Security key
29977A105
- Security type / class
- Equity / Class A Common Stock
- Shares outstanding
- 38,627,480
- Total 13F shares
- 33,140,853
- Share change
- -683,491
- Total reported value
- $8,404,951,401
- Put/Call ratio
- 101%
- Reported price per share
- $253.34
- Number of holders
- 508
- Value change
- -$155,770,785
- Number of buys
- 246
- Number of sells
- 220
Security identity
Holder snapshot
Report period
Q3 2024
Institutions
508
Top holders
10
EVR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2024
Previous quarter: Q2 2024
Evercore Inc. SEC filings
Evercore Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 29977A105
Recent filing periods:
Ownership snapshot
Top reported holders of EVR - Evercore Inc. - Class A Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
VANGUARD GROUP INC
13D/G signal
—
Evidence rows
15
Latest as of
30 Jun 2024
13F
Lead comparable stake: 9.6%
Showing 1-6 of 15 holder rows.
Rank 1 holder
VANGUARD GROUP INC
13F
- Ownership
- 9.6%
- Position
- $775.45M
Rank 2 holder
BlackRock Finance, Inc.
13F
- Ownership
- 9.1%
- Position
- $730.21M
Rank 3 holder
Boston Partners
13F
- Ownership
- 4.3%
- Position
- $350.41M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
9.6%
|
$775,451,934
3,720,443 shares
|
— | 30 Jun 2024 |
| BlackRock Finance, Inc. |
13F
Company
|
9.1%
|
$730,205,082
3,503,359 shares
|
— | 30 Jun 2024 |
| Boston Partners |
13F
Company
|
4.3%
|
$350,413,250
1,675,062 shares
|
— | 30 Jun 2024 |
| STATE STREET CORP |
13F
Company
|
2.8%
|
$226,882,516
1,088,531 shares
|
— | 30 Jun 2024 |
| Invesco Ltd. |
13F
Company
|
2.8%
|
$222,910,691
1,069,475 shares
|
— | 30 Jun 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
Company
|
2.7%
|
$216,929,775
1,040,780 shares
|
— | 30 Jun 2024 |
How to read this table
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.
13F holder rows
Institutional holders as of Q3 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
508
Shares
33,140,853
Rows available
508
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
468
Q3 2024 holders
508
Holder diff
40
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend