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 |
| Cresset Asset Management, LLC | 0.04% | Add +865.7% | 43,648 | $9.1M |
| Two Sigma Investments, LP | 0.02% | Add +1293.9% | 43,628 | $9.1M |
| Sei Investments Co. | 0.01% | Reduce -22.6% | 42,877 | $8.9M |
| Ceredex Value Advisors LLC | 0.16% | Add +3.6% | 41,882 | $8.7M |
| AE Wealth Management LLC | 0.08% | Reduce -7.6% | 39,993 | $8.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -17.8% | 39,875 | $8.3M |
| Brandywine Global Investment Management, LLC | 0.06% | Add +4.0% | 37,921 | $7.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 36,614 | $7.6M |
| Canada Pension Plan Investment Board | 0.01% | Add +20.9% | 36,500 | $7.6M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 36,110 | $7.5M |
| Morse Asset Management, Inc | 1.82% | Add +16.6% | 35,529 | $7.4M |
| Lazard Asset Management LLC | 0.01% | Reduce -4.1% | 35,454 | $7.4M |
| State of Alaska, Department of Revenue | 0.08% | Add +0.3% | 35,160 | $7.3M |
| Moody Aldrich Partners LLC | 1.33% | Reduce -46.6% | 32,628 | $6.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.0% | 30,982 | $6.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.39% | Add +1.0% | 30,455 | $6.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +24.1% | 30,050 | $6.3M |
| Ensign Peak Advisors, Inc | 0.01% | Add +43.9% | 29,682 | $6.2M |
| Dorsey Wright & Associates | 1.60% | Add +1.3% | 29,516 | $6.2M |
| Prudential Financial Inc. | 0.01% | Reduce -56.6% | 28,315 | $5.9M |
| Verdence Capital Advisors LLC | 0.51% | Add +3.4% | 27,246 | $5.7M |
| Alberta Investment Management Corp | 0.06% | Reduce -10.4% | 26,673 | $5.6M |
| Sarasin & Partners LLP | 0.05% | No change | 25,000 | $5.2M |
| Gotham Asset Management | 0.07% | Reduce -1.2% | 24,236 | $5.1M |
| Jackson Wealth Management, LLC | 1.07% | Reduce -38.9% | 23,848 | $5.0M |
| Barclays PLC | 0.00% | Reduce -56.7% | 23,453 | $4.9M |
| Empowered Funds, LLC | 0.08% | New | 22,833 | $4.8M |
| Guggenheim Capital LLC | 0.03% | Add +2.5% | 22,804 | $4.8M |
| Comerica Bank | 0.02% | Reduce -36.2% | 22,317 | $4.7M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -6.5% | 22,102 | $4.6M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -1.8% | 20,288 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +3.4% | 20,171 | $4.2M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -19.7% | 20,081 | $4.2M |
| Wedge Capital Management L L P | 0.07% | Reduce -47.2% | 19,479 | $4.1M |
| Teacher Retirement System of Texas | 0.02% | Reduce -16.7% | 19,421 | $4.0M |
| Voya Investment Management LLC | 0.00% | Reduce -0.9% | 19,024 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +61.5% | 18,728 | $3.9M |
| Pinebridge Investments, L.P. | 0.03% | Reduce -32.5% | 18,731 | $3.9M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.0% | 18,668 | $3.9M |
| Centric Wealth Management | 1.11% | Add +1.5% | 15,408 | $3.8M |
| Amalgamated Bank | 0.03% | Reduce -24.3% | 17,943 | $3.7M |
| Bridgewater Associates | 0.02% | Reduce -75.7% | 17,891 | $3.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 17,465 | $3.6M |
| Monument Capital Management | 1.06% | Reduce -1.0% | 17,269 | $3.6M |
| First Trust Advisors LP | 0.00% | Reduce -42.8% | 16,956 | $3.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +21.2% | 16,636 | $3.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +1.6% | 16,468 | $3.4M |
| Advisors Capital Management, LLC | 0.06% | Reduce -0.8% | 16,419 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +79.5% | 15,794 | $3.3M |
| Yousif Capital Management, LLC | 0.04% | Reduce -6.4% | 15,359 | $3.2M |
| Harbor Advisors LLC | 0.57% | No change | 15,000 | $3.1M |
| Van Eck Associates Corp. | 0.00% | Reduce -42.5% | 14,915 | $3.1M |
| Mariner, LLC | 0.01% | Add +0.6% | 14,881 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -45.5% | 14,770 | $3.1M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 14,696 | $3.1M |
| Legato Capital Management LLC | 0.40% | Reduce -20.8% | 14,219 | $3.0M |
| Hancock Whitney Corp. | 0.10% | Reduce -1.4% | 13,886 | $2.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -81.4% | 13,762 | $2.9M |
| Quantinno Capital Management LP | 0.05% | Add +9.8% | 13,544 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -15.2% | 13,527 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -15.2% | 13,527 | $2.8M |
| Advisory Services Network, LLC | 0.06% | Add +6.2% | 13,177 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +14.8% | 13,040 | $2.7M |
| Catalyst Capital Advisors LLC | 0.06% | Reduce -0.4% | 13,000 | $2.7M |
| Cornerstone Investment Partners, LLC | 0.13% | Reduce -3.9% | 12,895 | $2.7M |
| South Dakota Investment Council | 0.05% | Reduce -33.6% | 12,822 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -12.2% | 12,814 | $2.7M |
| Valley National Advisers Inc. | 0.39% | Reduce -3.4% | 12,470 | $2.6M |
| Essex Investment Management Co. LLC | 0.48% | Reduce -3.0% | 12,373 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -35.5% | 12,099 | $2.5M |
| Renaissance Technologies | 0.00% | Reduce -34.4% | 12,000 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 11,909 | $2.5M |
| SRH Advisors, LLC | 0.83% | No change | 11,900 | $2.5M |
| EFG Asset Management (North America) Corp. | 0.40% | Add +0.5% | 11,108 | $2.3M |
| Bridge City Capital, LLC | 0.77% | Add +0.2% | 11,054 | $2.3M |
| Informed Momentum Co LLC | 0.37% | Reduce -49.3% | 10,884 | $2.3M |
| Tremblant Capital Group | 0.25% | Add +52.9% | 10,651 | $2.2M |
| HSBC Holdings PLC | 0.00% | Reduce -34.0% | 10,453 | $2.2M |
| Arizona State Retirement System | 0.01% | Add +4.6% | 10,286 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.3% | 10,278 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | No change | 10,000 | $2.1M |
| Campbell Newman Asset Management Inc. | 0.16% | Reduce -0.5% | 9,759 | $2.0M |
| Tudor Investment Corporation | 0.02% | New | 9,458 | $2.0M |
| Eagle Rock Investment Company, LLC | 0.35% | Reduce -0.1% | 9,263 | $1.9M |
| TD Waterhouse Canada Inc. | 0.02% | Add +12.4% | 9,053 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +10.2% | 9,061 | $1.9M |
| Edgestream Partners, L.P. | 0.09% | Reduce -61.5% | 8,782 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +5.6% | 8,763 | $1.8M |
| LPL Financial LLC | 0.00% | Add +1.6% | 8,532 | $1.8M |
| State of Michigan Retirement System | 0.01% | No change | 8,505 | $1.8M |
| Shilanski & Associates, Inc. | 0.59% | Reduce -0.5% | 8,400 | $1.8M |
| Riverwater Partners LLC | 1.30% | Reduce -1.1% | 8,389 | $1.7M |
| Dana Investment Advisors, Inc. | 0.06% | Add +0.2% | 8,227 | $1.7M |
| QSV Equity Investors LLC | 1.74% | Reduce -0.6% | 7,999 | $1.7M |
| Summit Global Investments | 0.12% | New | 7,944 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +19.2% | 7,932 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +2.3% | 7,909 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +2.4% | 7,854 | $1.6M |
| Wambolt & Associates, LLC | 0.48% | Add +4.2% | 7,734 | $1.6M |
| Caitlin John, LLC | 1.15% | Reduce -19.8% | 7,582 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -1.5% | 7,537 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.7% | 7,447 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -14.6% | 7,347 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -2.9% | 7,338 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | No change | 7,300 | $1.5M |
| Washington Trust Advisors, Inc. | 0.14% | Reduce -1.4% | 7,245 | $1.5M |
| Fifth Third Bancorp | 0.01% | Add +0.4% | 7,144 | $1.5M |
| Prescott Group Capital Management, L.L.C. | 0.23% | New | 6,940 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | No change | 6,937 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +0.2% | 6,842 | $1.4M |
| James Investment Research, Inc. | 0.17% | Reduce -0.0% | 6,774 | $1.4M |
| Hohimer Wealth Management, LLC | 0.33% | Reduce -1.7% | 6,761 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -11.2% | 6,700 | $1.4M |
| Foster & Motley Inc. | 0.09% | Reduce -1.4% | 6,464 | $1.3M |
| Citigroup Inc. | 0.00% | Add +37.5% | 6,373 | $1.3M |
| DGS Capital Management, LLC | 0.37% | Add +1.3% | 6,318 | $1.3M |
| Radnor Capital Management, LLC | 0.40% | Add +4.3% | 6,300 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -2.4% | 6,254 | $1.3M |
| First Hawaiian Bank | 0.04% | Add +5.9% | 6,199 | $1.3M |
| Asset Management One Co., Ltd. | 0.00% | Add +54.9% | 6,044 | $1.3M |
| Cadence Bank | 0.09% | No change | 6,029 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.2% | 5,952 | $1.2M |
| Summit Place Financial Advisors, LLC | 0.72% | Add +15.1% | 5,833 | $1.2M |
| Deltec Asset Management LLC | 0.23% | No change | 5,760 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -32.9% | 5,655 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +135.0% | 5,640 | $1.2M |
| Sherbrooke Park Advisers LLC | 0.20% | Add +202.1% | 5,583 | $1.2M |
| Intech Investment Management LLC | 0.01% | New | 5,573 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -7.7% | 5,549 | $1.2M |
| Vestcor Inc | 0.04% | No change | 5,273 | $1.1M |
| Legacy Wealth Asset Management, LLC | 0.30% | Reduce -0.2% | 5,153 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -52.8% | 5,029 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +0.2% | 4,841 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.9% | 4,830 | $1.0M |
| Angeles Wealth Management, LLC | 0.09% | No change | 4,800 | $1.0M |
| Lecap Asset Management Ltd. | 0.21% | New | 4,736 | $987K |
| PDT Partners, LLC | 0.09% | Reduce -23.5% | 4,602 | $959K |
| Freedom Day Solutions, LLC | 0.32% | Add +12.1% | 4,583 | $955K |
| Buckhead Capital Management LLC | 0.32% | No change | 4,547 | $948K |
| Aquatic Capital Management LLC | 0.03% | Reduce -59.8% | 4,500 | $938K |
| Sit Investment Associates Inc. | 0.02% | No change | 4,450 | $928K |
| Bridges Investment Management Inc. | 0.01% | New | 4,399 | $917K |
| MML Investors Services, LLC | 0.00% | Reduce -14.2% | 4,231 | $882K |
| TD Private Client Wealth LLC | 0.03% | Reduce -0.5% | 4,208 | $877K |
| Susquehanna International Group, LLP | 0.00% | Add +51.1% | 4,201 | $876K |
| Ransom Advisory, Ltd | 0.44% | No change | 4,200 | $875K |
| Townsquare Capital LLC | 0.01% | Reduce -3.5% | 4,167 | $868K |
| BNP Paribas | 0.04% | Reduce -35.7% | 4,165 | $868K |
| Keybank National Association | 0.00% | Reduce -9.6% | 4,145 | $864K |
| Captrust Financial Advisors | 0.00% | Add +5.6% | 4,120 | $859K |
| Ausbil Investment Management Ltd | 0.39% | Reduce -72.0% | 4,056 | $845K |
| Aviance Capital Partners, LLC | 0.12% | Reduce -1.2% | 4,025 | $839K |
| Central Pacific Bank - Trust Division | 0.10% | Add +7.2% | 3,955 | $824K |
| Xponance LLC | 0.01% | Reduce -9.1% | 3,917 | $816K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,882 | $809K |
| Isthmus Partners, LLC | 0.09% | No change | 3,860 | $805K |
| Commerce Bank | 0.01% | Reduce -1.7% | 3,842 | $801K |
| Miller Howard Investments Inc. | 0.03% | Add +2.2% | 3,737 | $779K |
| Hudson Edge Investment Partners Inc. | 0.15% | Reduce -10.9% | 3,728 | $777K |
| XTX Topco Ltd | 0.07% | Reduce -4.3% | 3,721 | $776K |
| Creative Planning | 0.00% | Reduce -5.5% | 3,714 | $774K |
| Choreo, LLC | 0.01% | New | 3,659 | $772K |
| Algert Global LLC | 0.03% | Reduce -85.8% | 3,700 | $771K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,685 | $768K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.7% | 3,598 | $750K |
| Trivant Custom Portfolio Group, LLC | 0.43% | New | 3,331 | $694K |
| Nkcfo LLC | 0.38% | New | 3,300 | $688K |
| Central Asset Investments & Management Holdings (HK) Ltd | 0.48% | Reduce -26.8% | 3,300 | $688K |
| Great Diamond Partners, LLC | 0.16% | Add +0.2% | 3,260 | $679K |
| Pitcairn Co. | 0.04% | Add +6.7% | 3,246 | $677K |
| O'ROURKE & COMPANY, Inc | 0.36% | Add +0.0% | 3,096 | $645K |
| Federated Hermes, Inc. | 0.00% | Reduce -17.4% | 3,036 | $633K |
| Swedbank AB | 0.00% | Reduce -48.3% | 3,000 | $625K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +70.7% | 2,974 | $620K |
| Inspire Investing, LLC | 0.07% | Reduce -28.8% | 2,966 | $618K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.5% | 2,919 | $608K |
| Securian Asset Management, Inc. | 0.02% | No change | 2,852 | $594K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.2% | 2,791 | $582K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.7% | 2,721 | $567K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,716 | $566K |
| MAI Capital Management | 0.01% | Reduce -5.8% | 2,674 | $557K |
| Sanctuary Advisors, LLC | 0.00% | — | 2,992 | $551K |
| Vident Advisory, LLC | 0.01% | Reduce -8.3% | 2,555 | $533K |
| Quantum Portfolio Management LLC | 0.30% | New | 2,489 | $519K |
| Kendall Capital Management | 0.17% | Reduce -27.6% | 2,455 | $512K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -11.8% | 2,450 | $510K |
| Intrust Bank NA | 0.05% | Reduce -2.6% | 2,443 | $509K |
| Diversify Wealth Management, LLC | 0.06% | — | 2,233 | $496K |
| Yorktown Management & Research Co Inc | 0.53% | No change | 2,375 | $495K |
| Argonautica Private Wealth Management, Inc. | 0.17% | No change | 2,372 | $494K |
| VestGen Investment Management | 0.15% | Add +10.0% | 2,352 | $490K |
| Baird Financial Group, Inc. | 0.00% | No change | 2,300 | $479K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.4% | 2,300 | $479K |
| Engineers Gate Manager LP | 0.01% | Reduce -27.1% | 2,297 | $479K |
| CPC Advisors, LLC | 0.08% | Add +33.3% | 2,284 | $476K |
| Fox Run Management, L.L.C. | 0.09% | Add +38.3% | 2,228 | $464K |
| Osaic Holdings, Inc. | 0.00% | Reduce -76.3% | 2,202 | $459K |
| Zions Bancorporation, N.A. | 0.04% | Reduce -41.0% | 2,200 | $459K |
| Inspire Advisors, LLC | 0.06% | New | 2,180 | $454K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -1.3% | 2,148 | $448K |
| Capula Management Ltd | 0.00% | Reduce -29.5% | 2,108 | $439K |
| Pekin Hardy Strauss, Inc. | 0.06% | Reduce -44.8% | 2,105 | $439K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -3.0% | 2,084 | $434K |
| M&T Bank Corp | 0.00% | Reduce -1.2% | 1,998 | $416K |
| NewEdge Wealth, LLC | 0.01% | Add +3.9% | 1,924 | $401K |
| Utah Retirement Systems | 0.00% | No change | 1,900 | $396K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 1,881 | $392K |
| Hardy Reed LLC | 0.04% | New | 1,854 | $386K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +32.7% | 1,844 | $384K |
| Lane & Associates LLC | 0.23% | Add +1.6% | 1,833 | $382K |
| Cetera Trust Company, N.A | 0.24% | No change | 1,814 | $378K |
| CastleKnight Management LP | 0.05% | New | 1,800 | $375K |
| Greenleaf Trust | 0.00% | Reduce -0.1% | 1,794 | $374K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -2.7% | 1,720 | $359K |
| nVerses Capital, LLC | 0.21% | New | 1,700 | $354K |
| New Century Financial Group, LLC | 0.15% | New | 1,674 | $349K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 1,667 | $348K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -7.7% | 1,657 | $345K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.9% | 1,629 | $340K |
| Blair William & Co. | 0.00% | New | 1,628 | $339K |
| Martingale Asset Management L P | 0.01% | Reduce -92.7% | 1,578 | $329K |
| Chiron Investment Management, LLC | 0.13% | Reduce -34.3% | 1,557 | $325K |
| First Bank & Trust | 0.07% | Reduce -2.6% | 1,549 | $323K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -6.2% | 1,520 | $317K |
| Journey Strategic Wealth LLC | 0.01% | Add +8.4% | 1,494 | $311K |
| Focus Partners Wealth | 0.00% | New | 1,490 | $311K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.0% | 1,470 | $306K |
| Gateway Investment Advisers LLC | 0.00% | New | 1,463 | $305K |
| Shelton Capital Management | 0.01% | Reduce -5.2% | 1,447 | $302K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.7% | 1,430 | $298K |
| Janiczek Wealth Management, LLC | 0.06% | Reduce -0.6% | 1,424 | $297K |
| Bond & Devick Financial Network, Inc. | 0.16% | No change | 1,400 | $292K |
| Cornercap Investment Counsel Inc. | 0.05% | No change | 1,396 | $291K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 1,306 | $272K |
| Balyasny Asset Management L.P. | 0.00% | New | 1,294 | $270K |
| Hamilton Capital Partners Inc. | 0.03% | Reduce -24.5% | 1,266 | $264K |
| Prelude Capital Management, LLC | 0.02% | Reduce -30.2% | 1,249 | $260K |
| Blue Trust, Inc. | 0.00% | Add +32.4% | 1,340 | $258K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 1,220 | $254K |
| Metis Global Partners, LLC | 0.01% | No change | 1,218 | $254K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 1,214 | $253K |
| Walleye Trading LLC | 0.00% | Add +285.9% | 1,200 | $250K |
| Insight Wealth Partners, LLC | 0.16% | New | 1,168 | $243K |
| Mirabella Financial Services LLP | 0.02% | Reduce -77.8% | 1,145 | $239K |
| Toronto Dominion Bank | 0.00% | Add +158.9% | 1,139 | $237K |
| Park Avenue Securities LLC | 0.00% | Reduce -52.7% | 1,139 | $237K |
| Linden Thomas Advisory Services, LLC | 0.04% | Add +3.7% | 1,093 | $228K |
| Impact Partnership Wealth, LLC | 0.06% | Add +79.5% | 1,084 | $226K |
| Ritholtz Wealth Management | 0.01% | New | 1,082 | $226K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2.3% | 898 | $225K |
| CIBC Asset Management Inc | 0.00% | New | 1,075 | $224K |
| Parkside Financial Bank & Trust | 0.04% | Add +14.0% | 1,068 | $223K |
| Fielder Capital Group LLC | 0.08% | Reduce -0.4% | 1,058 | $221K |
| National Bank of Canada | 0.00% | Add +0.5% | 1,025 | $215K |
| Heritage Wealth Management, Inc. | 0.07% | — | 1,000 | $213K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -38.6% | 1,012 | $211K |
| Bleakley Financial Group, LLC | 0.01% | New | 1,008 | $210K |
| Simplicity Wealth,LLC | 0.00% | New | 1,006 | $210K |
| Courier Capital LLC | 0.02% | New | 1,000 | $208K |
| Narus Financial Partners, LLC | 0.08% | New | 999 | $208K |
| Profund Advisors LLC | 0.01% | Reduce -20.9% | 993 | $207K |
| Burns Matteson Capital Management, LLC | 0.13% | New | 992 | $207K |
| Dakota Wealth Management | 0.00% | Reduce -14.8% | 988 | $206K |
| Squarepoint Ops LLC | 0.00% | Reduce -98.2% | 963 | $201K |
| CI Investments Inc. | 0.00% | Add +6.8% | 942 | $196K |
| KBC Group NV | 0.00% | Add +15.6% | 914 | $191K |
| Manchester Capital Management LLC | 0.02% | No change | 908 | $189K |
| Simplex Trading, LLC | 0.01% | New | 808 | $168K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +10.7% | 747 | $156K |
| Arlington Trust Co LLC | 0.03% | No change | 699 | $146K |
| Jones Financial Companies LLLP | 0.00% | New | 625 | $130K |
| Quadrant Capital Group LLC | 0.01% | Add +1.0% | 617 | $129K |
| Picton Mahoney Asset Management | 0.00% | Add +3.7% | 555 | $116K |
| GeoWealth Management, LLC | 0.00% | Add +51.5% | 462 | $96K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.0% | 378 | $79K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.9% | 366 | $78K |
| GAMMA Investing LLC | 0.01% | Add +72.1% | 370 | $77K |
| Mather Group, Llc. | 0.00% | Add +847.5% | 379 | $73K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.7% | 338 | $71K |
| Core Alternative Capital | 0.01% | No change | 315 | $66K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.1% | 313 | $65K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -79.7% | 292 | $61K |
| Allworth Financial LP | 0.00% | Add +13.4% | 253 | $61K |
| Cwm, LLC | 0.00% | Add +17.0% | 262 | $55K |
| Opal Wealth Advisors, LLC | 0.02% | New | 242 | $50K |
| Signaturefd, LLC | 0.00% | Reduce -10.0% | 234 | $49K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $46K |
| Lindbrook Capital, LLC | 0.00% | Add +3.7% | 196 | $41K |
| Assetmark, Inc. | 0.00% | Add +91.8% | 188 | $39K |
| Piscataqua Savings Bank | 0.03% | No change | 180 | $38K |
| West Oak Capital, LLC | 0.01% | No change | 175 | $36K |
| Gradient Investments LLC | 0.00% | New | 174 | $36K |
| M&R Capital Management Inc. | 0.01% | No change | 170 | $35K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +522.2% | 168 | $35K |
| Clearstead Advisors, LLC | 0.00% | Add +534.6% | 165 | $34K |
| WealthCollab, LLC | 0.02% | No change | 164 | $34K |
| ORG Partners LLC | 0.00% | New | 161 | $34K |
| IFP Advisors, Inc | 0.00% | Add +918.8% | 163 | $34K |
| Gladius Capital Management LP | 0.03% | New | 161 | $34K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.7% | 154 | $33K |
| Key Financial Inc | 0.01% | No change | 152 | $32K |
| LRI Investments, LLC | 0.00% | Add +27.1% | 150 | $31K |
| Creative Financial Designs Inc. | 0.00% | New | 149 | $31K |
| Huntington National Bank | 0.00% | Reduce -49.6% | 135 | $28K |
| UMB Bank, n.a. | 0.00% | Add +0.8% | 129 | $27K |
| Quent Capital, LLC | 0.00% | Add +0.8% | 118 | $25K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 116 | $24K |
| Principal Securities, Inc. | 0.00% | Reduce -88.2% | 111 | $23K |
| Bell Investment Advisors, Inc | 0.00% | No change | 110 | $23K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -31.4% | 109 | $23K |
| Planning Capital Management Corp | 0.02% | No change | 107 | $22K |
| Lanark Financial, Inc. | 0.00% | No change | 108 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Add +352.2% | 104 | $21K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 98 | $20K |
| Smithfield Trust Co | 0.00% | No change | 97 | $20K |
| MCF Advisors LLC | 0.00% | No change | 95 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -24.8% | 94 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -65.4% | 90 | $19K |
| Venturi Wealth Management, LLC | 0.00% | Add +41.9% | 88 | $18K |
| LGT Financial Advisors LLC | 0.03% | No change | 79 | $16K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -84.3% | 78 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 75 | $16K |
| Larson Financial Group LLC | 0.00% | New | 74 | $15K |
| Covestor Ltd | 0.01% | Reduce -2.6% | 74 | $15K |
| Eagle Bay Advisors LLC | 0.01% | No change | 60 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $11K |
| CVA Family Office, LLC | 0.00% | Add +37.5% | 55 | $11K |
| Scarborough Advisors, LLC | 0.00% | No change | 55 | $11K |
| Naples Money Management LLC | 0.01% | No change | 54 | $11K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 49 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 44 | $9K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.2% | 33 | $7K |
| Dunhill Financial, LLC | 0.00% | New | 32 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 32 | $7K |
| Bfsg, LLC | 0.00% | No change | 32 | $7K |
| EdgeRock Capital LLC | 0.00% | New | 29 | $6K |
| Bessemer Group Inc. | 0.00% | No change | 28 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 28 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Add +8.0% | 27 | $6K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 27 | $6K |
| Sandy Spring Bank | 0.00% | New | 27 | $6K |
| Avior Wealth Management, LLC | 0.00% | Reduce -85.7% | 26 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 25 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 24 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 17 | $4K |
| Abich Financial Wealth Management LLC | 0.00% | Reduce -11.1% | 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 |
| CoreCap Advisors, LLC | 0.00% | New | 13 | $3K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -61.3% | 12 | $3K |
| Innealta Capital, LLC | 0.00% | New | 11 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 11 | $2K |
| HighMark Wealth Management LLC | 0.00% | New | 10 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 10 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -16.7% | 10 | $2K |
| Addison Advisors LLC | 0.00% | New | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +40.0% | 7 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 7 | $1K |
| Horizon Investments, LLC | 0.00% | New | 5 | $1K |
| Sachetta, LLC | 0.00% | New | 4 | $989 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $625 |
| Arax Advisory Partners | 0.00% | New | 1 | $209 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $209 |
| Versant Capital Management, Inc | 0.00% | New | 1 | $208 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $208 |
| Private Trust Co. NA | 0.00% | New | 1 | $208 |
| Tucker Asset Management LLC | 0.00% | No change | 1 | $208 |
| 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.