Evercore Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 3.84 M | $1.31 B | -1.59% | 8.65% |
| BLACKROCK, INC. | 02/12/2026 | 3.46 M | $1.18 B | 0.10% | 7.79% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.93 M | $657.15 M | -4.55% | 4.35% |
| TD ASSET MANAGEMENT INC | 02/10/2026 | 1.21 M | $413.31 M | 2.73% | 3.14% |
| INVESCO LTD. | 02/19/2026 | 1.34 M | $457.24 M | -0.69% | 3.03% |
| FMR LLC | 02/17/2026 | 1.26 M | $427.44 M | 47.72% | 2.83% |
| STATE STREET CORP | 02/13/2026 | 1.16 M | $394.60 M | -1.41% | 2.61% |
| BOSTON PARTNERS | 02/13/2026 | 824.36 K | $280.54 M | -34.00% | 2.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 924.90 K | $314.75 M | -1.66% | 2.08% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 857.97 K | $291.92 M | -11.35% | 1.93% |
| MORGAN STANLEY | 02/13/2026 | 686.60 K | $233.62 M | 10.73% | 1.55% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 617.33 K | $210.05 M | 0.90% | 1.39% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 531.98 K | $181.01 M | 1.46% | 1.37% |
| NORGES BANK | 02/10/2026 | 482.62 K | $164.21 M | 100.00% | 1.25% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 536.65 K | $182.59 M | 118.98% | 1.21% |
| JPMORGAN CHASE & CO | 02/11/2026 | 437.51 K | $148.86 M | -15.55% | 1.13% |
| BAHL & GAYNOR INC | 02/12/2026 | 421.57 K | $143.44 M | -5.06% | 1.09% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 438.85 K | $149.32 M | 34.41% | 0.99% |
| LORD, ABBETT & CO. LLC | 02/13/2026 | 381.90 K | $129.94 M | 7.85% | 0.99% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 331.03 K | $112.63 M | -11.29% | 0.86% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 320.10 K | $108.92 M | -10.30% | 0.83% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 319.81 K | $108.81 M | -1.65% | 0.83% |
| UBS GROUP AG | 01/29/2026 | 351.78 K | $119.69 M | -12.64% | 0.79% |
| PARALEL ADVISORS LLC | 02/12/2026 | 300.00 K | $102.08 M | 0.00% | 0.78% |
| NORTHERN TRUST CORP | 02/17/2026 | 320.44 K | $109.03 M | -3.91% | 0.72% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 276.08 K | $93.93 M | -10.48% | 0.62% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 267.19 K | $90.91 M | 1.53% | 0.60% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/11/2026 | 220.05 K | $74.87 M | -1.92% | 0.57% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 02/05/2026 | 245.06 K | $83.38 M | -0.10% | 0.55% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 211.74 K | $72.05 M | 100.00% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 241.61 K | $82.21 M | -8.80% | 0.54% |
| HOLOCENE ADVISORS, LP | 02/17/2026 | 239.60 K | $81.52 M | 2,313.86% | 0.54% |
| MACQUARIE GROUP LTD | 02/13/2026 | 200.50 K | $68.22 M | -4.74% | 0.52% |
| JUNTO CAPITAL MANAGEMENT LP | 02/17/2026 | 222.00 K | $75.53 M | 190.12% | 0.50% |
| CHANNING CAPITAL MANAGEMENT, LLC | 02/13/2026 | 219.73 K | $74.76 M | -17.54% | 0.50% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 02/13/2026 | 206.56 K | $70.28 M | 17.37% | 0.47% |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 02/02/2026 | 205.69 K | $69.99 M | 84.23% | 0.46% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 166.79 K | $56.75 M | -72.42% | 0.43% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 190.99 K | $64.98 M | -9.93% | 0.43% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 180.30 K | $61.35 M | 179.17% | 0.41% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 175.09 K | $59.58 M | 73.27% | 0.39% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 152.60 K | $51.92 M | -0.94% | 0.39% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 02/06/2026 | 168.67 K | $57.39 M | 13.44% | 0.38% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 168.34 K | $57.85 M | -6.64% | 0.38% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 162.11 K | $55.16 M | -4.69% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 146.68 K | $49.91 M | -25.64% | 0.33% |
| TREMBLANT CAPITAL GROUP | 02/17/2026 | 145.65 K | $49.56 M | 876.90% | 0.33% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 02/11/2026 | 119.66 K | $40.71 M | -26.34% | 0.31% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 104.67 K | $35.61 M | -10.44% | 0.27% |
| WCM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 103.82 K | $35.68 M | -5.48% | 0.27% |
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Evercore Inc institutional Ownership - FAQ's
During the previous two years, 907 institutional investors and hedge funds held shares of Evercore Inc. The most heavily invested institutionals were:
Fisher Asset Management, LLC: 424,719
Bank of New York Mellon Corp: 319,237
UBS Group AG: 292,605
Artemis Investment Management LLP: 275,182
Stephens Investment Management Group LLC: 259,808
BRAUN STACEY ASSOCIATES INC: 107,968
78.55% of Evercore Inc stock is owned by institutional investors.
Institutional investors have bought a total of 49.37 M shares in the last 24 months. This purchase volume represents approximately $14.10 B in transactions.