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Evercore Inc.

EVR Financials
$346.12 $-0.14 (-0.04%)
Market Cap: $14.32 B
Gurus Holding
9
Popularity Rank
#604
% of Shares Held
6.16%
Net Activity (Q1 2026)
+$332.57 M

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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $882.22 M.

Top institutional holders include Cliff Asness and Ken Fisher.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $332.57 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 85.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$340.13 M
Total Buy Value
New Buys 1
Additions 4
-$7.56 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Evercore Inc. (EVR)

Major holders include Cliff Asness ($388.06 M), Ken Fisher ($126.78 M), Steven Cohen ($116.59 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.55 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $332.57 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited EVR. The total reported sell value was $7.56 M.

Yes, 1 managers opened new positions in EVR, and 4 increased their existing holdings. The total reported buy value was $340.13 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.18% Add 53.5% 1,316,852 $388.06 M Q1 2026
0.04% Add 32.8% 424,719 $126.78 M Q1 2026
0.15% New Buy 390,584 $116.59 M Q1 2026
0.08% Add 1178.4% 173,860 $51.9 M Q1 2026
0.37% Add 32.0% 126,617 $37.8 M Q1 2026
0.12% Reduce -16.6% 90,438 $27 M Q1 2026
0.02% Reduce -0.5% 20,676 $6.17 M Q1 2026
0.00% Reduce -4.8% 3,903 $1.17 M Q1 2026
0.00% Reduce -85.0% 1,241 $370,450 Q1 2026
Date
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Transaction
Value
Shares
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SEC Form