Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership12,174 shares
Latest Disclosed Value $ 3,634,060
Citigroup Inc reports 29.52% increase in ownership of EVR / Evercore Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 12,174 shares of Evercore Inc. (US:EVR) valued at $3,634,061 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,399 shares of Evercore Inc.. This represents a change in shares of 29.52% during the quarter. The current value of the position is $4,140,256 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)
2026-05-11 2026-03-31 13F EVERCORE CLASS A 29977A105 12,174 2,775 29.52 3,634 13.63 0.0015
2026-02-13 2025-12-31 13F EVERCORE CLASS A 29977A105 9,399 -3,146 -25.08 3,198 -24.42 0.0014
2025-11-10 2025-09-30 13F EVERCORE CLASS A 29977A105 12,545 -4,199 -25.08 4,232 -6.41 0.0019
2025-08-11 2025-06-30 13F EVERCORE CLASS A 29977A105 16,744 -84,002 -83.38 4,521 -77.53 0.0022
2025-05-12 2025-03-31 13F EVERCORE CLASS A 29977A105 100,746 83,704 491.16 20,121 326.00 0.0103
2025-02-12 2024-12-31 13F EVERCORE CLASS A 29977A105 17,042 6,732 65.30 4,724 80.89 0.0028
2024-11-12 2024-09-30 13F EVERCORE CLASS A 29977A105 10,310 3,937 61.78 2,612 96.61 0.0015
2024-08-12 2024-06-30 13F EVERCORE CLASS A 29977A105 6,373 1,738 37.50 1,328 48.88 0.0009
2024-05-10 2024-03-31 13F EVERCORE CLASS A 29977A105 4,635 874 23.24 893 38.72 0.0006
2024-02-09 2023-12-31 13F EVERCORE CLASS A 29977A105 3,761 -582 -13.40 643 7.53 0.0005
2023-12-06 2023-09-30 13F/A-1 EVERCORE CLASS A 29977A105 4,343 -4,631 -51.60 599 -46.08 0.0004
2023-11-09 2023-09-30 13F EVERCORE CLASS A 29977A105 4,343 -4,631 599 0.0002
2023-08-10 2023-06-30 13F EVERCORE CLASS A 29977A105 8,974 -2,683 -23.02 1,109 -17.55 0.0007
2023-05-11 2023-03-31 13F EVERCORE CLASS A 29977A105 11,657 -3,175 -21.41 1,345 -16.82 0.0009
2023-02-09 2022-12-31 13F EVERCORE CLASS A 29977A105 14,832 -7,672 -34.09 1,618 -12.59 0.0013
2022-11-10 2022-09-30 13F EVERCORE CLASS A 29977A105 22,504 -942 -4.02 1,850 -15.68 0.0013
2022-08-10 2022-06-30 13F EVERCORE CLASS A 29977A105 23,446 -10,088 -30.08 2,194 -41.23 0.0016
2022-05-12 2022-03-31 13F EVERCORE CLASS A 29977A105 33,534 -6,962 -17.19 3,733 -32.14 0.0023
2022-02-10 2021-12-31 13F EVERCORE CLASS A 29977A105 40,496 -6,164 -13.21 5,501 -11.81 0.0029
2021-11-10 2021-09-30 13F EVERCORE CLASS A 29977A105 46,660 -27,107 -36.75 6,238 -39.93 0.0037
2021-08-10 2021-06-30 13F EVERCORE CLASS A 29977A105 73,767 9,209 14.26 10,384 22.08 0.0062
2021-05-13 2021-03-31 13F EVERCORE CLASS A 29977A105 64,558 -13,124 -16.89 8,506 -0.13 0.0055
2021-02-11 2020-12-31 13F EVERCORE CLASS A 29977A105 77,682 28,776 58.84 8,517 165.99 0.0050
2020-11-12 2020-09-30 13F EVERCORE CLASS A 29977A105 48,906 4,422 9.94 3,202 22.12 0.0021
2020-08-12 2020-06-30 13F EVERCORE CLASS A 29977A105 44,484 -9,182 -17.11 2,622 6.07 0.0020
2020-05-12 2020-03-31 13F EVERCORE CLASS A 29977A105 53,666 -37,384 -41.06 2,472 -63.68 0.0022
2020-02-12 2019-12-31 13F EVERCORE CLASS A 29977A105 91,050 -1,430 -1.55 6,807 -8.10 0.0049
2019-11-08 2019-09-30 13F EVERCORE CLASS A 29977A105 92,480 83,162 892.49 7,407 797.82 0.0059
2019-08-12 2019-06-30 13F EVERCORE CLASS A 29977A105 9,318 -56,204 -85.78 825 -86.16 0.0007
2019-05-13 2019-03-31 13F EVERCORE CLASS A 29977A105 65,522 53,604 449.77 5,962 598.94 0.0057
2019-02-12 2018-12-31 13F EVERCORE CLASS A 29977A105 11,918 -4,265 -26.35 853 -47.57 0.0009
2018-11-13 2018-09-30 13F EVERCORE CLASS A 29977A105 16,183 -1,941 -10.71 1,627 -14.86 0.0015
2018-08-10 2018-06-30 13F EVERCORE CLASS A 29977A105 18,124 -61,640 -77.28 1,911 -72.53 0.0018
2018-05-11 2018-03-31 13F EVERCORE CLASS A 29977A105 79,764 37,504 88.75 6,956 82.91 0.0057
2018-02-12 2017-12-31 13F EVERCORE CLASS A 29977A105 42,260 -10,462 -19.84 3,803 -10.12 0.0030
2017-11-13 2017-09-30 13F EVERCORE CLASS A 29977A105 52,722 9,084 20.82 4,231 37.55 0.0035
2017-08-11 2017-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 43,638 -1,927 -4.23 3,076 -13.35 0.0028
2017-05-12 2017-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 45,565 -89,948 -66.38 3,550 -61.86 0.0032
2017-02-10 2016-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 135,513 61,802 83.84 9,309 145.17 0.0084
2016-11-10 2016-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 73,711 27,895 60.88 3,797 87.60 0.0035
2016-08-12 2016-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 45,816 6,284 15.90 2,024 -1.08 0.0021
2016-05-13 2016-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 39,532 19,299 95.38 2,046 86.85 0.0023
2016-02-12 2015-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 20,233 854 4.41 1,095 12.42 0.0011
2015-11-13 2015-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 19,379 9,114 88.79 974 75.50 0.0009
2015-08-13 2015-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 10,265 2,646 34.73 555 40.86 0.0005
2015-05-14 2015-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 7,619 -19,454 -71.86 394 -72.21 0.0004
2015-02-17 2014-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 27,073 12,136 81.25 1,418 101.99 0.0013
2014-11-14 2014-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 14,937 6,486 76.75 702 44.15 0.0006
2014-08-14 2014-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 8,451 -8,432 -49.94 487 -47.86 0.0005
2014-05-15 2014-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 16,883 -544 -3.12 934 -10.36 0.0010
2014-02-14 2013-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 17,427 10,562 153.85 1,042 208.28 0.0009
2013-11-14 2013-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 6,865 -2,580 -27.32 338 -8.65 0.0003
2013-08-14 2013-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 9,445 9,445 370 0.0004
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.