Evercore Inc. (EVR) Institutional Ownership & Insider Trading
712 institutions reported holding Evercore Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 5 insider trades on Form 4 since 2025-10-01.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
EVREvercore Inc.Follow EVR — free
—
Price chart with a free account
- Market cap
- 9.7B
- P/E TTM
- 14.2
- Dividend yield
- 1.4%
- 52-week
- —
- Next earnings
- 28 Oct, in 4 days
Institutions · all 13F filers
quarter to 30 Jun 2026 · filers in both quarters712 institutions held 93.3% of the shares. Across filers that reported both quarters, shares held changed +0.8%.
Largest moves, shares (millions)
Institutional flow by quarter
net shares added or trimmed, millions · filers in both quarters| Quarter | Holders | Shares held, M | Change | Increased | New | Decreased | Closed |
|---|---|---|---|---|---|---|---|
| Jun 26 | 712 | 36 | +0.8% | 232 | 91 | 193 | 36 |
| Mar 26 | 649 | 35 | +1.4% | 242 | 82 | 173 | 63 |
| Dec 25 | 629 | 35 | -2.1% | 172 | 52 | 216 | 51 |
| Sep 25 | 614 | 35 | +0.0% | 191 | 105 | 167 | 45 |
| Jun 25 | 559 | 36 | +4.2% | 181 | 103 | 165 | 90 |
| Mar 25 | 542 | 34 | +3.3% | 212 | 61 | 156 | 91 |
| Dec 24 | 575 | 33 | -2.4% | 163 | 84 | 165 | 28 |
| Sep 24 | 504 | 33 | -6.0% | 136 | 77 | 146 | 37 |
Evercore Inc. — questions
- Who owns Evercore Inc. stock?
- 712 institutions reported Evercore Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (9.7%), VANGUARD PORTFOLIO MANAGEMENT LLC (5.1%), AQR CAPITAL MANAGEMENT LLC (4.5%).
- Are Evercore Inc. insiders buying or selling?
- 5 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.
Every figure on this page comes from Evercore Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.