Security key
29977A105
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 38,627,480
- Total 13F shares
- 33,495,680
- Share change
- +917,814
- Total reported value
- $4,141,154,149
- Put/Call ratio
- 67%
- Price per share
- $123.59
- Number of holders
- 398
- Value change
- +$123,309,578
- Number of buys
- 168
- Number of sells
- 231
Report period
Q2 2023
Institutions
398
Top holders
10
EVR full security history
Newer quarter: Q3 2023
Previous quarter: Q1 2023
Evercore Inc. SEC filings
Evercore Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 29977A105
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
9.6%
|
3,720,453
|
$429,265,868 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8.7%
|
3,354,341
|
$387,023,875 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
4.1%
|
1,576,899
|
$181,942,000 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
2.7%
|
1,041,401
|
$120,156,847 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.3%
|
887,321
|
$102,371,619 | — | 31 Mar 2023 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
2.3%
|
878,275
|
$101,335,369 | — | 31 Mar 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
2.2%
|
838,178
|
$96,709,000 | — | 31 Mar 2023 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.9%
|
724,661
|
$83,611,386 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
1.8%
|
697,411
|
$80,467,445 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.6%
|
629,364
|
$72,616,058 | — | 31 Mar 2023 | |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
|
Company |
1.6%
|
621,280
|
$71,683,286 | — | 31 Mar 2023 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.4%
|
548,860
|
$63,327,467 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.3%
|
515,239
|
$59,448,254 | — | 31 Mar 2023 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
1.3%
|
496,592
|
$57,296,785 | — | 31 Mar 2023 | |
| BAHL & GAYNOR INC |
13F
|
Company |
1.2%
|
476,770
|
$55,009,723 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
445,105
|
$51,356,216 | — | 31 Mar 2023 | |
| Boston Partners |
13F
|
Company |
1%
|
396,865
|
$45,476,605 | — | 31 Mar 2023 | |
| NORGES BANK |
13F
|
Company |
0.96%
|
368,965
|
$42,571,182 | — | 31 Mar 2023 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.92%
|
355,930
|
$41,067,203 | — | 31 Mar 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.91%
|
351,327
|
$40,536,108 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.88%
|
338,059
|
$39,005,194 | — | 31 Mar 2023 | |
| Channing Capital Management, LLC |
13F
|
Company |
0.87%
|
336,573
|
$38,833,793 | — | 31 Mar 2023 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.85%
|
327,931
|
$37,836,630 | — | 31 Mar 2023 | |
| Clark Capital Management Group, Inc. |
13F
|
Company |
0.81%
|
313,117
|
$36,127,442 | — | 31 Mar 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.79%
|
306,588
|
$35,374,123 | — | 31 Mar 2023 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.79%
|
303,252
|
$34,989,216 | — | 31 Mar 2023 | |
| Paralel Advisors LLC |
13F
|
Company |
0.78%
|
300,000
|
$34,614,000 | — | 31 Mar 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.77%
|
298,842
|
$34,480,389 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.76%
|
294,549
|
$33,985,063 | — | 31 Mar 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.73%
|
281,314
|
$7,339,079 | — | 31 Mar 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.71%
|
275,797
|
$31,822,000 | — | 31 Mar 2023 | |
| ProShare Advisors LLC |
13F
|
Company |
0.71%
|
274,940
|
$31,722,577 | — | 31 Mar 2023 | |
| Boston Trust Walden Corp |
13F
|
Company |
0.71%
|
273,624
|
$31,570,737 | — | 31 Mar 2023 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.65%
|
252,896
|
$29,179,140 | — | 31 Mar 2023 | |
| Sparta 24 Ltd. |
13F
|
Company |
0.64%
|
245,400
|
$28,314,252 | — | 31 Mar 2023 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.61%
|
234,844
|
$27,096,301 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.6%
|
230,092
|
$26,548,015 | — | 31 Mar 2023 | |
| STRS OHIO |
13F
|
Company |
0.53%
|
204,204
|
$23,561,000 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.52%
|
200,243
|
$23,104,060 | — | 31 Mar 2023 | |
| Nitorum Capital, L.P. |
13F
|
Company |
0.52%
|
199,843
|
$23,057,885 | — | 31 Mar 2023 | |
| GLENMEDE TRUST CO NA |
13F
|
Company |
0.46%
|
176,907
|
$20,411,529 | — | 31 Mar 2023 | |
| KETTLE HILL CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.44%
|
169,475
|
$19,554,026 | — | 31 Mar 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.43%
|
166,380
|
$19,197,000 | — | 31 Mar 2023 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.43%
|
164,939
|
$19,030,660 | — | 31 Mar 2023 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.42%
|
162,722
|
$18,774,973 | — | 31 Mar 2023 | |
| ARIEL INVESTMENTS, LLC |
13F
|
Company |
0.4%
|
156,422
|
$18,047,970 | — | 31 Mar 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.39%
|
152,276
|
$17,575,845 | — | 31 Mar 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.37%
|
144,400
|
$16,661,000 | — | 31 Mar 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.37%
|
141,524
|
$16,329,039 | — | 31 Mar 2023 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.36%
|
139,290
|
$16,071,280 | — | 31 Mar 2023 |
Institutional Holders of Evercore Inc. - Class A Common Stock (EVR) as of Q2 2023
As of 30 Jun 2023,
Evercore Inc. - Class A Common Stock (EVR) was held by
398 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
33,495,680 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., JPMORGAN CHASE & CO, Boston Partners, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, STATE STREET CORP, HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, DIMENSIONAL FUND ADVISORS LP, FULLER & THALER ASSET MANAGEMENT, INC., and MORGAN STANLEY.
This page lists
398
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
417
Q2 2023 holders
398
Holder diff
-19
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 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.