Evercore Ownership | Who Owns Evercore?

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Evercore Ownership Summary

Evercore is owned by 89.87% institutional investors, 2.31% insiders, and 7.82% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.43% of EVR shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.38% of its assets in Evercore shares.

EVR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Evercore	89.87%	2.31%	7.82%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Capital Markets Stocks	30.20%	15.91%	53.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	3.65M	9.43%	$1.09B
Blackrock	3.50M	9.11%	$730.21M
Vanguard group	3.84M	8.65%	$1.31B
Fmr	1.67M	4.32%	$498.41M
Invesco	1.42M	3.68%	$425.28M
Aqr capital management	1.32M	3.40%	$388.06M
State street	1.18M	3.05%	$351.95M
Geode capital management	1.04M	2.70%	$311.50M
Td asset management	958.47K	2.48%	$286.11M
Morgan stanley	917.80K	2.37%	$273.97M

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	21.21K	4.98%	$6.33M
Paralel advisors	300.00K	3.72%	$89.55M
Morse asset management	38.45K	2.39%	$11.48M
Global alpha capital management	118.86K	2.13%	$35.48M
Ccm investment advisers	55.86K	1.82%	$19.01M
Longaeva partners	157.26K	1.74%	$46.94M
Qsv equity investors	3.40K	1.71%	$1.16M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	482.62K	0.02%	482.62K
Aqr capital management	1.32M	0.18%	458.89K
Fmr	1.67M	0.03%	413.42K
Point72 asset management	390.58K	0.15%	390.58K
Balyasny asset management	369.04K	0.14%	322.93K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	623.26K	0.03%	-1.31M
Millennium management	69.16K	0.01%	-467.49K
Eminence capital, lp	-	-	-447.05K
Price t rowe associates inc /md/	326.67K	0.01%	-290.67K
Lord, abbett	91.90K	0.09%	-290.00K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	482.62K	0.02%	482.62K	$164.21M
Point72 asset management	390.58K	0.15%	390.58K	$116.59M
Vanguard fiduciary trust	239.10K	0.02%	239.10K	$71.37M
Artisan partners limited partnership	160.54K	0.08%	160.54K	$54.15M
Longaeva partners	157.26K	1.74%	157.26K	$46.94M

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 %
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%
Mar 31, 2025	564	-4.89%	33,933,854	1.94%	87	1.16%	298	-1.32%	182	-9.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	1.31M	3.38%	-656.00
Vanguard Total Stock Mkt Idx Inv	1.20M	3.09%	2.79K
Vanguard US Total Market Shares ETF	1.15M	2.95%	51.84K
Vanguard Small Cap Index	866.77K	2.24%	-1.88K
TD U.S. Dividend Growth Fund-F	541.12K	1.37%	22.59K
Vanguard Institutional Extnd Mkt Idx Tr	436.70K	1.13%	4.45K
Fidelity Contrafund	436.42K	1.13%	-93.16K
American Funds AMCAP A	419.25K	1.08%	419.25K
Capital Group AMCAP Composite	419.25K	1.08%	419.25K
MFS Mid Cap Value A	375.52K	0.97%	-

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 89.87%, followed by 2.31% insiders and 7.82% retail investors. The average institutional ownership in Evercore's industry, Capital Markets Stocks, is 30.20%, which Evercore exceeds.

Who owns the most shares of Evercore?

Evercore’s largest shareholders are Blackrock funding, inc. /de (3.65M shares, 9.43%), Blackrock (3.5M shares, 9.11%), and Vanguard group (3.84M shares, 8.65%). Together, they hold 27.20% 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 3.38% of its total shares outstanding invested in 1.31M Evercore shares.

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