Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionFifth Third Bancorp
Latest Disclosed Ownership20,929 shares
Latest Disclosed Value $ 6,247,466
Fifth Third Bancorp reports 126.82% increase in ownership of EVR / Evercore Inc.

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 20,929 shares of Evercore Inc. (US:EVR) valued at $6,247,516 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 9,227 shares of Evercore Inc.. This represents a change in shares of 126.82% during the quarter. The current value of the position is $7,103,930 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)
2026-05-01 2026-03-31 13F EVERCORE CLASS A 29977A105 20,929 11,702 126.82 6,247 99.01 0.0114
2026-02-02 2025-12-31 13F EVERCORE CLASS A 29977A105 9,227 -21 -0.23 3,139 0.64 0.0100
2025-11-07 2025-09-30 13F EVERCORE CLASS A 29977A105 9,248 -279 -2.93 3,120 21.27 0.0100
2025-07-15 2025-06-30 13F EVERCORE CLASS A 29977A105 9,527 2,419 34.03 2,572 81.25 0.0089
2025-04-15 2025-03-31 13F EVERCORE CLASS A 29977A105 7,108 134 1.92 1,420 -26.59 0.0054
2025-01-21 2024-12-31 13F EVERCORE CLASS A 29977A105 6,974 -177 -2.48 1,933 6.74 0.0070
2024-10-17 2024-09-30 13F EVERCORE CLASS A 29977A105 7,151 7 0.10 1,812 21.63 0.0066
2024-07-22 2024-06-30 13F EVERCORE CLASS A 29977A105 7,144 29 0.41 1,489 8.69 0.0057
2024-04-23 2024-03-31 13F EVERCORE CLASS A 29977A105 7,115 -7 -0.10 1,370 12.48 0.0054
2024-01-19 2023-12-31 13F EVERCORE CLASS A 29977A105 7,122 -83 -1.15 1,218 22.66 0.0052
2023-10-31 2023-09-30 13F EVERCORE CLASS A 29977A105 7,205 128 1.81 993 13.62 0.0046
2023-07-26 2023-06-30 13F EVERCORE CLASS A 29977A105 7,077 47 0.67 875 7.77 0.0039
2023-04-24 2023-03-31 13F EVERCORE CLASS A 29977A105 7,030 39 0.56 811 6.43 0.0038
2023-01-25 2022-12-31 13F EVERCORE CLASS A 29977A105 6,991 -643 -8.42 763 21.34 0.0037
2022-10-25 2022-09-30 13F EVERCORE CLASS A 29977A105 7,634 -188 -2.40 628 -14.21 0.0033
2022-08-04 2022-06-30 13F EVERCORE CLASS A 29977A105 7,822 140 1.82 732 -14.39 0.0035
2022-04-19 2022-03-31 13F EVERCORE CLASS A 29977A105 7,682 -3,024 -28.25 855 -41.20 0.0035
2022-02-01 2021-12-31 13F EVERCORE CLASS A 29977A105 10,706 362 3.50 1,454 5.13 0.0057
2021-10-15 2021-09-30 13F EVERCORE CLASS A 29977A105 10,344 56 0.54 1,383 -4.49 0.0060
2021-08-06 2021-06-30 13F EVERCORE CLASS A 29977A105 10,288 -40,444 -79.72 1,448 -78.33 0.0064
2021-05-07 2021-03-31 13F EVERCORE CLASS A 29977A105 50,732 39,474 350.63 6,683 441.57 0.0310
2021-02-16 2020-12-31 13F EVERCORE CLASS A 29977A105 11,258 -188 -1.64 1,234 64.75 0.0061
2020-11-09 2020-09-30 13F EVERCORE CLASS A 29977A105 11,446 -30,186 -72.51 749 -69.47 0.0041
2020-08-05 2020-06-30 13F EVERCORE CLASS A 29977A105 41,632 -67,467 -61.84 2,453 -51.18 0.0147
2020-05-05 2020-03-31 13F EVERCORE CLASS A 29977A105 109,099 -38,481 -26.07 5,025 -54.45 0.0359
2020-02-14 2019-12-31 13F EVERCORE CLASS A 29977A105 147,580 -49,431 -25.09 11,033 -30.09 0.0614
2019-11-14 2019-09-30 13F EVERCORE CLASS A 29977A105 197,011 -30,819 -13.53 15,781 -21.79 0.0946
2019-08-07 2019-06-30 13F EVERCORE CLASS A 29977A105 227,830 -2,912 -1.26 20,179 -3.90 0.1233
2019-05-14 2019-03-31 13F EVERCORE CLASS A 29977A105 230,742 -2,808 -1.20 20,998 25.64 0.1348
2019-02-14 2018-12-31 13F EVERCORE CLASS A 29977A105 233,550 -41,839 -15.19 16,713 -39.64 0.1215
2018-11-14 2018-09-30 13F EVERCORE CLASS A 29977A105 275,389 28,442 11.52 27,690 6.33 0.1762
2018-08-14 2018-06-30 13F EVERCORE CLASS A 29977A105 246,947 10,429 4.41 26,041 26.27 0.1765
2018-05-15 2018-03-31 13F EVERCORE CLASS A 29977A105 236,518 11,279 5.01 20,624 1.74 0.1405
2018-02-14 2017-12-31 13F EVERCORE CLASS A 29977A105 225,239 23,766 11.80 20,272 25.38 0.1379
2017-11-14 2017-09-30 13F EVERCORE CLASS A 29977A105 201,473 18,917 10.36 16,168 25.63 0.1157
2017-08-11 2017-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 182,556 6,936 3.95 12,870 -5.93 0.0947
2017-05-12 2017-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 175,620 19,880 12.76 13,681 27.87 0.1034
2017-02-13 2016-12-31 13F/A-1 EVERCORE PARTNERS CLASS A 29977A105 155,740 27,301 21.26 10,699 61.71 0.0863
2017-02-09 2016-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 128,439 0 6,616 0.0548
2016-11-10 2016-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 128,439 -12,589 -8.93 6,616 6.16 0.0548
2016-08-11 2016-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 141,028 30,491 27.58 6,232 8.95 0.0529
2016-05-13 2016-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 110,537 45,043 68.77 5,720 61.54 0.0495
2016-02-16 2015-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 65,494 57,173 687.09 3,541 747.13 0.0311
2015-11-13 2015-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 8,321 -1,183 -12.45 418 -18.52 0.0039
2015-08-14 2015-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 9,504 323 3.52 513 8.23 0.0045
2015-05-14 2015-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 9,181 8,481 1,211.57 474 1,181.08 0.0041
2015-02-13 2014-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 700 -365 -34.27 37 -26.00 0.0003
2014-11-17 2014-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 1,065 178 20.07 50 -1.96 0.0005
2014-08-14 2014-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 887 558 169.60 51 183.33 0.0005
2014-05-15 2014-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 329 329 18 0.0002
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.