DaveManuel.com · Institutional Ownership · Who Owns It
EVERCORE INC (EVR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
724
Reporting holders
$12.4B
Reported value
0.7%
Calls
0.3%
Puts
+59
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 3,715,623 | 0.02% | 8q | +1.8%+$22.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $667.9M | 1,956,150 | 0.03% | 2q | -0.9%-$6.1M |
| AQR CAPITAL MANAGEMENT LLC | $584.2M | 1,710,982 | 0.20% | 31q | +29.9%+$134.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $573.7M | 1,680,210 | 0.01% | 2q | -0.9%-$5.0M |
| Invesco Ltd. | $547.2M | 1,602,673 | 0.04% | 31q | +12.5%+$60.8M |
| STATE STREET CORP | $411.8M | 1,206,119 | 0.01% | 31q | +2.3%+$9.3M |
| FMR LLC | $386.7M | 1,132,481 | 0.02% | 31q | -32.2%-$183.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $375.1M | 1,098,427 | 0.02% | 31q | +5.3%+$18.8M |
| MORGAN STANLEY | $274.2M | 803,015 | 0.01% | 35q | -12.5%-$39.2M |
| MILLENNIUM MANAGEMENT LLC | $219.4M incl. $1.7M options CALL | 637,464 | 0.08% | 31q | +821.8%+$195.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $213.4M | 624,987 | 0.04% | 31q | HELD |
| Boston Partners | $209.8M | 614,517 | 0.19% | 30q | +5.9%+$11.7M |
| TD Asset Management Inc | $208.0M | 609,109 | 0.18% | 13q | -36.4%-$119.3M |
| DIMENSIONAL FUND ADVISORS LP | $190.0M | 556,420 | 0.03% | 31q | +1.4%+$2.7M |
| UBS Group AG | $171.9M | 503,403 | 0.02% | 31q | +72.0%+$72.0M |
| Fisher Asset Management, LLC | $144.7M | 423,875 | 0.04% | 31q | HELD |
| NORGES BANK | $142.4M | 417,041 | 0.01% | 32q | -13.6%-$22.4M |
| JPMORGAN CHASE & CO | $137.5M | 409,197 | 0.01% | 31q | -12.7%-$20.1M |
| Bahl & Gaynor LLC | $135.0M | 395,493 | 0.62% | 31q | -1.6%-$2.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $134.2M | 393,112 | 0.13% | 8q | +23.2%+$25.3M |
| PRIMECAP MANAGEMENT CO/CA/ | $128.4M | 376,150 | 0.08% | 19q | +6.3%+$7.6M |
| NORTHERN TRUST CORP | $120.6M | 353,320 | 0.01% | 31q | -1.1%-$1.3M |
| GOLDMAN SACHS GROUP INC | $119.4M | 349,683 | 0.01% | 31q | -33.3%-$59.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $118.5M | 347,147 | 0.05% | 2q | +49.3%+$39.1M |
| Point72 Asset Management, L.P. | $117.8M incl. $136.6K options CALL+PUT | 344,521 | 0.13% | 2q | -11.8%-$15.7M |
| Capital International Investors | $110.9M | 324,747 | 0.02% | 5q | +108.5%+$57.7M |
| Artemis Investment Management LLP | $107.8M | 315,762 | 0.96% | 4q | +14.7%+$13.9M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $105.9M | 310,105 | 0.29% | 25q | -6.3%-$7.2M |
| Bank of New York Mellon Corp | $103.4M | 302,828 | 0.02% | 31q | -5.1%-$5.6M |
| Paralel Advisors LLC | $102.4M | 300,000 | 3.96% | 19q | HELD |
| Stephens Investment Management Group LLC | $96.6M | 282,832 | 1.04% | 7q | +8.9%+$7.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94.0M | 275,398 | 0.01% | 31q | HELD |
| Qube Research & Technologies Ltd | $85.4M | 250,095 | 0.08% | 3q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $83.0M | 243,109 | 0.02% | 2q | +1.7%+$1.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $81.8M | 239,490 | 0.25% | 5q | -6.6%-$5.8M |
| BANK OF AMERICA CORP /DE/ | $74.4M | 218,035 | 0.00% | 31q | -7.1%-$5.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $74.2M | 217,208 | 0.27% | 2q | +50.4%+$24.8M |
| TWO SIGMA INVESTMENTS, LP | $67.6M | 197,932 | 0.05% | 15q | +95.0%+$32.9M |
| VICTORY CAPITAL MANAGEMENT INC | $67.5M | 197,638 | 0.04% | 28q | -0.6%-$386.5K |
| AMERICAN CENTURY COMPANIES INC | $66.5M | 194,737 | 0.03% | 31q | +133.8%+$38.0M |
| Azora Capital LP | $63.5M | 186,028 | 2.68% | new | NEW |
| Quantinno Capital Management LP | $63.2M | 184,970 | 0.08% | 15q | +5.3%+$3.2M |
| Rockefeller Capital Management L.P. | $58.1M | 170,140 | 0.09% | 31q | -1.7%-$1.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $57.8M | 172,702 | 0.04% | 31q | -9.5%-$6.1M |
| TimesSquare Capital Management, LLC | $56.7M | 165,959 | 0.83% | 5q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $53.3M | 156,180 | 0.07% | 4q | -10.2%-$6.0M |
| ROYCE & ASSOCIATES LP | $47.6M | 139,266 | 0.38% | 28q | +10.0%+$4.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $45.8M | 134,065 | 0.04% | 31q | -17.1%-$9.5M |
| Jupiter Topco LLC | $45.2M | 132,403 | 0.02% | new | FIRST |
| AMERIPRISE FINANCIAL INC | $43.4M | 127,099 | 0.01% | 31q | +127.1%+$24.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41.5M | 121,454 | 0.06% | 3q | -14.2%-$6.9M |
| NEUBERGER BERMAN GROUP LLC | $40.6M | 118,792 | 0.03% | 11q | +58.1%+$14.9M |
| Global Alpha Capital Management Ltd. | $40.3M | 118,121 | 2.42% | 11q | -0.6%-$251.3K |
| FRANKLIN RESOURCES INC | $40.2M | 117,846 | 0.01% | 31q | -12.0%-$5.5M |
| Boston Trust Walden Corp | $39.5M | 115,831 | 0.30% | 2q | +88.9%+$18.6M |
| Ceredex Value Advisors LLC | $37.0M | 108,250 | 1.04% | 31q | -12.4%-$5.2M |
| BRAUN STACEY ASSOCIATES INC | $36.8M | 107,878 | 1.04% | 10q | HELD |
| WESTWOOD HOLDINGS GROUP INC | $35.6M | 104,279 | 0.27% | 5q | -3.7%-$1.4M |
| Holocene Advisors, LP | $35.1M | 102,758 | 0.08% | 6q | -4.7%-$1.7M |
| Alyeska Investment Group, L.P. | $34.1M | 100,016 | 0.09% | 2q | +2573.5%+$32.9M |
| RHUMBLINE ADVISERS | $34.1M | 99,799 | 0.03% | 31q | -0.6%-$217.8K |
| RAYMOND JAMES FINANCIAL INC | $33.6M | 98,494 | 0.01% | 7q | -1.7%-$596.8K |
| WCM INVESTMENT MANAGEMENT, LLC | $33.4M | 99,887 | 0.06% | 14q | HELD |
| IEQ CAPITAL, LLC | $32.3M | 94,525 | 0.15% | 8q | HELD |
| Retirement Systems of Alabama | $31.8M | 93,181 | 0.10% | 31q | -7.4%-$2.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | $31.3M | 91,600 | 0.02% | 31q | -21.1%-$8.3M |
| LORD, ABBETT & CO. LLC | $31.2M | 91,374 | 0.09% | 21q | -0.6%-$180.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $30.5M | 89,248 | 0.01% | 31q | +2.2%+$667.5K |
| PRINCIPAL FINANCIAL GROUP INC | $30.0M | 87,797 | 0.01% | 31q | +1.8%+$515.9K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $29.8M | 87,345 | 0.15% | 26q | +2.5%+$733.4K |
| SG Americas Securities, LLC | $28.3M incl. $187.0K options CALL | 82,413 | 0.02% | 6q | -20.0%-$7.1M |
| Walleye Trading LLC | $28.2M CALL+PUT | options only | 0.03% | 12q | OPTIONS |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $28.0M | 81,982 | 0.10% | 31q | +26.4%+$5.8M |
| JANE STREET GROUP, LLC | $27.7M incl. $26.9M options CALL+PUT | 2,191 | 0.00% | 25q | -92.8%-$358.3M |
| MARSICO CAPITAL MANAGEMENT LLC | $27.3M | 79,919 | 0.71% | 4q | +57.2%+$9.9M |
| SEI INVESTMENTS CO | $26.8M | 78,541 | 0.02% | 31q | +5.6%+$1.4M |
| Nuveen, LLC | $26.3M | 77,054 | 0.01% | 6q | +5.0%+$1.2M |
| ProShare Advisors LLC | $25.9M | 75,810 | 0.04% | 15q | +8.1%+$1.9M |
| Swiss National Bank | $25.8M | 75,520 | 0.01% | 31q | -1.4%-$355.1K |
| TD Waterhouse Canada Inc. | $25.5M | 74,739 | 0.07% | 10q | -45.0%-$20.9M |
| Interval Partners, LP | $25.3M | 74,149 | 0.65% | 7q | +102.0%+$12.8M |
| California Public Employees Retirement System | $25.2M | 73,820 | 0.01% | 31q | +1.2%+$307.6K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $25.1M | 73,592 | 0.30% | new | NEW |
| Cerity Partners LLC | $25.0M | 73,252 | 0.03% | 15q | +19.2%+$4.0M |
| CITADEL ADVISORS LLC | $24.9M CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.1M incl. $23.7M options CALL+PUT | 1,142 | 0.00% | 31q | -94.4%-$408.8M |
| Woodline Partners LP | $24.0M | 70,414 | 0.07% | 2q | +40.6%+$6.9M |
| Longaeva Partners L.P. | $23.2M | 67,925 | 0.51% | 2q | -56.8%-$30.5M |
| Treasurer of the State of North Carolina | $21.6M | 63,330 | 0.06% | 33q | HELD |
| Driehaus Capital Management LLC | $21.5M | 62,852 | 0.12% | new | NEW |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $21.3M | 62,310 | 0.20% | 25q | +17.8%+$3.2M |
| Mariner, LLC | $21.1M | 61,662 | 0.02% | 15q | +52.9%+$7.3M |
| GW&K Investment Management, LLC | $20.2M | 59,232 | 0.16% | 28q | HELD |
| Balyasny Asset Management L.P. | $20.1M | 58,797 | 0.03% | 5q | -84.1%-$105.9M |
| COOKSON PEIRCE & CO INC | $19.6M | 57,371 | 0.65% | 11q | HELD |
| Russell Investments Group, Ltd. | $19.5M | 57,145 | 0.02% | 31q | -27.0%-$7.2M |
| WELLS FARGO & COMPANY/MN | $19.4M | 56,837 | 0.00% | 31q | +23.6%+$3.7M |
| MACQUARIE GROUP LTD | $19.4M | 56,800 | 0.08% | 32q | -14.6%-$3.3M |
| STRS OHIO | $19.3M | 56,474 | 0.07% | 14q | +2.9%+$543.6K |
| Legal & General Group Plc | $19.1M | 56,081 | 0.00% | 31q | +2.2%+$404.9K |
Showing the largest 100 of 724 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-21 | 2026-10-16 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-11 | LaLonde Timothy Gilbert | Chief Financial Officer | Sold | 7,808 | $2.7M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 174 | $288.5M | 1,118,312 | 26 | 45 | 65 | 0.0% |
| Q2 2026 | 724 | $12.4B | 35,869,934 | 105 | 242 | 221 | 1.1% |
| Q1 2026 | 665 | $10.8B | 35,227,285 | 94 | 256 | 188 | 2.9% |
| Q4 2025 | 643 | $12.0B | 35,187,995 | 62 | 190 | 237 | 0.4% |
| Q3 2025 | 638 | $11.9B | 35,228,242 | 126 | 209 | 187 | 0.6% |
| Q2 2025 | 572 | $9.8B | 35,922,037 | 112 | 194 | 187 | 1.3% |
| Q1 2025 | 553 | $7.0B | 34,476,394 | 72 | 220 | 174 | 1.1% |
| Q4 2024 | 589 | $9.3B | 33,305,914 | 90 | 177 | 181 | 0.3% |
| Q3 2024 | 519 | $8.6B | 33,949,508 | 93 | 149 | 163 | 0.4% |
| Q2 2024 | 473 | $7.4B | 35,364,343 | 59 | 138 | 169 | 0.3% |
| Q1 2024 | 480 | $7.0B | 36,290,534 | 69 | 144 | 161 | 0.3% |
| Q4 2023 | 439 | $6.1B | 35,272,806 | 47 | 126 | 164 | 0.3% |
| Q3 2023 | 402 | $4.6B | 33,275,790 | 48 | 114 | 160 | 0.5% |
| Q2 2023 | 403 | $4.2B | 33,503,179 | 44 | 116 | 158 | 0.3% |
| Q1 2023 | 422 | $3.8B | 33,302,314 | 72 | 134 | 129 | 0.4% |
| Q4 2022 | 397 | $3.6B | 32,998,180 | 66 | 100 | 152 | 0.3% |
| Q3 2022 | 355 | $2.7B | 32,548,217 | 38 | 118 | 145 | 0.2% |
| Q2 2022 | 372 | $4.1B | 43,385,328 | 43 | 141 | 132 | 0.5% |
| Q1 2022 | 401 | $3.9B | 34,673,956 | 47 | 157 | 128 | 0.2% |
| Q4 2021 | 433 | $5.7B | 41,980,941 | 43 | 140 | 157 | 0.2% |
| Q3 2021 | 424 | $7.1B | 52,903,246 | 42 | 128 | 160 | 0.4% |
| Q2 2021 | 428 | $8.0B | 56,055,047 | 64 | 119 | 170 | 0.7% |
| Q1 2021 | 403 | $9.2B | 69,234,531 | 83 | 129 | 132 | 0.3% |
| Q4 2020 | 348 | $5.5B | 50,238,595 | 75 | 104 | 106 | 0.5% |
| Q3 2020 | 294 | $3.3B | 50,201,588 | 43 | 85 | 109 | 0.2% |
| Q2 2020 | 295 | $3.1B | 52,386,205 | 58 | 93 | 104 | 0.2% |
| Q1 2020 | 283 | $3.7B | 80,317,843 | 32 | 97 | 112 | 0.1% |
| Q4 2019 | 318 | $4.6B | 61,530,964 | 36 | 111 | 127 | 0.1% |
| Q3 2019 | 331 | $5.5B | 68,534,151 | 41 | 112 | 128 | 0.2% |
| Q2 2019 | 330 | $6.2B | 70,154,529 | 43 | 104 | 122 | 0.5% |
| Q1 2019 | 342 | $6.4B | 70,350,502 | 53 | 120 | 108 | 0.3% |
| Q4 2018 | 331 | $5.9B | 82,244,238 | 4 | 7 | 5 | 0.2% |