EVR Evercore Inc.: institutional ownership and insider trading
744 funds reported holding $13.7B of Evercore Inc. in their latest 13F filings; in Q2 2026 funds net bought $19.1M, with 104 new positions and 43 funds selling out; over the last 12 months insiders bought $581K and sold $5.05M on the open market.
Famous investors holding EVR
- Izzy Englander (Millennium Management): $219M, 0.1% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $53.3M, 0.1% of the portfolio
- Two Sigma (Two Sigma Investments): $67.6M, 0.1% of the portfolio
- Ray Dalio (Bridgewater Associates): $11.3M, 0.1% of the portfolio
- Ken Griffin (Citadel Advisors): $24.9M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $8.64M, 0.0% of the portfolio
Largest institutional holders of EVR
- VANGUARD GROUP INC — $1.31B
- BlackRock, Inc. (BLK) — $1.27B
- VANGUARD PORTFOLIO MANAGEMENT LLC — $668M
- AQR CAPITAL MANAGEMENT LLC — $584M
- VANGUARD CAPITAL MANAGEMENT LLC — $574M
- Invesco Ltd. (IVZ) — $547M
- STATE STREET CORP (STT, STT-PG) — $412M
- FMR LLC — $387M
- GEODE CAPITAL MANAGEMENT, LLC — $375M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $274M
Recent EVR insider trades
- Jun 11, 2026: LaLonde Timothy Gilbert sold 7,808 shares ($2.68M)
- Mar 6, 2026: Williamson Sarah K bought 2,000 shares ($581K)
- Feb 6, 2026: Klurfeld Jason sold 5,000 shares ($1.80M)
- Feb 5, 2026: Pensa Paul sold 1,450 shares ($508K)
5%+ owners
- Vanguard Portfolio Management: 5.1% (Schedule 13G, filed Jul 31, 2026)
- Vanguard Capital Management: 5.0% (Schedule 13G, filed Apr 29, 2026)