Evercore Inc. Class AEVR
13F holders, Q4 2024 (December 31)584holders +70
90new positions
33sold out
9famous investors
$277.19avg. 13F price*
At the end of Q4 2024, 584 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 70 from Q3 2024. 90 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($990.4M) and Boston Partners ($406.2M). 9 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Cliff Asness (0.1% of AQR Capital 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $235.9M |
| Exits | 33 | $87.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,252,506 shares bought and 3,174,552 shares sold, net +77,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.1% | 3,836,676 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +2.1% | 3,573,149 | $990.4M |
| Boston Partners | 0.49% | Reduce -1.3% | 1,465,132 | $406.2M |
| Invesco Ltd. | 0.07% | Add +10.7% | 1,423,753 | $394.7M |
| State Street Corp. | 0.01% | Add +2.3% | 1,124,459 | $311.7M |
| FMR LLC | 0.02% | Add +128.9% | 1,034,214 | $286.7M |
| TD Asset Management Inc | 0.23% | Reduce -9.6% | 956,327 | $265.1M |
| Wellington Management Group LLP | 0.04% | Reduce -37.5% | 855,517 | $237.1M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -14.7% | 774,470 | $214.7M |
| Lord, Abbett & Co. LLC | 0.69% | Reduce -18.2% | 755,018 | $209.3M |
| Geode Capital Management, LLC | 0.02% | Add +3.6% | 744,232 | $206.3M |
| Fuller & Thaler Asset Management, Inc. | 0.73% | Reduce -5.5% | 692,503 | $192.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -22.8% | 619,551 | $171.7M |
| Morgan Stanley | 0.01% | Reduce -3.9% | 518,818 | $143.8M |
| Norges Bank | 0.02% | Add +12.5% | 480,743 | $133.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -19.6% | 475,998 | $131.9M |
| Bahl & Gaynor LLC | 0.66% | Add +2.9% | 448,718 | $124.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.8% | 369,247 | $102.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.0% | 358,540 | $99.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1288.1% | 323,324 | $89.6M |
| Fisher Asset Management | 0.04% | Reduce -0.3% | 319,267 | $88.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +39.5% | 305,131 | $84.6M |
| Primecap Management Co. | 0.07% | Reduce -13.7% | 302,670 | $83.9M |
| Northern Trust Corp. | 0.01% | Add +12.4% | 301,514 | $83.6M |
| Paralel Advisors LLC | 3.55% | No change | 300,000 | $83.2M |
| Jacobs Levy Equity Management, Inc. | 0.27% | Add +3.8% | 271,487 | $75.3M |
| Driehaus Capital Management LLC | 0.58% | Add +4.9% | 252,732 | $70.1M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -12.0% | 226,851 | $62.9M |
| Neuberger Berman Group LLC | 0.05% | Add +26.2% | 226,804 | $62.9M |
| Franklin Resources Inc. | 0.02% | Reduce -3.8% | 214,917 | $59.6M |
| Macquarie Group Ltd. | 0.07% | Add +1.5% | 210,050 | $58.2M |
| AQR Capital Management | 0.07% | Add +37.8% | 207,425 | $57.5M |
| Raymond James Financial Inc. | 0.02% | — | 205,198 | $56.9M |
| Stephens Investment Management Group LLC | 0.75% | New | 202,642 | $56.2M |
| Boston Trust Walden Corp | 0.39% | Reduce -13.9% | 199,037 | $55.2M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 188,721 | $52.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Add +62.3% | 186,172 | $51.6M |
| UBS Group AG | 0.01% | Add +235.1% | 181,945 | $50.4M |
| Principal Financial Group Inc. | 0.03% | Add +3.9% | 170,428 | $47.2M |
| Qube Research & Technologies Ltd | 0.07% | Add +146.8% | 156,390 | $43.3M |
| Two Sigma Investments, LP | 0.10% | Add +93.2% | 150,643 | $41.8M |
| American Century Companies Inc. | 0.02% | Reduce -16.1% | 150,067 | $41.6M |
| Global Alpha Capital Management Ltd. | 3.02% | Reduce -4.6% | 149,970 | $41.6M |
| Cookson Peirce & Co. Inc. | 1.71% | Reduce -0.5% | 136,438 | $37.8M |
| Braun Stacey Associates Inc. | 1.37% | Reduce -4.0% | 132,691 | $36.8M |
| Channing Capital Management, LLC | 0.98% | Reduce -51.2% | 132,120 | $36.6M |
| ProShare Advisors LLC | 0.08% | Reduce -5.8% | 128,172 | $35.5M |
| Victory Capital Management Inc. | 0.03% | Add +0.4% | 122,873 | $34.1M |
| Schroder Investment Management Group | 0.03% | Reduce -22.3% | 119,009 | $33.1M |
| Artemis Investment Management LLP | 0.46% | New | 116,229 | $32.2M |
| Retirement Systems of Alabama | 0.12% | Reduce -0.2% | 113,516 | $31.5M |
| Man Group plc | 0.10% | Reduce -0.4% | 110,053 | $30.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +5.8% | 105,109 | $29.1M |
| STRS Ohio | 0.12% | Reduce -5.3% | 105,000 | $29.1M |
| Two Sigma Advisers, LP | 0.07% | Add +66.1% | 103,300 | $28.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -16.5% | 100,813 | $27.9M |
| Rhumbline Advisers | 0.02% | Add +0.2% | 97,178 | $26.9M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -3.2% | 91,953 | $25.5M |
| Frontier Capital Management Co. LLC | 0.24% | Reduce -38.5% | 90,133 | $25.0M |
| Great Lakes Advisors, LLC | 0.21% | Reduce -3.5% | 88,717 | $24.6M |
| Tudor Investment Corporation | 0.25% | Reduce -26.4% | 86,367 | $23.9M |
| Broad Bay Capital Management, LP | 3.85% | New | 86,000 | $23.8M |
| Nicholas Investment Partners, LP | 2.24% | Add +4.4% | 82,704 | $22.9M |
| Wells Fargo & Company | 0.01% | Add +30.6% | 77,750 | $21.6M |
| Russell Investments Group, Ltd. | 0.03% | Add +10.0% | 76,786 | $21.3M |
| Basswood Capital Management, L.L.C. | 1.24% | No change | 76,420 | $21.2M |
| Cramer Rosenthal McGlynn LLC | 1.19% | Add +9.0% | 75,716 | $21.0M |
| Royce & Associates LP | 0.19% | Reduce -27.1% | 73,550 | $20.4M |
| Glenmede Trust Co. NA | 0.10% | Reduce -33.6% | 72,955 | $20.2M |
| Moran Wealth Management, LLC | 0.64% | Reduce -3.0% | 72,803 | $20.2M |
| Fort Washington Investment Advisors Inc. | 0.12% | Add +21.9% | 72,780 | $20.2M |
| State of Wisconsin Investment Board | 0.05% | Add +5.2% | 72,578 | $20.1M |
| Swiss National Bank | 0.01% | Add +0.3% | 71,600 | $19.8M |
| WCM Investment Management, LLC | 0.05% | Reduce -25.8% | 70,804 | $19.7M |
| California Public Employees Retirement System | 0.01% | Reduce -6.8% | 70,584 | $19.6M |
| Legal & General Group Plc | 0.01% | Reduce -0.9% | 69,673 | $19.3M |
| Millennium Management | 0.02% | Reduce -83.0% | 66,344 | $18.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.5% | 64,575 | $17.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +386.0% | 62,797 | $17.4M |
| Nitorum Capital, L.P. | 1.97% | Reduce -17.3% | 61,691 | $17.1M |
| Epoch Investment Partners, Inc. | 0.08% | Reduce -77.6% | 60,651 | $16.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.0% | 59,221 | $16.4M |
| CCM Investment Advisers LLC | 1.80% | Reduce -11.4% | 58,606 | $16.2M |
| Royal Bank of Canada | 0.00% | Add +5.8% | 57,077 | $15.8M |
| GW&K Investment Management, LLC | 0.13% | Reduce -0.1% | 56,507 | $15.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -38.2% | 56,154 | $15.6M |
| AE Wealth Management LLC | 0.13% | Add +15.2% | 53,481 | $14.8M |
| Allianz Asset Management GmbH | 0.02% | Reduce -3.2% | 51,696 | $14.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.3% | 50,754 | $14.1M |
| Trexquant Investment LP | 0.15% | Add +178.2% | 46,699 | $12.9M |
| Dorsey Wright & Associates | 2.90% | Add +1.4% | 43,822 | $12.1M |
| Rheos Capital Works Inc. | 0.66% | Add +16.2% | 43,000 | $11.9M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -40.0% | 42,020 | $11.6M |
| Peregrine Capital Management LLC | 0.34% | Reduce -17.5% | 41,653 | $11.5M |
| Kettle Hill Capital Management, LLC | 2.50% | New | 41,601 | $11.5M |
| Corebridge Financial, Inc. | 0.06% | Reduce -5.0% | 40,064 | $11.1M |
| Cresset Asset Management, LLC | 0.05% | Reduce -10.1% | 40,058 | $11.1M |
| Jackson Wealth Management, LLC | 1.25% | Add +0.5% | 39,803 | $11.0M |
| Castleark Management LLC | 0.38% | Reduce -12.8% | 39,120 | $10.8M |
| Agf Management Ltd. | 0.05% | New | 38,603 | $10.7M |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.