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 558 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	VANGUARD GROUP INC CIK 102909 · View history	$771.46M 3,862,690 shares	0.01%	+26.01K(+0.70%)Added	SEC filing ↗ May 9, 2025	▾
02	BlackRock, Inc. CIK 2012383 · View history	$713.03M 3,570,135 shares	0.02%	-3.01K(-0.10%)Reduced	SEC filing ↗ May 2, 2025	▾
03	Boston Partners CIK 1386060 · View history	$307.04M 1,539,027 shares	0.37%	+73.89K(+5.00%)Added	SEC filing ↗ May 13, 2025	▾
04	STATE STREET CORP CIK 93751 · View history	$227.31M 1,138,136 shares	0.01%	+13.68K(+1.20%)Added	SEC filing ↗ May 15, 2025	▾
05	Invesco Ltd. CIK 914208 · View history	$173.13M 866,877 shares	0.03%	-556.88K(-39.10%)Reduced	SEC filing ↗ May 12, 2025	▾
06	UBS Group AG CIK 1610520 · View history	$156.22M 782,186 shares	0.03%	+600.24K(+329.90%)Added	SEC filing ↗ May 13, 2025	▾
07	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$154.22M 771,977 shares	0.01%	+27.75K(+3.70%)Added	SEC filing ↗ May 13, 2025	▾
08	MORGAN STANLEY CIK 895421 · View history	$141.67M 709,353 shares	0.01%	+190.53K(+36.70%)Added	SEC filing ↗ May 15, 2025	▾
09	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 912938 · View history	$138.01M 691,000 shares	0.05%	-83.47K(-10.80%)Reduced	SEC filing ↗ May 2, 2025	▾
10	FULLER & THALER ASSET MANAGEMENT, INC. CIK 1082327 · View history	$136.92M 685,544 shares	0.53%	-6.96K(-1.00%)Reduced	SEC filing ↗ May 13, 2025	▾
11	JPMORGAN CHASE & CO CIK 19617 · View history	$129.46M 648,231 shares	0.01%	+28.68K(+4.60%)Added	SEC filing ↗ May 12, 2025	▾
12	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$121.81M 609,888 shares	0.12%	+543.54K(+819.30%)Added	SEC filing ↗ May 15, 2025	▾
13	TD Asset Management Inc CIK 1056053 · View history	$116.51M 583,371 shares	0.11%	-372.96K(-39.00%)Reduced	SEC filing ↗ May 7, 2025	▾
14	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$112.03M 560,964 shares	0.03%	+84.97K(+17.90%)Added	SEC filing ↗ May 13, 2025	▾
15	EMINENCE CAPITAL, LP CIK 1107310 · View history	$106.73M 534,375 shares	1.78%	+534.38KNew	SEC filing ↗ May 15, 2025	▾
16	PRICE T ROWE ASSOCIATES INC /MD/ CIK 80255 · View history	$102.49M 513,161 shares	0.01%	+189.84K(+58.70%)Added	SEC filing ↗ May 14, 2025	▾
17	Qube Research & Technologies Ltd CIK 1729829 · View history	$100.89M 505,134 shares	0.16%	+348.74K(+223.00%)Added	SEC filing ↗ May 15, 2025	▾
18	NORGES BANK CIK 1374170 · Amended · View history	$99.73M 499,345 shares	0.01%	+18.60K(+3.90%)Added	SEC filing ↗ May 13, 2025	▾
19	AQR CAPITAL MANAGEMENT LLC CIK 1167557 · View history	$94.44M 486,365 shares	0.10%	+278.94K(+134.50%)Added	SEC filing ↗ May 15, 2025	▾
20	BAHL & GAYNOR INC CIK 872259 · View history	$89.38M 447,536 shares	0.46%	-1.18K(-0.30%)Reduced	SEC filing ↗ May 14, 2025	▾

Showing 20 / 558 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

558

Cancelled or null records excluded

Disclosed shares

34,429,167

Not deduplicated across managers

Disclosed value

$6.87B

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. · Q1 2025

Explore all 558 reporting institutions.

This page includes 20 of 558 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.