# EVERCORE INC (EVR) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 29977A105
Page URL: https://superinvestorclub.com/stock/EVR
Last updated: 2026-08-29T13:49:19.201Z

## Summary

As of the most recent 13F filing period, EVERCORE INC (EVR) is held by 2 tracked superinvestors with an aggregate position value of $14.0M representing 0331947920 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 33194 | $11.3M | 0.05% | 2026-06-30 |
| 2 | [First Eagle](https://superinvestorclub.com/manager/21222) | First Eagle Investment Management | 7920 | $2.7M | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $7.4M aggregate, 059892 shares
- 2023-09-30: 1 holders, $8.3M aggregate, 060424 shares
- 2023-12-31: 1 holders, $10.8M aggregate, 063281 shares
- 2024-03-31: 3 holders, $41.9M aggregate, 0799037350964081 shares
- 2024-06-30: 3 holders, $43.7M aggregate, 01212217078117891 shares
- 2024-09-30: 2 holders, $24.0M aggregate, 07008124763 shares
- 2024-12-31: 2 holders, $20.9M aggregate, 04202033255 shares
- 2025-03-31: 2 holders, $10.0M aggregate, 0452864843 shares
- 2025-06-30: 3 holders, $48.6M aggregate, 016974553424743 shares
- 2025-09-30: 2 holders, $25.4M aggregate, 0712834090 shares
- 2025-12-31: 2 holders, $38.3M aggregate, 01084254101 shares
- 2026-03-31: 2 holders, $28.2M aggregate, 0904383903 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "EVERCORE INC (EVR) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/EVR), aggregating SEC 13F, Form 4, and congressional disclosures."