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 663 rows by value; the complete set is available through the API.

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	BlackRock, Inc. CIK 2012383 · View history	$1.09B 3,648,858 shares	0.02%	+189.81K(+5.50%)Added	SEC filing ↗ May 13, 2026	▾
02	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$589.30M 1,974,144 shares	0.03%	—	SEC filing ↗ May 8, 2026	▾
03	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$505.96M 1,694,949 shares	0.01%	—	SEC filing ↗ May 15, 2026	▾
04	FMR LLC CIK 315066 · View history	$498.41M 1,669,662 shares	0.03%	+413.42K(+32.90%)Added	SEC filing ↗ May 15, 2026	▾
05	Invesco Ltd. CIK 914208 · Amended · View history	$425.28M 1,424,686 shares	0.04%	+80.86K(+6.00%)Added	SEC filing ↗ May 12, 2026	▾
06	AQR CAPITAL MANAGEMENT LLC CIK 1167557 · View history	$388.06M 1,316,852 shares	0.18%	+458.89K(+53.50%)Added	SEC filing ↗ May 15, 2026	▾
07	STATE STREET CORP CIK 93751 · View history	$351.95M 1,179,024 shares	0.01%	+19.28K(+1.70%)Added	SEC filing ↗ May 15, 2026	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$311.50M 1,043,338 shares	0.02%	+118.44K(+12.80%)Added	SEC filing ↗ May 15, 2026	▾
09	TD Asset Management Inc CIK 1056053 · View history	$286.11M 958,472 shares	0.23%	-256.25K(-21.10%)Reduced	SEC filing ↗ May 11, 2026	▾
10	MORGAN STANLEY CIK 895421 · View history	$273.97M 917,801 shares	0.02%	+231.20K(+33.70%)Added	SEC filing ↗ May 15, 2026	▾
11	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$186.05M 623,259 shares	0.03%	-1.31M(-67.70%)Reduced	SEC filing ↗ May 15, 2026	▾
12	Boston Partners CIK 1386060 · View history	$173.20M 580,174 shares	0.18%	-244.19K(-29.60%)Reduced	SEC filing ↗ May 11, 2026	▾
13	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$163.72M 548,530 shares	0.03%	+16.55K(+3.10%)Added	SEC filing ↗ May 7, 2026	▾
14	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$156.58M 524,531 shares	0.02%	+85.69K(+19.50%)Added	SEC filing ↗ May 15, 2026	▾
15	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$133.73M 468,882 shares	0.01%	+31.38K(+7.20%)Added	SEC filing ↗ May 13, 2026	▾
16	Fisher Asset Management, LLC CIK 850529 · View history	$126.78M 424,719 shares	0.04%	+104.91K(+32.80%)Added	SEC filing ↗ May 5, 2026	▾
17	BAHL & GAYNOR INC CIK 872259 · View history	$119.95M 401,833 shares	0.60%	-19.73K(-4.70%)Reduced	SEC filing ↗ May 7, 2026	▾
18	Point72 Asset Management, L.P. CIK 1603466 · View history	$116.59M 390,584 shares	0.20%	+390.58KNew	SEC filing ↗ May 15, 2026	▾
19	Balyasny Asset Management L.P. CIK 1218710 · View history	$110.16M 369,040 shares	0.22%	+322.93K(+700.40%)Added	SEC filing ↗ May 15, 2026	▾
20	NORTHERN TRUST CORP CIK 73124 · View history	$106.62M 357,164 shares	0.01%	+36.73K(+11.50%)Added	SEC filing ↗ May 14, 2026	▾

Showing 20 / 663 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

663

Cancelled or null records excluded

Disclosed shares

35,227,998

Not deduplicated across managers

Disclosed value

$10.50B

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 2026

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This page includes 20 of 663 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.