Share ownership Evercore Inc.

EVR

US29977A1051

Investment Banking & Brokerage Services

Market Closed - Nyse Other stock markets 21:00:02 05/12/2025 GMT			5-day change	1st Jan Change
331.69 ^USD	+1.03%		+3.63%	+19.66%

12-04	Evercore Appoints Ashish Varshneya as Senior Managing Director in Healthcare Investment Banking Group	CI
12-04	Ashish Varshneya joins Evercore as senior managing director	RE

Share class: Evercore Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	45	0	0	41.86 %
Stock B	1	84,612,166	35,422,162 ( 41.86 %)	46,543,420 ( 55.01 %)

Major shareholders: Evercore Inc.

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 10.11 %	3,902,188	10.11 %	1 149 M $
BlackRock Advisors LLC 8.585 %	3,313,695	8.585 %	976 M $
Wellington Trust Co., NA 5.243 %	2,023,520	5.243 %	596 M $
Ed Hyman 4.257 %	1,643,035	4.257 %	484 M $
Invesco Advisers, Inc. 3.506 %	1,353,174	3.506 %	399 M $
Boston Partners Global Investors, Inc. 3.236 %	1,248,973	3.236 %	368 M $
TD Waterhouse Private Investment Counsel, Inc. 3.064 %	1,182,456	3.064 %	348 M $
STATE STREET CORPORATION 3.048 %	1,176,347	3.048 %	347 M $
AQR Capital Management LLC 2.507 %	967,804	2.507 %	285 M $
Geode Capital Management LLC 2.437 %	940,467	2.437 %	277 M $
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Name	Equities	%	Valuation
John Weinberg 100 %	400,000	100 %	118 M $

Name	Equities	%	Valuation
ISI Holding, Inc. 3.774 %	2	3.774 %	589 $
Jason Klurfeld 1.887 %	1	1.887 %	295 $
Roger Altman 1.887 %	1	1.887 %	295 $
Timothy LaLonde 1.887 %	1	1.887 %	295 $
Adam Frankel 1.887 %	1	1.887 %	295 $
Ed Hyman 1.887 %	1	1.887 %	295 $
John Weinberg 1.887 %	1	1.887 %	295 $

Breakdown by shareholder type

Institutional	82.16%
Individuals	7.84%
Other	5.88%
State Street Corp.	3.05%
Manulife Financial Corp.	0.44%
SEI Investments Co.	0.23%
Governments	0.22%
Schweizerische Nationalbank	0.19%
Cadence Bank	0.02%
Hancock Whitney Corp.	0.02%
Fifth Third Bancorp	0.02%
Zions Bancorporation NA	0.01%
Swedbank AB	0.01%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	79.24%
Individuals	7.84%
Canada	4.84%
United Kingdom	3.77%
Norway	1.53%
Australia	1.5%
France	0.63%
Switzerland	0.26%
Ireland	0.16%
Germany	0.1%
Japan	0.05%
Luxembourg	0.03%
Taiwan	0.03%
Slovenia	0.03%
Sweden	0.03%
Finland	0.02%
Netherlands	0.01%
Cayman Islands	0.01%
Denmark	0.01%

Based on 1000 largest holdings

Evercore Inc. is an independent investment banking advisory company. The Company operates in two segments: Investment Banking & Equities and Investment Management. The Investment Banking & Equities segment includes the investment banking business through which it provides advice to clients on mergers, acquisitions, divestitures, shareholder activism and other strategic corporate transactions with a particular focus on advising multinational corporations and private equity firms on large, complex transactions. It provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders and potential acquirers. The Investment Management segment includes the wealth management business, through which it provides investment advisory, wealth management and fiduciary services for high-net-worth individuals and associated entities, and the private equity business, which holds interests in private equity funds, not managed by the Company.

Employees

2,525

Sector

Investment Banking & Brokerage Services

Calendar

12-09 - Goldman Sachs Financial Service Conference

More about the company