Evercore Inc - A (EVR) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

EVR ranks #755 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

EVR is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.2% of that fund's own 13F portfolio.

721 institutions disclose a position in EVR, but none treat it as a major bet — even Paralel Advisors LLC, its most concentrated holder, allocates just 4.0% of its own portfolio to it.

Fort Washington Investment Advisors Inc /oh/ has added to its EVR position for two straight quarters, increasing it by $6.1M to reach $31.5M today.

TD Waterhouse Canada Inc. has trimmed its EVR position for two straight quarters, cutting it by $38.3M while still holding $2.6M.

EVR is down 3.6% today, but institutions show net buying of $3.6B this quarter — a divergence between today's price move and the underlying institutional flow.

EVR posted net income of $745.0M over the trailing twelve months, and currently trades at a P/E of 14.4.

• Profitable — net income of $745.0M over the trailing twelve months
• Revenue grew 45.7% year over year
• Net income improved year over year, from $462.2M to $745.0M
• Generated $1.3B in positive operating cash flow
• Current ratio of 2.16x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.50x equity — within a conventional range