Evercore Inc. — Institutional Ownership
Which tracked institutions hold EVR, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
31
Funds holding
$2873547072
Total value held
Buying
22 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1089220597 | 3648858 | +189810 | +5.49% |
| 2 | Invesco Ltd. | $457236689 | 1343826 | -9348 | -0.69% |
| 3 | State Street Corp | $351950454 | 1179024 | +19281 | +1.66% |
| 4 | Morgan Stanley | $273973577 | 917801 | +231198 | +33.67% |
| 5 | Goldman Sachs Group Inc | $156577868 | 524531 | +82285 | +18.61% |
| 6 | Northern Trust Corp | $106617025 | 357164 | +36729 | +11.46% |
| 7 | Bank Of New York Mellon Corp | $95295293 | 319237 | -866 | -0.27% |
| 8 | Bank Of America Corp /De/ | $70056900 | 234689 | -6921 | -2.86% |
| 9 | Franklin Resources Inc | $39971382 | 133903 | -18692 | -12.25% |
| 10 | Janus Henderson Group Plc | $38171709 | 127872 | — | NEW BUY |
| 11 | Westwood Holdings Group Inc | $32315498 | 108256 | +35817 | +49.44% |
| 12 | Raymond James Financial Inc | $29728030 | 100242 | -46437 | -31.66% |
| 13 | Principal Financial Group Inc | $25757233 | 86286 | +1807 | +2.14% |
| 14 | Sei Investments Co | $22210151 | 74402 | — | NEW BUY |
| 15 | Ameriprise Financial Inc | $16700669 | 55954 | +1199 | +2.19% |
| 16 | Wells Fargo & Company/Mn | $15938088 | 46842 | -3143 | -6.29% |
| 17 | Royal Bank Of Canada | $14123000 | 47313 | — | NEW BUY |
| 18 | Barclays Plc | $12199806 | 40869 | — | NEW BUY |
| 19 | Fifth Third Bancorp | $6247466 | 20929 | +11702 | +126.82% |
| 20 | Us Bancorp \De\ | $3702122 | 12402 | +409 | +3.41% |
| 21 | Citigroup Inc | $3198010 | 9399 | -3146 | -25.08% |
| 22 | Hancock Whitney Corp | $2340277 | 7284 | +79 | +1.10% |
| 23 | Bank Of Montreal /Can/ | $2280318 | 7639 | — | NEW BUY |
| 24 | Truist Financial Corp | $2024224 | 6781 | -2149 | -24.06% |
| 25 | Prudential Financial Inc | $1928673 | 6461 | +3990 | +161.47% |
| 26 | M&T Bank Corp | $1208569 | 3552 | +2466 | +227.07% |
| 27 | Pnc Financial Services Group, Inc. | $1110155 | 3719 | +278 | +8.08% |
| 28 | Equitable Holdings, Inc. | $818301 | 2405 | — | NEW BUY |
| 29 | Toronto Dominion Bank | $402000 | 1345 | — | NEW BUY |
| 30 | Hilltop Holdings Inc. | $240002 | 804 | -273 | -25.35% |
| 31 | Amalgamated Financial Corp. | $2986 | 26826 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.