Evercore Inc.
Evercore Inc. (EVR) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · EVR · as of Sep 30, 2025
Ownership Breakdown
645
Institutional Holders
▲ 55 vs Q2
$11.71B
Total Inst. Value
▲ $2.00B vs Q2
38.68M
Shares Outstanding
freeFloat 94.51%
34.72M
13F Shares Held
▼ 1.21M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
EVR largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC investment advice | 3.90M | 8.87% | 8.87% | $1.32T | Nov 7, 2025 | ▲ 64.8K |
BLACKROCK, INC. investment advice | 3.46M | 7.86% | 7.86% | $1.17T | Nov 12, 2025 | ▼ 114.3K |
WELLINGTON MANAGEMENT GROUP LLP investment advice | 2.02M | 4.60% | 4.60% | $682.57B | Nov 14, 2025 | ▲ 1.46M |
INVESCO LTD. investment advice | 1.35M | 3.08% | 3.08% | $456.45B | Nov 13, 2025 | ▼ 54.1K |
BOSTON PARTNERS investment advice | 1.25M | 2.84% | 2.84% | $421.25B | Nov 13, 2025 | ▼ 471.2K |
TD ASSET MANAGEMENT INC investment advice | 1.18M | 2.69% | 2.69% | $398.87B | Nov 10, 2025 | ▲ 227.0K |
STATE STREET CORP investment advice | 1.18M | 2.68% | 2.68% | $396.81B | Nov 14, 2025 | ▲ 46.7K |
AQR CAPITAL MANAGEMENT LLC investment advice | 967.8K | 2.20% | 2.20% | $326.46B | Nov 14, 2025 | ▲ 95.0K |
GEODE CAPITAL MANAGEMENT, LLC investment advice | 940.5K | 2.14% | 2.14% | $317.28B | Nov 12, 2025 | ▲ 108.9K |
FMR LLC investment advice | 850.4K | 1.93% | 1.93% | $286.87B | Nov 13, 2025 | ▼ 11.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
20
Increased
+2.92M shares3
New Positions
first time holders26
Decreased
−2.48M shares0
Sold Out
fully exitedNet shares change (top 50)
+439.3K
+2.92M / −2.48M
Net new holders
-3
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
EVR insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
8
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
WEINBERG JOHN S CEO/Chairman | Feb 19, 2026 | Award | 31,528 | — | — | 636.9K | Form 4 ↗ |
Pensa Paul Contr, Prin. Acct.Officer | Feb 19, 2026 | Award | 1,867 | — | — | 6.9K | Form 4 ↗ |
Lindsey-Clark Matthew Co-Head EMEA IB | Feb 19, 2026 | Award | 7,638 | — | — | 27.8K | Form 4 ↗ |
LaLonde Timothy Gilbert Chief Financial Officer | Feb 19, 2026 | Award | 12,465 | — | — | 42.6K | Form 4 ↗ |
Klurfeld Jason General Counsel | Feb 19, 2026 | Award | 8,799 | — | — | 57.8K | Form 4 ↗ |
Altman Roger C Founder and Senior Chairman | Feb 19, 2026 | Award | 30,062 | — | — | 84.2K | Form 4 ↗ |
Klurfeld Jason General Counsel | Feb 13, 2026 | Tax Withhold | 374 | $328.56 | $122.9K | 49.0K | Form 4 ↗ |
Altman Roger C Founder and Senior Chairman | Feb 4, 2026 | Tax Withhold | 13,554 | $346.23 | $4.69M | 54.1K | Form 4 ↗ |
Klurfeld Jason General Counsel | Feb 4, 2026 | Tax Withhold | 5,319 | $346.23 | $1.84M | 54.4K | Form 4 ↗ |
Klurfeld Jason General Counsel | Feb 6, 2026 | Sale | 5,000 | $360.00 | $1.80M | 49.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Evercore Inc. (EVR) is primarily owned by institutional investors, who hold approximately 89.8% of total shares outstanding. Company insiders own approximately 5.49%, while retail and public investors account for the remaining 4.76%.
The largest institutional shareholder of Evercore Inc. is VANGUARD GROUP INC, holding approximately 3.90 million shares — equal to 8.87% of outstanding shares — as of September 30, 2025.
A total of 645 institutional investors currently hold EVR stock, with a combined institutional value of approximately $11.71 billion as of the most recent 13F filing period.
Frequently asked questions
EVR ownershipEvercore Inc. (EVR) is primarily owned by institutional investors, who hold approximately 89.8% of shares. The largest shareholder is VANGUARD GROUP INC with a 8.87% stake. Company insiders hold 5.49%. Data sourced from SEC Form 13F as of September 30, 2025.