Evercore Inc. - Class A Common Stock (EVR)

Q3 2023 13F Holders as of 9/30/2023

Type / Class
Equity / Class A Common Stock
Shares outstanding
38.2M
Number of holders
391
Total 13F shares, excl. options
32.8M
Shares change
-223K
Total reported value, excl. options
$4.53B
Value change
-$19.7M
Put/Call ratio
0.71
Number of buys
171
Number of sells
-212
Price
$137.88

Significant Holders of Evercore Inc. - Class A Common Stock (EVR) as of Q3 2023

460 filings reported holding EVR - Evercore Inc. - Class A Common Stock as of Q3 2023.
Evercore Inc. - Class A Common Stock (EVR) has 391 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 32.8M shares of 38.2M outstanding shares and own 85.97% of the company stock.
Largest 10 shareholders include VANGUARD GROUP INC (3.82M shares), BlackRock Inc. (3.17M shares), Boston Partners (1.49M shares), JPMORGAN CHASE & CO (1.39M shares), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (1.07M shares), STATE STREET CORP (1.04M shares), MILLENNIUM MANAGEMENT LLC (1.04M shares), DIMENSIONAL FUND ADVISORS LP (898K shares), FULLER & THALER ASSET MANAGEMENT, INC. (723K shares), and MORGAN STANLEY (700K shares).
This table shows the top 391 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.