Evercore Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 3.90 M | $1.32 B | 1.69% | 8.87% |
| BLACKROCK, INC. | 11/12/2025 | 3.46 M | $1.17 B | -3.20% | 7.86% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 2.02 M | $682.57 M | 259.02% | 4.60% |
| INVESCO LTD. | 11/13/2025 | 1.35 M | $456.45 M | -3.84% | 3.08% |
| BOSTON PARTNERS | 11/13/2025 | 1.25 M | $421.25 M | -27.39% | 2.84% |
| TD ASSET MANAGEMENT INC | 11/10/2025 | 1.18 M | $398.87 M | 23.76% | 2.69% |
| STATE STREET CORP | 11/14/2025 | 1.18 M | $396.81 M | 4.13% | 2.68% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 967.80 K | $326.46 M | 10.88% | 2.20% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 940.47 K | $317.28 M | 13.09% | 2.14% |
| FMR LLC | 11/13/2025 | 850.44 K | $286.87 M | -1.35% | 1.93% |
| MORGAN STANLEY | 11/14/2025 | 620.08 K | $209.16 M | -2.74% | 1.41% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 611.82 K | $206.38 M | -6.50% | 1.39% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2025 | 604.77 K | $204.00 M | 0.62% | 1.38% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 524.30 K | $176.86 M | -16.35% | 1.19% |
| JPMORGAN CHASE & CO | 11/26/2025 | 518.09 K | $174.76 M | -14.56% | 1.18% |
| BAHL & GAYNOR INC | 11/12/2025 | 444.02 K | $149.78 M | -4.43% | 1.01% |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 11/14/2025 | 434.21 K | $146.47 M | 75.48% | 0.99% |
| UBS GROUP AG | 11/13/2025 | 402.69 K | $135.84 M | 117.29% | 0.92% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 373.15 K | $125.87 M | -5.55% | 0.85% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 356.87 K | $120.38 M | -0.23% | 0.81% |
| LORD, ABBETT & CO. LLC | 11/13/2025 | 354.11 K | $119.45 M | 173.77% | 0.81% |
| NORTHERN TRUST CORP | 11/14/2025 | 333.47 K | $112.49 M | 4.99% | 0.76% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 326.49 K | $110.13 M | 30.05% | 0.74% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 325.18 K | $109.69 M | 1.69% | 0.74% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 308.40 K | $104.03 M | -19.06% | 0.70% |
| PARALEL ADVISORS LLC | 11/04/2025 | 300.00 K | $101.20 M | 0.00% | 0.68% |
| CHANNING CAPITAL MANAGEMENT, LLC | 11/10/2025 | 266.47 K | $89.88 M | -26.74% | 0.61% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 264.92 K | $89.36 M | -4.92% | 0.60% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 263.16 K | $88.77 M | -27.33% | 0.60% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 10/28/2025 | 245.31 K | $82.75 M | -17.81% | 0.56% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 245.07 K | $82.67 M | -80.34% | 0.56% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/12/2025 | 224.35 K | $75.68 M | -2.76% | 0.51% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 212.05 K | $71.53 M | 4.08% | 0.48% |
| MACQUARIE GROUP LTD | 11/13/2025 | 210.48 K | $71.00 M | 0.08% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 197.24 K | $66.53 M | 1.01% | 0.45% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 180.31 K | $61.42 M | -10.34% | 0.41% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 11/07/2025 | 175.99 K | $59.37 M | 148.57% | 0.40% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 172.88 K | $58.31 M | -11.70% | 0.39% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 170.09 K | $57.37 M | -18.86% | 0.39% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 11/13/2025 | 162.44 K | $54.79 M | -0.55% | 0.37% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2025 | 160.54 K | $54.15 M | 100.00% | 0.37% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 154.04 K | $51.96 M | 6.43% | 0.35% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 11/07/2025 | 148.69 K | $50.15 M | 41.14% | 0.34% |
| AZORA CAPITAL LP | 11/14/2025 | 128.95 K | $43.50 M | 100.00% | 0.29% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 123.33 K | $41.60 M | -15.57% | 0.28% |
| PROSHARE ADVISORS LLC | 11/06/2025 | 116.87 K | $39.42 M | -33.68% | 0.27% |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 11/13/2025 | 111.64 K | $37.66 M | 100.00% | 0.25% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 111.58 K | $37.64 M | 18.60% | 0.25% |
| CRAMER ROSENTHAL MCGLYNN LLC | 11/12/2025 | 110.58 K | $37.30 M | -16.77% | 0.25% |
| WCM INVESTMENT MANAGEMENT, LLC | 11/04/2025 | 109.84 K | $37.42 M | -0.51% | 0.25% |
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Evercore Inc. institutional Ownership - FAQ's
During the previous two years, 867 institutional investors and hedge funds held shares of Evercore Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 3.9 M
BlackRock, Inc.: 3.46 M
WELLINGTON MANAGEMENT GROUP LLP: 2.02 M
Invesco Ltd.: 1.35 M
Boston Partners: 1.25 M
TD ASSET MANAGEMENT INC: 1.18 M
78.86% of Evercore Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 48.94 M shares in the last 24 months. This purchase volume represents approximately $16.11 B in transactions.