Evercore Inc. (EVR) Institutional OwnershipQ2 2026 13F Data|Updated 2026-11-07
Institutional ownership increased this quarter (+0.02 pp), with a relatively well-distributed shareholder base.
Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in EVR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.7M | $1.27B | +1.8% | 9.605% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.0M | $667.9M | -0.9% | 5.057% | 0.03% |
| 3 | AQR CAPITAL MANAGEMENT LLC | 1.7M | $584.2M | +29.9% | 4.423% | 0.20% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $573.7M | -0.9% | 4.344% | 0.01% |
| 5 | Invesco Ltd. | 1.6M | $547.2M | +12.5% | 4.143% | 0.04% |
| 6 | STATE STREET CORP | 1.2M | $411.8M | +2.3% | 3.118% | 0.01% |
| 7 | FMR LLC | 1.1M | $386.7M | -32.2% | 2.928% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $375.1M | +5.3% | 2.840% | 0.02% |
| 9 | MORGAN STANLEY | 803K | $274.2M | -12.5% | 2.076% | 0.01% |
| 10 | MILLENNIUM MANAGEMENT LLC | 642K | $219.4M | +745.8% | 1.661% | 0.08% |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 625K | $213.4M | +0.3% | 1.616% | 0.04% |
| 12 | Boston Partners | 615K | $209.8M | +5.9% | 1.589% | 0.19% |
| 13 | TD ASSET MANAGEMENT INC | 609K | $208.0M | -36.4% | 1.575% | 0.18% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 556K | $190.0M | +1.4% | 1.438% | 0.03% |
| 15 | UBS Group AG | 503K | $171.9M | +71.0% | 1.301% | 0.02% |
| 16 | Fisher Asset Management, LLC | 424K | $144.7M | -0.2% | 1.096% | 0.04% |
| 17 | NORGES BANK | 417K | $142.4M | — | 1.078% | 0.01% |
| 18 | JPMORGAN CHASE & CO | 409K | $137.5M | -12.7% | 1.058% | 0.01% |
| 19 | BNP Paribas Asset Management Holding S.A. | 393K | $134.2M | +23.3% | 1.016% | 0.13% |
| 20 | PRIMECAP MANAGEMENT CO/CA/ | 376K | $128.4M | +6.3% | 0.972% | 0.08% |
| 21 | NORTHERN TRUST CORP | 353K | $120.6M | -1.1% | 0.913% | 0.01% |
| 22 | GOLDMAN SACHS GROUP INC | 350K | $119.4M | -33.3% | 0.904% | 0.01% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 347K | $118.5M | +49.3% | 0.897% | 0.05% |
| 24 | Point72 Asset Management, L.P. | 345K | $117.8M | -11.7% | 0.892% | 0.13% |
| 25 | Capital International Investors | 325K | $110.9M | +108.5% | 0.839% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EVR — a direct measure of their conviction.
Filings activity in EVR during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new EVR position in Q2 2026
Institutions that fully closed their EVR position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 713 | +9.0% | 92.35% | +0.02 pp | $11.93B | +15% |
| Q1 2026 | 654 | +4.5% | 92.33% | +2.98 pp | $10.34B | 7.4% |
| Q4 2025 | 626 | +1.5% | 89.35% | 2.15 pp | $11.16B | 21% |
| Q3 2025 | 617 | +11% | 91.50% | 4.46 pp | $14.08B | +53% |
| Q2 2025 | 554 | +2.8% | 95.96% | +7.93 pp | $9.18B | +46% |
| Q1 2025 | 539 | 5.4% | 88.03% | +3.43 pp | $6.28B | 26% |
| Q4 2024 | 570 | +14% | 84.60% | 3.79 pp | $8.51B | +11% |
| Q3 2024 | 499 | — | 88.39% | — | $7.64B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EVR stock.
Based on Q2 2026 13F filings, institutional ownership of Evercore Inc. stands at 92.3%, held across 713 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EVR, with approximately 3,715,623 shares worth $1.27B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of EVR, including MILLENNIUM MANAGEMENT LLC, Fisher Asset Management, LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for EVR is 71 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
98 institutions opened new positions in EVR during Q2 2026, while 45 fully exited. 496 added to existing positions and 97 trimmed.
EVR institutional ownership rose by 0.02 percentage points quarter-over-quarter, with a net change of +59 holders.
The top 10 institutions account for 44.5% of all reported 13F value in EVR, and the top 25 account for 63.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.