Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership917,801 shares
Latest Disclosed Value $ 273,973,577
Morgan Stanley reports 33.67% increase in ownership of EVR / Evercore Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 917,801 shares of Evercore Inc. (US:EVR) valued at $273,972,777 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 686,603 shares of Evercore Inc.. This represents a change in shares of 33.67% during the quarter. The current value of the position is $312,134,942 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)
2026-05-15 2026-03-31 13F EVERCORE CLASS A 29977A105 917,801 231,198 33.67 273,974 17.27 0.0165
2026-05-27 2025-12-31 13F/A-1 EVERCORE CLASS A 29977A105 686,603 66,527 10.73 233,617 11.69 0.0016
2026-02-13 2025-12-31 13F EVERCORE CLASS A 29977A105 686,603 66,527 233,617 0.0139
2026-05-27 2025-09-30 13F/A-1 EVERCORE CLASS A 29977A105 620,076 -17,495 -2.74 209,165 21.50 0.0127
2025-11-14 2025-09-30 13F EVERCORE CLASS A 29977A105 620,076 -17,495 209,165 0.0127
2025-08-15 2025-06-30 13F EVERCORE CLASS A 29977A105 637,571 -71,782 -10.12 172,157 21.52 0.0112
2025-05-15 2025-03-31 13F EVERCORE CLASS A 29977A105 709,353 190,535 36.72 141,672 -1.49 0.0101
2025-05-15 2024-12-31 13F/A-1 EVERCORE CLASS A 29977A105 518,818 -21,174 -3.92 143,812 5.12 0.0101
2025-02-14 2024-12-31 13F EVERCORE CLASS A 29977A105 518,818 -21,174 143,812 0.0101
2025-05-14 2024-09-30 13F/A-2 EVERCORE CLASS A 29977A105 539,992 -11,549 -2.09 136,802 19.00 0.0099
2025-02-14 2024-09-30 13F/A-1 EVERCORE CLASS A 29977A105 539,992 -11,549 136,802 0.0099
2024-11-14 2024-09-30 13F EVERCORE CLASS A 29977A105 539,992 -11,549 136,802 0.0099
2025-05-14 2024-06-30 13F/A-2 EVERCORE CLASS A 29977A105 551,541 -40,753 -6.88 114,958 0.78 0.0089
2024-10-17 2024-06-30 13F/A-1 EVERCORE CLASS A 29977A105 551,541 -40,753 114,958 0.0089
2024-08-14 2024-06-30 13F EVERCORE CLASS A 29977A105 551,541 -40,753 114,958 0.0089
2024-10-17 2024-03-31 13F/A-2 EVERCORE CLASS A 29977A105 592,294 -67,348 -10.21 114,070 1.10 0.0092
2024-08-16 2024-03-31 13F/A-1 EVERCORE CLASS A 29977A105 592,294 -67,348 114,070 0.0011
2024-05-15 2024-03-31 13F EVERCORE CLASS A 29977A105 592,294 -67,348 114,070 0.0092
2024-08-16 2023-12-31 13F/A-1 EVERCORE CLASS A 29977A105 659,642 -40,214 -5.75 112,832 16.93 0.0099
2024-02-13 2023-12-31 13F EVERCORE CLASS A 29977A105 659,642 -40,214 112,832 0.0099
2023-11-15 2023-09-30 13F EVERCORE CLASS A 29977A105 699,856 23,967 3.55 96,496 15.52 0.0098
2023-08-14 2023-06-30 13F EVERCORE CLASS A 29977A105 675,889 -21,522 -3.09 83,533 3.81 0.0082
2023-05-15 2023-03-31 13F EVERCORE CLASS A 29977A105 697,411 -18,235 -2.55 80,467 3.08 0.0086
2023-02-14 2022-12-31 13F EVERCORE CLASS A 29977A105 715,646 80,332 12.64 78,063 49.39 0.0089
2022-11-14 2022-09-30 13F EVERCORE CLASS A 29977A105 635,314 59,222 10.28 52,255 -3.10 0.0071
2022-10-27 2022-06-30 13F/A-1 EVERCORE CLASS A 29977A105 576,092 -136,202 -19.12 53,927 -31.99 0.0070
2022-08-15 2022-06-30 13F EVERCORE CLASS A 29977A105 576,092 -136,202 53,927 0.0070
2022-10-27 2022-03-31 13F/A-1 EVERCORE CLASS A 29977A105 712,294 -57,637 -7.49 79,293 -24.19 0.0107
2022-05-13 2022-03-31 13F EVERCORE CLASS A 29977A105 712,294 -57,637 79,293 0.0107
2022-02-14 2021-12-31 13F EVERCORE CLASS A 29977A105 769,931 15,442 2.05 104,595 3.71 0.0129
2021-11-15 2021-09-30 13F EVERCORE CLASS A 29977A105 754,489 -80,048 -9.59 100,853 -14.15 0.0136
2021-08-23 2021-06-30 13F/A-1 EVERCORE CLASS A 29977A105 834,537 99,579 13.55 117,478 21.33 0.0155
2021-08-16 2021-06-30 13F EVERCORE CLASS A 29977A105 834,537 99,579 117,478 0.0032
2021-05-17 2021-03-31 13F EVERCORE CLASS A 29977A105 734,958 310,754 73.26 96,824 108.18 0.0142
2021-02-16 2020-12-31 13F EVERCORE CLASS A 29977A105 424,204 322,011 315.10 46,510 595.22 0.0072
2020-11-13 2020-09-30 13F EVERCORE CLASS A 29977A105 102,193 -209,874 -67.25 6,690 -63.62 0.0013
2020-08-14 2020-06-30 13F EVERCORE CLASS A 29977A105 312,067 231,350 286.62 18,388 394.70 0.0041
2020-05-26 2020-03-31 13F/A-1 EVERCORE CLASS A 29977A105 80,717 -9,828 -10.85 3,717 -45.09 0.0010
2020-05-15 2020-03-31 13F EVERCORE CLASS A 29977A105 80,717 -9,828 3,717 285.5431
2020-02-14 2019-12-31 13F EVERCORE CLASS A 29977A105 90,545 40,535 81.05 6,769 69.01 0.0016
2019-11-14 2019-09-30 13F EVERCORE CLASS A 29977A105 50,010 761 1.55 4,005 -8.18 0.0011
2019-08-14 2019-06-30 13F EVERCORE CLASS A 29977A105 49,249 7,338 17.51 4,362 14.37 0.0012
2019-05-15 2019-03-31 13F EVERCORE CLASS A 29977A105 41,911 -14,300 -25.44 3,814 -5.20 0.0011
2019-02-14 2018-12-31 13F EVERCORE CLASS A 29977A105 56,211 -167,207 -74.84 4,023 -82.09 0.0012
2019-04-23 2018-09-30 13F/A-2 EVERCORE CLASS A 29977A105 223,418 -94,187 -29.66 22,464 -32.93 0.0056
2018-11-20 2018-09-30 13F/A-1 EVERCORE CLASS A 29977A105 223,418 0 22,464 0.0056
2018-11-14 2018-09-30 13F EVERCORE CLASS A 29977A105 223,418 -94,187 22,464
2019-04-23 2018-06-30 13F/A-1 EVERCORE CLASS A 29977A105 317,605 -179,162 -36.07 33,491 -22.68 0.0090
2018-08-14 2018-06-30 13F EVERCORE CLASS A 29977A105 317,605 -179,162 33,491
2019-04-23 2018-03-31 13F/A-1 EVERCORE CLASS A 29977A105 496,767 127,987 34.71 43,317 30.51 0.0120
2018-05-14 2018-03-31 13F EVERCORE CLASS A 29977A105 496,767 127,987 43,317
2019-04-23 2017-12-31 13F/A-1 EVERCORE CLASS A 29977A105 368,780 197,762 115.64 33,191 141.83 0.0091
2018-02-14 2017-12-31 13F EVERCORE CLASS A 29977A105 368,780 197,762 33,191
2017-11-14 2017-09-30 13F EVERCORE CLASS A 29977A105 171,018 -28,921 -14.46 13,725 -2.62 0.0041
2017-08-11 2017-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 199,939 -138,070 -40.85 14,094 -46.47 0.0043
2017-05-22 2017-03-31 13F/A-1 EVERCORE PARTNERS CLASS A 29977A105 338,009 42,235 14.28 26,330 29.58 0.0081
2017-05-12 2017-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 338,009 26,330
2017-02-22 2016-12-31 13F/A-1 EVERCORE PARTNERS CLASS A 29977A105 295,774 -217,382 -42.36 20,320 -23.12 0.0067
2017-02-13 2016-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 295,774 20,320
2016-11-10 2016-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 513,156 32,299 6.72 26,432 24.39 0.0090
2016-08-12 2016-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 480,857 66,567 16.07 21,250 -0.89 0.0077
2016-05-12 2016-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 414,290 -19,239 -4.44 21,440 -8.54 0.0083
2016-02-09 2015-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 433,529 -4,235 -0.97 23,441 6.58 0.0085
2016-02-08 2015-09-30 13F/A-1 EVERCORE PARTNERS CLASS A 29977A105 437,764 -66,075 -13.11 21,994 -19.10 0.0081
2015-11-09 2015-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 437,764 21,994
2015-08-12 2015-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 503,839 -141,360 -21.91 27,187 -18.44 0.0094
2015-05-14 2015-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 645,199 348,000 117.09 33,333 114.15 0.0123
2015-02-13 2014-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 297,199 -80,225 -21.26 15,565 -12.26 0.0057
2014-12-16 2014-09-30 13F/A-1 EVERCORE PARTNERS CLASS A 29977A105 377,424 -69,323 -15.52 17,739 -28.13 0.0068
2014-11-14 2014-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 377,424 17,739
2014-05-13 2014-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 446,747 125,514 39.07 24,683 28.54 0.0103
2014-02-13 2013-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 321,233 -15,669 -4.65 19,203 15.79 0.0082
2013-11-13 2013-09-30 13F EVERCORE PARTNERS INC-CL COM 29977A105 336,902 117,664 53.67 16,585 92.58 0.0078
2013-08-08 2013-06-30 13F EVERCORE PARTNERS INC-CL COM 29977A105 219,238 219,238 8,612 0.0043
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.