Titelia

Fund shareholders of Evercore Inc

ISIN US29977A1051 · United States · LEI 529900P6KLPT95DW3W58

Fund shareholders
507
Of which ETFs
121 386 other funds
Value held
4.9B $ 38.8M SEK · 117.6K €
FundSharesValueWeight in fund
Small Cap Equity Portfolio GLENMEDE FUND INC 28,8859.3M $0.94 %as of Apr 30, 2026 ↗
NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 28,8648.6M $1.34 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 28,5338.5M $1.51 %as of Mar 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 28,5218.8M $0.34 %as of Feb 28, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 27,4008.2M $0.49 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 26,5368.5M $0.44 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 25,7297.7M $0.02 %as of Mar 31, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 25,6928.3M $0.59 %as of Apr 30, 2026 ↗
Mid Cap Index Fund Northern Funds 24,3467.3M $0.35 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 24,1897.2M $0.15 %as of Mar 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 23,9317.7M $0.35 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 23,0606.9M $1.65 %as of Mar 31, 2026 ↗
Nomura VIP Growth and Income Series Delaware VIP Trust 23,0236.9M $0.76 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 22,7507.3M $0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 22,7206.8M $0.28 %as of Mar 31, 2026 ↗
US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 22,5316.7M $1.76 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 22,4246.9M $0.03 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 22,3606.9M $0.02 %as of Feb 28, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 22,2326.6M $0.28 %as of Mar 31, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 22,1036.6M $1.03 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 21,9786.6M $0.02 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 21,8796.8M $0.41 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 21,5366.7M $0.04 %as of Feb 28, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 21,3006.8M $0.35 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 21,1666.3M $0.01 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 20,5066.1M $0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 20,4486.3M $0.04 %as of Feb 28, 2026 ↗
iShares U.S. Financials ETF iShares Trust 20,2986.5M $0.19 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 20,0466.4M $0.02 %as of Apr 30, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 19,7155.9M $0.10 %as of Mar 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 19,4006.2M $0.12 %as of Apr 30, 2026 ↗
LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,1695.7M $0.76 %as of Mar 31, 2026 ↗
PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds 18,5306M $0.11 %as of Apr 30, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 18,2005.4M $0.07 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 18,1145.4M $0.02 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 18,0725.4M $0.36 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 17,9875.4M $0.36 %as of Mar 31, 2026 ↗
PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds 17,9005.8M $0.13 %as of Apr 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 17,8805.7M $0.24 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 17,6625.7M $0.19 %as of Apr 30, 2026 ↗
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 17,4605.6M $2.12 %as of Apr 30, 2026 ↗
NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust 17,2645.2M $0.58 %as of Mar 31, 2026 ↗
Calvert Balanced Fund Calvert Social Investment Fund 17,1005.1M $0.37 %as of Mar 31, 2026 ↗
WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust 16,9875.5M $0.91 %as of Apr 30, 2026 ↗
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 16,5524.9M $3.66 %as of Mar 31, 2026 ↗
SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST 16,4495.3M $1.74 %as of Apr 30, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 16,2454.8M $1.68 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 16,1004.8M $0.11 %as of Mar 31, 2026 ↗
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 15,8215.1M $0.99 %as of Apr 30, 2026 ↗
Bahl & Gaynor Dividend ETF ETF Series Solutions 15,8174.7M $0.66 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 15,5845M $0.36 %as of Apr 30, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 15,5774.6M $0.41 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 15,5254.6M $0.00 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15,1404.9M $0.24 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 14,9924.8M $0.04 %as of Apr 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 14,7974.8M $0.36 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 14,5814.4M $0.36 %as of Mar 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 14,2404.4M $0.15 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 14,2014.6M $0.04 %as of Apr 30, 2026 ↗
Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 14,1914.2M $0.84 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 14,1754.2M $0.57 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 14,1014.5M $0.04 %as of Apr 30, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 14,0574.5M $0.21 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 13,9494.3M $0.58 %as of Feb 28, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 13,9004.1M $3.62 %as of Mar 31, 2026 ↗
Stock Portfolio Stock Portfolio 13,8004.1M $0.57 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 13,7394.1M $0.35 %as of Mar 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 13,7374.1M $0.18 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 13,6904.1M $0.16 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 13,6044.4M $0.18 %as of Apr 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 13,5664.2M $0.38 %as of Feb 28, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 13,5624.2M $0.45 %as of Feb 28, 2026 ↗
MML Invesco Discovery Mid Cap Fund MML Series Investment Fund II 13,5554M $1.49 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 13,5304M $0.36 %as of Mar 31, 2026 ↗
Tremblant Global ETF Managed Portfolio Series 13,4814M $2.61 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 13,4724.2M $0.04 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 13,2454M $0.28 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 13,1614.1M $0.17 %as of Feb 28, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 13,1273.9M $0.35 %as of Mar 31, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 12,9944.2M $1.12 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,9613.9M $0.15 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 12,9034.1M $0.04 %as of Apr 30, 2026 ↗
Victory Value Fund Victory Portfolios III 12,5314M $0.28 %as of Apr 30, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 12,4763.7M $0.49 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 12,4154M $0.02 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 12,3033.7M $0.02 %as of Mar 31, 2026 ↗
Boston Trust SMID Cap Fund Boston Trust Walden Funds 12,2323.7M $0.53 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 12,1923.9M $0.02 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 12,1083.7M $0.27 %as of Feb 28, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 12,0233.6M $0.12 %as of Mar 31, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 11,9863.6M $1.02 %as of Mar 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 11,9473.6M $0.49 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,9123.8M $0.05 %as of Apr 30, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 11,8473.5M $1.24 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 11,7883.8M $0.40 %as of Apr 30, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 11,5443.7M $0.18 %as of Apr 30, 2026 ↗
AQR Multi-Asset Fund AQR Funds 11,3543.4M $0.15 %as of Mar 31, 2026 ↗
NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust 11,3373.4M $1.28 %as of Mar 31, 2026 ↗
AST Large-Cap Growth Portfolio Advanced Series Trust 11,3343.4M $0.05 %as of Mar 31, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,3093.4M $0.36 %as of Mar 31, 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 3.66 %as of Mar 31, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 3.62 %as of Mar 31, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 3.34 %as of Mar 31, 2026 ↗
TimesSquare Quality Mid Cap Growth ETF 2023 ETF Series Trust 3.34 %as of Feb 28, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 3.10 %as of Mar 31, 2026 ↗
Tremblant Global ETF Managed Portfolio Series 2.61 %as of Mar 31, 2026 ↗
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 2.61 %as of Mar 31, 2026 ↗
Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND 2.29 %as of Mar 31, 2026 ↗
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 2.12 %as of Apr 30, 2026 ↗
Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust 1.95 %as of Mar 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
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 Capital Management 5.02 %1,989,795as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

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