Evercore Ownership | Who Owns Evercore?

Overview Forecast RevenueFinancials Chart Transcripts

Evercore Ownership Summary

Evercore is owned by 51.56% institutional investors, 4.90% insiders, and 43.55% 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 3.15% of its assets in Evercore shares.

EVR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Evercore	51.56%	4.90%	43.55%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Capital Markets Stocks	28.28%	14.21%	57.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	3.50M	9.11%	$730.21M
Blackrock funding, inc. /de	3.46M	8.94%	$1.18B
Vanguard group	3.84M	8.65%	$1.31B
Wellington management group llp	2.02M	4.60%	$682.57M
Td asset management	1.21M	3.14%	$413.31M
Invesco	1.35M	3.08%	$456.45M
Boston partners	1.25M	2.84%	$421.25M
State street	1.18M	2.68%	$396.81M
Geode capital management	924.90K	2.39%	$314.75M
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
Peregrine investment management	25.11K	5.31%	$8.54M
Kettle hill capital management	66.05K	5.01%	$22.28M
Paralel advisors	300.00K	3.97%	$102.08M
Morse asset management	38.67K	2.63%	$13.16M
Global alpha capital management	119.66K	2.48%	$40.71M
Channing capital management	266.47K	2.37%	$89.88M
Cramer rosenthal mcglynn	110.58K	2.32%	$37.30M
Thames capital management	46.88K	2.32%	$15.95M

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	2.02M	0.12%	1.46M
Norges bank	482.62K	0.02%	482.62K
Balyasny asset management	195.78K	0.08%	195.78K
Bain capital public equity management ii	434.21K	6.85%	186.76K
Artisan partners limited partnership	160.54K	0.08%	160.54K

Top Sellers

Holder	Shares	% Assets	Change
Boston partners	1.25M	0.43%	-471.19K
Eminence capital, lp	-	-	-447.05K
Capital investors	166.79K	0.01%	-437.98K
Millennium management	66.34K	0.01%	-324.41K
Point72 asset management	-	-	-186.74K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	482.62K	0.02%	482.62K	$164.21M
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
Bw gestao de investimentos ltda.	21.51K	0.17%	21.51K	$7.32M

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 %
Dec 31, 2025	468	-27.10%	22,881,070	-34.08%	51	0.83%	193	-44.86%	192	-1.54%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	1.25M	3.15%	125.03K
Vanguard US Total Market Shares ETF	1.15M	2.95%	51.84K
Vanguard Total Stock Mkt Idx Inv	1.16M	2.92%	2.43K
Vanguard Small Cap Index	832.35K	2.10%	-95.00
JHancock Disciplined Value Mid Cap I	521.99K	1.32%	-105.30K
TD U.S. Dividend Growth Fund-F	460.50K	1.16%	60.07K
Capital Group AMCAP Composite	419.25K	1.08%	419.25K
American Funds AMCAP A	419.25K	1.08%	419.25K
Vanguard Institutional Extnd Mkt Idx Tr	417.97K	1.06%	1.64K
Fidelity Contrafund	409.72K	1.03%	78.20K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 06, 2026	Klurfeld Jason	General Counsel	Sell	$1.80M
Feb 05, 2026	Pensa Paul	Contr, Prin. Acct.Officer	Sell	$507.95K
Dec 09, 2025	Carlton Pamela G	-	Sell	$65.88K
Aug 05, 2025	LaLonde Timothy Gilbert	Chief Financial Officer	Sell	$2.48M
Aug 01, 2025	Klurfeld Jason	General Counsel	Sell	$1.57M

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	2
2025 Q4	-	1
2025 Q3	-	2
2025 Q2	-	-
2025 Q1	-	4

EVR Ownership FAQ

Who Owns Evercore?

Evercore shareholders are primarily institutional investors at 51.56%, followed by 4.90% insiders and 43.54% retail investors. The average institutional ownership in Evercore's industry, Capital Markets Stocks, is 28.28%, which Evercore exceeds.

Who owns the most shares of Evercore?

Evercore’s largest shareholders are Blackrock (3.5M shares, 9.11%), Blackrock funding, inc. /de (3.46M shares, 8.94%), and Vanguard group (3.84M shares, 8.65%). Together, they hold 26.71% of Evercore’s total shares outstanding.

Does Blackrock own Evercore?

Yes, BlackRock owns 9.11% of Evercore, totaling 3.5M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 730.21M$. In the last quarter, BlackRock increased its holdings by 38.66K shares, a 1.12% change.

Who is Evercore’s biggest shareholder by percentage of total assets invested?

Bain capital public equity management ii is Evercore’s biggest shareholder by percentage of total assets invested, with 6.85% of its assets in 434.21K Evercore shares, valued at 146.47M$.

Who is the top mutual fund holder of Evercore shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Evercore shares, with 3.15% of its total shares outstanding invested in 1.25M Evercore shares.

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