EVR

Evercore INC - A

-$1.1B

Net Activity

Institutions Holding

656

Popularity Rank

#798

Avg Weight

0.12%

Total Value

$10.8B

Ownership Trend

656 institutions currently hold EVR, with 372 net buyers and 264 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

264

Net Buying Institutions

372

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$1.1B
VP
Vanguard Portfolio Management LLC
$589.3M
VC
Vanguard Capital Management LLC
$506.0M
FL
FMR LLC
$498.4M
IL
Invesco Ltd.
$425.3M

Top 5 by Conviction

PA
Paralel Advisors LLC
3.72%
LP
Longaeva Partners L.P.
1.74%
SI
Stephens Investment Management Group LLC
1.06%
AI
Artemis Investment Management LLP
0.87%
TC
TimesSquare Capital Management, LLC
0.84%
View all 656 holding institutions

Quarterly Activity

Recent Activity

+$7.0B

Total Buy Value

$4.7B

Total Sell Value

New buy93
Trim187
Add279
Sold out77

372

Net Buyers

264

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$2.66M

Total Est. Value

8K shares

Planned Shares

Last Filed 2026-06-11
FilerFiling DateEst. Value
LaLonde Timothy Gilbert2026-06-11$2.66M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding EVERCORE INC - A (EVR)?
Major stakeholders currently include BlackRock, Inc. ($1.1B), Vanguard Portfolio Management LLC ($589.3M), Vanguard Capital Management LLC ($506.0M). Based on the latest 13F filings, there are a total of 656 tracked investment funds and institutions maintaining positions in EVR.
What is the overall institutional sentiment toward EVR recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.1B, driven by 372 managers accumulating shares while 264 reduced their exposure.
Which institutions have been selling or reducing their EVR positions?
In the latest period, 187 funds trimmed their holdings, and 77 managers completely exited their positions. The aggregate reported sell value was $4.7B.
Are there any notable investors adding EVR to their portfolios?
Yes, buying activity remains notable. 93 institutions opened new positions in {ticker}, and 279 existing holders added to their shares. The total reported buy value for the quarter amounted to $7.0B.

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