Evercore Ownership | Who Owns Evercore?

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Evercore Ownership Summary

Evercore is owned by 87.84% institutional investors, 7.23% insiders, and 4.93% retail investors. Vanguard group is the largest institutional shareholder, holding 9.68% of EVR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.02% of its assets in Evercore shares.

EVR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Evercore	87.84%	7.23%	4.93%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Capital Markets Stocks	43.47%	14.01%	42.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	3.72M	9.68%	$775.45M
Blackrock	3.50M	9.11%	$730.21M
Boston partners	1.68M	4.36%	$350.41M
State street	1.09M	2.83%	$226.88M
Invesco	1.07M	2.78%	$222.91M
Massachusetts financial services co /ma/	1.04M	2.71%	$216.93M
Td asset management	1.03M	2.68%	$214.78M
Jpmorgan chase	948.89K	2.47%	$197.78M
Dimensional fund advisors lp	797.95K	2.08%	$166.29M
Wellington management group llp	788.21K	2.05%	$164.29M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Paralel advisors	300.00K	2.99%	$62.53M
Channing capital management	425.84K	2.44%	$88.76M
Global alpha capital management	154.56K	2.35%	$32.21M
Nitorum capital	88.50K	2.01%	$18.45M
Ccm investment advisers	76.21K	1.87%	$15.88M
Morse asset management	35.53K	1.80%	$7.41M
Pier capital	56.32K	1.75%	$11.74M
Qsv equity investors	8.00K	1.74%	$1.67M
Dorsey wright & associates	29.52K	1.60%	$6.15M
Nicholas investment partners, lp	71.53K	1.55%	$14.91M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	424.16K	0.01%	424.16K
Wellington management group llp	788.21K	0.03%	326.20K
Lord, abbett	638.64K	0.43%	266.23K
Td asset management	1.03M	0.20%	223.38K
Invesco	1.07M	0.05%	144.70K

Top Sellers

Holder	Shares	% Assets	Change
Azora capital lp	-	-	-170.28K
Clark capital management group	-	-	-158.44K
American century companies	158.99K	0.02%	-141.94K
Ariel investments	-	-	-121.22K
Jacobs levy equity management	240.59K	0.21%	-117.71K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	424.16K	0.01%	424.16K	$88.41M
F/m investments	76.17K	0.57%	76.17K	$15.88M
Moran wealth management	55.11K	0.38%	55.11K	$11.49M
Corebridge financial	44.83K	0.05%	44.83K	$9.34M
Empowered funds	22.83K	0.08%	22.83K	$4.76M

Sold Out

Holder	Change
Tfo-tdc	-2.00
Wr wealth planners	-2.00
Colonial trust advisors	-4.00
Horizon investments	-5.00
Innealta capital	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	406	-	32,850,931	-1.91%	86	1.13%	178	2.30%	171	3.01%
Jun 30, 2023	406	-5.14%	33,492,079	2.23%	87	1.21%	174	-18.31%	166	19.42%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.15M	3.02%	-4.49K
iShares Core S&P Mid-Cap ETF	1.12M	2.95%	608.00
JHancock Disciplined Value Mid Cap I	958.06K	2.52%	-
Vanguard Small Cap Index	913.57K	2.40%	1.80K
FullerThaler Behavioral Sm-Cp Eq R6	704.74K	1.84%	-
FullerThaler Behavioral Small-Cap Equity	704.74K	1.84%	-
MFS Mid Cap Value A	687.36K	1.79%	-2.83K
MFS Mid Cap Value Equity	687.36K	1.79%	-107.45K
Vanguard Small Cap Value Index Inv	617.10K	1.62%	-212.00
Vanguard Institutional Extnd Mkt Idx Tr	533.44K	1.39%	-6.35K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 19, 2024	HYMAN EDWARD S	Vice Chair EVR & Chairman EISI	Sell	$2.69M
Nov 15, 2024	HYMAN EDWARD S	Vice Chair EVR & Chairman EISI	Sell	$2.55M
Nov 18, 2024	HYMAN EDWARD S	Vice Chair EVR & Chairman EISI	Sell	$3.33M
Nov 13, 2024	HYMAN EDWARD S	Vice Chair EVR & Chairman EISI	Sell	$3.75M
Nov 12, 2024	HYMAN EDWARD S	Vice Chair EVR & Chairman EISI	Sell	$3.18M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	9
2024 Q3	-	2
2024 Q2	-	-
2024 Q1	-	4
2023 Q4	-	1

EVR Ownership FAQ

Who Owns Evercore?

Evercore shareholders are primarily institutional investors at 87.84%, followed by 7.23% insiders and 4.93% retail investors. The average institutional ownership in Evercore's industry, Capital Markets Stocks, is 43.47%, which Evercore exceeds.

Who owns the most shares of Evercore?

Evercore’s largest shareholders are Vanguard group (3.72M shares, 9.68%), Blackrock (3.5M shares, 9.11%), and Boston partners (1.68M shares, 4.36%). Together, they hold 23.15% 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 2.99% of its assets in 300K Evercore shares, valued at 62.53M$.

Who is the top mutual fund holder of Evercore shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Evercore shares, with 3.02% of its total shares outstanding invested in 1.15M Evercore shares.

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