Share ownership Evercore Inc.

EVR

US29977A1051

Investment Banking & Brokerage Services

Real-time Estimate Cboe BZX Other stock markets 01:17:50 15/01/2026 am IST			5-day change	1st Jan Change
365.74 ^USD	+0.01%		-2.30%	+7.12%

07:25pm	Boring No More
12:39pm	White House interventionism rattles Wall Street

Share class: Evercore Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	45	0	0	41.86 %
Stock B	1	8,46,12,166	3,54,22,162 ( 41.86 %)	4,65,43,420 ( 55.01 %)

Major shareholders: Evercore Inc.

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 10.09 %	39,02,188	10.09 %	1 328 M $
BlackRock Advisors LLC 8.567 %	33,13,695	8.567 %	1 127 M $
Wellington Trust Co., NA 5.232 %	20,23,520	5.232 %	689 M $
Ed Hyman 4.248 %	16,43,035	4.248 %	559 M $
Invesco Advisers, Inc. 3.499 %	13,53,174	3.499 %	460 M $
Boston Partners Global Investors, Inc. 3.229 %	12,48,973	3.229 %	425 M $
TD Waterhouse Private Investment Counsel, Inc. 3.057 %	11,82,456	3.057 %	402 M $
STATE STREET CORPORATION 3.041 %	11,76,347	3.041 %	400 M $
AQR Capital Management LLC 2.502 %	9,67,804	2.502 %	329 M $
Geode Capital Management LLC 2.432 %	9,40,467	2.432 %	320 M $
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Name	Equities	%	Valuation
John Weinberg 100 %	4,00,000	100 %	136 M $

Name	Equities	%	Valuation
ISI Holding, Inc. 3.774 %	2	3.774 %	681 $
John Weinberg 1.887 %	1	1.887 %	340 $
Adam Frankel 1.887 %	1	1.887 %	340 $
Ed Hyman 1.887 %	1	1.887 %	340 $
Roger Altman 1.887 %	1	1.887 %	340 $
Timothy LaLonde 1.887 %	1	1.887 %	340 $
Jason Klurfeld 1.887 %	1	1.887 %	340 $

Breakdown by shareholder type

Institutional	82.14%
Individuals	7.82%
Other	5.88%
State Street Corp.	3.04%
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	79.05%
Individuals	7.82%
Canada	4.83%
United Kingdom	3.76%
Norway	1.52%
Australia	1.5%
France	0.76%
Switzerland	0.26%
Ireland	0.15%
Germany	0.1%
Belgium	0.06%
Japan	0.04%
Luxembourg	0.03%
Slovenia	0.03%
Sweden	0.03%
Taiwan	0.03%
Netherlands	0.02%
Finland	0.02%
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

04/02 - Q4 2025 Earnings Release (Projected)

More about the company