Evercore Ownership | Who Owns Evercore?

Overview Forecast RevenueFinancials Chart Transcripts

Evercore Ownership Summary

Evercore is owned by 87.64% institutional investors, 4.98% insiders, and 7.38% retail investors. Vanguard group is the largest institutional shareholder, holding 10.02% of EVR shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.04% of its assets in Evercore shares.

EVR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Evercore	87.64%	4.98%	7.38%
Sector	Financial Services Stocks	44.83%	15.36%	39.82%
Industry	Capital Markets Stocks	41.67%	16.89%	41.45%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	3.84M	10.02%	$1.06B
Blackrock	3.50M	9.11%	$730.21M
Blackrock funding, inc. /de	3.57M	8.12%	$963.92M
Boston partners	1.47M	3.83%	$406.16M
Invesco	1.42M	3.72%	$394.65M
State street	1.12M	2.94%	$311.69M
Fmr	1.03M	2.70%	$286.67M
Td asset management	956.33K	2.50%	$265.08M
Wellington management group llp	855.52K	2.23%	$237.14M
Geode capital management	744.23K	1.94%	$206.34M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Kettle hill capital management	65.45K	4.09%	$17.67M
Paralel advisors	300.00K	3.55%	$83.16M
Bain capital public equity management ii	247.44K	3.16%	$66.81M
Bain capital public equity, lp	17.16K	3.07%	$4.63M
Global alpha capital management	163.34K	2.75%	$44.10M
Channing capital management	363.70K	2.73%	$98.21M
Cramer rosenthal mcglynn	132.85K	2.47%	$35.87M
Morse asset management	37.05K	2.35%	$10.27M
Qsv equity investors	7.85K	2.21%	$2.12M
Nitorum capital	40.90K	1.64%	$11.04M

Top Buyers

Holder	Shares	% Assets	Change
Capital investors	601.05K	0.03%	601.05K
Fmr	1.03M	0.02%	582.39K
Brinker capital investments	561.64K	0.03%	550.23K
Norges bank	480.74K	0.02%	480.74K
William blair investment management	395.09K	0.28%	395.09K

Top Sellers

Holder	Shares	% Assets	Change
Massachusetts financial services co /ma/	81.96K	0.01%	-609.04K
Wellington management group llp	855.52K	0.04%	-512.61K
Qube research	16.22K	0.00%	-488.91K
Millennium management	66.34K	0.01%	-324.41K
Fuller & thaler asset management	381.03K	0.38%	-304.51K

New Positions

Holder	Shares	% Assets	Change	Value
Capital investors	601.05K	0.03%	601.05K	$162.29M
Norges bank	480.74K	0.02%	480.74K	$133.26M
William blair investment management	395.09K	0.28%	395.09K	$106.68M
Bain capital public equity management ii	247.44K	3.16%	247.44K	$66.81M
Balyasny asset management	195.78K	0.08%	195.78K	$52.87M

Sold Out

Holder	Change
Mv capital management	-1.00
Psi advisors	-1.00
Tfc financial management	-1.00
Tfo-tdc	-2.00
Wr wealth planners	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	468	-2.30%	33,763,970	1.63%	87	1.18%	213	-9.36%	178	9.20%
Mar 31, 2024	479	8.37%	33,223,604	-0.33%	86	1.12%	235	16.92%	163	-6.32%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	1.17M	3.04%	-2.09K
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	1.06M	2.75%	-
Vanguard Small Cap Index	891.60K	2.31%	-5.85K
FullerThaler Behavioral Small-Cap Equity	649.74K	1.68%	-6.60K
FullerThaler Behavioral Sm-Cp Eq R6	649.74K	1.68%	-6.60K
Vanguard Small Cap Value Index Inv	573.23K	1.49%	630.00
T. Rowe Price All-Cap Opportunities Fund	465.14K	1.20%	-
T. Rowe Price US All-Cap Opp Eq Comp	465.14K	1.20%	101.10K

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

Who Owns Evercore?

Evercore shareholders are primarily institutional investors at 87.64%, followed by 4.98% insiders and 7.38% retail investors. The average institutional ownership in Evercore's industry, Capital Markets Stocks, is 41.67%, which Evercore exceeds.

Who owns the most shares of Evercore?

Evercore’s largest shareholders are Vanguard group (3.84M shares, 10.02%), Blackrock (3.5M shares, 9.11%), and Blackrock funding, inc. /de (3.57M shares, 8.12%). Together, they hold 27.25% 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?

Kettle hill capital management is Evercore’s biggest shareholder by percentage of total assets invested, with 4.09% of its assets in 65.45K Evercore shares, valued at 17.67M$.

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 3.04% of its total shares outstanding invested in 1.17M Evercore shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools