EVERCORE INC

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EVR·29977A105·US·Common Stock·Financial Services - Capital Markets-13D/G

CLASS A

EVR (EVERCORE INC) is held by 255 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($1.3B), VANGUARD PORTFOLIO MANAGEMENT LLC ($667.9M), AQR CAPITAL MANAGEMENT LLC ($584.2M). Net institutional sentiment: Mixed.

255

Holders

(20 Elite)

$10.8B

Total Value

52% (248)

Consensus

130 buying - 118 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)67

Insider (Form 4)38

Activist (13D/13G)52

Congressional (STOCK Act)28

Holder Quality

88

★★★★★

Elite

22

★★★★

Strong

16

★★★

Solid

54

★★

Below

71

★

Weak

Held by 255 funds

20 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders Jun 15, 2026 · Activists Jul 31, 2026 · Congress none

ActivistVPVanguard Portfolio Management5.1%Jul 31, 2026

InsiderLGLaLonde Timothy GilbertSell $2.7MJun 11, 2026

InsiderOJOVERLOCK WILARD J JRVest 727 shJun 10, 2026

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Top Holders

Top Holders (255)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	3.7M(+1.8%)	$1.3B	0.0%	-3.74%	32
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	2M(-0.9%)	$667.9M	0.0%	-11.08%	0
AQR CAPITAL MANAGEMENT LLC	Increased	1.7M(+29.9%)	$584.2M	0.2%	-5.54%	47
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	1.7M(-0.9%)	$573.7M	0.0%	-11.08%	0
Invesco Ltd.	Increased	1.6M(+12.5%)	$547.2M	0.0%	+16.79%	35
STATE STREET CORP	Increased	1.2M(+2.3%)	$411.8M	0.0%	+145.41%	32
FMR LLC	Decreased	1.1M(-32.2%)	$386.7M	0.0%	-8.84%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.1M(+5.3%)	$375.1M	0.0%	+54.37%	33
MORGAN STANLEY	Decreased	803,015(-12.5%)	$274.2M	0.0%	+12.22%	0
MILLENNIUM MANAGEMENT LLC	Increased	637,464(+821.8%)	$217.7M	0.1%	-21.14%	49
WELLINGTON MANAGEMENT GROUP LLP	Increased	624,987(+0.3%)	$213.4M	0.0%	-14.84%	31
Boston Partners	Increased	614,517(+5.9%)	$209.8M	0.2%	+82.93%	39
TD ASSET MANAGEMENT INC	Decreased	609,109(-36.5%)	$208M	0.2%	+9.03%	0
DIMENSIONAL FUND ADVISORS LP	Increased	556,420(+1.4%)	$190M	0.0%	+119.06%	31
UBS Group AG	Increased	503,403(+72.0%)	$171.9M	0.0%	-12.45%	45
Fisher Asset Management, LLC	Decreased	423,875(-0.2%)	$144.7M	0.0%	+57.91%	0
JPMORGAN CHASE & CO	Decreased	409,197(-12.7%)	$137.5M	0.0%	+6.10%	0
Bahl & Gaynor LLC	Decreased	395,493(-1.6%)	$135M	0.6%	+148.67%	0
BNP Paribas Asset Management Holding S.A.	Increased	393,112(+23.3%)	$134.2M	0.1%	-14.94%	44
PRIMECAP MANAGEMENT CO/CA/	Increased	376,150(+6.3%)	$128.4M	0.1%	+41.42%	32

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer