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Evercore-A (EVR)
NYSE
$334.09-$0.06 (-0.02%)
Price as of Jul 13, 2026 6:18 PM EDT- $12.9BMarket Cap
- 15.38%1-Year Change
- Capital MarketsIndustry
Evercore-A (EVR)
$334.09-$0.06 (-0.02%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD GROUP INC | 9.93% | 3.8M | -62,041 (-1.62%) | Dec 31, 2025 |
BLACKROCK, INC. | 9.43% | 3.6M | +189,810 (+5.20%) | Mar 31, 2026 |
BLACKROCK FUNDING, INC. /DE | 9.24% | 3.6M | +72,568 (+2.03%) | Dec 31, 2024 |
BLACKROCK INC. | 9.06% | 3.5M | +38,655 (+1.10%) | Jun 30, 2024 |
BLACKROCK FUND ADVISORS | 7.98% | 3.1M | +374,089 (+12.11%) | Dec 31, 2016 |
N/A | 5.10% | 2.0M | +2.0M (+100.00%) | Mar 31, 2026 |
FMR LLC | 4.32% | 1.7M | +413,420 (+24.76%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD INDEX FUNDS | 7.79% | 3.0M | +100,846 (+3.35%) | Mar 31, 2026 |
FIDELITY CONTRAFUND | 1.38% | 532,163 | +32,257 (+6.06%) | Mar 31, 2026 |
AMCAP FUND | 1.08% | 419,245 | 0 (0.00%) | Feb 28, 2026 |
MFS SERIES TRUST XI | 0.97% | 375,525 | 0 (0.00%) | Mar 31, 2026 |
Fidelity Rutland Square Trust II | 0.92% | 357,202 | +122,239 (+34.22%) | Feb 28, 2026 |
John Hancock Funds III | 0.90% | 349,499 | -285,710 (-81.75%) | Mar 31, 2026 |
Capitol Series Trust | 0.82% | 315,652 | 0 (0.00%) | Apr 30, 2026 |
Current Ownership Distribution
- Institutions612.5M (74.87%)
- Mutual Funds201.1M (24.59%)
- Insiders4.4M (0.54%)
- Other0 (0.00%)
Insider Transactions
- 0.54% (4.4M)Current InsiderOwnership (%, shares)
- 1Number of InsiderBuying (last 12 months)
- $3.3MAmount of InsiderBuying (last 12 months)
- 3Number of InsiderSelling (last 12 months)
- $42.0MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
LaLonde Timothy Gilbert Chief Financial Officer | Sell | Jun 11, 2026 | $2.7M | 7,808 | $343.06 | 34,800 |
Carlton Pamela G | Award | Jun 10, 2026 | $0.00 | 364 | $0.00 | 3,845 |
MILLARD ROBERT B | Award | Jun 10, 2026 | $0.00 | 815 | $0.00 | 53,497 |
VARNEY CHRISTINE A | Award | Jun 10, 2026 | $0.00 | 727 | $0.00 | 884 |
WHEELER WILLIAM J | Award | Jun 10, 2026 | $0.00 | 364 | $0.00 | 12,642 |
Williamson Sarah K | Award | Jun 10, 2026 | $0.00 | 727 | $0.00 | 14,072 |
Robertson Sir Simon | Award | Jun 10, 2026 | $0.00 | 364 | $0.00 | 9,715 |
FUTTER ELLEN V | Award | Jun 10, 2026 | $0.00 | 364 | $0.00 | 7,312 |
Williamson Sarah K | Buy | Mar 06, 2026 | $580,860.00 | 2,000 | $290.43 | 13,345 |
Altman Roger C Founder and Senior Chairman | Award | Feb 19, 2026 | $0.00 | 30,062 | $0.00 | 84,152 |
Lindsey-Clark Matthew Co-Head EMEA IB | Award | Feb 19, 2026 | $0.00 | 7,638 | $0.00 | 27,847 |
WEINBERG JOHN S CEO/Chairman | Award | Feb 19, 2026 | $0.00 | 31,528 | $0.00 | 636,890 |
Klurfeld Jason General Counsel | Award | Feb 19, 2026 | $0.00 | 8,799 | $0.00 | 57,793 |
LaLonde Timothy Gilbert Chief Financial Officer | Award | Feb 19, 2026 | $0.00 | 12,465 | $0.00 | 42,608 |
Pensa Paul Contr, Prin. Acct.Officer | Award | Feb 19, 2026 | $0.00 | 1,867 | $0.00 | 6,889 |
Klurfeld Jason General Counsel | Sell | Feb 06, 2026 | $1.8M | 5,000 | $360.00 | 49,368 |
Pensa Paul Contr, Prin. Acct.Officer | Sell | Feb 05, 2026 | $507,949.50 | 1,450 | $350.31 | 5,022 |
Lindsey-Clark Matthew Co-Head EMEA IB | In Kind | Feb 04, 2026 | $1.2M | 3,578 | $346.23 | 20,209 |
WEINBERG JOHN S CEO/Chairman | In Kind | Feb 04, 2026 | $4.6M | 13,360 | $346.23 | 605,362 |
Altman Roger C Founder and Senior Chairman | In Kind | Feb 04, 2026 | $4.7M | 13,554 | $346.23 | 54,090 |
LaLonde Timothy Gilbert Chief Financial Officer | In Kind | Feb 04, 2026 | $2.5M | 7,320 | $346.23 | 30,143 |
Klurfeld Jason General Counsel | In Kind | Feb 04, 2026 | $1.8M | 5,319 | $346.23 | 54,368 |
Pensa Paul Contr, Prin. Acct.Officer | In Kind | Feb 04, 2026 | $434,521.79 | 1,255 | $346.23 | 6,472 |
LaLonde Timothy Gilbert Chief Financial Officer | Exempt | Dec 31, 2025 | $0.00 | 100,000 | $0.00 | 0 |
LaLonde Timothy Gilbert Chief Financial Officer | Exempt | Dec 31, 2025 | $0.00 | 150,000 | $0.00 | 150,000 |
Altman Roger C Founder and Senior Chairman | Gift | Nov 06, 2025 | $0.00 | 33,400 | $0.00 | 103,734 |
Harris Gail Block | Gift | Sep 05, 2025 | $0.00 | 33 | $0.00 | 39,787 |
Altman Roger C Founder and Senior Chairman | Gift | Aug 22, 2025 | $0.00 | 33,400 | $0.00 | 137,134 |
Klurfeld Jason General Counsel | Sell | Aug 01, 2025 | $1.6M | 5,500 | $285.85 | 59,687 |
Altman Roger C Founder and Senior Chairman | Gift | Jul 31, 2025 | $0.00 | 23,400 | $0.00 | 170,534 |