Evercore Inc. — Institutional Ownership
Which tracked institutions hold EVR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
44
Funds holding
$3578810190
Total value held
Buying
26 added/new · 18 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1268662228 | 3715623 | +66765 | +1.83% |
| 2 | Invesco Ltd. | $547216798 | 1602673 | +1602673 | NEW BUY |
| 3 | State Street Corp | $411817271 | 1206119 | +27095 | +2.30% |
| 4 | Morgan Stanley | $274182375 | 803015 | -114786 | -12.51% |
| 5 | Ubs Group Ag | $171881920 | 503403 | +503403 | NEW BUY |
| 6 | Jpmorgan Chase & Co | $137519042 | 409197 | -59685 | -12.73% |
| 7 | Northern Trust Corp | $120637581 | 353320 | -3844 | -1.08% |
| 8 | Goldman Sachs Group Inc | $119395883 | 349683 | -174848 | -33.33% |
| 9 | Bank Of New York Mellon Corp | $103397520 | 302828 | -16409 | -5.14% |
| 10 | Bank Of America Corp /De/ | $74445784 | 218035 | -16654 | -7.10% |
| 11 | Ameriprise Financial Inc | $43389294 | 127099 | +127099 | NEW BUY |
| 12 | Franklin Resources Inc | $40237331 | 117846 | -16057 | -11.99% |
| 13 | Janus Henderson Group Plc | $38171709 | 127872 | +127872 | NEW BUY |
| 14 | Westwood Holdings Group Inc | $35605022 | 104279 | -3977 | -3.67% |
| 15 | Raymond James Financial Inc | $33629844 | 98494 | -1748 | -1.74% |
| 16 | Principal Financial Group Inc | $29977408 | 87797 | +1511 | +1.75% |
| 17 | Sei Investments Co | $26816761 | 78541 | +4139 | +5.56% |
| 18 | Wells Fargo & Company/Mn | $19406163 | 56837 | +10837 | +23.56% |
| 19 | Citigroup Inc | $17082584 | 50031 | +40632 | +432.30% |
| 20 | Royal Bank Of Canada | $16771000 | 49121 | +1808 | +3.82% |
| 21 | Barclays Plc | $13924266 | 40781 | -88 | -0.22% |
| 22 | Stifel Financial Corp | $7050357 | 20649 | +20649 | NEW BUY |
| 23 | Fifth Third Bancorp | $6833282 | 20013 | -916 | -4.38% |
| 24 | Us Bancorp \De\ | $3940219 | 11540 | -862 | -6.95% |
| 25 | Bank Of Montreal /Can/ | $2590506 | 7587 | -52 | -0.68% |
| 26 | Jefferies Financial Group Inc. | $2360374 | 6913 | +6913 | NEW BUY |
| 27 | Truist Financial Corp | $2267876 | 6642 | -139 | -2.05% |
| 28 | Bank Of Nova Scotia | $1962256 | 5747 | +5747 | NEW BUY |
| 29 | Pnc Financial Services Group, Inc. | $1416332 | 4148 | +429 | +11.54% |
| 30 | Allstate Corp | $1183431 | 3466 | +3466 | NEW BUY |
| 31 | Federated Hermes, Inc. | $1020564 | 2989 | +2989 | NEW BUY |
| 32 | Equitable Holdings, Inc. | $823152 | 2411 | +6 | +0.25% |
| 33 | Prudential Financial Inc | $737852 | 2161 | -4300 | -66.55% |
| 34 | Hancock Whitney Corp | $643273 | 1884 | -5400 | -74.14% |
| 35 | M&T Bank Corp | $452066 | 1324 | -2228 | -62.73% |
| 36 | Toronto Dominion Bank | $347000 | 1018 | -327 | -24.31% |
| 37 | Hilltop Holdings Inc. | $291589 | 854 | +50 | +6.22% |
| 38 | Stonex Group Inc. | $246207 | 721 | +721 | NEW BUY |
| 39 | Marex Group Ltd | $204181 | 598 | +598 | NEW BUY |
| 40 | Zions Bancorporation, National Association /Ut/ | $159452 | 467 | +467 | NEW BUY |
| 41 | Cullen/Frost Bankers, Inc. | $57893 | 170 | +170 | NEW BUY |
| 42 | First Horizon Corp | $48143 | 141 | +141 | NEW BUY |
| 43 | Southstate Bank Corp | $3415 | 10 | +10 | NEW BUY |
| 44 | Amalgamated Financial Corp. | $2986 | 26826 | +26826 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.