Evercore Inc. - Class A Common Stock (EVR)

CUSIP: 29977A105

Q2 2022 13F Holders as of 30 Jun 2022

Type / Class
Equity / Class A Common Stock
Shares outstanding
38,627,480
Total 13F shares
31,858,531
Share change
-1,533,501
Total reported value
$2,982,722,163
Put/Call ratio
380%
Price per share
$93.61
Number of holders
371
Value change
-$163,264,558
Number of buys
191
Number of sells
194

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%
3,869,775
$430,783,000 31 Mar 2022
13F
BlackRock Finance, Inc.
13F
Company
8.8%
3,388,082
$377,161,000 31 Mar 2022
13F
JPMORGAN CHASE & CO
13F
Company
3.5%
1,356,790
$151,038,000 31 Mar 2022
13F
STATE STREET CORP
13F
Company
2.8%
1,076,550
$119,842,000 31 Mar 2022
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
2.3%
869,545
$96,807,000 31 Mar 2022
13F
MORGAN STANLEY
13F
Company
1.8%
712,294
$79,293,000 31 Mar 2022
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.8%
695,136
$77,382,000 31 Mar 2022
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.8%
678,753
$75,559,000 31 Mar 2022
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
1.7%
652,540
$72,641,000 31 Mar 2022
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.6%
598,893
$66,668,000 31 Mar 2022
13F
Bank of New York Mellon Corp
13F
Company
1.5%
560,560
$62,401,000 31 Mar 2022
13F
Boston Partners
13F
Company
1.4%
539,077
$59,529,000 31 Mar 2022
13F
DEUTSCHE BANK AG\
13F
Company
1.4%
530,524
$59,058,000 31 Mar 2022
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
1.3%
519,058
$57,782,000 31 Mar 2022
13F
CITADEL ADVISORS LLC
13F
Company
1.3%
502,810
$55,972,000 31 Mar 2022
13F
PRIMECAP MANAGEMENT CO/CA/
13F
Company
1.1%
411,300
$45,786,000 31 Mar 2022
13F
NORTHERN TRUST CORP
13F
Company
1%
395,048
$43,975,000 31 Mar 2022
13F
Nitorum Capital, L.P.
13F
Company
1%
385,911
$42,960,000 31 Mar 2022
13F
BAHL & GAYNOR INC
13F
Company
0.95%
366,428
$40,791,000 31 Mar 2022
13F
Copeland Capital Management, LLC
13F
Company
0.94%
363,627
$40,479,000 31 Mar 2022
13F
FRANKLIN RESOURCES INC
13F
Company
0.93%
358,363
$39,894,000 31 Mar 2022
13F
NORGES BANK
13F
Company
0.92%
354,026
$39,410,174 31 Mar 2022
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.9%
347,989
$38,738,000 31 Mar 2022
13F
FIRST TRUST ADVISORS LP
13F
Company
0.87%
336,108
$37,415,000 31 Mar 2022
13F
TimesSquare Capital Management, LLC
13F
Company
0.86%
334,055
$37,187,000 31 Mar 2022
13F
Ralph Schlosstein
3/4/5
Co-CEO/Co-Chairman, Director
mixed-class rows
241,176
mixed-class rows
$36,535,231 15 Feb 2022
LORD, ABBETT & CO. LLC
13F
Company
0.8%
310,253
$34,537,000 31 Mar 2022
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
0.79%
304,450
$33,891,000 31 Mar 2022
13F
VIRGINIA RETIREMENT SYSTEMS ET Al
13F
Company
0.77%
297,000
$33,062,000 31 Mar 2022
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
0.76%
293,694
$32,694,000 31 Mar 2022
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
0.72%
278,042
$30,952,000 31 Mar 2022
13F
Holocene Advisors, LP
13F
Company
0.71%
275,400
$30,658,000 31 Mar 2022
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.71%
274,414
$30,547,000 31 Mar 2022
13F
Invesco Ltd.
13F
Company
0.69%
265,580
$29,564,000 31 Mar 2022
13F
Boston Trust Walden Corp
13F
Company
0.66%
253,611
$28,232,000 31 Mar 2022
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.64%
247,800
$27,585,000 31 Mar 2022
13F
Nuveen Asset Management, LLC
13F
Company
0.61%
234,288
$27,122,000 31 Mar 2022
13F
FRONTIER CAPITAL MANAGEMENT CO LLC
13F
Company
0.62%
241,133
$26,843,000 31 Mar 2022
13F
Allspring Global Investments Holdings, LLC
13F
Company
0.6%
233,531
$25,996,000 31 Mar 2022
13F
Clark Capital Management Group, Inc.
13F
Company
0.57%
221,973
$24,710,000 31 Mar 2022
13F
ARIEL INVESTMENTS, LLC
13F
Company
0.55%
213,007
$23,712,000 31 Mar 2022
13F
BERNZOTT CAPITAL ADVISORS
13F
Company
0.54%
209,422
$23,313,000 31 Mar 2022
13F
ROYAL BANK OF CANADA
13F
Company
0.52%
202,200
$22,510,000 31 Mar 2022
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.52%
201,242
$22,402,260 31 Mar 2022
13F
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
Company
0.5%
192,568
$22,032,000 31 Mar 2022
13F
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
0.51%
197,423
$21,977,000 31 Mar 2022
13F
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
0.49%
190,812
$21,241,000 31 Mar 2022
13F
MARSHALL WACE, LLP
13F
Company
0.49%
190,402
$21,195,000 31 Mar 2022
13F
WEDGE CAPITAL MANAGEMENT L L P/NC
13F
Company
0.49%
187,845
$20,911,000 31 Mar 2022
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.47%
182,069
$20,268,000 31 Mar 2022
13F

Institutional Holders of Evercore Inc. - Class A Common Stock (EVR) as of Q2 2022

As of 30 Jun 2022, Evercore Inc. - Class A Common Stock (EVR) was held by 371 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 31,858,531 shares. The largest 10 holders included VANGUARD GROUP INC, BlackRock Inc., JPMORGAN CHASE & CO, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, GEODE CAPITAL MANAGEMENT, LLC, GOLDMAN SACHS GROUP INC, and MORGAN STANLEY. This page lists 372 institutional shareholders reporting positions in this security for the Q2 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2022 vs Q1 2022 Across Filers

Q1 2022 holders
398
Q2 2022 holders
371
Holder diff
-27
Investor Q1 2022 Shares Q2 2022 Shares Share Diff Share Chg % Q1 2022 Value $ Q2 2022 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.
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