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Public ownership evidence

Evercore Inc. (EVR) Ownership Disclosures

Read EVR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-292$683None
Advisors Asset Management, Inc.2021-12-312026-08-2839,154$5,319,071None
Advisors Asset Management, Inc.2022-12-312026-08-2838,043$4,149,730None
Advisors Asset Management, Inc.2020-06-302026-08-2819,946$1,175,218None
Advisors Asset Management, Inc.2022-06-302026-08-2838,755$3,628,000None
Advisors Asset Management, Inc.2021-09-302026-08-2836,548$4,885,000None
Corient Private Wealth LP2026-06-302026-08-2838,209$13,045,993None
Corient Private Wealth LP2026-06-302026-08-282,489$849,723None
Principia Wealth Advisory, LLC2026-06-302026-08-277$2,390None
Principia Wealth Advisory, LLC2026-03-312026-08-278$2,388None
Advisors Asset Management, Inc.2024-03-312026-08-2725,018$4,818,217None
Advisors Asset Management, Inc.2025-03-312026-08-275,057$1,009,984None
Advisors Asset Management, Inc.2022-09-302026-08-2738,997$3,208,000None
Advisors Asset Management, Inc.2020-12-312026-08-2727,594$3,025,000None
Advisors Asset Management, Inc.2022-03-312026-08-2739,167$4,360,070None
Advisors Asset Management, Inc.2023-06-302026-08-2736,044$4,454,678None
Advisors Asset Management, Inc.2023-09-302026-08-2735,307$4,868,129None
Advisors Asset Management, Inc.2023-03-312026-08-2737,273$4,300,559None
Advisors Asset Management, Inc.2021-03-312026-08-2733,603$4,426,859None
Advisors Asset Management, Inc.2021-06-302026-08-2734,645$4,877,000None
Advisors Asset Management, Inc.2020-09-302026-08-2722,871$1,497,136None
Advisors Asset Management, Inc.2025-09-302026-08-276,669$2,249,587None
Advisors Asset Management, Inc.2023-12-312026-08-2732,164$5,501,652None
Dakota Wealth Management2025-09-302026-08-271,653$557,735None
Dakota Wealth Management2025-12-312026-08-271,707$580,767None
Advisors Asset Management, Inc.2019-12-312026-08-2612,157$908,857None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2613,140$4,486,522None
Advisors Asset Management, Inc.2025-06-302026-08-256,308$1,703,286None
First Eagle Investment Management, LLC2026-06-302026-08-253,945$1,346,981None
First Eagle Investment Management, LLC2026-06-302026-08-2515$5,122None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2543,624$14,894,979None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2514,894,979$43,624,000None
Advisors Asset Management, Inc.2024-09-302026-08-2213,119$3,323,567None
Advisors Asset Management, Inc.2024-06-302026-08-2220,081$4,185,483None
Advisors Asset Management, Inc.2024-12-312026-08-228,709$2,414,048None
Advisors Asset Management, Inc.2025-12-312026-08-229,065$3,084,366None
Advisors Asset Management, Inc.2020-03-312026-08-2214,006$645,116None
Jackson Wealth Management, LLC2026-06-302026-08-213,360$1,147,000None
Kingsview Wealth Management, LLC2026-06-302026-08-20710$242,428None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2023,728$8,101,681None
Advisors Asset Management, Inc.2019-03-312026-08-1910,413$947,583None
Advisors Asset Management, Inc.2019-09-302026-08-1910,308$825,671None
Advisors Asset Management, Inc.2019-06-302026-08-1910,157$899,605None
Ensign Peak Advisors, Inc2026-03-312026-08-1910,463$3,123,310None
Ensign Peak Advisors, Inc2025-12-312026-08-196,258$2,129,285None
Ensign Peak Advisors, Inc2025-09-302026-08-1911,042$3,724,687None
Caitlin John, LLC2026-06-302026-08-181$341None
Corient Private Wealth LP2026-06-302026-08-1838,173$13,033,580None
PenderFund Capital Management Ltd.2026-06-302026-08-183,916$1,337,079None
Empowered Funds, LLC2026-06-302026-08-181,094$373,535None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.