- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 38,627,480
- Total 13F shares
- 35,200,959
- Share change
- -1,942,206
- Total reported value
- $1,622,420,087
- Put/Call ratio
- 115%
- Price per share
- $46.06
- Number of holders
- 277
- Value change
- -$134,240,463
- Number of buys
- 129
- Number of sells
- 181
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 |
10%
|
4,022,947
|
$300,756,000 | — | 31 Dec 2019 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.1%
|
3,511,975
|
$262,555,000 | — | 31 Dec 2019 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
3%
|
1,157,800
|
$86,557,000 | — | 31 Dec 2019 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
2.7%
|
1,055,273
|
$78,892,000 | — | 31 Dec 2019 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
2.6%
|
996,350
|
$74,487,000 | — | 31 Dec 2019 | |
| STATE STREET CORP |
13F
|
Company |
2.5%
|
957,899
|
$71,613,000 | — | 31 Dec 2019 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
2.4%
|
926,335
|
$69,253,000 | — | 31 Dec 2019 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.4%
|
908,753
|
$67,939,000 | — | 31 Dec 2019 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
2%
|
789,445
|
$59,019,000 | — | 31 Dec 2019 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2%
|
779,314
|
$58,263,000 | — | 31 Dec 2019 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2%
|
760,981
|
$56,891,000 | — | 31 Dec 2019 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.8%
|
683,860
|
$51,125,000 | — | 31 Dec 2019 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.8%
|
681,538
|
$50,950,000 | — | 31 Dec 2019 | |
| APG Asset Management N.V. |
13F
|
Company |
1.8%
|
713,800
|
$47,540,000 | — | 31 Dec 2019 | |
| Channing Capital Management, LLC |
13F
|
Company |
1.6%
|
618,721
|
$46,256,000 | — | 31 Dec 2019 | |
| Man Group plc |
13F
|
Company |
1.4%
|
552,153
|
$41,279,000 | — | 31 Dec 2019 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.4%
|
544,227
|
$40,687,000 | — | 31 Dec 2019 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
502,319
|
$37,554,000 | — | 31 Dec 2019 | |
| Ceredex Value Advisors LLC |
13F
|
Company |
1.3%
|
488,298
|
$36,505,000 | — | 31 Dec 2019 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.2%
|
478,348
|
$35,761,000 | — | 31 Dec 2019 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.2%
|
470,283
|
$35,158,000 | — | 31 Dec 2019 | |
| NORGES BANK |
13F
|
Company |
1.2%
|
449,402
|
$33,597,000 | — | 31 Dec 2019 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
1.1%
|
443,844
|
$33,182,000 | — | 31 Dec 2019 | |
| Copeland Capital Management, LLC |
13F
|
Company |
1.1%
|
429,341
|
$32,098,000 | — | 31 Dec 2019 | |
| PEREGRINE CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.1%
|
416,104
|
$31,108,000 | — | 31 Dec 2019 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.1%
|
411,104
|
$30,733,000 | — | 31 Dec 2019 | |
| Boston Partners |
13F
|
Company |
1%
|
392,046
|
$29,336,000 | — | 31 Dec 2019 | |
| GLENMEDE TRUST CO NA |
13F
|
Company |
1%
|
385,563
|
$28,824,000 | — | 31 Dec 2019 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.9%
|
346,358
|
$25,894,000 | — | 31 Dec 2019 | |
| Jupiter Investment Management Ltd |
13F
|
Company |
0.87%
|
337,254
|
$25,213,000 | — | 31 Dec 2019 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.84%
|
322,719
|
$24,126,000 | — | 31 Dec 2019 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.84%
|
322,696
|
$24,126,000 | — | 31 Dec 2019 | |
| CARILLON TOWER ADVISERS, INC. |
13F
|
Company |
0.79%
|
305,575
|
$22,845,000 | — | 31 Dec 2019 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.75%
|
290,900
|
$21,748,000 | — | 31 Dec 2019 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.72%
|
277,695
|
$20,759,000 | — | 31 Dec 2019 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.67%
|
257,974
|
$19,286,000 | — | 31 Dec 2019 | |
| Fiera Capital Corp |
13F
|
Company |
0.65%
|
250,604
|
$18,735,000 | — | 31 Dec 2019 | |
| Skandinaviska Enskilda Banken AB (publ) |
13F
|
Company |
0.63%
|
242,477
|
$18,128,000 | — | 31 Dec 2019 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.63%
|
242,200
|
$18,107,000 | — | 31 Dec 2019 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.61%
|
234,348
|
$17,520,000 | — | 31 Dec 2019 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.61%
|
234,251
|
$17,512,000 | — | 31 Dec 2019 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.57%
|
221,076
|
$16,528,000 | — | 31 Dec 2019 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.57%
|
220,912
|
$16,515,000 | — | 31 Dec 2019 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.57%
|
218,632
|
$16,345,000 | — | 31 Dec 2019 | |
| BAHL & GAYNOR INC |
13F
|
Company |
0.57%
|
218,622
|
$16,344,000 | — | 31 Dec 2019 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.52%
|
200,215
|
$14,968,000 | — | 31 Dec 2019 | |
| ASSETMARK, INC |
13F
|
Company |
0.45%
|
173,714
|
$12,987,000 | — | 31 Dec 2019 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.44%
|
169,437
|
$12,667,000 | — | 31 Dec 2019 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.43%
|
167,924
|
$12,554,000 | — | 31 Dec 2019 | |
| Retirement Systems of Alabama |
13F
|
Company |
0.43%
|
165,477
|
$12,371,000 | — | 31 Dec 2019 |
Institutional Holders of Evercore Inc. - Class A Common Stock (EVR) as of Q1 2020
As of 31 Mar 2020,
Evercore Inc. - Class A Common Stock (EVR) was held by
277 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
35,200,959 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, STATE STREET CORP, TimesSquare Capital Management, LLC, DIMENSIONAL FUND ADVISORS LP, Nuveen Asset Management, LLC, JPMORGAN CHASE & CO, AQR CAPITAL MANAGEMENT LLC, and WELLS FARGO & COMPANY/MN.
This page lists
277
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2020 vs Q4 2019 Across Filers
Q4 2019 holders
315
Q1 2020 holders
277
Holder diff
-38
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 Value $ | Q1 2020 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.