Evercore Inc. - EVR

Sector: Financial · Industry: Investment Advice

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$11.9B

QoQ value delta ($000)

+$302.6M (+2.61%)

Implied price effect (QoQ)

+0.79%

Total shares

35,003,586

QoQ shares delta

+620,155 (+1.8%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 75 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
VANGUARD GROUP INC	1,306,610	3,840,147	0.02%
BlackRock, Inc.	1,176,940	3,459,048	0.02%
WELLINGTON MANAGEMENT GROUP LLP	657,150	1,931,374	0.12%
Invesco Ltd.	457,236	1,343,826	0.07%
FMR LLC	427,436	1,256,242	0.02%
TD ASSET MANAGEMENT INC	413,310	1,214,726	0.33%
STATE STREET CORP	394,602	1,159,743	0.01%
GEODE CAPITAL MANAGEMENT, LLC	314,750	924,900	0.02%
AQR CAPITAL MANAGEMENT LLC	291,922	857,965	0.15%
Boston Partners	280,541	824,360	0.29%
MORGAN STANLEY	233,617	686,603	0.01%
PRICE T ROWE ASSOCIATES INC /MD/	210,048	617,332	0.02%
MILLENNIUM MANAGEMENT LLC	183,886	540,446	0.08%
DIMENSIONAL FUND ADVISORS LP	181,010	531,976	0.04%
NORGES BANK	164,210	482,617	0.02%
GOLDMAN SACHS GROUP INC	150,474	442,246	0.02%
JPMORGAN CHASE & CO	148,861	437,506	0.01%
BAHL & GAYNOR INC	143,438	421,568	0.73%
LORD, ABBETT & CO. LLC	129,942	381,901	0.4%
UBS Group AG	119,694	351,784	0.02%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	112,632	331,027	0.31%
NORTHERN TRUST CORP	109,028	320,435	0.01%
Bank of New York Mellon Corp	108,915	320,103	0.02%
Fisher Asset Management, LLC	108,813	319,805	0.04%
Paralel Advisors LLC	102,075	300,000	3.97%