Evercore Inc. - Class A Common Stock (EVR)

CUSIP: 29977A105

Q2 2021 13F Holders as of 30 Jun 2021

Type / Class
Equity / Class A Common Stock
Shares outstanding
38,627,480
Total 13F shares
35,627,245
Share change
-1,723,161
Total reported value
$5,012,454,906
Put/Call ratio
115%
Price per share
$140.77
Number of holders
423
Value change
-$226,063,079
Number of buys
186
Number of sells
224

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?
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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
10%
3,872,601
$510,177,000 31 Mar 2021
13F
BlackRock Finance, Inc.
13F
Company
10%
3,848,052
$506,942,000 31 Mar 2021
13F
JPMORGAN CHASE & CO
13F
Company
4.7%
1,802,327
$237,440,000 31 Mar 2021
13F
STATE STREET CORP
13F
Company
2.5%
968,216
$127,553,000 31 Mar 2021
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
2.4%
945,818
$124,602,000 31 Mar 2021
13F
GOLDMAN SACHS GROUP INC
13F
Company
2.4%
928,343
$122,299,000 31 Mar 2021
13F
SCOUT INVESTMENTS, INC.
13F
Company
2.3%
903,824
$119,070,000 31 Mar 2021
13F
MORGAN STANLEY
13F
Company
1.9%
734,958
$96,824,000 31 Mar 2021
13F
Bank of New York Mellon Corp
13F
Company
1.6%
619,907
$81,666,000 31 Mar 2021
13F
JANE STREET GROUP, LLC
13F
Company
1.6%
599,604
$78,992,000 31 Mar 2021
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.5%
565,748
$74,531,000 31 Mar 2021
13F
WELLS FARGO & COMPANY/MN
13F
Company
1.5%
564,833
$74,410,000 31 Mar 2021
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.5%
560,981
$73,904,000 31 Mar 2021
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
1.4%
556,757
$73,347,000 31 Mar 2021
13F
Boston Partners
13F
Company
1.4%
535,045
$70,987,000 31 Mar 2021
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
1.4%
528,371
$69,608,000 31 Mar 2021
13F
Nuveen Asset Management, LLC
13F
Company
1.3%
506,197
$66,685,000 31 Mar 2021
13F
NORTHERN TRUST CORP
13F
Company
1.2%
455,127
$59,958,000 31 Mar 2021
13F
Ceredex Value Advisors LLC
13F
Company
1.2%
454,509
$59,877,000 31 Mar 2021
13F
Invesco Ltd.
13F
Company
1.1%
436,207
$57,466,000 31 Mar 2021
13F
TimesSquare Capital Management, LLC
13F
Company
1.1%
433,650
$57,129,000 31 Mar 2021
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
1.1%
407,590
$53,695,000 31 Mar 2021
13F
NORGES BANK
13F
Company
1%
397,310
$52,342,000 31 Mar 2021
13F
THRIVENT FINANCIAL FOR LUTHERANS
13F
Company
0.98%
379,612
$50,010,000 31 Mar 2021
13F
FRANKLIN RESOURCES INC
13F
Company
0.91%
352,616
$46,453,000 31 Mar 2021
13F
SAMLYN CAPITAL, LLC
13F
Company
0.9%
348,219
$45,875,000 31 Mar 2021
13F
PRUDENTIAL FINANCIAL INC
13F
Company
0.9%
347,208
$45,741,000 31 Mar 2021
13F
Copeland Capital Management, LLC
13F
Company
0.9%
345,831
$45,560,000 31 Mar 2021
13F
Aristotle Capital Boston, LLC
13F
Company
0.88%
341,730
$45,020,000 31 Mar 2021
13F
FRONTIER CAPITAL MANAGEMENT CO LLC
13F
Company
0.84%
324,954
$42,809,000 31 Mar 2021
13F
ROYCE & ASSOCIATES LP
13F
Company
0.78%
303,116
$39,933,000 31 Mar 2021
13F
WEDGE CAPITAL MANAGEMENT L L P/NC
13F
Company
0.77%
297,700
$39,219,000 31 Mar 2021
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.77%
296,628
$39,079,000 31 Mar 2021
13F
BERNZOTT CAPITAL ADVISORS
13F
Company
0.76%
294,408
$38,785,000 31 Mar 2021
13F
NATIXIS
13F
Company
0.75%
290,400
$38,257,000 31 Mar 2021
13F
JANUS HENDERSON GROUP PLC
13F
Company
0.75%
289,807
$38,179,000 31 Mar 2021
13F
BAHL & GAYNOR INC
13F
Company
0.74%
285,783
$37,649,000 31 Mar 2021
13F
Granite Investment Partners, LLC
13F
Company
0.71%
274,729
$36,193,000 31 Mar 2021
13F
ARIEL INVESTMENTS, LLC
13F
Company
0.67%
259,683
$34,211,000 31 Mar 2021
13F
CITADEL ADVISORS LLC
13F
Company
0.62%
238,296
$31,393,000 31 Mar 2021
13F
GREAT LAKES ADVISORS, LLC
13F
Company
0.58%
224,346
$29,555,000 31 Mar 2021
13F
Clark Capital Management Group, Inc.
13F
Company
0.57%
218,906
$28,839,000 31 Mar 2021
13F
GLENMEDE TRUST CO NA
13F
Company
0.55%
210,926
$27,786,000 31 Mar 2021
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.53%
206,559
$27,203,000 31 Mar 2021
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.49%
190,546
$25,102,531 31 Mar 2021
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.47%
180,307
$23,754,000 31 Mar 2021
13F
Ziegler Capital Management, LLC
13F
Company
0.46%
176,813
$23,293,000 31 Mar 2021
13F
MOORE CAPITAL MANAGEMENT, LP
13F
Company
0.45%
174,315
$22,964,000 31 Mar 2021
13F
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
0.43%
167,508
$22,067,000 31 Mar 2021
13F
DEPRINCE RACE & ZOLLO INC
13F
Company
0.4%
154,199
$20,314,000 31 Mar 2021
13F

Institutional Holders of Evercore Inc. - Class A Common Stock (EVR) as of Q2 2021

As of 30 Jun 2021, Evercore Inc. - Class A Common Stock (EVR) was held by 423 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 35,627,245 shares. The largest 10 holders included VANGUARD GROUP INC, BlackRock Inc., JPMORGAN CHASE & CO, GOLDMAN SACHS GROUP INC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, MORGAN STANLEY, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, WELLS FARGO & COMPANY/MN, and Bank of New York Mellon Corp. This page lists 423 institutional shareholders reporting positions in this security for the Q2 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2021 vs Q1 2021 Across Filers

Q1 2021 holders
405
Q2 2021 holders
423
Holder diff
18
Investor Q1 2021 Shares Q2 2021 Shares Share Diff Share Chg % Q1 2021 Value $ Q2 2021 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.