Who Owns EVR?

Evercore Inc. — Institutional Ownership & 13F Holdings

$340.60

-7.18 (-2.06%)

Market Cap

$14.0B

Shares Outstanding

39,605,400

Institutional Holders

544

Total Inst. Value

$174.6B

% of Float Held

91.3%

QoQ Holder Change

+196

Institutional data as of Q1 2025

New Positions

121

Closed Positions

94

Increased

205

Decreased

166

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1EMINENCE CAPITAL, LPNew$106.7B534,375
2PRIMECAP MANAGEMENT CO/CA/$50.4B252,130
3CANADA PENSION PLAN INVESTMENT BOARD$12.4B62,300
4VANGUARD GROUP INC$771.5M3,862,690
5BlackRock, Inc.$713.0M3,570,135
6STATE STREET CORP$227.3M1,138,136
7Invesco Ltd.$173.1M866,877
8UBS Group AG$156.2M782,186
9GEODE CAPITAL MANAGEMENT, LLC$154.2M771,977
10MORGAN STANLEY$141.7M709,353

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
EMINENCE CAPITAL, LPNew+534K$106.7B
CANADA PENSION PLAN INVESTMENT BOARD+26K$12.4B
VANGUARD GROUP INC+26K$771.5M
STATE STREET CORP+14K$227.3M
UBS Group AG+600K$156.2M

Top Sellers

FundShares RemovedValue
FMR LLC-839K$39.0M
WELLINGTON MANAGEMENT GROUP LLP-686K$33.9M
LORD, ABBETT & CO. LLC-631K$24.7M
Invesco Ltd.-557K$173.1M
TD ASSET MANAGEMENT INC-373K$117K

Famous Fund Managers

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Frequently Asked Questions

How many institutional investors hold EVR?

As of Q1 2025, 544 institutional investors report holding EVR (Evercore Inc.) in their 13F filings.

What percentage of Evercore Inc. is owned by institutions?

Institutional investors hold approximately 91.3% of Evercore Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most EVR?

The largest institutional holder of EVR is EMINENCE CAPITAL, LP with $106.7B in shares.

Are institutions buying or selling EVR?

This quarter, 121 institutions opened new positions in EVR and 94 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.