Evercore
EVR
267.26
-0.82
-0.31%
Evercore
US · EVR
#1462 by market cap
Listed 1970
267.26
-0.82
-0.31%
Live - 5344 symbols - heartbeat 226s ago
· 2026-10-08 08:21
Pre-market
263.10
-1.56%
After-hours
267.26
0.00%
Overnight
265.04
-0.83%
- Market cap
- 10.28B
- P/E (TTM)i
- 15.05
- P/Bi
- 5.53
- EPSi
- 14.05
- Div yieldi
- 1.28%
- 52W posi
- 12%
Reader sentiment
Are you bullish or bearish on EVR?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 4 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.4 percentage points.
Institutional ownership
- Held by institutions
- 94.59% -0.40pp
- Institutions
- 800 -4
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund75.77%
Hedge Fund11.00%
Individual/Insider5.08%
Public Company2.85%
Government Pension Fund2.16%
Sovereign Wealth Fund1.09%
Private Company0.81%
Family Office/Trust0.34%
Insurance Company0.34%
Other0.56%
Top holders as of 2026-06-30
BlackRock
9.66% · 3.72M sh
Vanguard Portfolio Management, LLC
5.09% · 1.96M sh
Vanguard Capital Management, LLC
5.00% · 1.92M sh
AQR Capital Management
4.40% · 1.69M sh
State Street Global Advisors
3.14% · 1.21M sh
Edward Hyman
3.08% · 1.18M sh
Invesco Ltd.
3.05% · 1.17M sh
FMR
2.92% · 1.12M sh
Geode Capital Management, LLC
2.86% · 1.10M sh
Millennium Management LLC
1.75% · 671.92K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 26 buys · 22 sells
| Name | Role | Stake |
|---|---|---|
| Edward Hyman | Founder, Vice Chairman and Chairman & Head of Economic Research of Evercore ISI | 3.08% |
| John Weinberg | Chairperson & CEO | 1.49% |
| Robert Millard | Independent Director | 0.13% |
| Gail Harris | Lead Independent Director | 0.10% |
| Roger Altman | Founder & Senior Chairman | 0.07% |
| Willard Overlock | Independent Director | 0.04% |
| Sarah Williamson | Independent Director | 0.03% |
| William Wheeler | Independent Director | 0.03% |
| Matthew Lindsey-Clark | CEO of EMEA Advisory, Global Advisory Europe & Senior MD | 0.03% |
| Simon Robertson | Independent Director | 0.02% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-06-10 | Timothy LaLonde | Senior MD & Chief Financial Officer | Open Market Disposition | -7,808 | $343.06 |
| 2026-06-09 | Ellen Futter | Independent Director | Other Acquisition | +364 | -- |
| 2026-06-09 | Willard Overlock | Independent Director | Other Acquisition | +727 | -- |
| 2026-06-09 | Robert Millard | Independent Director | Other Acquisition | +815 | -- |
| 2026-06-09 | Christine Varney | Director | Other Acquisition | +727 | -- |
| 2026-06-09 | Simon Robertson | Independent Director | Other Acquisition | +364 | -- |
| 2026-06-09 | William Wheeler | Independent Director | Other Acquisition | +364 | -- |
| 2026-06-09 | Pamela Carlton | Independent Director | Other Acquisition | +364 | -- |
| 2026-06-09 | Gail Harris | Lead Independent Director | Other Acquisition | +364 | -- |
| 2026-06-09 | Sarah Williamson | Independent Director | Other Acquisition | +727 | -- |
| 2026-05-03 | Roger Altman | Founder & Senior Chairman | Intent to Sell (Form 144) | -20,000 | $316.30 |
| 2026-03-05 | Sarah Williamson | Independent Director | Open Market Acquisition | +2,000 | $290.43 |
| 2026-02-28 | Christine Varney | Director | Initial Statement of Beneficial | 0 | -- |
| 2026-02-18 | Roger Altman | Founder & Senior Chairman | Other Acquisition | +30,062 | -- |
| 2026-02-18 | Matthew Lindsey-Clark | CEO of EMEA Advisory, Global Advisory Europe & Senior MD | Other Acquisition | +7,638 | -- |
| 2026-02-18 | Timothy LaLonde | Senior MD & Chief Financial Officer | Other Acquisition | +12,465 | -- |
| 2026-02-18 | John Weinberg | Chairperson & CEO | Other Acquisition | +31,528 | -- |
| 2026-02-18 | Paul Pensa | Senior MD, Co-Director of Global Finance, Principal Accounting Officer & Controller | Other Acquisition | +1,867 | -- |
| 2026-02-18 | Jason Klurfeld | Senior MD, Corporate Secretary & General Counsel | Other Acquisition | +8,799 | -- |
| 2026-02-12 | Jason Klurfeld | Senior MD, Corporate Secretary & General Counsel | Sale to Issuer | -374 | $328.56 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 08:21:30 · For reference only, not investment advice and not tailored to your situation.