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 715 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	$1.27B 3,715,623 shares	0.02%	+66.77K(+1.80%)Added	SEC filing ↗ Aug 7, 2026	▾
02	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · View history	$667.91M 1,956,150 shares	0.03%	-17.99K(-0.90%)Reduced	SEC filing ↗ Aug 13, 2026	▾
03	AQR CAPITAL MANAGEMENT LLC CIK 1167557 · View history	$584.20M 1,710,982 shares	0.20%	+394.13K(+29.90%)Added	SEC filing ↗ Aug 14, 2026	▾
04	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · View history	$573.69M 1,680,210 shares	0.01%	-14.74K(-0.90%)Reduced	SEC filing ↗ Aug 13, 2026	▾
05	Invesco Ltd. CIK 914208 · View history	$547.22M 1,602,673 shares	0.04%	+177.99K(+12.50%)Added	SEC filing ↗ Aug 14, 2026	▾
06	STATE STREET CORP CIK 93751 · Amended · View history	$411.82M 1,206,119 shares	0.01%	+27.09K(+2.30%)Added	SEC filing ↗ Sep 22, 2026	▾
07	FMR LLC CIK 315066 · View history	$386.67M 1,132,481 shares	0.02%	-537.18K(-32.20%)Reduced	SEC filing ↗ Aug 13, 2026	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$375.11M 1,098,427 shares	0.02%	+55.09K(+5.30%)Added	SEC filing ↗ Aug 12, 2026	▾
09	MORGAN STANLEY CIK 895421 · View history	$274.18M 803,015 shares	0.01%	-114.79K(-12.50%)Reduced	SEC filing ↗ Aug 13, 2026	▾
10	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$217.66M 637,464 shares	0.15%	+568.31K(+821.80%)Added	SEC filing ↗ Aug 14, 2026	▾
11	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$213.40M 624,987 shares	0.04%	+1.73K(+0.30%)Added	SEC filing ↗ Aug 14, 2026	▾
12	Boston Partners CIK 1386060 · View history	$209.82M 614,517 shares	0.19%	+34.34K(+5.90%)Added	SEC filing ↗ Aug 4, 2026	▾
13	TD Asset Management Inc CIK 1056053 · View history	$207.97M 609,109 shares	0.18%	-349.36K(-36.40%)Reduced	SEC filing ↗ Aug 4, 2026	▾
14	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$189.97M 556,420 shares	0.03%	+7.89K(+1.40%)Added	SEC filing ↗ Aug 11, 2026	▾
15	UBS Group AG CIK 1610520 · View history	$171.88M 503,403 shares	0.03%	+210.80K(+72.00%)Added	SEC filing ↗ Aug 13, 2026	▾
16	Fisher Asset Management, LLC CIK 850529 · View history	$144.73M 423,875 shares	0.04%	-844(-0.20%)Reduced	SEC filing ↗ Aug 4, 2026	▾
17	NORGES BANK CIK 1374170 · View history	$142.39M 417,041 shares	0.01%	+417.04KNew	SEC filing ↗ Aug 12, 2026	▾
18	JPMORGAN CHASE & CO CIK 19617 · View history	$137.52M 409,197 shares	0.01%	-59.69K(-12.70%)Reduced	SEC filing ↗ Aug 12, 2026	▾
19	BAHL & GAYNOR INC CIK 872259 · View history	$135.04M 395,493 shares	0.62%	-6.34K(-1.60%)Reduced	SEC filing ↗ Aug 13, 2026	▾
20	BNP PARIBAS ASSET MANAGEMENT Holding S.A. CIK 1520354 · View history	$134.22M 393,112 shares	0.13%	+74.14K(+23.20%)Added	SEC filing ↗ Aug 13, 2026	▾

Showing 20 / 715 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

715

Cancelled or null records excluded

Disclosed shares

35,864,288

Not deduplicated across managers

Disclosed value

$12.24B

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. · Q2 2026

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This page includes 20 of 715 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.