Company · Ownership research

Evercore Inc. EVR

CIK 0001360901 · CUSIP 29977A105

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 29977A105 (EVR), not CUSIP 29977A905 (EVR), CUSIP 29977A955 (EVR), and does not merge CUSIPs.

This page lists the top 20 of 304 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$280.47M 1,089,006 shares	0.01%	-9.42K(-0.90%)Reduced	SEC filing ↗ Nov 6, 2026	▾
02	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$174.23M 676,623 shares	0.03%	+120.20K(+21.60%)Added	SEC filing ↗ Nov 4, 2026	▾
03	Fisher Asset Management, LLC CIK 850529 · View history	$105.58M 410,012 shares	0.03%	-13.86K(-3.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
04	BAHL & GAYNOR INC CIK 872259 · View history	$101.77M 395,217 shares	0.48%	-276(-0.10%)Reduced	SEC filing ↗ Nov 5, 2026	▾
05	Bank of New York Mellon Corp CIK 1390777 · View history	$69.72M 270,754 shares	0.01%	-32.07K(-10.60%)Reduced	SEC filing ↗ Nov 5, 2026	▾
06	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history	$59.93M 232,740 shares	0.19%	-6.75K(-2.80%)Reduced	SEC filing ↗ Nov 6, 2026	▾
07	TimesSquare Capital Management, LLC CIK 1313816 · View history	$51.75M 200,989 shares	0.85%	+35.03K(+21.10%)Added	SEC filing ↗ Nov 3, 2026	▾
08	Boston Trust Walden Corp CIK 1534866 · View history	$37.38M 145,155 shares	0.30%	+29.32K(+25.30%)Added	SEC filing ↗ Oct 30, 2026	▾
09	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 1009016 · View history	$31.50M 122,335 shares	0.16%	+34.99K(+40.10%)Added	SEC filing ↗ Oct 15, 2026	▾
10	BARCLAYS PLC CIK 312069 · View history	$26.29M 102,096 shares	0.01%	+61.31K(+150.40%)Added	SEC filing ↗ Nov 6, 2026	▾
11	Artemis Investment Management LLP CIK 1535385 · View history	$24.87M 96,584 shares	0.22%	-219.18K(-69.40%)Reduced	SEC filing ↗ Oct 8, 2026	▾
12	BRAUN STACEY ASSOCIATES INC CIK 872080 · View history	$24.70M 95,937 shares	0.71%	-11.94K(-11.10%)Reduced	SEC filing ↗ Oct 19, 2026	▾
13	Retirement Systems of Alabama CIK 1593051 · View history	$23.91M 92,839 shares	0.07%	-342(-0.40%)Reduced	SEC filing ↗ Nov 4, 2026	▾
14	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$22.73M 88,289 shares	0.01%	+492(+0.60%)Added	SEC filing ↗ Nov 2, 2026	▾
15	ProShare Advisors LLC CIK 1357955 · View history	$21.18M 82,252 shares	0.03%	+6.44K(+8.50%)Added	SEC filing ↗ Oct 29, 2026	▾
16	NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 314969 · View history	$20.09M 78,026 shares	0.04%	+32.54K(+71.50%)Added	SEC filing ↗ Oct 22, 2026	▾
17	Russell Investments Group, Ltd. CIK 1692234 · View history	$17.36M 67,403 shares	0.01%	+10.26K(+18.00%)Added	SEC filing ↗ Nov 6, 2026	▾
18	Amundi CIK 1330387 · View history	$16.30M 63,283 shares	0.00%	+35.48K(+127.60%)Added	SEC filing ↗ Nov 6, 2026	▾
19	M&G PLC CIK 1802539 · View history	$14.35M 55,635 shares	0.07%	+55.63KNew	SEC filing ↗ Nov 4, 2026	▾
20	NATIXIS CIK 1274981 · View history	$12.01M 46,643 shares	0.05%	+46.59K(+91,356.90%)Added	SEC filing ↗ Nov 6, 2026	▾

Showing 20 / 304 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

304

Cancelled or null records excluded

Disclosed shares

5,605,740

Not deduplicated across managers

Disclosed value

$1.44B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Evercore Inc. · Q3 2026

Explore all 304 reporting institutions.

This page includes 20 of 304 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.