 | +7.39% | |
| Renaissance Technologies LLC | Jim Simons | 0.08% | 173,860 | $51,898,949 | $55,732,562 | +$3,833,613 | +7.39% |
| Rockefeller Capital Management L.P. | 0.09% | 173,133 | $51,682,046 | $55,499,514 | +$3,817,468 | +7.39% | |
| Timessquare Capital Management, Llc | 0.84% | 165,966 | $49,542,511 | $53,202,061 | +$3,659,550 | +7.39% | |
| Manufacturers Life Insurance Company, The | 0.04% | 161,805 | $48,300,411 | $51,868,211 | +$3,567,800 | +7.39% | |
| Longaeva Partners L.P. | 2.26% | 157,263 | $46,944,578 | $50,412,227 | +$3,467,649 | +7.39% | |
| Capital International Investors | 0.01% | 155,769 | $46,498,604 | $49,933,311 | +$3,434,707 | +7.39% | |
| Jacobs Levy Equity Management, Inc | 0.18% | 144,432 | $43,114,396 | $46,299,122 | +$3,184,726 | +7.39% | |
| Nomura Asset Management International Inc. | 0.07% | 141,624 | $42,276,000 | $45,398,989 | +$3,122,989 | +7.39% | |
| Franklin Resources Inc | 0.01% | 133,903 | $39,971,382 | $42,923,946 | +$2,952,564 | +7.39% | |
| Boston Trust Walden Corp | 0.30% | 115,831 | $39,549,337 | $37,130,785 | -$2,418,552 | -6.12% | |
| Janus Henderson Group Plc | 0.02% | 127,872 | $38,171,709 | $40,990,648 | +$2,818,939 | +7.38% | |
| Royce & Associates Lp | 0.37% | 126,617 | $37,796,441 | $40,588,346 | +$2,791,905 | +7.39% | |
| Ceredex Value Advisors Llc | 1.16% | 123,525 | $36,873,448 | $39,597,174 | +$2,723,726 | +7.39% | |
| Global Alpha Capital Management Ltd. | 2.13% | 118,857 | $35,480,003 | $38,100,800 | +$2,620,797 | +7.39% | |
| Canada Pension Plan Investment Board | 0.02% | 116,040 | $34,639,100 | $37,197,782 | +$2,558,682 | +7.39% |
Frequently asked questions about EVR
Who owns the most EVR stock?
The largest holders of EVR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EVERCORE INC - A (EVR).
Is EVR widely held by superinvestors?
Many widely followed stocks like EVR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EVR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.