- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 38,627,480
- Total 13F shares
- 38,911,210
- Share change
- +6,780,874
- Total reported value
- $3,031,895,366
- Put/Call ratio
- 73%
- Price per share
- $77.90
- Number of holders
- 282
- Value change
- +$536,194,258
- Number of buys
- 149
- Number of sells
- 134
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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock Fund Advisors |
13F
|
Company |
8%
|
3,088,507
|
$212,180,000 | — | 31 Dec 2016 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.6%
|
2,929,579
|
$201,262,000 | — | 31 Dec 2016 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
5.6%
|
2,170,955
|
$149,144,000 | — | 31 Dec 2016 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
3.2%
|
1,237,589
|
$85,022,000 | — | 31 Dec 2016 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
3.2%
|
1,225,400
|
$84,185,000 | — | 31 Dec 2016 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
2.7%
|
1,034,762
|
$71,088,000 | — | 31 Dec 2016 | |
| Channing Capital Management, LLC |
13F
|
Company |
2.6%
|
988,845
|
$67,934,000 | — | 31 Dec 2016 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.4%
|
922,251
|
$63,359,000 | — | 31 Dec 2016 | |
| VIRTUS CAPITAL ADVISERS, LLC |
13F
|
Company |
2.3%
|
907,657
|
$62,356,000 | — | 31 Dec 2016 | |
| STATE STREET CORP |
13F
|
Company |
2.2%
|
860,446
|
$59,116,000 | — | 31 Dec 2016 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
2.2%
|
841,428
|
$57,806,000 | — | 31 Dec 2016 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.1%
|
800,826
|
$55,016,000 | — | 31 Dec 2016 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2%
|
778,867
|
$53,508,000 | — | 31 Dec 2016 | |
| DARUMA CAPITAL MANAGEMENT LLC |
13F
|
Company |
2%
|
771,905
|
$53,030,000 | — | 31 Dec 2016 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.9%
|
732,706
|
$50,337,000 | — | 31 Dec 2016 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.7%
|
666,952
|
$45,821,000 | — | 31 Dec 2016 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.4%
|
558,120
|
$38,343,000 | — | 31 Dec 2016 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.4%
|
547,025
|
$37,580,000 | — | 31 Dec 2016 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.4%
|
526,286
|
$36,156,000 | — | 31 Dec 2016 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.3%
|
515,883
|
$35,442,000 | — | 31 Dec 2016 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
487,908
|
$33,519,000 | — | 31 Dec 2016 | |
| PEREGRINE CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.1%
|
423,549
|
$29,098,000 | — | 31 Dec 2016 | |
| Junto Capital Management LP |
13F
|
Company |
1.1%
|
413,498
|
$28,407,000 | — | 31 Dec 2016 | |
| TEACHERS ADVISORS, LLC |
13F
|
Company |
1%
|
387,347
|
$26,611,000 | — | 31 Dec 2016 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.98%
|
378,689
|
$26,016,000 | — | 31 Dec 2016 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.88%
|
340,172
|
$23,370,000 | — | 31 Dec 2016 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.84%
|
324,467
|
$22,290,000 | — | 31 Dec 2016 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.82%
|
315,524
|
$21,676,000 | — | 31 Dec 2016 | |
| NORGES BANK |
13F
|
Company |
0.79%
|
304,743
|
$20,936,000 | — | 31 Dec 2016 | |
| MORGAN STANLEY |
13F
|
Company |
0.77%
|
295,774
|
$20,320,000 | — | 31 Dec 2016 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.72%
|
279,125
|
$19,176,000 | — | 31 Dec 2016 | |
| OppenheimerFunds, Inc. |
13F
|
Company |
0.69%
|
265,948
|
$18,271,000 | — | 31 Dec 2016 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.66%
|
256,450
|
$17,619,000 | — | 31 Dec 2016 | |
| Copeland Capital Management, LLC |
13F
|
Company |
0.63%
|
244,798
|
$16,818,000 | — | 31 Dec 2016 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.63%
|
244,160
|
$16,774,000 | — | 31 Dec 2016 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.59%
|
229,751
|
$15,784,000 | — | 31 Dec 2016 | |
| CHARTWELL INVESTMENT PARTNERS, LLC |
13F
|
Company |
0.57%
|
219,897
|
$15,107,000 | — | 31 Dec 2016 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.55%
|
211,212
|
$14,510,000 | — | 31 Dec 2016 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.51%
|
197,120
|
$13,542,000 | — | 31 Dec 2016 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.5%
|
193,992
|
$13,328,000 | — | 31 Dec 2016 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.47%
|
182,526
|
$12,540,000 | — | 31 Dec 2016 | |
| BAHL & GAYNOR INC |
13F
|
Company |
0.47%
|
181,946
|
$12,499,000 | — | 31 Dec 2016 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.46%
|
178,925
|
$12,292,000 | — | 31 Dec 2016 | |
| Irving Magee Investment Management |
13F
|
Company |
0.45%
|
171,970
|
$11,814,000 | — | 31 Dec 2016 | |
| Fiera Capital Corp |
13F
|
Company |
0.44%
|
169,367
|
$11,635,000 | — | 31 Dec 2016 | |
| SENTINEL ASSET MANAGEMENT, INC. |
13F
|
Company |
0.43%
|
167,512
|
$11,508,000 | — | 31 Dec 2016 | |
| HALSEY ASSOCIATES INC/CT |
13F
|
Company |
0.41%
|
157,799
|
$10,841,000 | — | 31 Dec 2016 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.4%
|
155,740
|
$10,699,000 | — | 31 Dec 2016 | |
| UBS Group AG |
13F
|
Company |
0.38%
|
146,646
|
$10,074,000 | — | 31 Dec 2016 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.38%
|
146,109
|
$10,036,000 | — | 31 Dec 2016 |
Institutional Holders of Evercore Inc. - Class A Common Stock (EVR) as of Q1 2017
As of 31 Mar 2017,
Evercore Inc. - Class A Common Stock (EVR) was held by
282 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
38,911,210 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, RENAISSANCE TECHNOLOGIES LLC, DIMENSIONAL FUND ADVISORS LP, AMERICAN CENTURY COMPANIES INC, STATE STREET CORP, RidgeWorth Capital Management LLC, Channing Capital Management, LLC, and WELLS FARGO & COMPANY/MN.
This page lists
282
institutional shareholders reporting positions in this security
for the Q1 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2017 vs Q4 2016 Across Filers
Q4 2016 holders
267
Q1 2017 holders
282
Holder diff
15
| Investor | Q4 2016 Shares | Q1 2017 Shares | Share Diff | Share Chg % | Q4 2016 Value $ | Q1 2017 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.