Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionFmr Llc
Latest Disclosed Ownership1,273,660 shares
Ownership 3.51%
Fmr Llc ownership in EVR / Evercore Inc.

2014-09-09 - Fmr Llc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,273,660 shares of Evercore Inc. (US:EVR). This represents 3.51 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2014-09-09 2014-09-09 13G/A 1,273,660 3.51
2014-02-14 2014-02-14 13G/A 3,024,960 9.22
2013-07-10 2013-07-10 13G/A 2,165,767 6.85
2013-02-14 2013-02-14 13G/A 4,063,408 13.88
2012-02-14 2012-02-14 13G/A 4,066,708 14.80

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-15 2026-03-31 13F EVERCORE CLASS A 29977A105 1,669,662 413,420 32.91 498,411 16.60 0.0052
2026-02-17 2025-12-31 13F EVERCORE CLASS A 29977A105 1,256,242 405,800 47.72 427,436 49.00 0.0218
2025-11-13 2025-09-30 13F EVERCORE CLASS A 29977A105 850,442 -11,608 -1.35 286,871 23.24 0.0149
2025-08-14 2025-06-30 13F EVERCORE CLASS A 29977A105 862,050 666,897 341.73 232,771 497.23 0.0131
2025-05-12 2025-03-31 13F EVERCORE CLASS A 29977A105 195,153 -839,061 -81.13 38,976 -86.40 0.0025
2025-02-13 2024-12-31 13F EVERCORE CLASS A 29977A105 1,034,214 582,392 128.90 286,674 150.45 0.0171
2024-11-13 2024-09-30 13F EVERCORE CLASS A 29977A105 451,822 378,999 520.44 114,465 654.14 0.0070
2024-08-13 2024-06-30 13F EVERCORE CLASS A 29977A105 72,823 -4,943 -6.36 15,179 1.34 0.0010
2024-05-13 2024-03-31 13F EVERCORE CLASS A 29977A105 77,766 1,139 1.49 14,977 14.27 0.0010
2024-02-13 2023-12-31 13F EVERCORE CLASS A 29977A105 76,627 -9,528 -11.06 13,107 10.34 0.0010
2023-11-13 2023-09-30 13F EVERCORE CLASS A 29977A105 86,155 1,232 1.45 11,879 13.19 0.0010
2023-08-11 2023-06-30 13F EVERCORE CLASS A 29977A105 84,923 66,270 355.28 10,496 387.69 0.0009
2023-08-11 2023-03-31 13F/A-1 EVERCORE CLASS A 29977A105 18,653 13,332 250.55 2,152 271.03 0.0002
2023-05-11 2023-03-31 13F EVERCORE CLASS A 29977A105 18,653 13,332 2,152 0.0000
2023-02-13 2022-12-31 13F EVERCORE CLASS A 29977A105 5,321 72 1.37 580 34.26 0.0001
2022-11-10 2022-09-30 13F EVERCORE CLASS A 29977A105 5,249 1,372 35.39 432 19.01 0.0000
2022-08-12 2022-06-30 13F EVERCORE CLASS A 29977A105 3,877 -21,005 -84.42 363 -86.89 0.0000
2022-05-13 2022-03-31 13F EVERCORE CLASS A 29977A105 24,882 24,589 8,392.15 2,769 6,822.50 0.0002
2022-02-14 2021-12-31 13F EVERCORE CLASS A 29977A105 293 21 7.72 40 11.11 0.0000
2022-02-14 2021-09-30 13F/A-1 EVERCORE CLASS A 29977A105 272 129 90.21 36 80.00 0.0000
2021-11-15 2021-09-30 13F EVERCORE CLASS A 29977A105 272 129 36 0.0000
2021-08-13 2021-06-30 13F EVERCORE CLASS A 29977A105 143 0 0.00 20 5.26 0.0000
2021-05-14 2021-03-31 13F EVERCORE CLASS A 29977A105 143 -9 -5.92 19 11.76 0.0000
2021-02-08 2020-12-31 13F EVERCORE CLASS A 29977A105 152 65 74.71 17 183.33 0.0000
2020-11-13 2020-09-30 13F EVERCORE CLASS A 29977A105 87 0 0.00 6 20.00 0.0000
2020-08-24 2020-06-30 13F/A-1 EVERCORE CLASS A 29977A105 87 -194 -69.04 5 -61.54 0.0000
2020-08-13 2020-06-30 13F EVERCORE CLASS A 29977A105 87 -194 5 0.1228
2020-05-14 2020-03-31 13F EVERCORE CLASS A 29977A105 281 -266 -48.63 13 -68.29 0.0000
2020-02-07 2019-12-31 13F EVERCORE CLASS A 29977A105 547 -90 -14.13 41 -19.61 0.0000
2019-11-13 2019-09-30 13F EVERCORE CLASS A 29977A105 637 47 7.97 51 -1.92 0.0000
2019-08-13 2019-06-30 13F EVERCORE CLASS A 29977A105 590 126 27.16 52 23.81 0.0000
2019-05-13 2019-03-31 13F EVERCORE CLASS A 29977A105 464 36 8.41 42 40.00 0.0000
2019-02-13 2018-12-31 13F EVERCORE CLASS A 29977A105 428 -25 -5.52 30 -34.78 0.0000
2018-11-09 2018-09-30 13F EVERCORE CLASS A 29977A105 453 -109,747 -99.59 46 -99.46 0.0000
2017-05-11 2017-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 110,200 0 0.00 8,585 13.39 0.0011
2017-02-10 2016-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 110,200 28,000 34.06 7,571 78.81 0.0010
2016-11-14 2016-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 82,200 40,700 98.07 4,234 130.86 0.0006
2016-08-11 2016-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 41,500 41,500 0.00 1,834 0.0003
2015-11-10 2015-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 0 -308,660 -100.00 0 -100.00
2015-08-25 2015-06-30 13F/A-1 EVERCORE PARTNERS CLASS A 29977A105 308,660 -20,000 -6.09 16,655 -1.91 0.0021
2015-08-13 2015-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 308,660 16,655
2015-05-14 2015-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 328,660 -556,200 -62.86 16,979 -63.36 0.0022
2015-02-17 2014-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 884,860 -390,100 -30.60 46,340 -22.67 0.0060
2014-11-14 2014-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 1,274,960 -1,183,800 -48.15 59,923 -57.72 0.0081
2014-08-14 2014-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 2,458,760 -246,200 -9.10 141,723 -5.17 0.0190
2014-05-15 2014-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 2,704,960 -320,000 -10.58 149,449 -17.35 0.0208
2014-02-13 2013-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 3,024,960 497,500 19.68 180,832 45.33 0.0256
2013-11-14 2013-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 2,527,460 361,693 16.70 124,427 46.26 0.0191
2013-09-24 2013-06-30 13F/A-1 EVERCORE PARTNERS CLASS A 29977A105 2,165,767 2,165,767 85,071 0.0139
2013-08-14 2013-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 2,165,767 85,071 0.0139
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.