Evercore Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 3.65 M | $1.09 B | 5.49% | 9.43% |
| 05/08/2026 | 1.97 M | $589.30 M | 100.00% | 5.10% | |
| 05/15/2026 | 1.69 M | $505.96 M | 100.00% | 4.38% | |
| FMR LLC | 05/15/2026 | 1.67 M | $498.41 M | 32.91% | 4.32% |
| INVESCO LTD. | 05/12/2026 | 1.42 M | $425.28 M | 6.02% | 3.68% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.32 M | $388.06 M | 53.49% | 3.40% |
| STATE STREET CORP | 05/15/2026 | 1.18 M | $351.95 M | 1.66% | 3.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.04 M | $311.50 M | 12.81% | 2.70% |
| TD ASSET MANAGEMENT INC | 05/11/2026 | 958.47 K | $286.11 M | -21.10% | 2.48% |
| MORGAN STANLEY | 05/15/2026 | 917.80 K | $273.97 M | 33.67% | 2.37% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 623.26 K | $186.05 M | -67.73% | 1.61% |
| BOSTON PARTNERS | 05/11/2026 | 580.17 K | $173.20 M | -29.62% | 1.50% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 548.53 K | $163.72 M | 3.11% | 1.42% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 524.53 K | $156.58 M | 19.53% | 1.36% |
| JPMORGAN CHASE & CO | 05/13/2026 | 468.88 K | $133.73 M | 7.17% | 1.21% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 424.72 K | $126.78 M | 32.81% | 1.10% |
| BAHL & GAYNOR INC | 05/07/2026 | 401.83 K | $119.95 M | -4.68% | 1.04% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 390.58 K | $116.59 M | 100.00% | 1.01% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 369.04 K | $110.16 M | 700.42% | 0.95% |
| NORTHERN TRUST CORP | 05/14/2026 | 357.16 K | $106.62 M | 11.46% | 0.92% |
| PRIMECAP MANAGEMENT CO/CA/ | 05/11/2026 | 353.95 K | $105.66 M | 60.85% | 0.91% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 331.11 K | $98.84 M | 19.93% | 0.86% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 326.67 K | $97.51 M | -47.08% | 0.84% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 319.24 K | $95.30 M | -0.27% | 0.83% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 05/14/2026 | 318.97 K | $95.21 M | 54.42% | 0.82% |
| PARALEL ADVISORS LLC | 05/08/2026 | 300.00 K | $89.55 M | 0.00% | 0.78% |
| UBS GROUP AG | 05/05/2026 | 292.61 K | $87.35 M | -16.82% | 0.76% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 275.31 K | $82.18 M | 3.04% | 0.71% |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 04/13/2026 | 275.18 K | $82.14 M | 33.79% | 0.71% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 04/28/2026 | 259.81 K | $77.56 M | 6.02% | 0.67% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 256.48 K | $76.56 M | -22.52% | 0.66% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 248.86 K | $74.29 M | 6,865.13% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 239.10 K | $71.37 M | 100.00% | 0.62% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 234.69 K | $70.06 M | -2.86% | 0.61% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 232.57 K | $69.42 M | 100.00% | 0.60% |
| WALLEYE TRADING LLC | 05/11/2026 | 215.80 K | $64.42 M | 215,700.00% | 0.56% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 202.80 K | $60.54 M | 1,590.00% | 0.52% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 198.77 K | $59.33 M | 4.08% | 0.51% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 190.93 K | $54.46 M | 13.42% | 0.49% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 175.63 K | $52.43 M | 54.77% | 0.45% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 173.86 K | $51.90 M | 1,178.38% | 0.45% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 173.13 K | $51.68 M | -1.12% | 0.45% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 05/07/2026 | 165.97 K | $49.54 M | -1.61% | 0.43% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 161.81 K | $48.30 M | -0.19% | 0.42% |
| LONGAEVA PARTNERS L.P. | 05/15/2026 | 157.26 K | $46.94 M | 100.00% | 0.41% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 155.77 K | $46.50 M | -6.61% | 0.40% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 144.43 K | $43.11 M | 100.00% | 0.37% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 141.62 K | $42.28 M | -33.11% | 0.37% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 136.01 K | $40.88 M | 906.88% | 0.35% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 133.90 K | $39.97 M | -12.25% | 0.35% |
Evercore Inc institutional Ownership - FAQ's
During the previous two years, 894 institutional investors and hedge funds held shares of Evercore Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 3.65 M
FMR LLC: 1.67 M
Invesco Ltd.: 1.42 M
AQR CAPITAL MANAGEMENT LLC: 1.32 M
STATE STREET CORP: 1.18 M
GEODE CAPITAL MANAGEMENT, LLC: 1.04 M
91.01% of Evercore Inc stock is owned by institutional investors.
Institutional investors have bought a total of 49.47 M shares in the last 24 months. This purchase volume represents approximately $14.13 B in transactions.