How many institutions own EVR stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own EVR shares is 718, representing 92.44% of the company's common stock.

Who are the major shareholders selling Evercore Inc. stock?

BLACKROCK, INC., in the last quarter, reduced its stake in EVR by -0.08% restricting it's holding to 3.57 million shares of worth nearly $713.03M. PRIMECAP MANAGEMENT CO/CA/ also lessened -16.7% of the EVR shares from its portfolio, reducing its holding to 252.13 thousand shares of worth $50.36M. BRAUN STACEY ASSOCIATES INC also shunned EVR shares holding by -3.47% last quarter which brought its holding to 128.09 thousand shares worth $25.58M.

Investors who are buying EVR stock?

As per its latest 13F filing, BOSTON PARTNERS increased its stake in EVR by 5.04% in the last quarter. The institutional holder raised its holding to 1.54 million shares having worth more than $307.04M. RENAISSANCE TECHNOLOGIES LLC also added 1,067.03% more shares of EVR to its portfolio, raising its holding to 212.4 thousand shares of worth $42.42M. also increased its EVR shares holding by 100% which brought its holding to 228.33 thousand shares worth $45.60M.

EVR's major insiders: who are they?

The insider with the most stakes in EVR is HYMAN EDWARD S , Vice Chair EVR & Chairman EISI at the company. Additionally, EVR stock is highly held by Co-CEO/Co-Chairman SCHLOSSTEIN RALPH and Founder and Senior Chairman Altman Roger C among others.

Did an insider recently sell EVR stock?

Company executives, directors, and other insiders own 4.99% percent of Evercore Inc.'s stock. Within the last six months, there have been 4 transaction(s) in which EVR insiders have sold stock, totaling 57.69K shares. Insiders that have sold shares include HYMAN EDWARD S, PENSA PAUL, and LALONDE TIMOTHY GILBERT.

Which insider recently purchased EVR stock?

There have been 0 transaction(s) during the past 6-months in which Evercore Inc. insiders have bought stock, totalling 0 shares

How much of EVR does insiders own?

Around 4.99M Evercore Inc. shares are held by insiders, which represents about 4.99% of EVR stock.

Who is the insider with the largest stake?

EVR Vice Chair EVR & Chairman EISI, HYMAN EDWARD S holds the largest portfolio of the company's shares. EVR shares owned by HYMAN total nearly 1.64 million.

Which institution holds the most shares in EVR?

BOSTON PARTNERS is the largest institutional owner in EVR which holds 1.54 million shares worth $307.04M or 3.98% of the total EVR shares outstanding followed by BLACKROCK, INC. with ownership of 3.57 million shares representing 9.22% of the EVR ownership. RENAISSANCE TECHNOLOGIES LLC is the third largest stakeholder with 212.4 thousand shares or 0.55% of the ownership worth more than $42.42M.

Is Evercore Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the EVR is concerned, it is a stock which is optionable.

Is there a short position on EVR's shares?

Number of EVR shares short is 1.37M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding EVR shares are there?

As of today, 38.66M shares of EVR are outstanding.

Is there many float in EVR stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, EVR has 36.49M shares in float.

EVR short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for EVR is 2.43.

Evercore (EVR) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.54

Short Percent Of Float3.71

Shares Outstanding38.66M

Shares Float36.49M

Shares Short1.37M

Short Ratio2.43

3.71%

Short % of Float

3.54%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

4.99% Percentage of Shares held by All Insiders

92.44% Percentage of Shares held by All Institutions

97.29% Percentage of Float held by Institutions

718

Number of Institutions Holding Shares

Institutional Ownership

About 92.44% of EVR shares are held by financial institutions. BOSTON PARTNERS is the top corporate investor, holding 1.54M shares valued at $307.04M. A 3.98% stake in Evercore Inc. is owned by the company. BLACKROCK, INC. owns 3.57M shares valued at $713.03M, which translates its holding of 9.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2025	BOSTON PARTNERS	3.98%	1.54M	307.04M	73.9K	+5.04%
Mar 31, 2025	BLACKROCK, INC.	9.22%	3.57M	713.03M	-3.01K	-0.08%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.55%	212.4K	42.42M	194.2K	+1,067.03%
Mar 31, 2025		0.59%	228.33K	45.6M	228.33K	+100.00%
Mar 31, 2025	PRIMECAP MANAGEMENT CO/CA/	0.65%	252.13K	50.36M	-50.54K	-16.70%
Mar 31, 2025	BRAUN STACEY ASSOCIATES INC	0.33%	128.09K	25.58M	-4.6K	-3.47%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.37%	144.55K	28.87M	-25.88K	-15.18%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	151.8K	30.32M	-53.4K	-26.02%
Mar 31, 2025	NORTHERN TRUST CORP	0.76%	295.09K	58.94M	-6.42K	-2.13%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.76%	295.38K	58.99M	106.66K	+56.52%
Mar 31, 2025	PARALEL ADVISORS LLC	0.77%	300K	59.92M	0	0
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.9%	349.5K	69.8M	246.2K	+238.33%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.92%	355.72K	71.04M	-2.82K	-0.79%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.98%	379.34K	75.76M	10.09K	+2.73%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.01%	389.37K	77.76M	238.72K	+158.47%
Mar 31, 2025	STATE STREET CORP	2.94%	1.14M	227.31M	13.68K	+1.22%
Mar 31, 2025	BAHL & GAYNOR INC	1.16%	447.54K	89.38M	-1.18K	-0.26%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.26%	486.37K	94.44M	278.94K	+134.48%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.3%	505.13K	100.89M	348.74K	+223.00%
Mar 31, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	0.33%	127.28K	25.42M	-125.45K	-49.64%
Mar 31, 2025	TD ASSET MANAGEMENT INC	1.51%	583.37K	116.51M	-372.96K	-39.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.58%	609.89K	121.81M	543.54K	+819.28%
Mar 31, 2025	JPMORGAN CHASE & CO	1.67%	648.23K	129.46M	28.68K	+4.63%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.77%	685.54K	136.92M	-6.96K	-1.00%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.78%	691K	138.01M	-83.47K	-10.78%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.44%	169.58K	33.87M	-685.94K	-80.18%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.44%	170.85K	34.12M	84.48K	+97.82%
Mar 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.51%	196.58K	39.26M	10.41K	+5.59%
Mar 31, 2025	EMINENCE CAPITAL, LP	1.38%	534.38K	106.73M	534.38K	+100.00%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.4%	155.47K	31.05M	125.82K	+424.39%
Mar 31, 2025	BOSTON TRUST WALDEN CORP	0.42%	164.03K	32.76M	-35.01K	-17.59%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.44%	168.64K	33.68M	163.16K	+2,975.20%
Mar 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.35%	137.06K	27.37M	76.41K	+125.98%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.36%	139.06K	27.77M	-132.43K	-48.78%
Mar 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.48%	186.74K	37.29M	186.74K	+100.00%
Mar 31, 2025	GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	0.49%	191.39K	38.22M	41.42K	+27.62%
Mar 31, 2025	MACQUARIE GROUP LTD	0.5%	193.75K	38.7M	-16.3K	-7.76%
Mar 31, 2025	FMR LLC	0.5%	195.15K	38.98M	-839.06K	-81.13%
Mar 31, 2025	UBS GROUP AG	2.02%	782.19K	156.22M	600.24K	+329.90%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.39%	151.26K	30.21M	-63.66K	-29.62%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.33%	513.16K	102.49M	189.84K	+58.71%
Mar 31, 2025	VANGUARD GROUP INC	9.98%	3.86M	771.46M	26.01K	+0.68%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.8%	311.03K	62.12M	5.9K	+1.93%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.92%	355.22K	70.94M	35.95K	+11.26%
Mar 31, 2025	MORGAN STANLEY	1.83%	709.35K	141.67M	190.54K	+36.72%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.34%	132.84K	26.53M	132.84K	+100.00%
Mar 31, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.74%	285.26K	56.97M	82.62K	+40.77%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.45%	560.96K	112.03M	84.97K	+17.85%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.99%	771.98K	154.22M	27.75K	+3.73%
Mar 31, 2025	INVESCO LTD.	2.24%	866.88K	173.13M	-556.88K	-39.11%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	0.66%	253.43K	48.81M	-101.04K	-28.50%
Mar 31, 2024	GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	0.32%	121.2K	23.34M	54.9K	+82.81%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.32%	121.19K	23.34B	16.21K	+15.44%
Mar 31, 2024	RETIREMENT SYSTEMS OF ALABAMA	0.32%	120.8K	23.27M	114	+0.09%
Mar 31, 2024	BRAUN STACEY ASSOCIATES INC	0.31%	119.58K	23.03M	119.58K	+100.00%
Mar 31, 2024	COOKSON PEIRCE & CO INC	0.31%	118.51K	22.82M	593	+0.50%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.3%	114.71K	22.09M	-1.53K	-1.32%
Mar 31, 2024	STRS OHIO	0.29%	112.21K	21.61M	-61.57K	-35.43%
Mar 31, 2024	RHUMBLINE ADVISERS	0.26%	99.22K	19.11M	-4.07K	-3.94%
Mar 31, 2024	CRAMER ROSENTHAL MCGLYNN LLC	0.26%	98.41K	18.95M	18.97K	+23.87%
Mar 31, 2024	WCM INVESTMENT MANAGEMENT, LLC	0.25%	96.45K	18.58M	-37.98K	-28.25%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	95.13K	18.32M	-4.13K	-4.16%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.24%	92.29K	17.77M	-15.07K	-14.04%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.24%	91.76K	17.67M	-9.23K	-9.14%
Mar 31, 2024	NICHOLAS INVESTMENT PARTNERS, LP	0.23%	87.98K	16.94M	1.45K	+1.67%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.23%	86.51K	16.66M	-1.93K	-2.18%
Mar 31, 2024	DRIEHAUS CAPITAL MANAGEMENT LLC	0.53%	204.31K	39.35M	-45.01K	-18.05%
Mar 31, 2024	PROSHARE ADVISORS LLC	0.45%	170.7K	32.88M	-54.91K	-24.34%
Mar 31, 2024	AZORA CAPITAL LP	0.44%	170.28K	32.79M	170.28K	+100.00%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.42%	160.96K	31M	74.31K	+85.75%
Mar 31, 2024	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.41%	158.45K	30.52M	-83.74K	-34.58%
Mar 31, 2024	FRONTIER CAPITAL MANAGEMENT CO LLC	0.39%	149.39K	28.77M	-50.57K	-25.29%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.37%	143.53K	27.64M	-227.97K	-61.37%
Mar 31, 2024	BLACKROCK INC.	9.09%	3.46M	667.27M	273.36K	+8.57%
Mar 31, 2024	BOSTON PARTNERS	4.45%	1.71M	328.64M	51.03K	+3.08%
Mar 31, 2024	JPMORGAN CHASE & CO	2.78%	1.06M	203.69M	-233.96K	-18.11%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.74%	1.05M	202.48M	-7.16K	-0.68%
Mar 31, 2024	INVESCO LTD.	2.43%	924.77K	178.1M	139.2K	+17.72%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.19%	832.63K	160.36M	-26.21K	-3.05%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.11%	423.4K	81.54M	-56.25K	-11.73%
Mar 31, 2024	BAHL & GAYNOR INC	1.11%	424.86K	81.82M	-16.43K	-3.72%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.97%	372.42K	71.72M	365.96K	+5,671.21%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.94%	358.3K	69M	15.11K	+4.40%
Mar 31, 2024	VANGUARD GROUP INC	9.57%	3.65M	702.14M	-49.15K	-1.33%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.8%	307.75K	59.27M	2.19K	+0.72%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.78%	300.93K	57.96M	-241.34K	-44.51%
Mar 31, 2024	PARALEL ADVISORS LLC	0.78%	300K	57.78M	0	0
Mar 31, 2024	BOSTON TRUST WALDEN CORP	0.78%	300K	57.78M	-2.24K	-0.74%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.76%	290.69K	55.99M	273.64K	+1,604.53%
Mar 31, 2024	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0.76%	292.07K	56.25M	292.07K	+100.00%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.76%	292K	56.24M	-24.23K	-7.66%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.72%	272.96K	52.57M	-283	-0.10%
Mar 31, 2024	SCOUT INVESTMENTS, INC.	0.71%	274.65K	51.98M	-36.98K	-11.87%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.69%	263.9K	50.82M	6.69K	+2.60%
Mar 31, 2024	NORTHERN TRUST CORP	0.64%	242.81K	46.76M	-31.14K	-11.37%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.6%	229K	44.1M	-13.06K	-5.40%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.58%	220.2K	42.41M	50.91K	+30.07%
Mar 31, 2024	MACQUARIE GROUP LTD	0.5%	189.1K	36.42M	-9.35K	-4.71%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.37%	139.87K	26.94M	-2.19K	-1.54%
Mar 31, 2024	GLENMEDE TRUST CO NA	0.37%	139.17K	26.8M	5.22K	+3.90%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.36%	135.49K	26.09M	-11.25K	-7.67%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.34%	130.54K	25.14M	3.24K	+2.55%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.34%	128.32K	24.71M	573	+0.45%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.33%	125.44K	24.16M	13.08K	+11.64%
Mar 31, 2024	ARIEL INVESTMENTS, LLC	0.33%	126.24K	24.31M	-36.51K	-22.43%
Mar 31, 2024	GREAT LAKES ADVISORS, LLC	0.32%	121.91K	23.48M	793	+0.65%
Mar 31, 2024	STATE STREET CORP	2.87%	1.09M	210.34M	35.94K	+3.40%
Mar 31, 2024	TD ASSET MANAGEMENT INC	2.1%	807.1K	155.44M	706.91K	+705.61%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.96%	745.21K	143.52M	-582.04K	-43.85%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	1.94%	745.82K	143.64M	27.13K	+3.78%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.67%	635.57K	122.43M	35.61K	+5.93%
Mar 31, 2024	MORGAN STANLEY	1.55%	592.29K	114.07M	-67.35K	-10.21%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	1.55%	596.45K	114.87M	-60.43K	-9.20%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.21%	462K	88.98M	295.76K	+177.90%
Mar 31, 2024	CHANNING CAPITAL MANAGEMENT, LLC	1.13%	434.43K	83.67M	16.86K	+4.04%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.84%	316.23K	54.09M	-27.01K	-7.87%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.59%	599.96K	102.64M	13.34K	+2.27%
Dec 31, 2023	PRIMECAP MANAGEMENT CO/CA/	1.74%	656.88K	112.36M	0	0
Dec 31, 2023	MORGAN STANLEY	1.74%	659.64K	112.83M	-40.21K	-5.75%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	1.9%	718.68K	122.93M	-3.88K	-0.54%
Dec 31, 2023	INVESCO LTD.	2.08%	785.58K	134.37M	128.37K	+19.53%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.91%	343.18K	58.7M	28.61K	+9.09%
Dec 31, 2023	EPOCH INVESTMENT PARTNERS, INC.	0.94%	354.47K	60.63M	74.32K	+26.53%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.97%	366.23K	62.64M	233.47K	+175.86%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.98%	371.5K	63.54M	-223.88K	-37.60%
Dec 31, 2023	NORGES BANK	1.04%	393.04K	67.23M	393.04K	+100.00%
Dec 31, 2023	CHANNING CAPITAL MANAGEMENT, LLC	1.1%	417.57K	71.43M	143	+0.03%
Dec 31, 2023	BAHL & GAYNOR INC	1.17%	441.3K	75.48M	-78.92K	-15.17%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.27%	858.84K	146.91M	-39.55K	-4.40%
Dec 31, 2023	STATE STREET CORP	2.79%	1.06M	180.67M	11.66K	+1.12%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.8%	1.06M	181.06M	-12.39K	-1.16%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.27%	479.64K	82.04M	-28.4K	-5.59%
Dec 31, 2023	JPMORGAN CHASE & CO	3.41%	1.29M	220.92M	-93.65K	-6.76%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	3.51%	1.33M	227.03M	291.7K	+28.17%
Dec 31, 2023	BOSTON PARTNERS	4.38%	1.66M	283.99M	165.38K	+11.08%
Dec 31, 2023	BLACKROCK INC.	8.44%	3.19M	545.88M	22.82K	+0.72%
Dec 31, 2023	VANGUARD GROUP INC	9.77%	3.69M	632.01M	-120.5K	-3.16%
Dec 31, 2023	RETIREMENT SYSTEMS OF ALABAMA	0.32%	120.69K	20.64M	-115	-0.10%
Dec 31, 2023	GREAT LAKES ADVISORS, LLC	0.32%	121.12K	20.72M	28.02K	+30.10%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.34%	127.3K	21.77M	-1.35K	-1.05%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.34%	127.75K	21.85M	4.13K	+3.34%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.35%	133.95K	22.91M	-4.53K	-3.27%
Dec 31, 2023	WCM INVESTMENT MANAGEMENT, LLC	0.36%	134.44K	23.27M	10.8K	+8.74%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.38%	142.06K	24.3M	-3.2K	-2.20%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.39%	146.75K	25.1M	624	+0.43%
Dec 31, 2023	NITORUM CAPITAL, L.P.	0.41%	155.36K	26.57M	-18.12K	-10.44%
Dec 31, 2023	ARIEL INVESTMENTS, LLC	0.43%	162.75K	27.84M	-2.09K	-1.26%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.44%	166.25K	28.44M	166.25K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.45%	169.3K	28.96M	-59.69K	-26.07%
Dec 31, 2023	STRS OHIO	0.46%	173.78K	29.73M	-41.66K	-19.34%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.52%	197.97K	33.86M	-50.15K	-20.21%
Dec 31, 2023	MACQUARIE GROUP LTD	0.52%	198.45K	33.94M	2.56K	+1.31%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.43%	542.27K	92.75M	38.26K	+7.59%
Dec 31, 2023	FRONTIER CAPITAL MANAGEMENT CO LLC	0.53%	199.96K	34.2M	-48.34K	-19.47%
Dec 31, 2023	PROSHARE ADVISORS LLC	0.6%	225.61K	38.59M	-26.73K	-10.59%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.64%	242.06K	41.4M	-90.11K	-27.13%
Dec 31, 2023	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.64%	242.19K	41.43M	1.3K	+0.54%
Dec 31, 2023	DRIEHAUS CAPITAL MANAGEMENT LLC	0.66%	249.32K	42.65M	39.06K	+18.58%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.68%	257.21K	44M	7.45K	+2.98%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.72%	273.25K	46.74M	-4.27K	-1.54%
Dec 31, 2023	NORTHERN TRUST CORP	0.72%	273.95K	46.86M	2.34K	+0.86%
Dec 31, 2023	PARALEL ADVISORS LLC	0.79%	300K	51.32M	0	0
Dec 31, 2023	BOSTON TRUST WALDEN CORP	0.8%	302.24K	51.7M	2.19K	+0.73%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.81%	305.56K	52.27M	-55.7K	-15.42%
Dec 31, 2023	SCOUT INVESTMENTS, INC.	0.82%	311.62K	53.3M	-29.45K	-8.63%

Insiders

Among the EVR insiders holding of 4.99% of the stake in company, HYMAN EDWARD S, Vice Chair EVR & Chairman EISI, holds the largest shares of 1.64M. SCHLOSSTEIN RALPH, Co-CEO/Co-Chairman, is the second largest EVR insider with ownership of 226.25K shares. ALTMAN ROGER C, Founder and Senior Chairman, stands third with possession of 183.28K shares of that stake.

Insiders	Designation	Shares Held
HYMAN EDWARD S	Vice Chair EVR & Chairman EISI	1.64M
SCHLOSSTEIN RALPH	Co-CEO/Co-Chairman	226.25K
ALTMAN ROGER C	Founder and Senior Chairman	183.28K
SIBBALD ANDREW	CEO EVR Partners International	104.79K
FRANKEL ADAM B	General Counsel	58.4K
WALSH ROBERT B	Principal Financial Officer	55.56K
LALONDE TIMOTHY GILBERT	Chief Financial Officer	40.56K
KLURFELD JASON	General Counsel	22.1K
BEATTIE RICHARD I	director	17K
ARELLANO OSTOA AUGUSTO	CEO of EVR Mexico	14.46K
PENSA PAUL	Contr, Prin. Acct.Officer	5.53K
CARLTON PAMELA G	director	3.15K
FUTTER ELLEN V	director	2.89K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 10, 2025	HYMAN EDWARD S	SALE	271.68	17.5K	4.75M	1.64M
Feb 07, 2025	HYMAN EDWARD S	SALE	277.20	21.18K	5.87M	1.66M
Feb 07, 2025	PENSA PAUL	SALE	281.23	1.86K	523.92K	5.53K
Feb 06, 2025	HYMAN EDWARD S	SALE	285.56	17.14K	4.89M	1.68M
Nov 22, 2024	HYMAN EDWARD S	SALE	310.52	20.81K	6.46M	1.71M
Nov 21, 2024	HYMAN EDWARD S	SALE	309.18	9.89K	3.06M	1.73M
Nov 20, 2024	HYMAN EDWARD S	SALE	299.09	10.86K	3.25M	1.74M
Nov 19, 2024	HYMAN EDWARD S	SALE	298.87	8.99K	2.69M	1.75M
Nov 18, 2024	HYMAN EDWARD S	SALE	298.55	11.15K	3.33M	1.76M
Nov 15, 2024	HYMAN EDWARD S	SALE	298.31	8.55K	2.55M	1.77M
Nov 14, 2024	HYMAN EDWARD S	SALE	300.08	10.87K	3.26M	1.78M
Nov 13, 2024	HYMAN EDWARD S	SALE	304.75	12.32K	3.75M	1.79M
Nov 12, 2024	HYMAN EDWARD S	SALE	308.32	10.31K	3.18M	1.8M
Nov 08, 2024	HYMAN EDWARD S	SALE	306.80	12.16K	3.73M	1.81M
Nov 07, 2024	HYMAN EDWARD S	SALE	308.83	34.1K	10.53M	1.82M
Nov 06, 2024	HYMAN EDWARD S	SALE	316.38	50K	15.82M	1.86M
Aug 21, 2024	LALONDE TIMOTHY GILBERT	SALE	238.72	3.75K	895.21K	40.56K
Jul 29, 2024	CARLTON PAMELA G	SALE	247.07	534	131.94K	3.15K
Feb 13, 2024	LALONDE TIMOTHY GILBERT	SALE	178.74	3.34K	596.46K	27.29K
Feb 08, 2024	KLURFELD JASON	SALE	173.21	5.88K	1.02M	22.1K
Feb 07, 2024	PENSA PAUL	SALE	170.38	1.54K	262.38K	4.45K
Feb 01, 2024	LALONDE TIMOTHY GILBERT	SALE	173.51	2.5K	433.77K	37.17K
Dec 05, 2023	BEATTIE RICHARD I	SALE	151.31	6.52K	986.84K	17K
Aug 14, 2023	CARLTON PAMELA G	SALE	136.69	592	80.92K	3.04K
May 31, 2023	LALONDE TIMOTHY GILBERT	SALE	108.88	2.5K	272.2K	39.67K
Mar 01, 2023	BEATTIE RICHARD I	SALE	130.90	5K	654.48K	22.45K
Feb 15, 2023	KLURFELD JASON	SALE	135.12	357	48.24K	32.48K
Feb 13, 2023	KLURFELD JASON	SALE	133.00	5.23K	695.72K	19.04K
Feb 07, 2023	PENSA PAUL	SALE	131.05	2.23K	291.59K	3.41K
Feb 06, 2023	KLURFELD JASON	SALE	135.00	4.51K	609.12K	24.27K
Jul 28, 2022	CARLTON PAMELA G	SALE	96.25	322	30.99K	2.56K
Mar 01, 2022	CARLTON PAMELA G	SALE	125.15	327	40.92K	1.7K
Feb 08, 2022	PENSA PAUL	SALE	129.25	1.2K	154.71K	5.35K
Nov 23, 2021	SCHLOSSTEIN RALPH	SALE	150.03	62.63K	9.4M	226.25K
Nov 22, 2021	SCHLOSSTEIN RALPH	SALE	150.92	57K	8.6M	288.87K
Nov 17, 2021	SCHLOSSTEIN RALPH	SALE	153.52	15.13K	2.32M	345.87K
Nov 16, 2021	SCHLOSSTEIN RALPH	SALE	154.51	67.92K	10.49M	361K
Nov 02, 2021	SCHLOSSTEIN RALPH	SALE	155.00	1.73K	268.15K	428.92K
Nov 01, 2021	SCHLOSSTEIN RALPH	SALE	154.88	16.88K	2.61M	430.65K
Jul 29, 2021	CARLTON PAMELA G	SALE	133.44	732	97.68K	2.03K
Jun 02, 2021	SCHLOSSTEIN RALPH	SALE	147.04	7.25K	1.07M	447.53K
Jun 01, 2021	WALSH ROBERT B	SALE	146.63	40.9K	6M	55.56K
Mar 01, 2021	SCHLOSSTEIN RALPH	SALE	125.40	150K	18.81M	455.28K
Feb 16, 2021	KLURFELD JASON	SALE	120.00	2.78K	333.72K	15.44K
Feb 08, 2021	PENSA PAUL	SALE	115.30	1.07K	123.14K	2.86K
Feb 05, 2021	WALSH ROBERT B	SALE	116.33	20K	2.33M	78.57K
Oct 22, 2020	FUTTER ELLEN V	SALE	83.19	981	81.61K	2.89K
Apr 23, 2020	WALSH ROBERT B	PURCHASE	50.14	2K	100.28K	105.54K
Mar 10, 2020	WALSH ROBERT B	PURCHASE	55.69	3.5K	194.92K	103.54K
Mar 06, 2020	WALSH ROBERT B	PURCHASE	61.27	1.5K	91.91K	100.04K
Mar 05, 2020	WALSH ROBERT B	PURCHASE	62.86	6K	377.16K	98.54K
Feb 19, 2020	KLURFELD JASON	SALE	82.00	1.54K	126.28K	19.84K
Feb 06, 2020	PENSA PAUL	SALE	81.01	1.1K	89.43K	2.4K
Dec 19, 2019	KLURFELD JASON	PURCHASE	0.00	1	-	1
Feb 08, 2019	PENSA PAUL	SALE	88.82	1.38K	122.48K	2.87K
Feb 04, 2019	WALSH ROBERT B	SALE	89.38	10.5K	938.44K	59.92K
Oct 25, 2018	ALTMAN ROGER C	SALE	83.00	100K	8.3M	183.28K
May 17, 2018	SCHLOSSTEIN RALPH	SALE	108.60	23.26K	2.53M	104.76K
May 04, 2018	KLURFELD JASON	SALE	103.00	717	73.85K	9.38K
May 03, 2018	SCHLOSSTEIN RALPH	SALE	101.28	13.99K	1.42M	128.02K
May 02, 2018	SCHLOSSTEIN RALPH	SALE	103.03	102.51K	10.56M	142.01K
May 01, 2018	SCHLOSSTEIN RALPH	SALE	102.38	75K	7.68M	244.52K
May 01, 2018	ARELLANO OSTOA AUGUSTO	SALE	102.45	17.67K	1.81M	14.46K
Apr 30, 2018	SCHLOSSTEIN RALPH	SALE	102.74	32.88K	3.38M	0
Apr 27, 2018	SCHLOSSTEIN RALPH	SALE	100.59	29.32K	2.95M	32.88K
Apr 26, 2018	SIBBALD ANDREW	SALE	99.23	20.53K	2.04M	104.79K
Feb 21, 2018	SIBBALD ANDREW	SALE	97.05	400	38.82K	125.33K
Feb 14, 2018	WALSH ROBERT B	SALE	96.17	100	9.62K	87.25K
Feb 06, 2018	PENSA PAUL	SALE	92.80	1.4K	129.55K	3.45K
Feb 05, 2018	ALTMAN ROGER C	SALE	98.52	3.4K	334.96K	0
Feb 02, 2018	ALTMAN ROGER C	SALE	100.88	3.6K	362.78K	57.15K
Feb 02, 2018	SCHLOSSTEIN RALPH	SALE	100.07	12.8K	1.28M	62.2K
Feb 01, 2018	SCHLOSSTEIN RALPH	SALE	101.65	25K	2.54M	75K
Feb 01, 2018	ALTMAN ROGER C	SALE	102.50	2.27K	232.26K	98.88K
Nov 29, 2017	SCHLOSSTEIN RALPH	SALE	87.14	118.14K	10.3M	117.51K
Nov 28, 2017	SCHLOSSTEIN RALPH	SALE	85.44	100K	8.54M	235.65K
Nov 27, 2017	SCHLOSSTEIN RALPH	SALE	86.17	9.5K	818.64K	335.65K
Nov 24, 2017	FRANKEL ADAM B	SALE	85.16	3K	255.48K	58.4K
Nov 21, 2017	FRANKEL ADAM B	SALE	87.38	2K	174.76K	61.4K
Nov 16, 2017	FRANKEL ADAM B	SALE	82.60	1K	82.6K	61.4K
Nov 14, 2017	FRANKEL ADAM B	SALE	84.44	1K	84.44K	61.4K
Nov 14, 2017	SIBBALD ANDREW	SALE	84.03	400	33.61K	132.74K
Oct 31, 2017	FRANKEL ADAM B	SALE	80.77	1K	80.77K	62.4K
Aug 29, 2017	WALSH ROBERT B	SALE	75.05	22K	1.65M	105.05K
Jul 28, 2017	ARELLANO OSTOA AUGUSTO	SALE	77.14	29.94K	2.31M	37.39K
Feb 22, 2017	FRANKEL ADAM B	SALE	80.75	1.2K	96.9K	63.4K
Feb 14, 2017	FRANKEL ADAM B	SALE	79.00	1K	79K	53.41K
Feb 07, 2017	SIBBALD ANDREW	SALE	79.78	2.24K	178.56K	100.22K
Feb 07, 2017	PENSA PAUL	SALE	79.18	1.41K	111.33K	4.03K
Feb 07, 2017	SCHLOSSTEIN RALPH	SALE	79.26	20.54K	1.63M	81.33K
Feb 06, 2017	SCHLOSSTEIN RALPH	SALE	81.30	9.1K	739.54K	101.86K
Feb 06, 2017	FRANKEL ADAM B	SALE	81.06	1K	81.06K	54.41K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES57.69K4

NET SHARES-57.69K4

SHARES HELD4.99M4

% NET SHARES-101.16%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.54

Short Percent Of Float3.71

Shares Outstanding38.66M

Shares Float36.49M

Shares Short1.37M

Short Ratio2.43

3.71%

Short % of Float

3.54%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

4.99% Percentage of Shares held by All Insiders

92.44% Percentage of Shares held by All Institutions

97.29% Percentage of Float held by Institutions

718

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2025	BOSTON PARTNERS	3.98%	1.54M	307.04M	73.9K	+5.04%
Mar 31, 2025	BLACKROCK, INC.	9.22%	3.57M	713.03M	-3.01K	-0.08%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.55%	212.4K	42.42M	194.2K	+1,067.03%
Mar 31, 2025		0.59%	228.33K	45.6M	228.33K	+100.00%
Mar 31, 2025	PRIMECAP MANAGEMENT CO/CA/	0.65%	252.13K	50.36M	-50.54K	-16.70%
Mar 31, 2025	BRAUN STACEY ASSOCIATES INC	0.33%	128.09K	25.58M	-4.6K	-3.47%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.37%	144.55K	28.87M	-25.88K	-15.18%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	151.8K	30.32M	-53.4K	-26.02%
Mar 31, 2025	NORTHERN TRUST CORP	0.76%	295.09K	58.94M	-6.42K	-2.13%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.76%	295.38K	58.99M	106.66K	+56.52%
Mar 31, 2025	PARALEL ADVISORS LLC	0.77%	300K	59.92M	0	0
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.9%	349.5K	69.8M	246.2K	+238.33%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.92%	355.72K	71.04M	-2.82K	-0.79%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.98%	379.34K	75.76M	10.09K	+2.73%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.01%	389.37K	77.76M	238.72K	+158.47%
Mar 31, 2025	STATE STREET CORP	2.94%	1.14M	227.31M	13.68K	+1.22%
Mar 31, 2025	BAHL & GAYNOR INC	1.16%	447.54K	89.38M	-1.18K	-0.26%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.26%	486.37K	94.44M	278.94K	+134.48%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.3%	505.13K	100.89M	348.74K	+223.00%
Mar 31, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	0.33%	127.28K	25.42M	-125.45K	-49.64%
Mar 31, 2025	TD ASSET MANAGEMENT INC	1.51%	583.37K	116.51M	-372.96K	-39.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.58%	609.89K	121.81M	543.54K	+819.28%
Mar 31, 2025	JPMORGAN CHASE & CO	1.67%	648.23K	129.46M	28.68K	+4.63%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.77%	685.54K	136.92M	-6.96K	-1.00%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.78%	691K	138.01M	-83.47K	-10.78%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.44%	169.58K	33.87M	-685.94K	-80.18%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.44%	170.85K	34.12M	84.48K	+97.82%
Mar 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.51%	196.58K	39.26M	10.41K	+5.59%
Mar 31, 2025	EMINENCE CAPITAL, LP	1.38%	534.38K	106.73M	534.38K	+100.00%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.4%	155.47K	31.05M	125.82K	+424.39%
Mar 31, 2025	BOSTON TRUST WALDEN CORP	0.42%	164.03K	32.76M	-35.01K	-17.59%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.44%	168.64K	33.68M	163.16K	+2,975.20%
Mar 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.35%	137.06K	27.37M	76.41K	+125.98%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.36%	139.06K	27.77M	-132.43K	-48.78%
Mar 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.48%	186.74K	37.29M	186.74K	+100.00%
Mar 31, 2025	GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	0.49%	191.39K	38.22M	41.42K	+27.62%
Mar 31, 2025	MACQUARIE GROUP LTD	0.5%	193.75K	38.7M	-16.3K	-7.76%
Mar 31, 2025	FMR LLC	0.5%	195.15K	38.98M	-839.06K	-81.13%
Mar 31, 2025	UBS GROUP AG	2.02%	782.19K	156.22M	600.24K	+329.90%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.39%	151.26K	30.21M	-63.66K	-29.62%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.33%	513.16K	102.49M	189.84K	+58.71%
Mar 31, 2025	VANGUARD GROUP INC	9.98%	3.86M	771.46M	26.01K	+0.68%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.8%	311.03K	62.12M	5.9K	+1.93%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.92%	355.22K	70.94M	35.95K	+11.26%
Mar 31, 2025	MORGAN STANLEY	1.83%	709.35K	141.67M	190.54K	+36.72%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.34%	132.84K	26.53M	132.84K	+100.00%
Mar 31, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.74%	285.26K	56.97M	82.62K	+40.77%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.45%	560.96K	112.03M	84.97K	+17.85%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.99%	771.98K	154.22M	27.75K	+3.73%
Mar 31, 2025	INVESCO LTD.	2.24%	866.88K	173.13M	-556.88K	-39.11%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	0.66%	253.43K	48.81M	-101.04K	-28.50%
Mar 31, 2024	GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	0.32%	121.2K	23.34M	54.9K	+82.81%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.32%	121.19K	23.34B	16.21K	+15.44%
Mar 31, 2024	RETIREMENT SYSTEMS OF ALABAMA	0.32%	120.8K	23.27M	114	+0.09%
Mar 31, 2024	BRAUN STACEY ASSOCIATES INC	0.31%	119.58K	23.03M	119.58K	+100.00%
Mar 31, 2024	COOKSON PEIRCE & CO INC	0.31%	118.51K	22.82M	593	+0.50%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.3%	114.71K	22.09M	-1.53K	-1.32%
Mar 31, 2024	STRS OHIO	0.29%	112.21K	21.61M	-61.57K	-35.43%
Mar 31, 2024	RHUMBLINE ADVISERS	0.26%	99.22K	19.11M	-4.07K	-3.94%
Mar 31, 2024	CRAMER ROSENTHAL MCGLYNN LLC	0.26%	98.41K	18.95M	18.97K	+23.87%
Mar 31, 2024	WCM INVESTMENT MANAGEMENT, LLC	0.25%	96.45K	18.58M	-37.98K	-28.25%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	95.13K	18.32M	-4.13K	-4.16%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.24%	92.29K	17.77M	-15.07K	-14.04%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.24%	91.76K	17.67M	-9.23K	-9.14%
Mar 31, 2024	NICHOLAS INVESTMENT PARTNERS, LP	0.23%	87.98K	16.94M	1.45K	+1.67%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.23%	86.51K	16.66M	-1.93K	-2.18%
Mar 31, 2024	DRIEHAUS CAPITAL MANAGEMENT LLC	0.53%	204.31K	39.35M	-45.01K	-18.05%
Mar 31, 2024	PROSHARE ADVISORS LLC	0.45%	170.7K	32.88M	-54.91K	-24.34%
Mar 31, 2024	AZORA CAPITAL LP	0.44%	170.28K	32.79M	170.28K	+100.00%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.42%	160.96K	31M	74.31K	+85.75%
Mar 31, 2024	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.41%	158.45K	30.52M	-83.74K	-34.58%
Mar 31, 2024	FRONTIER CAPITAL MANAGEMENT CO LLC	0.39%	149.39K	28.77M	-50.57K	-25.29%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.37%	143.53K	27.64M	-227.97K	-61.37%
Mar 31, 2024	BLACKROCK INC.	9.09%	3.46M	667.27M	273.36K	+8.57%
Mar 31, 2024	BOSTON PARTNERS	4.45%	1.71M	328.64M	51.03K	+3.08%
Mar 31, 2024	JPMORGAN CHASE & CO	2.78%	1.06M	203.69M	-233.96K	-18.11%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.74%	1.05M	202.48M	-7.16K	-0.68%
Mar 31, 2024	INVESCO LTD.	2.43%	924.77K	178.1M	139.2K	+17.72%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.19%	832.63K	160.36M	-26.21K	-3.05%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.11%	423.4K	81.54M	-56.25K	-11.73%
Mar 31, 2024	BAHL & GAYNOR INC	1.11%	424.86K	81.82M	-16.43K	-3.72%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.97%	372.42K	71.72M	365.96K	+5,671.21%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.94%	358.3K	69M	15.11K	+4.40%
Mar 31, 2024	VANGUARD GROUP INC	9.57%	3.65M	702.14M	-49.15K	-1.33%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.8%	307.75K	59.27M	2.19K	+0.72%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.78%	300.93K	57.96M	-241.34K	-44.51%
Mar 31, 2024	PARALEL ADVISORS LLC	0.78%	300K	57.78M	0	0
Mar 31, 2024	BOSTON TRUST WALDEN CORP	0.78%	300K	57.78M	-2.24K	-0.74%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.76%	290.69K	55.99M	273.64K	+1,604.53%
Mar 31, 2024	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0.76%	292.07K	56.25M	292.07K	+100.00%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.76%	292K	56.24M	-24.23K	-7.66%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.72%	272.96K	52.57M	-283	-0.10%
Mar 31, 2024	SCOUT INVESTMENTS, INC.	0.71%	274.65K	51.98M	-36.98K	-11.87%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.69%	263.9K	50.82M	6.69K	+2.60%
Mar 31, 2024	NORTHERN TRUST CORP	0.64%	242.81K	46.76M	-31.14K	-11.37%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.6%	229K	44.1M	-13.06K	-5.40%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.58%	220.2K	42.41M	50.91K	+30.07%
Mar 31, 2024	MACQUARIE GROUP LTD	0.5%	189.1K	36.42M	-9.35K	-4.71%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.37%	139.87K	26.94M	-2.19K	-1.54%
Mar 31, 2024	GLENMEDE TRUST CO NA	0.37%	139.17K	26.8M	5.22K	+3.90%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.36%	135.49K	26.09M	-11.25K	-7.67%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.34%	130.54K	25.14M	3.24K	+2.55%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.34%	128.32K	24.71M	573	+0.45%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.33%	125.44K	24.16M	13.08K	+11.64%
Mar 31, 2024	ARIEL INVESTMENTS, LLC	0.33%	126.24K	24.31M	-36.51K	-22.43%
Mar 31, 2024	GREAT LAKES ADVISORS, LLC	0.32%	121.91K	23.48M	793	+0.65%
Mar 31, 2024	STATE STREET CORP	2.87%	1.09M	210.34M	35.94K	+3.40%
Mar 31, 2024	TD ASSET MANAGEMENT INC	2.1%	807.1K	155.44M	706.91K	+705.61%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.96%	745.21K	143.52M	-582.04K	-43.85%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	1.94%	745.82K	143.64M	27.13K	+3.78%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.67%	635.57K	122.43M	35.61K	+5.93%
Mar 31, 2024	MORGAN STANLEY	1.55%	592.29K	114.07M	-67.35K	-10.21%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	1.55%	596.45K	114.87M	-60.43K	-9.20%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.21%	462K	88.98M	295.76K	+177.90%
Mar 31, 2024	CHANNING CAPITAL MANAGEMENT, LLC	1.13%	434.43K	83.67M	16.86K	+4.04%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.84%	316.23K	54.09M	-27.01K	-7.87%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.59%	599.96K	102.64M	13.34K	+2.27%
Dec 31, 2023	PRIMECAP MANAGEMENT CO/CA/	1.74%	656.88K	112.36M	0	0
Dec 31, 2023	MORGAN STANLEY	1.74%	659.64K	112.83M	-40.21K	-5.75%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	1.9%	718.68K	122.93M	-3.88K	-0.54%
Dec 31, 2023	INVESCO LTD.	2.08%	785.58K	134.37M	128.37K	+19.53%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.91%	343.18K	58.7M	28.61K	+9.09%
Dec 31, 2023	EPOCH INVESTMENT PARTNERS, INC.	0.94%	354.47K	60.63M	74.32K	+26.53%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.97%	366.23K	62.64M	233.47K	+175.86%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.98%	371.5K	63.54M	-223.88K	-37.60%
Dec 31, 2023	NORGES BANK	1.04%	393.04K	67.23M	393.04K	+100.00%
Dec 31, 2023	CHANNING CAPITAL MANAGEMENT, LLC	1.1%	417.57K	71.43M	143	+0.03%
Dec 31, 2023	BAHL & GAYNOR INC	1.17%	441.3K	75.48M	-78.92K	-15.17%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.27%	858.84K	146.91M	-39.55K	-4.40%
Dec 31, 2023	STATE STREET CORP	2.79%	1.06M	180.67M	11.66K	+1.12%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.8%	1.06M	181.06M	-12.39K	-1.16%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.27%	479.64K	82.04M	-28.4K	-5.59%
Dec 31, 2023	JPMORGAN CHASE & CO	3.41%	1.29M	220.92M	-93.65K	-6.76%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	3.51%	1.33M	227.03M	291.7K	+28.17%
Dec 31, 2023	BOSTON PARTNERS	4.38%	1.66M	283.99M	165.38K	+11.08%
Dec 31, 2023	BLACKROCK INC.	8.44%	3.19M	545.88M	22.82K	+0.72%
Dec 31, 2023	VANGUARD GROUP INC	9.77%	3.69M	632.01M	-120.5K	-3.16%
Dec 31, 2023	RETIREMENT SYSTEMS OF ALABAMA	0.32%	120.69K	20.64M	-115	-0.10%
Dec 31, 2023	GREAT LAKES ADVISORS, LLC	0.32%	121.12K	20.72M	28.02K	+30.10%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.34%	127.3K	21.77M	-1.35K	-1.05%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.34%	127.75K	21.85M	4.13K	+3.34%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.35%	133.95K	22.91M	-4.53K	-3.27%
Dec 31, 2023	WCM INVESTMENT MANAGEMENT, LLC	0.36%	134.44K	23.27M	10.8K	+8.74%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.38%	142.06K	24.3M	-3.2K	-2.20%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.39%	146.75K	25.1M	624	+0.43%
Dec 31, 2023	NITORUM CAPITAL, L.P.	0.41%	155.36K	26.57M	-18.12K	-10.44%
Dec 31, 2023	ARIEL INVESTMENTS, LLC	0.43%	162.75K	27.84M	-2.09K	-1.26%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.44%	166.25K	28.44M	166.25K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.45%	169.3K	28.96M	-59.69K	-26.07%
Dec 31, 2023	STRS OHIO	0.46%	173.78K	29.73M	-41.66K	-19.34%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.52%	197.97K	33.86M	-50.15K	-20.21%
Dec 31, 2023	MACQUARIE GROUP LTD	0.52%	198.45K	33.94M	2.56K	+1.31%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.43%	542.27K	92.75M	38.26K	+7.59%
Dec 31, 2023	FRONTIER CAPITAL MANAGEMENT CO LLC	0.53%	199.96K	34.2M	-48.34K	-19.47%
Dec 31, 2023	PROSHARE ADVISORS LLC	0.6%	225.61K	38.59M	-26.73K	-10.59%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.64%	242.06K	41.4M	-90.11K	-27.13%
Dec 31, 2023	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.64%	242.19K	41.43M	1.3K	+0.54%
Dec 31, 2023	DRIEHAUS CAPITAL MANAGEMENT LLC	0.66%	249.32K	42.65M	39.06K	+18.58%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.68%	257.21K	44M	7.45K	+2.98%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.72%	273.25K	46.74M	-4.27K	-1.54%
Dec 31, 2023	NORTHERN TRUST CORP	0.72%	273.95K	46.86M	2.34K	+0.86%
Dec 31, 2023	PARALEL ADVISORS LLC	0.79%	300K	51.32M	0	0
Dec 31, 2023	BOSTON TRUST WALDEN CORP	0.8%	302.24K	51.7M	2.19K	+0.73%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.81%	305.56K	52.27M	-55.7K	-15.42%
Dec 31, 2023	SCOUT INVESTMENTS, INC.	0.82%	311.62K	53.3M	-29.45K	-8.63%

Insiders

Insiders	Designation	Shares Held
HYMAN EDWARD S	Vice Chair EVR & Chairman EISI	1.64M
SCHLOSSTEIN RALPH	Co-CEO/Co-Chairman	226.25K
ALTMAN ROGER C	Founder and Senior Chairman	183.28K
SIBBALD ANDREW	CEO EVR Partners International	104.79K
FRANKEL ADAM B	General Counsel	58.4K
WALSH ROBERT B	Principal Financial Officer	55.56K
LALONDE TIMOTHY GILBERT	Chief Financial Officer	40.56K
KLURFELD JASON	General Counsel	22.1K
BEATTIE RICHARD I	director	17K
ARELLANO OSTOA AUGUSTO	CEO of EVR Mexico	14.46K
PENSA PAUL	Contr, Prin. Acct.Officer	5.53K
CARLTON PAMELA G	director	3.15K
FUTTER ELLEN V	director	2.89K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 10, 2025	HYMAN EDWARD S	SALE	271.68	17.5K	4.75M	1.64M
Feb 07, 2025	HYMAN EDWARD S	SALE	277.20	21.18K	5.87M	1.66M
Feb 07, 2025	PENSA PAUL	SALE	281.23	1.86K	523.92K	5.53K
Feb 06, 2025	HYMAN EDWARD S	SALE	285.56	17.14K	4.89M	1.68M
Nov 22, 2024	HYMAN EDWARD S	SALE	310.52	20.81K	6.46M	1.71M
Nov 21, 2024	HYMAN EDWARD S	SALE	309.18	9.89K	3.06M	1.73M
Nov 20, 2024	HYMAN EDWARD S	SALE	299.09	10.86K	3.25M	1.74M
Nov 19, 2024	HYMAN EDWARD S	SALE	298.87	8.99K	2.69M	1.75M
Nov 18, 2024	HYMAN EDWARD S	SALE	298.55	11.15K	3.33M	1.76M
Nov 15, 2024	HYMAN EDWARD S	SALE	298.31	8.55K	2.55M	1.77M
Nov 14, 2024	HYMAN EDWARD S	SALE	300.08	10.87K	3.26M	1.78M
Nov 13, 2024	HYMAN EDWARD S	SALE	304.75	12.32K	3.75M	1.79M
Nov 12, 2024	HYMAN EDWARD S	SALE	308.32	10.31K	3.18M	1.8M
Nov 08, 2024	HYMAN EDWARD S	SALE	306.80	12.16K	3.73M	1.81M
Nov 07, 2024	HYMAN EDWARD S	SALE	308.83	34.1K	10.53M	1.82M
Nov 06, 2024	HYMAN EDWARD S	SALE	316.38	50K	15.82M	1.86M
Aug 21, 2024	LALONDE TIMOTHY GILBERT	SALE	238.72	3.75K	895.21K	40.56K
Jul 29, 2024	CARLTON PAMELA G	SALE	247.07	534	131.94K	3.15K
Feb 13, 2024	LALONDE TIMOTHY GILBERT	SALE	178.74	3.34K	596.46K	27.29K
Feb 08, 2024	KLURFELD JASON	SALE	173.21	5.88K	1.02M	22.1K
Feb 07, 2024	PENSA PAUL	SALE	170.38	1.54K	262.38K	4.45K
Feb 01, 2024	LALONDE TIMOTHY GILBERT	SALE	173.51	2.5K	433.77K	37.17K
Dec 05, 2023	BEATTIE RICHARD I	SALE	151.31	6.52K	986.84K	17K
Aug 14, 2023	CARLTON PAMELA G	SALE	136.69	592	80.92K	3.04K
May 31, 2023	LALONDE TIMOTHY GILBERT	SALE	108.88	2.5K	272.2K	39.67K
Mar 01, 2023	BEATTIE RICHARD I	SALE	130.90	5K	654.48K	22.45K
Feb 15, 2023	KLURFELD JASON	SALE	135.12	357	48.24K	32.48K
Feb 13, 2023	KLURFELD JASON	SALE	133.00	5.23K	695.72K	19.04K
Feb 07, 2023	PENSA PAUL	SALE	131.05	2.23K	291.59K	3.41K
Feb 06, 2023	KLURFELD JASON	SALE	135.00	4.51K	609.12K	24.27K
Jul 28, 2022	CARLTON PAMELA G	SALE	96.25	322	30.99K	2.56K
Mar 01, 2022	CARLTON PAMELA G	SALE	125.15	327	40.92K	1.7K
Feb 08, 2022	PENSA PAUL	SALE	129.25	1.2K	154.71K	5.35K
Nov 23, 2021	SCHLOSSTEIN RALPH	SALE	150.03	62.63K	9.4M	226.25K
Nov 22, 2021	SCHLOSSTEIN RALPH	SALE	150.92	57K	8.6M	288.87K
Nov 17, 2021	SCHLOSSTEIN RALPH	SALE	153.52	15.13K	2.32M	345.87K
Nov 16, 2021	SCHLOSSTEIN RALPH	SALE	154.51	67.92K	10.49M	361K
Nov 02, 2021	SCHLOSSTEIN RALPH	SALE	155.00	1.73K	268.15K	428.92K
Nov 01, 2021	SCHLOSSTEIN RALPH	SALE	154.88	16.88K	2.61M	430.65K
Jul 29, 2021	CARLTON PAMELA G	SALE	133.44	732	97.68K	2.03K
Jun 02, 2021	SCHLOSSTEIN RALPH	SALE	147.04	7.25K	1.07M	447.53K
Jun 01, 2021	WALSH ROBERT B	SALE	146.63	40.9K	6M	55.56K
Mar 01, 2021	SCHLOSSTEIN RALPH	SALE	125.40	150K	18.81M	455.28K
Feb 16, 2021	KLURFELD JASON	SALE	120.00	2.78K	333.72K	15.44K
Feb 08, 2021	PENSA PAUL	SALE	115.30	1.07K	123.14K	2.86K
Feb 05, 2021	WALSH ROBERT B	SALE	116.33	20K	2.33M	78.57K
Oct 22, 2020	FUTTER ELLEN V	SALE	83.19	981	81.61K	2.89K
Apr 23, 2020	WALSH ROBERT B	PURCHASE	50.14	2K	100.28K	105.54K
Mar 10, 2020	WALSH ROBERT B	PURCHASE	55.69	3.5K	194.92K	103.54K
Mar 06, 2020	WALSH ROBERT B	PURCHASE	61.27	1.5K	91.91K	100.04K
Mar 05, 2020	WALSH ROBERT B	PURCHASE	62.86	6K	377.16K	98.54K
Feb 19, 2020	KLURFELD JASON	SALE	82.00	1.54K	126.28K	19.84K
Feb 06, 2020	PENSA PAUL	SALE	81.01	1.1K	89.43K	2.4K
Dec 19, 2019	KLURFELD JASON	PURCHASE	0.00	1	-	1
Feb 08, 2019	PENSA PAUL	SALE	88.82	1.38K	122.48K	2.87K
Feb 04, 2019	WALSH ROBERT B	SALE	89.38	10.5K	938.44K	59.92K
Oct 25, 2018	ALTMAN ROGER C	SALE	83.00	100K	8.3M	183.28K
May 17, 2018	SCHLOSSTEIN RALPH	SALE	108.60	23.26K	2.53M	104.76K
May 04, 2018	KLURFELD JASON	SALE	103.00	717	73.85K	9.38K
May 03, 2018	SCHLOSSTEIN RALPH	SALE	101.28	13.99K	1.42M	128.02K
May 02, 2018	SCHLOSSTEIN RALPH	SALE	103.03	102.51K	10.56M	142.01K
May 01, 2018	SCHLOSSTEIN RALPH	SALE	102.38	75K	7.68M	244.52K
May 01, 2018	ARELLANO OSTOA AUGUSTO	SALE	102.45	17.67K	1.81M	14.46K
Apr 30, 2018	SCHLOSSTEIN RALPH	SALE	102.74	32.88K	3.38M	0
Apr 27, 2018	SCHLOSSTEIN RALPH	SALE	100.59	29.32K	2.95M	32.88K
Apr 26, 2018	SIBBALD ANDREW	SALE	99.23	20.53K	2.04M	104.79K
Feb 21, 2018	SIBBALD ANDREW	SALE	97.05	400	38.82K	125.33K
Feb 14, 2018	WALSH ROBERT B	SALE	96.17	100	9.62K	87.25K
Feb 06, 2018	PENSA PAUL	SALE	92.80	1.4K	129.55K	3.45K
Feb 05, 2018	ALTMAN ROGER C	SALE	98.52	3.4K	334.96K	0
Feb 02, 2018	ALTMAN ROGER C	SALE	100.88	3.6K	362.78K	57.15K
Feb 02, 2018	SCHLOSSTEIN RALPH	SALE	100.07	12.8K	1.28M	62.2K
Feb 01, 2018	SCHLOSSTEIN RALPH	SALE	101.65	25K	2.54M	75K
Feb 01, 2018	ALTMAN ROGER C	SALE	102.50	2.27K	232.26K	98.88K
Nov 29, 2017	SCHLOSSTEIN RALPH	SALE	87.14	118.14K	10.3M	117.51K
Nov 28, 2017	SCHLOSSTEIN RALPH	SALE	85.44	100K	8.54M	235.65K
Nov 27, 2017	SCHLOSSTEIN RALPH	SALE	86.17	9.5K	818.64K	335.65K
Nov 24, 2017	FRANKEL ADAM B	SALE	85.16	3K	255.48K	58.4K
Nov 21, 2017	FRANKEL ADAM B	SALE	87.38	2K	174.76K	61.4K
Nov 16, 2017	FRANKEL ADAM B	SALE	82.60	1K	82.6K	61.4K
Nov 14, 2017	FRANKEL ADAM B	SALE	84.44	1K	84.44K	61.4K
Nov 14, 2017	SIBBALD ANDREW	SALE	84.03	400	33.61K	132.74K
Oct 31, 2017	FRANKEL ADAM B	SALE	80.77	1K	80.77K	62.4K
Aug 29, 2017	WALSH ROBERT B	SALE	75.05	22K	1.65M	105.05K
Jul 28, 2017	ARELLANO OSTOA AUGUSTO	SALE	77.14	29.94K	2.31M	37.39K
Feb 22, 2017	FRANKEL ADAM B	SALE	80.75	1.2K	96.9K	63.4K
Feb 14, 2017	FRANKEL ADAM B	SALE	79.00	1K	79K	53.41K
Feb 07, 2017	SIBBALD ANDREW	SALE	79.78	2.24K	178.56K	100.22K
Feb 07, 2017	PENSA PAUL	SALE	79.18	1.41K	111.33K	4.03K
Feb 07, 2017	SCHLOSSTEIN RALPH	SALE	79.26	20.54K	1.63M	81.33K
Feb 06, 2017	SCHLOSSTEIN RALPH	SALE	81.30	9.1K	739.54K	101.86K
Feb 06, 2017	FRANKEL ADAM B	SALE	81.06	1K	81.06K	54.41K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES57.69K4

NET SHARES-57.69K4

SHARES HELD4.99M4

% NET SHARES-101.16%0%

EVR Stock Ownership Breakdown

Evercore

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions