Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership548,530 shares
Latest Disclosed Value $ 163,715,471
Dimensional Fund Advisors Lp reports 3.11% increase in ownership of EVR / Evercore Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 548,530 shares of Evercore Inc. (US:EVR) valued at $163,741,690 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 531,976 shares of Evercore Inc.. This represents a change in shares of 3.11% during the quarter. The current value of the position is $186,187,538 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)
2026-05-07 2026-03-31 13F EVERCORE CLASS A 29977A105 548,530 16,554 3.11 163,715 -9.55 0.0073
2026-02-12 2025-12-31 13F EVERCORE CLASS A 29977A105 531,976 7,679 1.46 181,011 2.35 0.0380
2025-11-12 2025-09-30 13F EVERCORE CLASS A 29977A105 524,297 -102,464 -16.35 176,862 4.50 0.0380
2025-08-12 2025-06-30 13F EVERCORE CLASS A 29977A105 626,761 65,797 11.73 169,241 51.07 0.0392
2025-05-13 2025-03-31 13F EVERCORE CLASS A 29977A105 560,964 84,966 17.85 112,027 -15.10 0.0278
2025-02-13 2024-12-31 13F EVERCORE CLASS A 29977A105 475,998 -115,876 -19.58 131,947 -12.00 0.0317
2024-11-07 2024-09-30 13F EVERCORE CLASS A 29977A105 591,874 -206,077 -25.83 149,947 -9.83 0.0364
2024-08-09 2024-06-30 13F EVERCORE CLASS A 29977A105 797,951 -34,681 -4.17 166,289 3.70 0.0434
2024-05-10 2024-03-31 13F EVERCORE CLASS A 29977A105 832,632 -26,205 -3.05 160,357 9.15 0.0434
2024-02-07 2023-12-31 13F EVERCORE CLASS A 29977A105 858,837 -39,545 -4.40 146,910 18.60 0.0429
2023-11-09 2023-09-30 13F EVERCORE CLASS A 29977A105 898,382 14,664 1.66 123,875 13.41 0.0406
2023-08-09 2023-06-30 13F EVERCORE CLASS A 29977A105 883,718 -3,603 -0.41 109,225 6.69 0.0348
2023-05-12 2023-03-31 13F EVERCORE CLASS A 29977A105 887,321 17,843 2.05 102,372 108,805.32 0.0345
2023-02-09 2022-12-31 13F EVERCORE CLASS A 29977A105 869,478 3,628 0.42 95 -99.87 0.0280
2022-11-10 2022-09-30 13F EVERCORE CLASS A 29977A105 865,850 763 0.09 71,214 -12.06 0.0273
2022-08-12 2022-06-30 13F EVERCORE CLASS A 29977A105 865,087 -4,458 -0.51 80,980 -16.35 0.0290
2022-05-13 2022-03-31 13F EVERCORE CLA 29977A105 869,545 1,069 0.12 96,807 -17.95 0.0298
2022-02-09 2021-12-31 13F EVERCORE CLA 29977A105 868,476 -29,809 -3.32 117,982 -1.75 0.0357
2021-11-12 2021-09-30 13F EVERCORE CLA 29977A105 898,285 8,951 1.01 120,083 -4.07 0.0387
2021-08-12 2021-06-30 13F EVERCORE CLA 29977A105 889,334 -56,484 -5.97 125,183 0.47 0.0396
2021-05-14 2021-03-31 13F EVERCORE CLA 29977A105 945,818 -12,436 -1.30 124,602 18.60 0.0412
2021-03-08 2020-12-31 13F/A-2 EVERCORE CLA 29977A105 958,254 1,823 0.19 105,064 67.83 0.0379
2021-02-11 2020-12-31 13F EVERCORE CLA 29977A105 958,254 1,823 105,064 37,943.5323
2020-11-12 2020-09-30 13F EVERCORE CLA 29977A105 956,431 -7,108 -0.74 62,600 10.28 0.0265
2020-08-13 2020-06-30 13F EVERCORE CLA 29977A105 963,539 60,353 6.68 56,766 36.45 0.0250
2020-05-14 2020-03-31 13F EVERCORE CLA 29977A105 903,186 -5,567 -0.61 41,602 -38.77 0.0217
2020-02-14 2019-12-31 13F EVERCORE CLA 29977A105 908,753 -3,429 -0.38 67,939 -7.01 0.0248
2019-11-12 2019-09-30 13F EVERCORE CLA 29977A105 912,182 -28,366 -3.02 73,062 -12.30 0.0284
2019-08-13 2019-06-30 13F EVERCORE CLA 29977A105 940,548 -11,063 -1.16 83,305 -3.80 0.0323
2019-08-12 2019-03-31 13F/A-2 EVERCORE CLA 29977A105 951,611 58,997 6.61 86,598 35.57 0.0345
2019-05-10 2019-03-31 13F EVERCORE CLA 29977A105 951,611 58,997 86,598
2019-02-26 2018-12-31 13F/A-1 EVERCORE CLA 29977A105 892,614 41,143 4.83 63,875 -25.39 0.0289
2019-02-13 2018-12-31 13F EVERCORE CLA 29977A105 892,614 41,143 63,875
2018-11-13 2018-09-30 13F EVERCORE CLA 29977A105 851,471 -67,071 -7.30 85,616 -11.61 0.0326
2018-08-10 2018-06-30 13F EVERCORE CLA 29977A105 918,542 -176,849 -16.14 96,862 1.41 0.0386
2018-05-11 2018-03-31 13F EVERCORE CLA 29977A105 1,095,391 -11,795 -1.07 95,518 -4.14 0.0398
2018-02-12 2017-12-31 13F EVERCORE CLA 29977A105 1,107,186 4,097 0.37 99,648 12.57 0.0413
2017-11-13 2017-09-30 13F EVERCORE CLA 29977A105 1,103,089 6,727 0.61 88,523 14.53 0.0387
2017-08-11 2017-06-30 13F EVERCORE PARTNERS CLA 29977A105 1,096,362 63,028 6.10 77,294 -3.98 0.0357
2017-05-12 2017-03-31 13F EVERCORE PARTNERS CLA 29977A105 1,033,334 111,083 12.04 80,496 27.05 0.0385
2017-02-09 2016-12-31 13F EVERCORE PARTNERS CLA 29977A105 922,251 -4,460 -0.48 63,359 32.74 0.0316
2016-11-10 2016-09-30 13F EVERCORE PARTNERS CLA 29977A105 926,711 18,300 2.01 47,733 18.92 0.0258
2016-08-09 2016-06-30 13F EVERCORE PARTNERS CLA 29977A105 908,411 16,754 1.88 40,140 -13.01 0.0231
2016-05-13 2016-03-31 13F EVERCORE PARTNERS CLA 29977A105 891,657 82,114 10.14 46,144 5.42 0.0276
2016-02-10 2015-12-31 13F EVERCORE PARTNERS CLA 29977A105 809,543 64,112 8.60 43,773 16.88 0.0273
2015-11-13 2015-09-30 13F EVERCORE PARTNERS CLA 29977A105 745,431 32,368 4.54 37,450 -2.67 0.0246
2015-08-14 2015-06-30 13F EVERCORE PARTNERS CLA 29977A105 713,063 24,040 3.49 38,477 8.10 0.0236
2015-05-14 2015-03-31 13F EVERCORE PARTNERS CLA 29977A105 689,023 51,615 8.10 35,594 6.63 0.0225
2015-02-06 2014-12-31 13F EVERCORE PARTNERS CLA 29977A105 637,408 56,705 9.76 33,382 22.31 0.0219
2014-11-13 2014-09-30 13F EVERCORE PARTNERS CLA 29977A105 580,703 4,850 0.84 27,293 -17.77 0.0193
2014-08-08 2014-06-30 13F EVERCORE PARTNERS CLA 29977A105 575,853 57,309 11.05 33,192 15.86 0.0231
2014-05-14 2014-03-31 13F EVERCORE PARTNERS CLA 29977A105 518,544 62,102 13.61 28,648 4.99 0.0214
2014-02-12 2013-12-31 13F EVERCORE PARTNERS CLA 29977A105 456,442 26,010 6.04 27,286 28.76 0.0213
2013-11-13 2013-09-30 13F EVERCORE PARTNERS CLA 29977A105 430,432 -51,861 -10.75 21,191 11.86 0.0183
2013-08-15 2013-06-30 13F EVERCORE PARTNERS CLA 29977A105 482,293 482,293 18,944 0.0178
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.