Evercore Inc.
One of the world's largest independent investment banking firms, Evercore helps companies buy, sell, merge, and restructure, and runs research and wealth-management arms under brands like Evercore ISI and Evercore Wealth Management. Founded in 1995 by former Treasury official Roger Altman and two partners, it was built to give conflict-free advice rather than lend or trade for its own account. Its name blends "ever" and "core" for enduring client ties and its M&A focus, though stories tying it to grain alcohol are internet jokes.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Vanguard Portfolio Management | 13GPassive | 5.06% | 1.96M | Jul 31, 2026 |
| Vanguard Capital Management | 13GPassive | 5.02% | 1.99M | Apr 29, 2026 |
| The Vanguard Group | 13G/APassive | 0% | 0 | Mar 26, 2026 |
| Wellington Management Group LLP | 13G/APassive | 5% | 1.93M | Feb 10, 2026 |
| Wellington Group Holdings LLP | 13G/APassive | 5% | 1.93M | Feb 10, 2026 |
| Wellington Investment Advisors Holdings LLP | 13G/APassive | 5% | 1.93M | Feb 10, 2026 |
| Edward S. Hyman | 13D/AActivist | 4.3% | 1.64M | Feb 12, 2025 |