- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 38,627,480
- Total 13F shares
- 38,560,648
- Share change
- -352,821
- Total reported value
- $2,719,944,885
- Put/Call ratio
- 43%
- Price per share
- $70.50
- Number of holders
- 292
- Value change
- -$32,128,156
- Number of buys
- 171
- Number of sells
- 132
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 Finance, Inc. |
13F
|
Company |
17%
|
6,399,251
|
$498,502,000 | — | 31 Mar 2017 | |
| VANGUARD GROUP INC |
13F
|
Company |
8.1%
|
3,119,627
|
$243,019,000 | — | 31 Mar 2017 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
4%
|
1,545,295
|
$120,378,000 | — | 31 Mar 2017 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
3.2%
|
1,236,000
|
$96,284,000 | — | 31 Mar 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.7%
|
1,033,334
|
$80,496,000 | — | 31 Mar 2017 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.5%
|
959,476
|
$74,743,000 | — | 31 Mar 2017 | |
| STATE STREET CORP |
13F
|
Company |
2.4%
|
935,208
|
$72,854,000 | — | 31 Mar 2017 | |
| VIRTUS CAPITAL ADVISERS, LLC |
13F
|
Company |
2.3%
|
892,401
|
$69,518,000 | — | 31 Mar 2017 | |
| Channing Capital Management, LLC |
13F
|
Company |
2.2%
|
863,512
|
$67,268,000 | — | 31 Mar 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
2.1%
|
809,866
|
$63,088,000 | — | 31 Mar 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.9%
|
737,390
|
$57,443,000 | — | 31 Mar 2017 | |
| DARUMA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.9%
|
730,965
|
$56,942,000 | — | 31 Mar 2017 | |
| Invesco Ltd. |
13F
|
Company |
1.8%
|
713,070
|
$55,549,000 | — | 31 Mar 2017 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
1.8%
|
690,180
|
$53,765,000 | — | 31 Mar 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.7%
|
664,933
|
$51,798,000 | — | 31 Mar 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.5%
|
567,017
|
$44,171,000 | — | 31 Mar 2017 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
1.4%
|
532,202
|
$41,459,000 | — | 31 Mar 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.3%
|
517,885
|
$40,344,000 | — | 31 Mar 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
505,684
|
$39,393,000 | — | 31 Mar 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
494,530
|
$38,523,000 | — | 31 Mar 2017 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
1.3%
|
489,541
|
$38,136,000 | — | 31 Mar 2017 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.2%
|
451,158
|
$35,145,000 | — | 31 Mar 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.1%
|
435,428
|
$33,920,000 | — | 31 Mar 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
431,854
|
$33,641,000 | — | 31 Mar 2017 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1.1%
|
414,420
|
$32,283,000 | — | 31 Mar 2017 | |
| PEREGRINE CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.1%
|
410,128
|
$31,457,000 | — | 31 Mar 2017 | |
| TEACHERS ADVISORS, LLC |
13F
|
Company |
1%
|
398,111
|
$31,013,000 | — | 31 Mar 2017 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.95%
|
368,552
|
$28,710,000 | — | 31 Mar 2017 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.94%
|
362,058
|
$28,204,000 | — | 31 Mar 2017 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.93%
|
360,000
|
$28,044,000 | — | 31 Mar 2017 | |
| MORGAN STANLEY |
13F
|
Company |
0.88%
|
338,009
|
$26,330,000 | — | 31 Mar 2017 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.86%
|
333,467
|
$25,977,000 | — | 31 Mar 2017 | |
| NORGES BANK |
13F
|
Company |
0.84%
|
325,481
|
$25,355,000 | — | 31 Mar 2017 | |
| OppenheimerFunds, Inc. |
13F
|
Company |
0.76%
|
294,998
|
$22,980,000 | — | 31 Mar 2017 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.67%
|
258,019
|
$20,100,000 | — | 31 Mar 2017 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.63%
|
244,160
|
$19,020,000 | — | 31 Mar 2017 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.62%
|
240,669
|
$18,748,000 | — | 31 Mar 2017 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.61%
|
235,808
|
$18,369,000 | — | 31 Mar 2017 | |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.54%
|
209,710
|
$16,337,000 | — | 31 Mar 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.54%
|
207,775
|
$16,186,000 | — | 31 Mar 2017 | |
| Fiera Capital Corp |
13F
|
Company |
0.52%
|
201,751
|
$15,717,000 | — | 31 Mar 2017 | |
| Copeland Capital Management, LLC |
13F
|
Company |
0.48%
|
185,992
|
$15,093,000 | — | 31 Mar 2017 | |
| BAHL & GAYNOR INC |
13F
|
Company |
0.49%
|
189,736
|
$14,780,000 | — | 31 Mar 2017 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.48%
|
186,048
|
$14,494,000 | — | 31 Mar 2017 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.47%
|
179,894
|
$14,014,000 | — | 31 Mar 2017 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.45%
|
175,620
|
$13,681,000 | — | 31 Mar 2017 | |
| Irving Magee Investment Management |
13F
|
Company |
0.45%
|
171,970
|
$13,396,000 | — | 31 Mar 2017 | |
| abrdn Investment Management Ltd |
13F
|
Company |
0.4%
|
156,384
|
$12,179,000 | — | 31 Mar 2017 | |
| SENTINEL ASSET MANAGEMENT, INC. |
13F
|
Company |
0.39%
|
150,571
|
$11,729,000 | — | 31 Mar 2017 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.37%
|
144,142
|
$11,229,000 | — | 31 Mar 2017 |
Institutional Holders of Evercore Inc. - Class A Common Stock (EVR) as of Q2 2017
As of 30 Jun 2017,
Evercore Inc. - Class A Common Stock (EVR) was held by
292 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
38,560,648 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC, DIMENSIONAL FUND ADVISORS LP, AMERICAN CENTURY COMPANIES INC, STATE STREET CORP, Virtus Fund Advisers, LLC, Channing Capital Management, LLC, WELLINGTON MANAGEMENT GROUP LLP, and Invesco Ltd..
This page lists
292
institutional shareholders reporting positions in this security
for the Q2 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2017 vs Q1 2017 Across Filers
Q1 2017 holders
282
Q2 2017 holders
292
Holder diff
10
| Investor | Q1 2017 Shares | Q2 2017 Shares | Share Diff | Share Chg % | Q1 2017 Value $ | Q2 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.