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Evercore Inc
EVRAdd to Watchlist
320.560USD
+7.870+2.52%
Close 07-31 16:00（ET）Quotes delayed by 15 min
13.23BMarket Cap
16.66P/E TTM
Shareholding Stats
Updated: Sun, May 10
Updated: Sun, May 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
8.20%
Vanguard Portfolio Management, LLC
5.10%
Wellington Management Company, LLP
4.99%
Vanguard Capital Management, LLC
4.38%
State Street Investment Management (US)
3.00%
Other
74.32%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
8.20%
Vanguard Portfolio Management, LLC
5.10%
Wellington Management Company, LLP
4.99%
Vanguard Capital Management, LLC
4.38%
State Street Investment Management (US)
3.00%
Other
74.32%
Shareholder Types
Shareholders
Proportion
Investment Advisor
51.43%
Investment Advisor/Hedge Fund
29.76%
Hedge Fund
5.61%
Individual Investor
2.31%
Pension Fund
1.97%
Sovereign Wealth Fund
1.25%
Research Firm
1.15%
Bank and Trust
0.69%
Family Office
0.22%
Other
5.62%
Institutional Shareholding
Updated: Sun, Apr 5
Updated: Sun, Apr 5
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
1178
35.73M
92.37%
-3.14M
2025Q4
1085
36.86M
95.16%
+10.47K
2025Q3
1101
36.85M
95.58%
+327.96K
2025Q2
1072
36.55M
95.81%
+1.39M
2025Q1
1036
35.21M
93.86%
-1.51M
2024Q4
1007
34.87M
95.75%
+448.84K
2024Q3
931
34.23M
95.79%
-265.16K
2024Q2
894
34.54M
95.07%
+259.03K
2024Q1
882
34.27M
94.51%
-2.29M
2023Q4
882
34.22M
99.99%
-139.23K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
3.17M
8.01%
+12.22K
+0.39%
Dec 31, 2025
Wellington Management Company, LLP
1.93M
4.88%
-92.15K
-4.55%
Dec 31, 2025
State Street Investment Management (US)
1.16M
2.93%
-16.60K
-1.41%
Dec 31, 2025
Fidelity Management & Research Company LLC
1.13M
2.85%
+346.48K
+44.38%
Dec 31, 2025
Invesco Advisers, Inc.
1.02M
2.57%
+1.30K
+0.13%
Dec 31, 2025
Geode Capital Management, L.L.C.
924.90K
2.34%
-15.57K
-1.66%
Dec 31, 2025
AQR Capital Management, LLC
857.97K
2.17%
-109.84K
-11.35%
Dec 31, 2025
TD Asset Management Inc.
1.08M
2.72%
+28.37K
+2.71%
Dec 31, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
3.5%
Invesco Dorsey Wright Financial Momentum ETF
2.75%
Monarch Volume Factor Dividend Tree Index ETF
2.43%
Pinnacle Focused Opportunities ETF
2.32%
Tremblant Global ETF
2.16%
ProShares S&P MidCap 400 Dividend Aristocrats ETF
1.76%
Invesco S&P MidCap Quality ETF
1.55%
SPDR S&P Capital Markets ETF
1.47%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
1.21%
Bahl & Gaynor Dividend ETF
1.11%
View more
AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
Proportion3.5%
Invesco Dorsey Wright Financial Momentum ETF
Proportion2.75%
Monarch Volume Factor Dividend Tree Index ETF
Proportion2.43%
Pinnacle Focused Opportunities ETF
Proportion2.32%
Tremblant Global ETF
Proportion2.16%
ProShares S&P MidCap 400 Dividend Aristocrats ETF
Proportion1.76%
Invesco S&P MidCap Quality ETF
Proportion1.55%
SPDR S&P Capital Markets ETF
Proportion1.47%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Proportion1.21%
Bahl & Gaynor Dividend ETF
Proportion1.11%