Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership1,325 shares
Latest Disclosed Value $ 395,390
Ritholtz Wealth Management reports 11.96% decrease in ownership of EVR / Evercore Inc.

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 1,325 shares of Evercore Inc. (US:EVR) valued at $395,526 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,505 shares of Evercore Inc.. This represents a change in shares of -11.96% during the quarter. The current value of the position is $450,619 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)
2026-04-20 2026-03-31 13F EVERCORE CLASS A 29977A105 1,325 -180 -11.96 395 -22.70 0.0069
2026-01-23 2025-12-31 13F EVERCORE CLASS A 29977A105 1,505 229 17.95 512 18.84 0.0093
2025-10-28 2025-09-30 13F EVERCORE CLASS A 29977A105 1,276 258 25.34 430 56.93 0.0084
2025-07-28 2025-06-30 13F EVERCORE CLASS A 29977A105 1,018 -95 -8.54 275 23.42 0.0061
2025-04-17 2025-03-31 13F EVERCORE CLASS A 29977A105 1,113 -87 -7.25 222 -33.13 0.0066
2025-01-15 2024-12-31 13F EVERCORE CLASS A 29977A105 1,200 -13 -1.07 333 8.14 0.0098
2024-10-10 2024-09-30 13F EVERCORE CLASS A 29977A105 1,213 131 12.11 307 36.44 0.0093
2024-08-01 2024-06-30 13F EVERCORE CLASS A 29977A105 1,082 1,082 226 0.0074
2022-07-15 2022-06-30 13F EVERCORE CLASS A 29977A105 0 -3,183 -100.00 0 -100.00
2022-04-14 2022-03-31 13F EVERCORE CLASS A 29977A105 3,183 243 8.27 354 -11.28 0.0239
2022-01-18 2021-12-31 13F EVERCORE CLASS A 29977A105 2,940 1,040 54.74 399 57.09 0.0248
2021-10-14 2021-09-30 13F EVERCORE CLASS A 29977A105 1,900 1,900 254 0.0176
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.