- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 38,627,480
- Total 13F shares
- 35,771,955
- Share change
- -1,362,820
- Total reported value
- $1,850,818,715
- Put/Call ratio
- 29%
- Price per share
- $51.75
- Number of holders
- 221
- Value change
- -$74,595,444
- Number of buys
- 122
- Number of sells
- 99
Quarterly Holders Quick Answers
What is CUSIP 29977A105?
CUSIP 29977A105 identifies EVR - Evercore Inc. - Class A Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 29977A105:
Top shareholders of EVR - Evercore Inc. - Class A Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| abrdn Investment Management Ltd |
13F
|
Company |
7.7%
|
2,962,785
|
$160,078,000 | — | 31 Dec 2015 | |
| VANGUARD GROUP INC |
13F
|
Company |
7%
|
2,714,263
|
$146,762,000 | — | 31 Dec 2015 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
6.6%
|
2,565,384
|
$138,710,000 | — | 31 Dec 2015 | |
| BlackRock Fund Advisors |
13F
|
Company |
6.4%
|
2,489,600
|
$134,613,000 | — | 31 Dec 2015 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
5.2%
|
1,995,017
|
$107,871,000 | — | 31 Dec 2015 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
2.4%
|
946,179
|
$51,160,000 | — | 31 Dec 2015 | |
| Channing Capital Management, LLC |
13F
|
Company |
2.4%
|
921,093
|
$49,803,000 | — | 31 Dec 2015 | |
| VIRTUS CAPITAL ADVISERS, LLC |
13F
|
Company |
2.4%
|
912,639
|
$49,346,000 | — | 31 Dec 2015 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
2.3%
|
888,647
|
$48,049,000 | — | 31 Dec 2015 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.1%
|
809,543
|
$43,773,000 | — | 31 Dec 2015 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2%
|
787,921
|
$42,604,000 | — | 31 Dec 2015 | |
| Calamos Advisors LLC |
13F
|
Company |
1.9%
|
740,470
|
$40,037,000 | — | 31 Dec 2015 | |
| STATE STREET CORP |
13F
|
Company |
1.9%
|
729,503
|
$39,443,000 | — | 31 Dec 2015 | |
| Invesco Ltd. |
13F
|
Company |
1.8%
|
701,855
|
$37,950,000 | — | 31 Dec 2015 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.7%
|
663,557
|
$35,879,000 | — | 31 Dec 2015 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.7%
|
642,218
|
$34,725,000 | — | 31 Dec 2015 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.6%
|
616,532
|
$33,336,000 | — | 31 Dec 2015 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.5%
|
584,400
|
$31,599,000 | — | 31 Dec 2015 | |
| Junto Capital Management LP |
13F
|
Company |
1.4%
|
558,834
|
$30,216,000 | — | 31 Dec 2015 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.3%
|
502,626
|
$27,177,000 | — | 31 Dec 2015 | |
| FIDUCIARY MANAGEMENT ASSOCIATES LLC |
13F
|
Company |
1.3%
|
490,748
|
$26,534,000 | — | 31 Dec 2015 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
461,512
|
$24,954,000 | — | 31 Dec 2015 | |
| MORGAN STANLEY |
13F
|
Company |
1.1%
|
433,529
|
$23,441,000 | — | 31 Dec 2015 | |
| CHARTWELL INVESTMENT PARTNERS, LLC |
13F
|
Company |
1.1%
|
420,312
|
$22,726,000 | — | 31 Dec 2015 | |
| UBS Group AG |
13F
|
Company |
0.97%
|
376,062
|
$20,334,000 | — | 31 Dec 2015 | |
| BAHL & GAYNOR INC |
13F
|
Company |
0.93%
|
358,113
|
$19,363,000 | — | 31 Dec 2015 | |
| NORGES BANK |
13F
|
Company |
0.87%
|
337,043
|
$18,224,000 | — | 31 Dec 2015 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.86%
|
331,936
|
$17,948,000 | — | 31 Dec 2015 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.79%
|
303,645
|
$16,418,000 | — | 31 Dec 2015 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.78%
|
301,811
|
$16,319,000 | — | 31 Dec 2015 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.69%
|
267,128
|
$14,444,000 | — | 31 Dec 2015 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.69%
|
266,599
|
$14,415,000 | — | 31 Dec 2015 | |
| OppenheimerFunds, Inc. |
13F
|
Company |
0.69%
|
264,656
|
$14,310,000 | — | 31 Dec 2015 | |
| Copeland Capital Management, LLC |
13F
|
Company |
0.67%
|
256,982
|
$13,895,000 | — | 31 Dec 2015 | |
| TEACHERS ADVISORS, LLC |
13F
|
Company |
0.63%
|
245,136
|
$13,255,000 | — | 31 Dec 2015 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.62%
|
240,408
|
$12,999,000 | — | 31 Dec 2015 | |
| HALSEY ASSOCIATES INC/CT |
13F
|
Company |
0.61%
|
233,832
|
$12,643,000 | — | 31 Dec 2015 | |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ |
13F
|
Company |
0.6%
|
232,536
|
$12,573,000 | — | 31 Dec 2015 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.6%
|
231,493
|
$12,516,000 | — | 31 Dec 2015 | |
| CASTLEARK MANAGEMENT LLC |
13F
|
Company |
0.6%
|
230,025
|
$12,437,000 | — | 31 Dec 2015 | |
| WEATHERBIE CAPITAL, LLC |
13F
|
Company |
0.57%
|
220,136
|
$11,903,000 | — | 31 Dec 2015 | |
| RAINIER INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.48%
|
186,790
|
$10,101,000 | — | 31 Dec 2015 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.47%
|
180,966
|
$9,785,000 | — | 31 Dec 2015 | |
| Irving Magee Investment Management |
13F
|
Company |
0.45%
|
172,008
|
$9,300,000 | — | 31 Dec 2015 | |
| SENTINEL ASSET MANAGEMENT, INC. |
13F
|
Company |
0.44%
|
169,670
|
$9,174,000 | — | 31 Dec 2015 | |
| Gotham Asset Management, LLC |
13F
|
Company |
0.43%
|
165,137
|
$8,929,000 | — | 31 Dec 2015 | |
| Perkins Investment Management, LLC |
13F
|
Company |
0.43%
|
164,342
|
$8,886,000 | — | 31 Dec 2015 | |
| BOSTON ADVISORS LLC |
13F
|
Company |
0.41%
|
157,624
|
$8,523,000 | — | 31 Dec 2015 | |
| LOMBARDIA CAPITAL PARTNERS LLC |
13F
|
Company |
0.4%
|
155,389
|
$8,402,000 | — | 31 Dec 2015 | |
| BNP Paribas Asset Management Holding S.A. |
13F
|
Company |
0.4%
|
154,109
|
$8,333,000 | — | 31 Dec 2015 |
Institutional Holders of Evercore Inc. - Class A Common Stock (EVR) as of Q1 2016
As of 31 Mar 2016,
Evercore Inc. - Class A Common Stock (EVR) was held by
221 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
35,771,955 shares.
The largest 10 holders included
VANGUARD GROUP INC, Standard Life Investments LTD, BlackRock Fund Advisors, WELLS FARGO & COMPANY/MN, WELLINGTON MANAGEMENT GROUP LLP, RidgeWorth Capital Management LLC, BlackRock Institutional Trust Company, N.A., Channing Capital Management, LLC, DIMENSIONAL FUND ADVISORS LP, and RENAISSANCE TECHNOLOGIES LLC.
This page lists
221
institutional shareholders reporting positions in this security
for the Q1 2016 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2016 vs Q4 2015 Across Filers
Q4 2015 holders
219
Q1 2016 holders
221
Holder diff
2
| Investor | Q4 2015 Shares | Q1 2016 Shares | Share Diff | Share Chg % | Q4 2015 Value $ | Q1 2016 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.