STOCK TITAN

Vanguard Capital Management (EVR) reports 1,989,795 shares, 5.02% stake

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Evercore Inc ownership reported: 1,989,795 shares of Common Stock were beneficially owned by Vanguard Capital Management, representing 5.02% of the class. The filer reports sole dispositive power over 1,989,795 shares and sole voting power over 294,846 shares. The filing is signed by Ashley Grim on 04/29/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard Capital Management reports a >5% stake in Evercore Inc.

Vanguard Capital Management holds 1,989,795 shares (5.02%) with sole dispositive power, indicating voting influence is partly delegated across funds or accounts. The disclosure follows Schedule 13G formatting for beneficial ownership.

Timing and changes versus prior filings are not provided here; subsequent filings would show trend or accumulation details.

Filing documents beneficial ownership and voting/dispositive breakdowns per SEC guidance.

The report includes CUSIP 29977A105 and notes that various Vanguard affiliates exercise dispositive power over shares held in funds and managed accounts under Release No. 34-39538.

Signatures and the filing date are present; no activist intent or transaction details are disclosed.

Beneficially owned 1,989,795 shares Amount beneficially owned reported in Item 4(a)
Percent of class 5.02% Percent of class reported in Item 4(b)
Sole voting power 294,846 shares Sole power to vote reported in Item 4(c)(i)
Sole dispositive power 1,989,795 shares Sole power to dispose reported in Item 4(c)(iii)
CUSIP 29977A105 Identifier listed on the cover and Item 2(d)
Signature date 04/29/2026 Signed by Ashley Grim at the end of the filing
beneficially owned regulatory
"Amount beneficially owned: 1989795"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 1989795"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Evercore Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
CUSIP financial
"CUSIP Number(s): 29977A105"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.





29977A105

(CUSIP Number)
03/31/2026

(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




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

What stake does Vanguard Capital Management report in Evercore Inc (EVR)?

Vanguard Capital Management reports beneficial ownership of 1,989,795 shares, equal to 5.02% of Evercore's common stock. The filing shows sole dispositive power over those shares and sole voting power over 294,846 shares.

When was the Schedule 13G for EVR signed and who signed it?

The Schedule 13G was signed on 04/29/2026 by Ashley Grim, whose title is Head of Global Fund Administration. The signature appears at the end of the filing excerpt provided.

What voting and dispositive powers does Vanguard report for EVR shares?

The filing reports sole power to dispose of 1,989,795 shares and sole power to vote for 294,846 shares. Shared voting and dispositive powers are reported as 0 in this excerpt.

Does the filing identify other persons with >5% interest in Evercore Inc?

The filing states that no other single person's interest exceeds 5%. It also explains that Vanguard manages shares on behalf of funds and managed accounts under the listed affiliates.

What CUSIP and class of security are reported for Evercore in this filing?

The filing lists CUSIP 29977A105 and reports ownership of Common Stock. The issuer name is given as Evercore Inc with the issuer address included in Item 1.