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EVR Insider Trading

Insider Ownership Percentage: 6.08%
Insider Buying (Last 12 Months): $580,860.00
Insider Selling (Last 12 Months): $6,429,765.70

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: $278.20
Price Change: ▼ Price Decrease of -0.923 (-0.33%)
As of 03/24/2026 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
3/6/2026Sarah K. WilliamsonDirectorBuy2,000$290.43$580,860.0013,345View SEC Filing Icon  
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  
See Full Table

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
3/20/2026Hsbc Holdings PLC1,490$0.51M0.0%-82.6%0.004%Search for SEC Filing on Google Icon
3/17/2026Rockefeller Capital Management L.P.175,092$59.58M0.1%+73.3%0.442%Search for SEC Filing on Google Icon
3/9/2026Corient Private Wealth LLC10,733$3.65M0.0%+11.2%0.027%Search for SEC Filing on Google Icon
2/24/2026DGS Capital Management LLC8,267$2.81M0.5%+12.6%0.021%Search for SEC Filing on Google Icon
2/24/2026Pacer Advisors Inc.4,631$1.58M0.0%-9.7%0.012%Search for SEC Filing on Google Icon
2/23/2026Kera Capital Partners Inc.2,095$0.74M0.1%+23.2%0.005%Search for SEC Filing on Google Icon
2/20/2026Dorsey Wright & Associates12,467$4.24M0.9%-5.9%0.032%Search for SEC Filing on Google Icon
2/19/2026Compound Planning Inc.1,152$0.39M0.0%+10.7%0.003%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.1,343,826$457.24M0.1%-0.7%3.474%Search for SEC Filing on Google Icon
2/19/2026Axxcess Wealth Management LLC20,642$7.02M0.1%+2.2%0.053%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC43,424$14.78M0.0%+349.9%0.112%Search for SEC Filing on Google Icon
2/18/2026Mercer Global Advisors Inc. ADV8,387$2.85M0.0%-7.9%0.022%Search for SEC Filing on Google Icon
2/18/2026State of Tennessee Department of Treasury14,734$5.21M0.0%+2.6%0.038%Search for SEC Filing on Google Icon
2/18/2026EP Wealth Advisors LLC1,698$0.58M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/18/2026Fuller & Thaler Asset Management Inc.276,075$93.93M0.3%-10.5%0.714%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC1,740$0.59M0.0%+80.9%0.004%Search for SEC Filing on Google Icon
2/18/2026Empowered Funds LLC1,728$0.59M0.0%+52.9%0.004%Search for SEC Filing on Google Icon
2/18/2026VestGen Investment Management1,708$0.58M0.3%-6.2%0.004%Search for SEC Filing on Google Icon
2/18/2026Zacks Investment Management18,124$6.17M0.0%-18.8%0.047%Search for SEC Filing on Google Icon
2/18/2026Wellington Management Group LLP1,931,374$657.15M0.2%-4.6%4.993%Search for SEC Filing on Google Icon
2/18/2026SummitTX Capital L.P.6,413$2.18M0.1%N/A0.017%Search for SEC Filing on Google Icon
2/18/2026Symmetry Investments LP4,280$1.46M0.1%N/A0.011%Search for SEC Filing on Google Icon
2/18/2026Toronto Dominion Bank1,734$0.59M0.0%+3.8%0.004%Search for SEC Filing on Google Icon
2/18/2026Prana Capital Management LP22,049$7.50M0.3%-1.6%0.057%Search for SEC Filing on Google Icon
2/18/2026Man Group plc44,219$15.05M0.0%-22.5%0.114%Search for SEC Filing on Google Icon
2/18/2026Inspire Investing LLC8,309$2.83M0.3%+13.9%0.021%Search for SEC Filing on Google Icon
2/18/2026Interval Partners LP71,385$24.29M0.4%+169.4%0.185%Search for SEC Filing on Google Icon
2/18/2026Janus Henderson Group PLC93,055$31.68M0.0%+33.2%0.241%Search for SEC Filing on Google Icon
2/18/2026Evolve Private Wealth LLC1,254$0.43M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP38,605$13.14M0.2%N/A0.100%Search for SEC Filing on Google Icon
2/18/2026Cinctive Capital Management LP32,661$11.11M0.6%+32.7%0.084%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.46,106$15.69M0.0%-73.3%0.119%Search for SEC Filing on Google Icon
2/18/2026Azora Capital LP118,110$40.19M2.5%-8.4%0.305%Search for SEC Filing on Google Icon
2/17/2026Freestone Grove Partners LP46,776$15.92M0.1%+71.3%0.121%Search for SEC Filing on Google Icon
2/17/2026Guggenheim Capital LLC12,889$4.39M0.0%-5.8%0.033%Search for SEC Filing on Google Icon
2/17/2026Caisse de depot et placement du Quebec7,484$2.55M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/17/2026Schonfeld Strategic Advisors LLC53,638$18.25M0.1%+639.1%0.139%Search for SEC Filing on Google Icon
2/17/2026Polar Asset Management Partners Inc.42,600$14.50M0.2%N/A0.110%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC857,965$291.92M0.2%-11.3%2.218%Search for SEC Filing on Google Icon
2/17/2026Abel Hall LLC763$0.26M0.1%+14.2%0.002%Search for SEC Filing on Google Icon
2/17/2026EFG International AG26,821$9.15M0.2%N/A0.069%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers7,040$2.40M0.0%-4.3%0.018%Search for SEC Filing on Google Icon
2/17/2026Jain Global LLC66,650$22.68M0.1%N/A0.172%Search for SEC Filing on Google Icon
2/17/2026Hilltop Holdings Inc.1,077$0.37M0.0%-6.0%0.003%Search for SEC Filing on Google Icon
2/17/2026PenderFund Capital Management Ltd.3,060$1.04M0.2%+2.0%0.008%Search for SEC Filing on Google Icon
2/17/2026Laird Norton Wetherby Trust Company LLC1,172$0.40M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP10,887$3.70M0.0%N/A0.028%Search for SEC Filing on Google Icon
2/17/2026Amundi10,367$3.53M0.0%+6.0%0.027%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD617,332$210.05M0.0%+0.9%1.596%Search for SEC Filing on Google Icon
2/17/2026Nitorum Capital L.P.26,602$9.05M2.0%-5.6%0.069%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.2,886$0.98M0.0%-11.4%0.007%Search for SEC Filing on Google Icon
2/17/2026Advisory Services Network LLC16,495$5.61M0.1%+4.5%0.043%Search for SEC Filing on Google Icon
2/17/2026Public Employees Retirement System of Ohio36,081$12.28M0.0%+3.5%0.093%Search for SEC Filing on Google Icon
2/17/2026California State Teachers Retirement System36,523$12.43M0.0%+0.7%0.094%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.25,673$8.74M0.0%-47.8%0.066%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board63,495$21.60M0.0%-9.5%0.164%Search for SEC Filing on Google Icon
2/17/2026Captrust Financial Advisors11,357$3.86M0.0%-1.0%0.029%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS969$0.33M0.0%+8.5%0.003%Search for SEC Filing on Google Icon
2/17/2026ExodusPoint Capital Management LP2,237$0.76M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada33,064$11.25M0.0%-36.4%0.085%Search for SEC Filing on Google Icon
2/17/2026Blair William & Co. IL13,118$4.46M0.0%+1.4%0.034%Search for SEC Filing on Google Icon
2/17/2026L2 Asset Management LLC821$0.28M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/16/2026Vanguard Personalized Indexing Management LLC11,932$4.06M0.0%+3.9%0.031%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC9,100$3.10M0.0%-42.4%0.024%Search for SEC Filing on Google Icon
2/16/2026Sargent Investment Group LLC6,173$2.10M0.3%-11.9%0.016%Search for SEC Filing on Google Icon
2/16/2026MML Investors Services LLC2,618$0.89M0.0%-26.3%0.007%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC20,350$6.93M0.0%+9.7%0.053%Search for SEC Filing on Google Icon
2/16/2026Focus Partners Wealth26,063$8.87M0.0%+1.6%0.067%Search for SEC Filing on Google Icon
2/16/2026Fieldview Capital Management LLC1,787$0.61M0.1%+47.4%0.005%Search for SEC Filing on Google Icon
2/16/2026Landscape Capital Management L.L.C.7,202$2.45M0.2%-39.2%0.019%Search for SEC Filing on Google Icon
2/16/2026Destination Wealth Management627$0.21M0.0%-17.0%0.002%Search for SEC Filing on Google Icon
2/16/2026Epoch Investment Partners Inc.53,907$18.34M0.1%-5.0%0.139%Search for SEC Filing on Google Icon
2/16/2026Arax Advisory Partners182$62K0.0%-98.9%0.000%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC26,187$8.91M0.0%-58.5%0.068%Search for SEC Filing on Google Icon
2/16/2026Bridge City Capital LLC10,832$3.69M1.1%-13.8%0.028%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC159$54K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2026Parkside Financial Bank & Trust106$36K0.0%-45.9%0.000%Search for SEC Filing on Google Icon
2/13/2026Transamerica Financial Advisors LLC14,438$4.91M0.4%+1,305.8%0.037%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 162,112$55.16M0.0%-4.7%0.419%Search for SEC Filing on Google Icon
2/13/2026Johnson Investment Counsel Inc.1,441$0.49M0.0%+3.1%0.004%Search for SEC Filing on Google Icon
2/13/2026CANADA LIFE ASSURANCE Co26,932$9.17M0.0%-10.1%0.070%Search for SEC Filing on Google Icon
2/13/2026Bridgewater Associates LP108,425$36.89M0.1%+52.1%0.280%Search for SEC Filing on Google Icon
2/13/2026UMB Bank n.a.529$0.18M0.0%+31.3%0.001%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp36,865$12.54M0.0%+5.4%0.095%Search for SEC Filing on Google Icon
2/13/2026PCM Encore LLC910$0.31M0.1%N/A0.002%Search for SEC Filing on Google Icon
2/13/2026Neuberger Berman Group LLC180,304$61.35M0.0%+179.2%0.466%Search for SEC Filing on Google Icon
2/13/2026Greenline Wealth Management LLC155$53K0.1%N/A0.000%Search for SEC Filing on Google Icon
2/13/2026Bridgefront Capital LLC592$0.20M0.1%N/A0.002%Search for SEC Filing on Google Icon
2/13/2026Advyzon Investment Management LLC640$0.22M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/13/2026Morgan Stanley686,603$233.62M0.0%+10.7%1.775%Search for SEC Filing on Google Icon
2/13/2026Schroder Investment Management Group168,340$57.85M0.0%-6.6%0.435%Search for SEC Filing on Google Icon
2/13/2026Essex Investment Management Co. LLC8,769$2.98M0.5%-2.1%0.023%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP29,139$9.92M0.0%+22.5%0.075%Search for SEC Filing on Google Icon
2/13/2026Channing Capital Management LLC219,728$74.76M1.9%-17.5%0.568%Search for SEC Filing on Google Icon
2/13/2026Ausdal Financial Partners Inc.677$0.23M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/13/2026Ingalls & Snyder LLC746$0.25M0.0%-5.4%0.002%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.267,190$90.91M0.0%+1.5%0.691%Search for SEC Filing on Google Icon
2/13/2026Police & Firemen s Retirement System of New Jersey15,578$5.30M0.0%-4.5%0.040%Search for SEC Filing on Google Icon
2/13/2026State Street Corp1,159,743$394.60M0.0%-1.4%2.998%Search for SEC Filing on Google Icon
2/13/2026Van ECK Associates Corp34,698$11.81M0.0%+19.4%0.090%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: $278.20
Low: $273.83
High: $280.48

50 Day Range

MA: $327.75
Low: $266.12
High: $382.54

52 Week Range

Now: $278.20
Low: $148.63
High: $388.71

Volume

767,195 shs

Average Volume

591,392 shs

Market Capitalization

$11.02 billion

P/E Ratio

19.86

Dividend Yield

1.22%

Beta

1.58

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. Sarah K Williamson (Director)
  5. Paul Pensa (Insider)
  6. 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. Wellington Management Group LLP — 4.99%
  3. Invesco Ltd. — 3.47%
  4. TD Asset Management Inc — 3.14%
  5. State Street Corp — 3.00%
  6. Geode Capital Management LLC — 2.39%
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. Capital International Investors
  2. Boston Partners
  3. Balyasny Asset Management L.P.
  4. AQR Capital Management LLC
  5. Wellington Management Group LLP
  6. JPMorgan Chase & Co.
  7. Vanguard Group Inc.
  8. UBS Group AG
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. Sarah K Williamson (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. Norges Bank
  2. Neuberger Berman Group LLC
  3. Artemis Investment Management LLP
  4. Rockefeller Capital Management L.P.
  5. Jain Global LLC
  6. Morgan Stanley
  7. Covea Finance
  8. Schonfeld Strategic Advisors LLC