Stocks › EVR
Evercore Inc.
EVR·NYSE·
United States·USD
United States·USD$268.08
+2.73 (+1.03%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
EVR
Evercore Inc. · NYSE
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
EVRS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of EVR by members of U.S. Congress · 3 on record
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 James B. RenacciHouse · R · OH |
EVREvercore Inc. · Stock |
Sale $1,001 - $15,000 |
Mar 18, 2015 | Mar 11, 2015 | Filing ↗ |
 Thom TillisSenate · R · NC |
EVREvercore Inc. · Stock |
Sale $1,001 - $15,000 |
Feb 26, 2015 | Feb 13, 2015 | Filing ↗ |
| James B. RenacciHouse · R · OH |
EVREvercore Inc. · Stock |
Sale $1,001 - $15,000 |
Feb 6, 2014 | Jan 16, 2014 | Filing ↗ |
Whale Activity
Position changes in EVR reported for 2026-06-30 by 14 tracked institutional filers
- Increased3
- New0
- Held0
- Decreased5
- Closed1
- No prior filing5
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 3.7M | $1.27B | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.0M | $667.9M | decreased |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $573.7M | decreased |
| MILLENNIUM MANAGEMENT LLC | 637.5K | $217.7M | increased |
| Point72 Asset Management, L.P. | 344.5K | $117.6M | decreased |
| Stephens Investment Management Group LLC | 282.8K | $96.6M | — |
| TWO SIGMA INVESTMENTS, LP | 197.9K | $67.6M | increased |
| RENAISSANCE TECHNOLOGIES LLC | 156.2K | $53.3M | decreased |
| BRAUN STACEY ASSOCIATES INC | 107.9K | $36.8M | — |
| CCM INVESTMENT ADVISERS LLC | 55.4K | $18.9M | — |
| Bridgewater Associates, LP | 33.2K | $11.3M | decreased |
| Jackson Wealth Management, LLC | 3,360 | $1.1M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by EVR insiders, by quarter · Form 4
Recent Insider Transactions
1,739 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| LaLonde Timothy GilbertChief Financial Officer | Sale | −7,808 | $343.06 | $2.7M | Jun 11, 2026 | Form 4 ↗ |
| Williamson Sarah KDirector | Grant / award | +727 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| WHEELER WILLIAM JDirector | Grant / award | +364 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| VARNEY CHRISTINE ADirector | Grant / award | +727 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Robertson Sir SimonDirector | Grant / award | +364 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| OVERLOCK WILARD J JRDirector | Grant / award | +727 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| MILLARD ROBERT BDirector | Grant / award | +815 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Harris Gail BlockDirector | Grant / award | +364 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| FUTTER ELLEN VDirector | Grant / award | +364 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Carlton Pamela GDirector | Grant / award | +364 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Williamson Sarah KDirector | Purchase | +2,000 | $290.43 | $581K | Mar 6, 2026 | Form 4 ↗ |
| WEINBERG JOHN SCEO/Chairman · Director | Grant / award | +31.5K | $0.00 | $0 | Feb 19, 2026 | Form 4 ↗ |
| Pensa PaulContr, Prin. Acct.Officer | Grant / award | +1,867 | $0.00 | $0 | Feb 19, 2026 | Form 4 ↗ |
| Lindsey-Clark MatthewCo-Head EMEA IB | Grant / award | +7,638 | $0.00 | $0 | Feb 19, 2026 | Form 4 ↗ |
| LaLonde Timothy GilbertChief Financial Officer | Grant / award | +12.5K | $0.00 | $0 | Feb 19, 2026 | Form 4 ↗ |
| Klurfeld JasonGeneral Counsel | Grant / award | +8,799 | $0.00 | $0 | Feb 19, 2026 | Form 4 ↗ |
| Altman Roger CFounder and Senior Chairman · Director | Grant / award | +30.1K | $0.00 | $0 | Feb 19, 2026 | Form 4 ↗ |
| Klurfeld JasonGeneral Counsel | Tax withholding | −374 | $328.56 | $123K | Feb 13, 2026 | Form 4 ↗ |
| Klurfeld JasonGeneral Counsel | Sale | −5,000 | $360.00 | $1.8M | Feb 6, 2026 | Form 4 ↗ |
| Pensa PaulContr, Prin. Acct.Officer | Sale | −1,450 | $350.31 | $508K | Feb 5, 2026 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding EVR · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 1.3M | $452.9M | 0.36% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.2M | $398.3M | 0.02% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 842.2K | $287.6M | 0.15% | Jun 30, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 443.5K | $151.4M | 0.15% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 378.6K | $121.4M | 2.23% | Jul 31, 2026 |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 350.3K | $119.6M | 0.52% | Jun 30, 2026 |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 320.1K | $109.1M | 1.39% | May 31, 2026 |
| SRH Total Return Fund, Inc. | 300.0K | $102.3M | 4.75% | May 31, 2026 |
| State Street SPDR S&P MidCap 400SM ETF Trust SPDR S&P MIDCAP 400 ETF TRUST | 297.6K | $101.6M | 0.36% | Jun 30, 2026 |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 294.7K | $100.6M | 0.79% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list EVR's shares (CUSIP 29977A105), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
- Vanguard Portfolio ManagementSCHEDULE 13G · passive (13G) · 2.0M shares5.1%
Jul 31, 2026 · ↗
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming Evercore Inc. as client
No lobbying filings found naming Evercore Inc. as the client.
Government Contracts
Federal awards to Evercore Inc. · USAspending
No federal contract awards found for Evercore Inc..
U.S. Patents
Recent USPTO applications naming Evercore Inc.
No USPTO patent applications found for Evercore Inc..
Annual Financials
From EVR's 10-K filings · XBRL
No annual XBRL figures on record for EVR. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
No stock splits in EVR's price history.
About Evercore Inc.
From SEC EDGAR company records
Industry (SIC 6282)Investment Advice
SectorFinancials
HeadquartersNEW YORK, NY
IncorporatedDE
SEC CIK0001360901 ↗
Former namesEvercore Partners Inc.