Security key
29977A105
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 38,627,480
- Total 13F shares
- 35,774,501
- Share change
- +1,828,850
- Total reported value
- $9,662,562,255
- Put/Call ratio
- 38%
- Price per share
- $270.02
- Number of holders
- 561
- Value change
- +$646,367,051
- Number of buys
- 306
- Number of sells
- 286
Report period
Q2 2025
Institutions
561
Top holders
10
EVR full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
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 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 |
|---|---|---|---|---|---|---|---|---|
| Edward S. Hyman |
3/4/5
13D/G
|
Vice Chair EVR & Chairman EISI |
4.3%
from 13D/G
|
3,549,554
|
$789,753,353 | — | 06 Feb 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
3,862,690
|
$771,456,447 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
9.2%
|
3,570,135
|
$713,027,314 | — | 31 Mar 2025 | |
| Boston Partners |
13F
|
Company |
4%
|
1,539,027
|
$307,039,599 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.9%
|
1,138,136
|
$227,308,522 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
2.2%
|
866,877
|
$173,132,642 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
2%
|
782,186
|
$156,218,188 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
771,977
|
$154,218,078 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.8%
|
709,353
|
$141,672,284 | — | 31 Mar 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1.8%
|
691,000
|
$138,006,520 | — | 31 Mar 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.8%
|
685,544
|
$136,916,939 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.7%
|
648,231
|
$129,464,743 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.6%
|
609,888
|
$121,806,831 | — | 31 Mar 2025 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
1.5%
|
583,371
|
$116,510,856 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.5%
|
560,964
|
$112,026,865 | — | 31 Mar 2025 | |
| EMINENCE CAPITAL, LP |
13F
|
Company |
1.4%
|
534,375
|
$106,725,375 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.3%
|
513,161
|
$102,490,000 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
1.3%
|
505,134
|
$100,885,362 | — | 31 Mar 2025 | |
| NORGES BANK |
13F
|
Company |
1.3%
|
499,345
|
$99,729,183 | — | 31 Mar 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
486,365
|
$94,435,148 | — | 31 Mar 2025 | |
| BAHL & GAYNOR INC |
13F
|
Company |
1.2%
|
447,536
|
$89,381,951 | — | 31 Mar 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
1%
|
389,366
|
$77,764,178 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.98%
|
379,336
|
$75,761,107 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.92%
|
355,722
|
$71,044,798 | — | 31 Mar 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.92%
|
355,219
|
$70,944,338 | — | 31 Mar 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.9%
|
349,500
|
$69,802,140 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.81%
|
311,032
|
$62,119,283 | — | 31 Mar 2025 | |
| Paralel Advisors LLC |
13F
|
Company |
0.78%
|
300,000
|
$59,916,000 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.76%
|
295,378
|
$58,992,807 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.76%
|
295,093
|
$58,935,973 | — | 31 Mar 2025 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
0.74%
|
285,257
|
$56,971,528 | — | 31 Mar 2025 | |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
|
Company |
0.65%
|
252,130
|
$50,355,404 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.59%
|
228,331
|
$45,602,267 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.55%
|
212,400
|
$42,420,528 | — | 31 Mar 2025 | |
| BNP Paribas Asset Management Holding S.A. |
13F
|
Company |
0.51%
|
196,579
|
$39,258,000 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
0.51%
|
195,153
|
$38,975,925 | — | 31 Mar 2025 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.5%
|
193,753
|
$38,696,000 | — | 31 Mar 2025 | |
| Global Alpha Capital Management Ltd. |
13F
|
Company |
0.5%
|
191,385
|
$38,223,412 | — | 31 Mar 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.48%
|
186,735
|
$37,294,714 | — | 31 Mar 2025 | |
| Ralph Schlosstein |
3/4/5
|
Co-CEO/Co-Chairman, Director |
—
mixed-class rows
|
241,176
mixed-class rows
|
$36,535,231 | — | 15 Feb 2022 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.44%
|
170,849
|
$34,121,962 | — | 31 Mar 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.44%
|
169,577
|
$33,867,918 | — | 31 Mar 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.44%
|
168,644
|
$33,681,647 | — | 31 Mar 2025 | |
| Boston Trust Walden Corp |
13F
|
Company |
0.42%
|
164,029
|
$32,759,872 | — | 31 Mar 2025 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.4%
|
155,470
|
$31,050,468 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.39%
|
151,801
|
$30,317,766 | — | 31 Mar 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.39%
|
151,259
|
$30,209,470 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.37%
|
144,549
|
$28,869,326 | — | 31 Mar 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.36%
|
139,060
|
$27,773,063 | — | 31 Mar 2025 | |
| Epoch Investment Partners, Inc. |
13F
|
Company |
0.35%
|
137,059
|
$27,373,424 | — | 31 Mar 2025 |
Institutional Holders of Evercore Inc. - Class A Common Stock (EVR) as of Q2 2025
As of 30 Jun 2025,
Evercore Inc. - Class A Common Stock (EVR) was held by
561 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
35,774,501 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., Boston Partners, Invesco Ltd., MILLENNIUM MANAGEMENT LLC, STATE STREET CORP, TD Asset Management Inc, AQR CAPITAL MANAGEMENT LLC, FMR LLC, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
561
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
544
Q2 2025 holders
561
Holder diff
17
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 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.