§ FINANCIAL SERVICES
USD · Financial ServicesEVR
EVERCORE INC - A
USDSector · Financial ServicesBeta · 1.58
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 262.88HIGH 265.25LOW 259.2052W 148.63 — 388.71
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
376 increased/new, 253 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 20.4 | P/B | 6.48 |
| EPS (TTM) | 14.00 | Dividend | 1.20% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 3.6M | 0.0% | +5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.0M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | n/a | n/a |
| Fidelity Management | 1.7M | 0.0% | +33% |
| AQR Capital Management | 1.3M | 0.2% | +53% |
| State Street | 1.2M | 0.0% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for EVR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER8.6% · 0 holders
OTHER43.0% · 518 holders
PASSIVE / INDEX15.9% · 11 holders
QUALITY / COMPOUNDER12.3% · 32 holders
DEALER / BANK11.2% · 45 holders
SYSTEMATIC / QUANT2.8% · 12 holders
DEEP VALUE2.2% · 3 holders
INCOME / DEFENSIVE2.2% · 31 holders
TACTICAL / MACRO1.8% · 5 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for EVR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention EVR yet.