Evercore
EVR · NYSE
$252.10+$4.14 (+1.67%)TodayMarket closed ·
Prev close $247.96
Who owns EVR
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 34.8% of EVR’s shares.
- BlackRock Institutional Trust Company, N.A.8.2%
- Vanguard Portfolio Management, LLC4.7%
- AQR Capital Management, LLC4.1%
- Vanguard Capital Management, LLC4.1%
- Next 6 largest institutions13.7%
- All other shareholders65.2%
| Holder | Shares | % of shares |
|---|---|---|
| BlackRock Institutional Trust Company, N.A. | 3.37M | 8.18% |
| Vanguard Portfolio Management, LLC | 1.96M | 4.74% |
| AQR Capital Management, LLC | 1.71M | 4.15% |
| Vanguard Capital Management, LLC | 1.68M | 4.07% |
| State Street Investment Management (US) | 1.21M | 2.92% |
| Invesco Advisers, Inc. | 1.17M | 2.84% |
| Geode Capital Management, L.L.C. | 1.10M | 2.66% |
| Fidelity Management & Research Company LLC | 914.10K | 2.21% |
| Millennium Management LLC | 637.46K | 1.54% |
| Wellington Management Company, LLP | 624.99K | 1.51% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.34M | 3.25% |
| Vanguard Total Stock Market Index Fund | 1.17M | 2.84% |
| Vanguard Small-Cap Index Fund | 844.64K | 2.05% |
| Vanguard Extended Market Index Fund | 445.58K | 1.08% |
| TD U.S. Dividend Growth Fund | 443.11K | 1.07% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders sold $2.68M (1 trade) of EVR on the open market, with no buys.
| Insider | Type | Shares | Value |
|---|---|---|---|
| LaLonde Timothy Gilbert | Sale | 7.81K | $2.68M |
| Williamson Sarah K | Award | 727 | — |
| Robertson Sir Simon | Award | 364 | — |
| Harris Gail Block | Award | 364 | — |
| Carlton Pamela G | Award | 364 | — |
| WHEELER WILLIAM J | Award | 364 | — |
| OVERLOCK WILARD J JR | Award | 727 | — |
| FUTTER ELLEN V | Award | 364 | — |
| MILLARD ROBERT B | Award | 815 | — |
| VARNEY CHRISTINE A | Award | 727 | — |
Short interest
Settled Sep 30, 2026
- Shares short
- 1.22M
- Days to cover
- 2.05
- % of shares outstanding
- 2.95%
- Average daily volume
- 595.31K
- Change since last report
- +7.0%
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