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.
Holders of 5% or more of EVR
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Evercore Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 13G/A | 5.00%1.93M shares | −0.20 ppfrom 5.20% | Nov 12, 20252 filings | Feb 10, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
4 Schedule 13D and 13G filings on Evercore Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Mar 26, 20266:22 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Feb 10, 202611:21 AM ET | Wellington Management Group LLPand 2 others | 13G/A | 5.00%1.93M shares | −0.20 ppfrom 5.20% | Dec 31, 2025 | SEC |
| Nov 12, 20259:33 AM ET | Wellington Management Group LLPand 2 others | 13G | 5.20%2.02M shares | New | Sep 30, 2025 | SEC |
| Feb 12, 20254:34 PM ET | Hyman Edward S | 13D/A | 4.30%1.64M shares | –Below 5% | Feb 10, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Evercore Inc. shares.
No Form 144 notices for Evercore Inc. are on file.