Evercore Inc. (EVR) — Institutional Holders, Q2 2026
714 institutional investment managers reported a EVR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EVR in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MILLENNIUM MANAGEMENTAdded · +568,306 sh+$194.0M
- AQR CAPITAL MANAGEMENTAdded · +394,130 sh+$134.6M
- UBS Group AGAdded · +210,798 sh+$72.0M
- Azora CapitalNew · +186,028 sh+$63.5M
- Invesco Ltd.Added · +177,987 sh+$60.8M
Biggest sellers
- FMRTrimmed · -537,181 sh-$183.4M
- TD ASSET MANAGEMENTTrimmed · -349,363 sh-$119.3M
- BALYASNY ASSET MANAGEMENT L.P.Trimmed · -310,243 sh-$105.9M
- PRICE T ROWE ASSOCIATESTrimmed · -289,174 sh-$98.7M
- GOLDMAN SACHS GROUPTrimmed · -174,848 sh-$59.7M
EVR 13F holders ranked 1–100 of 714
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 3,715,623 sh | 3,715,623 | $1.3B | 0.02% | +1.8% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT#2 · 1,956,150 sh | 1,956,150 | $667.9M | 0.03% | -0.9% |
| 3 | AQR CAPITAL MANAGEMENT#3 · 1,710,982 sh | 1,710,982 | $584.2M | 0.20% | +29.9% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 1,680,210 sh | 1,680,210 | $573.7M | 0.01% | -0.9% |
| 5 | Invesco Ltd.#5 · 1,602,673 sh | 1,602,673 | $547.2M | 0.04% | +12.5% |
| 6 | STATE STREET#6 · 1,206,119 sh | 1,206,119 | $411.8M | 0.01% | +2.3% |
| 7 | FMR#7 · 1,132,481 sh | 1,132,481 | $386.7M | 0.02% | -32.2% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 1,098,427 sh | 1,098,427 | $375.1M | 0.02% | +5.3% |
| 9 | MORGAN STANLEY#9 · 803,015 sh | 803,015 | $274.2M | 0.01% | -12.5% |
| 10 | MILLENNIUM MANAGEMENT#10 · 637,464 sh | 637,464 | $217.7M | 0.08% | +821.8% |
| 11 | WELLINGTON MANAGEMENT GROUP LLP#11 · 624,987 sh | 624,987 | $213.4M | 0.04% | +0.3% |
| 12 | Boston Partners#12 · 614,517 sh | 614,517 | $209.8M | 0.19% | +5.9% |
| 13 | TD ASSET MANAGEMENT#13 · 609,109 sh | 609,109 | $208.0M | 0.18% | -36.4% |
| 14 | DIMENSIONAL FUND ADVISORS#14 · 556,420 sh | 556,420 | $190.0M | 0.03% | +1.4% |
| 15 | UBS Group AG#15 · 503,403 sh | 503,403 | $171.9M | 0.02% | +72.0% |
| 16 | Fisher Asset Management#16 · 423,875 sh | 423,875 | $144.7M | 0.04% | -0.2% |
| 17 | NORGES BANK#17 · 417,041 sh | 417,041 | $142.4M | 0.01% | — |
| 18 | JPMORGAN CHASE#18 · 409,197 sh | 409,197 | $137.5M | <0.01% | -12.7% |
| 19 | BAHL & GAYNOR#19 · 395,493 sh | 395,493 | $135.0M | 0.62% | -1.6% |
| 20 | BNP Paribas Asset Management Holding S.A.#20 · 393,112 sh | 393,112 | $134.2M | 0.13% | +23.2% |
| 21 | PRIMECAP MANAGEMENT#21 · 376,150 sh | 376,150 | $128.4M | 0.08% | +6.3% |
| 22 | NORTHERN#22 · 353,320 sh | 353,320 | $120.6M | 0.01% | -1.1% |
| 23 | GOLDMAN SACHS GROUP#23 · 349,683 sh | 349,683 | $119.4M | 0.01% | -33.3% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#24 · 347,147 sh | 347,147 | $118.5M | 0.05% | +49.3% |
| 25 | Point72 Asset Management, L.P.#25 · 344,521 sh | 344,521 | $117.6M | 0.13% | -11.8% |
| 26 | Capital International Investors#26 · 324,747 sh | 324,747 | $110.9M | 0.02% | +108.5% |
| 27 | Artemis Investment Management LLP#27 · 315,762 sh | 315,762 | $107.8M | — | +14.7% |
| 28 | FULLER & THALER ASSET MANAGEMENT#28 · 310,105 sh | 310,105 | $105.9M | 0.29% | -6.3% |
| 29 | Bank of New York Mellon#29 · 302,828 sh | 302,828 | $103.4M | 0.02% | -5.1% |
| 30 | Paralel Advisors#30 · 300,000 sh | 300,000 | $102.4M | 3.96% | 0.0% |
| 31 | Stephens Investment Management Group#31 · 282,832 sh | 282,832 | $96.6M | 1.04% | +8.9% |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT#32 · 275,398 sh | 275,398 | $94.0M | 0.01% | 0.0% |
| 33 | Qube Research & Technologies Ltd#33 · 250,095 sh | 250,095 | $85.4M | 0.08% | +0.5% |
| 34 | VANGUARD FIDUCIARY#34 · 243,109 sh | 243,109 | $83.0M | 0.02% | +1.7% |
| 35 | WILLIAM BLAIR INVESTMENT MANAGEMENT#35 · 239,490 sh | 239,490 | $81.8M | 0.25% | -6.6% |
| 36 | BANK OF AMERICA#36 · 218,035 sh | 218,035 | $74.4M | <0.01% | -7.1% |
| 37 | JACOBS LEVY EQUITY MANAGEMENT#37 · 217,208 sh | 217,208 | $74.2M | 0.27% | +50.4% |
| 38 | TWO SIGMA INVESTMENTS#38 · 197,932 sh | 197,932 | $67.6M | 0.05% | +95.0% |
| 39 | VICTORY CAPITAL MANAGEMENT#39 · 197,638 sh | 197,638 | $67.5M | 0.04% | -0.6% |
| 40 | AMERICAN CENTURY COMPANIES#40 · 194,737 sh | 194,737 | $66.5M | 0.03% | +133.8% |
| 41 | Azora Capital#41 · 186,028 sh | 186,028 | $63.5M | 2.68% | New |
| 42 | Quantinno Capital Management#42 · 184,970 sh | 184,970 | $63.2M | 0.08% | +5.3% |
| 43 | Rockefeller Capital Management L.P.#43 · 170,140 sh | 170,140 | $58.1M | 0.09% | -1.7% |
| 44 | SCHRODER INVESTMENT MANAGEMENT GROUP#44 · 172,702 sh | 172,702 | $57.8M | 0.04% | -9.5% |
| 45 | TimesSquare Capital Management#45 · 165,959 sh | 165,959 | $56.7M | 0.83% | 0.0% |
| 46 | RENAISSANCE TECHNOLOGIES#46 · 156,180 sh | 156,180 | $53.3M | 0.07% | -10.2% |
| 47 | ROYCE & ASSOCIATES#47 · 139,266 sh | 139,266 | $47.6M | 0.38% | +10.0% |
| 48 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#48 · 134,065 sh | 134,065 | $45.8M | 0.04% | -17.1% |
| 49 | Jupiter Topco#49 · 132,403 sh | 132,403 | $45.2M | 0.02% | — |
| 50 | AMERIPRISE FINANCIAL#50 · 127,099 sh | 127,099 | $43.4M | <0.01% | +127.1% |
| 51 | NOMURA ASSET MANAGEMENT INTERNATIONAL#51 · 121,454 sh | 121,454 | $41.5M | 0.06% | -14.2% |
| 52 | Neuberger Berman Group#52 · 118,792 sh | 118,792 | $40.6M | 0.03% | +58.1% |
| 53 | Global Alpha Capital Management Ltd.#53 · 118,121 sh | 118,121 | $40.3M | 2.42% | -0.6% |
| 54 | FRANKLIN RESOURCES#54 · 117,846 sh | 117,846 | $40.2M | <0.01% | -12.0% |
| 55 | Boston Walden#55 · 115,831 sh | 115,831 | $39.5M | 0.30% | +88.9% |
| 56 | Ceredex Value Advisors#56 · 108,250 sh | 108,250 | $37.0M | 1.04% | -12.4% |
| 57 | BRAUN STACEY ASSOCIATES#57 · 107,878 sh | 107,878 | $36.8M | — | -0.1% |
| 58 | WESTWOOD GROUP#58 · 104,279 sh | 104,279 | $35.6M | 0.27% | -3.7% |
| 59 | Holocene Advisors#59 · 102,758 sh | 102,758 | $35.1M | 0.08% | -4.7% |
| 60 | Alyeska Investment Group, L.P.#60 · 100,016 sh | 100,016 | $34.1M | 0.09% | +2573.5% |
| 61 | RHUMBLINE ADVISERS#61 · 99,799 sh | 99,799 | $34.1M | 0.03% | -0.6% |
| 62 | RAYMOND JAMES FINANCIAL#62 · 98,494 sh | 98,494 | $33.6M | <0.01% | -1.7% |
| 63 | WCM INVESTMENT MANAGEMENT#63 · 99,887 sh | 99,887 | $33.4M | 0.06% | -0.3% |
| 64 | IEQ CAPITAL#64 · 94,525 sh | 94,525 | $32.3M | 0.15% | -0.4% |
| 65 | Retirement Systems of Alabama#65 · 93,181 sh | 93,181 | $31.8M | 0.10% | -7.4% |
| 66 | CANADA PENSION PLAN INVESTMENT BOARD#66 · 91,600 sh | 91,600 | $31.3M | 0.02% | -21.1% |
| 67 | LORD, ABBETT#67 · 91,374 sh | 91,374 | $31.2M | 0.09% | -0.6% |
| 68 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#68 · 89,248 sh | 89,248 | $30.5M | <0.01% | +2.2% |
| 69 | PRINCIPAL FINANCIAL GROUP#69 · 87,797 sh | 87,797 | $30.0M | 0.01% | +1.8% |
| 70 | FORT WASHINGTON INVESTMENT ADVISORS#70 · 87,345 sh | 87,345 | $29.8M | — | +2.5% |
| 71 | SG Americas Securities#71 · 82,413 sh | 82,413 | $28.1M | 0.02% | -20.0% |
| 72 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#72 · 81,982 sh | 81,982 | $28.0M | 0.10% | +26.4% |
| 73 | MARSICO CAPITAL MANAGEMENT#73 · 79,919 sh | 79,919 | $27.3M | 0.71% | +57.2% |
| 74 | SEI INVESTMENTS#74 · 78,541 sh | 78,541 | $26.8M | 0.02% | +5.6% |
| 75 | Nuveen#75 · 77,054 sh | 77,054 | $26.3M | <0.01% | +5.0% |
| 76 | ProShare Advisors#76 · 75,810 sh | 75,810 | $25.9M | 0.04% | +8.1% |
| 77 | Swiss National Bank#77 · 75,520 sh | 75,520 | $25.8M | 0.01% | -1.4% |
| 78 | TD Waterhouse Canada#78 · 74,739 sh | 74,739 | $25.5M | — | -45.0% |
| 79 | Interval Partners#79 · 74,149 sh | 74,149 | $25.3M | 0.65% | +102.0% |
| 80 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#80 · 73,820 sh | 73,820 | $25.2M | 0.01% | +1.2% |
| 81 | FLPUTNAM INVESTMENT MANAGEMENT#81 · 73,592 sh | 73,592 | $25.1M | 0.30% | New |
| 82 | Cerity Partners#82 · 73,252 sh | 73,252 | $25.0M | 0.03% | +19.2% |
| 83 | Woodline Partners#83 · 70,414 sh | 70,414 | $24.0M | 0.07% | +40.6% |
| 84 | Longaeva Partners L.P.#84 · 67,925 sh | 67,925 | $23.2M | 0.51% | -56.8% |
| 85 | Treasurer of the State of North Carolina#85 · 63,330 sh | 63,330 | $21.6M | 0.06% | +0.4% |
| 86 | DRIEHAUS CAPITAL MANAGEMENT#86 · 62,852 sh | 62,852 | $21.5M | 0.12% | New |
| 87 | FRONTIER CAPITAL MANAGEMENT#87 · 62,310 sh | 62,310 | $21.3M | 0.20% | +17.8% |
| 88 | Mariner#88 · 61,662 sh | 61,662 | $21.1M | 0.02% | +52.9% |
| 89 | GW&K Investment Management#89 · 59,232 sh | 59,232 | $20.2M | 0.16% | 0.0% |
| 90 | BALYASNY ASSET MANAGEMENT L.P.#90 · 58,797 sh | 58,797 | $20.1M | 0.03% | -84.1% |
| 91 | COOKSON PEIRCE#91 · 57,371 sh | 57,371 | $19.6M | 0.65% | -0.1% |
| 92 | Russell Investments Group, Ltd.#92 · 57,145 sh | 57,145 | $19.5M | 0.02% | -27.0% |
| 93 | WELLS FARGO & COMPANY#93 · 56,837 sh | 56,837 | $19.4M | <0.01% | +23.6% |
| 94 | MACQUARIE GROUP LTD#94 · 56,800 sh | 56,800 | $19.4M | 0.08% | -14.6% |
| 95 | STRS OHIO#95 · 56,474 sh | 56,474 | $19.3M | 0.07% | +2.9% |
| 96 | Legal & General Group Plc#96 · 56,081 sh | 56,081 | $19.1M | <0.01% | +2.2% |
| 97 | CCM INVESTMENT ADVISERS#97 · 55,434 sh | 55,434 | $18.9M | 1.46% | +0.9% |
| 98 | ALLIANCEBERNSTEIN L.P.#98 · 60,674 sh | 60,674 | $18.1M | <0.01% | -0.6% |
| 99 | STATE OF WISCONSIN INVESTMENT BOARD#99 · 52,315 sh | 52,315 | $17.9M | 0.04% | -8.2% |
| 100 | PANAGORA ASSET MANAGEMENT#100 · 51,078 sh | 51,078 | $17.4M | 0.05% | +23.8% |
Funds that sold out of EVR in Q2 2026 (46)
Held EVR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.