Evercore Inc. (EVR) Shareholders & Insider Trades
Evercore shareholders at a glance
The largest holder of Evercore stock is BlackRock Advisors LLC, with 3.6 million shares (9.23% of the company), worth about $1.02 billion as of September 25, 2026. The 10 largest holders together own 40.3%.
In Q2 2026, 745 institutional holdings reports listed shares worth $12.30 billion.
Insiders reported 35 transactions in the last two years: 11 sales worth $84.08 million and 1 purchase. The newest one on file is from March 6, 2026 (Williamson Sarah K, Director).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through March 6, 2026.
Evercore Inc.
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest Evercore shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Advisors LLC | 3.6 million | 9.23% | $1.0B |
| Vanguard Portfolio Management LLC | 2.0 million | 5.09% | $560.0M |
| AQR Capital Management LLC | 1.7 million | 4.45% | $490.0M |
| Vanguard Capital Management LLC | 1.7 million | 4.37% | $481.0M |
| Invesco Advisers, Inc. | 1.6 million | 4.17% | $459.0M |
| State Street Corporation | 1.2 million | 3.14% | $345.0M |
| Fidelity Management & Research Co. LLC | 1.1 million | 2.94% | $324.0M |
| Geode Capital Management LLC | 1.1 million | 2.86% | $315.0M |
| Eaton Vance Management | 803,015 | 2.09% | $230.0M |
| TD Waterhouse Private Investment Counsel, Inc. | 742,141 | 1.93% | $213.0M |
As of September 25, 2026.
Evercore institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 745 | – | $12.3B |
| Q1 2026 | 690 | 35.2 million | $10.5B |
| Q4 2025 | 660 | 35.2 million | $12.0B |
| Q3 2025 | 653 | 35.4 million | $11.9B |
| Q2 2025 | 597 | 35.9 million | $9.7B |
| Q1 2025 | 582 | 34.5 million | $6.9B |
| Q4 2024 | 605 | 33.3 million | $9.2B |
| Q3 2024 | 538 | 34.2 million | $8.6B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
Evercore insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Williamson Sarah K | Mar 6, 2026 | Director | Purchase at price 290.43 per share. | $580,860 |
| Weinberg John S. | Feb 19, 2026 | Chief Executive Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Klurfeld Jason | Feb 19, 2026 | General Counsel | Stock Award(Grant) at price 0.00 per share. | – |
| Lalonde Timothy Gilbert | Feb 19, 2026 | Chief Financial Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Lindsey-Clark Matthew | Feb 19, 2026 | Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Altman Roger C | Feb 19, 2026 | Chairman of the Board | Stock Award(Grant) at price 0.00 per share. | – |
| Pensa Paul | Feb 19, 2026 | Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Klurfeld Jason | Feb 6, 2026 | General Counsel | Sale at price 360.00 per share. | $1.8M |
| Pensa Paul | Feb 5, 2026 | Officer | Sale at price 350.31 per share. | $507,950 |
| Lalonde Timothy Gilbert | Dec 31, 2025 | Chief Financial Officer | Conversion of Exercise of derivative security at price 340.25 per share. | $34.0M |
| Carlton Pamela G | Dec 9, 2025 | Director | Sale at price 343.11 per share. | $65,877 |
| Harris Gail Block | Sep 5, 2025 | Director | Stock Gift at price 0.00 per share. | – |
Newest 12 of 35 insider transactions in the last two years.
Questions and answers
Who owns the most Evercore stock?
BlackRock Advisors LLC, with 9.23% of the company (as of September 25, 2026). Next: Vanguard Portfolio Management LLC (5.09%) and AQR Capital Management LLC (4.45%).
How many institutions own Evercore stock?
745 institutional holdings reports listed Evercore shares in Q2 2026 worth $12.30 billion.
Are Evercore insiders buying or selling the stock?
In the last two years insiders reported 11 sales and 1 purchase (35 transactions in all); the newest on file is from March 6, 2026.
