13FBOX
EVERCORE INC · 13F Institutional Holdings
Options Calculator Rankings
E

EVERCORE INC

EVR
Institutions
719
Combined AUM (Q2 2026)
$12.37B
Combined Shares (Q2 2026)
36.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5.0M
366 · 118 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-4.3M
294 · 50 Exit · ≈
⚖️ Net
+622,703
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$12.37B
Institutions
719
New Buys
118
Adds
248
Reduces
244
Exits
50
Unchanged
109
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.02%0.02%#329$1.27B3.7M$1.09B3.6M+66,765+1.83%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.03%0.03%#274$667.9M2.0M$589.3M2.0M-17,994-0.91%Reduce
AQR CAPITAL MANAGEMENT LLC
0.2%0.18%#84$584.2M1.7M$388.1M1.3M+394,130+29.93%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#389$573.7M1.7M$506.0M1.7M-14,739-0.87%Reduce
Invesco Ltd.
0.04%0.06%#224$547.2M1.6M$425.3M1.4M+177,987+12.49%Add
STATE STREET CORP
0.01%0.01%#390$411.8M1.2M$352.0M1.2M+27,095+2.30%Add
FMR LLC
0.02%0.03%#343$386.7M1.1M$498.4M1.7M-537,181-32.17%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.02%0.02%#324$375.1M1.1M$311.5M1.0M+55,089+5.28%Add
MORGAN STANLEY
0.01%0.01%#363$274.2M803,015$209.2M620,076+182,939+29.50%Add
MILLENNIUM MANAGEMENT LLC
0.07%0.01%#166$219.4M642,464$22.7M75,958+566,506+745.81%Add
WELLINGTON MANAGEMENT GROUP LLP
0.04%0.03%#250$213.4M624,987$186.0M623,259+1,728+0.28%Add
Boston Partners
0.19%0.18%#91$209.8M614,517$173.2M580,174+34,343+5.92%Add
TD ASSET MANAGEMENT INC
0.18%0.23%#92$208.0M609,109$286.1M958,472-349,363-36.45%Reduce
DIMENSIONAL FUND ADVISORS LP
0.03%0.03%#262$190.0M556,420$163.7M548,530+7,890+1.44%Add
UBS Group AG
0.02%0.01%#315$171.9M503,403$87.9M294,405+208,998+70.99%Add
Fisher Asset Management, LLC
0.04%0.04%#225$144.7M423,875$126.8M424,719-844-0.20%Reduce
NORGES BANK
0.01%0.01%#367$142.4M417,041$99.7M499,345-82,304-16.48%Reduce
JPMORGAN CHASE & CO
0.01%0.01%#447$137.5M409,197$133.7M468,882-59,685-12.73%Reduce
BAHL & GAYNOR INC
0.62%#33$135.0M395,493$00+395,493New Buy
BNP Paribas Asset Management Holding S.A.
0.13%#112$134.2M393,112$00+393,112New Buy
PRIMECAP MANAGEMENT CO/CA/
0.08%0.08%#160$128.4M376,150$105.7M353,950+22,200+6.27%Add
NORTHERN TRUST CORP
0.01%0.01%#369$120.6M353,320$106.6M357,164-3,844-1.08%Reduce
GOLDMAN SACHS GROUP INC
0.01%0.02%#410$119.4M349,683$156.6M524,531-174,848-33.33%Reduce
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.05%0.04%#204$118.5M347,147$69.4M232,571+114,576+49.26%Add
Point72 Asset Management, L.P.
0.13%0.15%#116$117.8M344,921$116.6M390,584-45,663-11.69%Reduce
Capital International Investors
0.02%0.01%#309$110.9M324,747$46.5M155,769+168,978+108.48%Add
Artemis Investment Management LLP
0.96%0.87%#19$107.8M315,762$82.1M275,182+40,580+14.75%Add
FULLER & THALER ASSET MANAGEMENT, INC.
0.29%0.33%#61$105.9M310,105$98.8M331,109-21,004-6.34%Reduce
Bank of New York Mellon Corp
0.02%0.02%#342$103.4M302,828$95.3M319,237-16,409-5.14%Reduce
Paralel Advisors LLC
3.96%3.72%#1$102.4M300,000$89.6M300,00000.00%Unchanged
Stephens Investment Management Group LLC
1.04%1.06%#17$96.6M282,832$77.6M259,808+23,024+8.86%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#385$94.0M275,398$82.2M275,310+88+0.03%Add
Qube Research & Technologies Ltd
0.08%0.08%#157$85.4M250,095$74.3M248,864+1,231+0.49%Add
VANGUARD FIDUCIARY TRUST CO
0.02%0.02%#332$83.0M243,109$71.4M239,104+4,005+1.68%Add
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.25%0.25%#72$81.8M239,490$76.6M256,476-16,986-6.62%Reduce
BANK OF AMERICA CORP /DE/
<0.01%0.01%#500$74.4M218,035$70.1M234,689-16,654-7.10%Reduce
JACOBS LEVY EQUITY MANAGEMENT, INC
0.27%0.18%#69$74.2M217,208$43.1M144,432+72,776+50.39%Add
TWO SIGMA INVESTMENTS, LP
0.05%0.03%#211$67.6M197,932$32.4M108,585+89,347+82.28%Add
VICTORY CAPITAL MANAGEMENT INC
0.04%0.04%#245$67.5M197,638$59.3M198,770-1,132-0.57%Reduce
AMERICAN CENTURY COMPANIES INC
0.03%0.01%#278$66.5M194,737$24.9M83,303+111,434+133.77%Add
Azora Capital LP
2.68%#3$63.5M186,028$00+186,028New Buy
Quantinno Capital Management LP
0.08%0.09%#161$63.2M184,970$52.4M175,633+9,337+5.32%Add
Rockefeller Capital Management L.P.
0.09%0.09%#146$58.1M170,140$51.7M173,133-2,993-1.73%Reduce
SCHRODER INVESTMENT MANAGEMENT GROUP
0.04%0.04%#236$57.8M172,702$54.5M190,927-18,225-9.55%Reduce
TimesSquare Capital Management, LLC
0.83%0.84%#21$56.7M165,959$49.5M165,966-7-0.00%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.07%0.08%#168$53.3M156,180$51.9M173,860-17,680-10.17%Reduce
ROYCE & ASSOCIATES LP
0.38%0.37%#52$47.6M139,266$37.8M126,617+12,649+9.99%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.04%0.04%#258$45.8M134,065$48.3M161,805-27,740-17.14%Reduce
Jupiter Topco LLC
0.02%#331$45.2M132,403$00+132,403New Buy
AMERIPRISE FINANCIAL INC
0.01%<0.01%#433$43.4M127,099$16.7M55,954+71,145+127.15%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow