Evercore Inc.
EVRFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Evercore Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 15, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2026-03-31 | 141,624 | $42.3M | SEC filing |
| Radnor Capital Management, LLC | 2026-03-31 | 6,480 | $1.93M | SEC filing |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2026-03-31 | 1,895 | $566K | SEC filing |
| FIRST HORIZON CORP | 2026-03-31 | 126 | $37.6K | SEC filing |
| BLAIR WILLIAM & CO/IL | 2026-03-31 | 25,157 | $7.51M | SEC filing |
| CAPTRUST FINANCIAL ADVISORS | 2026-03-31 | 12,945 | $3.86M | SEC filing |
| CHOREO, LLC | 2026-03-31 | 1,893 | $565K | SEC filing |
| Utah Retirement Systems | 2026-03-31 | 1,948 | $581K | SEC filing |
| Eurizon Capital SGR S.p.A. | 2026-03-31 | 241 | $69.1K | SEC filing |
| Bogart Wealth, LLC | 2026-03-31 | 15 | $4.48K | SEC filing |
| Dana Investment Advisors, Inc. | 2026-03-31 | 6,807 | $2.03M | SEC filing |
| Centurion Wealth Management LLC | 2026-03-31 | 1,050 | $313K | SEC filing |
| Summit Trail Advisors, LLC | 2026-03-31 | 7,908 | $2.36M | SEC filing |
| Ausdal Financial Partners, Inc. | 2026-03-31 | 804 | $240K | SEC filing |
| SEI INVESTMENTS CO | 2026-03-31 | 74,402 | $22.2M | SEC filing |
| Tradewinds Capital Management, LLC | 2026-03-31 | 55 | $16.4K | SEC filing |
| GAMMA Investing LLC | 2026-03-31 | 1,449 | $433K | SEC filing |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026-03-31 | 2,538 | $758K | SEC filing |
| Boston Trust Walden Corp | 2026-03-31 | 61,316 | $18.3M | SEC filing |
| Hurley Capital, LLC | 2026-03-31 | 87 | $25.9K | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Evercore Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-11-06 · HYMAN EDWARD S: Larger than 47 of the 51 other insider sales of Shares of Class A common stock, par value $0.01 per share on file. SEC filing
- 2021-11-23 · SCHLOSSTEIN RALPH: Larger than 49 of the 51 other insider sales of Shares of Class A common stock, par value $0.01 per share on file. SEC filing
- 2021-11-22 · SCHLOSSTEIN RALPH: Larger than 48 of the 51 other insider sales of Shares of Class A common stock, par value $0.01 per share on file. SEC filing
- 2021-11-16 · SCHLOSSTEIN RALPH: Larger than 50 of the 51 other insider sales of Shares of Class A common stock, par value $0.01 per share on file. SEC filing
- 2021-06-01 · Walsh Robert B: Larger than 46 of the 51 other insider sales of Shares of Class A common stock, par value $0.01 per share on file. SEC filing
- 2021-03-01 · SCHLOSSTEIN RALPH: Larger than all 51 other insider sales of Shares of Class A common stock, par value $0.01 per share on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-11 | LaLonde Timothy Gilbert · Chief Financial Officer | Shares of Class A common stock, par value $0.01 per share | S — Open market or private sale | −7,808 | 343.06 | SEC filing |
| 2026-03-06 | Williamson Sarah K · Director | Shares of Class A common stock, par value $0.01 per share | P — Open market or private purchase | +2,000 | 290.43 | SEC filing |
| 2026-02-06 | Klurfeld Jason · General Counsel | Shares of Class A common stock, par value $0.01 per share | S — Open market or private sale | −5,000 | 360.00 | SEC filing |
| 2026-02-05 | Pensa Paul · Contr, Prin. Acct.Officer | Shares of Class A common stock, par value $0.01 per share | S — Open market or private sale | −1,450 | 350.31 | SEC filing |
| 2025-12-09 | Carlton Pamela G · Director | Shares of Class A common stock, par value $0.01 per share | S — Open market or private sale | −192 | 343.11 | SEC filing |
| 2025-08-05 | LaLonde Timothy Gilbert · Chief Financial Officer | Shares of Class A common stock, par value $0.01 per share | S — Open market or private sale | −8,407 | 295.44 | SEC filing |
| 2025-08-01 | Klurfeld Jason · General Counsel | Shares of Class A common stock, par value $0.01 per share | S — Open market or private sale | −5,500 | 285.85 | SEC filing |
| 2025-02-10 | HYMAN EDWARD S · Vice Chair EVR & Chairman EISI | Shares of Class A common stock, par value $0.01 per share | S — Open market or private sale | −17,502 | 271.68 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-10 | WHEELER WILLIAM J · Director | Shares of Class A common stock, par value $0.01 per share | A — Grant, award, or other acquisition | +364 | SEC filing |
| 2026-06-10 | OVERLOCK WILARD J JR · Director | Shares of Class A common stock, par value $0.01 per share | A — Grant, award, or other acquisition | +727 | SEC filing |
| 2026-06-10 | VARNEY CHRISTINE A · Director | Shares of Class A common stock, par value $0.01 per share | A — Grant, award, or other acquisition | +727 | SEC filing |
| 2026-06-10 | Harris Gail Block · Director | Shares of Class A common stock, par value $0.01 per share | A — Grant, award, or other acquisition | +364 | SEC filing |
| 2026-06-10 | FUTTER ELLEN V · Director | Shares of Class A common stock, par value $0.01 per share | A — Grant, award, or other acquisition | +364 | SEC filing |
| 2026-06-10 | Robertson Sir Simon · Director | Shares of Class A common stock, par value $0.01 per share | A — Grant, award, or other acquisition | +364 | SEC filing |
| 2026-06-10 | Williamson Sarah K · Director | Shares of Class A common stock, par value $0.01 per share | A — Grant, award, or other acquisition | +727 | SEC filing |
| 2026-06-10 | MILLARD ROBERT B · Director | Shares of Class A common stock, par value $0.01 per share | A — Grant, award, or other acquisition | +815 | SEC filing |
Showing 8 of 40 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2022-02-24 | HYMAN EDWARD S · Vice Chair EVR & Chairman EISI | Shares of Class A common stock, par value $0.01 per share | J — Other acquisition or disposition | −458,137 | SEC filing |
| 2021-05-13 | HYMAN EDWARD S · Vice Chair EVR & Chairman EISI | Class A Partnership Units of Evercore LP | D — Disposition to the issuer | −1,200 | SEC filing |
| 2021-05-12 | SCHLOSSTEIN RALPH · Co-CEO/Co-Chairman | Shares of Class A common stock, par value $0.01 per share | D — Disposition to the issuer | −500 | SEC filing |
Showing 3 of 3 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.