Evercore Inc.
Total Trades
23
Buys
0
Sells
22
Largest Trade
N/A
Insiders
6
Institutional Funds
555
Inst. Value
$1M+
Activist Filings
10
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Klurfeld Jason | General Counsel | SELL | $1M+ | 5K | $360.00 | Feb 6, 2026 |
| Pensa Paul | Contr | SELL | $500K+ | 1K | $350.31 | Feb 6, 2026 |
| Carlton Pamela G | Director | SELL | $50K–$100K | 192 | $343.11 | Dec 11, 2025 |
| HYMAN EDWARD S | Vice Chair EVR & C… | SELL | $1M+ | 42K | $307.22 | Nov 23, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & C… | SELL | $1M+ | 29K | $298.58 | Nov 19, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & C… | SELL | $1M+ | 33K | $304.33 | Nov 14, 2024 |
| HYMAN EDWARD S | Vice Chair EVR & C… | SELL | $1M+ | 96K | $312.50 | Nov 8, 2024 |
| LaLonde Timothy Gilbert | CFO | SELL | $500K+ | 4K | $238.72 | Aug 22, 2024 |
| Carlton Pamela G | Director | SELL | $100K–$500K | 534 | $247.07 | Jul 31, 2024 |
| LaLonde Timothy Gilbert | CFO | SELL | $500K+ | 3K | $178.74 | Feb 14, 2024 |
| Klurfeld Jason | General Counsel | SELL | $1M+ | 6K | $173.21 | Feb 12, 2024 |
| Pensa Paul | Contr | SELL | $100K–$500K | 2K | $170.38 | Feb 8, 2024 |
| LaLonde Timothy Gilbert | CFO | SELL | $100K–$500K | 3K | $173.51 | Feb 5, 2024 |
| Carlton Pamela G | Director | SELL | $50K–$100K | 592 | $136.69 | Aug 16, 2023 |
| LaLonde Timothy Gilbert | CFO | SELL | $100K–$500K | 3K | $108.88 | Jun 2, 2023 |
| BEATTIE RICHARD I | Director | SELL | $500K+ | 5K | $130.90 | Mar 3, 2023 |
| Klurfeld Jason | General Counsel | GRANT | N/A | 14K | — | Feb 15, 2023 |
| Klurfeld Jason | General Counsel | SELL | $500K+ | 6K | $133.14 | Feb 15, 2023 |
| Pensa Paul | Contr | SELL | $100K–$500K | 2K | $131.05 | Feb 9, 2023 |
| Klurfeld Jason | General Counsel | SELL | $500K+ | 5K | $135.00 | Feb 7, 2023 |
| Carlton Pamela G | Director | SELL | $15K–$50K | 322 | $96.25 | Jul 29, 2022 |
| Carlton Pamela G | Director | SELL | $15K–$50K | 327 | $125.15 | Mar 3, 2022 |
| Pensa Paul | Contr. | SELL | $100K–$500K | 1K | $129.25 | Feb 10, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 555 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| STATE STREET CORP | 1.2M | $1M+ | SH |
| TD ASSET MANAGEMENT INC | 1.1M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 790K | $1M+ | SH |
| NORGES BANK | 483K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 478K | $1M+ | SH |
| BAHL & GAYNOR INC | 422K | $1M+ | SH |
| LORD, ABBETT & CO. LLC | 379K | $1M+ | SH |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 331K | $1M+ | SH |
| Fisher Asset Management, LLC | 320K | $1M+ | SH |
| Paralel Advisors LLC | 300K | $1M+ | SH |
| FULLER & THALER ASSET MANAGEMENT, INC. | 276K | $1M+ | SH |
| FULLER & THALER ASSET MANAGEMENT, INC. | 276K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 267K | $1M+ | SH |
| Stephens Investment Management Group LLC | 245K | $1M+ | SH |
| PRIMECAP MANAGEMENT CO/CA/ | 220K | $1M+ | SH |
| Channing Capital Management, LLC | 220K | $1M+ | SH |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 212K | $1M+ | SH |
| Artemis Investment Management LLP | 206K | $1M+ | SH |
| MACQUARIE GROUP LTD | 200K | $1M+ | SH |
| VICTORY CAPITAL MANAGEMENT INC | 191K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Wellington Management Group LLP
SC 13G/A · Feb 10, 2026
5.0%
1.9M shares
Wellington Management Group LLP
SC 13G · Nov 12, 2025
5.2%
2.0M shares
SC 13D/A · Feb 12, 2025
4.3%
1.6M shares
SC 13G/A · Oct 4, 2024
10.0%
3.8M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
9.8%
3.7M shares
SC 13G/A · Jan 25, 2024
8.5%
3.2M shares
The Vanguard Group - 23-1945930
SC 13G/A · Jul 10, 2023
10.8%
4.1M shares
SC 13G · Jan 25, 2023
8.9%
3.5M shares
The Vanguard Group - 23-1945930
SC 13G/A · Mar 9, 2022
10.1%
3.9M shares
SC 13D · Feb 25, 2022
5.2%
2.1M shares