Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership75,135 shares
Latest Disclosed Value $ 22,428,573
Neuberger Berman Group LLC reports 58.33% decrease in ownership of EVR / Evercore Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 75,135 shares of Evercore Inc. (US:EVR) valued at $22,428,549 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 180,304 shares of Evercore Inc.. This represents a change in shares of -58.33% during the quarter. The current value of the position is $25,503,073 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)
2026-05-14 2026-03-31 13F EVERCORE INC A Common 29977A105 75,135 -105,169 -58.33 22,429 -63.44 0.0171
2026-02-13 2025-12-31 13F EVERCORE INC A Common 29977A105 180,304 115,719 179.17 61,348 181.61 0.0457
2025-11-12 2025-09-30 13F EVERCORE INC A Common 29977A105 64,585 59,002 1,056.82 21,786 1,345.59 0.0159
2025-08-25 2025-06-30 13F/A-1 EVERCORE INC A Common 29977A105 5,583 -1,992 -26.30 1,508 -0.33 0.0012
2025-08-13 2025-06-30 13F EVERCORE INC A Common 29977A105 5,583 -1,992 1,508 0.0006
2025-05-13 2025-03-31 13F EVERCORE INC A Common 29977A105 7,575 -219,229 -96.66 1,513 -97.59 0.0013
2025-02-13 2024-12-31 13F EVERCORE INC A Common 29977A105 226,804 47,112 26.22 62,868 38.10 0.0499
2024-11-14 2024-09-30 13F EVERCORE INC A Common 29977A105 179,692 -49,863 -21.72 45,523 -4.86 0.0355
2024-11-14 2024-06-30 13F/A-1 EVERCORE INC A Common 29977A105 229,555 68,594 42.62 47,846 54.35 0.0393
2024-08-13 2024-06-30 13F EVERCORE INC A Common 29977A105 229,555 68,594 47,846 0.0393
2024-11-14 2024-03-31 13F/A-1 EVERCORE INC A Common 29977A105 160,961 74,308 85.75 31,000 109.14 0.0256
2024-05-13 2024-03-31 13F EVERCORE INC A Common 29977A105 160,961 74,308 31,000 0.0256
2024-11-14 2023-12-31 13F/A-2 EVERCORE INC A Common 29977A105 86,653 86,653 14,822 0.0129
2024-02-09 2023-12-31 13F EVERCORE INC A Common 29977A105 86,653 86,653 14,822 0.0129
2023-08-11 2023-06-30 13F EVERCORE INC A Common 29977A105 0 -93,708 -100.00 0 -100.00
2023-05-12 2023-03-31 13F EVERCORE INC A Common 29977A105 93,708 93,708 10,812 0.0100
2023-02-13 2022-12-31 13F EVERCORE INC A Common 29977A105 0 -3,951 -100.00 0 -100.00
2022-11-15 2022-09-30 13F EVERCORE INC A Common 29977A105 3,951 -2,926 -42.55 325 -49.53 0.0003
2022-08-15 2022-06-30 13F EVERCORE INC A Common 29977A105 6,877 -554 -7.46 644 -22.13 0.0006
2022-05-23 2022-03-31 13F/A-1 EVERCORE INC A Common 29977A105 7,431 -574 -7.17 827 -23.57 0.0007
2022-05-13 2022-03-31 13F EVERCORE INC A Common 29977A105 7,431 -574 823 0.0004
2022-02-11 2021-12-31 13F EVERCORE INC A Common 29977A105 8,005 2,576 47.45 1,082 49.04 0.0008
2021-11-12 2021-09-30 13F EVERCORE INC A Common 29977A105 5,429 1,743 47.29 726 39.88 0.0006
2021-08-13 2021-06-30 13F EVERCORE INC A Common 29977A105 3,686 -540 -12.78 519 -6.82 0.0005
2021-05-13 2021-03-31 13F EVERCORE INC A Common 29977A105 4,226 556 15.15 557 38.56 0.0005
2021-02-10 2020-12-31 13F EVERCORE INC A Common 29977A105 3,670 30 0.82 402 68.20 0.0004
2020-11-12 2020-09-30 13F EVERCORE INC A Common 29977A105 3,640 -51 -1.38 239 10.14 0.0003
2020-08-13 2020-06-30 13F EVERCORE INC A Common 29977A105 3,691 3,691 217 0.0003
2018-05-08 2018-03-31 13F EVERCORE INC A Common 29977A105 0 -14,823 -100.00 0 -100.00
2018-02-14 2017-12-31 13F EVERCORE INC A Common 29977A105 14,823 14,823 1,334 0.0015
2014-11-04 2014-09-30 13F EVERCORE PARTNERS COMMON STOCK 29977A105 0 -29,000 -100.00 0 -100.00
2014-08-05 2014-06-30 13F EVERCORE PARTNERS COMMON STOCK 29977A105 29,000 29,000 1,672 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.