Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionHarbor Advisors LLC
Latest Disclosed Ownership15,000 shares
Latest Disclosed Value $ 4,477,650
Harbor Advisors LLC ownership in EVR / Evercore Inc.

On May 7, 2026 - Harbor Advisors LLC filed a 13F-HR form disclosing ownership of 15,000 shares of Evercore Inc. (US:EVR) valued at $4,477,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 15,000 shares of Evercore Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $5,091,450 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)
2026-05-07 2026-03-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 4,478 -12.27 0.6469
2026-01-30 2025-12-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 5,104 0.87 0.7666
2025-11-12 2025-09-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 5,060 24.91 0.7804
2025-08-13 2025-06-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 4,050 35.23 0.6628
2025-05-15 2025-03-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 2,996 -27.95 0.5201
2025-02-11 2024-12-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 4,158 9.39 0.6532
2024-11-14 2024-09-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 3,800 21.56 0.6360
2024-07-30 2024-06-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 3,126 8.24 0.5733
2024-05-01 2024-03-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 2,889 12.59 0.5306
2024-02-01 2023-12-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 2,566 24.03 0.4906
2023-11-07 2023-09-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 2,068 11.60 0.4430
2023-08-15 2023-06-30 13F/A-1 EVERCORE CLASS A 29977A105 15,000 0 0.00 1,854 7.11 0.3940
2023-08-01 2023-06-30 13F EVERCORE CLASS A 29977A105 15,000 1,854
2023-05-11 2023-03-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,731 5.75 0.4050
2023-02-13 2022-12-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,636 32.58 0.4084
2022-11-07 2022-09-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,234 -12.11 0.3320
2022-08-05 2022-06-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,404 -15.93 0.3408
2022-05-16 2022-03-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,670 -18.06 0.3424
2022-02-14 2021-12-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 2,038 1.65 0.3790
2021-10-29 2021-09-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 2,005 -5.07 0.4011
2021-08-03 2021-06-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 2,112 6.88 0.4177
2021-05-04 2021-03-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,976 20.12 0.4381
2021-02-11 2020-12-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,645 67.52 0.3684
2020-11-09 2020-09-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 982 11.09 0.2308
2020-08-03 2020-06-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 884 27.93 0.2266
2020-05-21 2020-03-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 691 -38.36 0.2097
2020-02-13 2019-12-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,121 3,636.67 0.3038
2019-11-13 2019-09-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 30 -97.74 0.0086
2019-08-14 2019-06-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,329 -2.64 0.3972
2019-05-15 2019-03-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,365 27.21 0.4399
2019-02-15 2018-12-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,073 -28.85 0.4173
2018-11-14 2018-09-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,508 -4.68 0.4682
2018-08-07 2018-06-30 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,582 20.95 0.5093
2018-05-11 2018-03-31 13F EVERCORE CLASS A 29977A105 15,000 0 0.00 1,308 -3.11 0.4405
2018-02-07 2017-12-31 13F EVERCORE CLASS A 29977A105 15,000 6,000 66.67 1,350 86.98 0.4585
2017-10-26 2017-09-30 13F EVERCORE CLASS A 29977A105 9,000 9,000 722 0.2644
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.