EVR Smart Money
Evercore Inc.
1W: +3.1%
1M: -0.7%
3M: -14.7%
YTD: -25.8%
1Y: -19.6%
3Y: +106.8%
5Y: +77.4%
$259.65
+2.25 (+0.87%)
Pre-Market: $260.89 (+1.24, +0.48%)
Weekly Expected Move ±3.5%
$234
$243
$252
$261
$269
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Smart Money
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🏦 Institutional Activity
Latest: Q2 2026760
Institutions Holding
+32 vs prior
120.9%
Ownership
+18.74%
112
New
254
Increased
286
Reduced
45
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-06-11 | LaLonde Timothy Gilbert | officer: chief financial officer | S-Sale | 7,808 | $343.06 | $2.7M | Filing |
| 2026-06-10 | Williamson Sarah K | director | A-Grant/Award | 727 | $— | $0 | Filing |
| 2026-06-10 | WHEELER WILLIAM J | director | A-Grant/Award | 364 | $— | $0 | Filing |
| 2026-06-10 | VARNEY CHRISTINE A | director | A-Grant/Award | 727 | $— | $0 | Filing |
| 2026-06-10 | Robertson Sir Simon | director | A-Grant/Award | 364 | $— | $0 | Filing |
| 2026-06-10 | OVERLOCK WILARD J JR | director | A-Grant/Award | 727 | $— | $0 | Filing |
| 2026-06-10 | MILLARD ROBERT B | director | A-Grant/Award | 815 | $— | $0 | Filing |
| 2026-06-10 | Harris Gail Block | director | A-Grant/Award | 364 | $— | $0 | Filing |
| 2026-06-10 | FUTTER ELLEN V | director | A-Grant/Award | 364 | $— | $0 | Filing |
| 2026-06-10 | Carlton Pamela G | director | A-Grant/Award | 364 | $— | $0 | Filing |
| 2026-02-19 | Lindsey-Clark Matthew | officer: co-head emea ib | A-Grant/Award | 7,638 | $— | $0 | Filing |
| 2026-02-19 | LaLonde Timothy Gilbert | officer: chief financial officer | A-Grant/Award | 12,465 | $— | $0 | Filing |
| 2026-02-19 | Pensa Paul | officer: contr, prin. acct.officer | A-Grant/Award | 1,867 | $— | $0 | Filing |
| 2026-02-19 | WEINBERG JOHN S | officer: ceo/chairman | A-Grant/Award | 31,528 | $— | $0 | Filing |
| 2026-02-19 | Klurfeld Jason | officer: general counsel | A-Grant/Award | 8,799 | $— | $0 | Filing |
| 2026-02-19 | Altman Roger C | officer: founder and senior chairman | A-Grant/Award | 30,062 | $— | $0 | Filing |
| 2026-02-13 | Klurfeld Jason | officer: general counsel | F-Tax Withholding | 374 | $328.56 | $123K | Filing |
| 2026-02-06 | Klurfeld Jason | officer: general counsel | S-Sale | 5,000 | $360.00 | $1.8M | Filing |
| 2026-02-05 | Pensa Paul | officer: contr, prin. acct.officer | S-Sale | 1,450 | $350.31 | $508K | Filing |
| 2026-02-04 | LaLonde Timothy Gilbert | officer: chief financial officer | F-Tax Withholding | 7,320 | $346.23 | $2.5M | Filing |
| 2026-02-04 | Klurfeld Jason | officer: general counsel | F-Tax Withholding | 5,319 | $346.23 | $1.8M | Filing |
| 2026-02-04 | Pensa Paul | officer: contr, prin. acct.officer | F-Tax Withholding | 1,255 | $346.23 | $435K | Filing |
| 2026-02-04 | Lindsey-Clark Matthew | officer: co-head emea ib | F-Tax Withholding | 3,578 | $346.23 | $1.2M | Filing |
| 2026-02-04 | WEINBERG JOHN S | officer: ceo/chairman | F-Tax Withholding | 13,360 | $346.23 | $4.6M | Filing |
| 2026-02-04 | Altman Roger C | officer: founder and senior chairman | F-Tax Withholding | 13,554 | $346.23 | $4.7M | Filing |
🏛️ Congressional Trades
1 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2015-02-13 | Thom Tillis | Senate | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,715,623 | $1.3B | +66,765 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,956,150 | $668M | -17,994 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 1,710,982 | $584M | +394,130 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,680,210 | $574M | -14,739 | 2026-06-30 | Filing |
| Invesco Ltd. | 1,602,673 | $547M | +177,987 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,206,119 | $412M | +27,095 | 2026-06-30 | Filing |
| FMR LLC | 1,132,481 | $387M | -537,181 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,098,427 | $375M | +55,089 | 2026-06-30 | Filing |
| MORGAN STANLEY | 803,015 | $274M | -114,786 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 637,464 | $218M | +568,306 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 624,987 | $213M | +1,728 | 2026-06-30 | Filing |
| Boston Partners | 614,517 | $210M | +34,343 | 2026-06-30 | Filing |
| TD Asset Management Inc | 609,109 | $208M | -349,363 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 556,420 | $190M | +7,890 | 2026-06-30 | Filing |
| UBS Group AG | 503,403 | $172M | +210,798 | 2026-06-30 | Filing |
| Fisher Asset Management, LLC | 423,875 | $145M | -844 | 2026-06-30 | Filing |
| NORGES BANK | 417,041 | $142M | +417,041 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 409,197 | $138M | -59,685 | 2026-06-30 | Filing |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A | 393,112 | $134M | +74,145 | 2026-06-30 | Filing |
| PRIMECAP MANAGEMENT CO/CA | 376,150 | $128M | +22,200 | 2026-06-30 | Filing |