Institutional shares held 35.9 Million
338K calls
118K puts
Total value of holdings $11.1B
$104M calls
$36.4M puts
Market Cap $12.1B
39,144,200 Shares Out.
Institutional ownership 91.77%
# of Institutions 620


Latest Institutional Activity in EVR

Top Purchases

Q2 2025
Millennium Management LLC Shares Held: 1.25M ($384M)
Q2 2025
Capital International Investors Shares Held: 601K ($185M)
Q2 2025
Norges Bank Shares Held: 582K ($179M)
Q2 2025
Brinker Capital Investments, LLC Shares Held: 562K ($173M)
Q2 2025
Invesco Ltd. Shares Held: 1.41M ($433M)

Top Sells

Q2 2025
Massachusetts Financial Services CO Shares Held: 82K ($25.2M)
Q2 2025
Ubs Group Ag Shares Held: 185K ($57.1M)
Q2 2025
Qube Research & Technologies LTD Shares Held: 16.2K ($4.99M)
Q2 2025
Two Sigma Investments, LP Shares Held: 9.25K ($2.85M)
Q2 2025
Fuller & Thaler Asset Management, Inc. Shares Held: 381K ($117M)

About EVR

Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and transaction structuring; Capital Markets Advisory, including equity capital markets, restructuring, debt advisory, private placement advisory, market risk management and hedging, private capital advisory, and private funds; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.


Insider Transactions at EVR

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
97.1K Shares
From 13 Insiders
Grant, award, or other acquisition 97.1K shares
Sell / Disposition
344K Shares
From 11 Insiders
Payment of exercise price or tax liability 52.2K shares
Open market or private sale 275K shares
Bona fide gift 16.3K shares

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