Evercore Inc. Class AEVR
13F holders, Q3 2024 (September 30)514holders +43
88new positions
47sold out
9famous investors
$253.61avg. 13F price*
At the end of Q3 2024, 514 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 43 from Q2 2024. 88 opened new positions and 47 sold out. The largest holders were Vanguard Group Inc. ($973.4M), BlackRock, Inc. ($886.8M) and Boston Partners ($376.7M). 9 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Evercore Inc. Class A
- CUSIP
- 29977A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $119.4M |
| Exits | 47 | $82.2M |
All 13F filers, Q2 2024 → Q3 2024: 3,099,110 shares bought and 3,742,282 shares sold, net −643,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 514 holders
| Vanguard Group Inc. | 0.02% | Add +3.3% | 3,842,460 | $973.4M |
| BlackRock, Inc. | 0.02% | — | 3,500,581 | $886.8M |
| Boston Partners | 0.45% | Reduce -11.4% | 1,484,167 | $376.7M |
| Wellington Management Group LLP | 0.06% | Add +73.6% | 1,368,129 | $346.6M |
| Invesco Ltd. | 0.06% | Add +20.3% | 1,286,322 | $325.9M |
| State Street Corp. | 0.01% | Add +1.0% | 1,099,160 | $278.5M |
| TD Asset Management Inc | 0.24% | Add +2.6% | 1,057,730 | $268.8M |
| Lord, Abbett & Co. LLC | 0.75% | Add +44.5% | 922,978 | $233.8M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -12.8% | 907,767 | $230.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -15.4% | 802,912 | $203.4M |
| Fuller & Thaler Asset Management, Inc. | 0.73% | Reduce -1.6% | 733,004 | $185.7M |
| Geode Capital Management, LLC | 0.01% | Add +5.0% | 718,208 | $182.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -25.8% | 591,874 | $149.9M |
| Morgan Stanley | 0.01% | Reduce -2.1% | 539,992 | $136.8M |
| FMR LLC | 0.01% | Add +520.4% | 451,822 | $114.5M |
| Bahl & Gaynor LLC | 0.57% | Add +2.3% | 435,921 | $110.4M |
| Norges Bank | 0.02% | Add +0.8% | 427,423 | $108.3M |
| Millennium Management | 0.09% | Reduce -41.3% | 390,758 | $99.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.7% | 376,032 | $95.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +36.2% | 366,028 | $92.7M |
| Primecap Management Co. | 0.07% | Reduce -42.0% | 350,520 | $88.8M |
| Fisher Asset Management | 0.03% | Add +6.1% | 320,228 | $81.1M |
| Paralel Advisors LLC | 3.32% | No change | 300,000 | $76.0M |
| Epoch Investment Partners, Inc. | 0.31% | Add +3.5% | 270,965 | $68.6M |
| Channing Capital Management, LLC | 1.75% | Reduce -36.4% | 270,647 | $68.6M |
| Northern Trust Corp. | 0.01% | Reduce -4.8% | 268,352 | $68.0M |
| Jacobs Levy Equity Management, Inc. | 0.26% | Add +8.7% | 261,475 | $66.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -0.3% | 257,667 | $65.3M |
| Driehaus Capital Management LLC | 0.52% | Add +32.8% | 240,855 | $61.0M |
| Franklin Resources Inc. | 0.02% | Reduce -1.3% | 223,369 | $60.5M |
| Boston Trust Walden Corp | 0.41% | Reduce -22.9% | 231,193 | $58.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +25.3% | 218,785 | $55.4M |
| Macquarie Group Ltd. | 0.06% | Add +9.4% | 206,861 | $52.4M |
| Bank of America Corp. | 0.00% | Add +8.1% | 202,342 | $51.3M |
| Neuberger Berman Group LLC | 0.04% | Reduce -21.7% | 179,692 | $45.5M |
| American Century Companies Inc. | 0.03% | Add +12.5% | 178,853 | $45.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -8.5% | 163,968 | $41.5M |
| Global Alpha Capital Management Ltd. | 2.59% | Add +1.7% | 157,160 | $39.8M |
| Vaughan Nelson Investment Management, L.P. | 0.35% | Reduce -55.1% | 155,535 | $39.4M |
| Schroder Investment Management Group | 0.04% | Reduce -19.6% | 153,195 | $38.9M |
| Scout Investments, Inc. | 1.02% | Reduce -44.4% | 145,751 | $38.7M |
| AQR Capital Management | 0.05% | Add +107.6% | 150,502 | $38.0M |
| Frontier Capital Management Co. LLC | 0.35% | Reduce -3.0% | 146,510 | $37.1M |
| Braun Stacey Associates Inc. | 1.33% | Add +9.0% | 138,158 | $35.0M |
| Cookson Peirce & Co. Inc. | 1.63% | Reduce -0.1% | 137,107 | $34.7M |
| ProShare Advisors LLC | 0.08% | Reduce -14.4% | 136,023 | $34.5M |
| Victory Capital Management Inc. | 0.03% | Add +1.3% | 122,383 | $31.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.9% | 120,683 | $30.6M |
| Tudor Investment Corporation | 0.33% | Add +1140.3% | 117,303 | $29.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | New | 114,733 | $29.1M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.4% | 113,777 | $28.8M |
| STRS Ohio | 0.11% | Reduce -0.9% | 110,928 | $28.1M |
| Man Group plc | 0.08% | Add +24.2% | 110,466 | $28.0M |
| Glenmede Trust Co. NA | 0.13% | Reduce -6.7% | 109,802 | $27.8M |
| Royce & Associates LP | 0.23% | Reduce -6.5% | 100,924 | $25.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -37.9% | 99,346 | $25.2M |
| Rhumbline Advisers | 0.02% | Reduce -2.3% | 96,973 | $24.6M |
| WCM Investment Management, LLC | 0.05% | Reduce -2.6% | 95,366 | $24.2M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.4% | 94,999 | $24.1M |
| Great Lakes Advisors, LLC | 0.19% | Reduce -21.1% | 91,895 | $23.3M |
| New York State Common Retirement Fund | 0.03% | Reduce -32.0% | 90,846 | $23.0M |
| Holocene Advisors, LP | 0.09% | New | 86,520 | $21.9M |
| Nicholas Investment Partners, LP | 2.05% | Add +10.8% | 79,232 | $20.1M |
| Two Sigma Investments, LP | 0.05% | Add +78.7% | 77,979 | $19.8M |
| Basswood Capital Management, L.L.C. | 1.00% | No change | 76,420 | $19.4M |
| California Public Employees Retirement System | 0.01% | Reduce -0.7% | 75,742 | $19.2M |
| F/m Investments LLC | 0.60% | Reduce -0.6% | 75,722 | $19.2M |
| Moran Wealth Management, LLC | 0.59% | Add +36.2% | 75,058 | $19.0M |
| Nitorum Capital, L.P. | 1.90% | Reduce -15.7% | 74,571 | $18.9M |
| Swiss National Bank | 0.01% | Reduce -1.2% | 71,400 | $18.1M |
| Raymond James & Associates | 0.01% | Reduce -1.0% | 70,902 | $18.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.0% | 70,596 | $17.9M |
| Legal & General Group Plc | 0.00% | Add +2.3% | 70,303 | $17.8M |
| First Eagle Investment Management, LLC | 0.04% | Reduce -1.0% | 70,081 | $17.8M |
| Russell Investments Group, Ltd. | 0.03% | Add +16.0% | 69,788 | $17.7M |
| Cramer Rosenthal McGlynn LLC | 0.98% | Reduce -35.6% | 69,445 | $17.6M |
| State of Wisconsin Investment Board | 0.04% | Reduce -0.1% | 68,989 | $17.5M |
| CCM Investment Advisers LLC | 1.87% | Reduce -13.2% | 66,127 | $16.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +360.4% | 63,353 | $16.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -20.9% | 62,363 | $15.8M |
| Two Sigma Advisers, LP | 0.04% | Add +14.8% | 62,200 | $15.8M |
| Fort Washington Investment Advisors Inc. | 0.09% | Reduce -16.8% | 59,718 | $15.1M |
| Wells Fargo & Company | 0.00% | Add +11.0% | 59,554 | $15.1M |
| GW&K Investment Management, LLC | 0.12% | Add +28.1% | 56,563 | $14.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -11.4% | 54,360 | $13.8M |
| UBS Group AG | 0.00% | Add +19.8% | 54,303 | $13.8M |
| Royal Bank of Canada | 0.00% | Add +47.4% | 53,957 | $13.7M |
| Allianz Asset Management GmbH | 0.02% | Reduce -10.4% | 53,393 | $13.5M |
| New York State Teachers Retirement System | 0.03% | No change | 50,883 | $12.9M |
| Peregrine Capital Management LLC | 0.39% | Reduce -18.7% | 50,485 | $12.8M |
| AE Wealth Management LLC | 0.11% | Add +16.1% | 46,446 | $11.8M |
| Castleark Management LLC | 0.46% | Reduce -3.6% | 44,880 | $11.4M |
| Cresset Asset Management, LLC | 0.04% | Add +2.1% | 44,567 | $11.3M |
| Natixis Advisors, LLC | 0.02% | Reduce -43.0% | 43,288 | $11.0M |
| Dorsey Wright & Associates | 2.59% | Add +46.4% | 43,223 | $10.9M |
| Corebridge Financial, Inc. | 0.06% | Reduce -5.9% | 42,162 | $10.7M |
| Jackson Wealth Management, LLC | 1.20% | Add +66.0% | 39,592 | $10.0M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -2.5% | 36,982 | $10.0M |
| Sei Investments Co. | 0.01% | Reduce -7.8% | 39,540 | $10.0M |
| Rheos Capital Works Inc. | 0.49% | New | 37,000 | $9.4M |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.