SEC ownership of Evercore Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001360901.

Comparable stake leader

WELLINGTON MANAGEMENT GROUP LLP

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

31 Mar 2026

Top shareholders Insider holders Latest transactions

Public ticker: EVR on NYSE
Parsed ownership sources: 13D/G, 13F, and 3/4/5
Largest SEC-reported holder: WELLINGTON MANAGEMENT GROUP LLP
Latest 13D/G holder: WELLINGTON MANAGEMENT GROUP LLP
Latest parsed ownership date: 31 Mar 2026
Issuer CIK: 0001360901
Issuer location: New York, NY

Ownership snapshot

Top shareholders of Evercore Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

WELLINGTON MANAGEMENT GRO...

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

31 Mar 2026

13D/G 13F 3/4/5 Lead comparable stake: 5% 13D/G row: WELLINGTON MANAGEMENT GROUP LLP Showing 1-8 of 50 holder rows.

Quick read

WELLINGTON MANAGEMENT GROUP LLP leads the comparable SEC ownership view at 5%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens WELLINGTON MANAGEMENT GROUP LLP's linked filing trail.

Comparable ownership Top 5

WELLINGTON MANAGEMENT GROUP LLP 5%

Edward S. Hyman 4.3%

John S. Weinberg 1.6%

Jason Klurfeld 0.15%

Gail Block Harris 0.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
WELLINGTON MANAGEMENT GROUP LLP	13D/G 13F Company 13D/G 13F	5%	$657,150,004 1,931,374 shares	-$31,352,676	31 Dec 2025
Edward S. Hyman	3/4/5 13D/G Vice Chair EVR & Chairman EISI 3/4/5 13D/G	4.3% from 13D/G	$789,753,353 3,549,554 shares	—	06 Feb 2025
John S. Weinberg	3/4/5 CEO/Chairman, Director 3/4/5	1.6%	$236,923,080 636,890 shares	—	19 Feb 2026
Jason Klurfeld	3/4/5 General Counsel 3/4/5	0.15%	$21,498,996 57,793 shares	-$3,372,175	19 Feb 2026
Gail Block Harris	3/4/5 Director 3/4/5	0.1%	$12,527,732 39,787 shares	—	05 Sep 2025
Matthew Lindsey-Clark	3/4/5 Co-Head EMEA IB 3/4/5	0.07%	$10,359,084 27,847 shares	—	19 Feb 2026
Sarah K. Williamson	3/4/5 Director 3/4/5	0.03%	$3,875,788 13,345 shares	+$580,860	06 Mar 2026
Paul Pensa	3/4/5 Contr, Prin. Acct.Officer 3/4/5	0.02%	$2,562,708 6,889 shares	-$507,950	19 Feb 2026

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$5,848,906.

Buys

$580,860

Insiders: 1

Sells

$6,429,766

Insiders: 4

Net

-$5,848,906

Shares: -18,549

Window

Last 12 months

4 rolling buckets

Buy value Sell value

Shares: 2,000 Shares: 20,549

Window (months)	Buy shares	Sell shares	Buy value	Sell value	Net value
0-3	0	0	$0	$0	$0
3-6	2,000	6,450	$580,860	$2,307,950	-$1,727,090
6-9	0	192	$0	$65,877	-$65,877
9-12	0	13,907	$0	$4,055,939	-$4,055,939

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 21 reporting-owner rows connected to Evercore Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows

Largest Forms 3/4/5 holder

Edward S. Hyman

Net 12M change

-$5,848,906

Latest report

06 Mar 2026

Name	Relationship	Holdings Value	Past Year Net Change	Change %	Valuation	Report Date
Edward S. Hyman	Vice Chair EVR & Chairman EISI	$789,753,353			Mixed	06 Feb 2025
John S. Weinberg	CEO/Chairman, Director	$236,923,080			Mixed	19 Feb 2026
Roger C. Altman	Founder and Senior Chairman, Director	$66,233,027			Mixed	19 Feb 2026
Ralph Schlosstein	Co-CEO/Co-Chairman, Director	$36,535,231			Mixed	15 Feb 2022
Jason Klurfeld	General Counsel	$21,498,996	-$3,372,175	-14%	Mixed	19 Feb 2026
Robert B. Millard	Director	$19,684,497			Mixed	11 Jun 2025
Timothy Gilbert LaLonde	Chief Financial Officer	$15,850,176	-$2,483,764	-14%	Mixed	19 Feb 2026
Gail Block Harris	Director	$12,527,732			Mixed	05 Sep 2025
Matthew Lindsey-Clark	Co-Head EMEA IB	$10,359,084			Mixed	19 Feb 2026
Robert B. Walsh	CFO (through 8/31/2021)	$8,355,792			Mixed	31 Dec 2021
Wilard J. Overlock Jr.	Director	$5,306,241			Mixed	11 Jun 2025
Celeste Mellet	Chief Financial Officer	$5,068,128			Mixed	06 Jul 2022
William J. Wheeler	Director	$4,542,301			Mixed	11 Jun 2025
Sarah K. Williamson	Director	$3,875,788	+$580,860	+18%	Filing P/S	06 Mar 2026
Sir Simon Robertson	Director	$3,436,817			Mixed	11 Jun 2025
Richard I. Beattie	Director	$2,572,270			Filing P/S	05 Dec 2023
Paul Pensa	Contr, Prin. Acct.Officer	$2,562,708	-$507,950	-17%	Mixed	19 Feb 2026
Ellen Futter V	Director	$2,529,239			Mixed	11 Jun 2025
Pamela G. Carlton	Director	$1,194,365	-$65,877	-5.2%	Filing P/S	09 Dec 2025
Kendrick R. Wilson III	Director	$561,965			Mixed	17 Jun 2021

Recent insider transactions for Evercore Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	SEC-reported value	SEC-reported price	Shares	Shares owned	Date	Ownership
Sarah K. Williamson	EVR	Shares of Class A common stock, par value $0.01 per share	Purchase	17.6%	$580,860	$290.43	2,000	13,345	06 Mar 2026	Direct
John S. Weinberg	EVR	Shares of Class A common stock, par value $0.01 per share	Award	5.21%			31,528	636,890	19 Feb 2026	Direct
Paul Pensa	EVR	Shares of Class A common stock, par value $0.01 per share	Award	37.2%			1,867	6,889	19 Feb 2026	Direct
Matthew Lindsey-Clark	EVR	Shares of Class A common stock, par value $0.01 per share	Award	37.8%			7,638	27,847	19 Feb 2026	Direct
Timothy Gilbert LaLonde	EVR	Shares of Class A common stock, par value $0.01 per share	Award	41.4%			12,465	42,608	19 Feb 2026	Direct
Jason Klurfeld	EVR	Shares of Class A common stock, par value $0.01 per share	Award	18%			8,799	57,793	19 Feb 2026	Direct
Roger C. Altman	EVR	Shares of Class A common stock, par value $0.01 per share	Award	55.6%			30,062	84,152	19 Feb 2026	Direct
Jason Klurfeld	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-0.76%			-374	48,994	13 Feb 2026	Direct
Jason Klurfeld	EVR	Shares of Class A common stock, par value $0.01 per share	Sale	-9.2%	$1,800,000	$360.00	-5,000	49,368	06 Feb 2026	Direct
Paul Pensa	EVR	Shares of Class A common stock, par value $0.01 per share	Sale	-22.4%	$507,950	$350.31	-1,450	5,022	05 Feb 2026	Direct
Roger C. Altman	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-20%			-13,554	54,090	04 Feb 2026	Direct
Jason Klurfeld	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-8.91%			-5,319	54,368	04 Feb 2026	Direct
Paul Pensa	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-16.2%			-1,255	6,472	04 Feb 2026	Direct
Matthew Lindsey-Clark	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-15%			-3,578	20,209	04 Feb 2026	Direct
John S. Weinberg	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-2.16%			-13,360	605,362	04 Feb 2026	Direct
Timothy Gilbert LaLonde	EVR	Shares of Class A common stock, par value $0.01 per share	Tax liability	-19.5%			-7,320	30,143	04 Feb 2026	Direct
Timothy Gilbert LaLonde	EVR	Class K Units of Evercore LP	Options Exercise				150,000	150,000	31 Dec 2025	Direct
Timothy Gilbert LaLonde	EVR	Class K-P Units of Evercore LP	Options Exercise	-100%			-100,000	0	31 Dec 2025	Direct
Pamela G. Carlton	EVR	Shares of Class A common stock, par value $0.01 per share	Sale	-5.23%	$65,877	$343.11	-192	3,481	09 Dec 2025	Direct
Roger C. Altman	EVR	Partnership units of Evercore LP	Gift	-24.4%			-33,400	103,734	06 Nov 2025	Direct
Gail Block Harris	EVR	Shares of Class A common stock, par value $0.01 per share	Gift	-0.08%			-33	39,787	05 Sep 2025	Direct
Roger C. Altman	EVR	Partnership units of Evercore LP	Gift	-19.6%			-33,400	137,134	22 Aug 2025	Direct
Timothy Gilbert LaLonde	EVR	Shares of Class A common stock, par value $0.01 per share	Sale	-18.3%	$2,483,764	$295.44	-8,407	37,463	05 Aug 2025	Direct
Jason Klurfeld	EVR	Shares of Class A common stock, par value $0.01 per share	Sale	-8.44%	$1,572,175	$285.85	-5,500	59,687	01 Aug 2025	Direct
Roger C. Altman	EVR	Partnership units of Evercore LP	Gift	-12.1%			-23,400	170,534	31 Jul 2025	Direct
Ellen Futter V	EVR	Shares of Class A common stock, par value $0.01 per share	Award	8.21%			527	6,948	11 Jun 2025	Direct
Robert B. Millard	EVR	Shares of Class A common stock, par value $0.01 per share	Award	2.29%			1,181	52,682	11 Jun 2025	Direct
Sarah K. Williamson	EVR	Shares of Class A common stock, par value $0.01 per share	Award	10.2%			1,054	11,345	11 Jun 2025	Direct
William J. Wheeler	EVR	Shares of Class A common stock, par value $0.01 per share	Award	4.48%			527	12,278	11 Jun 2025	Direct
Wilard J. Overlock Jr.	EVR	Shares of Class A common stock, par value $0.01 per share	Award	7.81%			1,054	14,552	11 Jun 2025	Direct
Gail Block Harris	EVR	Shares of Class A common stock, par value $0.01 per share	Award	1.34%			527	39,820	11 Jun 2025	Direct
Sir Simon Robertson	EVR	Shares of Class A common stock, par value $0.01 per share	Award	5.97%			527	9,351	11 Jun 2025	Direct
Pamela G. Carlton	EVR	Shares of Class A common stock, par value $0.01 per share	Award	16.8%			527	3,673	11 Jun 2025	Direct

^* marks a reported price that did not pass the local price check.