Share ownership Evercore Inc.

EVR

US29977A1051

Investment Banking & Brokerage Services

Market Closed - NYSE Other stock markets 21:01:37 10/06/2026 BST			5-day change	1st Jan Change
340.78 ^USD	-4.57%		+0.20%	+0.16%

06-09	Evercore Inc. Presents at Morgan Stanley US Financials Conference 2026, Jun-09-2026 11:15 AM
06-03	Sixth Street to buy minority stake in Kpler, valuing the firm at more than $3.7 billion, sources say	RE

Share class: Evercore Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	45	0	0	43.07 %
Stock B	1	87,732,514	37,789,990 ( 43.07 %)	0

Major shareholders: Evercore Inc.

Name	Stocks	%	Valuation
BlackRock Advisors LLC 9.021 %	3,489,526	9.021 %	1 189 M $
Vanguard Portfolio Management LLC 5.103 %	1,974,144	5.103 %	673 M $
Vanguard Capital Management LLC 4.382 %	1,694,949	4.382 %	578 M $
Fidelity Management & Research Co. LLC 4.314 %	1,668,650	4.314 %	569 M $
Ed Hyman 4.247 %	1,643,035	4.247 %	560 M $
Invesco Advisers, Inc. 3.683 %	1,424,686	3.683 %	486 M $
AQR Capital Management LLC 3.404 %	1,316,852	3.404 %	449 M $
STATE STREET CORPORATION 3.048 %	1,179,024	3.048 %	402 M $
Geode Capital Management LLC 2.697 %	1,043,338	2.697 %	356 M $
TD Waterhouse Private Investment Counsel, Inc. 2.478 %	958,472	2.478 %	327 M $
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Name	Stocks	%	Valuation
John Weinberg 100 %	400,000	100 %	136 M $

Name	Stocks	%	Valuation
Timothy LaLonde 100 %	150,000	100 %	51 M $

Name	Stocks	%	Valuation
ISI Holding, Inc. 3.774 %	2	3.774 %	682 $
Jason Klurfeld 1.887 %	1	1.887 %	341 $
Timothy LaLonde 1.887 %	1	1.887 %	341 $
Roger Altman 1.887 %	1	1.887 %	341 $
Adam Frankel 1.887 %	1	1.887 %	341 $
John Weinberg 1.887 %	1	1.887 %	341 $
Ed Hyman 1.887 %	1	1.887 %	341 $

Breakdown by shareholder type

Institutional	84.62%
Individuals	8.28%
Others	5.02%
State Street Corp.	3.05%
Manulife Financial Corp.	0.42%
Governments	0.23%
SEI Investments Co.	0.22%
Schweizerische Nationalbank	0.2%
Fifth Third Bancorp	0.05%
The Allstate Corp.	0.02%
Hancock Whitney Corp.	0.02%
Swedbank AB	0.01%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	79.46%
Individuals	8.28%
United Kingdom	4.89%
Canada	4.51%
Australia	1.61%
Norway	1.28%
France	1.23%
Switzerland	0.27%
Ireland	0.14%
Germany	0.08%
Cayman Islands	0.08%
Belgium	0.07%
Netherlands	0.06%
Brazil	0.05%
Sweden	0.04%
Finland	0.03%
Luxembourg	0.02%
China	0.01%
Puerto Rico	0.01%
Hong Kong	0.01%

Based on 1000 largest holdings

Evercore Inc. is an investment banking and investment management company. The Company's segment includes Investment Banking & Equities and Investment Management. Investment Banking & Equities includes the investment banking business through which it provides advice to clients on significant 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 also provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders, and potential acquirers. Investment Management 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

2,635

Sector

Investment Banking & Brokerage Services

More about the company