- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 38,627,480
- Total 13F shares
- 35,535,313
- Share change
- +39,174
- Total reported value
- $2,090,600,274
- Put/Call ratio
- 73%
- Price per share
- $58.92
- Number of holders
- 291
- Value change
- +$19,319,429
- Number of buys
- 155
- Number of sells
- 146
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.
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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 |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
9.8%
|
3,775,401
|
$173,895,000 | — | 31 Mar 2020 | |
| BlackRock Finance, Inc. |
13F
|
Company |
9.4%
|
3,637,839
|
$167,558,000 | — | 31 Mar 2020 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
5%
|
1,936,070
|
$89,175,000 | — | 31 Mar 2020 | |
| STATE STREET CORP |
13F
|
Company |
2.5%
|
974,648
|
$44,892,000 | — | 31 Mar 2020 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
2.5%
|
970,200
|
$44,687,000 | — | 31 Mar 2020 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.3%
|
903,186
|
$41,602,000 | — | 31 Mar 2020 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
2.1%
|
811,265
|
$37,367,000 | — | 31 Mar 2020 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.1%
|
806,125
|
$37,129,000 | — | 31 Mar 2020 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.9%
|
753,016
|
$34,684,000 | — | 31 Mar 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.7%
|
649,633
|
$29,922,000 | — | 31 Mar 2020 | |
| GLENMEDE TRUST CO NA |
13F
|
Company |
1%
|
385,563
|
$28,824,000 | — | 31 Mar 2020 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.6%
|
624,686
|
$28,774,000 | — | 31 Mar 2020 | |
| Boston Partners |
13F
|
Company |
1.6%
|
614,753
|
$28,299,000 | — | 31 Mar 2020 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
1.5%
|
568,378
|
$26,179,000 | — | 31 Mar 2020 | |
| Man Group plc |
13F
|
Company |
1.4%
|
549,092
|
$25,291,000 | — | 31 Mar 2020 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
1.4%
|
523,420
|
$24,109,000 | — | 31 Mar 2020 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
1.3%
|
504,100
|
$23,219,000 | — | 31 Mar 2020 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
495,654
|
$22,830,000 | — | 31 Mar 2020 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.3%
|
490,312
|
$22,583,000 | — | 31 Mar 2020 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.3%
|
486,930
|
$22,427,000 | — | 31 Mar 2020 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.2%
|
475,257
|
$21,890,000 | — | 31 Mar 2020 | |
| Ceredex Value Advisors LLC |
13F
|
Company |
1.2%
|
470,793
|
$21,685,000 | — | 31 Mar 2020 | |
| NORGES BANK |
13F
|
Company |
1.1%
|
442,055
|
$20,361,000 | — | 31 Mar 2020 | |
| Copeland Capital Management, LLC |
13F
|
Company |
1.1%
|
422,677
|
$19,469,000 | — | 31 Mar 2020 | |
| PEREGRINE CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.1%
|
417,541
|
$19,232,000 | — | 31 Mar 2020 | |
| CARILLON TOWER ADVISERS, INC. |
13F
|
Company |
1.1%
|
412,675
|
$19,008,000 | — | 31 Mar 2020 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1%
|
392,017
|
$18,057,000 | — | 31 Mar 2020 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1%
|
387,381
|
$17,843,000 | — | 31 Mar 2020 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
0.95%
|
367,931
|
$16,947,000 | — | 31 Mar 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.91%
|
353,087
|
$16,353,000 | — | 31 Mar 2020 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.87%
|
337,897
|
$15,564,000 | — | 31 Mar 2020 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.83%
|
320,691
|
$14,771,000 | — | 31 Mar 2020 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.8%
|
307,700
|
$14,173,000 | — | 31 Mar 2020 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.79%
|
306,474
|
$14,116,000 | — | 31 Mar 2020 | |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
13F
|
Company |
0.73%
|
282,400
|
$13,007,000 | — | 31 Mar 2020 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.72%
|
277,500
|
$12,782,000 | — | 31 Mar 2020 | |
| MACKAY SHIELDS LLC |
13F
|
Company |
0.66%
|
256,497
|
$11,815,000 | — | 31 Mar 2020 | |
| BAHL & GAYNOR INC |
13F
|
Company |
0.66%
|
253,469
|
$11,675,000 | — | 31 Mar 2020 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.58%
|
222,332
|
$10,241,000 | — | 31 Mar 2020 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.54%
|
207,792
|
$10,236,000 | — | 31 Mar 2020 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.54%
|
207,090
|
$9,537,000 | — | 31 Mar 2020 | |
| Invesco Ltd. |
13F
|
Company |
0.52%
|
201,825
|
$9,296,000 | — | 31 Mar 2020 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.52%
|
199,945
|
$9,209,000 | — | 31 Mar 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.51%
|
198,616
|
$9,148,000 | — | 31 Mar 2020 | |
| Retirement Systems of Alabama |
13F
|
Company |
0.51%
|
198,377
|
$9,137,000 | — | 31 Mar 2020 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.48%
|
183,542
|
$8,454,000 | — | 31 Mar 2020 | |
| BANK OF NOVA SCOTIA |
13F
|
Company |
0.46%
|
178,680
|
$8,230,000 | — | 31 Mar 2020 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.45%
|
173,029
|
$7,968,000 | — | 31 Mar 2020 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.45%
|
172,601
|
$7,950,000 | — | 31 Mar 2020 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.44%
|
169,247
|
$7,795,000 | — | 31 Mar 2020 |
Institutional Holders of Evercore Inc. - Class A Common Stock (EVR) as of Q2 2020
As of 30 Jun 2020,
Evercore Inc. - Class A Common Stock (EVR) was held by
291 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
35,535,313 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, JPMORGAN CHASE & CO, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, TimesSquare Capital Management, LLC, Nuveen Asset Management, LLC, WELLS FARGO & COMPANY/MN, and SCOUT INVESTMENTS, INC..
This page lists
291
institutional shareholders reporting positions in this security
for the Q2 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
277
Q2 2020 holders
291
Holder diff
14
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 Value $ | Q2 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.