Dividend on the way · $0.89
Evercore
Advises on complex transactions and delivers underwriting, research, sales and trading.
$293.00
After-hours close+2.91 (+1.00%)
At close$290.09(−0.69%)
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Breakdown13F · Form 4
Institutions 131.87%Insiders 2.60%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 38.68M · Float 36.64M · 94.7% free float
Institutions13F, as of Jun 30, 2026
735 holders · 51.01M shares · 114 new positions · 374 increased · 244 reduced · 52 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.72M | 9.61% | +66.8K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 1.96M | 5.06% | −18.0K | Aug 13, 2026 |
| AQR Capital Management LLC | 1.71M | 4.42% | +394.1K | Aug 14, 2026 |
| Vanguard Capital Management LLC | 1.68M | 4.34% | −14.7K | Aug 13, 2026 |
| Invesco Ltd. | 1.60M | 4.14% | +178.0K | Aug 14, 2026 |
| State Street Corp | 1.21M | 3.12% | +27.1K | Aug 7, 2026 |
| FMR LLC | 1.13M | 2.93% | −537.2K | Aug 13, 2026 |
| Geode Capital Management, LLC | 1.10M | 2.84% | +55.1K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Vanguard Portfolio Management | 5.06% | 1.96M | 13G | Jul 31, 2026 ↗ |
| Vanguard Capital Management | 5.02% | 1.99M | 13G | Apr 29, 2026 ↗ |
| Wellington Management Group LLP | 5.00% | 1.93M | 13G | Feb 10, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| John S. Weinberg | director, officer: CEO/Chairman | 636.9K | 1.65% | Feb 23, 2026 |
| Roger C. Altman | director, officer: Founder and Senior Chairman | 84.2K | 0.22% | Feb 23, 2026 |
| Jason Klurfeld | officer: General Counsel | 57.8K | 0.15% | Feb 23, 2026 |
| Robert B. Millard | director | 53.5K | 0.14% | Jun 12, 2026 |
| Gail Block Harris | director | 40.2K | 0.10% | Jun 12, 2026 |
| Timothy Gilbert LaLonde | officer: Chief Financial Officer | 34.8K | 0.09% | Jun 15, 2026 |
| Matthew Lindsey-Clark | officer: Co-Head EMEA IB | 27.8K | 0.07% | Feb 23, 2026 |
| Wilard J. Jr Overlock | director | 15.3K | 0.04% | Jun 12, 2026 |
| Sarah K. Williamson | director | 14.1K | 0.04% | Jun 12, 2026 |
| William J. Wheeler | director | 12.6K | 0.03% | Jun 12, 2026 |
21 people have not refiled in the last 18 months (3.58M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 11, 2026 | Timothy Gilbert LaLondeofficer: Chief Financial Officer | Sale | 7,808 | $343.06 | 34,800 |
| Feb 5, 2026 | Paul Pensaofficer: Contr, Prin. Acct.Officer | Sale | 1,450 | $350.31 | 5,022 |
| Feb 6, 2026 | Jason Klurfeldofficer: General Counsel | Sale | 5,000 | $360.00 | 49,368 |
| Dec 9, 2025 | Pamela G. Carltondirector | Sale | 192 | $343.11 | 3,481 |
CongressHouse and Senate disclosures
Not reported.