Evercore Inc. Class AEVR
13F holders, Q2 2024 (June 30)471holders −2
58new positions
60sold out
10famous investors
$208.44avg. 13F price*
At the end of Q2 2024, 471 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, down 2 from Q1 2024. 58 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($775.5M), BlackRock Inc. ($730.2M) and Boston Partners ($350.4M). 10 famous investors held it, including John W. Rogers Jr. (0.3% of Ariel Investments's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $76.6M |
| Exits | 60 | $140.3M |
All 13F filers, Q1 2024 → Q2 2024: 2,690,650 shares bought and 2,490,330 shares sold, net +200,320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 471 holders
| Vanguard Group Inc. | 0.01% | Add +2.0% | 3,720,443 | $775.5M |
| BlackRock Inc. | 0.02% | Add +1.1% | 3,503,359 | $730.2M |
| Boston Partners | 0.44% | Reduce -2.0% | 1,675,062 | $350.4M |
| State Street Corp. | 0.01% | Reduce -0.3% | 1,088,531 | $226.9M |
| Invesco Ltd. | 0.05% | Add +15.7% | 1,069,475 | $222.9M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -1.0% | 1,040,780 | $216.9M |
| TD Asset Management Inc | 0.20% | Add +27.7% | 1,030,481 | $214.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -10.3% | 948,892 | $197.8M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -4.2% | 797,951 | $166.3M |
| Wellington Management Group LLP | 0.03% | Add +70.6% | 788,205 | $164.3M |
| Fuller & Thaler Asset Management, Inc. | 0.67% | Reduce -0.1% | 745,235 | $155.3M |
| Geode Capital Management, LLC | 0.01% | Add +7.6% | 683,865 | $142.6M |
| Millennium Management | 0.12% | Reduce -10.7% | 665,572 | $138.7M |
| Lord, Abbett & Co. LLC | 0.44% | Add +71.5% | 638,642 | $133.1M |
| Primecap Management Co. | 0.09% | Add +1.4% | 604,550 | $126.0M |
| Morgan Stanley | 0.01% | Reduce -6.9% | 551,541 | $115.0M |
| Bahl & Gaynor LLC | 0.50% | Add +0.3% | 426,252 | $88.8M |
| Channing Capital Management, LLC | 2.44% | Reduce -2.0% | 425,840 | $88.8M |
| Norges Bank | 0.01% | Add +3.5% | 424,163 | $88.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.7% | 411,998 | $85.9M |
| Citadel Advisors | 0.08% | Add +3252.5% | 380,145 | $79.2M |
| Vaughan Nelson Investment Management, L.P. | 0.67% | Add +18.6% | 346,470 | $72.2M |
| Fisher Asset Management | 0.03% | Reduce -1.9% | 301,853 | $62.9M |
| Paralel Advisors LLC | 2.99% | No change | 300,000 | $62.5M |
| Boston Trust Walden Corp | 0.46% | Reduce -0.1% | 299,790 | $62.5M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -2.8% | 282,694 | $58.9M |
| Northern Trust Corp. | 0.01% | Add +16.1% | 281,974 | $58.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 268,760 | $56.0M |
| Scout Investments, Inc. | 1.47% | Reduce -4.5% | 262,147 | $54.6M |
| Epoch Investment Partners, Inc. | 0.25% | Add +3.3% | 261,849 | $54.6M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -5.4% | 258,301 | $53.8M |
| Jacobs Levy Equity Management, Inc. | 0.21% | Reduce -32.9% | 240,586 | $50.1M |
| Neuberger Berman Group LLC | 0.04% | Add +42.6% | 229,555 | $47.8M |
| Franklin Resources Inc. | 0.01% | Reduce -1.2% | 226,287 | $47.2M |
| Schroder Investment Management Group | 0.04% | Reduce -34.7% | 190,649 | $39.7M |
| Macquarie Group Ltd. | 0.05% | Reduce -0.0% | 189,077 | $39.4M |
| Bank of America Corp. | 0.00% | Reduce -15.0% | 187,168 | $39.0M |
| Driehaus Capital Management LLC | 0.37% | Reduce -11.2% | 181,433 | $37.8M |
| Principal Financial Group Inc. | 0.02% | Add +37.3% | 179,180 | $37.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +28.9% | 174,684 | $36.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +24.7% | 160,042 | $33.4M |
| American Century Companies Inc. | 0.02% | Reduce -47.2% | 158,992 | $33.1M |
| ProShare Advisors LLC | 0.09% | Reduce -6.9% | 158,938 | $33.1M |
| Global Alpha Capital Management Ltd. | 2.35% | Add +27.5% | 154,560 | $32.2M |
| Frontier Capital Management Co. LLC | 0.31% | Add +1.1% | 151,077 | $31.5M |
| Cookson Peirce & Co. Inc. | 1.38% | Add +15.9% | 137,309 | $28.6M |
| New York State Common Retirement Fund | 0.04% | Reduce -4.5% | 133,546 | $27.8M |
| Braun Stacey Associates Inc. | 1.02% | Add +6.0% | 126,736 | $26.4M |
| Ariel Investments | 0.27% | Reduce -4.0% | 121,221 | $25.3M |
| Victory Capital Management Inc. | 0.03% | Add +39.6% | 120,790 | $25.2M |
| Glenmede Trust Co. NA | 0.12% | Reduce -15.4% | 117,680 | $24.5M |
| Great Lakes Advisors, LLC | 0.22% | Reduce -4.4% | 116,550 | $24.3M |
| Retirement Systems of Alabama | 0.09% | Reduce -5.5% | 114,204 | $23.8M |
| STRS Ohio | 0.09% | Reduce -0.2% | 111,940 | $23.3M |
| Royce & Associates LP | 0.21% | Reduce -10.9% | 107,981 | $22.5M |
| Cramer Rosenthal McGlynn LLC | 1.32% | Add +9.5% | 107,759 | $22.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.8% | 106,903 | $22.3M |
| Rhumbline Advisers | 0.02% | Add +0.0% | 99,237 | $20.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +2.3% | 97,323 | $20.3M |
| WCM Investment Management, LLC | 0.05% | Add +1.5% | 97,908 | $19.3M |
| Man Group plc | 0.05% | Add +9.0% | 88,946 | $18.5M |
| Nitorum Capital, L.P. | 2.01% | Reduce -26.5% | 88,495 | $18.4M |
| Samlyn Capital, LLC | 0.30% | New | 82,727 | $17.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -14.1% | 78,840 | $16.4M |
| Basswood Capital Management, L.L.C. | 1.03% | No change | 76,420 | $15.9M |
| California Public Employees Retirement System | 0.01% | Add +2.4% | 76,247 | $15.9M |
| CCM Investment Advisers LLC | 1.87% | Reduce -4.2% | 76,211 | $15.9M |
| F/m Investments LLC | 0.57% | New | 76,166 | $15.9M |
| Natixis Advisors, LLC | 0.03% | Add +12.7% | 75,905 | $15.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.8% | 74,349 | $15.5M |
| FMR LLC | 0.00% | Reduce -6.4% | 72,823 | $15.2M |
| Swiss National Bank | 0.01% | Add +2.4% | 72,300 | $15.1M |
| Fort Washington Investment Advisors Inc. | 0.10% | Add +0.3% | 71,808 | $15.0M |
| Raymond James & Associates | 0.01% | Add +0.2% | 71,616 | $14.9M |
| Nicholas Investment Partners, LP | 1.73% | Reduce -18.7% | 71,535 | $14.9M |
| First Eagle Investment Management, LLC | 0.03% | Add +10.5% | 70,781 | $14.8M |
| AQR Capital Management | 0.02% | Add +68.4% | 72,493 | $14.7M |
| State of Wisconsin Investment Board | 0.04% | Reduce -25.1% | 69,083 | $14.4M |
| Legal & General Group Plc | 0.00% | Reduce -8.5% | 68,717 | $14.3M |
| Jane Street Group, LLC | 0.02% | Add +241.1% | 68,110 | $14.2M |
| Grandeur Peak Global Advisors, LLC | 1.12% | Reduce -8.5% | 67,443 | $14.1M |
| Walleye Capital LLC | 0.16% | Add +7.3% | 66,169 | $13.8M |
| Peregrine Capital Management LLC | 0.38% | Add +1.3% | 62,067 | $12.9M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -3.6% | 61,392 | $12.8M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -47.5% | 60,177 | $12.5M |
| Allianz Asset Management GmbH | 0.02% | Add +144.3% | 59,611 | $12.4M |
| Pier Capital, LLC | 1.75% | Reduce -8.0% | 56,320 | $11.7M |
| Moran Wealth Management, LLC | 0.38% | New | 55,110 | $11.5M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -62.2% | 54,205 | $11.3M |
| Two Sigma Advisers, LP | 0.03% | Add +292.8% | 54,200 | $11.3M |
| Wells Fargo & Company | 0.00% | Reduce -19.9% | 53,666 | $11.2M |
| Bank of Montreal | 0.00% | Add +301.1% | 51,179 | $10.7M |
| New York State Teachers Retirement System | 0.02% | No change | 50,883 | $10.6M |
| Point72 Asset Management | 0.03% | New | 50,027 | $10.4M |
| Segall Bryant & Hamill, LLC | 0.18% | Add +2.8% | 48,432 | $10.1M |
| Alps Advisors Inc. | 0.07% | Add +15.8% | 48,388 | $10.1M |
| Castleark Management LLC | 0.40% | Reduce -0.8% | 46,540 | $9.7M |
| UBS Group AG | 0.00% | Add +4.6% | 45,338 | $9.4M |
| Corebridge Financial, Inc. | 0.05% | — | 44,825 | $9.3M |
| GW&K Investment Management, LLC | 0.08% | Add +17.3% | 44,174 | $9.2M |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.