EVRNYSEInvestment AdviceFiscal year ends December 31
Evercore Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$247.96−6.12 (-2.41%)
Close on Oct 19, 2026
- Market cap
- $10.20B
- P/E (TTM)
- 14.0
- Dividend yield
- 1.34%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.3%
36M of 38M shares
Institutional holders
712
111 new, 46 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 4 sales
Net sold $4.47M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,191,057 | 8.50% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 1,989,795 | 5.02% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 1,960,312 | 5.06% | 13G (passive) | Jun 30, 2026 |
| Wellington Management Group LLP | 1,931,374 | 5.00% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EVR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,715,623 | 9.66% | $1.27B | +66,765 | 0.02% |
| Vanguard Portfolio Management LLC | 1,956,150 | 5.09% | $667.91M | −17,994 | 0.03% |
| Aqr Capital Management LLC | 1,710,982 | 4.45% | $584.20M | +394,130 | 0.20% |
| Vanguard Capital Management LLC | 1,680,210 | 4.37% | $573.69M | −14,739 | 0.01% |
| Invesco Ltd. | 1,602,673 | 4.17% | $547.22M | +177,987 | 0.04% |
| State Street Corp | 1,206,119 | 3.14% | $411.82M | +27,095 | 0.01% |
| FMR LLC | 1,132,481 | 2.94% | $386.67M | −537,181 | 0.02% |
| Geode Capital Management, LLC | 1,098,427 | 2.86% | $375.11M | +55,089 | 0.02% |
| Morgan Stanley | 803,015 | 2.09% | $274.18M | −114,786 | 0.01% |
| Millennium Management LLC | 637,464 | 1.66% | $217.66M | +568,306 | 0.08% |
| Wellington Management Group Llp | 624,987 | 1.63% | $213.40M | +1,728 | 0.04% |
| Boston Partners | 614,517 | 1.60% | $209.82M | +34,343 | 0.19% |
| TD Asset Management Inc | 609,109 | 1.58% | $207.97M | −349,363 | 0.18% |
| Dimensional Fund Advisors LP | 556,420 | 1.45% | $189.97M | +7,890 | 0.03% |
| UBS Group AG | 503,403 | 1.31% | $171.88M | +210,798 | 0.02% |
| Fisher Asset Management, LLC | 423,875 | 1.10% | $144.73M | −844 | 0.04% |
| Norges Bank | 417,041 | 1.08% | $142.39M | New | 0.01% |
| JPMorgan Chase & Co | 409,197 | 1.06% | $137.52M | −59,685 | 0.01% |
| Bahl & Gaynor Inc | 395,493 | 1.03% | $135.04M | −6,340 | 0.62% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 393,112 | 1.02% | $134.22M | +74,145 | 0.13% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 712 | 36M | 93.3% | 111 / 259 | 239 / 46 | 4M | 4M |
| Q1 2026 | 656 | 35M | 91.6% | 105 / 275 | 191 / 76 | 10M | 6M |
| Q4 2025 | 635 | 35M | 91.5% | 85 / 202 | 252 / 69 | 4M | 4M |
| Q3 2025 | 628 | 35M | 91.6% | 126 / 221 | 190 / 57 | 5M | 6M |
| Q2 2025 | 566 | 36M | 93.4% | 118 / 199 | 188 / 100 | 9M | 7M |
| Q1 2025 | 551 | 34M | 89.6% | 77 / 226 | 183 / 103 | 7M | 6M |
| Q4 2024 | 584 | 33M | 86.6% | 114 / 191 | 199 / 36 | 4M | 4M |
| Q3 2024 | 514 | 34M | 88.7% | 94 / 160 | 173 / 48 | 7M | 4M |
| Q2 2024 | 471 | 35M | 92.0% | 62 / 155 | 183 / 59 | 3M | 4M |
| Q1 2024 | 473 | 36M | 94.4% | 75 / 160 | 164 / 37 | 5M | 4M |
| Q4 2023 | 436 | 35M | 91.7% | 66 / 136 | 174 / 23 | 4M | 2M |
| Q3 2023 | 397 | 33M | 86.3% | 53 / 126 | 168 / 53 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EVR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,326,561 | 3.45% | $452.94M | 0.36% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,166,616 | 3.03% | $398.33M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 842,207 | 2.19% | $287.56M | 0.15% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 443,476 | 1.15% | $151.42M | 0.15% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 378,640 | 0.98% | $121.38M | 2.23% | Jul 31, 2026 |
| Disciplined Value Mid Cap Fund | 350,270 | 0.91% | $119.60M | 0.52% | Jun 30, 2026 |
| Invesco Discovery Fund | 320,054 | 0.83% | $109.09M | 1.39% | May 31, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 294,652 | 0.77% | $100.61M | 0.79% | Jun 30, 2026 |
| Invesco Discovery Mid Cap Growth Fund | 286,267 | 0.74% | $91.77M | 1.35% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 279,079 | 0.73% | $95.13M | 0.04% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 266,935 | 0.69% | $91.14M | 0.13% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 242,932 | 0.63% | $82.95M | 0.18% | Jun 30, 2026 |
| Vanguard Primecap Core Fund | 219,190 | 0.57% | $74.84M | 0.41% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 218,860 | 0.57% | $70.16M | 0.05% | Jul 31, 2026 |
| The Hartford Growth Opportunities Fund | 216,719 | 0.56% | $69.47M | 1.06% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Roger C. Altman | Founder and Senior Chairman, Director | 177,399 | 0.46% | Feb 23, 2026 |
| John S. Weinberg | CEO/Chairman, Director | 636,891 | 1.66% | Feb 23, 2026 |
| Timothy Gilbert LaLonde | Chief Financial Officer | 34,800 | 0.09% | Jun 15, 2026 |
| Matthew Lindsey-Clark | Co-Head EMEA IB | 27,847 | 0.07% | Feb 23, 2026 |
| Paul Pensa | Contr, Prin. Acct.Officer | 6,889 | 0.02% | Feb 23, 2026 |
| Jason Klurfeld | General Counsel | 57,794 | 0.15% | Feb 23, 2026 |
| Edward S. Hyman | Vice Chair EVR & Chairman EISI | 4,245,455 | 11.04% | Feb 10, 2025 |
| Gail Block Harris | Director | 40,151 | 0.10% | Jun 12, 2026 |
| Ellen V. Futter | Director | 7,312 | 0.02% | Jun 12, 2026 |
| William J. Wheeler | Director | 12,642 | 0.03% | Jun 12, 2026 |
| Pamela G. Carlton | Director | 3,845 | 0.01% | Jun 12, 2026 |
| Sir Simon Robertson | Director | 9,715 | 0.03% | Jun 12, 2026 |
| Robert B. Millard | Director | 53,497 | 0.14% | Jun 12, 2026 |
| Sarah K. Williamson | Director | 14,072 | 0.04% | Jun 12, 2026 |
| Wilard J. Overlock Jr | Director | 15,279 | 0.04% | Jun 12, 2026 |
| Christine A. Varney | Director | 884 | 0.00% | Jun 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Timothy Gilbert LaLonde Chief Financial Officer | Jun 11, 2026 | Sale | −7,808 | $343.06 | $2.68M | 34,800 |
| Pamela G. Carlton Director | Jun 10, 2026 | Award | +364 | – | – | 3,845 |
| William J. Wheeler Director | Jun 10, 2026 | Award | +364 | – | – | 12,642 |
| Ellen V. Futter Director | Jun 10, 2026 | Award | +364 | – | – | 7,312 |
| Christine A. Varney Director | Jun 10, 2026 | Award | +727 | – | – | 884 |
| Gail Block Harris Director | Jun 10, 2026 | Award | +364 | – | – | 40,151 |
| Sir Simon Robertson Director | Jun 10, 2026 | Award | +364 | – | – | 9,715 |
| Robert B. Millard Director | Jun 10, 2026 | Award | +815 | – | – | 53,497 |
| Sarah K. Williamson Director | Jun 10, 2026 | Award | +727 | – | – | 14,072 |
| Wilard J. Overlock Jr Director | Jun 10, 2026 | Award | +727 | – | – | 15,279 |
| Sarah K. Williamson Director | Mar 6, 2026 | Buy | +2,000 | $290.43 | $580.86K | 13,345 |
| John S. Weinberg CEO/Chairman, Director | Feb 19, 2026 | Award | +31,528 | – | – | 636,890 |
| Paul Pensa Contr, Prin. Acct.Officer | Feb 19, 2026 | Award | +1,867 | – | – | 6,889 |
| Timothy Gilbert LaLonde Chief Financial Officer | Feb 19, 2026 | Award | +12,465 | – | – | 42,608 |
| Matthew Lindsey-Clark Co-Head EMEA IB | Feb 19, 2026 | Award | +7,638 | – | – | 27,847 |
| Roger C. Altman Founder and Senior Chairman, Director | Feb 19, 2026 | Award | +30,062 | – | – | 84,152 |
| Jason Klurfeld General Counsel | Feb 19, 2026 | Award | +8,799 | – | – | 57,793 |
| Jason Klurfeld General Counsel | Feb 13, 2026 | Tax withholding | −374 | $328.56 | $122.88K | 48,994 |
| Jason Klurfeld General Counsel | Feb 6, 2026 | Sale | −5,000 | $360.00 | $1.80M | 49,368 |
| Paul Pensa Contr, Prin. Acct.Officer | Feb 5, 2026 | Sale | −1,450 | $350.31 | $507.95K | 5,022 |
| Jason Klurfeld General Counsel | Feb 4, 2026 | Tax withholding | −5,319 | $346.23 | $1.84M | 54,368 |
| Roger C. Altman Founder and Senior Chairman, Director | Feb 4, 2026 | Tax withholding | −13,554 | $346.23 | $4.69M | 54,090 |
| John S. Weinberg CEO/Chairman, Director | Feb 4, 2026 | Tax withholding | −13,360 | $346.23 | $4.63M | 605,362 |
| Matthew Lindsey-Clark Co-Head EMEA IB | Feb 4, 2026 | Tax withholding | −3,578 | $346.23 | $1.24M | 20,209 |
| Paul Pensa Contr, Prin. Acct.Officer | Feb 4, 2026 | Tax withholding | −1,255 | $346.23 | $434.52K | 6,472 |
| Timothy Gilbert LaLonde Chief Financial Officer | Feb 4, 2026 | Tax withholding | −7,320 | $346.23 | $2.53M | 30,143 |
| Pamela G. Carlton Director | Dec 9, 2025 | Sale | −192 | $343.11 | $65.88K | 3,481 |
| Gail Block Harris Director | Sep 5, 2025 | Gift | −33 | – | – | 39,787 |
| Timothy Gilbert LaLonde Chief Financial Officer | Aug 5, 2025 | Sale | −8,407 | $295.44 | $2.48M | 37,463 |
| Jason Klurfeld General Counsel | Aug 1, 2025 | Sale | −5,500 | $285.85 | $1.57M | 59,687 |
| Robert B. Millard Director | Jun 11, 2025 | Award | +1,181 | – | – | 52,682 |
| Gail Block Harris Director | Jun 11, 2025 | Award | +527 | – | – | 39,820 |
| Sir Simon Robertson Director | Jun 11, 2025 | Award | +527 | – | – | 9,351 |
| William J. Wheeler Director | Jun 11, 2025 | Award | +527 | – | – | 12,278 |
| Sarah K. Williamson Director | Jun 11, 2025 | Award | +1,054 | – | – | 11,345 |
| Wilard J. Overlock Jr Director | Jun 11, 2025 | Award | +1,054 | – | – | 14,552 |
| Pamela G. Carlton Director | Jun 11, 2025 | Award | +527 | – | – | 3,673 |
| Ellen V. Futter Director | Jun 11, 2025 | Award | +527 | – | – | 6,948 |
| Jason Klurfeld General Counsel | Mar 10, 2025 | Award | +30,000 | – | – | 65,187 |
| Timothy Gilbert LaLonde Chief Financial Officer | Feb 20, 2025 | Award | +12,292 | – | – | 45,870 |
| Paul Pensa Contr, Prin. Acct.Officer | Feb 20, 2025 | Award | +2,196 | – | – | 7,727 |
| Roger C. Altman Founder and Senior Chairman, Director | Feb 20, 2025 | Award | +15,711 | – | – | 67,644 |
| Jason Klurfeld General Counsel | Feb 20, 2025 | Award | +8,318 | – | – | 35,187 |
| John S. Weinberg CEO/Chairman, Director | Feb 20, 2025 | Award | +22,643 | – | – | 618,722 |
| Jason Klurfeld General Counsel | Feb 13, 2025 | Tax withholding | −374 | $266.58 | $99.70K | 26,869 |
| Roger C. Altman Founder and Senior Chairman, Director | Feb 12, 2025 | Gift | −16,300 | – | – | 51,933 |
| Edward S. Hyman Vice Chair EVR & Chairman EISI | Feb 10, 2025 | Sale | −17,502 | $271.68 | $4.75M | 1,643,035 |
| Paul Pensa Contr, Prin. Acct.Officer | Feb 7, 2025 | Sale | −1,863 | $281.23 | $523.93K | 5,531 |
| Edward S. Hyman Vice Chair EVR & Chairman EISI | Feb 7, 2025 | Sale | −21,184 | $277.20 | $5.87M | 1,660,537 |
| Edward S. Hyman Vice Chair EVR & Chairman EISI | Feb 6, 2025 | Sale | −17,139 | $285.56 | $4.89M | 1,681,721 |
| Jason Klurfeld General Counsel | Feb 4, 2025 | Tax withholding | −5,121 | $285.66 | $1.46M | 27,243 |
| John S. Weinberg CEO/Chairman, Director | Feb 4, 2025 | Tax withholding | −15,003 | $285.66 | $4.29M | 596,079 |
| Roger C. Altman Founder and Senior Chairman, Director | Feb 4, 2025 | Tax withholding | −15,713 | $285.66 | $4.49M | 68,233 |
| Timothy Gilbert LaLonde Chief Financial Officer | Feb 4, 2025 | Tax withholding | −6,985 | $285.66 | $2.00M | 33,578 |
| Paul Pensa Contr, Prin. Acct.Officer | Feb 4, 2025 | Tax withholding | −1,309 | $285.66 | $373.93K | 7,394 |
| Edward S. Hyman Vice Chair EVR & Chairman EISI | Feb 4, 2025 | Tax withholding | −7,659 | $285.66 | $2.19M | 1,698,860 |
| Edward S. Hyman Vice Chair EVR & Chairman EISI | Nov 22, 2024 | Sale | −20,814 | $310.52 | $6.46M | 1,706,519 |
| Edward S. Hyman Vice Chair EVR & Chairman EISI | Nov 21, 2024 | Sale | −9,888 | $309.18 | $3.06M | 1,727,333 |
| Edward S. Hyman Vice Chair EVR & Chairman EISI | Nov 20, 2024 | Sale | −10,855 | $299.09 | $3.25M | 1,737,221 |
| Edward S. Hyman Vice Chair EVR & Chairman EISI | Nov 19, 2024 | Sale | −8,986 | $298.87 | $2.69M | 1,748,076 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Gilbert LaLonde Timothy Officer | Jun 11, 2026 | 7,808 | $2.66M | Jun 11, 2026 | RSU Vesting |
| Roger C. Altman Director | May 4, 2026 | 20,000 | $6.33M | May 4, 2026 | Conversion of limited partnership units |
| Jason Klurfeld Officer | Feb 6, 2026 | 5,000 | $1.80M | Feb 6, 2026 | Restricted Stock Vesting |
| Paul Pensa Officer | Feb 5, 2026 | 1,450 | $507.95K | Feb 5, 2026 | Restricted Stock Vesting |
| Carlton Pamela DIRECTOR | Dec 9, 2025 | 192 | $65.78K | Dec 9, 2025 | STOCK BONUS |
| Roger C. Altman Director | Nov 7, 2025 | 13,400 | $4.05M | Nov 7, 2025 | Conversion of limited partnership units |
| Roger C. Altman Director | Aug 22, 2025 | 33,400 | $10.70M | Aug 22, 2025 | Conversion of limited partnership units |
| LaLonde Timothy Officer | Aug 5, 2025 | 8,407 | $2.48M | Aug 5, 2025 | Compensation |
| Jason Klurfeld Officer | Aug 1, 2025 | 5,500 | $1.57M | Aug 1, 2025 | Vesting of restricted stock unit award |
| Roger C. Altman Director | Jul 31, 2025 | 23,400 | $7.06M | Jul 31, 2025 | Conversion of limited partnership units |
| Edward S. Hyman Director | Mar 5, 2025 | 6,500 | $1.42M | Mar 5, 2025 | Payment for services Rendered |
| Edward S. Hyman Director | Mar 4, 2025 | 52,847 | $11.58M | Mar 4, 2025 | Payment for services Rendered |
| Edward S. Hyman Director | Mar 3, 2025 | 16,300 | $3.91M | Mar 3, 2025 | Payment for services Rendered |
| Edward S. Hyman Director | Feb 28, 2025 | 26,885 | $6.41M | Feb 28, 2025 | Payment for services Rendered |
| Edward S. Hyman Director | Feb 27, 2025 | 31,246 | $7.55M | Feb 27, 2025 | Payment for services Rendered |