EVR: Evercore Inc insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-07-31 | New 13G stake | Vanguard Portfolio Management | 5.06% | SEC |
Institutional ownership (Q2 2026)
716 institutions reported holding $11.98B of Evercore Inc on Form 13F (659 the quarter before). 105 opened a new position and 46 sold out. Shares held by institutions: +2%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 3,715,623 | $1.27B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,956,150 | $667.91M |
| AQR CAPITAL MANAGEMENT LLC | 1,710,982 | $584.20M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,680,210 | $573.69M |
| Invesco Ltd. | 1,602,673 | $547.22M |
| STATE STREET CORP | 1,206,119 | $411.82M |
| FMR LLC | 1,132,481 | $386.67M |
| GEODE CAPITAL MANAGEMENT, LLC | 1,098,427 | $375.11M |
| MORGAN STANLEY | 803,015 | $274.18M |
| MILLENNIUM MANAGEMENT LLC | 637,464 | $217.66M |
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