Evercore Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 3.72 M | $1.27 B | 1.83% | 9.62% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.96 M | $667.91 M | -0.91% | 5.06% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.71 M | $584.20 M | 29.93% | 4.43% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.68 M | $573.69 M | -0.87% | 4.35% |
| INVESCO LTD. | 08/14/2026 | 1.60 M | $547.22 M | 12.49% | 4.15% |
| STATE STREET CORP | 08/07/2026 | 1.21 M | $411.82 M | 2.30% | 3.12% |
| FMR LLC | 08/13/2026 | 1.13 M | $386.67 M | -32.17% | 2.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.10 M | $375.11 M | 5.28% | 2.84% |
| MORGAN STANLEY | 08/13/2026 | 803.02 K | $274.18 M | -12.51% | 2.08% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 637.46 K | $217.66 M | 821.75% | 1.65% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 624.99 K | $213.40 M | 0.28% | 1.62% |
| BOSTON PARTNERS | 08/04/2026 | 614.52 K | $209.82 M | 5.92% | 1.59% |
| TD ASSET MANAGEMENT INC | 08/04/2026 | 609.11 K | $207.97 M | -36.45% | 1.58% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 556.42 K | $189.97 M | 1.44% | 1.44% |
| UBS GROUP AG | 08/13/2026 | 503.40 K | $171.88 M | 72.04% | 1.30% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 423.88 K | $144.73 M | -0.20% | 1.10% |
| NORGES BANK | 08/12/2026 | 417.04 K | $142.39 M | 100.00% | 1.08% |
| JPMORGAN CHASE & CO | 08/12/2026 | 409.20 K | $137.52 M | -12.73% | 1.06% |
| BAHL & GAYNOR INC | 08/13/2026 | 395.49 K | $135.04 M | -1.58% | 1.02% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 08/13/2026 | 393.11 K | $134.22 M | 23.25% | 1.02% |
| PRIMECAP MANAGEMENT CO/CA/ | 08/14/2026 | 376.15 K | $128.43 M | 6.27% | 0.97% |
| NORTHERN TRUST CORP | 08/13/2026 | 353.32 K | $120.64 M | -1.08% | 0.91% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 349.68 K | $119.40 M | -33.33% | 0.91% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 347.15 K | $118.53 M | 49.27% | 0.90% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 344.52 K | $117.63 M | -11.79% | 0.89% |
| CAPITAL INTERNATIONAL INVESTORS | 08/12/2026 | 324.75 K | $110.88 M | 108.48% | 0.84% |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 07/23/2026 | 315.76 K | $107.81 M | 14.75% | 0.82% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 310.11 K | $105.88 M | -6.34% | 0.80% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 302.83 K | $103.40 M | -5.14% | 0.78% |
| PARALEL ADVISORS LLC | 08/11/2026 | 300.00 K | $102.43 M | 0.00% | 0.78% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 07/29/2026 | 282.83 K | $96.57 M | 8.86% | 0.73% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 275.40 K | $94.03 M | 0.03% | 0.71% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 275.40 K | $94.03 M | 100.00% | 0.71% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 250.10 K | $85.39 M | 0.49% | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 243.11 K | $83.01 M | 1.68% | 0.63% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 239.49 K | $81.77 M | -6.62% | 0.62% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 218.04 K | $74.45 M | -7.10% | 0.56% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 217.21 K | $74.16 M | 50.39% | 0.56% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 197.93 K | $67.58 M | 95.04% | 0.51% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 197.64 K | $67.48 M | -0.57% | 0.51% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 194.74 K | $66.49 M | 133.77% | 0.50% |
| AZORA CAPITAL LP | 08/14/2026 | 186.03 K | $63.52 M | 100.00% | 0.48% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 184.97 K | $63.16 M | 5.32% | 0.48% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/13/2026 | 172.70 K | $57.81 M | -9.55% | 0.45% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 170.14 K | $58.09 M | -1.73% | 0.44% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 08/07/2026 | 165.96 K | $56.67 M | 0.00% | 0.43% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 156.18 K | $53.33 M | -10.17% | 0.40% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 139.27 K | $47.55 M | 9.99% | 0.36% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 134.07 K | $45.78 M | -17.14% | 0.34% |
| JUPITER TOPCO LLC | 08/14/2026 | 132.40 K | $45.23 M | 100.00% | 0.34% |
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Evercore Inc institutional Ownership - FAQ's
During the previous two years, 970 institutional investors and hedge funds held shares of Evercore Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 3.72 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 1.96 M
AQR CAPITAL MANAGEMENT LLC: 1.71 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.68 M
Invesco Ltd.: 1.6 M
STATE STREET CORP: 1.21 M
93.61% of Evercore Inc stock is owned by institutional investors.
Institutional investors have bought a total of 53.88 M shares in the last 24 months. This purchase volume represents approximately $15.39 B in transactions.