EVR Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 6.08%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $14,229,026.77

Evercore Insider Trading History Chart

Evercore Share Price & Price History

^$327.88

▲ +0.487 (0.15%)

As of 12/4/2025 04:59 PM ET

Days: 30 | 90 | 365

Evercore Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
8/5/2025	Timothy Gilbert Lalonde	CFO	Sell	8,407	$295.44	$2,483,764.08	37,463
8/1/2025	Jason Klurfeld	General Counsel	Sell	5,500	$285.85	$1,572,175.00	59,687
2/10/2025	Edward S. Hyman	Chairman	Sell	17,502	$271.68	$4,754,943.36	1,643,035
2/7/2025	Paul Pensa	Insider	Sell	1,863	$281.23	$523,931.49	5,531
2/6/2025	Edward S. Hyman	Chairman	Sell	17,139	$285.56	$4,894,212.84	1,681,721
11/22/2024	Edward S. Hyman	Chairman	Sell	20,814	$310.52	$6,463,163.28	1,706,519
11/20/2024	Edward S. Hyman	Chairman	Sell	10,855	$299.09	$3,246,621.95	1,737,221
11/18/2024	Edward S. Hyman	Chairman	Sell	11,154	$298.55	$3,330,026.70	1,757,062
11/14/2024	Edward S. Hyman	Chairman	Sell	10,869	$300.08	$3,261,569.52	1,776,766
11/12/2024	Edward S. Hyman	Chairman	Sell	10,305	$308.32	$3,177,237.60	1,799,951
11/8/2024	Edward S. Hyman	Chairman	Sell	12,162	$306.80	$3,731,301.60	1,810,256
11/6/2024	Edward S. Hyman	Chairman	Sell	50,000	$316.38	$15,819,000.00	1,856,519
8/21/2024	Timothy Gilbert Lalonde	CFO	Sell	3,750	$238.72	$895,200.00	40,563
7/29/2024	Pamela G. Carlton	Director	Sell	534	$247.07	$131,935.38	3,146
2/13/2024	Timothy Gilbert Lalonde	CFO	Sell	3,337	$178.74	$596,455.38	27,291
2/8/2024	Jason Klurfeld	General Counsel	Sell	5,877	$173.21	$1,017,955.17	22,099
2/7/2024	Paul Pensa	Insider	Sell	1,540	$170.38	$262,385.20	4,447
2/1/2024	Timothy Gilbert Lalonde	CFO	Sell	2,500	$173.51	$433,775.00	37,172
12/5/2023	Richard I. Beattie	Director	Sell	6,522	$151.31	$986,843.82	17,000
8/14/2023	Pamela G. Carlton	Director	Sell	592	$136.69	$80,920.48	3,041
5/31/2023	Timothy Gilbert Lalonde	CFO	Sell	2,500	$108.88	$272,200.00	39,672
3/1/2023	Richard I. Beattie	Director	Sell	5,000	$130.90	$654,500.00	22,453
2/15/2023	Jason Klurfeld	General Counsel	Sell	357	$135.12	$48,237.84	32,476
2/13/2023	Jason Klurfeld	General Counsel	Sell	5,231	$133.00	$695,723.00	19,038
2/7/2023	Paul Pensa	CFO	Sell	2,225	$131.05	$291,586.25	3,406
2/6/2023	Jason Klurfeld	General Counsel	Sell	4,512	$135.00	$609,120.00	24,269

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

Evercore Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/2/2025	Allworth Financial LP	763	$0.26M	0.0%	+69.9%	0.002%
12/2/2025	IFP Advisors Inc	453	$0.15M	0.0%	-45.0%	0.001%
12/2/2025	Swiss Life Asset Management Ltd	1,779	$0.60M	0.0%	+90.5%	0.005%
12/1/2025	Cambria Investment Management L.P.	644	$0.22M	0.0%	N/A	0.002%
11/26/2025	Vermillion & White Wealth Management Group LLC	79	$27K	0.0%	+146.9%	0.000%
11/24/2025	CIBC Private Wealth Group LLC	539	$0.18M	0.0%	+35.1%	0.001%
11/22/2025	Prana Capital Management LP	22,416	$7.56M	0.3%	-23.3%	0.058%
11/21/2025	CIBC Bancorp USA Inc.	618	$0.21M	0.0%	N/A	0.002%
11/20/2025	Caerus Investment Advisors LLC	1,160	$0.39M	0.2%	N/A	0.003%
11/19/2025	Captrust Financial Advisors	11,476	$3.87M	0.0%	+10.3%	0.030%
11/19/2025	Coldstream Capital Management Inc.	3,017	$1.02M	0.0%	+6.2%	0.008%
11/19/2025	Danske Bank A S	100	$34K	0.0%	N/A	0.000%
11/18/2025	Advisory Services Network LLC	15,782	$5.32M	0.1%	+17.2%	0.041%
11/18/2025	Dorsey Wright & Associates	13,243	$4.47M	1.0%	+763.3%	0.034%
11/17/2025	Hancock Whitney Corp	7,165	$2.42M	0.0%	-30.5%	0.019%
11/17/2025	Abel Hall LLC	668	$0.23M	0.1%	N/A	0.002%
11/17/2025	Harvest Investment Services LLC	1,047	$0.35M	0.1%	N/A	0.003%
11/17/2025	NewEdge Advisors LLC	962	$0.33M	0.0%	+1,503.3%	0.002%
11/17/2025	Castleark Management LLC	31,086	$10.49M	0.3%	+13.5%	0.080%
11/17/2025	Laurion Capital Management LP	10,074	$3.40M	0.1%	N/A	0.026%
11/17/2025	CANADA LIFE ASSURANCE Co	29,945	$10.20M	0.0%	+5.2%	0.077%
11/17/2025	Caxton Associates LLP	3,899	$1.32M	0.0%	N/A	0.010%
11/17/2025	Dark Forest Capital Management LP	663	$0.22M	0.0%	N/A	0.002%
11/17/2025	XTX Topco Ltd	2,076	$0.70M	0.0%	N/A	0.005%
11/17/2025	United Capital Financial Advisors LLC	695	$0.23M	0.0%	N/A	0.002%
11/17/2025	Voleon Capital Management LP	701	$0.24M	0.0%	N/A	0.002%
11/17/2025	Verition Fund Management LLC	15,812	$5.33M	0.0%	+10.6%	0.041%
11/17/2025	State Street Corp	1,176,347	$396.81M	0.0%	+4.1%	3.041%
11/17/2025	Sandler Capital Management	4,088	$1.38M	0.4%	-11.1%	0.011%
11/17/2025	Quarry LP	84	$28K	0.0%	-63.6%	0.000%
11/17/2025	Public Employees Retirement System of Ohio	34,846	$11.75M	0.0%	+82.8%	0.090%
11/17/2025	PenderFund Capital Management Ltd.	3,000	$1.01M	0.2%	N/A	0.008%
11/17/2025	Northern Trust Corp	333,474	$112.49M	0.0%	+5.0%	0.862%
11/17/2025	Northwestern Mutual Wealth Management Co.	8,835	$2.98M	0.0%	-3.7%	0.023%
11/17/2025	Mariner LLC	18,557	$6.26M	0.0%	+44.2%	0.048%
11/17/2025	Morse Asset Management Inc	38,610	$13.02M	2.6%	-1.5%	0.100%
11/17/2025	National Bank of Canada FI	519	$0.18M	0.0%	-33.8%	0.001%
11/17/2025	Mercer Global Advisors Inc. ADV	9,109	$3.07M	0.0%	+118.6%	0.024%
11/17/2025	Millennium Management LLC	245,071	$82.67M	0.0%	-81.4%	0.634%
11/17/2025	Lido Advisors LLC	746	$0.25M	0.0%	N/A	0.002%
11/17/2025	Lighthouse Investment Partners LLC	22,964	$7.75M	0.2%	+9.7%	0.059%
11/17/2025	Integrated Wealth Concepts LLC	929	$0.31M	0.0%	N/A	0.002%
11/17/2025	Junto Capital Management LP	76,518	$25.81M	0.5%	-60.7%	0.198%
11/17/2025	Kettle Hill Capital Management LLC	66,047	$22.28M	5.0%	+0.9%	0.171%
11/17/2025	Holocene Advisors LP	9,926	$3.35M	0.0%	-94.3%	0.026%
11/17/2025	Gotham Asset Management LLC	20,794	$7.01M	0.0%	-1.8%	0.054%
11/17/2025	Focus Partners Wealth	25,663	$8.51M	0.0%	+11.0%	0.066%
11/17/2025	Destination Wealth Management	755	$0.26M	0.0%	N/A	0.002%
11/17/2025	Brevan Howard Capital Management LP	1,103	$0.37M	0.0%	-83.0%	0.003%
11/17/2025	Cinctive Capital Management LP	24,607	$8.30M	0.4%	-19.7%	0.064%
11/17/2025	Azimuth Capital Investment Management LLC	700	$0.24M	0.0%	N/A	0.002%
11/17/2025	Azora Capital LP	128,954	$43.50M	2.0%	N/A	0.333%
11/17/2025	California Public Employees Retirement System	68,359	$23.06M	0.0%	+1.9%	0.177%
11/17/2025	Bank of America Corp DE	264,916	$89.36M	0.0%	-4.9%	0.685%
11/17/2025	BNP Paribas	3,335	$1.13M	0.0%	-3.3%	0.009%
11/17/2025	Algert Global LLC	5,759	$1.94M	0.0%	-47.4%	0.015%
11/17/2025	Alliancebernstein L.P.	60,619	$20.45M	0.0%	+3.8%	0.157%
11/17/2025	Ameriprise Financial Inc.	55,151	$18.60M	0.0%	-5.2%	0.143%
11/14/2025	Schonfeld Strategic Advisors LLC	7,257	$2.45M	0.0%	-34.3%	0.019%
11/14/2025	Creative Planning	15,415	$5.20M	0.0%	+115.9%	0.040%
11/14/2025	AQR Capital Management LLC	967,804	$326.46M	0.2%	+10.9%	2.507%
11/14/2025	Zacks Investment Management	22,307	$7.53M	0.1%	+18.6%	0.058%
11/14/2025	Credit Agricole S A	7,996	$2.70M	0.0%	N/A	0.021%
11/14/2025	Raymond James Financial Inc.	197,244	$66.53M	0.0%	+1.0%	0.511%
11/14/2025	Amundi	9,784	$3.19M	0.0%	N/A	0.025%
11/14/2025	Equitable Holdings Inc.	2,412	$0.81M	0.0%	+3.4%	0.006%
11/14/2025	Freestone Grove Partners LP	27,312	$9.21M	0.1%	N/A	0.071%
11/14/2025	Man Group plc	57,024	$19.24M	0.0%	+6.5%	0.148%
11/14/2025	California State Teachers Retirement System	36,282	$12.24M	0.0%	+7.6%	0.094%
11/14/2025	Zurcher Kantonalbank Zurich Cantonalbank	11,975	$4.04M	0.0%	+19.6%	0.031%
11/14/2025	Balyasny Asset Management L.P.	172,876	$58.32M	0.1%	-11.7%	0.448%
11/14/2025	Brooklyn Investment Group	1,072	$0.36M	0.0%	+38.1%	0.003%
11/14/2025	Nitorum Capital L.P.	28,188	$9.51M	1.7%	-31.1%	0.073%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	94,309	$31.81M	0.0%	-33.8%	0.244%
11/14/2025	Two Sigma Investments LP	24,241	$8.18M	0.0%	+162.1%	0.063%
11/14/2025	Vident Advisory LLC	2,633	$0.89M	0.0%	+3.6%	0.007%
11/14/2025	Tremblant Capital Group	14,909	$5.03M	0.5%	-14.2%	0.039%
11/14/2025	Wellington Management Group LLP	2,023,520	$682.57M	0.1%	+259.0%	5.243%
11/14/2025	NorthRock Partners LLC	1,604	$0.54M	0.0%	+63.7%	0.004%
11/14/2025	Comerica Bank	13,372	$4.51M	0.0%	-6.8%	0.035%
11/14/2025	F m Investments LLC	10,491	$3.54M	0.1%	-1.2%	0.027%
11/14/2025	Glenmede Investment Management LP	38,266	$12.91M	0.1%	-44.2%	0.099%
11/13/2025	Epoch Investment Partners Inc.	56,768	$19.15M	0.1%	+0.1%	0.147%
11/13/2025	Pathstone Holdings LLC	7,735	$2.61M	0.0%	-19.6%	0.020%
11/13/2025	Boston Partners	1,248,973	$421.25M	0.4%	-27.4%	3.236%
11/13/2025	Vise Technologies Inc.	757	$0.26M	0.0%	N/A	0.002%
11/13/2025	Entropy Technologies LP	2,600	$0.88M	0.1%	N/A	0.007%
11/13/2025	Landscape Capital Management L.L.C.	11,842	$4M	0.3%	+177.3%	0.031%
11/13/2025	Certuity LLC	1,193	$0.40M	0.0%	+8.6%	0.003%
11/13/2025	Johnson Financial Group Inc.	239	$81K	0.0%	N/A	0.001%
11/13/2025	Arrowstreet Capital Limited Partnership	21,931	$7.40M	0.0%	+461.8%	0.057%
11/13/2025	Pier Capital LLC	2,071	$0.70M	0.1%	-43.8%	0.005%
11/13/2025	Keystone Financial Services	659	$0.22M	0.1%	N/A	0.002%
11/13/2025	Invesco Ltd.	1,353,174	$456.45M	0.1%	-3.8%	3.506%
11/13/2025	Sei Investments Co.	75,430	$25.44M	0.0%	-3.1%	0.195%
11/13/2025	BOKF NA	40,648	$13.71M	0.2%	-3.5%	0.105%
11/13/2025	Capital Fund Management S.A.	10,853	$3.66M	0.0%	-76.7%	0.028%
11/13/2025	BNP Paribas Financial Markets	11,194	$3.78M	0.0%	-26.1%	0.029%
11/13/2025	Kendall Capital Management	825	$0.28M	0.1%	-6.3%	0.002%
11/13/2025	Franklin Resources Inc.	154,037	$51.96M	0.0%	+6.4%	0.399%

Data available starting January 2016

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.

Today's Range

Now: $327.88

$325.55

$332.44

50 Day Range

MA: $315.27

$292.63

$342.99

52 Week Range

Now: $327.88

$148.63

$364.42

Volume

456,043 shs

Average Volume

311,513 shs

Market Capitalization

$12.68 billion

P/E Ratio

26.13

Dividend Yield

1.03%

Beta

1.61

Who are the company insiders with the largest holdings of Evercore?: Evercore's top insider investors include:
Edward S Hyman (Chairman)
Jason Klurfeld (General Counsel)
Timothy Gilbert Lalonde (CFO)
Richard I Beattie (Director)
Paul Pensa (Insider)
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:
Vanguard Group Inc. — 10.11%
Wellington Management Group LLP — 5.24%
Invesco Ltd. — 3.51%
Boston Partners — 3.24%
TD Asset Management Inc — 3.06%
State Street Corp — 3.04%
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:
Millennium Management LLC
Boston Partners
Boston Trust Walden Corp
Holocene Advisors LP
Symphony Financial Ltd. Co.
Junto Capital Management LP
Dimensional Fund Advisors LP
Channing Capital Management LLC
Within the previous year, company insiders that have sold Evercore company stock include:
Edward S Hyman (Chairman)
Jason Klurfeld (General Counsel)
Timothy Gilbert Lalonde (CFO)
Richard I Beattie (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:
Wellington Management Group LLP
TD Asset Management Inc
Artisan Partners Limited Partnership
Azora Capital LP
BNP PARIBAS ASSET MANAGEMENT Holding S.A.
AQR Capital Management LLC
Vanguard Group Inc.
Neuberger Berman Group LLC