Evercore Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:EVR * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Jun 26	SellMex$46,539,508	Timothy LaLonde	Individual	7,808	Mex$5,960.49
06 Mar 26	BuyMex$10,311,078	Sarah Williamson	Individual	2,000	Mex$5,155.54
06 Feb 26	SellMex$31,132,440	Jason Klurfeld	Individual	5,000	Mex$6,226.49
05 Feb 26	SellMex$8,829,635	Paul Pensa	Individual	1,450	Mex$6,089.40
09 Dec 25	SellMex$1,197,811	Pamela Carlton	Individual	192	Mex$6,238.60

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of EVR *?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	7,844	0.0204%
State or Government	77,804	0.202%
General Public	111,815	0.291%
Individual Insiders	1,954,445	5.08%
Institutions	36,305,870	94.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 59.4% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.66%	BlackRock, Inc.	3,715,623	Mex$18.9b	1.83%	0.01%
5.09%	Vanguard Portfolio Management, LLC	1,956,150	Mex$10.0b	-0.91%	0.03%
5%	Vanguard Capital Management, LLC	1,923,319	Mex$9.8b	-0.56%	0.01%
4.4%	AQR Capital Management, LLC	1,690,762	Mex$8.6b	30.4%	0.17%
3.14%	State Street Investment Management	1,206,119	Mex$6.1b	2.3%	0.01%
3.08%	Edward Hyman	1,183,995	Mex$6.0b	0%	no data
3.05%	Invesco Ltd.	1,172,802	Mex$6.0b	6.14%	0.08%
2.92%	FMR LLC	1,124,837	Mex$5.7b	-32.3%	0.01%
2.86%	Geode Capital Management, LLC	1,098,427	Mex$5.6b	5.28%	0.01%
1.75%	Millennium Management LLC	671,921	Mex$3.4b	823%	0.12%
1.63%	Wellington Management Group LLP	624,987	Mex$3.2b	0.28%	0.03%
1.6%	Boston Partners Global Investors, Inc.	614,517	Mex$3.1b	5.92%	0.1%
1.58%	TD Asset Management, Inc.	609,109	Mex$3.1b	-26.2%	0.11%
1.54%	UBS Asset Management AG	592,651	Mex$3.0b	56%	0.01%
1.49%	John Weinberg	573,373	Mex$2.9b	-9.97%	no data
1.45%	Dimensional Fund Advisors LP	556,420	Mex$2.8b	1.44%	0.02%
1.12%	Invesco Capital Management LLC	429,871	Mex$2.2b	34.5%	0.01%
1.11%	Eaton Vance Management	428,702	Mex$2.2b	18.9%	0.02%
1.1%	Fisher Asset Management, LLC	423,875	Mex$2.2b	-0.2%	0.04%
1.08%	Norges Bank Investment Management	417,041	Mex$2.1b	-13.6%	0.01%
1.03%	Bahl & Gaynor LLC	395,493	Mex$2.0b	-1.58%	0.54%
0.98%	PRIMECAP Management Company	376,150	Mex$1.9b	6.27%	0.07%
0.93%	JP Morgan Asset Management	356,397	Mex$1.8b	-6.8%	0.01%
0.92%	Northern Trust Global Investments	353,320	Mex$1.8b	-1.08%	0.01%
0.9%	Arrowstreet Capital, Limited Partnership	347,147	Mex$1.8b	49.3%	0.04%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/09/12 19:16
End of Day Share Price	2026/09/11 00:00
Earnings	2026/06/30
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Evercore Inc. is covered by 24 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Roger Freeman	Barclays
Charles Hintz	Bernstein
null null	BMO Capital Markets Equity Research