| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $53.3M | 0.07% | 156.18K | −10% | Q2 2026 |
| Bridgewater Associates · Ray Dalio | $11.3M | 0.05% | 33.19K | −63% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a EVR trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Jun 10, 2026 | Lalonde Timothy GilbertChief Financial Officer | Sale at price 343.06 per share. | 7.8K | $2.68M |
| Jun 9, 2026 | Futter Ellen VDirector | Stock Award(Grant) at price 0.00 per share. | 364 | — |
| Jun 9, 2026 | Millard Robert BDirector | Stock Award(Grant) at price 0.00 per share. | 815 | — |
| Jun 9, 2026 | Varney Christine ADirector | Stock Award(Grant) at price 0.00 per share. | 727 | — |
| Jun 9, 2026 | Carlton Pamela GDirector | Stock Award(Grant) at price 0.00 per share. | 364 | — |
| Jun 9, 2026 | Robertson SimonDirector | Stock Award(Grant) at price 0.00 per share. | 364 | — |
| Jun 9, 2026 | Overlock Willard J JrDirector | Stock Award(Grant) at price 0.00 per share. | 727 | — |
| Jun 9, 2026 | Wheeler William JDirector | Stock Award(Grant) at price 0.00 per share. | 364 | — |
| Jun 9, 2026 | Harris Gail BlockDirector | Stock Award(Grant) at price 0.00 per share. | 364 | — |
| Jun 9, 2026 | Williamson Sarah KDirector | Stock Award(Grant) at price 0.00 per share. | 727 | — |
| Mar 5, 2026 | Williamson Sarah KDirector | Purchase at price 290.43 per share. | 2K | $580.86K |
| Feb 18, 2026 | Weinberg John S.Chief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 31.5K | — |
| Feb 18, 2026 | Pensa PaulOfficer | Stock Award(Grant) at price 0.00 per share. | 1.9K | — |
| Feb 18, 2026 | Altman Roger CChairman of the Board | Stock Award(Grant) at price 0.00 per share. | 30.1K | — |
| Feb 18, 2026 | Klurfeld JasonGeneral Counsel | Stock Award(Grant) at price 0.00 per share. | 8.8K | — |
| Feb 18, 2026 | Lalonde Timothy GilbertChief Financial Officer | Stock Award(Grant) at price 0.00 per share. | 12.5K | — |
| Feb 18, 2026 | Lindsey-Clark MatthewOfficer | Stock Award(Grant) at price 0.00 per share. | 7.6K | — |
| Feb 5, 2026 | Klurfeld JasonGeneral Counsel | Sale at price 360.00 per share. | 5K | $1.80M |
| Feb 4, 2026 | Pensa PaulOfficer | Sale at price 350.31 per share. | 1.4K | $507.95K |
| Dec 30, 2025 | Lalonde Timothy GilbertChief Financial Officer | Conversion of Exercise of derivative security at price 340.25 per share. | 100K | $34.02M |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.8 | -12.6 | -3.3 | 7.6 | 6.1 | 0.2 | -6.1 | -10.6 | -10.1 | 3.8 | −21.4% | ||
| 2025 | 5.1 | -17.0 | -17.4 | 2.8 | 12.8 | 16.6 | 11.5 | 6.8 | 4.9 | -12.7 | 8.7 | 6.3 | +22.7% |
| 2024 | 0.4 | 8.9 | 2.9 | -5.8 | 11.8 | 2.7 | 20.1 | -1.9 | 3.1 | 4.3 | 16.6 | -10.0 | +62.1% |
| 2023 | 19.0 | 1.1 | -12.0 | -1.1 | -5.4 | 14.5 | 9.3 | 3.7 | -1.5 | -5.6 | 13.3 | 15.9 | +56.8% |
| 2022 | -8.1 | 1.8 | -12.4 | -5.0 | 8.0 | -18.0 | 6.8 | -6.3 | -12.2 | 27.8 | 9.6 | -5.3 | −19.7% |
| 2021 | -0.5 | 9.8 | 10.0 | 6.4 | 4.1 | -3.5 | -6.1 | 5.6 | -4.3 | 13.6 | -8.7 | -2.1 | +23.9% |
| 2020 | 2.5 | -13.1 | -30.9 | 12.0 | 6.8 | 6.9 | -6.1 | 11.9 | 5.8 | 21.5 | 14.3 | 20.6 | +46.7% |
| 2019 | 25.0 | 3.0 | -1.2 | 7.1 | -20.7 | 14.7 | -2.5 | -7.7 | 0.4 | -8.1 | 5.1 | -3.4 | +4.5% |
| 2018 | 11.7 | -7.5 | -6.3 | 16.1 | 3.1 | 1.0 | 7.2 | -6.1 | -5.3 | -18.8 | 1.1 | -13.3 | −20.5% |
| 2017 | 12.7 | 2.7 | -2.1 | -5.3 | -8.1 | 4.0 | 11.6 | -4.1 | 6.4 | -0.2 | 8.4 | 3.6 | +31.0% |
| 2016 | -16.5 | 3.3 | 10.9 | -0.2 | 0.7 | -15.0 | 14.7 | 1.1 | 0.5 | 4.3 | 25.4 | 1.9 | +27.1% |
| 2015 | -8.6 | 7.0 | 0.8 | -6.6 | 5.7 | 5.9 | 9.0 | -10.9 | -4.1 | 7.5 | 2.8 | -2.6 | +3.2% |
| 2014 | -6.6 | -0.4 | -0.7 | -3.3 | 3.0 | 4.7 | -5.3 | -6.1 | -8.3 | 10.1 | -2.5 | 3.7 | −12.4% |
| 2013 | 26.9 | 6.2 | 2.2 | -9.3 | 5.2 | -1.1 | 20.7 | -6.0 | 10.4 | 2.5 | 8.7 | 9.0 | +98.0% |
| 2012 | 5.9 | -3.5 | 6.9 | -9.1 | -6.5 | -5.3 | -0.9 | 6.6 | 9.3 | 3.3 | -1.5 | 9.9 | +13.4% |
| 2011 | -5.0 | 6.7 | -0.6 | 1.7 | 6.1 | -10.0 | -14.7 | -7.7 | -13.1 | 20.4 | 0.9 | -3.9 | −21.7% |
| 2010 | -1.7 | 0.8 | -0.4 | 19.5 | -9.0 | -28.4 | 0.6 | 4.3 | 16.8 | 6.1 | -0.6 | 12.7 | +11.8% |
| 2009 | -10.1 | 8.7 | 26.5 | 22.2 | 2.3 | 1.7 | 0.2 | 28.0 | 16.0 | 11.7 | -5.0 | -2.0 | +143.4% |
| 2008 | -15.5 | 7.9 | -9.6 | -5.0 | -13.6 | -34.8 | 37.5 | 1.5 | 35.6 | -32.3 | -17.7 | 24.8 | −42.0% |
| 2007 | -8.0 | -5.3 | -2.8 | -7.2 | 9.6 | -6.1 | -19.2 | -12.9 | 25.5 | -1.4 | -19.1 | 2.8 | −41.5% |
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.
Buy / hold / sell counts