- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 38,627,480
- Total 13F shares
- 34,677,316
- Share change
- -1,016,848
- Total reported value
- $4,638,837,442
- Put/Call ratio
- 56%
- Price per share
- $133.67
- Number of holders
- 418
- Value change
- -$140,012,487
- Number of buys
- 175
- Number of sells
- 207
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 |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
9.9%
|
3,839,528
|
$540,491,000 | — | 30 Jun 2021 | |
| BlackRock Finance, Inc. |
13F
|
Company |
9.3%
|
3,579,725
|
$503,916,000 | — | 30 Jun 2021 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
5.2%
|
1,995,045
|
$280,842,000 | — | 30 Jun 2021 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
3%
|
1,157,006
|
$162,872,000 | — | 30 Jun 2021 | |
| STATE STREET CORP |
13F
|
Company |
2.7%
|
1,052,041
|
$148,096,000 | — | 30 Jun 2021 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.3%
|
889,334
|
$125,183,000 | — | 30 Jun 2021 | |
| MORGAN STANLEY |
13F
|
Company |
2.2%
|
834,537
|
$117,478,000 | — | 30 Jun 2021 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.8%
|
701,446
|
$98,743,000 | — | 30 Jun 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.6%
|
628,955
|
$88,538,000 | — | 30 Jun 2021 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.6%
|
601,647
|
$84,696,000 | — | 30 Jun 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
580,462
|
$81,711,000 | — | 30 Jun 2021 | |
| Boston Partners |
13F
|
Company |
1.4%
|
531,684
|
$74,825,000 | — | 30 Jun 2021 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
472,760
|
$66,551,000 | — | 30 Jun 2021 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
1.2%
|
448,896
|
$63,191,000 | — | 30 Jun 2021 | |
| NORGES BANK |
13F
|
Company |
1.2%
|
445,990
|
$62,782,000 | — | 30 Jun 2021 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
444,214
|
$62,532,000 | — | 30 Jun 2021 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.1%
|
429,737
|
$60,494,000 | — | 30 Jun 2021 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
1.1%
|
418,221
|
$58,873,000 | — | 30 Jun 2021 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
1%
|
404,879
|
$56,995,000 | — | 30 Jun 2021 | |
| Ceredex Value Advisors LLC |
13F
|
Company |
1%
|
397,109
|
$55,901,000 | — | 30 Jun 2021 | |
| BAHL & GAYNOR INC |
13F
|
Company |
0.96%
|
371,731
|
$52,329,000 | — | 30 Jun 2021 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.95%
|
368,470
|
$51,870,000 | — | 30 Jun 2021 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.94%
|
364,678
|
$51,336,000 | — | 30 Jun 2021 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.92%
|
353,482
|
$49,760,000 | — | 30 Jun 2021 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.91%
|
352,021
|
$49,555,000 | — | 30 Jun 2021 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.91%
|
350,200
|
$49,298,000 | — | 30 Jun 2021 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
0.87%
|
334,350
|
$47,066,000 | — | 30 Jun 2021 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.84%
|
325,240
|
$45,784,000 | — | 30 Jun 2021 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.84%
|
323,697
|
$45,567,000 | — | 30 Jun 2021 | |
| Nitorum Capital, L.P. |
13F
|
Company |
0.78%
|
300,900
|
$42,358,000 | — | 30 Jun 2021 | |
| BERNZOTT CAPITAL ADVISORS |
13F
|
Company |
0.76%
|
293,265
|
$41,283,000 | — | 30 Jun 2021 | |
| Granite Investment Partners, LLC |
13F
|
Company |
0.71%
|
275,441
|
$38,774,000 | — | 30 Jun 2021 | |
| Copeland Capital Management, LLC |
13F
|
Company |
0.7%
|
271,470
|
$38,215,000 | — | 30 Jun 2021 | |
| ARIEL INVESTMENTS, LLC |
13F
|
Company |
0.67%
|
258,246
|
$36,353,000 | — | 30 Jun 2021 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.66%
|
253,904
|
$35,742,000 | — | 30 Jun 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.64%
|
247,278
|
$34,810,000 | — | 30 Jun 2021 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.59%
|
227,039
|
$31,960,000 | — | 30 Jun 2021 | |
| Clark Capital Management Group, Inc. |
13F
|
Company |
0.58%
|
223,989
|
$31,531,000 | — | 30 Jun 2021 | |
| GLENMEDE TRUST CO NA |
13F
|
Company |
0.57%
|
220,957
|
$31,103,000 | — | 30 Jun 2021 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.57%
|
219,780
|
$30,938,000 | — | 30 Jun 2021 | |
| GREAT LAKES ADVISORS, LLC |
13F
|
Company |
0.57%
|
219,604
|
$30,914,000 | — | 30 Jun 2021 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.55%
|
214,016
|
$30,127,000 | — | 30 Jun 2021 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.51%
|
196,122
|
$27,607,000 | — | 30 Jun 2021 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.46%
|
176,454
|
$24,839,429 | — | 30 Jun 2021 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.45%
|
172,289
|
$24,253,000 | — | 30 Jun 2021 | |
| Ziegler Capital Management, LLC |
13F
|
Company |
0.19%
|
74,328
|
$23,888,000 | — | 30 Jun 2021 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.43%
|
167,390
|
$23,564,000 | — | 30 Jun 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.43%
|
165,156
|
$23,249,000 | — | 30 Jun 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.42%
|
161,519
|
$22,766,000 | — | 30 Jun 2021 | |
| Man Group plc |
13F
|
Company |
0.41%
|
158,771
|
$22,350,000 | — | 30 Jun 2021 |
Institutional Holders of Evercore Inc. - Class A Common Stock (EVR) as of Q3 2021
As of 30 Sep 2021,
Evercore Inc. - Class A Common Stock (EVR) was held by
418 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
34,677,316 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, MILLENNIUM MANAGEMENT LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, and Bank of New York Mellon Corp.
This page lists
418
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2021 vs Q2 2021 Across Filers
Q2 2021 holders
423
Q3 2021 holders
418
Holder diff
-5
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 Value $ | Q3 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.