Fund shareholders of Evercore Inc
ISIN US29977A1051 · United States · LEI 529900P6KLPT95DW3W58
- Fund shareholders
- 539
- Of which ETFs
- 128 411 other funds
- Value held
- ≈ 5.4B $ 5.4B $ · 38.8M SEK · 117.6K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,326,561 | 452.9M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,166,616 | 398.3M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 842,207 | 287.6M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 443,476 | 151.4M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 378,640 | 121.4M $ | 2.23 % | as of Jul 31, 2026 ↗ |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 350,270 | 119.6M $ | 0.52 % | as of Jun 30, 2026 ↗ |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 320,054 | 109.1M $ | 1.39 % | as of May 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 294,652 | 100.6M $ | 0.79 % | as of Jun 30, 2026 ↗ |
| Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) | 286,267 | 91.8M $ | 1.35 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 279,079 | 95.1M $ | 0.04 % | as of May 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 266,935 | 91.1M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 242,932 | 82.9M $ | 0.18 % | as of Jun 30, 2026 ↗ |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 219,190 | 74.8M $ | 0.41 % | as of Jun 30, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 218,860 | 70.2M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| THE HARTFORD GROWTH OPPORTUNITIES FUND HARTFORD MUTUAL FUNDS II, INC | 216,719 | 69.5M $ | 1.06 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 199,416 | 68M $ | 0.16 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 195,800 | 66.9M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 162,601 | 55.4M $ | 0.06 % | as of May 31, 2026 ↗ |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 160,808 | 51.5M $ | 0.58 % | as of Jul 31, 2026 ↗ |
| American Funds Fundamental Investors American Funds Fundamental Investors | 158,612 | 54.2M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 155,769 | 53.2M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 150,675 | 51.4M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 147,579 | 47.3M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 143,033 | 48.8M $ | 0.43 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 139,008 | 44.6M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | 134,953 | 46.1M $ | 3.16 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 133,994 | 43M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Fidelity Balanced Fund Fidelity Puritan Trust | 133,500 | 45.5M $ | 0.07 % | as of May 31, 2026 ↗ |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 130,800 | 44.7M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 128,899 | 41.3M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 113,100 | 38.6M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 104,554 | 35.6M $ | 0.24 % | as of May 31, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 100,178 | 34.2M $ | 1.19 % | as of Jun 30, 2026 ↗ |
| JNL/Invesco Small Cap Growth Fund JNL Series Trust | 99,222 | 33.9M $ | 1.67 % | as of Jun 30, 2026 ↗ |
| Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) | 92,095 | 31.4M $ | 1.71 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 86,593 | 29.6M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV | 86,098 | 29.3M $ | 1.55 % | as of May 31, 2026 ↗ |
| SA Wellington Capital Appreciation Portfolio SUNAMERICA SERIES TRUST | 83,860 | 28.6M $ | 1.09 % | as of Jun 30, 2026 ↗ |
| Neuberger Mid Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 82,207 | 28M $ | 1.24 % | as of May 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 81,600 | 27.9M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 80,487 | 25.8M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND | 79,919 | 27.3M $ | 2.90 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Fund John Hancock Investment Trust | 76,069 | 24.4M $ | 1.25 % | as of Jul 31, 2026 ↗ |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 74,553 | 25.4M $ | 1.51 % | as of May 31, 2026 ↗ |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 74,515 | 25.4M $ | 0.97 % | as of Jun 30, 2026 ↗ |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 73,749 | 25.2M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 73,243 | 25M $ | 0.02 % | as of May 31, 2026 ↗ |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 71,400 | 24.4M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Franklin Small Cap Growth Fund Franklin Strategic Series | 70,953 | 22.7M $ | 0.92 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 69,989 | 22.4M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 69,364 | 22.2M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 68,000 | 23.2M $ | 1.74 % | as of Jun 30, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 65,132 | 22.2M $ | 1.29 % | as of Jun 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 62,544 | 21.3M $ | 0.16 % | as of May 31, 2026 ↗ |
| AQR Long-Short Equity Fund AQR Funds | 62,105 | 21.2M $ | 0.27 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 61,721 | 21M $ | 0.38 % | as of May 31, 2026 ↗ |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | 60,113 | 20.5M $ | 1.20 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 59,002 | 20.1M $ | 0.02 % | as of May 31, 2026 ↗ |
| Mid Cap Growth Fund John Hancock Investment Trust | 57,270 | 19.6M $ | 1.46 % | as of Jun 30, 2026 ↗ |
| Victory Income Stock Fund Victory Portfolios III | 57,211 | 18.3M $ | 0.64 % | as of Jul 31, 2026 ↗ |
| Fidelity Contrafund Fidelity Contrafund | 56,836 | 19.4M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 56,096 | 19.2M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. | 54,437 | 17.5M $ | 0.79 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 53,728 | 17.2M $ | 0.42 % | as of Jul 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 53,614 | 18.3M $ | 0.72 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 52,891 | 17M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 52,558 | 16.8M $ | 0.76 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 50,884 | 16.3M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 49,500 | 16.9M $ | 1.79 % | as of May 31, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 49,179 | 16.8M $ | 1.26 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 49,030 | 16.7M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 47,861 | 16.3M $ | 0.64 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 46,150 | 15.7M $ | 0.12 % | as of May 31, 2026 ↗ |
| Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I | 46,056 | 15.7M $ | 1.82 % | as of Jun 30, 2026 ↗ |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | 45,053 | 15.4M $ | 0.65 % | as of Jun 30, 2026 ↗ |
| American Century U.S. Quality Growth ETF American Century ETF Trust | 44,155 | 15.1M $ | 0.68 % | as of May 31, 2026 ↗ |
| Carillon Scout Mid Cap Fund Carillon Series Trust | 43,980 | 15M $ | 0.35 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 40,635 | 13.9M $ | 0.02 % | as of May 31, 2026 ↗ |
| Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 39,292 | 12.6M $ | 1.16 % | as of Jul 31, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 39,261 | 13.4M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Growth Fund JPMorgan Trust II | 38,979 | 13.3M $ | 0.51 % | as of Jun 30, 2026 ↗ |
| Mid Cap Growth Trust John Hancock Variable Insurance Trust | 37,803 | 12.9M $ | 1.47 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 37,192 | 12.7M $ | 0.43 % | as of Jun 30, 2026 ↗ |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 36,543 | 12.5M $ | 0.49 % | as of May 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 35,879 | 12.3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 35,000 | 12M $ | 0.91 % | as of Jun 30, 2026 ↗ |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 34,780 | 11.1M $ | 0.24 % | as of Jul 31, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 33,877 | 10.9M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Royce Premier Fund ROYCE FUND | 33,733 | 11.5M $ | 1.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 33,710 | 11.5M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 32,946 | 10.6M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 31,946 | 10.2M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 31,823 | 10.9M $ | 1.41 % | as of Jun 30, 2026 ↗ |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 31,700 | 10.8M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 31,360 | 10.7M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 28,490 | 9.7M $ | 0.38 % | as of May 31, 2026 ↗ |
| Fidelity Disciplined Equity Fund Fidelity Capital Trust | 27,660 | 8.9M $ | 0.38 % | as of Jul 31, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 27,626 | 9.4M $ | 0.37 % | as of May 31, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 27,577 | 9.4M $ | 0.33 % | as of Jun 30, 2026 ↗ |
| Small Cap Equity Portfolio GLENMEDE FUND INC | 27,247 | 8.7M $ | 0.84 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions | 3.76 % | as of Jun 30, 2026 ↗ |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 3.63 % | as of Jun 30, 2026 ↗ |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | 3.16 % | as of Jun 30, 2026 ↗ |
| TimesSquare Quality Mid Cap Growth ETF 2023 ETF Series Trust | 3.16 % | as of May 31, 2026 ↗ |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 3.02 % | as of Jun 30, 2026 ↗ |
| Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND | 2.90 % | as of Jun 30, 2026 ↗ |
| Tremblant Global ETF Managed Portfolio Series | 2.59 % | as of Jun 30, 2026 ↗ |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 2.42 % | as of Jun 30, 2026 ↗ |
| OAK HARVEST LONG/SHORT HEDGED EQUITY Capitol Series Trust | 2.30 % | as of May 31, 2026 ↗ |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 2.23 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 536 | +32 | 15,893,940 | -0.7 % |
| 2026Q2 | 504 | +30 | 16,004,644 | +1.9 % |
| 2026Q1 | 474 | 0 | 15,706,658 | -7.1 % |
| 2025Q4 | 474 | +16 | 16,902,729 | +0.1 % |
| 2025Q3 | 458 | +16 | 16,888,815 | +6.7 % |
| 2025Q2 | 442 | -34 | 15,832,250 | -5.5 % |
| 2025Q1 | 476 | +10 | 16,761,795 | -1.3 % |
| 2024Q4 | 466 | +9 | 16,977,564 | -5.1 % |
| 2024Q3 | 457 | +3 | 17,887,093 | +4.8 % |
| 2024Q2 | 454 | +23 | 17,068,350 | +7.1 % |
| 2024Q1 | 431 | +6 | 15,937,967 | -6.0 % |
| 2023Q4 | 425 | 16,958,465 |
Institutional managers
643 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,648,858 | 1.1B $ | as of Mar 31, 2026 |
| FMR LLC | 1,669,662 | 498.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,424,686 | 425.3M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,316,852 | 388.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,179,024 | 352M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,043,338 | 311.5M $ | as of Mar 31, 2026 |
| TD Asset Management Inc | 958,472 | 286.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 917,801 | 274M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 623,259 | 186M $ | as of Mar 31, 2026 |
| Boston Partners | 580,174 | 173.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 548,530 | 163.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 524,531 | 156.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 468,882 | 133.7M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 424,719 | 126.8M $ | as of Mar 31, 2026 |
| BAHL & GAYNOR INC | 401,833 | 120M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 390,584 | 116.6M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 369,040 | 110.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 357,164 | 106.6M $ | as of Mar 31, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | 353,950 | 105.7M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 331,109 | 98.8M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 326,665 | 97.5K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 319,237 | 95.3M $ | as of Mar 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 318,967 | 95.2M $ | as of Mar 31, 2026 |
| Paralel Advisors LLC | 300,000 | 89.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 292,605 | 87.3M $ | as of Mar 31, 2026 |
Declared shareholders of Evercore Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 5.06 % | 1,960,312 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Evercore Inc". https://titelia.com/en/stocks/evercore-inc-US29977A1051