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; 715 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 |
|---|---|---|---|---|---|---|
| Vanguard Portfolio Management LLC | 13G | 5.06%1.96M shares | New | Jul 31, 20261 filing | Jul 31, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.02%1.99M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| 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
18 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 |
|---|---|---|---|---|---|---|
| Jul 31, 202611:21 AM ET | Vanguard Portfolio Management LLC | 13G | 5.06%1.96M shares | New | Jun 30, 2026 | SEC |
| Apr 29, 20266:51 PM ET | Vanguard Capital Management LLC | 13G | 5.02%1.99M shares | New | Mar 31, 2026 | SEC |
| 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 |
| Oct 4, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 25, 20241:48 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jul 10, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 25, 202310:36 AM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Mar 9, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 25, 2022 | Hyman Edward S | 13DOld format | – | New | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 2, 20227:11 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 29, 20219:56 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
50 notices from officers, directors and other affiliates planning to sell Evercore Inc. shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Jun 11, 20265:07 PM ET | Timothy Gilbert LaLondeOfficer | 7.81K | $2.66M | Jun 11, 2026 | J.P. Morgan Securities LLC | SEC |
| May 4, 20264:35 PM ET | Altman Roger CDirector | 20.0K | $6.33M | May 4, 2026 | Merrill Lynch | SEC |
| Feb 6, 202612:42 PM ET | Klurfeld JasonOfficer | 5.00K | $1.80M | Feb 6, 2026 | Fidelity Brokerage Services LLC | SEC |
| Feb 5, 202610:39 AM ET | Pensa PaulOfficer | 1.45K | $507.9K | Feb 5, 2026 | Fidelity Brokerage Services LLC | SEC |
| Dec 9, 20253:31 PM ET | Pamela CarltonDirector | 192 | $65.8K | Dec 9, 2025 | MERRILL | SEC |
| Nov 7, 20254:31 PM ET | Altman Roger CDirector | 13.4K | $4.05M | Nov 7, 2025 | Merrill Lynch | SEC |
| Aug 22, 20256:14 PM ET | Altman Roger CDirector | 33.4K | $10.7M | Aug 22, 2025 | Merrill Lynch | SEC |
| Aug 5, 20254:43 PM ET | Timothy LaLondeOfficer | 8.41K | $2.48M | Aug 5, 2025 | UBS Financial Services Inc | SEC |
| Aug 1, 20255:23 PM ET | Klurfeld JasonOfficer | 5.50K | $1.57M | Aug 1, 2025 | Merrill Lynch | SEC |
| Jul 31, 20254:44 PM ET | Altman Roger CDirector | 23.4K | $7.06M | Jul 31, 2025 | Merrill Lynch | SEC |
| Mar 5, 20255:03 PM ET | Hyman Edward SDirector | 6.50K | $1.42M | Mar 5, 2025 | Rockefeller Capital Management | SEC |
| Mar 4, 20254:53 PM ET | Hyman Edward SDirector | 52.8K | $11.6M | Mar 4, 2025 | Rockefeller Capital Management | SEC |
| Mar 3, 20254:55 PM ET | Hyman Edward SDirector | 16.3K | $3.91M | Mar 3, 2025 | Rockefeller Capital Management | SEC |
| Feb 28, 20254:29 PM ET | Hyman Edward SDirector | 26.9K | $6.41M | Feb 28, 2025 | Rockefeller Capital Management | SEC |
| Feb 27, 20254:59 PM ET | Hyman Edward SDirector | 31.2K | $7.55M | Feb 27, 2025 | Rockefeller Capital Management | SEC |
| Feb 26, 20254:51 PM ET | Hyman Edward SDirector | 23.3K | $5.71M | Feb 26, 2025 | Rockefeller Capital Management | SEC |
| Feb 25, 20254:35 PM ET | Hyman Edward SDirector | 50.3K | $12.1M | Feb 25, 2025 | Rockefeller Capital Management | SEC |
| Feb 24, 20255:00 PM ET | Hyman Edward SDirector | 32.5K | $8.00M | Feb 24, 2025 | Rockefeller Capital Management | SEC |
| Feb 21, 20254:39 PM ET | Hyman Edward SDirector | 31.4K | $7.85M | Feb 21, 2025 | Rockefeller Capital Management | SEC |
| Feb 20, 20254:48 PM ET | Hyman Edward SDirector | 20.8K | $5.33M | Feb 20, 2025 | Rockefeller Capital Management | SEC |
| Feb 19, 20255:41 PM ET | Hyman Edward SDirector | 15.6K | $4.19M | Feb 19, 2025 | Rockefeller Capital Management | SEC |
| Feb 18, 20255:06 PM ET | Hyman Edward SDirector | 13.6K | $3.70M | Feb 18, 2025 | Rockefeller Capital Management | SEC |
| Feb 13, 20254:50 PM ET | Altman Roger CDirector | 16.3K | $4.36M | Feb 13, 2025 | Merrill Lynch | SEC |
| Feb 10, 20255:03 PM ET | Hyman Edward SDirector | 17.5K | $4.75M | Feb 10, 2025 | Rockefeller Capital Management | SEC |
| Feb 7, 20254:52 PM ET | Hyman Edward SDirector | 21.2K | $5.87M | Feb 7, 2025 | Rockefeller Capital Management | SEC |
Showing the latest 25. See the EVR notices from the last 12 months