13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Investment AdviceInflation hedgeYield
EVR

EVERCORE INC

674 institutions still hold EVERCORE INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 29977A105·Investment Advice·674 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.2%
vs prior quarter
13F value held
$6.1B
78.0% inst. owned
of float
Holders
674
-129 QoQ
filers reporting
Activity
+8 / −15
+798 added · −869 reduced
this quarter
Concentration
17.86%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

674 institutions reported EVR in Q1 2026. BlackRock, Inc. leads at 17.9% of the visible book. -129 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$1.1B3.6M0.02%Q1 202602
Vanguard Portfolio Management
CIK 0002100121
$589M2.0M0.03%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$506M1.7M0.01%Q1 202604
FMR LLC
CIK 0000315066
$498M1.7M0.03%Q1 202605
Invesco Ltd.
CIK 0000914208
$425M1.4M0.07%Q1 202606
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$388M1.3M0.18%Q1 202607
STATE STREET CORP
CIK 0000093751
$352M1.2M0.01%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$311M1.0M0.02%Q1 202609
TD ASSET MANAGEMENT INC
CIK 0001056053
$286M958K0.23%Q1 202610
MORGAN STANLEY
CIK 0000895421
$274M918K0.02%Q1 202611
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$186M623K0.03%Q1 202612
Boston Partners
CIK 0001386060
$173M580K0.18%Q1 202613
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$164M549K0.03%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$157M525K0.02%Q1 202615
JPMORGAN CHASE & CO
CIK 0000019617
$134M469K0.01%Q1 202616
Fisher Asset Management, LLC
CIK 0000850529
$127M425K0.04%Q1 202617
Point72 Asset Management, L.P.
CIK 0001603466
$117M391K0.15%Q1 202618
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$110M369K0.14%Q1 202619
NORTHERN TRUST CORP
CIK 0000073124· Index
$107M357K0.01%Q1 202620
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
$106M354K0.08%Q1 2026
Page 1 of 34
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