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 634 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	$1.32B 3,902,188 shares	0.02%	+64.76K(+1.70%)Added	SEC filing ↗ Nov 7, 2025	▾
02	BlackRock, Inc. CIK 2012383 · View history	$1.17B 3,455,570 shares	0.02%	-114.25K(-3.20%)Reduced	SEC filing ↗ Nov 12, 2025	▾
03	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$682.57M 2,023,520 shares	0.12%	+1.46M(+259.00%)Added	SEC filing ↗ Nov 14, 2025	▾
04	Invesco Ltd. CIK 914208 · View history	$456.45M 1,353,174 shares	0.07%	-54.10K(-3.80%)Reduced	SEC filing ↗ Nov 13, 2025	▾
05	Boston Partners CIK 1386060 · View history	$421.25M 1,248,973 shares	0.43%	-471.19K(-27.40%)Reduced	SEC filing ↗ Nov 13, 2025	▾
06	TD Asset Management Inc CIK 1056053 · View history	$398.87M 1,182,456 shares	0.32%	+227.05K(+23.80%)Added	SEC filing ↗ Nov 10, 2025	▾
07	STATE STREET CORP CIK 93751 · View history	$396.81M 1,176,347 shares	0.01%	+46.70K(+4.10%)Added	SEC filing ↗ Nov 14, 2025	▾
08	AQR CAPITAL MANAGEMENT LLC CIK 1167557 · View history	$326.46M 967,804 shares	0.21%	+94.96K(+10.90%)Added	SEC filing ↗ Nov 14, 2025	▾
09	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$317.28M 940,467 shares	0.02%	+108.88K(+13.10%)Added	SEC filing ↗ Nov 12, 2025	▾
10	FMR LLC CIK 315066 · View history	$286.87M 850,442 shares	0.01%	-11.61K(-1.30%)Reduced	SEC filing ↗ Nov 13, 2025	▾
11	MORGAN STANLEY CIK 895421 · Amended · View history	$209.16M 620,076 shares	0.01%	-17.50K(-2.70%)Reduced	SEC filing ↗ May 27, 2026	▾
12	PRICE T ROWE ASSOCIATES INC /MD/ CIK 80255 · View history	$206.38M 611,819 shares	0.02%	-42.52K(-6.50%)Reduced	SEC filing ↗ Nov 14, 2025	▾
13	Capital International Investors CIK 1562230 · View history	$204.00M 604,767 shares	0.03%	+3.72K(+0.60%)Added	SEC filing ↗ Nov 13, 2025	▾
14	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$176.86M 524,297 shares	0.04%	-102.46K(-16.30%)Reduced	SEC filing ↗ Nov 12, 2025	▾
15	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$174.76M 518,093 shares	0.01%	-88.28K(-14.60%)Reduced	SEC filing ↗ Nov 26, 2025	▾
16	BAHL & GAYNOR INC CIK 872259 · View history	$149.78M 444,022 shares	0.74%	-20.57K(-4.40%)Reduced	SEC filing ↗ Nov 12, 2025	▾
17	Bain Capital Public Equity Management II, LLC CIK 1768111 · View history	$146.47M 434,209 shares	6.85%	+186.76K(+75.50%)Added	SEC filing ↗ Nov 14, 2025	▾
18	UBS Group AG CIK 1610520 · View history	$135.84M 402,692 shares	0.03%	+217.37K(+117.30%)Added	SEC filing ↗ Nov 13, 2025	▾
19	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history	$125.87M 373,148 shares	0.33%	-21.94K(-5.60%)Reduced	SEC filing ↗ Nov 12, 2025	▾
20	Bank of New York Mellon Corp CIK 1390777 · View history	$120.38M 356,869 shares	0.02%	-817(-0.20%)Reduced	SEC filing ↗ Nov 3, 2025	▾

Showing 20 / 634 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

634

Cancelled or null records excluded

Disclosed shares

34,707,413

Not deduplicated across managers

Disclosed value

$11.70B

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 2025

Explore all 634 reporting institutions.

This page includes 20 of 634 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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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.