Evercore Inc. - Class A Common Stock (EVR)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Class A Common Stock
Symbol
EVR on NYSE
Shares outstanding
38,913,846
Price per share
$340.25
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
34,685,212
Total reported value
$11,698,736,076
% of total 13F portfolios
0.01%
Share change
-1,078,668
Value change
-$245,896,573
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
618
Price from insider filings
$343.11
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Evercore Inc. - Class A Common Stock (EVR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 5.2% $682,573,766 2,023,520 Wellington Management Group LLP 30 Sep 2025
HYMAN EDWARD S 4.3% $269,375,588 1,643,035 Edward S. Hyman 10 Feb 2025
As of 30 Sep 2025, Evercore Inc. - Class A Common Stock (EVR) has 618 institutional shareholders filing 13F forms. They hold 34,685,212 shares. of 38,913,846 outstanding shares (89%) .

Top 25 institutional shareholders own 61% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 10% 3,902,188 +1.7% 0.02% $1,316,286,057
BlackRock, Inc. 8.9% 3,455,570 -3.2% 0.02% $1,165,632,760
WELLINGTON MANAGEMENT GROUP LLP 5.2% 2,023,520 +259% 0.12% $682,573,765
Invesco Ltd. 3.5% 1,353,174 -3.8% 0.07% $456,452,612
Boston Partners 3.2% 1,248,973 -27% 0.43% $421,246,997
TD Asset Management Inc 3% 1,182,456 +24% 0.32% $398,866,058
STATE STREET CORP 3% 1,176,347 +4.1% 0.01% $396,805,370
AQR CAPITAL MANAGEMENT LLC 2.5% 967,804 +11% 0.21% $326,459,852
GEODE CAPITAL MANAGEMENT, LLC 2.4% 940,467 +13% 0.02% $317,280,683
FMR LLC 2.2% 850,442 -1.3% 0.01% $286,871,305
MORGAN STANLEY 1.6% 620,076 -2.7% 0.01% $209,164,664
PRICE T ROWE ASSOCIATES INC /MD/ 1.6% 611,819 -6.5% 0.02% $206,380,000
Capital International Investors 1.6% 604,767 +0.62% 0.03% $204,000,004
DIMENSIONAL FUND ADVISORS LP 1.3% 524,297 -16% 0.04% $176,861,953
JPMORGAN CHASE & CO 1.3% 518,093 -15% 0.01% $174,763,239
BAHL & GAYNOR INC 1.1% 444,022 -4.4% 0.74% $149,777,501
Bain Capital Public Equity Management II, LLC 1.1% 434,209 +75% 6.8% $146,467,380
UBS Group AG 1% 402,692 +117% 0.03% $135,836,065
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.96% 373,148 -5.6% 0.33% $125,870,357
Bank of New York Mellon Corp 0.92% 356,869 -0.23% 0.02% $120,378,931
LORD, ABBETT & CO. LLC 0.91% 354,108 +174% 0.36% $119,448,000
NORTHERN TRUST CORP 0.86% 333,474 +5% 0.01% $112,487,451
GOLDMAN SACHS GROUP INC 0.84% 326,493 +30% 0.02% $110,132,522
Fisher Asset Management, LLC 0.84% 325,179 +1.7% 0.04% $109,689,378
FULLER & THALER ASSET MANAGEMENT, INC. 0.79% 308,401 -19% 0.35% $104,029,803

Institutional Holders of Evercore Inc. - Class A Common Stock (EVR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 194,960 $66,912,566 +$15,663,861 34,025.01% 19
2025 Q3 34,685,212 $11,698,736,076 -$245,896,573 33,732% 618
2025 Q2 35,774,501 $9,662,562,255 +$646,367,008 27,002% 561
2025 Q1 33,992,770 $6,784,334,416 +$43,547,920 19,972% 544
2024 Q4 33,260,946 $9,219,533,868 +$146,206,795 27,719% 578
2024 Q3 32,701,578 $8,293,665,655 -$245,567,447 25,334% 511
2024 Q2 33,782,432 $7,041,650,227 +$152,918,476 20,843% 467
2024 Q1 33,091,287 $6,371,058,312 +$9,908,863 19,259% 468
2023 Q4 120,182 $21,156,171 +$14,561,016 17,105% 5
2023 Q3 32,849,655 $4,527,529,490 -$19,662,001 13,788% 391
2023 Q2 32,548,406 $4,024,080,501 +$35,182,374 12,359% 393
2023 Q1 31,934,560 $3,684,216,240 -$12,707,553 11,538% 413
2022 Q4 32,306,912 $3,527,198,721 +$59,176,033 10,908% 385
2022 Q3 30,943,013 $2,545,627,780 -$9,984,981 8,225% 348
2022 Q2 31,492,736 $2,937,356,211 -$163,145,445 9,360.97% 362
2022 Q1 33,279,783 $3,706,315,892 -$10,014,286 11,131.92% 390
2021 Q4 33,767,867 $4,586,746,959 -$72,616,610 13,584.93% 422
2021 Q3 34,440,488 $4,607,180,684 -$152,476,558 13,366.9% 417
2021 Q2 35,509,317 $4,995,853,743 -$211,946,661 14,076.98% 420
2021 Q1 37,457,230 $4,934,184,742 +$270,776,830 13,173.96% 403
2020 Q4 36,152,726 $3,962,117,941 -$1,981,082 10,963.96% 340
2020 Q3 36,053,523 $2,356,404,032 +$63,312,219 6,546% 287
2020 Q2 35,399,608 $2,082,604,830 +$14,928,087 5,891.98% 288
2020 Q1 35,029,599 $1,614,527,109 -$130,051,543 4,606.03% 269
2019 Q4 36,163,907 $2,698,114,235 +$1,889,894 7,475.99% 309
2019 Q3 36,905,335 $2,950,866,256 -$96,898,794 8,009.98% 327
2019 Q2 37,830,435 $3,341,503,124 +$115,219,756 8,856.97% 321
2019 Q1 37,892,097 $3,439,914,153 +$141,376,736 9,099.97% 332
2018 Q4 36,361,281 $2,594,480,924 -$232,165,716 7,156% 323
2018 Q3 39,044,092 $3,916,263,163 +$10,373,634 10,054.99% 353
2018 Q2 38,893,695 $4,095,761,545 +$14,365,458 10,544.95% 361
2018 Q1 38,768,552 $3,379,054,328 +$68,359,248 8,720% 346
2017 Q4 38,492,504 $3,462,767,581 +$119,707,088 9,000% 325
2017 Q3 37,273,296 $2,991,250,418 -$80,396,919 8,024.95% 290
2017 Q2 38,359,199 $2,705,744,265 -$1,710,889 7,050% 290
2017 Q1 38,847,895 $3,026,963,220 +$540,606,748 7,789.91% 279
2016 Q4 36,860,491 $2,533,410,001 +$25,236,839 6,869.98% 267
2016 Q3 36,329,671 $1,870,667,970 +$31,078,585 5,150.96% 222
2016 Q2 35,314,780 $1,560,313,314 -$8,490,501 4,418.98% 216
2016 Q1 35,762,518 $1,850,330,715 -$74,363,078 5,174.97% 222
2015 Q4 36,959,286 $1,998,033,053 +$163,067,281 5,407.02% 215
2015 Q3 34,402,013 $1,728,313,163 +$51,360,846 5,023.97% 198
2015 Q2 32,966,006 $1,778,814,285 -$3,499,513 5,395.97% 189
2015 Q1 33,186,812 $1,714,150,577 +$42,488,824 5,165.99% 196
2014 Q4 32,636,229 $1,708,920,055 -$1,326,148 5,236.97% 191
2014 Q3 32,350,618 $1,520,449,377 -$14,789,000 4,700% 207
2014 Q2 32,223,032 $1,857,254,276 -$15,080,093 5,764% 194
2014 Q1 31,626,411 $1,746,945,855 +$66,295,942 5,524.91% 204