Vanguard disaggregates holdings; EVR shows 0% ownership (NYSE: EVR)

Rhea-AI Filing Summary

Evercore Inc reported a Schedule 13G/A amendment showing 0% ownership by The Vanguard Group as of 03/13/2026. The filing states The Vanguard Group has 0 shares and discloses an internal realignment on 01/12/2026 that caused certain subsidiaries to report separately under SEC Release No. 34-39538, with Vanguard stating it no longer has beneficial ownership over those subsidiary-held securities.

The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.

Insights

Institutional Ownership Analyst

Vanguard’s amendment reports 0% ownership after internal disaggregation.

The filing documents an internal reorganization effective 01/12/2026 and shows 0 shares beneficially owned of Evercore Inc at the reporting level. This indicates reporting segregation rather than an open-market sale or change in underlying investments.

Impact is administrative: subsequent filings from Vanguard subsidiaries will show holdings separately. Future Schedule 13 filings from those entities will clarify actual institutional exposure.

Securities Compliance Attorney

Amendment cites SEC Release No. 34-39538 to justify disaggregated reporting.

The amendment follows the release’s framework by reallocating beneficial ownership reporting to subsidiaries and business divisions. The statement that Vanguard "no longer has, or is deemed to have, beneficial ownership" reflects a reporting change under the cited release.

For legal clarity, examine subsequent 13G/A or 13D filings from named subsidiaries to see where the holdings now appear; timing and party-level disclosure are determinative.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 14)

Evercore Inc

(Name of Issuer)

Common Stock

(Title of Class of Securities)

(CUSIP Number)

03/13/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP No.

1

Names of Reporting Persons

The Vanguard Group

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

PENNSYLVANIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0 %

12

Type of Reporting Person (See Instructions)

IA

Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Evercore Inc
(b)	Address of issuer's principal executive offices: 55 East 52nd Street, 38th Floor, New York, NY, 10055
Item 2.
(a)	Name of person filing: The Vanguard Group
(b)	Address or principal business office or, if none, residence: 100 Vanguard Blvd.,, Malvern, PA, 19355
(c)	Citizenship: PA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.:
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 0
(b)	Percent of class: 0 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The Vanguard Group, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein.No one other person's interest in the securities reported herein is more than 5%.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

The Vanguard Group

Signature:	Ashley Grim
Name/Title:	Head of Global Fund Administration
Date:	03/26/2026

FAQ

What does The Vanguard Group's Schedule 13G/A for EVR state?

It states The Vanguard Group beneficially owns 0 shares of Evercore Inc, representing 0%, following an internal realignment dated 01/12/2026. The amendment clarifies reporting responsibilities under SEC Release No. 34-39538.

Why does Vanguard report 0% ownership for EVR on 03/13/2026?

Vanguard reports 0 ownership because it disaggregated holdings after an internal realignment on 01/12/2026, causing subsidiaries to report beneficial ownership separately under SEC Release No. 34-39538.

Does this filing mean Vanguard sold Evercore (EVR) shares?

No. The filing explains an internal reporting realignment; it attributes separate reporting to subsidiaries per SEC Release No. 34-39538 rather than describing an open-market sale of Evercore shares.

Who signed the Schedule 13G/A amendment for EVR?

The filing was signed by Ashley Grim, Head of Global Fund Administration, with the signature date shown as 03/26/2026 on the amendment to the Schedule 13G/A.

Where will Vanguard’s Evercore holdings appear after this amendment?

The amendment indicates certain subsidiaries or business divisions will report beneficial ownership separately. Subsequent Schedule 13 filings from those subsidiaries will show the holdings and ownership percentages.