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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Evercore Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
2
Value (USD)
$683
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read EVR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read EVR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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