Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionHancock Whitney Corp
Latest Disclosed Ownership7,284 shares
Latest Disclosed Value $ 2,340,277
Hancock Whitney Corp reports 1.10% increase in ownership of EVR / Evercore Inc.

On May 15, 2026 - Hancock Whitney Corp filed a 13F-HR form disclosing ownership of 7,284 shares of Evercore Inc. (US:EVR) valued at $2,174,347 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,205 shares of Evercore Inc.. This represents a change in shares of 1.10% during the quarter. The current value of the position is $2,477,216 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.

Upgrade to unlock premium data and export to Excel .

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 7,284 79 1.10 2,340 -4.53 0.0388
2026-02-17 2025-12-31 13F EVERCORE CLASS A 29977A105 7,205 40 0.56 2,452 1.45 0.0442
2025-11-17 2025-09-30 13F EVERCORE CLASS A 29977A105 7,165 -3,145 -30.50 2,417 -13.19 0.0440
2025-08-14 2025-06-30 13F EVERCORE CLASS A 29977A105 10,310 98 0.96 2,784 36.49 0.0532
2025-05-15 2025-03-31 13F EVERCORE CLASS A 29977A105 10,212 -928 -8.33 2,040 -33.95 0.0666
2025-02-14 2024-12-31 13F EVERCORE CLASS A 29977A105 11,140 -2,019 -15.34 3,088 -7.38 0.0977
2024-11-13 2024-09-30 13F EVERCORE CLASS A 29977A105 13,159 -727 -5.24 3,334 15.17 0.1074
2024-08-13 2024-06-30 13F EVERCORE CLASS A 29977A105 13,886 -195 -1.38 2,894 6.75 0.0982
2024-05-16 2024-03-31 13F EVERCORE COMMON STOCK 29977A105 14,081 -8,526 -37.71 2,712 -29.88 0.0936
2024-02-14 2023-12-31 13F EVERCORE CLASS A 29977A105 22,607 1,977 9.58 3,867 35.94 0.1435
2023-11-13 2023-09-30 13F EVERCORE CLASS A 29977A105 20,630 10,340 100.49 2,844 123.76 0.1173
2023-11-13 2023-06-30 13F/A-1 EVERCORE CLASS A 29977A105 10,290 10,290 1,271 0.0500
2023-08-10 2023-06-30 13F EVERCORE CLASS A 29977A105 10,290 10,290 1 0.0500
2019-10-29 2019-09-30 13F EVERCORE CLASS A 29977A105 0 -21,317 -100.00 0 -100.00
2019-08-29 2019-06-30 13F EVERCORE CLASS A 29977A105 21,317 -3,513 -14.15 1,888 -16.46 0.0604
2019-05-13 2019-03-31 13F EVERCORE CLASS A 29977A105 24,830 1,821 7.91 2,260 37.22 0.0725
2019-02-14 2018-12-31 13F EVERCORE CLASS A 29977A105 23,009 -3,749 -14.01 1,647 -38.77 0.0557
2018-11-14 2018-09-30 13F EVERCORE CLASS A 29977A105 26,758 26,758 2,690 0.0761
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.