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
06 Feb 26	SellUS$1,800,000	Jason Klurfeld	Individual	5,000	US$360.00
05 Feb 26	SellUS$507,950	Paul Pensa	Individual	1,450	US$350.31
09 Dec 25	SellUS$65,877	Pamela Carlton	Individual	192	US$343.11
05 Aug 25	SellUS$2,483,764	Timothy LaLonde	Individual	8,407	US$295.44
01 Aug 25	SellUS$1,572,175	Jason Klurfeld	Individual	5,500	US$285.85

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	280	0.000707%
State or Government	72,869	0.184%
Individual Insiders	2,028,973	5.12%
General Public	2,118,073	5.35%
Institutions	35,385,253	89.3%

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

Top Shareholders

Top 25 shareholders own 60.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.7%	The Vanguard Group, Inc.	3,840,147	US$1.3b	-1.59%	0.01%
8.73%	BlackRock, Inc.	3,458,907	US$1.2b	0.1%	0.01%
4.88%	Wellington Management Group LLP	1,931,374	US$645.1m	-4.55%	0.09%
3.15%	FMR LLC	1,248,823	US$417.1m	47.9%	0.02%
3.07%	TD Asset Management, Inc.	1,214,726	US$405.7m	2.73%	0.23%
2.99%	Edward Hyman	1,183,995	US$395.5m	0%	no data
2.93%	State Street Global Advisors, Inc.	1,159,743	US$387.4m	-1.41%	0.01%
2.57%	Invesco Ltd.	1,018,274	US$340.1m	0.11%	0.08%
2.34%	Geode Capital Management, LLC	924,900	US$308.9m	-1.66%	0.02%
2.12%	AQR Capital Management, LLC	839,134	US$280.3m	-11.6%	0.14%
2.08%	Boston Partners Global Investors, Inc.	824,360	US$275.3m	-34%	0.15%
1.61%	John Weinberg	636,890	US$212.7m	2.94%	no data
1.56%	T. Rowe Price Group, Inc.	617,332	US$206.2m	0.9%	0.02%
1.35%	Millennium Management LLC	536,646	US$179.2m	119%	0.11%
1.34%	Dimensional Fund Advisors LP	531,976	US$177.7m	1.46%	0.02%
1.22%	Norges Bank Investment Management	482,617	US$161.2m	-17%	0.01%
1.1%	UBS Asset Management AG	436,643	US$145.8m	-12.1%	0.01%
1.08%	Goldman Sachs Asset Management, L.P.	425,945	US$142.3m	34.2%	0.03%
1.06%	Bahl & Gaynor, Inc.	421,568	US$140.8m	-5.06%	0.63%
1.04%	Morgan Stanley	413,074	US$138.0m	8.33%	0.01%
0.99%	JP Morgan Asset Management	393,889	US$131.6m	-6.06%	0.01%
0.96%	Lord, Abbett & Co. LLC	381,901	US$127.6m	7.85%	0.35%
0.96%	William Blair Investment Management, LLC	380,139	US$127.0m	-9.94%	0.15%
0.82%	Invesco Capital Management LLC	325,552	US$108.7m	-3.12%	0.03%
0.81%	Northern Trust Global Investments	320,435	US$107.0m	-3.91%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/03/05 22:58
End of Day Share Price	2026/03/05 00:00
Earnings	2025/12/31
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 world class team 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. 8 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