Skip to content
Disclosery

EVR EVERCORE INC

Follow

Stock (common), issuer CIK 1360901

642 managers (658 13F filers) reported a position in EVR shares at 2026-03-31, 35,226,954 shares in all. 93 filers opened a position and 76 filers sold out during the quarter.

Managers
642
13F filers
658
New
93
Added
277
Reduced
189
Sold out
76
Shares held by filers
35,226,954

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 7 filers holding3,980,854$1.19B+3,968,922Timeline
BlackRock, Inc.in group BlackRock, Inc.3,648,858$1.09B0.02%+189,81013F-HRTimelineGroup
FMR LLCin group FMR LLC1,669,662$498M0.03%+413,42013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,424,686$425M0.04%+80,86013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,316,852$388M0.18%+458,88713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,179,024$352M0.01%+19,28113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,043,338$311M0.02%+118,43813F-HRTimelineGroup
TD Asset Management Inc958,472$286M0.23%-256,25413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY917,801$274M0.02%+231,19813F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding641,490$192M-182,870Timeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…623,259$186M0.03%-1,308,11513F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP548,530$164M0.03%+16,55413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC524,531$157M0.02%+85,68513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO468,882$134M0.01%+31,37613F-HR/ATimelineGroup
Fisher Asset Management, LLC424,719$127M0.04%+104,91413F-HRTimeline
Bahl & Gaynor LLC401,833$120M0.6%-19,73513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.390,584$117M0.2%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding379,898$113M-56,745Timeline
Balyasny Asset Management L.P.in group Balyasny Asset Management369,040$110M0.22%+322,93413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP357,164$107M0.01%+36,72913F-HRTimelineGroup
PRIMECAP MANAGEMENT CO/CA/353,950$106M0.08%+133,90013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.331,109$98.8M0.33%+55,03413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/326,665$97.5M0.01%-290,66713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp319,237$95.3M0.02%-86613F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …318,967$95.2M0.11%+112,41013F-HRTimelineGroup
Paralel Advisors LLC300,000$89.6M3.72%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co275,310$82.2M0.01%+8,12013F-HRTimelineGroup
Artemis Investment Management LLP275,182$82.1M0.87%+69,49513F-HRTimeline
Stephens Investment Management Group LLCgroup of 2 filers holding260,990$77.9M+14,792Timeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC256,476$76.6M0.25%-74,55113F-HRTimeline
Qube Research & Technologies Ltd248,864$74.3M0.11%+245,29113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/234,689$70.1M0.01%-6,92113F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …232,571$69.4M0.04%new13F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC198,770$59.3M0.04%+7,78413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP190,927$54.5M0.04%+22,58713F-HRTimeline
Quantinno Capital Management LP175,633$52.4M0.09%+62,15413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC173,860$51.9M0.08%+160,26013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…173,133$51.7M0.09%-1,95913F-HRTimelineGroup
TimesSquare Capital Management, LLC165,966$49.5M0.84%-2,70813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …161,805$48.3M0.04%-30713F-HRTimelineGroup
Longaeva Partners L.P.157,263$46.9M2.26%new13F-HRTimeline
Capital International Investorsin group Capital International Investo…155,769$46.5M0.01%-11,02113F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC144,432$43.1M0.18%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding141,844$42.3M-82,468Timeline
TD Waterhouse Canada Inc.136,010$40.9M0.12%+122,50213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources133,903$40M0.01%-18,69213F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson127,872$38.2M0.02%+34,81713F-HR/ATimelineGroup
ROYCE & ASSOCIATES LP126,617$37.8M0.37%+30,66913F-HRTimeline
Ceredex Value Advisors LLC123,525$36.9M1.16%+23,21513F-HRTimeline
Global Alpha Capital Management Ltd.118,857$35.5M2.13%-80013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD116,040$34.6M0.02%+29,52013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP109,630$32.7M0.04%new13F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC108,256$32.3M0.24%+35,81713F-HRTimelineGroup
BRAUN STACEY ASSOCIATES INC107,968$32.2M1.07%-2,42313F-HRTimeline
Holocene Advisors, LP107,831$32.2M0.08%-131,76913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE106,178$31.7M0.04%+65,23913F-HRTimelineGroup
SG Americas Securities, LLC103,006$30.7M0.03%+100,42213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP101,485$30.3M0.03%+92,37413F-HRTimelineGroup
Retirement Systems of Alabama100,589$30M0.1%+99713F-HRTimeline
RHUMBLINE ADVISERS100,437$30M0.03%+1,80613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC100,242$29.7M0.01%-46,43713F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC100,148$28.6M0.07%-3,67413F-HRTimeline
IEQ CAPITAL, LLC94,874$28.3M0.13%+20,82313F-HRTimeline
LORD, ABBETT & CO. LLC91,902$27.4M0.09%-289,99913F-HRTimeline
Bridgewater Associates, LP90,438$27M0.12%-17,98713F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…89,900$26.8M0.04%new13F-HRTimelineGroup
Engineers Gate Manager LP88,415$26.4M0.33%+49,81013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC86,286$25.8M0.01%+1,80713F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…85,197$25.4M0.14%+6,39213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC83,303$24.9M0.01%-27,86113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…78,241$23.3M0.03%+52,56813F-HRTimelineGroup
Swiss National Bank76,560$22.9M0.01%+48013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC75,135$22.4M0.02%-105,16913F-HRTimelineGroup
Junto Capital Management LP74,760$22.3M0.47%-147,23513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding74,731$22.3M+14,459Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO74,402$22.2M0.02%+12,96713F-HRTimelineGroup
Nuveen, LLCin group TIAA73,400$21.9M0.01%+813F-HRTimelineGroup
California Public Employees Retirement …72,919$21.8M0.01%+2,75513F-HRTimeline
ProShare Advisors LLC70,116$20.9M0.03%-34,55413F-HRTimeline
ALLIANCEBERNSTEIN L.P.61,043$20.8M0.01%-35613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC69,158$20.6M0.02%-467,48813F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD66,537$19.9M0.12%-133,95913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,536$19.9M0.01%+1,24113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC66,075$19.7M0.01%-22,06713F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…64,882$19.4M0.08%+61,00013F-HRTimeline
Treasurer of the State of North Carolina63,080$18.8M0.06%+4,94513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC61,453$18.3M0.03%+12,51013F-HRTimelineGroup
GW&K Investment Management, LLC59,232$17.7M0.16%+3,23313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD58,508$17.5M0.08%-1,41913F-HRTimelineGroup
COOKSON PEIRCE & CO INC57,450$17.1M0.73%-83613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\57,094$17M0.01%+43,41413F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD56,997$17M0.04%-6,49813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC55,954$16.7M<0.01%+1,19913F-HR/ATimelineGroup
Amundiin group Amundi55,529$16.6M<0.01%+45,16213F-HRTimelineGroup
CCM INVESTMENT ADVISERS LLC54,963$16.4M1.57%-89913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc54,895$16.4M<0.01%-4,97013F-HRTimelineGroup
STRS OHIO54,882$16.4M0.06%-113F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding53,393$15.9M+18,013Timeline
FRONTIER CAPITAL MANAGEMENT CO LLC52,890$15.8M0.16%+15,46313F-HRTimeline
MARSICO CAPITAL MANAGEMENT LLC50,839$15.2M0.45%013F-HRTimeline
Schonfeld Strategic Advisors LLC50,118$15M0.12%-3,52013F-HRTimeline
Woodline Partners LP50,083$15M0.06%new13F-HR/ATimeline
Freestone Grove Partners LP48,822$14.6M0.11%+2,04613F-HRTimeline
Empire Life Investments Inc.47,292$14.2M0.87%-5,04913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,313$14.1M<0.01%+14,24913F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…46,909$14M0.03%-1,25313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN46,000$13.7M<0.01%-84213F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS45,433$13.6M0.01%+37,21913F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…44,866$13.4M0.01%+8,34313F-HRTimeline
Epoch Investment Partners, Inc.44,475$13.3M0.08%-9,43213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP43,669$13M0.02%+32,93613F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC41,268$12.3M0.05%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC40,869$12.2M<0.01%+14,68213F-HRTimelineGroup
Cresset Asset Management, LLC40,780$12.2M0.05%+7013F-HRTimeline
Mariner, LLCin group Mariner, LLC40,337$12M0.01%+19,98713F-HRTimelineGroup
Jackson Wealth Management, LLC39,605$11.8M1.22%-50013F-HRTimeline
CWM, LLCin group CWM, LLC39,349$11.7M0.03%+11,62213F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC38,798$11.6M0.43%-2,04813F-HRTimeline
Morse Asset Management, Inc38,455$11.5M2.39%-21913F-HRTimeline
Interval Partners, LP36,714$11M0.38%-34,67113F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…36,343$10.8M0.02%-32513F-HRTimeline
Leeward Investments, LLC - MA36,151$10.8M0.53%-1,24413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP35,989$10.7M0.01%+1,29113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…35,712$10.7M0.03%-36913F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC35,668$10.6M0.78%-47,23413F-HRTimeline
Cander Asset Management LP35,610$10.6M1.91%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding34,954$10.5M+4,952Timeline
SEGALL BRYANT & HAMILL, LLC34,507$10.3M0.15%new13F-HR/ATimeline
Prana Capital Management, LP34,376$10.3M0.31%+12,32713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,308$10.2M0.01%-2,55713F-HRTimelineGroup
PINNACLE ASSOCIATES LTD32,577$9.72M0.12%+10,94313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA32,471$9.69M0.05%-2,74313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd32,349$9.66M0.17%new13F-HRTimelineGroup
APPLETON PARTNERS INC/MA31,925$9.53M0.66%+1,22113F-HRTimeline
Trexquant Investment LP30,884$9.22M0.07%+19,99713F-HRTimeline
BOKF, NAin group BOKF, NA30,815$9.2M0.14%-6,71613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,576$9.13M0.01%+29,08013F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC30,416$9.08M0.3%-1,63013F-HRTimeline
Verdence Capital Advisors LLC29,805$8.9M0.52%-3,35213F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC28,732$8.58M0.03%-27,30213F-HRTimeline
FIL Ltdin group FIL Ltd28,106$8.39M0.01%new13F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co27,364$8.18M0.01%+43213F-HRTimelineGroup
Channing Capital Management, LLC27,362$8.17M0.21%-192,36613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP26,644$7.95M0.01%-2,49513F-HRTimelineGroup
LPL Financial LLC26,274$7.84M<0.01%+3,08713F-HRTimeline
Entropy Technologies, LP25,911$7.73M0.36%new13F-HRTimeline
Creative Planningin group Creative Planning25,207$7.52M0.01%+10,73613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL25,157$7.51M0.02%+12,03913F-HRTimeline
Sarasin & Partners LLPin group Sarasin & Partners LLP25,000$7.46M0.09%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,006$7.26M<0.01%+24,30513F-HRTimelineGroup
Man Group plcin group Man Group plc24,130$7.2M0.01%-20,08913F-HRTimelineGroup
SummitTX Capital, L.P.24,089$7.19M0.23%+17,67613F-HRTimeline
Dorsey Wright & Associates23,101$6.9M0.85%+10,63413F-HRTimeline
ALGERT GLOBAL LLC23,049$6.88M0.1%+12,95013F-HR/ATimeline
HRT FINANCIAL LP22,645$6.76M0.02%+17,30313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding22,465$6.71M+12,005Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…22,057$6.58M0.01%-1,13713F-HRTimelineGroup
Advisors Capital Management, LLC21,641$6.46M0.08%-32413F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND21,401$6.39M0.01%-49,72713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,068$6.36M0.01%+7,10913F-HRTimeline
PEREGRINE INVESTMENT MANAGEMENT INC21,210$6.33M4.98%-3,90013F-HRTimeline
BW Gestao de Investimentos Ltda.21,010$6.27M0.28%-50213F-HRTimeline
Gotham Asset Management, LLC20,676$6.17M0.02%-11213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,319$6.07M0.19%-32313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…18,998$5.67M0.03%+12913F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG18,222$5.44M0.05%013F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…17,781$5.31M0.77%new13F-HRTimeline
AMALGAMATED BANK17,615$5.26M0.04%+25213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC17,527$5.23M0.01%-10,03313F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT17,242$5.15M0.04%-88213F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding17,217$5.14M+514Timeline
PEAK6 LLCin group PEAK6 LLC17,138$5.12M0.15%new13F-HRTimelineGroup
Advisory Services Network, LLC17,048$5.09M0.07%+55313F-HRTimeline
Horizon Investments, LLC16,919$5.05M0.06%+15,97213F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding16,858$5.03M+12,015Timeline
Waratah Capital Advisors Ltd.16,581$4.95M0.44%-10,42913F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC16,460$4.91M0.07%+2,25313F-HRTimeline
Sequoia Financial Advisors, LLC16,372$4.89M0.03%-20513F-HRTimeline
Prescott Group Capital Management, L.L.…16,137$4.82M0.48%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…16,090$4.8M0.23%-8,10513F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…15,868$4.74M0.01%+2,97213F-HRTimeline
Centric Wealth Management14,764$4.71M0.94%-7613F-HRTimeline
Police & Firemen's Retirement System of…15,673$4.68M0.04%+9513F-HRTimeline
SYON CAPITAL LLC15,625$4.66M0.23%-3,88313F-HRTimeline
Caisse de depot et placement du Quebec15,213$4.54M0.01%+7,72913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC15,090$4.5M0.02%-13613F-HRTimelineGroup
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…15,000$4.48M0.01%new13F-HRTimelineGroup
Harbor Advisors LLC15,000$4.48M0.65%013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…14,822$4.42M0.05%-1,27513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,802$4.42M0.01%+6,41513F-HRTimeline
State of Tennessee, Department of Treas…14,734$4.4M0.01%013F-HRTimeline
EFG International AGin group EFG International AG14,483$4.32M0.09%-12,33813F-HRTimelineGroup
Polar Asset Management Partners Inc.14,457$4.32M0.1%-28,14313F-HRTimeline
Campbell & CO Investment Adviser LLC14,272$4.26M0.24%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …14,147$4.22M0.01%+1,66013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT13,834$4.13M0.04%-12,30013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13,563$4.05M0.34%-87513F-HRTimelineGroup
TREMBLANT CAPITAL GROUPin group TREMBLANT CAPITAL GROUP13,481$4.02M0.13%-132,16513F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO12,947$3.86M0.71%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,945$3.86M0.01%+1,58813F-HRTimeline