Evercore (EVR)
Advises on complex transactions and delivers underwriting, research, sales and trading.
$265.44
vs last close−3.57 (−1.33%)
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13F · 13D/G · Form 4
| Institutions | ≈ 91.25% | 35.09M shares | |
|---|---|---|---|
| 736 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.62% | 1.01M shares | |
| 16 holders · as of Jun 15, 2026 | |||
| Other | ≈ 6.13% | 2.36M shares | |
| remainder | |||
38.46M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 3 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
736 holders · 35.09M shares · 113 new positions · 374 increased · 245 reduced · 51 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.72M | 9.66% | +66.8K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 1.96M | 5.09% | −18.0K | Aug 13, 2026 |
| AQR Capital Management LLC | 1.71M | 4.45% | +394.1K | Aug 14, 2026 |
| Vanguard Capital Management LLC | 1.68M | 4.37% | −14.7K | Aug 13, 2026 |
| Invesco Ltd. | 1.60M | 4.17% | +178.0K | Aug 14, 2026 |
| State Street Corp | 1.21M | 3.14% | +27.1K | Aug 7, 2026 |
| FMR LLC | 1.13M | 2.94% | −537.2K | Aug 13, 2026 |
| Geode Capital Management, LLC | 1.10M | 2.86% | +55.1K | Aug 12, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Vanguard Portfolio Management | 5.06% | 1.96M | 13G | Jul 31, 2026 |
| Vanguard Capital Management | 5.02% | 1.99M | 13G | Apr 29, 2026 |
| Wellington Management Group LLP | 5.00% | 1.93M | 13G | Feb 10, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 11, 2026 | Timothy Gilbert LaLondeofficer: Chief Financial Officer | Sale | 7,808 | $343.06 | 34,800 |
| Feb 5, 2026 | Paul Pensaofficer: Contr, Prin. Acct.Officer | Sale | 1,450 | $350.31 | 5,022 |
| Feb 6, 2026 | Jason Klurfeldofficer: General Counsel | Sale | 5,000 | $360.00 | 49,368 |
| Dec 9, 2025 | Pamela G. Carltondirector | Sale | 192 | $343.11 | 3,481 |
House and Senate disclosures
Not reported.