EVR (EVERCORE INC) is held by 230 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($1.3B), BlackRock, Inc. ($1.2B), WELLINGTON MANAGEMENT GROUP LLP ($657.2M). Net institutional sentiment: Mixed.
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Decreased | 3.8M(-1.6%) | $1.3B | 0.0% | +22.36% | 0 | |
Increased | 3.5M(+0.1%) | $1.2B | 0.0% | +12.08% | 32 | |
Decreased | 1.9M(-4.5%) | $657.2M | 0.1% | -2.20% | 0 | |
Decreased | 1.3M(-0.7%) | $457.2M | 0.1% | +47.41% | 0 | |
Increased | 1.3M(+47.7%) | $427.4M | 0.0% | +4.98% | 43 | |
Increased | 1.2M(+2.7%) | $413.3M | 0.3% | +25.88% | 38 | |
Decreased | 1.2M(-1.4%) | $394.6M | 0.0% | +73.33% | 0 | |
Decreased | 924,900(-1.7%) | $314.8M | 0.0% | +110.43% | 0 | |
Decreased | 857,965(-11.3%) | $291.9M | 0.2% | +26.11% | 0 | |
Decreased | 824,360(-34.0%) | $280.5M | 0.3% | +129.00% | 0 | |
Increased | 686,603(+10.7%) | $233.6M | 0.0% | +42.17% | 34 | |
Increased | 536,646(+119.0%) | $182.6M | 0.1% | +5.46% | 49 | |
Increased | 531,976(+1.5%) | $181M | 0.0% | +120.05% | 31 | |
Increased | 438,846(+34.4%) | $149.3M | 0.0% | +1.71% | 39 | |
Decreased | 437,506(-15.6%) | $148.9M | 0.0% | +13.51% | 0 | |
Decreased | 421,568(-5.1%) | $143.4M | 0.7% | +187.51% | 0 | |
Decreased | 351,784(-12.6%) | $119.7M | 0.0% | +10.95% | 0 | |
Decreased | 331,027(-11.3%) | $112.6M | 0.3% | +15.05% | 0 | |
Decreased | 320,435(-3.9%) | $109M | 0.0% | +128.25% | 0 | |
Decreased | 320,103(-10.3%) | $108.9M | 0.0% | +198.77% | 0 | |
Decreased | 319,805(-1.6%) | $108.8M | 0.0% | +145.45% | 0 | |
Decreased | 276,075(-10.5%) | $93.9M | 0.3% | +179.65% | 0 | |
Increased | 267,190(+1.5%) | $90.9M | 0.0% | +123.34% | 30 | |
Decreased | 241,610(-8.8%) | $82.2M | 0.0% | +24.69% | 0 | |
Increased | 239,600(+2313.9%) | $81.5M | 0.2% | -9.36% | 57 | |
Decreased | 220,050(-1.9%) | $74.9M | 0.1% | +190.06% | 0 | |
New | 211,742 | $72M | 0.1% | -10.44% | 49 | |
Decreased | 200,496(-4.7%) | $68.2M | 0.3% | +120.60% | 0 | |
Decreased | 190,986(-9.9%) | $65M | 0.0% | +49.84% | 0 | |
Increased | 180,304(+179.2%) | $61.3M | 0.0% | -8.95% | 48 | |
Increased | 175,092(+73.3%) | $59.6M | 0.1% | +51.74% | 53 | |
Decreased | 168,340(-6.6%) | $57.8M | 0.0% | +49.67% | 0 | |
Decreased | 166,790(-72.4%) | $56.8M | 0.0% | +14.86% | 0 | |
Decreased | 162,112(-4.7%) | $55.2M | 0.0% | +54.86% | 0 | |
Decreased | 152,595(-0.9%) | $51.9M | 0.0% | +253.67% | 0 | |
Decreased | 146,679(-25.6%) | $49.9M | 0.0% | +12.47% | 0 | |
Increased | 113,479(+1.7%) | $38.6M | 0.1% | +22.22% | 29 | |
Increased | 111,164(+116.8%) | $37.8M | 0.0% | +24.82% | 47 | |
Increased | 108,425(+52.1%) | $36.9M | 0.1% | -8.08% | 48 | |
Decreased | 103,822(-5.5%) | $35.7M | 0.1% | +92.66% | 0 | |
Decreased | 104,670(-10.4%) | $35.6M | 0.1% | +81.30% | 0 | |
Decreased | 99,592(-0.3%) | $33.9M | 0.1% | +321.71% | 0 | |
Decreased | 98,631(-0.9%) | $33.6M | 0.0% | +307.67% | 0 | |
Decreased | 95,948(-22.2%) | $32.6M | 0.3% | +36.57% | 0 | |
Increased | 94,506(+1.0%) | $32.2M | 0.1% | +4.93% | 29 | |
Increased | 93,055(+33.2%) | $31.7M | 0.0% | +11.90% | 37 | |
New | 88,142 | $30M | 0.0% | -10.44% | 40 | |
Increased | 86,785(+134.7%) | $29.5M | 0.2% | -10.00% | 56 | |
Increased | 86,520(+13.5%) | $29.4M | 0.0% | +48.55% | 33 | |
Decreased | 84,859(-10.0%) | $28.9M | 0.0% | +88.72% | 0 | |
Decreased | 84,479(-4.1%) | $28.7M | 0.0% | +146.41% | 0 | |
Increased | 78,805(+2.2%) | $26.8M | 0.1% | +134.74% | 35 | |
Increased | 76,080(+1.4%) | $25.9M | 0.0% | +231.41% | 29 | |
Decreased | 74,051(-3.7%) | $25.2M | 0.1% | +8.30% | 0 | |
Decreased | 73,392(-16.7%) | $25M | 0.0% | +54.68% | 0 | |
Decreased | 72,439(-0.8%) | $24.6M | 0.2% | +15.05% | 0 | |
Decreased | 71,128(-13.7%) | $24.2M | 0.0% | +33.04% | 0 | |
Increased | 70,164(+2.6%) | $23.9M | 0.0% | +247.04% | 29 | |
New | 66,650 | $22.7M | 0.1% | -10.44% | 47 | |
Decreased | 65,295(-5.8%) | $22.2M | 0.0% | +67.16% | 0 | |
Decreased | 63,495(-9.5%) | $21.6M | 0.0% | +237.99% | 0 | |
Decreased | 61,435(-18.6%) | $20.9M | 0.0% | +52.15% | 0 | |
Increased | 61,399(+1.3%) | $20.9M | 0.0% | +227.04% | 29 | |
Increased | 59,927(+20.7%) | $20.4M | 0.1% | +19.66% | 34 | |
Decreased | 59,865(-12.5%) | $20.4M | 0.0% | +282.36% | 0 | |
Increased | 54,883 | $18.7M | 0.1% | +178.00% | 28 | |
Decreased | 54,755(-0.7%) | $18.6M | 0.0% | +220.64% | 0 | |
Decreased | 53,907(-5.0%) | $18.3M | 0.1% | +81.96% | 0 | |
Increased | 53,638(+639.1%) | $18.3M | 0.1% | -7.72% | 46 | |
Decreased | 48,943(-2.2%) | $16.7M | 0.0% | +38.24% | 0 | |
Decreased | 56,034(-0.0%) | $16.3M | 0.1% | -9.41% | 0 | |
Decreased | 46,842(-6.3%) | $15.9M | 0.0% | +75.44% | 0 | |
Increased | 46,776(+71.3%) | $15.9M | 0.1% | -9.84% | 50 | |
Decreased | 46,106(-73.3%) | $15.7M | 0.0% | +15.05% | 0 | |
Decreased | 44,219(-22.5%) | $15M | 0.0% | +96.59% | 0 | |
Decreased | 40,939(-15.3%) | $13.9M | 0.0% | +60.56% | 0 | |
Decreased | 40,710(-2.6%) | $13.9M | 0.1% | +50.92% | 0 | |
New | 38,605 | $13.1M | 0.2% | -10.44% | 46 | |
Decreased | 37,427(-18.4%) | $12.7M | 0.1% | +359.39% | 0 | |
Increased | 36,865(+5.4%) | $12.5M | 0.0% | +22.94% | 29 | |
Decreased | 36,668(-1.3%) | $12.5M | 0.0% | +191.31% | 0 | |
Increased | 36,523(+0.7%) | $12.4M | 0.0% | +277.06% | 28 | |
Increased | 36,081(+3.5%) | $12.3M | 0.0% | +30.07% | 29 | |
Decreased | 35,214(-50.3%) | $12M | 0.1% | +221.31% | 0 | |
Decreased | 33,064(-36.4%) | $11.3M | 0.0% | +13.02% | 0 | |
Increased | 29,139(+22.5%) | $9.9M | 0.0% | +11.06% | 33 | |
Decreased | 27,560(-4.8%) | $9.4M | 0.0% | +92.16% | 0 | |
Decreased | 26,187(-58.5%) | $8.9M | 0.0% | +9.16% | 0 | |
Decreased | 26,134(-1.4%) | $8.9M | 0.1% | +15.05% | 0 | |
Increased | 26,063(+1.6%) | $8.9M | 0.0% | +19.08% | 28 | |
Decreased | 25,673(-47.8%) | $8.7M | 0.0% | +71.94% | 0 | |
Unchanged | 25,000 | $8.5M | 0.1% | +293.27% | 0 | |
Increased | 23,187(+4.5%) | $7.9M | 0.0% | +4.10% | 29 | |
Decreased | 20,788(-0.0%) | $7.1M | 0.0% | +240.01% | 0 | |
Increased | 20,642(+2.2%) | $7M | 0.1% | +44.38% | 33 | |
Increased | 20,350(+9.7%) | $6.9M | 0.0% | +30.97% | 30 | |
Decreased | 19,000(-67.3%) | $6.5M | 0.0% | +51.26% | 0 | |
Decreased | 18,869(-4.8%) | $6.4M | 0.0% | +194.52% | 0 | |
Unchanged | 18,222 | $6.2M | 0.1% | +116.16% | 0 | |
Decreased | 18,124(-18.8%) | $6.2M | 0.0% | +10.37% | 0 | |
Increased | 16,577(+10.2%) | $5.6M | 0.0% | +8.22% | 30 | |
Increased | 14,959(+0.2%) | $5.6M | 0.0% | +17.25% | 27 | |
Decreased | 16,097(-9.7%) | $5.5M | 0.1% | +296.35% | 0 | |
Decreased | 15,578(-4.5%) | $5.3M | 0.0% | +8.62% | 0 | |
Increased | 14,734(+2.6%) | $5.2M | 0.0% | +165.97% | 28 | |
Decreased | 15,226(-5.3%) | $5.2M | 0.0% | +91.28% | 0 | |
Decreased | 14,471(-6.1%) | $4.9M | 0.0% | +14.16% | 0 | |
Increased | 13,680(+44.8%) | $4.7M | 0.0% | +16.46% | 36 | |
Increased | 13,600(+60.0%) | $4.6M | 0.0% | -9.80% | 39 | |
Increased | 13,508(+7.8%) | $4.6M | 0.0% | +8.24% | 29 | |
Decreased | 12,301(-1.7%) | $4.5M | 0.0% | +149.20% | 0 | |
Increased | 13,118(+1.4%) | $4.5M | 0.0% | +19.11% | 27 | |
Increased | 12,896(+7.7%) | $4.4M | 0.0% | +68.69% | 29 | |
Decreased | 12,889(-5.8%) | $4.4M | 0.0% | +97.72% | 0 | |
Decreased | 12,830(-4.0%) | $4.4M | 0.0% | +130.37% | 0 | |
Unchanged | 12,570 | $4.3M | 0.0% | -9.08% | 0 | |
Decreased | 12,554(-1.7%) | $4.3M | 0.0% | +168.95% | 0 | |
Decreased | 12,487(-37.6%) | $4.2M | 0.0% | +8.06% | 0 | |
Decreased | 12,271(-2.8%) | $4.2M | 0.0% | +131.91% | 0 | |
Increased | 11,993(+0.6%) | $4.1M | 0.0% | +138.38% | 27 | |
Increased | 11,932(+3.9%) | $4.1M | 0.0% | +72.99% | 28 | |
Decreased | 11,357(-1.0%) | $3.9M | 0.0% | +48.25% | 0 | |
New | 10,887 | $3.7M | 0.0% | -10.44% | 37 | |
Decreased | 10,877(-22.5%) | $3.7M | 0.0% | +55.25% | 0 | |
Decreased | 10,741(-6.1%) | $3.7M | 0.0% | +186.53% | 0 | |
Increased | 10,367(+6.0%) | $3.5M | 0.0% | -9.47% | 28 | |
Increased | 43,424(+349.9%) | $3.5M | 0.0% | +1.53% | 43 | |
Decreased | 9,679(-2.3%) | $3.3M | 0.0% | +141.69% | 0 | |
Increased | 9,474(+718.1%) | $3.2M | 0.0% | -10.31% | 43 | |
Decreased | 9,399(-25.1%) | $3.2M | 0.0% | +46.03% | 0 | |
Decreased | 9,227(-0.2%) | $3.1M | 0.0% | +105.18% | 0 | |
Decreased | 9,111(-62.4%) | $3.1M | 0.0% | +5.11% | 0 | |
Decreased | 9,105(-1.1%) | $3.1M | 0.0% | +217.02% | 0 | |
Decreased | 9,100(-42.5%) | $3.1M | 0.0% | +34.87% | 0 | |
Decreased | 8,930(-9.5%) | $3M | 0.0% | +140.87% | 0 | |
Increased | 8,460(+4.4%) | $2.9M | 0.0% | +8.80% | 28 | |
Decreased | 8,417(-12.7%) | $2.9M | 0.0% | +97.13% | 0 | |
Decreased | 8,387(-7.9%) | $2.9M | 0.0% | +2.54% | 0 | |
Increased | 8,277(+849.2%) | $2.8M | 0.0% | -6.68% | 42 | |
Decreased | 8,214(-26.6%) | $2.8M | 0.0% | +53.41% | 0 | |
Decreased | 8,050(-8.9%) | $2.7M | 0.0% | +58.27% | 0 | |
Unchanged | 7,996 | $2.7M | 0.0% | -9.41% | 0 | |
New | 7,484 | $2.5M | 0.0% | -10.44% | 36 | |
Decreased | 7,415(-10.6%) | $2.5M | 0.0% | +42.56% | 0 | |
Decreased | 7,320(-69.6%) | $2.5M | 0.0% | -3.39% | 0 | |
Decreased | 7,040(-4.3%) | $2.4M | 0.0% | +17.04% | 0 | |
Decreased | 6,919(-10.6%) | $2.4M | 0.0% | +72.40% | 0 | |
Increased | 6,655(+2.9%) | $2.3M | 0.0% | +75.49% | 27 | |
Increased | 14,213(+1208.8%) | $2.2M | 0.0% | -5.91% | 42 | |
Decreased | 6,258(-43.3%) | $2.1M | 0.0% | +123.81% | 0 | |
New | 6,066 | $2.1M | 0.0% | -10.44% | 36 | |
Increased | 5,863(+5.9%) | $2M | 0.0% | +76.22% | 27 | |
Increased | 5,556(+15.8%) | $1.9M | 0.0% | +21.12% | 30 | |
Decreased | 5,484(-0.8%) | $1.9M | 0.0% | -8.55% | 0 | |
Decreased | 4,774(-61.6%) | $1.6M | 0.0% | +137.23% | 0 | |
Decreased | 4,631(-9.7%) | $1.6M | 0.0% | +4.16% | 0 | |
Increased | 4,101(+0.3%) | $1.4M | 0.0% | +120.69% | 25 | |
Increased | 3,749(+0.6%) | $1.3M | 0.0% | +27.50% | 25 | |
New | 3,573 | $1.2M | 0.0% | -10.44% | 35 | |
Decreased | 3,504(-16.9%) | $1.2M | 0.0% | +256.53% | 0 | |
Decreased | 3,441(-1.2%) | $1.2M | 0.0% | +69.04% | 0 | |
Decreased | 3,381(-1.8%) | $1.2M | 0.0% | +38.71% | 0 | |
Decreased | 3,178(-17.4%) | $1.1M | 0.0% | +109.48% | 0 | |
Decreased | 3,275(-2.8%) | $1.1M | 0.0% | +64.89% | 0 | |
Increased | 3,255(+125.6%) | $1.1M | 0.0% | +3.78% | 41 | |
Decreased | 3,181(-2.5%) | $1.1M | 0.0% | +100.22% | 0 | |
Increased | 3,070(+2.3%) | $1M | 0.0% | +223.20% | 26 | |
Decreased | 2,886(-11.4%) | $982,168 | 0.0% | +70.67% | 0 | |
Increased | 2,744(+54.2%) | $933,646 | 0.0% | -2.77% | 35 | |
Decreased | 2,729(-20.9%) | $928,542 | 0.0% | +133.42% | 0 | |
Decreased | 2,718(-20.4%) | $924,800 | 0.0% | +62.93% | 0 | |
Increased | 2,655(+0.8%) | $903,372 | 0.0% | +49.17% | 25 | |
Decreased | 2,618(-26.3%) | $890,761 | 0.0% | +106.24% | 0 | |
Decreased | 2,471(-37.1%) | $840,758 | 0.0% | +58.66% | 0 | |
Decreased | 2,398(-0.6%) | $815,920 | 0.0% | +51.27% | 0 | |
Decreased | 2,357(-19.0%) | $801,969 | 0.0% | +55.62% | 0 | |
New | 2,237 | $761,139 | 0.0% | -10.44% | 34 | |
Increased | 2,202(+5.7%) | $749,231 | 0.0% | +11.16% | 26 | |
Unchanged | 1,948 | $662,807 | 0.0% | +185.51% | 0 | |
Decreased | 1,778(-0.1%) | $604,964 | 0.0% | +94.45% | 0 | |
Increased | 1,740(+80.9%) | $592,039 | 0.0% | -9.02% | 37 | |
Increased | 1,734(+3.8%) | $589,000 | 0.0% | +7.91% | 25 | |
Increased | 1,728(+52.9%) | $587,953 | 0.0% | -9.77% | 34 | |
Increased | 1,701(+0.2%) | $578,765 | 0.0% | +180.25% | 24 | |
Increased | 1,701(+35.0%) | $578,675 | 0.0% | +8.95% | 31 | |
Increased | 1,698(+17.8%) | $577,753 | 0.0% | +16.38% | 28 | |
Decreased | 1,496(-4.4%) | $509,014 | 0.0% | +35.53% | 0 | |
Decreased | 1,490(-82.6%) | $507,889 | 0.0% | +34.56% | 0 | |
Decreased | 1,462(-31.9%) | $497,447 | 0.0% | +81.11% | 0 | |
Increased | 1,457(+59.4%) | $495,745 | 0.0% | +4.02% | 35 | |
Increased | 1,441(+3.1%) | $490,300 | 0.0% | -9.44% | 25 | |
Decreased | 1,389(-7.0%) | $472,648 | 0.0% | +131.92% | 0 | |
Increased | 1,326(+26.3%) | $451,172 | 0.0% | +32.34% | 30 | |
Unchanged | 1,268 | $431,437 | 0.0% | +196.62% | 0 | |
Unchanged | 1,193 | $405,918 | 0.0% | +46.91% | 0 | |
Decreased | 1,172(-28.1%) | $399,450 | 0.0% | +76.73% | 0 | |
Increased | 1,151(+65.6%) | $391,628 | 0.0% | -9.82% | 35 | |
Increased | 1,145(+120.6%) | $389,727 | 0.0% | +11.00% | 38 | |
Decreased | 1,117(-11.7%) | $380,059 | 0.0% | +165.70% | 0 | |
Increased | 1,121(+50.3%) | $379,486 | 0.0% | -9.76% | 33 | |
Increased | 1,011(+3.9%) | $343,993 | 0.0% | +45.68% | 25 | |
Increased | 992(+46.5%) | $337,528 | 0.0% | -9.74% | 32 | |
Increased | 896(+12.4%) | $335,122 | 0.0% | +9.07% | 26 | |
Increased | 969(+8.5%) | $329,691 | 0.0% | -9.49% | 26 | |
Increased | 937(+4.2%) | $318,814 | 0.0% | -9.45% | 25 | |
New | 927 | $315,412 | 0.0% | -10.44% | 33 | |
Increased | 857(+8.9%) | $291,580 | 0.0% | -9.50% | 25 | |
Increased | 811(+6.3%) | $275,943 | 0.0% | +19.57% | 25 | |
Increased | 804(+98.0%) | $273,589 | 0.0% | +0.15% | 37 | |
Decreased | 675(-2.0%) | $229,669 | 0.0% | -9.41% | 0 | |
Decreased | 650(-2.5%) | $221,163 | 0.0% | -9.41% | 0 | |
Decreased | 629(-95.5%) | $214,172 | 0.0% | +30.47% | 0 | |
Increased | 617,332(+0.9%) | $210,048 | 0.0% | +23.91% | 23 | |
New | 603 | $205,171 | 0.0% | -10.44% | 32 | |
Decreased | 353(-21.2%) | $119,871 | 0.0% | +0.22% | 0 | |
Decreased | 287(-46.8%) | $97,652 | 0.0% | +32.52% | 0 | |
Increased | 206,557(+17.4%) | $70,281 | 0.1% | -1.28% | 25 | |
Increased | 171(+1.2%) | $58,183 | 0.0% | +46.90% | 21 | |
New | 159 | $54,210 | 0.0% | -10.44% | 29 | |
Decreased | 155(-3.7%) | $52,739 | 0.0% | +71.61% | 0 | |
Decreased | 127(-10.6%) | $43,109 | 0.0% | +15.05% | 0 | |
New | 102 | $35,010 | 0.0% | -10.44% | 27 | |
Unchanged | 100 | $34,025 | 0.0% | +15.05% | 0 | |
Unchanged | 69 | $24,238 | 0.0% | +59.24% | 0 | |
New | 48 | $16,332 | 0.0% | -10.44% | 28 | |
Decreased | 6(-92.6%) | $2,042 | 0.0% | +54.20% | 0 | |
New | 5,342 | $1,817 | 0.0% | -10.44% | 15 | |
Unchanged | 1 | $340 | 0.0% | +15.05% | 0 | |
Exited | 0(-100.0%) | $700,276 | 0.0% | +1.15% | 0 | |
Exited | 0(-100.0%) | $3.7M | 0.0% | +67.73% | 0 | |
Exited | 0(-100.0%) | $7.4M | 0.0% | +5.13% | 0 | |
Exited | 0(-100.0%) | $11,469 | 0.0% | +1.15% | 0 | |
Exited | 0(-100.0%) | $4.4M | 0.0% | +1.15% | 0 | |
Exited | 0(-100.0%) | $3.3M | 0.0% | +1.15% | 0 | |
Unchanged | 0 | $0 | 0.0% | +15.05% | 0 | |
Exited | 0(-100.0%) | $112,665 | 0.0% | +28.46% | 0 | |
Exited | 0(-100.0%) | $12.1M | 0.0% | +133.11% | 0 | |
Exited | 0(-100.0%) | $461,584 | 0.0% | +1.15% | 0 | |
Exited | 0(-100.0%) | $54.2M | 0.0% | +1.15% | 0 | |
Exited | 0(-100.0%) | $226,004 | 0.0% | +1.15% | 0 | |
Exited | 0(-100.0%) | $313,425 | 0.0% | +1.15% | 0 | |
Exited | 0(-100.0%) | $372,064 | 0.0% | +71.16% | 0 | |
Exited | 0(-100.0%) | $382 | 0.0% | +115.13% | 0 | |
Exited | 0(-100.0%) | $4.7M | 0.0% | +52.12% | 0 | |
Exited | 0(-100.0%) | $1.4M | 0.0% | +1.15% | 0 |
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer