Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionAlps Advisors Inc
Latest Disclosed Ownership15,090 shares
Latest Disclosed Value $ 4,504,516
Alps Advisors Inc reports 0.89% decrease in ownership of EVR / Evercore Inc.

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 15,090 shares of Evercore Inc. (US:EVR) valued at $4,504,516 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,226 shares of Evercore Inc.. This represents a change in shares of -0.89% during the quarter. The current value of the position is $5,131,958 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)
2026-05-08 2026-03-31 13F EVERCORE CLASS A 29977A105 15,090 -136 -0.89 4,505 -13.05 0.0195
2026-02-12 2025-12-31 13F EVERCORE CLASS A 29977A105 15,226 -861 -5.35 5,181 -4.53 0.0302
2025-11-05 2025-09-30 13F EVERCORE CLASS A 29977A105 16,087 -20,712 -56.28 5,426 -45.39 0.0302
2025-08-11 2025-06-30 13F EVERCORE CLASS A 29977A105 36,799 -230 -0.62 9,936 34.36 0.0573
2025-04-30 2025-03-31 13F EVERCORE CLASS A 29977A105 37,029 4,312 13.18 7,395 -18.45 0.0429
2025-02-13 2024-12-31 13F EVERCORE CLASS A 29977A105 32,717 4,934 17.76 9,069 28.84 0.0572
2024-11-12 2024-09-30 13F EVERCORE CLASS A 29977A105 27,783 -20,605 -42.58 7,039 -30.21 0.0471
2024-08-13 2024-06-30 13F EVERCORE CLASS A 29977A105 48,388 6,583 15.75 10,086 25.26 0.0692
2024-05-14 2024-03-31 13F EVERCORE CLASS A 29977A105 41,805 6,318 17.80 8,051 32.64 0.0570
2024-02-14 2023-12-31 13F EVERCORE CLASS A 29977A105 35,487 4,992 16.37 6,070 44.39 0.0477
2023-11-14 2023-09-30 13F EVERCORE CLASS A 29977A105 30,495 -342 -1.11 4,205 10.31 0.0349
2023-08-14 2023-06-30 13F EVERCORE CLASS A 29977A105 30,837 9,609 45.27 3,811 55.61 0.0331
2023-05-10 2023-03-31 13F EVERCORE CLASS A 29977A105 21,228 2,340 12.39 2,449 18.88 0.0216
2023-02-14 2022-12-31 13F EVERCORE CLASS A 29977A105 18,888 1,970 11.64 2,060 47.99 0.0184
2022-11-14 2022-09-30 13F EVERCORE CLASS A 29977A105 16,918 2,434 16.80 1,392 2.65 0.0132
2022-08-15 2022-06-30 13F/A-1 EVERCORE CLASS A 29977A105 14,484 11,378 366.32 1,356 291.91 0.0132
2022-08-11 2022-06-30 13F EVERCORE CLASS A 29977A105 14,484 11,378 1,356 0.0130
2022-05-16 2022-03-31 13F EVERCORE CLASS A 29977A105 3,106 426 15.90 346 -4.95 0.0038
2022-02-09 2021-12-31 13F EVERCORE CLASS A 29977A105 2,680 -124,946 -97.90 364 -97.87 0.0041
2021-11-15 2021-09-30 13F EVERCORE CLASS A 29977A105 127,626 125,215 5,193.49 17,060 4,932.45 0.1644
2021-08-11 2021-06-30 13F EVERCORE CLASS A 29977A105 2,411 0 0.00 339 6.60 0.0030
2021-05-07 2021-03-31 13F EVERCORE CLASS A 29977A105 2,411 2,411 318 0.0031
2020-11-05 2020-09-30 13F/A-1 EVERCORE CLASS A 29977A105 0 -4,794 -100.00 0 -100.00
2020-08-05 2020-06-30 13F EVERCORE CLASS A 29977A105 4,794 -534 -10.02 282 15.10 0.0038
2020-05-06 2020-03-31 13F EVERCORE CLASS A 29977A105 5,328 1,200 29.07 245 -20.71 0.0038
2020-02-07 2019-12-31 13F EVERCORE CLASS A 29977A105 4,128 -180 -4.18 309 -10.43 0.0024
2019-11-04 2019-09-30 13F EVERCORE COMMON STOCK 29977A105 4,308 159 3.83 345 -5.99 0.0027
2019-08-07 2019-06-30 13F EVERCORE COMMON STOCK 29977A105 4,149 -220 -5.04 367 -7.79 0.0027
2019-05-01 2019-03-31 13F EVERCORE COMMON STOCK 29977A105 4,369 -171 -3.77 398 22.46 0.0028
2019-02-04 2018-12-31 13F EVERCORE COMMON STOCK 29977A105 4,540 -225 -4.72 325 -32.15 0.0025
2018-10-25 2018-09-30 13F EVERCORE COMMON STOCK 29977A105 4,765 31 0.65 479 -4.01 0.0031
2018-08-02 2018-06-30 13F/A-2 EVERCORE COMMON STOCK 29977A105 4,734 -224 -4.52 499 15.51 0.0033
2018-07-31 2018-06-30 13F/A-1 EVERCORE COMMON STOCK 29977A105 6,497 1,763 585 0.0037
2018-07-25 2018-06-30 13F EVERCORE COMMON STOCK 29977A105 6,497 1,539 585
2018-05-01 2018-03-31 13F EVERCORE COMMON STOCK 29977A105 4,958 -1,539 -23.69 432 -26.15 0.0034
2018-02-20 2017-12-31 13F/A-1 EVERCORE COMMON STOCK 29977A105 6,497 0 0.00 585 12.28 0.0041
2018-02-05 2017-12-31 13F EVERCORE COMMON STOCK 29977A105 6,497 0 585
2017-11-03 2017-09-30 13F EVERCORE COMMON STOCK 29977A105 6,497 6,497 521 0.0037
2016-05-10 2016-03-31 13F EVERCORE PARTNERS INC-CL A Common Stock 29977A105 0 0 0 0.0000
2016-02-05 2015-12-31 13F EVERCORE PARTNERS INC-CL A Common Stock 29977A105 0 0 0 0.0000
2015-11-13 2015-09-30 13F EVERCORE PARTNERS INC-CL A Common Stock 29977A105 0 -10,283 -100.00 0 -100.00
2015-08-12 2015-06-30 13F EVERCORE PARTNERS INC-CL A Common Stock 29977A105 10,283 160 1.58 555 6.12 0.0047
2015-05-15 2015-03-31 13F EVERCORE PARTNERS INC-CL A Common Stock 29977A105 10,123 -349 -3.33 523 -4.56 0.0043
2015-02-13 2014-12-31 13F EVERCORE PARTNERS INC-CL A Common Stock 29977A105 10,472 -1,402 -11.81 548 -1.79 0.0043
2014-12-18 2014-09-30 13F/A-1 EVERCORE PARTNERS INC-CL A Common Stock 29977A105 11,874 1,510 14.57 558 -6.53 0.0043
2014-11-24 2014-09-30 13F EVERCORE PARTNERS INC-CL A Common Stock 29977A105 11,874 558
2014-08-20 2014-06-30 13F/A-1 EVERCORE PARTNERS INC-CL A Common Stock 29977A105 10,364 264 2.61 597 6.99 0.0051
2014-08-15 2014-06-30 13F EXLSERVICE HOLDINGS Common Stock 29977A105 20,216 595
2014-05-15 2014-03-31 13F EVERCORE PARTNERS INC-CL A Common Stock 29977A105 10,100 10,100 558 0.0054
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.