Estimated market cap $11.26BShares outstanding from the company’s latest SEC filing (all share classes, each priced at its own close; ADRs converted to ADS) × last close from Tiingo. Updated daily. This figure: shares as of Oct 22, 2026, last close Nov 13, 2026.37.98M shares, shares as of Oct 22, 2026CIK 1360901The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
1 buy · 4 sells
$5.05M sold, open market
Congress trades, 24 mo
—
No disclosed trades
13F holders
…
Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
Ask your AI:
Latest 10-Q
What changed in Evercore Inc.'s latest quarterly report, compared with the one before.
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Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Executive-branch trades
1 trade
Trades in Evercore Inc. reported by the President, Cabinet members and other senior executive-branch officials. Amounts are ranges.Form 278-T is the periodic transaction report that senior executive-branch officials file with the Office of Government Ethics. They must report each trade over $1,000 within 30 days of being notified of it, and no later than 45 days after the trade. Amounts are ranges, not exact figures.
Recent executive-branch trades
Official
AssetThe form has no ticker column. The asset is shown as the filer wrote it. We add a ticker link only when we could match the asset to a listed company.
Type
Traded
AmountThe form asks for a range, such as $1,001 - $15,000, not an exact amount. A line can be left blank when the filer's note says the amount was not more than $1,000.
What Evercore Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
467
68.1% of shares · 156 added
Latest 10-Q
Q3 2026
What changed in Evercore Inc.'s latest quarterly report, compared with the one before.
Filed Nov 4, 2026 · Quarter ended Sep 30, 2026
Summary text goes here once it has loaded. Summary text goes here once it has loaded.
Summary text goes here once it has loaded.
Summary text goes here once it has loaded.
AI summary of changes vs the prior report. Written by AI from the paragraphs that changed, and checked against them. This is information, not investment advice.
Compared with the 10-Q for the quarter ended Jun 30, 2026. Sections compared: management's discussion, legal proceedings and controls and procedures.
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No open-market insider trades reported since Jun 11, 2026. Insiders have two business days to file.
Recent insider trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
467 funds report EVR. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Funds own 93% of Class A shares (Q2 2026)Fund managers with more than $100 million in US-listed stocks file a 13F each quarter. It lists their long stock positions only (shorts, options and bonds are left out) and can arrive up to 45 days after the quarter ends, so this is a snapshot of the quarter end. We add up the shares every fund reports in this class and divide by the shares outstanding. The total can pass 100%: the same shares are often reported by more than one manager (an adviser and the fund it runs), lent shares can be reported twice, and the share count can be out of date after buybacks. We divided 35.87M reported Class A shares by 38.46M Class A shares, from the cover page of the company’s filing as of Jul 23, 2026. Only this class is counted, not the company’s other classes.
710 funds hold the Class A shares.
Q3 2026: 68% · 5,560 of ~8,900 funds reported so farFunds have 45 days after a quarter ends to file. This quarter’s reports are still arriving, so the figure only counts the funds that have filed so far and will usually rise.
Q1 202692%
Q2 202693%
Q3 2026 (so far)68%
Q3 2026. 54 new, 156 added to, 189 trimmed, 298 exited since Q2 2026.
Download CSVEvery fund that holds EVR, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
Recent congressional trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
What Evercore Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report
Funds holding the stock by quarter
Q2 2013
154
—
28.03M
$1.1B
Q3 2013
178
+24
29.75M
$1.5B
Q4 2013
199
+21
30.83M
$1.8B
Q1 2014
208
+9
31.63M
$1.7B
Q2 2014
197
-11
33.81M
$1.9B
Q3 2014
212
+15
32.68M
$1.5B
Q4 2014
195
-17
32.64M
$1.7B
Q1 2015
204
+9
33.47M
$1.7B
Q2 2015
197
-7
33.35M
$1.8B
Q3 2015
205
+8
34.49M
$1.7B
Q4 2015
224
+19
37.32M
$2.0B
Q1 2016
227
+3
35.77M
$1.9B
Q2 2016
221
-6
35.74M
$1.6B
Q3 2016
225
+4
35.63M
$1.8B
Q4 2016
269
+44
37.17M
$2.6B
Q1 2017
283
+14
39.35M
$3.1B
Q2 2017
296
+13
38.56M
$2.7B
Q3 2017
296
0
37.47M
$3.0B
Q4 2017
329
+33
38.74M
$3.5B
Q1 2018
352
+23
39.97M
$3.5B
Q2 2018
366
+14
40.10M
$4.2B
Q3 2018
363
-3
40.41M
$4.1B
Q4 2018
332
-31
38.19M
$2.7B
Q1 2019
341
+9
38.30M
$3.5B
Q2 2019
331
-10
38.65M
$3.4B
Q3 2019
340
+9
37.43M
$3.0B
Q4 2019
327
-13
38.36M
$2.9B
Q1 2020
289
-38
36.10M
$1.7B
Q2 2020
303
+14
36.15M
$2.1B
Q3 2020
301
-2
36.51M
$2.4B
Q4 2020
351
+50
36.27M
$4.0B
Q1 2021
409
+58
37.43M
$4.9B
Q2 2021
428
+19
35.72M
$5.0B
Q3 2021
425
-3
34.71M
$4.6B
Q4 2021
438
+13
34.43M
$4.7B
Q1 2022
405
-33
33.91M
$3.8B
Q2 2022
381
-24
31.80M
$3.0B
Q3 2022
369
-12
32.30M
$2.7B
Q4 2022
395
+26
33.00M
$3.6B
Q1 2023
420
+25
33.19M
$3.8B
Q2 2023
400
-20
33.50M
$4.1B
Q3 2023
397
-3
33.17M
$4.6B
Q4 2023
436
+39
35.27M
$6.0B
Q1 2024
473
+37
36.29M
$7.0B
Q2 2024
471
-2
35.36M
$7.4B
Q3 2024
514
+43
34.12M
$8.6B
Q4 2024
583
+69
33.30M
$9.2B
Q1 2025
555
-28
34.48M
$6.9B
Q2 2025
568
+13
35.92M
$9.7B
Q3 2025
632
+64
35.82M
$12.1B
Q4 2025
638
+6
35.19M
$12.0B
Q1 2026
660
+22
35.23M
$10.5B
Q2 2026
711
+51
35.87M
$12.2B
Q3 2026
467
-244
25.86M
$6.6B
Each point is a quarter-end, from Q2 2013 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP number (29977A105). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2013) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.