Share ownership Evercore Inc.

EVR

US29977A1051

Investment Banking & Brokerage Services

Real-time Estimate Cboe BZX Other stock markets 09:35:20 09/07/2025 pm IST			5-day change	1st Jan Change
290.32 ^USD	+1.69%		+2.27%	+4.31%

02:04pm	Evercore's Schlosstein on Economy, Fed and NYC Mayoral Race	MT
08/07	Evercore Inc., Q1 2025 Earnings Call, Apr 30, 2025

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. 9.874 %	38,62,690	9.874 %	1 043 M $
BlackRock Advisors LLC 8.794 %	34,40,325	8.794 %	929 M $
Ed Hyman 4.2 %	16,43,035	4.2 %	444 M $
Boston Partners Global Investors, Inc. 3.934 %	15,39,027	3.934 %	416 M $
STATE STREET CORPORATION 2.909 %	11,38,136	2.909 %	307 M $
Invesco Advisers, Inc. 2.216 %	8,66,877	2.216 %	234 M $
UBS Financial Services, Inc. 1.999 %	7,82,186	1.999 %	211 M $
Geode Capital Management LLC 1.973 %	7,71,977	1.973 %	208 M $
Eaton Vance Management 1.813 %	7,09,353	1.813 %	192 M $
MFS Investment Management Canada Ltd. 1.766 %	6,91,000	1.766 %	187 M $
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Name	Equities	%	Valuation
John Weinberg 100 %	4,00,000	100 %	108 M $

Name	Equities	%	Valuation
ISI Holding, Inc. 3.774 %	2	3.774 %	540 $
Jason Klurfeld 1.887 %	1	1.887 %	270 $
Timothy LaLonde 1.887 %	1	1.887 %	270 $
Roger Altman 1.887 %	1	1.887 %	270 $
John Weinberg 1.887 %	1	1.887 %	270 $
Ed Hyman 1.887 %	1	1.887 %	270 $
Adam Frankel 1.887 %	1	1.887 %	270 $

Breakdown by shareholder type

Institutional	79.2%
Individuals	7.77%
Other	5.74%
State Street Corp.	2.91%
Manulife Financial Corp.	0.4%
Schweizerische Nationalbank	0.18%
Governments	0.18%
SEI Investments Co.	0.12%
Corebridge Financial, Inc.	0.1%
Hancock Whitney Corp.	0.03%
Itaú Unibanco Holding SA	0.02%
Fifth Third Bancorp	0.02%
Cadence Bank	0.02%
Zions Bancorporation NA	0.01%
Swedbank AB	0.01%
Unknown	3.29%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	74.37%
Individuals	7.77%
Canada	5.5%
United Kingdom	3.43%
France	1.93%
Australia	1.58%
Norway	1.25%
Switzerland	0.23%
Ireland	0.16%
Germany	0.13%
Hong Kong	0.12%
United Arab Emirates	0.05%
Finland	0.04%
Slovenia	0.04%
Sweden	0.03%
Brazil	0.02%
Cayman Islands	0.02%
Japan	0.02%
Luxembourg	0.01%
Singapore	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

2,395

Sector

Investment Banking & Brokerage Services

Calendar

23/07 - Q2 2025 Earnings Release (Projected)

More about the company