Evercore Inc. Class AEVR
13F holders, Q1 2024 (March 31)473holders
9famous investors
$192.26avg. 13F price*
At the end of Q1 2024, 473 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings. The largest holders were Vanguard Group Inc. ($702.1M), BlackRock Inc. ($667.3M) and Boston Partners ($328.6M). 9 famous investors held it, including Lee Ainslie (0.3% of Maverick Capital's portfolio), John W. Rogers Jr. (0.2% of Ariel Investments's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Evercore Inc. Class A
- CUSIP
- 29977A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $169.1M |
| Exits | 36 | $108.5M |
Ownership 473 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 3,645,759 | $702.1M |
| BlackRock Inc. | 0.02% | Add +8.6% | 3,464,704 | $667.3M |
| Boston Partners | 0.39% | Add +3.1% | 1,709,516 | $328.6M |
| State Street Corp. | 0.01% | Add +3.4% | 1,092,179 | $210.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -18.1% | 1,057,611 | $203.7M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -0.7% | 1,051,361 | $202.5M |
| Invesco Ltd. | 0.04% | Add +17.7% | 924,774 | $178.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -3.0% | 832,632 | $160.4M |
| TD Asset Management Inc | 0.14% | Add +705.6% | 807,098 | $155.4M |
| Fuller & Thaler Asset Management, Inc. | 0.63% | Add +3.8% | 745,816 | $143.6M |
| Millennium Management | 0.13% | Reduce -43.9% | 745,212 | $143.5M |
| Geode Capital Management, LLC | 0.01% | Add +5.9% | 635,568 | $122.4M |
| Primecap Management Co. | 0.09% | Reduce -9.2% | 596,450 | $114.9M |
| Morgan Stanley | 0.01% | Reduce -10.2% | 592,294 | $114.1M |
| Wellington Management Group LLP | 0.02% | Add +177.9% | 462,000 | $89.0M |
| Channing Capital Management, LLC | 2.24% | Add +4.0% | 434,429 | $83.7M |
| Bahl & Gaynor LLC | 0.46% | Reduce -3.7% | 424,864 | $81.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -11.7% | 423,397 | $81.5M |
| Norges Bank | 0.01% | Add +4.2% | 409,669 | $78.9M |
| Lord, Abbett & Co. LLC | 0.23% | Add +5671.2% | 372,416 | $71.7M |
| Jacobs Levy Equity Management, Inc. | 0.31% | Add +4.4% | 358,295 | $69.0M |
| Fisher Asset Management | 0.03% | Add +0.7% | 307,749 | $59.3M |
| American Century Companies Inc. | 0.04% | Reduce -44.5% | 300,928 | $58.0M |
| Paralel Advisors LLC | 2.65% | No change | 300,000 | $57.8M |
| Boston Trust Walden Corp | 0.41% | Reduce -0.7% | 299,998 | $57.8M |
| Vaughan Nelson Investment Management, L.P. | 0.49% | New | 292,070 | $56.3M |
| Schroder Investment Management Group | 0.07% | Reduce -7.7% | 291,999 | $56.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1604.5% | 290,691 | $56.0M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -0.1% | 272,963 | $52.6M |
| Scout Investments, Inc. | 1.28% | Reduce -11.9% | 274,645 | $52.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.6% | 263,901 | $50.8M |
| Epoch Investment Partners, Inc. | 0.22% | Reduce -28.5% | 253,428 | $48.8M |
| Northern Trust Corp. | 0.01% | Reduce -11.4% | 242,806 | $46.8M |
| Franklin Resources Inc. | 0.01% | Reduce -5.4% | 229,000 | $44.1M |
| Bank of America Corp. | 0.00% | Add +30.1% | 220,201 | $42.4M |
| Driehaus Capital Management LLC | 0.39% | Reduce -18.1% | 204,312 | $39.3M |
| Macquarie Group Ltd. | 0.04% | Reduce -4.7% | 189,097 | $36.4M |
| ProShare Advisors LLC | 0.09% | Reduce -24.3% | 170,703 | $32.9M |
| Azora Capital LP | 2.38% | New | 170,278 | $32.8M |
| Neuberger Berman Group LLC | 0.03% | Add +85.8% | 160,961 | $31.0M |
| Clark Capital Management Group, Inc. | 0.23% | Reduce -34.6% | 158,445 | $30.5M |
| Frontier Capital Management Co. LLC | 0.27% | Reduce -25.3% | 149,388 | $28.8M |
| Hotchkis & Wiley Capital Management LLC | 0.09% | Reduce -61.4% | 143,525 | $27.6M |
| New York State Common Retirement Fund | 0.04% | Reduce -1.5% | 139,872 | $26.9M |
| Glenmede Trust Co. NA | 0.13% | Add +3.9% | 139,167 | $26.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.7% | 135,492 | $26.1M |
| Principal Financial Group Inc. | 0.01% | Add +2.5% | 130,540 | $25.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.5% | 128,322 | $24.7M |
| Ariel Investments | 0.24% | Reduce -22.4% | 126,243 | $24.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.6% | 125,435 | $24.2M |
| Great Lakes Advisors, LLC | 0.20% | Add +0.7% | 121,912 | $23.5M |
| Global Alpha Capital Management Ltd. | 1.74% | Add +82.8% | 121,200 | $23.3M |
| Royce & Associates LP | 0.21% | Add +15.4% | 121,186 | $23.3M |
| Retirement Systems of Alabama | 0.09% | Add +0.1% | 120,803 | $23.3M |
| Nitorum Capital, L.P. | 2.36% | Reduce -22.5% | 120,444 | $23.2M |
| Braun Stacey Associates Inc. | 0.91% | New | 119,578 | $23.0M |
| Cookson Peirce & Co. Inc. | 1.22% | Add +0.5% | 118,505 | $22.8M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -1.3% | 114,712 | $22.1M |
| STRS Ohio | 0.09% | Reduce -35.4% | 112,213 | $21.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.8% | 104,397 | $20.1M |
| Rhumbline Advisers | 0.02% | Reduce -3.9% | 99,218 | $19.1M |
| Cramer Rosenthal McGlynn LLC | 1.03% | Add +23.9% | 98,413 | $19.0M |
| WCM Investment Management, LLC | 0.04% | Reduce -28.3% | 96,454 | $18.6M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -4.2% | 95,126 | $18.3M |
| State of Wisconsin Investment Board | 0.05% | Reduce -14.0% | 92,288 | $17.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -9.1% | 91,762 | $17.7M |
| Nicholas Investment Partners, LP | 1.91% | Add +1.7% | 87,981 | $16.9M |
| Victory Capital Management Inc. | 0.02% | Reduce -2.2% | 86,508 | $16.7M |
| Man Group plc | 0.04% | Reduce -6.3% | 81,597 | $15.7M |
| Maverick Capital | 0.30% | New | 79,903 | $15.4M |
| CCM Investment Advisers LLC | 1.83% | Reduce -9.2% | 79,526 | $15.3M |
| FMR LLC | 0.00% | Add +1.5% | 77,766 | $15.0M |
| Basswood Capital Management, L.L.C. | 0.86% | Reduce -10.9% | 76,420 | $14.7M |
| Legal & General Group Plc | 0.00% | Reduce -1.9% | 75,076 | $14.5M |
| California Public Employees Retirement System | 0.01% | Reduce -5.8% | 74,475 | $14.3M |
| Qube Research & Technologies Ltd | 0.03% | Add +6826.8% | 73,978 | $14.2M |
| Grandeur Peak Global Advisors, LLC | 1.13% | Reduce -13.5% | 73,742 | $14.2M |
| Bridgewater Associates | 0.07% | Reduce -8.6% | 73,509 | $14.2M |
| Fort Washington Investment Advisors Inc. | 0.09% | Reduce -8.6% | 71,608 | $13.8M |
| Raymond James & Associates | 0.01% | Add +1.3% | 71,498 | $13.8M |
| Swiss National Bank | 0.01% | Reduce -0.6% | 70,600 | $13.6M |
| Natixis Advisors, LLC | 0.03% | Add +459.7% | 67,379 | $13.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 66,962 | $12.9M |
| Prudential Financial Inc. | 0.02% | Add +983.3% | 65,255 | $12.6M |
| First Eagle Investment Management, LLC | 0.03% | Add +1.3% | 64,081 | $12.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.0% | 63,661 | $12.3M |
| Walleye Capital LLC | 0.14% | Reduce -48.0% | 61,679 | $11.9M |
| Peregrine Capital Management LLC | 0.34% | Reduce -10.0% | 61,262 | $11.8M |
| Pier Capital, LLC | 1.62% | Reduce -18.8% | 61,245 | $11.8M |
| Moody Aldrich Partners LLC | 2.00% | Reduce -9.1% | 61,130 | $11.8M |
| Credit Suisse AG/ | 0.01% | Add +1.3% | 56,213 | $10.8M |
| Ziegler Capital Management, LLC | 0.41% | Add +142.1% | 84,178 | $10.7M |
| Sei Investments Co. | 0.02% | Add +2.9% | 55,378 | $10.7M |
| Barclays PLC | 0.00% | Add +39.1% | 54,164 | $10.4M |
| Squarepoint Ops LLC | 0.04% | Add +131.5% | 54,151 | $10.4M |
| New York State Teachers Retirement System | 0.02% | No change | 50,883 | $9.8M |
| Segall Bryant & Hamill, LLC | 0.17% | Add +26.7% | 47,115 | $9.1M |
| Castleark Management LLC | 0.38% | Reduce -11.8% | 46,930 | $9.0M |
| American International Group, Inc. | 0.03% | Reduce -2.0% | 45,883 | $8.8M |
| UBS Group AG | 0.00% | Reduce -17.8% | 43,358 | $8.4M |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.