Evercore Inc. (EVR) Ownership
EVR ownership summary
as of October 17, 2026- Institutions
- 94.8% of shares outstanding
- Insiders
- 2.33% of shares outstanding
- Shares outstanding
- 38.5M
- Float
- 36.4M shares available to trade
- Short interest
- 3.23% 1.2M shares short
- Days to cover
- 2.39 short interest down 5.5% vs prior month
- Institutions 94.82%
- Insiders 2.33%
- Other investors 2.85%
EVR top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 9.66% | 3.7M | $944.1M | +66,765 (+1.8%) | June 30, 2026 |
| 2 | Vanguard Portfolio Management, LLC | 5.09% | 2.0M | $497.0M | −17,994 (−0.9%) | June 30, 2026 |
| 3 | AQR Capital Management LLC | 4.45% | 1.7M | $434.7M | +394,130 (+29.9%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 4.37% | 1.7M | $426.9M | −14,739 (−0.9%) | June 30, 2026 |
| 5 | Amvescap Plc. | 4.17% | 1.6M | $407.2M | +177,987 (+12.5%) | June 30, 2026 |
| 6 | State Street Corp | 3.14% | 1.2M | $306.5M | +27,095 (+2.3%) | June 30, 2026 |
| 7 | FMR Inc | 2.94% | 1.1M | $287.7M | −537,181 (−32.2%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 2.86% | 1.1M | $279.1M | +55,089 (+5.3%) | June 30, 2026 |
| 9 | Morgan Stanley - Brokerage Accounts | 2.09% | 803K | $204.0M | −114,786 (−12.5%) | June 30, 2026 |
| 10 | Millennium Management LLC | 1.66% | 637K | $162.0M | +568,306 (+821.8%) | June 30, 2026 |
| 11 | Wellington Management Company LLP | 1.63% | 625K | $158.8M | +1,728 (+0.3%) | June 30, 2026 |
| 12 | Boston Partners Global Investors, Inc | 1.60% | 615K | $156.1M | +34,343 (+5.9%) | June 30, 2026 |
| 13 | TD Asset Management Inc | 1.58% | 609K | $154.8M | −349,363 (−36.5%) | June 30, 2026 |
| 14 | Dimensional Fund Advisors, Inc. | 1.45% | 556K | $141.4M | +7,890 (+1.4%) | June 30, 2026 |
| 15 | UBS Group AG | 1.31% | 503K | $127.9M | +210,798 (+72.0%) | June 30, 2026 |
| 16 | Fisher Asset Management, LLC | 1.10% | 424K | $107.7M | −844 (−0.2%) | June 30, 2026 |
| 17 | NORGES BANK | 1.08% | 417K | $106.0M | −65,576 (−13.6%) | June 30, 2026 |
| 18 | JPMorgan Chase & Co | 1.06% | 409K | $104.0M | −59,685 (−12.7%) | June 30, 2026 |
| 19 | Bahl & Gaynor Inc. | 1.03% | 395K | $100.5M | −6,340 (−1.6%) | June 30, 2026 |
| 20 | BNP Paribas Investment Partners SA | 1.02% | 393K | $99.9M | +74,145 (+23.2%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 1.6M shares and 9 cut 1.2M.
EVR top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.56% | 1.4M | $348.3M | — | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.04% | 1.2M | $297.0M | −1,292 (−0.1%) | August 31, 2026 |
| 3 | Vanguard Small Cap Index | 2.20% | 845K | $214.8M | +854 (+0.1%) | August 31, 2026 |
| 4 | TD U.S. Dividend Growth Fund-F | 1.15% | 443K | $112.6M | — | June 30, 2026 |
| 5 | Invesco S&P MidCap Quality ETF | 1.10% | 422K | $107.1M | +440 (+0.1%) | September 30, 2026 |
| 6 | TD North American Dividend - I | 0.91% | 350K | $88.9M | +37,358 (+11.9%) | December 31, 2025 |
| 7 | JHancock Disciplined Value Mid Cap I | 0.88% | 340K | $86.3M | −5,556 (−1.6%) | August 31, 2026 |
| 8 | Strategic Advisers Fidelity US TtlStk | 0.87% | 333K | $84.6M | +1,496 (+0.5%) | August 31, 2026 |
| 9 | TD Tactical Monthly Income F | 0.78% | 300K | $76.3M | +30,955 (+11.5%) | December 31, 2025 |
| 10 | SRH Total Return Fund | 0.78% | 300K | $76.2M | — | August 31, 2026 |
| 11 | FullerThaler Behavioral Sm-Cp Eq R6 | 0.77% | 295K | $74.9M | −34,900 (−10.6%) | June 30, 2026 |
| 12 | State Street® SPDR® S&P MIDCAP 400® ETF | 0.74% | 283K | $71.9M | −3,188 (−1.1%) | August 31, 2026 |
| 13 | Vanguard MStar Small Cap Value Index | 0.70% | 268K | $68.2M | +205 (+0.1%) | August 31, 2026 |
| 14 | Vanguard MStar Small Cap Growth Indx Inv | 0.63% | 243K | $61.7M | −2,047 (−0.8%) | August 31, 2026 |
| 15 | Artemis US Smaller Companies I Acc GBP | 0.61% | 233K | $59.2M | — | June 30, 2026 |
| 16 | Vanguard PRIMECAP Core Inv | 0.57% | 219K | $55.7M | +7,000 (+3.3%) | June 30, 2026 |
| 17 | Vanguard Dividend Appreciation ETF | 0.57% | 219K | $55.6M | +105 (+0.0%) | August 31, 2026 |
| 18 | Hartford Growth Opportunities Y | 0.56% | 217K | $55.1M | — | August 31, 2026 |
| 19 | State Street SPDR Port S&P 400 Md CpETF | 0.53% | 203K | $51.7M | −288 (−0.1%) | September 30, 2026 |
| 20 | Fidelity Extended Market Index | 0.49% | 188K | $47.9M | −2,593 (−1.4%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
EVR insider transactions
latest 6| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-06 | Sarah K Williamson | Buy | $290.43 | 2,000 | $580,860 |
| 2026-02-06 | Jason Klurfeld | Sell | $360.00 | 5,000 | $1.8M |
| 2026-02-05 | Paul Pensa | Sell | $350.31 | 1,450 | $507,950 |
| 2025-12-09 | Pamela G Carlton | Sell | $343.11 | 192 | $65,877 |
| 2025-08-05 | Timothy Gilbert Lalonde | Sell | $295.44 | 8,407 | $2.5M |
| 2025-08-01 | Jason Klurfeld | Sell | $285.85 | 5,500 | $1.6M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
EVR shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns EVR
Institutional investors own 94.8% of Evercore's shares and insiders 2.33%. The largest holder is BlackRock Inc with 9.66% of the shares (3.7M), as of June 30, 2026. Among the top 20 institutions, 11 added shares and 9 reduced their stake in the latest filings. Short interest is 3.23% of the float, or 2.39 days of average trading volume. The share count rose 2.2% since 2014.
Related: EVR analyst forecast, EVR key metrics, EVR dividend history. See the EVR stock overview for the latest quote and news.
EVR ownership FAQ
Who owns the most Evercore stock?
The largest shareholders of Evercore are BlackRock Inc (9.66%), Vanguard Portfolio Management, LLC (5.09%), AQR Capital Management LLC (4.45%), Vanguard Capital Management, LLC (4.37%), Amvescap Plc. (4.17%).
What percentage of Evercore is owned by institutions?
Institutions hold 94.8% of Evercore's shares outstanding; insiders hold 2.33%.
Which funds own Evercore?
The largest fund holders of Evercore are iShares Core S&P Mid-Cap ETF (3.56%), Vanguard MStar Total Stk Mkt Idx Invest (3.04%), Vanguard Small Cap Index (2.20%), TD U.S. Dividend Growth Fund-F (1.15%), Invesco S&P MidCap Quality ETF (1.10%).
What is Evercore's short interest?
1.2M shares of Evercore were sold short, 3.23% of the float; at the average daily volume it would take 2.39 days to cover.
Are insiders buying or selling Evercore?
Of the latest 6 reported insider transactions in Evercore (since August 1, 2025), 1 were purchases and 5 were sales.
How many shares of Evercore are outstanding?
Evercore has 38.5M shares outstanding, of which 36.4M are in the public float.