- 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?
Open the full security ownership history page.
Next holder-history checks
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- 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 |
10%
|
3,869,775
|
$430,783,000 | — | 31 Mar 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8.8%
|
3,388,082
|
$377,161,000 | — | 31 Mar 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
3.5%
|
1,356,790
|
$151,038,000 | — | 31 Mar 2022 | |
| STATE STREET CORP |
13F
|
Company |
2.8%
|
1,076,550
|
$119,842,000 | — | 31 Mar 2022 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.3%
|
869,545
|
$96,807,000 | — | 31 Mar 2022 | |
| MORGAN STANLEY |
13F
|
Company |
1.8%
|
712,294
|
$79,293,000 | — | 31 Mar 2022 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.8%
|
695,136
|
$77,382,000 | — | 31 Mar 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.8%
|
678,753
|
$75,559,000 | — | 31 Mar 2022 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.7%
|
652,540
|
$72,641,000 | — | 31 Mar 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.6%
|
598,893
|
$66,668,000 | — | 31 Mar 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.5%
|
560,560
|
$62,401,000 | — | 31 Mar 2022 | |
| Boston Partners |
13F
|
Company |
1.4%
|
539,077
|
$59,529,000 | — | 31 Mar 2022 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
1.4%
|
530,524
|
$59,058,000 | — | 31 Mar 2022 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.3%
|
519,058
|
$57,782,000 | — | 31 Mar 2022 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.3%
|
502,810
|
$55,972,000 | — | 31 Mar 2022 | |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
|
Company |
1.1%
|
411,300
|
$45,786,000 | — | 31 Mar 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1%
|
395,048
|
$43,975,000 | — | 31 Mar 2022 | |
| Nitorum Capital, L.P. |
13F
|
Company |
1%
|
385,911
|
$42,960,000 | — | 31 Mar 2022 | |
| BAHL & GAYNOR INC |
13F
|
Company |
0.95%
|
366,428
|
$40,791,000 | — | 31 Mar 2022 | |
| Copeland Capital Management, LLC |
13F
|
Company |
0.94%
|
363,627
|
$40,479,000 | — | 31 Mar 2022 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.93%
|
358,363
|
$39,894,000 | — | 31 Mar 2022 | |
| NORGES BANK |
13F
|
Company |
0.92%
|
354,026
|
$39,410,174 | — | 31 Mar 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.9%
|
347,989
|
$38,738,000 | — | 31 Mar 2022 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.87%
|
336,108
|
$37,415,000 | — | 31 Mar 2022 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
0.86%
|
334,055
|
$37,187,000 | — | 31 Mar 2022 | |
| 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 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.79%
|
304,450
|
$33,891,000 | — | 31 Mar 2022 | |
| VIRGINIA RETIREMENT SYSTEMS ET Al |
13F
|
Company |
0.77%
|
297,000
|
$33,062,000 | — | 31 Mar 2022 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.76%
|
293,694
|
$32,694,000 | — | 31 Mar 2022 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.72%
|
278,042
|
$30,952,000 | — | 31 Mar 2022 | |
| Holocene Advisors, LP |
13F
|
Company |
0.71%
|
275,400
|
$30,658,000 | — | 31 Mar 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.71%
|
274,414
|
$30,547,000 | — | 31 Mar 2022 | |
| Invesco Ltd. |
13F
|
Company |
0.69%
|
265,580
|
$29,564,000 | — | 31 Mar 2022 | |
| Boston Trust Walden Corp |
13F
|
Company |
0.66%
|
253,611
|
$28,232,000 | — | 31 Mar 2022 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.64%
|
247,800
|
$27,585,000 | — | 31 Mar 2022 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.61%
|
234,288
|
$27,122,000 | — | 31 Mar 2022 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.62%
|
241,133
|
$26,843,000 | — | 31 Mar 2022 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.6%
|
233,531
|
$25,996,000 | — | 31 Mar 2022 | |
| Clark Capital Management Group, Inc. |
13F
|
Company |
0.57%
|
221,973
|
$24,710,000 | — | 31 Mar 2022 | |
| ARIEL INVESTMENTS, LLC |
13F
|
Company |
0.55%
|
213,007
|
$23,712,000 | — | 31 Mar 2022 | |
| BERNZOTT CAPITAL ADVISORS |
13F
|
Company |
0.54%
|
209,422
|
$23,313,000 | — | 31 Mar 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.52%
|
202,200
|
$22,510,000 | — | 31 Mar 2022 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.52%
|
201,242
|
$22,402,260 | — | 31 Mar 2022 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.5%
|
192,568
|
$22,032,000 | — | 31 Mar 2022 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.51%
|
197,423
|
$21,977,000 | — | 31 Mar 2022 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.49%
|
190,812
|
$21,241,000 | — | 31 Mar 2022 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.49%
|
190,402
|
$21,195,000 | — | 31 Mar 2022 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.49%
|
187,845
|
$20,911,000 | — | 31 Mar 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.47%
|
182,069
|
$20,268,000 | — | 31 Mar 2022 |
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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.