Evercore Ownership | Who Owns Evercore?

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Evercore Ownership Summary

Evercore is owned by 92.64% institutional investors, 2.33% insiders, and 5.03% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.53% of EVR shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.44% of its assets in Evercore shares.

EVR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Evercore	92.64%	2.33%	5.03%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Capital Markets Stocks	49.47%	16.48%	34.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	3.72M	9.53%	$1.27B
Blackrock	3.50M	9.11%	$730.21M
Vanguard group	3.84M	8.65%	$1.31B
Aqr capital management	1.71M	4.39%	$584.20M
Vanguard capital management	1.68M	4.31%	$573.69M
Invesco	1.60M	4.11%	$547.22M
State street	1.21M	3.10%	$411.82M
Fmr	1.13M	2.91%	$386.67M
Geode capital management	1.10M	2.82%	$375.11M
Morgan stanley	803.01K	2.06%	$274.18M

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
Paralel advisors	300.00K	3.96%	$102.43M
Walter public investments	34.37K	2.82%	$11.73M
Azora capital lp	186.03K	2.68%	$63.52M
Peregrine investment management	17.21K	2.50%	$5.88M
Global alpha capital management	118.12K	2.42%	$40.33M
Morse asset management	38.60K	2.18%	$13.18M
Qsv equity investors	3.40K	1.71%	$1.16M

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	637.46K	0.08%	568.31K
Norges bank	417.04K	0.01%	417.04K
Aqr capital management	1.71M	0.20%	394.13K
Sixth street partners management company	275.40K	0.01%	275.40K
Ubs group	503.40K	0.02%	210.80K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	1.13M	0.02%	-537.18K
Eminence capital, lp	-	-	-447.05K
Td asset management	609.11K	0.18%	-349.36K
Balyasny asset management	58.80K	0.03%	-310.24K
Price t rowe associates inc /md/	37.49K	0.00%	-289.17K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	417.04K	0.01%	417.04K	$142.39M
Sixth street partners management company	275.40K	0.01%	275.40K	$94.03M
Artisan partners limited partnership	160.54K	0.08%	160.54K	$54.15M
Flputnam investment management	73.59K	0.30%	73.59K	$25.13M
Zurich insurance group ltd/fi	35.52K	0.08%	35.52K	$12.13M

Sold Out

Holder	Change
Tfc financial management	-1.00
Psi advisors	-1.00
Atticus wealth management	-1.00
Private trust co na	-1.00
Dunhill financial	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	730	7.67%	36,099,761	2.51%	92	1.12%	371	-3.64%	243	29.95%
Mar 31, 2026	664	2.31%	34,773,552	-0.25%	89	1.46%	376	33.33%	183	-28.52%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	1.32M	3.44%	-
Vanguard MStar Total Stk Mkt Idx Invest	1.17M	3.04%	3.36K
Vanguard Total Stock Mkt Idx Inv	1.17M	3.02%	-30.92K
Vanguard Morn Total Stk Mkt Idx Investor	1.17M	3.02%	-30.92K
Vanguard US Total Market Shares ETF	1.15M	2.95%	51.84K
Vanguard Small Cap Index	844.64K	2.20%	1.68K
TD U.S. Dividend Growth Fund-F	541.12K	1.37%	22.59K
Vanguard Institutional Extnd Mkt Idx Tr	445.58K	1.16%	1.67K
American Funds AMCAP A	419.25K	1.08%	419.25K
Capital Group AMCAP Composite	419.25K	1.08%	419.25K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 11, 2026	LaLonde Timothy Gilbert	Chief Financial Officer	Sell	$2.68M
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

Insider Transactions Trends

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

EVR Ownership FAQ

Who Owns Evercore?

Evercore shareholders are primarily institutional investors at 92.64%, followed by 2.33% insiders and 5.03% retail investors. The average institutional ownership in Evercore's industry, Capital Markets Stocks, is 49.47%, which Evercore exceeds.

Who owns the most shares of Evercore?

Evercore’s largest shareholders are Blackrock funding, inc. /de (3.72M shares, 9.53%), Blackrock (3.5M shares, 9.11%), and Vanguard group (3.84M shares, 8.65%). Together, they hold 27.30% 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 3.44% of its total shares outstanding invested in 1.32M Evercore shares.

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