Evercore Ownership | Who Owns Evercore?

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Evercore Ownership Summary

Evercore is owned by 45.49% institutional investors, 7.32% insiders, and 47.19% 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 2.96% of its assets in Evercore shares.

EVR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Evercore	45.49%	7.32%	47.19%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Capital Markets Stocks	34.70%	18.00%	47.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	3.84M	10.02%	$1.06B
Blackrock funding, inc. /de	3.57M	9.33%	$990.44M
Blackrock	3.50M	9.11%	$730.21M
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
Massachusetts financial services co /ma/	774.47K	2.02%	$214.68M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Paralel advisors	300.00K	3.55%	$83.16M
Global alpha capital management	149.97K	3.02%	$41.57M
Broad bay capital management, lp	86.00K	2.93%	$23.84M
Dorsey wright & associates	43.82K	2.90%	$12.15M
Kettle hill capital management	41.60K	2.50%	$11.53M
Morse asset management	37.05K	2.35%	$10.27M
Qsv equity investors	8.00K	2.13%	$2.22M
Nicholas investment partners, lp	82.70K	2.02%	$22.92M
Nitorum capital	61.69K	1.97%	$17.10M
Ccm investment advisers	58.61K	1.80%	$16.25M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	1.03M	0.02%	582.39K
Norges bank	480.74K	0.02%	480.74K
Price t rowe associates inc /md/	323.32K	0.01%	300.03K
Raymond james financial	205.20K	0.02%	205.20K
Stephens investment management group	202.64K	0.75%	202.64K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	855.52K	0.04%	-512.61K
Millennium management	66.34K	0.01%	-324.41K
Epoch investment partners	60.65K	0.08%	-210.31K
Jpmorgan chase	619.55K	0.01%	-183.36K
International assets investment management	-	-	-171.88K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	480.74K	0.02%	480.74K	$133.26M
Raymond james financial	205.20K	0.02%	205.20K	$56.88M
Stephens investment management group	202.64K	0.75%	202.64K	$56.17M
Proficio capital partners	132.22K	0.01%	132.22K	$132.22K
Artemis investment management llp	116.23K	0.46%	116.23K	$32.22M

Sold Out

Holder	Change
Tfo-tdc	-2.00
Wr wealth planners	-2.00
Bokf, na	-2.00
Claris advisors, llc / mo /	-3.00
Colonial trust advisors	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	442	8.87%	33,335,096	1.47%	88	1.17%	201	12.92%	174	1.75%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	1.16M	2.96%	2.00K
Vanguard US Total Market Shares ETF	1.15M	2.95%	51.84K
Vanguard Total Stock Mkt Idx Inv	1.14M	2.91%	6.54K
JHancock Disciplined Value Mid Cap I	1.01M	2.58%	2.80K
Vanguard Small Cap Index	923.39K	2.36%	756.00
FullerThaler Behavioral Small-Cap Equity	656.34K	1.68%	-39.20K
FullerThaler Behavioral Sm-Cp Eq R6	656.34K	1.68%	-39.20K
Vanguard Small Cap Value Index Inv	608.13K	1.55%	-2.14K
Vanguard Institutional Extnd Mkt Idx Tr	537.53K	1.37%	1.91K
TD U.S. Dividend Growth Fund-F	455.12K	1.16%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 07, 2025	Pensa Paul	Contr, Prin. Acct.Officer	Sell	$523.92K
Feb 10, 2025	HYMAN EDWARD S	Vice Chair EVR & Chairman EISI	Sell	$4.75M
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
Nov 21, 2024	HYMAN EDWARD S	Vice Chair EVR & Chairman EISI	Sell	$3.06M

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	4
2024 Q4	-	12
2024 Q3	-	2
2024 Q2	-	-
2024 Q1	-	4

EVR Ownership FAQ

Who Owns Evercore?

Evercore shareholders are primarily institutional investors at 45.49%, followed by 7.32% insiders and 47.19% retail investors. The average institutional ownership in Evercore's industry, Capital Markets Stocks, is 34.70%, which Evercore exceeds.

Who owns the most shares of Evercore?

Evercore’s largest shareholders are Vanguard group (3.84M shares, 10.02%), Blackrock funding, inc. /de (3.57M shares, 9.33%), and Blackrock (3.5M shares, 9.11%). Together, they hold 28.46% 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?

Paralel advisors is Evercore’s biggest shareholder by percentage of total assets invested, with 3.55% of its assets in 300K Evercore shares, valued at 83.16M$.

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 2.96% of its total shares outstanding invested in 1.16M Evercore shares.

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