Guru Ownership Trend
Guru Analysis for Evercore Inc. (EVR)
Evercore Inc. (EVR), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $766.56 M.
Top institutional holders include Cliff Asness and Ken Fisher.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $99.23 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 457.1%. Conversely, Ray Dalio reduced exposure by 63.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Evercore Inc. (EVR)
Major holders include Cliff Asness ($584.2 M), Ken Fisher ($144.73 M), Steven Cohen ($117.63 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.84 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $99.23 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited EVR. The total reported sell value was $41.62 M.
Yes, 0 managers opened new positions in EVR, and 4 increased their existing holdings. The total reported buy value was $140.85 M.
