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 |
| AE Wealth Management LLC | 0.09% | Add +14.9% | 43,282 | $8.3M |
| AQR Capital Management | 0.01% | Reduce -14.0% | 43,052 | $8.3M |
| Alps Advisors Inc. | 0.06% | Add +17.8% | 41,805 | $8.1M |
| Ceredex Value Advisors LLC | 0.14% | Reduce -26.2% | 40,407 | $7.8M |
| Jackson Wealth Management, LLC | 0.94% | Add +6.6% | 39,057 | $7.5M |
| GW&K Investment Management, LLC | 0.06% | Reduce -0.5% | 37,670 | $7.3M |
| Royal Bank of Canada | 0.00% | Reduce -9.3% | 37,250 | $7.2M |
| Lazard Asset Management LLC | 0.01% | Reduce -64.4% | 36,956 | $7.1M |
| Wedge Capital Management L L P | 0.12% | Reduce -18.1% | 36,882 | $7.1M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -1.0% | 36,469 | $7.0M |
| California State Teachers Retirement System | 0.01% | Reduce -5.9% | 36,104 | $7.0M |
| State of Alaska, Department of Revenue | 0.08% | No change | 35,055 | $6.8M |
| Comerica Bank | 0.03% | Reduce -10.2% | 34,976 | $6.7M |
| Executive Wealth Management, LLC | 0.55% | Reduce -43.1% | 33,113 | $6.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +5.4% | 30,971 | $6.0M |
| Morse Asset Management, Inc | 1.51% | Add +0.4% | 30,483 | $5.9M |
| Texas Permanent School Fund Corp. | 0.05% | Add +1.3% | 30,333 | $5.8M |
| Canada Pension Plan Investment Board | 0.01% | Add +55.7% | 30,200 | $5.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.36% | Add +2.5% | 30,155 | $5.8M |
| Alberta Investment Management Corp | 0.06% | Reduce -3.5% | 29,776 | $5.7M |
| First Trust Advisors LP | 0.01% | Reduce -85.0% | 29,636 | $5.7M |
| Dorsey Wright & Associates | 1.46% | New | 29,141 | $5.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +4.8% | 48,516 | $5.6M |
| Pinebridge Investments, L.P. | 0.04% | Reduce -33.3% | 27,728 | $5.3M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -9.4% | 27,100 | $5.2M |
| Verdence Capital Advisors LLC | 0.46% | Reduce -9.0% | 26,360 | $5.1M |
| Algert Global LLC | 0.20% | Add +139.3% | 26,098 | $5.0M |
| Van Eck Associates Corp. | 0.01% | Reduce -15.6% | 25,933 | $5.0M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -22.2% | 25,018 | $4.8M |
| Sarasin & Partners LLP | 0.05% | No change | 25,000 | $4.8M |
| Gotham Asset Management | 0.07% | Reduce -0.6% | 24,521 | $4.7M |
| Allianz Asset Management GmbH | 0.01% | Add +7.3% | 24,403 | $4.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.0% | 24,204 | $4.7M |
| Amalgamated Bank | 0.04% | Reduce -10.0% | 23,700 | $4.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -7.0% | 23,638 | $4.6M |
| Teacher Retirement System of Texas | 0.03% | Add +136.0% | 23,323 | $4.5M |
| Edgestream Partners, L.P. | 0.22% | Add +212.2% | 22,797 | $4.4M |
| Guggenheim Capital LLC | 0.03% | Add +18.7% | 22,244 | $4.3M |
| Martingale Asset Management L P | 0.08% | Reduce -2.5% | 21,660 | $4.2M |
| Informed Momentum Co LLC | 0.64% | Add +1.5% | 21,457 | $4.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 21,204 | $4.1M |
| Global IMC LLC | 0.94% | No change | 21,165 | $4.1M |
| Seizert Capital Partners, LLC | 0.19% | Reduce -33.6% | 21,077 | $4.1M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.9% | 20,651 | $4.0M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -37.9% | 20,622 | $4.0M |
| Jane Street Group, LLC | 0.01% | Add +90.8% | 19,967 | $3.8M |
| Cerity Partners LLC | 0.01% | Add +36.5% | 19,500 | $3.8M |
| Point72 Hong Kong Ltd | 0.19% | New | 19,379 | $3.7M |
| South Dakota Investment Council | 0.08% | No change | 19,308 | $3.7M |
| Voya Investment Management LLC | 0.00% | Reduce -4.0% | 19,205 | $3.7M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.6% | 19,052 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 18,768 | $3.6M |
| Renaissance Technologies | 0.01% | Reduce -29.9% | 18,300 | $3.5M |
| Legato Capital Management LLC | 0.42% | Reduce -10.7% | 17,962 | $3.5M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 17,646 | $3.4M |
| Monument Capital Management | 0.97% | Reduce -8.4% | 17,444 | $3.4M |
| Danske Bank A/S | 0.01% | — | 16,654 | $3.2M |
| Advisors Capital Management, LLC | 0.06% | Add +9.0% | 16,558 | $3.2M |
| Yousif Capital Management, LLC | 0.04% | Reduce -2.3% | 16,403 | $3.2M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.7% | 16,207 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -5.3% | 15,953 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -5.3% | 15,953 | $3.1M |
| HSBC Holdings PLC | 0.00% | Add +169.9% | 15,826 | $3.0M |
| Harbor Advisors LLC | 0.53% | No change | 15,000 | $2.9M |
| Mariner, LLC | 0.01% | Add +234.0% | 14,788 | $2.8M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -42.9% | 14,696 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -19.6% | 14,592 | $2.8M |
| Centric Wealth Management | 0.88% | Add +4.1% | 15,186 | $2.8M |
| Ausbil Investment Management Ltd | 1.37% | Add +33.1% | 14,490 | $2.7M |
| Hancock Whitney Corp. | 0.09% | Reduce -37.7% | 14,081 | $2.7M |
| Two Sigma Advisers, LP | 0.01% | Add +0.7% | 13,800 | $2.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -0.9% | 13,731 | $2.6M |
| Cornerstone Investment Partners, LLC | 0.13% | Add +0.2% | 13,415 | $2.6M |
| Catalyst Capital Advisors LLC | 0.06% | Reduce -1.7% | 13,050 | $2.5M |
| Valley National Advisers Inc. | 0.38% | Reduce -5.0% | 12,907 | $2.5M |
| Bank of Montreal | 0.00% | Add +64.5% | 12,761 | $2.5M |
| Essex Investment Management Co. LLC | 0.48% | Reduce -27.7% | 12,758 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +74.0% | 12,578 | $2.4M |
| Advisory Services Network, LLC | 0.05% | Add +4.5% | 12,407 | $2.4M |
| Quantinno Capital Management LP | 0.05% | Add +7.8% | 12,335 | $2.4M |
| SRH Advisors, LLC | 0.73% | No change | 11,900 | $2.3M |
| SG Americas Securities, LLC | 0.01% | Add +223.7% | 11,864 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 11,596 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +58.4% | 11,359 | $2.2M |
| Citadel Advisors | 0.00% | New | 11,339 | $2.2M |
| Aquatic Capital Management LLC | 0.07% | New | 11,200 | $2.2M |
| EFG Asset Management (North America) Corp. | 0.37% | Reduce -6.6% | 11,055 | $2.1M |
| Bridge City Capital, LLC | 0.77% | Add +0.8% | 11,032 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Add +7.2% | 10,644 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Add +3.1% | 10,000 | $1.9M |
| Arizona State Retirement System | 0.01% | Reduce -2.3% | 9,836 | $1.9M |
| Campbell Newman Asset Management Inc. | 0.15% | Add +2.4% | 9,803 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +80.0% | 9,673 | $1.9M |
| Caitlin John, LLC | 1.38% | Add +2.2% | 9,456 | $1.8M |
| Dynamic Technology Lab Private Ltd | 0.19% | New | 9,404 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -69.1% | 9,301 | $1.8M |
| Eagle Rock Investment Company, LLC | 0.33% | No change | 9,269 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +0.3% | 8,798 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -12.3% | 8,598 | $1.7M |
| Inceptionr LLC | 0.43% | Add +187.3% | 8,596 | $1.7M |
| State of Michigan Retirement System | 0.01% | Add +2.4% | 8,505 | $1.6M |
| Riverwater Partners LLC | 1.20% | Add +1.0% | 8,478 | $1.6M |
| Shilanski & Associates, Inc. | 0.56% | New | 8,440 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +262.3% | 8,424 | $1.6M |
| LPL Financial LLC | 0.00% | Add +105.8% | 8,395 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -11.6% | 8,298 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -18.4% | 8,224 | $1.6M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -11.1% | 8,210 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | New | 8,055 | $1.6M |
| QSV Equity Investors LLC | 1.49% | Reduce -18.1% | 8,045 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.3% | 7,730 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 7,667 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | No change | 7,653 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -8.9% | 7,554 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Add +21.1% | 7,542 | $1.5M |
| Washington Trust Advisors, Inc. | 0.13% | Reduce -10.9% | 7,345 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | No change | 7,300 | $1.4M |
| Wambolt & Associates, LLC | 0.42% | Add +21.5% | 7,426 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -5.8% | 7,252 | $1.4M |
| Fifth Third Bancorp | 0.01% | Reduce -0.1% | 7,115 | $1.4M |
| Tremblant Capital Group | 0.15% | Add +93.5% | 6,968 | $1.3M |
| Handelsbanken Fonder AB | 0.01% | Add +32.5% | 6,937 | $1.3M |
| Hohimer Wealth Management, LLC | 0.31% | Add +0.4% | 6,875 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +17.9% | 6,831 | $1.3M |
| James Investment Research, Inc. | 0.16% | Add +0.0% | 6,777 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -13.7% | 6,652 | $1.3M |
| Foster & Motley Inc. | 0.09% | Add +0.1% | 6,556 | $1.3M |
| BNP Paribas | 0.06% | — | 6,475 | $1.2M |
| Atria Investments, Inc | 0.02% | New | 6,405 | $1.2M |
| DGS Capital Management, LLC | 0.34% | Add +1.4% | 6,235 | $1.2M |
| Radnor Capital Management, LLC | 0.20% | No change | 6,040 | $1.2M |
| Cadence Bank | 0.08% | Add +0.7% | 6,029 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.7% | 6,013 | $1.2M |
| PDT Partners, LLC | 0.11% | Add +7.8% | 6,013 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.6% | 5,962 | $1.1M |
| First Hawaiian Bank | 0.04% | Reduce -2.5% | 5,855 | $1.1M |
| Centiva Capital, LP | 0.07% | Add +59.1% | 5,844 | $1.1M |
| Swedbank AB | 0.00% | No change | 5,800 | $1.1M |
| Deltec Asset Management LLC | 0.22% | No change | 5,760 | $1.1M |
| Seven Eight Capital, LP | 0.11% | Add +264.6% | 5,472 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 5,422 | $1.1M |
| Vestcor Inc | 0.03% | Reduce -1.1% | 5,273 | $1.0M |
| Quantbot Technologies LP | 0.06% | New | 5,246 | $1.0M |
| Legacy Wealth Asset Management, LLC | 0.28% | Reduce -0.3% | 5,161 | $994K |
| Mirabella Financial Services LLP | 0.07% | New | 5,147 | $991K |
| Summit Place Financial Advisors, LLC | 0.57% | Add +8.1% | 5,066 | $976K |
| Nebula Research & Development LLC | 0.21% | New | 5,064 | $975K |
| MML Investors Services, LLC | 0.00% | Add +13.5% | 4,930 | $949K |
| Pictet Asset Management Holding SA | 0.00% | Add +16.4% | 4,830 | $930K |
| Angeles Wealth Management, LLC | 0.09% | Add +0.1% | 4,800 | $924K |
| Citigroup Inc. | 0.00% | Add +23.2% | 4,635 | $893K |
| Keybank National Association | 0.00% | Add +4.8% | 4,587 | $883K |
| Buckhead Capital Management LLC | 0.30% | Add +0.2% | 4,547 | $876K |
| Cresset Asset Management, LLC | 0.00% | Add +15.2% | 4,520 | $871K |
| Central Asset Investments & Management Holdings (HK) Ltd | 1.05% | New | 4,508 | $868K |
| Sit Investment Associates Inc. | 0.02% | No change | 4,450 | $857K |
| Mackenzie Financial Corp. | 0.00% | Reduce -26.0% | 4,379 | $843K |
| Townsquare Capital LLC | 0.01% | Reduce -16.3% | 4,316 | $831K |
| Xponance LLC | 0.01% | Add +0.5% | 4,308 | $830K |
| TD Private Client Wealth LLC | 0.03% | Add +9.5% | 4,231 | $815K |
| Magnetar Financial LLC | 0.02% | New | 4,218 | $812K |
| Ransom Advisory, Ltd | 0.43% | — | 4,200 | $809K |
| Hudson Edge Investment Partners Inc. | 0.16% | No change | 4,186 | $806K |
| Inspire Investing, LLC | 0.08% | Add +85.8% | 4,164 | $802K |
| Quadrature Capital Ltd | 0.01% | New | 4,089 | $787K |
| Freedom Day Solutions, LLC | 0.28% | Reduce -2.0% | 4,088 | $787K |
| Aviance Capital Partners, LLC | 0.12% | New | 4,075 | $785K |
| Creative Planning | 0.00% | Add +17.4% | 3,932 | $757K |
| Commerce Bank | 0.01% | Reduce -8.9% | 3,908 | $753K |
| Captrust Financial Advisors | 0.00% | Reduce -22.8% | 3,902 | $752K |
| Asset Management One Co., Ltd. | 0.00% | New | 3,901 | $751K |
| XTX Topco Ltd | 0.10% | Add +22.3% | 3,888 | $749K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,882 | $748K |
| Isthmus Partners, LLC | 0.08% | New | 3,860 | $743K |
| Pekin Hardy Strauss, Inc. | 0.10% | Reduce -67.8% | 3,810 | $734K |
| Zions Bancorporation, N.A. | 0.05% | Reduce -34.0% | 3,732 | $719K |
| Virtu Financial LLC | 0.05% | Add +145.2% | 3,703 | $713K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -61.6% | 3,685 | $710K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.4% | 3,677 | $708K |
| Miller Howard Investments Inc. | 0.02% | Add +0.6% | 3,657 | $704K |
| Central Pacific Bank - Trust Division | 0.09% | — | 3,690 | $698K |
| Wright Investors Service Inc. | 0.18% | Reduce -2.7% | 3,611 | $695K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +14.4% | 3,573 | $688K |
| Kendall Capital Management | 0.22% | Reduce -13.5% | 3,390 | $653K |
| Bokf, NA | 0.01% | Reduce -1.4% | 3,370 | $638K |
| Great Diamond Partners, LLC | 0.14% | New | 3,254 | $627K |
| Brevan Howard Capital Management LP | 0.06% | Add +117.2% | 3,204 | $617K |
| Engineers Gate Manager LP | 0.02% | New | 3,151 | $607K |
| Two Sigma Investments, LP | 0.00% | Reduce -74.1% | 3,130 | $603K |
| O'ROURKE & COMPANY, Inc | 0.35% | Add +3.0% | 3,095 | $596K |
| Pitcairn Co. | 0.04% | Reduce -7.3% | 3,041 | $586K |
| Capula Management Ltd | 0.02% | New | 2,989 | $576K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.4% | 2,852 | $549K |
| MAI Capital Management | 0.01% | Reduce -0.8% | 2,837 | $546K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 2,800 | $539K |
| Vident Advisory, LLC | 0.01% | Reduce -0.5% | 2,786 | $537K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.2% | 2,785 | $536K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.5% | 2,781 | $536K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.6% | 2,779 | $535K |
| Janney Montgomery Scott LLC | 0.00% | Add +106.0% | 2,740 | $528K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,716 | $508K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.3% | 2,550 | $491K |
| Intrust Bank NA | 0.05% | Add +1.4% | 2,509 | $483K |
| Diversify Advisory Services, LLC | 0.03% | — | 2,476 | $469K |
| Park Avenue Securities LLC | 0.01% | Reduce -22.9% | 2,407 | $464K |
| Bridgefront Capital, LLC | 0.35% | New | 2,401 | $462K |
| Yorktown Management & Research Co Inc | 0.44% | No change | 2,375 | $457K |
| Argonautica Private Wealth Management, Inc. | 0.16% | No change | 2,372 | $457K |
| Chiron Investment Management, LLC | 0.20% | New | 2,370 | $456K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +32.5% | 2,357 | $454K |
| Shell Asset Management Co. | 0.02% | Reduce -32.6% | 2,156 | $449K |
| Baird Financial Group, Inc. | 0.00% | Add +0.6% | 2,300 | $443K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -57.8% | 2,245 | $432K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -3.7% | 2,176 | $419K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.4% | 2,149 | $414K |
| VestGen Investment Management | 0.13% | New | 2,138 | $412K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,400 | $411K |
| Cannell & Spears LLC | 0.01% | No change | 2,114 | $407K |
| M&T Bank Corp | 0.00% | Reduce -9.8% | 2,022 | $389K |
| Utah Retirement Systems | 0.00% | No change | 1,900 | $366K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 1,861 | $358K |
| Sherbrooke Park Advisers LLC | 0.07% | Add +31.8% | 1,848 | $356K |
| Cetera Trust Company, N.A | 0.21% | Reduce -5.2% | 1,814 | $349K |
| Scientech Research LLC | 0.18% | New | 1,811 | $349K |
| Lane & Associates LLC | 0.22% | Reduce -10.4% | 1,804 | $347K |
| USA Financial Formulas | 0.06% | New | 1,799 | $346K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -88.3% | 1,795 | $346K |
| Greenleaf Trust | 0.00% | Reduce -2.1% | 1,795 | $346K |
| NewEdge Wealth, LLC | 0.01% | Reduce -10.5% | 1,852 | $346K |
| Petrus Trust Company, LTA | 0.03% | New | 1,789 | $345K |
| Prelude Capital Management, LLC | 0.02% | New | 1,789 | $345K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,767 | $340K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -11.9% | 1,742 | $336K |
| CPC Advisors, LLC | 0.06% | New | 1,713 | $330K |
| Handelsinvest Investeringsforvaltning | 0.16% | Reduce -34.2% | 1,682 | $324K |
| Hamilton Capital Partners Inc. | 0.04% | Reduce -33.6% | 1,676 | $323K |
| Entropy Technologies, LP | 0.03% | New | 1,662 | $320K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -59.2% | 1,648 | $317K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 1,624 | $313K |
| Fox Run Management, L.L.C. | 0.07% | New | 1,611 | $310K |
| Oppenheimer & Co. Inc. | 0.01% | New | 1,598 | $308K |
| First Bank & Trust | 0.06% | Add +4.1% | 1,591 | $306K |
| Valeo Financial Advisors, LLC | 0.01% | New | 1,620 | $302K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.9% | 1,563 | $301K |
| Shelton Capital Management | 0.01% | No change | 1,526 | $294K |
| Parallel Advisors, LLC | 0.01% | Add +11.0% | 1,500 | $289K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 1,500 | $289K |
| InterOcean Capital Group, LLC | 0.01% | Add +0.9% | 1,470 | $283K |
| Jump Financial, LLC | 0.01% | New | 1,453 | $280K |
| Verition Fund Management LLC | 0.00% | New | 1,447 | $279K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +234.9% | 1,440 | $277K |
| Janiczek Wealth Management, LLC | 0.06% | No change | 1,433 | $276K |
| Bond & Devick Financial Network, Inc. | 0.15% | No change | 1,400 | $270K |
| Cornercap Investment Counsel Inc. | 0.04% | Reduce -0.9% | 1,396 | $269K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1497.7% | 1,390 | $268K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.9% | 1,378 | $265K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,349 | $260K |
| Profund Advisors LLC | 0.01% | New | 1,256 | $242K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +2.7% | 1,220 | $235K |
| Metis Global Partners, LLC | 0.01% | No change | 1,218 | $235K |
| Diametric Capital, LP | 0.13% | New | 1,168 | $225K |
| Dakota Wealth Management | 0.01% | Reduce -41.8% | 1,159 | $223K |
| Independent Financial Group, LLC | 0.01% | New | 1,132 | $218K |
| Oak Thistle LLC | 0.19% | New | 1,109 | $214K |
| Planned Solutions, Inc. | 0.10% | No change | 1,065 | $205K |
| Fielder Capital Group LLC | 0.09% | New | 1,062 | $205K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,052 | $203K |
| Linden Thomas Advisory Services, LLC | 0.03% | Reduce -20.8% | 1,054 | $203K |
| Investment House LLC | 0.01% | New | 1,050 | $202K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,048 | $202K |
| National Bank of Canada | 0.00% | Reduce -1.9% | 1,020 | $200K |
| Blue Trust, Inc. | 0.00% | Reduce -22.4% | 1,012 | $195K |
| Principal Securities, Inc. | 0.01% | Reduce -41.2% | 941 | $181K |
| Parkside Financial Bank & Trust | 0.03% | Add +18.5% | 937 | $180K |
| Manchester Capital Management LLC | 0.02% | Add +1753.1% | 908 | $175K |
| CI Investments Inc. | 0.00% | Add +16.2% | 882 | $170K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -6.5% | 878 | $159K |
| KBC Group NV | 0.00% | Add +23.8% | 791 | $152K |
| Arlington Trust Co LLC | 0.03% | No change | 699 | $135K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +29.3% | 675 | $130K |
| Quadrant Capital Group LLC | 0.01% | Add +2.5% | 611 | $118K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -3.5% | 604 | $116K |
| Picton Mahoney Asset Management | 0.00% | New | 535 | $103K |
| Global Retirement Partners, LLC | 0.00% | Reduce -13.5% | 525 | $101K |
| SYSTM Wealth Solutions LLC | 0.01% | Add +13.2% | 496 | $96K |
| Toronto Dominion Bank | 0.00% | New | 440 | $85K |
| NewEdge Advisors, LLC | 0.00% | Add +158.7% | 370 | $71K |
| CIBC Private Wealth Group LLC | 0.00% | New | 359 | $68K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -65.3% | 346 | $67K |
| First Horizon Advisors, Inc. | 0.00% | No change | 323 | $62K |
| Quarry LP | 0.03% | Add +260.2% | 317 | $61K |
| Core Alternative Capital | 0.01% | No change | 315 | $61K |
| Walleye Trading LLC | 0.00% | Reduce -93.5% | 311 | $60K |
| GeoWealth Management, LLC | 0.00% | New | 305 | $59K |
| Huntington National Bank | 0.00% | Add +19.1% | 268 | $52K |
| Signaturefd, LLC | 0.00% | Add +46.9% | 260 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -80.2% | 260 | $50K |
| Cwm, LLC | 0.00% | Add +29.5% | 224 | $43K |
| Allworth Financial LP | 0.00% | Reduce -3.0% | 223 | $43K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $42K |
| GAMMA Investing LLC | 0.01% | Add +39.6% | 215 | $41K |
| Catalyst Funds Management Pty Ltd | 0.01% | — | 200 | $39K |
| Lindbrook Capital, LLC | 0.00% | No change | 189 | $36K |
| Avior Wealth Management, LLC | 0.00% | New | 182 | $35K |
| Piscataqua Savings Bank | 0.03% | No change | 180 | $35K |
| West Oak Capital, LLC | 0.01% | No change | 175 | $34K |
| M&R Capital Management Inc. | 0.01% | No change | 170 | $33K |
| WealthCollab, LLC | 0.02% | No change | 164 | $32K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 159 | $31K |
| Key Financial Inc | 0.01% | No change | 152 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 143 | $27K |
| HM Payson & Co. | 0.00% | No change | 131 | $25K |
| UMB Bank, n.a. | 0.00% | Add +8.5% | 128 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.8% | 125 | $24K |
| LRI Investments, LLC | 0.01% | — | 118 | $23K |
| Quent Capital, LLC | 0.00% | Reduce -0.8% | 117 | $23K |
| Rise Advisors, LLC | 0.01% | New | 115 | $22K |
| Bell Investment Advisors, Inc | 0.00% | No change | 110 | $21K |
| Lanark Financial, Inc. | 0.00% | Reduce -17.6% | 108 | $21K |
| Planning Capital Management Corp | 0.02% | No change | 107 | $21K |
| Smithfield Trust Co | 0.00% | No change | 97 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +345.4% | 98 | $19K |
| Assetmark, Inc. | 0.00% | Reduce -77.9% | 98 | $19K |
| MCF Advisors LLC | 0.00% | No change | 95 | $18K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -60.1% | 89 | $17K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 82 | $16K |
| LGT Financial Advisors LLC | 0.02% | No change | 79 | $15K |
| Covestor Ltd | 0.01% | Reduce -2.6% | 76 | $15K |
| Fernwood Investment Management, LLC | 0.00% | New | 77 | $15K |
| Salem Investment Counselors Inc. | 0.00% | No change | 75 | $14K |
| Richardson Financial Services Inc. | 0.01% | Reduce -38.2% | 63 | $12K |
| Venturi Wealth Management, LLC | 0.00% | Add +29.2% | 62 | $12K |
| Wetzel Investment Advisors, Inc. | 0.01% | Add +12.5% | 63 | $12K |
| Eagle Bay Advisors LLC | 0.01% | New | 60 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $11K |
| Scarborough Advisors, LLC | 0.00% | No change | 55 | $11K |
| Naples Money Management LLC | 0.01% | No change | 54 | $10K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 49 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 44 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 40 | $8K |
| Harbour Investments, Inc. | 0.00% | Add +15.2% | 38 | $7K |
| Meeder Asset Management Inc. | 0.00% | New | 37 | $7K |
| Mather Group, Llc. | 0.00% | New | 40 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 32 | $6K |
| Bfsg, LLC | 0.00% | No change | 32 | $6K |
| Atlas Capital Advisors Inc. | 0.00% | New | 31 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 28 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 27 | $5K |
| Clearstead Advisors, LLC | 0.00% | No change | 26 | $5K |
| Bessemer Group Inc. | 0.00% | No change | 28 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | New | 25 | $5K |
| Gen-Wealth Partners Inc | 0.00% | — | 24 | $5K |
| Smartleaf Asset Management LLC | 0.00% | New | 23 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $4K |
| Abich Financial Wealth Management LLC | 0.00% | Add +28.6% | 18 | $3K |
| Front Row Advisors LLC | 0.00% | New | 17 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -83.3% | 16 | $3K |
| Macroview Investment Management LLC | 0.00% | No change | 16 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 14 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -7.7% | 12 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 10 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +250.0% | 7 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $963 |
| Colonial Trust Advisors | 0.00% | New | 4 | $770 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $578 |
| TFO Wealth Partners, LLC | 0.00% | No change | 2 | $385 |
| WR Wealth Planners, LLC | 0.00% | New | 2 | $385 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $193 |
| Tucker Asset Management LLC | 0.00% | No change | 1 | $193 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.