Who owns EVR?
Institutional ownership of Evercore Inc. from Form 13F, Q2 2026
712 institutional managers reported holding Evercore Inc. (EVR) in Form 13F filings for Q2 2026, with 35,869,871 shares worth $12.2B. The largest reported holder was BlackRock, Inc. Managers that filed both quarters added a net 689,189 shares (+2.0%). 105 opened new positions and 46 sold out.
- Funds holding
- 712
- Value held
- $12.2B
- New / sold out
- 105 / 46
- Net shares, same filers
- +2.0%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of EVR
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 10.4% | 3,715,623 | Added |
| Vanguard Portfolio Management LLC | $668M | 5.5% | 1,956,150 | Trimmed |
| AQR Capital Management LLC | $584M | 4.8% | 1,710,982 | Added |
| Vanguard Capital Management LLC | $574M | 4.7% | 1,680,210 | Trimmed |
| Invesco Ltd. | $547M | 4.5% | 1,602,673 | Added |
| State Street Corp | $412M | 3.4% | 1,206,119 | Added |
| FMR LLC | $387M | 3.2% | 1,132,481 | Trimmed |
| Geode Capital Management, LLC | $375M | 3.1% | 1,098,427 | Added |
| Morgan Stanley | $274M | 2.2% | 803,015 | Trimmed |
| Millennium Management LLC | $218M | 1.8% | 637,464 | Added |
| Wellington Management Group LLP | $213M | 1.7% | 624,987 | Added |
| Boston Partners | $210M | 1.7% | 614,517 | Added |
| TD Asset Management Inc | $208M | 1.7% | 609,109 | Trimmed |
| Dimensional Fund Advisors LP | $190M | 1.6% | 556,420 | Added |
| UBS Group AG | $172M | 1.4% | 503,403 | Added |
| Fisher Asset Management, LLC | $145M | 1.2% | 423,875 | Trimmed |
| Norges Bank | $142M | 1.2% | 417,041 | New |
| JPMorgan Chase & Co | $138M | 1.1% | 409,197 | Trimmed |
| Bahl & Gaynor LLC | $135M | 1.1% | 395,493 | Trimmed |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $134M | 1.1% | 393,112 | Added |
| Primecap Management Co | $128M | 1.0% | 376,150 | Added |
| Northern Trust Corp | $121M | 1.0% | 353,320 | Trimmed |
| Goldman Sachs Group Inc | $119M | 1.0% | 349,683 | Trimmed |
| Arrowstreet Capital, Limited Partnership | $119M | 1.0% | 347,147 | Added |
| Point72 Asset Management, L.P. | $118M | 1.0% | 344,521 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 35,869,871 EVR shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Millennium Management LLC Added+$194M
- Norges Bank New+$142M
- AQR Capital Management LLC Added+$135M
- UBS Group AG Added+$72.0M
- Azora Capital LP New+$63.5M
- Invesco Ltd. Added+$60.8M
- Capital International Investors Added+$57.7M
- Arrowstreet Capital, Limited Partnership Added+$39.1M
- American Century Companies Inc Added+$38.0M
- Two Sigma Investments, LP Added+$32.9M
Biggest sellers in Q2 2026
- FMR LLC Trimmed-$183M
- TD Asset Management Inc Trimmed-$119M
- Balyasny Asset Management L.P. Trimmed-$106M
- Price T Rowe Associates Inc Trimmed-$98.7M
- Goldman Sachs Group Inc Trimmed-$59.7M
- Morgan Stanley Trimmed-$39.2M
- Marshall Wace, LLP Sold out-$32.7M
- Longaeva Partners L.P. Trimmed-$30.5M
- Adage Capital Partners GP, L.l.c. Trimmed-$24.5M
- Junto Capital Management LP Sold out-$22.3M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $1.5B and sold $1.2B; 252 added and 231 trimmed.
Schedule 13D and 13G filings on EVR
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2025-11-12WELLINGTON MANAGEMENT GROUP LLP SCHEDULE 13G filed by Evercore Inc.Schedule 13G
Questions about EVR ownership
- Who owns EVR stock?
- 712 institutional investment managers reported EVR positions in their Form 13F filings for Q2 2026, holding 35,869,871 shares worth $12.2B in total. BlackRock, Inc. reported the largest position.
- Are funds buying or selling EVR?
- In Q2 2026, 105 managers opened new EVR positions, 252 added, 231 trimmed and 46 sold out. Managers that filed in both quarters added a net 689,189 shares.
- How current is this EVR institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to EVR by CUSIP. Options are left out. EVR news and filings · EVR insider trades · Top funds