$EVR

$292.38 +$32.52 (12.51%) Close

$EVR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 38.6M shares outstanding

Who owns EVR?

By type of holder

Institutions 91.6% Insiders 0.0% Everyone else 8.4%

Concentration Top 10 holders own 42.3%

BlackRock, Inc. 9.6% · Vanguard Portfolio Management LLC 5.1%

Institutional ownership

91.6%

+1.6 pts vs last qtr

Institutional holders

704

+53 vs last qtr

Net shares bought

+632.5K

by institutions in Q2 2026

New / sold out

108 / 55

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Millennium Management LLC +568.3K
Norges Bank NEW +417.0K

Biggest sellers in Q2 2026

FMR LLC −537.2K
TD Asset Management Inc −349.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$15.4M

6 notices from 5 people

Shares covered

47.9K

0.12% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Altman Roger C Director $10.4M
Timothy Gilbert LaLonde Officer $2.66M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−4.7%

−0.53% a year

Each share's claim on the business

+4.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

— vs $4.16B

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years70% 3–5 years7% 1–3 years10% Under 1 year12%

Quarterly turnover

11.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting EVR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	3.7M	9.62%	+66.8K (+1.8%)	≤2021	0.0%
Shares held by quarter Peak holding3.7M (Q2'26) Change over 8 quarters+215.0K Share of the company9.620% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	2.0M	5.06%	−18.0K (−0.9%)	≤2021	0.0%
Shares held by quarter Peak holding2.0M (Q1'26) Change over 8 quarters+2.0M Share of the company5.060% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

3.7M

% of company

9.62%

Change vs last qtr

+66.8K (+1.8%)

Held since

≤2021

Vanguard Portfolio Management LLC

2.0M

% of company

5.06%

Change vs last qtr

−18.0K (−0.9%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Evercore Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EVR on Form N-PORT; together they hold 44.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$453M	1.3M	3.43%	0.36%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$398M	1.2M	3.02%	0.02%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$453M

% of company

3.43%

% of the fund

0.36%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$398M

% of company

3.02%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Evercore Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
ES Edward S. Hyman 5%+ holder 13D · 4.3%	1.6M	4.25%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.250% Disclosed stake13D · 4.3% View the 13D/G filing →

Edward S. Hyman

5%+ holder13D · 4.3%

1.6M

% of company

4.25%

Change vs last qtr

—

Held since

—

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