EVERCORE INC EVR
CLASS A · Common Stock · CUSIP 29977A105 · ISIN US29977A1051
American financial services company
- SectorFinancials
- IndustryInvestment Advice
- HeadquartersNew York, NY
- Founded1995
- Websiteevercore.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $270.09. Options: 15 managers hold calls ($82.8m notional), 12 hold puts ($47.5m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 370 |
| Q4 2022 | 396 |
| Q1 2023 | 421 |
| Q2 2023 | 401 |
| Q3 2023 | 400 |
| Q4 2023 | 438 |
| Q1 2024 | 475 |
| Q2 2024 | 472 |
| Q3 2024 | 515 |
| Q4 2024 | 585 |
| Q1 2025 | 554 |
| Q2 2025 | 567 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 175 | 220 |
| Q4 2023 | 185 | 197 |
| Q1 2024 | 226 | 201 |
| Q2 2024 | 213 | 242 |
| Q3 2024 | 246 | 220 |
| Q4 2024 | 279 | 235 |
| Q1 2025 | 295 | 284 |
| Q2 2025 | 309 | 288 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $17.9m | $17.9m | 1.00 |
| Q4 2024 | $15.3m | $11.4m | 0.75 |
| Q1 2025 | $41.5m | $37.9m | 0.91 |
| Q2 2025 | $82.8m | $47.5m | 0.57 |
Biggest buyers
| FMR LLC | Added | +666.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +636.9k |
| Capital International Investors | New | +601.0k |
| Invesco Ltd. | Added | +540.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +395.1k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +394.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +386.5k |
| TD Asset Management Inc | Added | +372.0k |
| Channing Capital Management, LLC | Added | +326.8k |
| Bain Capital Public Equity Management II, LLC | New | +247.4k |
Biggest sellers
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -609.0k |
| UBS Group AG | Reduced | -596.9k |
| Qube Research & Technologies Ltd | Reduced | -488.9k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -380.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -304.5k |
| TWO SIGMA ADVISERS, LP | Reduced | -261.5k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -212.4k |
| Point72 Asset Management, L.P. | Sold out | -186.7k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -168.4k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | -159.5k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $20.0m74.2k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $20.0m74.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $14.0m51.7k shares |
| Walleye Trading LLC | Added | $10.0m37.1k shares |
| D. E. Shaw & Co., Inc. | Added | $5.4m20.0k shares |
| Cubist Systematic Strategies, LLC | Added | $5.4m20.0k shares |
| Interval Partners, LP | Added | $2.2m8.1k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.6m6.0k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $1.5m5.7k shares |
| JANE STREET GROUP, LLC | Added | $1.4m5.2k shares |
Biggest puts
| IMC-Chicago, LLC | New | $15.7m58.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.6m24.4k shares |
| D. E. Shaw & Co., Inc. | New | $5.4m20.0k shares |
| Cubist Systematic Strategies, LLC | Unchanged | $4.6m17.2k shares |
| CITADEL ADVISORS LLC | Reduced | $3.9m14.5k shares |
| Twin Tree Management, LP | New | $3.7m13.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $3.0m11.1k shares |
| JANE STREET GROUP, LLC | Added | $2.6m9.6k shares |
| Walleye Trading LLC | Added | $1.3m4.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $378.0k1.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), WELLINGTON MANAGEMENT GROUP LLP (5.0%, 2026-02-10)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $80.9k | — |
| Q4 2023 | 0 | — | 1 | $986.8k | $986.8k |
| Q1 2024 | 0 | — | 3 | $2.3m | $2.3m |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 2 | $1.0m | — |
| Q4 2024 | 0 | — | 1 | $61.6m | — |
| Q1 2025 | 0 | — | 2 | $16.0m | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 3.8m $1.0bn | Reduced -25.3k |
| BlackRock, Inc. 0.02% of their portfolio | 3.6m $963.9m | Reduced -311 |
| Boston Partners 0.52% of their portfolio | 1.7m $465.4m | Added +181.1k |
| Invesco Ltd. 0.06% of their portfolio | 1.4m $380.0m | Added +540.4k |
| MILLENNIUM MANAGEMENT LLC 0.30% of their portfolio | 1.2m $336.6m | Added +636.9k |
| STATE STREET CORP 0.01% of their portfolio | 1.1m $305.0m | Reduced -8.5k |
| TD Asset Management Inc 0.22% of their portfolio | 955.4k $258.0m | Added +372.0k |
| AQR CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 872.8k $235.7m | Added +386.5k |
| FMR LLC 0.01% of their portfolio | 862.0k $232.8m | Added +666.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 831.6k $224.6m | Added +59.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 654.3k $176.7m | Added +141.2k |
| MORGAN STANLEY 0.01% of their portfolio | 637.6k $172.2m | Reduced -71.8k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 626.8k $169.2m | Added +65.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 606.4k $163.7m | Reduced -41.9k |
| Capital International Investors 0.03% of their portfolio | 601.0k $162.3m | New |
| NORGES BANK 0.02% of their portfolio | 581.7k $157.1m | Added +82.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 563.6k $152.2m | Added +394.0k |
| Bahl & Gaynor LLC 0.63% of their portfolio | 464.6k $125.4m | Added +17.1k |
| EMINENCE CAPITAL, LP 1.78% of their portfolio | 447.0k $120.7m | Reduced -87.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.28% of their portfolio | 395.1k $106.7m | New |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.38% of their portfolio | 381.0k $102.9m | Reduced -304.5k |
| Channing Capital Management, LLC 2.73% of their portfolio | 363.7k $98.2m | Added +326.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 362.2k $97.8m | Added +6.4k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 357.7k $96.6m | Reduced -21.6k |
| Fisher Asset Management, LLC 0.03% of their portfolio | 319.8k $86.3m | Reduced -35.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 317.6k $85.8m | Added +22.5k |
| Paralel Advisors LLC 3.30% of their portfolio | 300.0k $81.0m | Unchanged |
| Stephens Investment Management Group LLC 1.06% of their portfolio | 298.5k $80.6m | Added +13.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 278.6k $75.2m | Reduced -16.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 251.1k $67.8m | Reduced -60.0k |
| Bain Capital Public Equity Management II, LLC 3.16% of their portfolio | 247.4k $66.8m | New |
| PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio | 230.7k $62.3m | Reduced -21.4k |
| MACQUARIE GROUP LTD 0.07% of their portfolio | 210.3k $56.8m | Added +16.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio | 209.6k $56.6m | Added +54.2k |
| Rockefeller Capital Management L.P. 0.07% of their portfolio | 208.1k $56.2m | Added +102.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 203.7k $55.0m | Added +97.2k |
| Boston Trust Walden Corp 0.39% of their portfolio | 203.3k $54.9m | Added +39.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 201.1k $54.1m | Added +119.5k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 195.8k $52.9m | New |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 195.3k $52.7m | Added +43.5k |
| Junto Capital Management LP 1.11% of their portfolio | 194.5k $52.5m | New |
| UBS Group AG 0.01% of their portfolio | 185.3k $50.0m | Reduced -596.9k |
| ProShare Advisors LLC 0.09% of their portfolio | 176.2k $47.6m | Added +68.6k |
| Holocene Advisors, LP 0.12% of their portfolio | 173.3k $46.8m | Added +116.7k |
| MAVERICK CAPITAL LTD 0.70% of their portfolio | 169.7k $45.8m | New |
| Global Alpha Capital Management Ltd. 2.75% of their portfolio | 163.3k $44.1m | Reduced -28.1k |
| ROYCE & ASSOCIATES LP 0.40% of their portfolio | 146.1k $39.4m | Added +111.9k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 144.7k $39.1m | Reduced -6.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 143.0k $38.6m | Reduced -1.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 142.5k $38.5m | Added +37.1k |
| CRAMER ROSENTHAL MCGLYNN LLC 2.47% of their portfolio | 132.8k $35.9m | Added +40.1k |
| Ceredex Value Advisors LLC 0.76% of their portfolio | 130.2k $35.2m | Added +89.0k |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 129.3k $34.9m | Added +5.8k |
| SAMLYN CAPITAL, LLC 0.49% of their portfolio | 124.7k $33.7m | New |
| Retirement Systems of Alabama 0.11% of their portfolio | 114.4k $30.9m | Added +852 |
| WCM INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 110.4k $29.7m | Added +23.8k |
| TimesSquare Capital Management, LLC 0.41% of their portfolio | 105.3k $28.4m | New |
| BRAUN STACEY ASSOCIATES INC 1.02% of their portfolio | 104.4k $28.2m | Reduced -23.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 104.4k $28.2m | Added +68.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 102.1k $27.6m | Added +80.5k |
| PEAK6 LLC 0.47% of their portfolio | 96.8k $26.1m | Added +87.2k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.30% of their portfolio | 96.6k $26.1m | Added +20.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 96.5k $26.0m | Added +448 |
| Quantinno Capital Management LP 0.11% of their portfolio | 94.1k $25.4m | Added +56.5k |
| STRS OHIO 0.09% of their portfolio | 89.9k $24.3m | Reduced -6.1k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 88.0k $23.8m | Reduced -261.5k |
| Nuveen, LLC 0.01% of their portfolio | 87.4k $23.6m | Reduced -141.0k |
| Twin Tree Management, LP 0.59% of their portfolio | 86.5k $23.4m | New |
| WESTWOOD HOLDINGS GROUP INC 0.16% of their portfolio | 82.8k $22.4m | New |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.13% of their portfolio | 82.7k $22.3m | Added +3.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 82.0k $22.1m | Reduced -609.0k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 77.9k $21.0m | Added +49.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 70.8k $19.1m | Reduced -125.8k |
| Swiss National Bank 0.01% of their portfolio | 69.1k $18.7m | Reduced -1.0k |
| Glenmede Investment Management, LP 0.09% of their portfolio | 68.6k $18.5m | First filing |
| Treasurer of the State of North Carolina 0.06% of their portfolio | 68.2k $18.4m | Added +34.0k |
| Legal & General Group Plc 0.00% of their portfolio | 67.9k $18.3m | Reduced -4.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 67.7k $18.3m | Added +5.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 67.2k $18.1m | Reduced -2.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 67.1k $18.1m | Added +85 |
| Waratah Capital Advisors Ltd. 1.20% of their portfolio | 65.5k $17.7m | Reduced -3.4k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC 4.09% of their portfolio | 65.5k $17.7m | New |
| Granite Investment Partners, LLC 0.85% of their portfolio | 64.7k $17.5m | New |
| Empire Life Investments Inc. 1.09% of their portfolio | 63.3k $17.1m | Reduced -11.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 58.4k $15.8m | Reduced -114 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 58.2k $15.7m | Reduced -949 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 57.9k $15.6m | Reduced -65.4k |
| Epoch Investment Partners, Inc. 0.08% of their portfolio | 56.7k $15.3m | Reduced -80.3k |
| GW&K Investment Management, LLC 0.14% of their portfolio | 56.1k $15.2m | Reduced -46 |
| CCM INVESTMENT ADVISERS LLC 1.63% of their portfolio | 56.1k $15.1m | Added +2.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 56.0k $15.1m | Reduced -2.3k |
| IEQ CAPITAL, LLC 0.09% of their portfolio | 54.7k $14.8m | Added +38.9k |
| Susquehanna Portfolio Strategies, LLC 0.32% of their portfolio | 54.2k $14.6m | New |
| Man Group plc 0.03% of their portfolio | 53.5k $14.5m | Reduced -35.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 49.9k $13.5m | Reduced -51.1k |
| AGF MANAGEMENT LTD 0.06% of their portfolio | 49.6k $13.4m | Reduced -21.9k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 48.5k $13.1m | Added +32.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 47.6k $12.9m | Reduced -300 |
| INTECH INVESTMENT MANAGEMENT LLC 0.12% of their portfolio | 47.6k $12.9m | Added +938 |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 47.4k $12.8m | Added +15.9k |