Titelia

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 €
FundSharesValueWeight in fund
NYLIM VP Schroders Mid Cap Opportunities Portfolio NYLIM VP FUNDS TRUST 26,8219.2M $1.26 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 26,7139.1M $1.60 %as of Jun 30, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 26,6928.6M $0.59 %as of Jul 31, 2026 ↗
Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 26,3579M $1.31 %as of Jun 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 25,7588.8M $0.15 %as of Jun 30, 2026 ↗
THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC 25,3838.1M $0.13 %as of Jul 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 25,3638.1M $0.18 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 25,3448.7M $0.02 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 25,1438.6M $0.36 %as of Jun 30, 2026 ↗
Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust 24,7008.4M $0.92 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 24,0458.2M $0.45 %as of May 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 23,9317.7M $0.33 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 23,5098M $0.04 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 23,3897.5M $0.02 %as of Jul 31, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 23,3398M $0.56 %as of Jun 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 23,2857.9M $1.06 %as of May 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 23,2817.9M $0.25 %as of Jun 30, 2026 ↗
Boston Trust SMID Cap Fund Boston Trust Walden Funds 23,2257.9M $1.02 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 23,1767.9M $0.27 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 22,9717.8M $0.02 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 22,4807.7M $0.29 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 21,9787.5M $0.02 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 21,8437.4M $0.03 %as of May 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,3006.8M $0.35 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 21,1386.8M $0.02 %as of Jul 31, 2026 ↗
Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 20,9997.2M $1.24 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 20,8367.1M $0.02 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 20,2886.9M $0.01 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 20,1746.9M $0.12 %as of May 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 19,8366.4M $0.56 %as of Jul 31, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 19,8006.3M $0.25 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 19,6176.7M $1.60 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 19,5486.7M $0.04 %as of May 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 19,4006.2M $0.11 %as of Jul 31, 2026 ↗
PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds 18,5305.9M $0.10 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 18,4585.9M $0.24 %as of Jul 31, 2026 ↗
LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,3166.3M $0.76 %as of Jun 30, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 18,0006.1M $0.07 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 17,9446.1M $0.36 %as of Jun 30, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,8946.1M $0.81 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 17,8796.1M $0.12 %as of May 29, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 17,8656.1M $0.36 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 17,6506M $0.17 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 17,6396M $0.02 %as of Jun 30, 2026 ↗
Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC 17,5246M $0.75 %as of May 31, 2026 ↗
MML VIP Invesco Discovery Mid Cap Fund MML Series Investment Fund II 17,3555.9M $1.32 %as of Jun 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 17,3005.5M $0.18 %as of Jul 31, 2026 ↗
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 17,1935.5M $2.03 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 17,1565.8M $0.12 %as of May 31, 2026 ↗
Calvert Balanced Fund Calvert Social Investment Fund 17,1005.8M $0.40 %as of Jun 30, 2026 ↗
WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust 16,9875.4M $0.92 %as of Jul 31, 2026 ↗
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 16,9145.8M $3.76 %as of Jun 30, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 16,8495.8M $0.53 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 16,2365.2M $1.08 %as of Jul 31, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 15,8755.4M $0.28 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 15,8455.4M $0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust 15,8145.4M $0.07 %as of Jun 30, 2026 ↗
SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST 15,7965.1M $1.87 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15,6615M $0.25 %as of Jul 31, 2026 ↗
Bahl & Gaynor Dividend ETF ETF Series Solutions 15,5865.3M $0.66 %as of Jun 30, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 15,5005.3M $0.11 %as of Jun 30, 2026 ↗
AQR Large Cap Defensive Style Fund AQR Funds 15,4815.3M $0.49 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 15,3435.2M $0.04 %as of May 31, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 14,8775.1M $0.91 %as of Jun 30, 2026 ↗
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 14,8504.8M $0.93 %as of Jul 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 14,7894.7M $0.35 %as of Jul 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 14,7595M $0.16 %as of May 31, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 14,6964.7M $0.19 %as of Jul 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 14,5905M $0.02 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 14,4944.6M $0.03 %as of Jul 31, 2026 ↗
Convergence Long/Short Equity ETF Trust for Professional Managers 14,3954.9M $0.80 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 14,2904.6M $0.17 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 14,2014.6M $0.04 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 14,1754.8M $0.58 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 14,1014.5M $0.03 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 14,0184.5M $0.34 %as of Jul 31, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 13,9004.7M $3.63 %as of Jun 30, 2026 ↗
Stock Portfolio Stock Portfolio 13,8004.7M $0.60 %as of Jun 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 13,7694.7M $0.36 %as of Jun 30, 2026 ↗
NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust 13,7474.7M $1.32 %as of Jun 30, 2026 ↗
Tremblant Global ETF Managed Portfolio Series 13,6734.7M $2.59 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 13,4284.6M $0.36 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 13,3954.6M $0.35 %as of Jun 30, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 13,3464.6M $1.27 %as of Jun 30, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 12,9944.2M $1.14 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 12,9264.4M $0.18 %as of May 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 12,8474.4M $0.50 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,8414.4M $0.14 %as of Jun 30, 2026 ↗
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 12,8234.4M $0.34 %as of Jun 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 12,7314.3M $0.35 %as of Jun 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 12,7094.3M $0.40 %as of May 31, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 12,6034.3M $0.62 %as of Jun 30, 2026 ↗
Victory Value Fund Victory Portfolios III 12,5314M $0.27 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 12,4624.3M $0.02 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 12,4494.2M $0.30 %as of May 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 12,4154M $0.02 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 12,3904.2M $0.25 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 12,3844M $0.03 %as of Jul 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 12,1464.1M $0.56 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 12,0234.1M $0.13 %as of Jun 30, 2026 ↗

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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.

FundWeight 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.

QuarterShareholdersChangeSharesChange
2026Q3536+3215,893,940-0.7 %
2026Q2504+3016,004,644+1.9 %
2026Q1474015,706,658-7.1 %
2025Q4474+1616,902,729+0.1 %
2025Q3458+1616,888,815+6.7 %
2025Q2442-3415,832,250-5.5 %
2025Q1476+1016,761,795-1.3 %
2024Q4466+916,977,564-5.1 %
2024Q3457+317,887,093+4.8 %
2024Q2454+2317,068,350+7.1 %
2024Q1431+615,937,967-6.0 %
2023Q442516,958,465

Institutional managers

643 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.3,648,8581.1B $as of Mar 31, 2026
FMR LLC1,669,662498.4M $as of Mar 31, 2026
Invesco Ltd.1,424,686425.3M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,316,852388.1M $as of Mar 31, 2026
STATE STREET CORP1,179,024352M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,043,338311.5M $as of Mar 31, 2026
TD Asset Management Inc958,472286.1M $as of Mar 31, 2026
MORGAN STANLEY917,801274M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP623,259186M $as of Mar 31, 2026
Boston Partners580,174173.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP548,530163.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC524,531156.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO468,882133.7M $as of Mar 31, 2026
Fisher Asset Management, LLC424,719126.8M $as of Mar 31, 2026
BAHL & GAYNOR INC401,833120M $as of Mar 31, 2026
Point72 Asset Management, L.P.390,584116.6M $as of Mar 31, 2026
Balyasny Asset Management L.P.369,040110.2M $as of Mar 31, 2026
NORTHERN TRUST CORP357,164106.6M $as of Mar 31, 2026
PRIMECAP MANAGEMENT CO/CA/353,950105.7M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.331,10998.8M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/326,66597.5K $as of Mar 31, 2026
Bank of New York Mellon Corp319,23795.3M $as of Mar 31, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.318,96795.2M $as of Mar 31, 2026
Paralel Advisors LLC300,00089.6M $as of Mar 31, 2026
UBS Group AG292,60587.3M $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.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.06 %1,960,312as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Evercore Inc". https://titelia.com/en/stocks/evercore-inc-US29977A1051