Evercore Inc.
EVR- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001360901
No open-market purchases or sales by Evercore Inc. insiders were filed in the last 90 days; 714 institutions reported holding it in 13F filings for Q2 2026, worth $12.2B in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +65 vs. previous quarter
- 714
- 13F valueReported value at the end of Q2 2026
- $12.2B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding EVR, Q2 2026
No superinvestor reported holding EVR at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Evercore Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 (view filing) | Jun 11 | 4 days | LaLonde Timothy GilbertChief Financial Officer | SSaleShares of Class A common stock, par value $0.01 per share | −7.81K | $343.06 | −$2.68M | −18.3%34.8K after | |
| Mar 10, 2026 (view filing) | Mar 6 | 4 days | Williamson Sarah KDirector | PPurchaseShares of Class A common stock, par value $0.01 per share | +2.00K | $290.43 | +$580.9K | +17.6%13.3K after | |
| Feb 6, 2026 (view filing) | Feb 6 | Same day | Klurfeld JasonGeneral Counsel | SSaleShares of Class A common stock, par value $0.01 per share | −5.00K | $360.00 | −$1.80M | −9.2%49.4K after | |
| Feb 6, 2026 (view filing) | Feb 5 | 1 day | Pensa PaulContr, Prin. Acct.Officer | SSaleShares of Class A common stock, par value $0.01 per share | −1.45K | $350.31 | −$507.9K | −22.4%5.02K after | |
| Dec 11, 2025 (view filing) | Dec 9 | 2 days | Carlton Pamela GDirector | SSaleShares of Class A common stock, par value $0.01 per share | −192 | $343.11 | −$65.9K | −5.2%3.48K after | |
| Aug 7, 2025 (view filing) | Aug 5 | 2 days | LaLonde Timothy GilbertChief Financial Officer | SSaleShares of Class A common stock, par value $0.01 per share | −8.41K | $295.44 | −$2.48M | −18.3%37.5K after | |
| Aug 5, 2025 (view filing) | Aug 1 | 4 days | Klurfeld JasonGeneral Counsel | SSaleShares of Class A common stock, par value $0.01 per share | −5.50K | $285.85 | −$1.57M | −8.4%59.7K after | |
| Feb 10, 2025 (view filing) | Feb 7 | 3 days | Pensa PaulContr, Prin. Acct.Officer | SSaleShares of Class A common stock, par value $0.01 per share | −1.86K | $281.23 | −$523.9K | −25.2%5.53K after | |
| Feb 10, 2025 (view filing) | Feb 6-10 | 4 days | Hyman Edward SVice Chair EVR & Chairman EISI | SSaleShares of Class A common stock, par value $0.01 per share | −55.8K | $278.04 | −$15.5M | −3.3%1.64M after | 3 lots |
| Nov 22, 2024 (view filing) | Nov 20-22 | 2 days | Hyman Edward SVice Chair EVR & Chairman EISI | SSaleShares of Class A common stock, par value $0.01 per share | −41.6K | $307.22 | −$12.8M | −2.4%1.71M after | 3 lots |
Top 10 13F holders, Q2 2026
The largest institutional positions in Evercore Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,715,623 | $1.27B | 0.02% | +66,765+1.8% | Added |
| Vanguard Portfolio Management LLC | 1,956,150 | $667.9M | 0.03% | −17,994−0.9% | Reduced |
| AQR Capital Management LLC | 1,710,982 | $584.2M | 0.20% | +394,130+29.9% | Added |
| Vanguard Capital Management LLC | 1,680,210 | $573.7M | 0.01% | −14,739−0.9% | Reduced |
| Invesco Ltd. | 1,602,673 | $547.2M | 0.04% | +177,987+12.5% | Added |
| State Street Corp | 1,206,119 | $411.8M | 0.01% | +27,095+2.3% | Added |
| FMR LLC | 1,132,481 | $386.7M | 0.02% | −537,181−32.2% | Reduced |
| Geode Capital Management, LLC | 1,098,427 | $375.1M | 0.02% | +55,089+5.3% | Added |
| Morgan Stanley | 803,015 | $274.2M | 0.01% | −114,786−12.5% | Reduced |
| Millennium Management LLC | 637,464 | $217.7M | 0.15% | +568,306+821.8% | Added |