Evercore Ownership

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

Recent Insider Transactions

NYSE:EVR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Feb 24	SellUS$596,460	Timothy LaLonde	Individual	3,337	US$178.74
08 Feb 24	SellUS$1,017,956	Jason Klurfeld	Individual	5,877	US$173.21
07 Feb 24	SellUS$262,380	Paul Pensa	Individual	1,540	US$170.38
01 Feb 24	SellUS$433,770	Timothy LaLonde	Individual	2,500	US$173.51
05 Dec 23	SellUS$986,844	Richard Beattie	Individual	6,522	US$151.31
14 Aug 23	SellUS$80,920	Pamela Carlton	Individual	592	US$136.69
31 May 23	SellUS$272,200	Timothy LaLonde	Individual	2,500	US$108.88

Insider Trading Volume

Insider Buying: EVR insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of EVR?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	4,035	0.0104%
State or Government	45,996	0.119%
General Public	1,590,037	4.11%
Individual Insiders	2,824,472	7.3%
Institutions	34,214,906	88.5%

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

Top Shareholders

Top 25 shareholders own 60.6% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.55%	The Vanguard Group, Inc.	3,694,904	US$761.1m	-3.16%	0.01%
8.25%	BlackRock, Inc.	3,191,340	US$657.4m	0.72%	0.01%
5.18%	Edward Hyman	2,004,347	US$412.9m	-0.86%	no data
4.29%	Boston Partners Global Investors, Inc.	1,658,488	US$341.6m	11.1%	0.22%
3.43%	Millennium Management LLC	1,327,251	US$273.4m	28.2%	0.23%
2.87%	JP Morgan Asset Management	1,111,941	US$229.1m	-12.3%	0.03%
2.74%	Massachusetts Financial Services Company	1,058,525	US$218.0m	-1.16%	0.04%
2.73%	State Street Global Advisors, Inc.	1,056,240	US$217.6m	1.12%	0.01%
2.22%	Dimensional Fund Advisors LP	858,837	US$176.9m	-4.4%	0.03%
1.86%	Fuller & Thaler Asset Management, Inc.	718,684	US$148.0m	-0.54%	0.69%
1.7%	PRIMECAP Management Company	656,880	US$135.3m	0%	0.1%
1.58%	John Weinberg	611,082	US$125.9m	15.9%	no data
1.55%	Geode Capital Management, LLC	599,962	US$123.6m	2.27%	0.01%
1.4%	American Century Investment Management Inc	542,267	US$111.7m	7.59%	0.06%
1.25%	Invesco Ltd.	483,967	US$99.7m	12%	0.03%
1.22%	BNY Mellon Asset Management	473,499	US$97.5m	-5.7%	0.02%
1.14%	Bahl & Gaynor, Inc.	441,298	US$90.9m	-15.2%	0.5%
1.08%	Channing Capital Management, LLC	417,571	US$86.0m	0.03%	2.36%
1.05%	Morgan Stanley, Investment Banking and Brokerage Investments	407,166	US$83.9m	-9.79%	0.01%
1.02%	Norges Bank Investment Management	393,040	US$81.0m	10.8%	0.01%
0.96%	Hotchkis and Wiley Capital Management, LLC	371,495	US$76.5m	-37.6%	0.24%
0.95%	Balyasny Asset Management L.P.	366,229	US$75.4m	176%	0.2%
0.89%	Jacobs Levy Equity Management Inc	343,183	US$70.7m	9.09%	0.32%
0.88%	Toronto-Dominion Bank, Banking Investments	340,124	US$70.1m	27.9%	0.09%
0.81%	Scout Investments, Inc.	311,622	US$64.2m	-8.63%	1.38%