Share ownership Evercore Inc.

EVR

US29977A1051

Investment Banking & Brokerage Services

Market Closed - NYSE Other stock markets 04:00:02 2026-07-10 pm EDT			5-day change	1st Jan Change
334.75 ^USD	-1.47%		-2.30%	-1.62%

Jul. 09	Houlihan Lokey Estimates Cut by Morgan Stanley as Sponsor M&A Recovery Lags	MT
Jul. 08	UBS Adjusts Price Target on Evercore to $350 From $330, Maintains Neutral Rating	MT

Share class: Evercore Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	45	0	0	42.14 %
Stock B	1	89,662,155	37,785,174 ( 42.14 %)	50,979,671 ( 56.86 %)

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 $
Roger Altman 1.887 %	1	1.887 %	341 $
Jason Klurfeld 1.887 %	1	1.887 %	341 $
Timothy LaLonde 1.887 %	1	1.887 %	341 $
Ed Hyman 1.887 %	1	1.887 %	341 $
Adam Frankel 1.887 %	1	1.887 %	341 $
John Weinberg 1.887 %	1	1.887 %	341 $

Breakdown by shareholder type

Institutional	83.73%
Individuals	8.27%
Others	5.59%
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	79.12%
Individuals	8.27%
United Kingdom	4.97%
Canada	4.51%
Australia	1.58%
Norway	1.28%
France	1.23%
Switzerland	0.27%
Ireland	0.14%
Germany	0.08%
Cayman Islands	0.08%
Belgium	0.07%
Brazil	0.05%
Netherlands	0.04%
Sweden	0.04%
Finland	0.03%
Luxembourg	0.02%
China	0.01%
Hong Kong	0.01%

Based on 1000 largest holdings

Evercore Inc. is an investment banking and investment management company. The Company's segments include 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