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Of the 16 tracked institutions holding EVR, 9 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +5.1pt. It's a gauge of who owns the name, not just how many.
Among the 16 tracked institutional investors we monitor, EVR (EVERCORE INC) is held with a combined value of $4.32B across 13,937,899 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.31B (0.02% of their portfolio). 3 funds opened new positions in the most recent quarter. 6 funds increased their holdings. 7 funds reduced their position.
Total Institutional Value
$4.32B
Total Shares Held
13,937,899
Institutional Holders
16
Days to Cover
2.8+7.4%
1.18M shares short · FINRA 2026-07-15
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $1.31B | 0.02% | -1.6% |
| 2 | BlackRock, Inc. | $1.09B | 0.02% | +5.5% |
| 3 | FMR LLC | $498.41M | 0.03% | +32.9% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $388.06M | 0.18% | +53.5% |
| 5 | STATE STREET CORP | $351.95M | 0.01% | +1.7% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $186.05M | 0.03% | -67.7% |
| 7 | Fisher Asset Management, LLC | $126.78M | 0.04% | +32.8% |
| 8 | Point72 Asset Management, L.P. | $116.59M | 0.20% | New |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $97.51M | 0.01% | -47.1% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $51.90M | 0.08% | +1178.4% |
| Member | Type | Date |
|---|---|---|
| Thomas R Tillis | Sell | Feb 13, 2015 |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of EVR with a position worth $1.31B, representing 0.02% of their portfolio. In total, 16 institutional investors hold EVR with a combined value of $4.32B.
In the most recent quarter, 3 funds opened a new position in EVR. Additionally, 6 increased their holdings and 7 reduced their positions.
Institutional investors hold $4.32B worth of EVR stock across 16 positions. The largest institutional holder is VANGUARD GROUP INC with $1.31B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For EVR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their EVR positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$339.63
2026-07-24
YTD
-3.3%
62% of 52-week range
