Evercore Ownership | Who Owns Evercore?
Evercore Ownership Summary
Evercore is owned by 56.35% institutional investors, 4.95% insiders, and 38.70% retail investors. Blackrock is the largest institutional shareholder, holding 9.11% of EVR shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.03% of its assets in Evercore shares.
EVR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Evercore | 56.35% | 4.95% | 38.70% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Capital Markets Stocks | 35.42% | 14.69% | 49.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.50M | 9.11% | $730.21M |
| Vanguard group | 3.90M | 8.87% | $1.32B |
| Blackrock funding, inc. /de | 3.46M | 7.86% | $1.17B |
| Wellington management group llp | 2.02M | 4.60% | $682.57M |
| Invesco | 1.35M | 3.08% | $456.45M |
| Boston partners | 1.25M | 2.84% | $421.25M |
| Td asset management | 1.18M | 2.69% | $398.87B |
| State street | 1.18M | 2.68% | $396.81M |
| Geode capital management | 940.47K | 2.14% | $317.28M |
| Fmr | 850.44K | 1.93% | $286.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bain capital public equity management ii | 434.21K | 6.85% | $146.47M |
| Bain capital public equity, lp | 28.94K | 6.18% | $9.76M |
| Kettle hill capital management | 66.05K | 5.01% | $22.28M |
| Peregrine investment management | 26.16K | 4.34% | $8.82M |
| Paralel advisors | 300.00K | 3.94% | $101.20M |
| Tribune investment group lp | 20.00K | 3.27% | $6.75M |
| Global alpha capital management | 162.44K | 3.13% | $54.79B |
| Morse asset management | 38.61K | 2.60% | $13.02M |
| Channing capital management | 266.47K | 2.37% | $89.88M |
| Cramer rosenthal mcglynn | 110.58K | 2.32% | $37.30M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 2.02M | 0.12% | 1.46M |
| Norges bank | 480.74K | 0.02% | 480.74K |
| Td asset management | 1.18M | 0.32% | 227.05K |
| Lord, abbett | 354.11K | 0.36% | 224.76K |
| Ubs group | 402.69K | 0.02% | 217.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 1.25M | 0.43% | -471.19K |
| Eminence capital, lp | - | - | -447.05K |
| Millennium management | 66.34K | 0.01% | -324.41K |
| Point72 asset management | - | - | -186.74K |
| International assets investment management | - | - | -171.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 480.74K | 0.02% | 480.74K | $133.26M |
| Balyasny asset management | 195.78K | 0.08% | 195.78K | $52.87M |
| Artisan partners limited partnership | 160.54K | 0.08% | 160.54K | $54.15M |
| Azora capital lp | 128.95K | 2.02% | 128.95K | $43.50M |
| Artemis investment management llp | 111.64K | 0.47% | 111.64K | $37.66M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Psi advisors | -1.00 |
| Atticus wealth management | -1.00 |
| Private trust co na | -1.00 |
| Mv capital management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 479 | -16.70% | 24,778,820 | -27.22% | 56 | 0.94% | 255 | -18.79% | 147 | -20.97% |
| Jun 30, 2025 | 580 | 1.58% | 36,369,056 | 7.16% | 82 | 1.08% | 316 | 5.69% | 188 | 1.08% |
| Mar 31, 2025 | 564 | -4.89% | 33,933,854 | 1.94% | 87 | 1.16% | 298 | -1.32% | 182 | -9.00% |
| Dec 31, 2024 | 338 | -35.50% | 17,419,736 | -46.99% | 45 | 0.62% | 159 | -38.61% | 116 | -31.36% |
| Sep 30, 2024 | 519 | 9.26% | 32,733,707 | -3.09% | 85 | 1.11% | 257 | 18.43% | 166 | -8.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.17M | 3.03% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.15M | 2.99% | -24.41K |
| Vanguard US Total Market Shares ETF | 1.15M | 2.95% | 51.84K |
| JHancock Disciplined Value Mid Cap I | 912.46K | 2.36% | -150.78K |
| Vanguard Small Cap Index | 891.60K | 2.31% | -5.85K |
| Vanguard Small Cap Value Index Inv | 573.23K | 1.49% | 630.00 |
| T. Rowe Price US All-Cap Opp Eq Comp | 465.14K | 1.20% | 101.10K |
| TD U.S. Dividend Growth Fund-F | 455.12K | 1.16% | - |
| T. Rowe Price All-Cap Opportunities Fund | 420.44K | 1.09% | -44.70K |
| American Funds AMCAP A | 419.25K | 1.08% | 419.25K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 05, 2025 | LaLonde Timothy Gilbert | Chief Financial Officer | Sell | $2.48M |
| Aug 01, 2025 | Klurfeld Jason | General Counsel | Sell | $1.57M |
| Feb 07, 2025 | Pensa Paul | Contr, Prin. Acct.Officer | Sell | $523.92K |
| Feb 06, 2025 | HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Sell | $4.89M |
| Feb 07, 2025 | HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Sell | $5.87M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 4 |
| 2024 Q4 | - | 12 |
| 2024 Q3 | - | 2 |
EVR Ownership FAQ
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