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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: $341.08
Price Change: ▲ Price Increase of +9.801 (2.96%)
As of 05/8/2026 03:59 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
5/8/2026PNC Financial Services Group Inc.3,719$1.11M0.0%+8.1%0.009%Search for SEC Filing on Google Icon
5/7/2026Earned Wealth Advisors LLC846$0.25M0.0%+18.2%0.002%Search for SEC Filing on Google Icon
5/7/2026Meeder Advisory Services Inc.971$0.29M0.0%+11.4%0.002%Search for SEC Filing on Google Icon
5/7/2026WCM Investment Management LLC100,148$28.56M0.1%-3.5%0.253%Search for SEC Filing on Google Icon
5/7/2026Dimensional Fund Advisors LP548,530$163.72M0.0%+3.1%1.385%Search for SEC Filing on Google Icon
5/7/2026Parallel Advisors LLC984$0.29M0.0%+4.1%0.002%Search for SEC Filing on Google Icon
5/7/2026AlphaCentric Advisors LLC272$81K0.1%N/A0.001%Search for SEC Filing on Google Icon
5/7/2026KBC Group NV1,177$0.35M0.0%+8.5%0.003%Search for SEC Filing on Google Icon
5/7/2026Swiss National Bank76,560$22.85M0.0%+0.6%0.193%Search for SEC Filing on Google Icon
5/7/2026Precision Wealth Strategies LLC1,630$0.49M0.2%+4.4%0.004%Search for SEC Filing on Google Icon
5/6/2026Dorsey Wright & Associates23,101$6.90M0.9%+85.3%0.058%Search for SEC Filing on Google Icon
5/6/2026California Public Employees Retirement System72,919$21.77M0.0%+3.9%0.184%Search for SEC Filing on Google Icon
5/6/2026Kera Capital Partners Inc.2,058$0.61M0.1%-1.8%0.005%Search for SEC Filing on Google Icon
5/6/2026Angeles Wealth Management LLC4,892$1.46M0.1%+1.6%0.012%Search for SEC Filing on Google Icon
5/6/2026Bessemer Group Inc.257$77K0.0%+20.1%0.001%Search for SEC Filing on Google Icon
5/6/2026Allspring Global Investments Holdings LLC3,129$0.94M0.0%-1.5%0.008%Search for SEC Filing on Google Icon
5/5/2026Bank of New York Mellon Corp319,237$95.30M0.0%-0.3%0.806%Search for SEC Filing on Google Icon
5/5/2026Illinois Municipal Retirement Fund6,771$2.02M0.0%+107.5%0.017%Search for SEC Filing on Google Icon
5/5/2026Sanctuary Advisors LLC3,735$1.12M0.0%+10.5%0.009%Search for SEC Filing on Google Icon
5/4/2026Calamos Advisors LLC1,953$0.58M0.0%N/A0.005%Search for SEC Filing on Google Icon
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management725$0.22M0.0%N/A0.002%Search for SEC Filing on Google Icon
5/4/2026State of Michigan Retirement System9,305$2.78M0.0%+2.2%0.023%Search for SEC Filing on Google Icon
5/4/2026Principal Financial Group Inc.86,286$25.76M0.0%+2.1%0.218%Search for SEC Filing on Google Icon
5/4/2026Chicago Partners Investment Group LLC4,170$1.25M0.0%+169.7%0.011%Search for SEC Filing on Google Icon
5/4/2026Teachers Retirement System of The State of Kentucky11,836$3.53M0.0%+10.2%0.030%Search for SEC Filing on Google Icon
5/2/2026Diversify Wealth Management LLC2,290$0.74M0.0%+39.0%0.006%Search for SEC Filing on Google Icon
5/1/2026Citizens Financial Group Inc. RI1,581$0.47M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp20,929$6.25M0.0%+126.8%0.053%Search for SEC Filing on Google Icon
5/1/2026Sequoia Financial Advisors LLC16,372$4.89M0.0%-1.2%0.041%Search for SEC Filing on Google Icon
5/1/2026Cedar Mountain Advisors LLC165$49K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/30/2026Hsbc Holdings PLC7,565$2.28M0.0%+407.7%0.019%Search for SEC Filing on Google Icon
4/30/2026Elevated Capital Advisors LLC109$33K0.0%-92.7%0.000%Search for SEC Filing on Google Icon
4/30/2026First Horizon Corp126$38K0.0%-27.6%0.000%Search for SEC Filing on Google Icon
4/30/2026Isthmus Partners LLC3,165$0.95M0.1%-8.7%0.008%Search for SEC Filing on Google Icon
4/30/2026Oregon Public Employees Retirement Fund7,956$2.38M0.0%+2.5%0.020%Search for SEC Filing on Google Icon
4/30/2026Quantum Portfolio Management LLC1,333$0.40M0.0%+10.8%0.003%Search for SEC Filing on Google Icon
4/29/2026Axxcess Wealth Management LLC20,319$6.07M0.2%-1.6%0.051%Search for SEC Filing on Google Icon
4/29/2026Jackson Thornton Wealth Management LLC806$0.24M0.0%+15.6%0.002%Search for SEC Filing on Google Icon
4/29/2026R Squared Ltd690$0.21M0.1%N/A0.002%Search for SEC Filing on Google Icon
4/29/2026Swedbank AB3,000$0.90M0.0%-2.3%0.008%Search for SEC Filing on Google Icon
4/28/2026Cypress Capital LLC737$0.22M0.1%+6.2%0.002%Search for SEC Filing on Google Icon
4/28/2026Appleton Partners Inc. MA31,925$9.53M0.7%+4.0%0.081%Search for SEC Filing on Google Icon
4/28/2026Abel Hall LLC705$0.21M0.0%-7.6%0.002%Search for SEC Filing on Google Icon
4/28/2026Whittier Trust Co. of Nevada Inc.5,825$1.78M0.0%+7,367.9%0.015%Search for SEC Filing on Google Icon
4/28/2026Whittier Trust Co.11,989$3.65M0.0%+1,238.1%0.030%Search for SEC Filing on Google Icon
4/28/2026DGS Capital Management LLC9,031$2.70M0.4%+9.2%0.023%Search for SEC Filing on Google Icon
4/28/2026Stephens Inc. AR1,182$0.35M0.0%+4.0%0.003%Search for SEC Filing on Google Icon
4/28/2026Stephens Investment Management Group LLC259,808$77.56M1.1%+6.0%0.656%Search for SEC Filing on Google Icon
4/28/2026Astoria Portfolio Advisors LLC.583$0.17M0.0%N/A0.001%Search for SEC Filing on Google Icon
4/28/2026Praxis Investment Management Inc.1,302$0.39M0.0%+48.0%0.003%Search for SEC Filing on Google Icon
4/28/2026Hudson Edge Investment Partners Inc.1,341$0.40M0.1%-51.4%0.003%Search for SEC Filing on Google Icon
4/27/2026Turtle Creek Wealth Advisors LLC773$0.23M0.0%-16.8%0.002%Search for SEC Filing on Google Icon
4/27/2026New York State Teachers Retirement System46,909$14M0.0%-2.6%0.118%Search for SEC Filing on Google Icon
4/27/2026Optas LLC829$0.25M0.0%+29.1%0.002%Search for SEC Filing on Google Icon
4/25/2026Boston Trust Walden Corp61,316$18.30M0.2%N/A0.155%Search for SEC Filing on Google Icon
4/24/2026Root Financial Partners LLC558$0.17M0.0%+173.5%0.001%Search for SEC Filing on Google Icon
4/24/2026Peregrine Capital Management LLC38,798$11.58M0.4%-5.0%0.098%Search for SEC Filing on Google Icon
4/24/2026Element Squared LLC7,894$2.36M1.3%N/A0.020%Search for SEC Filing on Google Icon
4/24/2026Impact Partnership Wealth LLC2,782$0.83M0.1%+15.1%0.007%Search for SEC Filing on Google Icon
4/24/2026Harbor Investment Advisory LLC1,495$0.45M0.0%-9.1%0.004%Search for SEC Filing on Google Icon
4/23/2026Inspire Investing LLC4,508$1.35M0.1%-45.7%0.011%Search for SEC Filing on Google Icon
4/23/2026Brown Miller Wealth Management LLC894$0.27M0.1%+8.1%0.002%Search for SEC Filing on Google Icon
4/22/2026Fort Washington Investment Advisors Inc. OH85,197$25.43M0.1%+8.1%0.215%Search for SEC Filing on Google Icon
4/22/2026Pictet Asset Management Holding SA6,257$1.87M0.0%+6.7%0.016%Search for SEC Filing on Google Icon
4/22/2026Braun Stacey Associates Inc.107,968$32.23M1.1%-2.2%0.273%Search for SEC Filing on Google Icon
4/22/2026Sterling Capital Management LLC1,449$0.43M0.0%-39.7%0.004%Search for SEC Filing on Google Icon
4/21/2026GHP Investment Advisors Inc.172$51K0.0%+282.2%0.000%Search for SEC Filing on Google Icon
4/21/2026Foster & Motley Inc.699$0.21M0.0%-6.6%0.002%Search for SEC Filing on Google Icon
4/21/2026Louisiana State Employees Retirement System11,200$3.34M0.1%N/A0.028%Search for SEC Filing on Google Icon
4/20/2026Kestra Private Wealth Services LLC1,895$0.57M0.0%N/A0.005%Search for SEC Filing on Google Icon
4/20/2026Ritholtz Wealth Management1,325$0.40M0.0%-12.0%0.003%Search for SEC Filing on Google Icon
4/20/2026Blue Trust Inc.548$0.16M0.0%-36.9%0.001%Search for SEC Filing on Google Icon
4/20/2026Fifth Third Wealth Advisors LLC1,536$0.46M0.0%+24.6%0.004%Search for SEC Filing on Google Icon
4/20/2026OP Asset Management Ltd5,282$1.58M0.0%N/A0.013%Search for SEC Filing on Google Icon
4/18/2026CENTRAL TRUST Co640$0.19M0.0%-7.1%0.002%Search for SEC Filing on Google Icon
4/18/2026Leeward Investments LLC MA36,151$10.79M0.5%-3.3%0.091%Search for SEC Filing on Google Icon
4/17/2026Krilogy Financial LLC3,182$0.95M0.0%+2.0%0.008%Search for SEC Filing on Google Icon
4/17/2026Campbell Newman Asset Management Inc.10,027$2.99M0.2%+1.8%0.025%Search for SEC Filing on Google Icon
4/16/2026SG Americas Securities LLC103,006$30.75M0.0%+3,886.3%0.260%Search for SEC Filing on Google Icon
4/16/2026Evolve Private Wealth LLC1,553$0.46M0.0%+23.8%0.004%Search for SEC Filing on Google Icon
4/15/2026Nations Financial Group Inc. IA ADV5,102$1.52M0.1%+7.2%0.013%Search for SEC Filing on Google Icon
4/15/2026Peregrine Investment Management Inc.21,210$6.33M5.0%-15.5%0.054%Search for SEC Filing on Google Icon
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
Data available starting January 2016

See Full Table
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: $341.08
Low: $328.78
High: $343.20

50 Day Range

MA: $312.73
Low: $266.12
High: $363.61

52 Week Range

Now: $341.08
Low: $215.26
High: $388.71

Volume

602,040 shs

Average Volume

630,072 shs

Market Capitalization

$13.51 billion

P/E Ratio

19.24

Dividend Yield

1.01%

Beta

1.49

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

Evercore's top insider investors include:
  1. Edward S Hyman (Chairman)
  2. Ralph Schlosstein (Insider)
  3. Ralph Schlosstein (CEO)
  4. Andrew Sibbald (CEO)
  5. Robert B Walsh (Insider)
  6. Robert Walsh (Insider)
  7. Adam B Frankel (General Counsel)
  8. Jason Klurfeld (General Counsel)
  9. Timothy Gilbert Lalonde (CFO)
  10. Ostoa Augusto Arellano (CEO)
Learn More about top insider investors at Evercore.

Who are the major institutional investors of Evercore?

Evercore's top institutional shareholders include:
  1. Dimensional Fund Advisors LP — 1.39%
  2. Bank of New York Mellon Corp — 0.81%
  3. Stephens Investment Management Group LLC — 0.66%
  4. Braun Stacey Associates Inc. — 0.27%
  5. SG Americas Securities LLC — 0.26%
  6. WCM Investment Management LLC — 0.25%
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. Peregrine Investment Management Inc.
  2. Inspire Investing LLC
  3. WCM Investment Management LLC
  4. Braun Stacey Associates Inc.
  5. Peregrine Capital Management LLC
  6. Hudson Edge Investment Partners Inc.
  7. Elevated Capital Advisors LLC
  8. New York State Teachers Retirement System
Within the previous year, company insiders that have sold Evercore company stock include:
  1. Jason Klurfeld (General Counsel)
  2. Timothy Gilbert Lalonde (CFO)
  3. Paul Pensa (Insider)
  4. 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. SG Americas Securities LLC
  2. Boston Trust Walden Corp
  3. Dimensional Fund Advisors LP
  4. Stephens Investment Management Group LLC
  5. Fifth Third Bancorp
  6. Louisiana State Employees Retirement System
  7. Whittier Trust Co.
  8. Dorsey Wright & Associates

Evercore Active Insiders

Ralph Schlosstein
Ralph Schlosstein
CEO
Timothy Gilbert Lalonde
CFO
Edward S Hyman
Edward S Hyman
Chairman
Pamela G Carlton
Pamela G Carlton
Director
1 recent trades
Ellen V Futter
Ellen V Futter
Director
Richard I Beattie
Richard I Beattie
Director
Sarah K Williamson
Director
1 recent trades
Jason Klurfeld
Jason Klurfeld (Age 53)
General Counsel
1 recent trades
Paul Pensa
Insider
1 recent trades
Robert B Walsh
Insider