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EVR Insider Trading

Insider Ownership Percentage: 6.08%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $11,708,640.55

Evercore Insider Trading History Chart

This chart shows the insider buying and selling history at Evercore by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Evercore Share Price & Price History

Current Price: $357.16
Price Change: ▲ Price Increase of +6.015 (1.71%)
As of 02/6/2026 04:59 PM ET

This chart shows the closing price history over time for EVR up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Evercore Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/6/2026Jason KlurfeldGeneral CounselSell5,000$360.00$1,800,000.0049,368View SEC Filing Icon  
2/5/2026Paul PensaInsiderSell1,450$350.31$507,949.505,022View SEC Filing Icon  
12/9/2025Pamela G. CarltonDirectorSell192$343.11$65,877.123,481View SEC Filing Icon  
8/5/2025Timothy Gilbert LalondeCFOSell8,407$295.44$2,483,764.0837,463View SEC Filing Icon  
8/1/2025Jason KlurfeldGeneral CounselSell5,500$285.85$1,572,175.0059,687View SEC Filing Icon  
2/10/2025Edward S. HymanChairmanSell17,502$271.68$4,754,943.361,643,035View SEC Filing Icon  
2/7/2025Paul PensaInsiderSell1,863$281.23$523,931.495,531View SEC Filing Icon  
2/6/2025Edward S. HymanChairmanSell17,139$285.56$4,894,212.841,681,721View SEC Filing Icon  
11/22/2024Edward S. HymanChairmanSell20,814$310.52$6,463,163.281,706,519View SEC Filing Icon  
11/20/2024Edward S. HymanChairmanSell10,855$299.09$3,246,621.951,737,221View SEC Filing Icon  
11/18/2024Edward S. HymanChairmanSell11,154$298.55$3,330,026.701,757,062View SEC Filing Icon  
11/14/2024Edward S. HymanChairmanSell10,869$300.08$3,261,569.521,776,766View SEC Filing Icon  
11/12/2024Edward S. HymanChairmanSell10,305$308.32$3,177,237.601,799,951View SEC Filing Icon  
11/8/2024Edward S. HymanChairmanSell12,162$306.80$3,731,301.601,810,256View SEC Filing Icon  
11/6/2024Edward S. HymanChairmanSell50,000$316.38$15,819,000.001,856,519View SEC Filing Icon  
8/21/2024Timothy Gilbert LalondeCFOSell3,750$238.72$895,200.0040,563View SEC Filing Icon  
7/29/2024Pamela G. CarltonDirectorSell534$247.07$131,935.383,146View SEC Filing Icon  
2/13/2024Timothy Gilbert LalondeCFOSell3,337$178.74$596,455.3827,291View SEC Filing Icon  
2/8/2024Jason KlurfeldGeneral CounselSell5,877$173.21$1,017,955.1722,099View SEC Filing Icon  
2/7/2024Paul PensaInsiderSell1,540$170.38$262,385.204,447View SEC Filing Icon  
2/1/2024Timothy Gilbert LalondeCFOSell2,500$173.51$433,775.0037,172View SEC Filing Icon  
12/5/2023Richard I. BeattieDirectorSell6,522$151.31$986,843.8217,000View SEC Filing Icon  
8/14/2023Pamela G. CarltonDirectorSell592$136.69$80,920.483,041View SEC Filing Icon  
5/31/2023Timothy Gilbert LalondeCFOSell2,500$108.88$272,200.0039,672View SEC Filing Icon  
3/1/2023Richard I. BeattieDirectorSell5,000$130.90$654,500.0022,453View SEC Filing Icon  
2/15/2023Jason KlurfeldGeneral CounselSell357$135.12$48,237.8432,476View SEC Filing Icon  
2/13/2023Jason KlurfeldGeneral CounselSell5,231$133.00$695,723.0019,038View SEC Filing Icon  
2/7/2023Paul PensaCFOSell2,225$131.05$291,586.253,406View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Evercore (NYSE:EVR)

86.23% of Evercore stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at EVR by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Evercore Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/6/2026EverSource Wealth Advisors LLC1,774$0.60M0.0%+3.4%0.005%Search for SEC Filing on Google Icon
2/6/2026Legato Capital Management LLC7,768$2.64M0.2%+32.3%0.020%Search for SEC Filing on Google Icon
2/6/2026Evoke Wealth LLC1,049$0.36M0.0%-3.0%0.003%Search for SEC Filing on Google Icon
2/6/2026Axxcess Wealth Management LLC41,400$14.09M0.1%+105.0%0.107%Search for SEC Filing on Google Icon
2/6/2026BOK Financial Private Wealth Inc.2,602$0.89M0.1%-1.6%0.007%Search for SEC Filing on Google Icon
2/6/2026Global Retirement Partners LLC1,105$0.38M0.0%+122.3%0.003%Search for SEC Filing on Google Icon
2/6/2026Great Diamond Partners LLC3,887$1.32M0.3%+5.8%0.010%Search for SEC Filing on Google Icon
2/6/2026Prevail Innovative Wealth Advisors LLC14,450$4.92M0.9%+133.8%0.037%Search for SEC Filing on Google Icon
2/6/2026Cypress Capital LLC694$0.24M0.1%+8.3%0.002%Search for SEC Filing on Google Icon
2/6/2026Sierra Summit Advisors LLC2,581$0.88M0.1%N/A0.007%Search for SEC Filing on Google Icon
2/6/2026Princeton Capital Management LLC6,683$2.27M0.6%+4.3%0.017%Search for SEC Filing on Google Icon
2/6/2026IFP Advisors Inc229$78K0.0%-49.4%0.001%Search for SEC Filing on Google Icon
2/6/2026Intrust Bank NA2,968$1.01M0.1%+2.4%0.008%Search for SEC Filing on Google Icon
2/6/2026PNC Financial Services Group Inc.3,441$1.17M0.0%-1.2%0.009%Search for SEC Filing on Google Icon
2/6/2026Handelsbanken Fonder AB10,657$3.63M0.0%+16.6%0.028%Search for SEC Filing on Google Icon
2/6/2026TimesSquare Capital Management LLC168,674$57.39M0.9%+13.4%0.436%Search for SEC Filing on Google Icon
2/6/2026ProShare Advisors LLC104,670$35.61M0.1%-10.4%0.271%Search for SEC Filing on Google Icon
2/6/2026HighTower Advisors LLC6,655$2.26M0.0%+2.9%0.017%Search for SEC Filing on Google Icon
2/5/2026North Dakota State Investment Board1,304$0.44M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/5/2026Stephens Investment Management Group LLC245,062$83.38M1.1%-0.1%0.634%Search for SEC Filing on Google Icon
2/5/2026Dana Investment Advisors Inc.6,204$2.11M0.1%-4.6%0.016%Search for SEC Filing on Google Icon
2/5/2026Northwestern Mutual Investment Management Company LLC8,653$2.94M0.0%+0.6%0.022%Search for SEC Filing on Google Icon
2/5/2026Northwestern Mutual Wealth Management Co.39,610$13.48M0.0%+348.3%0.102%Search for SEC Filing on Google Icon
2/5/2026Isthmus Partners LLC3,465$1.18M0.1%N/A0.009%Search for SEC Filing on Google Icon
2/5/2026Thrivent Financial for Lutherans23,194$7.89M0.0%+8.3%0.060%Search for SEC Filing on Google Icon
2/5/2026Leeward Investments LLC MA37,395$12.72M0.6%-5.5%0.097%Search for SEC Filing on Google Icon
2/5/2026Pinnacle Associates Ltd.21,634$7.36M0.1%-0.3%0.056%Search for SEC Filing on Google Icon
2/5/2026Allworth Financial LP811$0.28M0.0%+6.3%0.002%Search for SEC Filing on Google Icon
2/4/2026Peregrine Investment Management Inc.25,110$8.54M5.3%-4.0%0.065%Search for SEC Filing on Google Icon
2/4/2026Empire Life Investments Inc.52,341$17.81M1.0%-17.4%0.135%Search for SEC Filing on Google Icon
2/4/2026Freedom Day Solutions LLC4,321$1.47M0.4%+2.1%0.011%Search for SEC Filing on Google Icon
2/4/2026Centric Wealth Management14,840$5.26M1.1%-3.3%0.038%Search for SEC Filing on Google Icon
2/4/2026Valeo Financial Advisors LLC825$0.28M0.0%-12.9%0.002%Search for SEC Filing on Google Icon
2/4/2026Swiss Life Asset Management Ltd2,744$0.93M0.0%+54.2%0.007%Search for SEC Filing on Google Icon
2/4/2026Securian Asset Management Inc.2,791$0.95M0.0%-3.5%0.007%Search for SEC Filing on Google Icon
2/3/2026NewEdge Wealth LLC1,117$0.38M0.0%-11.7%0.003%Search for SEC Filing on Google Icon
2/3/2026Washington Trust Advisors Inc.6,908$2.35M0.2%-1.9%0.018%Search for SEC Filing on Google Icon
2/3/2026F m Investments LLC10,253$3.49M0.1%-2.3%0.027%Search for SEC Filing on Google Icon
2/3/2026Crossmark Global Holdings Inc.2,303$0.78M0.0%+1.8%0.006%Search for SEC Filing on Google Icon
2/3/2026Ethic Inc.1,370$0.47M0.0%-6.1%0.004%Search for SEC Filing on Google Icon
2/3/2026Pier Capital LLC2,593$0.88M0.1%+25.2%0.007%Search for SEC Filing on Google Icon
2/3/2026Diversify Wealth Management LLC1,648$0.60M0.0%-1.9%0.004%Search for SEC Filing on Google Icon
2/3/2026MGO One Seven LLC2,670$0.91M0.0%+27.1%0.007%Search for SEC Filing on Google Icon
2/3/2026Crestwood Advisors Group LLC725$0.25M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/3/2026Sequoia Financial Advisors LLC16,577$5.64M0.0%+10.2%0.043%Search for SEC Filing on Google Icon
2/3/2026Gateway Investment Advisers LLC1,326$0.45M0.0%+26.3%0.003%Search for SEC Filing on Google Icon
2/3/2026Swedbank AB3,070$1.05M0.0%+2.3%0.008%Search for SEC Filing on Google Icon
2/3/2026BOKF NA37,531$12.77M0.2%-7.7%0.097%Search for SEC Filing on Google Icon
2/3/2026SBI Securities Co. Ltd.301$0.10M0.0%+30,000.0%0.001%Search for SEC Filing on Google Icon
2/3/2026Morse Asset Management Inc38,674$13.16M2.6%+0.2%0.100%Search for SEC Filing on Google Icon
2/2/2026Triasima Portfolio Management inc.13,096$4.46M0.7%+38.9%0.034%Search for SEC Filing on Google Icon
2/2/2026Truist Financial Corp8,930$3.04M0.0%-9.5%0.023%Search for SEC Filing on Google Icon
2/2/2026CENTRAL TRUST Co689$0.23M0.0%+526.4%0.002%Search for SEC Filing on Google Icon
2/2/2026Benjamin Edwards Inc.857$0.29M0.0%+8.9%0.002%Search for SEC Filing on Google Icon
2/2/2026Artemis Investment Management LLP205,687$69.99M0.8%+84.2%0.532%Search for SEC Filing on Google Icon
2/2/2026Horizon Investments LLC947$0.32M0.0%+11,737.5%0.002%Search for SEC Filing on Google Icon
2/2/2026Summit Place Financial Advisors LLC4,729$1.61M0.8%-4.9%0.012%Search for SEC Filing on Google Icon
2/2/2026Mutual Advisors LLC634$0.22M0.0%-8.8%0.002%Search for SEC Filing on Google Icon
1/30/2026New York State Teachers Retirement System48,162$16.39M0.0%+4.0%0.125%Search for SEC Filing on Google Icon
1/30/2026Precision Wealth Strategies LLC1,561$0.53M0.2%-23.3%0.004%Search for SEC Filing on Google Icon
1/30/2026State of New Jersey Common Pension Fund D12,554$4.27M0.0%-1.7%0.032%Search for SEC Filing on Google Icon
1/30/2026Pekin Hardy Strauss Inc.1,070$0.36M0.0%-4.9%0.003%Search for SEC Filing on Google Icon
1/30/2026Keybank National Association OH1,462$0.50M0.0%-31.9%0.004%Search for SEC Filing on Google Icon
1/30/2026Cadence Bank6,168$2.10M0.1%+3.8%0.016%Search for SEC Filing on Google Icon
1/30/2026Certuity LLC1,244$0.42M0.0%+4.3%0.003%Search for SEC Filing on Google Icon
1/30/2026Torren Management LLC271$92K0.0%N/A0.001%Search for SEC Filing on Google Icon
1/30/2026Mitsubishi UFJ Trust & Banking Corp4,774$1.62M0.0%-61.6%0.012%Search for SEC Filing on Google Icon
1/30/2026M&T Bank Corp3,552$1.21M0.0%+227.1%0.009%Search for SEC Filing on Google Icon
1/29/2026Comerica Bank12,830$4.37M0.0%-4.1%0.033%Search for SEC Filing on Google Icon
1/29/2026Pictet Asset Management Holding SA5,863$2M0.0%+5.9%0.015%Search for SEC Filing on Google Icon
1/29/2026State of Michigan Retirement System9,105$3.10M0.0%-1.1%0.024%Search for SEC Filing on Google Icon
1/29/2026Verdence Capital Advisors LLC33,157$11.28M0.7%+1.0%0.086%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG351,784$119.70M0.0%-12.6%0.909%Search for SEC Filing on Google Icon
1/29/2026Sanctuary Advisors LLC3,381$1.15M0.0%-1.8%0.009%Search for SEC Filing on Google Icon
1/29/2026Advisors Capital Management LLC21,965$7.47M0.1%-0.8%0.057%Search for SEC Filing on Google Icon
1/29/2026Vanguard Group Inc.3,840,147$1.31B0.0%-1.6%9.928%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System10,741$3.66M0.0%-6.1%0.028%Search for SEC Filing on Google Icon
1/28/2026Chicago Partners Investment Group LLC1,546$0.56M0.0%+6.8%0.004%Search for SEC Filing on Google Icon
1/28/2026Turtle Creek Wealth Advisors LLC929$0.32M0.0%N/A0.002%Search for SEC Filing on Google Icon
1/28/2026Peregrine Capital Management LLC40,846$13.90M0.4%+10.1%0.106%Search for SEC Filing on Google Icon
1/28/2026O ROURKE & COMPANY Inc2,729$0.93M0.4%-2.9%0.007%Search for SEC Filing on Google Icon
1/28/2026Teacher Retirement System of Texas10,877$3.70M0.0%-22.5%0.028%Search for SEC Filing on Google Icon
1/28/2026HB Wealth Management LLC2,202$0.75M0.0%+5.7%0.006%Search for SEC Filing on Google Icon
1/28/2026M&T Bank Corp14,213$4.84M0.0%+1,208.7%0.037%Search for SEC Filing on Google Icon
1/28/2026CPC Advisors LLC8,325$2.83M0.3%+10.4%0.022%Search for SEC Filing on Google Icon
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH12,487$4.25M0.0%-37.6%0.032%Search for SEC Filing on Google Icon
1/27/2026Optas LLC642$0.22M0.0%-44.0%0.002%Search for SEC Filing on Google Icon
1/27/2026TD Waterhouse Canada Inc.13,508$4.60M0.0%+7.8%0.035%Search for SEC Filing on Google Icon
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank 12,896$4.39M0.0%+7.7%0.033%Search for SEC Filing on Google Icon
1/27/2026Hudson Edge Investment Partners Inc.2,757$0.94M0.1%-12.9%0.007%Search for SEC Filing on Google Icon
1/27/2026Bayforest Capital Ltd630$0.21M0.2%N/A0.002%Search for SEC Filing on Google Icon
1/27/2026Elevated Capital Advisors LLC1,502$0.51M0.1%+34.7%0.004%Search for SEC Filing on Google Icon
1/27/2026Friedenthal Financial2,741$0.93M0.5%N/A0.007%Search for SEC Filing on Google Icon
1/27/2026Deroy & Devereaux Private Investment Counsel Inc.24,195$8.23M0.4%-3.2%0.063%Search for SEC Filing on Google Icon
1/26/2026Whittier Trust Co. of Nevada Inc.78$29K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/26/2026Whittier Trust Co.896$0.34M0.0%+12.4%0.002%Search for SEC Filing on Google Icon
1/26/2026Campbell Newman Asset Management Inc.9,854$3.35M0.2%-3.6%0.025%Search for SEC Filing on Google Icon
1/26/2026Parcion Private Wealth LLC837$0.29M0.0%+4.5%0.002%Search for SEC Filing on Google Icon
1/26/2026CWM LLC27,727$9.43M0.0%-17.2%0.072%Search for SEC Filing on Google Icon
1/26/2026Childress Capital Advisors LLC1,027$0.35M0.1%N/A0.003%Search for SEC Filing on Google Icon
Data available starting January 2016

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Evercore logo
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.
Read More on Evercore

Today's Range

Now: $357.16
Low: $349.52
High: $367.52

50 Day Range

MA: $352.00
Low: $316.75
High: $382.54

52 Week Range

Now: $357.16
Low: $148.63
High: $388.71

Volume

698,806 shs

Average Volume

413,224 shs

Market Capitalization

$13.81 billion

P/E Ratio

25.49

Dividend Yield

0.96%

Beta

1.57

Who are the company insiders with the largest holdings of Evercore?

Evercore's top insider investors include:
  1. Edward S Hyman (Chairman)
  2. Jason Klurfeld (General Counsel)
  3. Timothy Gilbert Lalonde (CFO)
  4. Paul Pensa (Insider)
  5. Pamela G Carlton (Director)
Learn More about top insider investors at Evercore.

Who are the major institutional investors of Evercore?

Evercore's top institutional shareholders include:
  1. Vanguard Group Inc. — 9.93%
  2. UBS Group AG — 0.91%
  3. Stephens Investment Management Group LLC — 0.63%
  4. Artemis Investment Management LLP — 0.53%
  5. TimesSquare Capital Management LLC — 0.44%
  6. Braun Stacey Associates Inc. — 0.29%
Learn More about top institutional investors of Evercore stock.

Which institutional investors are selling Evercore stock?

During the last quarter, EVR stock was sold by these institutional investors:
  1. Vanguard Group Inc.
  2. UBS Group AG
  3. ProShare Advisors LLC
  4. Empire Life Investments Inc.
  5. Mitsubishi UFJ Trust & Banking Corp
  6. Universal Beteiligungs und Servicegesellschaft mbH
  7. CWM LLC
  8. Whalen Wealth Management Inc.
Within the previous year, company insiders that have sold Evercore company stock include:
  1. Edward S Hyman (Chairman)
  2. Jason Klurfeld (General Counsel)
  3. Timothy Gilbert Lalonde (CFO)
  4. Paul Pensa (Insider)
  5. Pamela G Carlton (Director)
Learn More investors selling Evercore stock.

Which institutional investors are buying Evercore stock?

During the last quarter, EVR stock was purchased by institutional investors including:
  1. Artemis Investment Management LLP
  2. Covea Finance
  3. Northwestern Mutual Wealth Management Co.
  4. TimesSquare Capital Management LLC
  5. M&T Bank Corp
  6. Peregrine Capital Management LLC
  7. Triasima Portfolio Management inc.
  8. Runnymede Capital Advisors Inc.