EVR Institutional Ownership & Shareholders
EVERCORE INC - A (EVR) is currently held by 677 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.90B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of EVR tracked by InsiderSet, reporting ownership valued at approximately $1.27B in its June 30, 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 $1.11B, representing an estimated loss of -12.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed EVR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Aqr 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
677
Total Reported Value
$11.90B
Largest Holder
Blackrock, Inc.
Largest Position
$1.27B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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% | 3,715,623 | $1,268,662,228 | $1,105,732,249 | -$162,929,979 | -12.84% | |
| Vanguard Portfolio Management Llc | 0.03% | 1,956,150 | $667,907,856 | $582,130,679 | -$85,777,178 | -12.84% | |
| Aqr Capital Management Llc | 0.20% | 1,710,982 | $584,197,541 | $509,171,133 | -$75,026,408 | -12.84% | |
| Vanguard Capital Management Llc | 0.01% | 1,680,210 | $573,690,902 | $500,013,694 | -$73,677,208 | -12.84% | |
| Invesco Ltd. | 0.04% | 1,602,673 | $547,216,798 | $476,939,458 | -$70,277,340 | -12.84% | |
| State Street Corp | 0.01% | 1,206,119 | $411,817,271 | $358,928,953 | -$52,888,318 | -12.84% | |
| Fmr Llc | 0.02% | 1,132,481 | $386,674,023 | $337,015,021 | -$49,659,002 | -12.84% | |
| Geode Capital Management, Llc | 0.02% | 1,098,427 | $375,109,792 | $326,880,891 | -$48,228,901 | -12.86% | |
| Morgan Stanley | 0.01% | 803,015 | $274,182,375 | $238,969,234 | -$35,213,141 | -12.84% | |
| Millennium Management Llc | 0.15% | 637,464 | $217,655,708 | $189,702,912 | -$27,952,796 | -12.84% | |
| Wellington Management Group Llp | 0.04% | 624,987 | $213,395,561 | $185,989,881 | -$27,405,680 | -12.84% | |
| Boston Partners | 0.19% | 614,517 | $209,823,740 | $182,874,114 | -$26,949,626 | -12.84% | |
| Td Asset Management Inc | 0.18% | 609,109 | $207,974,177 | $181,264,747 | -$26,709,430 | -12.84% | |
| Dimensional Fund Advisors Lp | 0.03% | 556,420 | $189,970,094 | $165,585,028 | -$24,385,066 | -12.84% | |
| Ubs Group Ag | 0.03% | 503,403 | $171,881,920 | $149,807,699 | -$22,074,221 | -12.84% | |
| Fisher Asset Management, Llc | 0.04% | 423,875 | $144,728,088 | $126,140,961 | -$18,587,127 | -12.84% | |
| Norges Bank | 0.01% | 417,041 | $142,394,479 | $124,107,231 | -$18,287,248 | -12.84% | |
| Jpmorgan Chase & Co | 0.01% | 409,197 | $137,519,042 | $121,772,935 | -$15,746,107 | -11.45% | |
| Bahl & Gaynor Inc | 0.62% | 395,493 | $135,037,130 | $117,694,762 | -$17,342,368 | -12.84% | |
| Bnp Paribas Asset Management Holding S.A. | 0.13% | 393,112 | $134,224,161 | $116,986,200 | -$17,237,961 | -12.84% | |
| Primecap Management Co/Ca/ | 0.08% | 376,150 | $128,432,656 | $111,938,478 | -$16,494,178 | -12.84% | |
| Northern Trust Corp | 0.01% | 353,320 | $120,637,581 | $105,144,499 | -$15,493,082 | -12.84% | |
| Goldman Sachs Group Inc | 0.01% | 349,683 | $119,395,883 | $104,062,164 | -$15,333,719 | -12.84% | |
| Arrowstreet Capital, Limited Partnership | 0.05% | 347,147 | $118,529,872 | $103,307,476 | -$15,222,396 | -12.84% | |
| Point72 Asset Management, L.P. | 0.18% | 344,521 | $117,633,250 | $102,526,004 | -$15,107,246 | -12.84% | |
| Capital International Investors | 0.02% | 324,747 | $110,881,616 | $96,641,460 | -$14,240,156 | -12.84% | |
| Fuller & Thaler Asset Management, Inc. | 0.29% | 310,105 | $105,882,317 | $92,284,147 | -$13,598,170 | -12.84% | |
| Bank Of New York Mellon Corp | 0.02% | 302,828 | $103,397,520 | $90,118,585 | -$13,278,935 | -12.84% | |
| Paralel Advisors Llc | 3.96% | 300,000 | $102,432,000 | $89,277,000 | -$13,155,000 | -12.84% | |
| Stephens Investment Management Group Llc | 1.04% | 282,832 | $96,570,158 | $84,167,975 | -$12,402,183 | -12.84% | |
| Charles Schwab Investment Management Inc | 0.01% | 275,398 | $94,031,893 | $81,955,691 | -$12,076,202 | -12.84% | |
| Qube Research & Technologies Ltd | 0.09% | 250,095 | $85,392,437 | $74,425,771 | -$10,966,666 | -12.84% | |
| Vanguard Fiduciary Trust Co | 0.02% | 243,109 | $83,007,137 | $72,346,807 | -$10,660,330 | -12.84% | |
| William Blair Investment Management, Llc | 0.25% | 239,490 | $81,771,458 | $71,269,829 | -$10,501,629 | -12.84% | |
| Bank Of America Corp | 0.00% | 218,035 | $74,445,784 | $64,885,036 | -$9,560,748 | -12.84% | |
| Jacobs Levy Equity Management, Inc | 0.27% | 217,208 | $74,163,500 | $64,638,929 | -$9,524,571 | -12.84% | |
| Two Sigma Investments, Lp | 0.05% | 197,932 | $67,581,902 | $58,902,584 | -$8,679,318 | -12.84% | |
| Victory Capital Management Inc | 0.04% | 197,638 | $67,481,519 | $58,815,092 | -$8,666,427 | -12.84% | |
| American Century Companies Inc | 0.03% | 194,737 | $66,491,001 | $57,951,784 | -$8,539,217 | -12.84% | |
| Azora Capital Lp | 2.68% | 186,028 | $63,517,400 | $55,360,073 | -$8,157,327 | -12.84% | |
| Quantinno Capital Management Lp | 0.08% | 184,970 | $63,156,481 | $55,045,222 | -$8,111,259 | -12.84% | |
| Neuberger Berman Group Llc | 0.05% | 180,304 | $61,348,452 | $53,656,667 | -$7,691,785 | -12.54% | |
| Rockefeller Capital Management L.P. | 0.09% | 170,140 | $58,093,198 | $50,631,963 | -$7,461,235 | -12.84% | |
| Schroder Investment Management Group | 0.04% | 172,702 | $57,805,087 | $51,394,388 | -$6,410,699 | -11.09% | |
| Timessquare Capital Management, Llc | 0.83% | 165,959 | $56,665,041 | $49,387,739 | -$7,277,302 | -12.84% | |
| Renaissance Technologies LLC | Jim Simons | 0.07% | 156,180 | $53,326,099 | $46,477,606 | -$6,848,493 | -12.84% |
| Royce & Associates Lp | 0.38% | 139,266 | $47,550,983 | $41,444,169 | -$6,106,814 | -12.84% | |
| Manufacturers Life Insurance Company, The | 0.04% | 134,065 | $45,775,154 | $39,896,403 | -$5,878,751 | -12.84% | |
| Ameriprise Financial Inc | 0.01% | 127,099 | $43,389,294 | $37,823,391 | -$5,565,903 | -12.83% | |
| Nomura Asset Management International Inc. | 0.06% | 121,454 | $41,469,000 | $36,143,496 | -$5,325,504 | -12.84% |
Frequently asked questions about EVR
Who are the largest institutional holders of EVR?
The largest institutional holders of EVR reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Aqr Capital Management Llc, Vanguard Capital Management Llc, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported EVR position.
What is EVR institutional ownership?
This page tracks EVR positions reported by institutional investment managers through SEC Form 13F. EVERCORE INC - A (EVR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EVR?
InsiderSet currently tracks 677 institutional managers reporting EVR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EVR shareholders.
How much EVR stock do institutions own?
Institutional investment managers disclosed approximately $11.90B in EVR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EVR institutional ownership last updated?
The latest EVR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EVR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EVR position after the reporting date.
Are institutions buying or selling EVR?
Institutional buying and selling can be analyzed by comparing EVR positions across consecutive 13F reporting periods. InsiderSet's EVR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EVR ownership changes.
How has EVR institutional ownership changed over time?
InsiderSet tracks EVR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.