Share ownership Evercore Inc.

EVR

US29977A1051

Investment Banking & Brokerage Services

Market Closed - Nyse Other stock markets 01:30:03 12/05/2026 am IST			5-day change	1st Jan Change
335.38 ^USD	-1.70%		+5.12%	-1.43%

30/04	Equities Insulated by Earnings in the Near Term, Says Evercore's Emanuel	MT
30/04	UBS Adjusts Evercore Price Target to $330 From $313, Maintains Neutral Rating	MT

Share class: Evercore Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	45	0	0	43.04 %
Stock B	1	8,77,32,514	3,77,60,656 ( 43.04 %)	0

Major shareholders: Evercore Inc.

Name	Equities	%	Valuation
BlackRock Advisors LLC 8.353 %	33,08,385	8.353 %	1 063 M $
Vanguard Capital Management LLC 5.024 %	19,89,795	5.024 %	639 M $
Vanguard Portfolio Management LLC 4.985 %	19,74,144	4.985 %	634 M $
Wellington Trust Co., NA 4.877 %	19,31,374	4.877 %	621 M $
Vanguard Portfolio Management LLC 4.835 %	19,14,824	4.835 %	615 M $
Vanguard Capital Management LLC 4.28 %	16,94,949	4.28 %	545 M $
Ed Hyman 4.149 %	16,43,035	4.149 %	528 M $
Invesco Advisers, Inc. 3.393 %	13,43,826	3.393 %	432 M $
Fidelity Management & Research Co. LLC 3.169 %	12,55,235	3.169 %	403 M $
TD Waterhouse Private Investment Counsel, Inc. 3.067 %	12,14,726	3.067 %	390 M $
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Name	Equities	%	Valuation
John Weinberg 100 %	4,00,000	100 %	129 M $

Name	Equities	%	Valuation
Timothy LaLonde 100 %	1,50,000	100 %	48 M $

Name	Equities	%	Valuation
ISI Holding, Inc. 3.774 %	2	3.774 %	643 $
Jason Klurfeld 1.887 %	1	1.887 %	321 $
Adam Frankel 1.887 %	1	1.887 %	321 $
John Weinberg 1.887 %	1	1.887 %	321 $
Timothy LaLonde 1.887 %	1	1.887 %	321 $
Ed Hyman 1.887 %	1	1.887 %	321 $
Roger Altman 1.887 %	1	1.887 %	321 $

Breakdown by shareholder type

Institutional	90.97%
Individuals	8.13%
Other	4.05%
State Street Corp.	2.93%
Manulife Financial Corp.	0.41%
Governments	0.21%
Schweizerische Nationalbank	0.19%
SEI Investments Co.	0.19%
Fifth Third Bancorp	0.05%
Hancock Whitney Corp.	0.02%
Swedbank AB	0.01%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	84.91%
Individuals	8.13%
United Kingdom	4.85%
Canada	4.79%
Australia	1.88%
Norway	1.24%
France	0.56%
Switzerland	0.26%
Ireland	0.14%
Germany	0.08%
Belgium	0.06%
Netherlands	0.05%
Brazil	0.05%
Japan	0.03%
Sweden	0.03%
Finland	0.03%
Italy	0.02%
Slovenia	0.02%
China	0.01%
Luxembourg	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

Calendar

29/05 - Ex-dividend date - 0.89 USD

More about the company