Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionBoston Partners
Latest Disclosed Ownership580,174 shares
Latest Disclosed Value $ 173,198,818
Boston Partners reports 29.62% decrease in ownership of EVR / Evercore Inc.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 580,174 shares of Evercore Inc. (US:EVR) valued at $173,187,741 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 824,360 shares of Evercore Inc.. This represents a change in shares of -29.62% during the quarter. The current value of the position is $197,311,376 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 580,174 -244,186 -29.62 173,199 -38.26 0.0775
2026-02-13 2025-12-31 13F EVERCORE CLASS A 29977A105 824,360 -424,613 -34.00 280,541 -33.40 0.2905
2025-11-13 2025-09-30 13F EVERCORE CLASS A 29977A105 1,248,973 -471,191 -27.39 421,247 -9.49 0.4325
2025-08-12 2025-06-30 13F/A-1 EVERCORE CLASS A 29977A105 1,720,164 181,137 11.77 465,422 51.58 0.5169
2025-08-07 2025-06-30 13F EVERCORE CLASS A 29977A105 1,720,164 181,137 465,422 0.2137
2025-05-13 2025-03-31 13F EVERCORE CLASS A 29977A105 1,539,027 73,895 5.04 307,040 -24.40 0.3713
2025-02-11 2024-12-31 13F EVERCORE CLASS A 29977A105 1,465,132 -19,035 -1.28 406,155 7.81 0.4940
2024-11-12 2024-09-30 13F EVERCORE CLASS A 29977A105 1,484,167 -190,895 -11.40 376,741 7.51 0.4446
2024-08-14 2024-06-30 13F EVERCORE CLASS A 29977A105 1,675,062 -34,454 -2.02 350,413 6.62 0.4353
2024-05-28 2024-03-31 13F/A-1 EVERCORE CLASS A 29977A105 1,709,516 51,028 3.08 328,642 15.72 0.3915
2024-05-13 2024-03-31 13F EVERCORE CLASS A 29977A105 1,709,516 51,028 328,642 0.1626
2024-02-07 2023-12-31 13F EVERCORE CLASS A 29977A105 1,658,488 165,375 11.08 283,991 38.30 0.3761
2023-11-08 2023-09-30 13F EVERCORE CLASS A 29977A105 1,493,113 5,002 0.34 205,340 11.04 0.2843
2023-08-10 2023-06-30 13F EVERCORE CLASS A 29977A105 1,488,111 1,091,246 274.97 184,920 306.63 0.2489
2023-05-09 2023-03-31 13F EVERCORE CLASS A 29977A105 396,865 17,462 4.60 45,477 5.81 0.0625
2023-02-08 2022-12-31 13F EVERCORE CLASS A 29977A105 379,403 -4,725 -1.23 42,981 28.33 0.0581
2022-11-09 2022-09-30 13F EVERCORE CLASS A 29977A105 384,128 -7,008 -1.79 33,491 -9.40 0.0490
2022-08-10 2022-06-30 13F EVERCORE CLASS A 29977A105 391,136 -147,941 -27.44 36,967 -37.90 0.0517
2022-05-10 2022-03-31 13F EVERCORE CLASS A 29977A105 539,077 -21,412 -3.82 59,529 -21.94 0.0721
2022-02-04 2021-12-31 13F EVERCORE CLASS A 29977A105 560,489 -5,041 -0.89 76,256 -0.14 0.0919
2021-11-05 2021-09-30 13F EVERCORE CLASS A 29977A105 565,530 33,846 6.37 76,360 2.05 0.0967
2021-08-12 2021-06-30 13F EVERCORE CLASS A 29977A105 531,684 -3,361 -0.63 74,825 5.41 0.0954
2021-05-10 2021-03-31 13F EVERCORE CLASS A 29977A105 535,045 -9,858 -1.81 70,987 18.82 0.0952
2021-02-10 2020-12-31 13F/A-1 EVERCORE CLASS A 29977A105 544,903 -41,730 -7.11 59,743 55.58 0.0929
2021-02-04 2020-12-31 13F EVERCORE CLASS A 29977A105 544,903 -41,730 59,743 35,842.2490
2020-11-13 2020-09-30 13F/A-1 EVERCORE CLASS A 29977A105 586,633 -19,707 -3.25 38,401 7.70 0.0699
2020-11-09 2020-09-30 13F EVERCORE CLASS A 29977A105 606,340 0 35,657 26,176.4855
2020-08-12 2020-06-30 13F EVERCORE CLASS A 29977A105 606,340 -8,413 -1.37 35,657 26.00 0.0655
2020-05-13 2020-03-31 13F EVERCORE CLASS A 29977A105 614,753 222,707 56.81 28,299 -3.53 0.0562
2020-02-06 2019-12-31 13F/A-1 EVERCORE CLASS A 29977A105 392,046 127,684 48.30 29,336 39.10 0.0388
2020-02-05 2019-12-31 13F EVERCORE CLASS A 29977A105 392,046 127,684 29,336 16,493.5560
2019-11-20 2019-09-30 13F/A-1 EVERCORE CLASS A 29977A105 264,362 -5,276 -1.96 21,090 -11.69 0.0286
2019-11-08 2019-09-30 13F EVERCORE CLASS A 29977A105 269,711 73 23,575 0.0312
2019-08-26 2019-06-30 13F/A-1 EVERCORE CLASS A 29977A105 269,638 -27,951 -9.39 23,883 -11.81 0.0313
2019-08-09 2019-06-30 13F EVERCORE CLASS A 29977A105 269,638 -27,951 23,883
2019-05-13 2019-03-31 13F/A-1 EVERCORE CLASS A 29977A105 297,589 297,589 27,081 0.0359
2019-05-03 2019-03-31 13F EVERCORE CLASS A 29977A105 297,589 297,589 27,081
2017-08-02 2017-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 0 -8,300 -100.00 0 -100.00
2017-05-03 2017-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 8,300 8,300 647 0.0008
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.