# 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: 2026-07-08T12:26:17.961Z

## Summary

As of the most recent 13F filing period, EVERCORE INC (EVR) is held by 1 tracked superinvestors with an aggregate position value of $27.0M representing 090438 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 90438 | $27.0M | 0.12% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-03-31: 1 holders, $14.2M aggregate, 073509 shares
- 2024-06-30: 2 holders, $29.0M aggregate, 012122117891 shares
- 2024-09-30: 1 holders, $6.3M aggregate, 024763 shares
- 2024-12-31: 1 holders, $9.2M aggregate, 033255 shares
- 2025-03-31: 1 holders, $9.0M aggregate, 045286 shares
- 2025-06-30: 2 holders, $47.1M aggregate, 01697454743 shares
- 2025-09-30: 1 holders, $24.0M aggregate, 071283 shares
- 2025-12-31: 1 holders, $36.9M aggregate, 0108425 shares
- 2026-03-31: 1 holders, $27.0M aggregate, 090438 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."