Evercore Inc.

Historical 13F Holders

Symbol
EVR
CUSIP
29977A105
All holders as of
Q2 2026
Type
Equity
Class
CLASS A
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 29977A105 since 12/18/2024, newest first.

Filer % of Class Filed
Vanguard Portfolio Management LLC 13G 5.1% 7/31/2026
Event 6/30/2026
Vanguard Capital Management LLC 13G 5.0% 4/29/2026
Event 3/31/2026
Vanguard Group Inc 13G/A Amendment 14 0% 3/26/2026
Event 3/13/2026
Wellington Management Group LLP 13G/A Amendment 1
5.0%
Checked 5% or less
2/10/2026
Event 12/31/2025
Wellington Management Group LLP 13G
5.2% 11/12/2025
Event 9/30/2025
Edward S. Hyman 13D/A Amendment 1 4.3% 2/12/2025
Event 2/10/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 43 334 k $81.3 M
2026 Q2 745 50.8 M $12.3 B
2026 Q1 691 35.2 M $10.5 B
2025 Q4 660 35.2 M $12.0 B
2025 Q3 653 35.4 M $11.9 B
2025 Q2 597 35.9 M $9.70 B
2025 Q1 582 34.5 M $6.88 B
2024 Q4 605 33.3 M $9.23 B
2024 Q3 538 34.2 M $8.63 B
2024 Q2 493 35.9 M $7.49 B
2024 Q1 499 36.3 M $6.98 B
2023 Q4 454 35.4 M $6.06 B
2023 Q3 421 33.5 M $4.62 B
2023 Q2 416 33.5 M $4.14 B
2023 Q1 439 33.3 M $3.82 B
2022 Q4 414 34.1 M $3.72 B
2022 Q3 386 32.3 M $2.67 B
2022 Q2 400 31.9 M $2.98 B
2022 Q1 426 34.1 M $3.80 B
2021 Q4 457 34.4 M $4.68 B
2021 Q3 443 34.7 M $4.64 B
2021 Q2 448 35.7 M $5.04 B
2021 Q1 430 37.5 M $4.94 B
2020 Q4 372 37.2 M $4.08 B
2020 Q3 315 36.5 M $2.39 B
2020 Q2 320 36.1 M $2.13 B
2020 Q1 300 36.1 M $1.67 B
2019 Q4 340 38.4 M $2.86 B
2019 Q3 350 37.4 M $2.99 B
2019 Q2 355 38.7 M $3.42 B
2019 Q1 357 38.3 M $3.48 B
2018 Q4 349 38.2 M $2.72 B
2018 Q3 385 40.8 M $4.10 B
2018 Q2 386 40.1 M $4.22 B
2018 Q1 368 40.2 M $3.51 B
2017 Q4 344 38.7 M $3.48 B
2017 Q3 307 37.5 M $3.01 B
2017 Q2 308 38.6 M $2.72 B
2017 Q1 298 39.3 M $3.07 B
2016 Q4 284 37.2 M $2.57 B
2016 Q3 235 36.3 M $1.87 B
2016 Q2 233 35.7 M $1.58 B
2016 Q1 238 35.8 M $1.85 B
2015 Q4 235 37.7 M $2.04 B
2015 Q3 213 34.5 M $1.73 B
2015 Q2 205 33.4 M $1.80 B
2015 Q1 210 33.5 M $1.73 B
2014 Q4 206 32.9 M $1.73 B
2014 Q3 227 32.7 M $1.54 B
2014 Q2 207 33.8 M $1.95 B
2014 Q1 222 31.6 M $1.75 B