Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership2,366 shares
Latest Disclosed Value $ 706,463
Advisor Group Holdings, Inc. reports 18.02% decrease in ownership of EVR / Evercore Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 2,366 shares of Evercore Inc. (US:EVR) valued at $706,275 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,886 shares of Evercore Inc.. This represents a change in shares of -18.02% during the quarter. The current value of the position is $803,091 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F EVERCORE CLASS A 29977A105 2,366 -520 -18.02 706 -28.11 0.0006
2026-02-17 2025-12-31 13F EVERCORE CLASS A 29977A105 2,886 -372 -11.42 982 -8.22 0.0014
2025-11-14 2025-09-30 13F EVERCORE CLASS A 29977A105 3,258 841 34.80 1,070 64.87 0.0015
2025-09-04 2025-06-30 13F/A-1 VERCORE CLASS A 29977A105 2,417 -7 -0.29 650 34.09 0.0012
2025-08-13 2025-06-30 13F VERCORE CLASS A 29977A105 2,120 -304 583 0.0007
2025-05-12 2025-03-31 13F EVERCORE CLASS A 29977A105 2,424 -48 -1.94 484 -29.34 0.0011
2025-06-06 2024-12-31 13F/A-1 EVERCORE CLASS A 29977A105 2,472 147 6.32 685 16.30 0.0015
2025-02-07 2024-12-31 13F EVERCORE CLASS A 29977A105 2,083 -242 540 0.0014
2024-11-13 2024-09-30 13F EVERCORE CLASS A 29977A105 2,325 123 5.59 589 28.60 0.0013
2024-08-13 2024-06-30 13F EVERCORE CLASS A 29977A105 2,202 -7,099 -76.33 459 -74.43 0.0011
2024-05-10 2024-03-31 13F EVERCORE CLASS A 29977A105 9,301 -20,826 -69.13 1,791 -65.28 0.0040
2024-02-12 2023-12-31 13F EVERCORE CLASS A 29977A105 30,127 -4,596 -13.24 5,158 7.66 0.0090
2023-11-13 2023-09-30 13F EVERCORE CLASS A 29977A105 34,723 14,483 71.56 4,792 91.33 0.0071
2023-08-21 2023-06-30 13F/A-1 EVERCORE CLASS A 29977A105 20,240 234 1.17 2,505 8.35 0.0045
2023-08-10 2023-06-30 13F EVERCORE CLASS A 29977A105 20,240 234 2,505 0.0007
2023-05-12 2023-03-31 13F EVERCORE CLASS A 29977A105 20,006 203 1.03 2,311 6.89 0.0043
2023-02-10 2022-12-31 13F EVERCORE CLASS A 29977A105 19,803 -454 -2.24 2,162 29.62 0.0044
2022-11-14 2022-09-30 13F EVERCORE CLASS A 29977A105 20,257 1,343 7.10 1,668 -5.92 0.0038
2022-08-10 2022-06-30 13F EVERCORE CLASS A 29977A105 18,914 638 3.49 1,773 -32.94 0.0039
2022-05-04 2022-03-31 13F EVERCORE CLASS A 29977A105 18,276 -1,119 -5.77 2,644 0.23 0.0051
2022-02-03 2021-12-31 13F EVERCORE CLASS A 29977A105 19,395 7,738 66.38 2,638 68.89 0.0050
2021-11-05 2021-09-30 13F EVERCORE CLASS A 29977A105 11,657 -239 -2.01 1,562 -6.86 0.0033
2021-08-02 2021-06-30 13F EVERCORE CLASS A 29977A105 11,896 -214 -1.77 1,677 5.01 0.0036
2021-05-13 2021-03-31 13F EVERCORE CLASS A 29977A105 12,110 714 6.27 1,597 27.96 0.0038
2021-02-10 2020-12-31 13F EVERCORE CLASS A 29977A105 11,396 4,052 55.17 1,248 161.64 0.0033
2020-11-12 2020-09-30 13F EVERCORE CLASS A 29977A105 7,344 25 0.34 477 10.67 0.0014
2020-08-14 2020-06-30 13F EVERCORE CLASS A 29977A105 7,319 -834 -10.23 431 13.42 0.0014
2020-05-18 2020-03-31 13F EVERCORE CLASS A 29977A105 8,153 8,153 380 0.0016
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.