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 | |
|---|---|---|---|---|
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 4,700 | 1.6M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 4,690 | 1.6M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Victory Pioneer Select Mid Cap Growth VCT Portfolio Victory Variable Insurance Funds II | 4,688 | 1.6M $ | 1.34 % | as of Jun 30, 2026 ↗ |
| PIMCO RAE US Small Fund PIMCO Equity Series | 4,446 | 1.5M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES | 4,431 | 1.5M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust | 4,305 | 1.5M $ | 0.97 % | as of May 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,297 | 1.5M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 4,258 | 1.4M $ | 0.35 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 4,244 | 1.4M $ | 0.18 % | as of Jul 31, 2026 ↗ |
| Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust | 4,235 | 1.4M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 4,213 | 1.4M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 4,173 | 1.3M $ | 0.17 % | as of Jul 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 4,069 | 1.4M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| TimesSquare Quality Mid Cap Growth ETF 2023 ETF Series Trust | 4,059 | 1.4M $ | 3.16 % | as of May 31, 2026 ↗ |
| Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust | 4,043 | 1.4M $ | 0.17 % | as of May 31, 2026 ↗ |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 4,012 | 1.4M $ | 2.42 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,996 | 1.3M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Knights of Columbus Long/Short Equity Fund ADVISORS' INNER CIRCLE III | 3,974 | 1.3M $ | 0.42 % | as of Jul 31, 2026 ↗ |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 3,925 | 1.3M $ | 0.45 % | as of Jul 31, 2026 ↗ |
| AQR Global Fund AQR Funds | 3,876 | 1.3M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 3,803 | 1.2M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 3,793 | 1.3M $ | 0.72 % | as of Jun 30, 2026 ↗ |
| Zacks Small/Mid Cap ETF Zacks Trust | 3,785 | 1.3M $ | 0.50 % | as of May 31, 2026 ↗ |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 3,700 | 1.3M $ | 1.15 % | as of Jun 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 3,660 | 1.2M $ | 0.19 % | as of Jun 30, 2026 ↗ |
| Inspire 100 ETF Northern Lights Fund Trust IV | 3,586 | 1.2M $ | 0.27 % | as of May 31, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 3,509 | 1.2M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 3,417 | 1.2M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Natixis Gateway Quality Income ETF Natixis ETF Trust | 3,366 | 1.1M $ | 0.45 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 3,349 | 1.1M $ | 0.32 % | as of Jun 30, 2026 ↗ |
| Hartford Large Cap Growth ETF Hartford Funds Exchange-Traded Trust | 3,310 | 1.1M $ | 0.53 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 3,289 | 1.1M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,253 | 1.1M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,228 | 1M $ | 0.18 % | as of Jul 31, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 3,154 | 1.1M $ | 0.33 % | as of Jun 30, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 3,142 | 1.1M $ | 0.02 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 3,138 | 1.1M $ | 0.06 % | as of May 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,136 | 1.1M $ | 0.18 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,110 | 1.1M $ | 0.02 % | as of May 31, 2026 ↗ |
| Eaton Vance Focused Growth Opportunities Fund Eaton Vance Growth Trust | 3,076 | 1M $ | 0.89 % | as of May 31, 2026 ↗ |
| DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 3,073 | 1M $ | 1.09 % | as of Jun 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,058 | 980.3K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Swedbank Robur Transfer 50 Swedbank Robur Fonder AB | 3,000 | 8.5M SEK | 0.08 % | as of Mar 31, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,998 | 1M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 2,989 | 958.2K $ | 0.34 % | as of Jul 31, 2026 ↗ |
| Victory Multi-Cap Fund Victory Portfolios | 2,900 | 990.2K $ | 0.17 % | as of Jun 30, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 2,891 | 987.1K $ | 0.36 % | as of Jun 30, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 2,829 | 965.9K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 2,797 | 955K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 2,723 | 929.7K $ | 0.30 % | as of Jun 30, 2026 ↗ |
| Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | 2,636 | 900K $ | 0.51 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 2,598 | 887.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 2,591 | 884.7K $ | 0.21 % | as of Jun 30, 2026 ↗ |
| Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust | 2,536 | 865.9K $ | 1.34 % | as of Jun 30, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 2,506 | 803.3K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 2,470 | 843.4K $ | 0.52 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,420 | 826.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,409 | 822.5K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,342 | 750.8K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,336 | 796.2K $ | 0.12 % | as of May 31, 2026 ↗ |
| Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC | 2,315 | 790.4K $ | 1.44 % | as of Jun 30, 2026 ↗ |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 2,300 | 785.3K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| AMG GW&K Small/Mid Cap Growth Fund AMG Funds IV | 2,260 | 724.5K $ | 1.69 % | as of Jul 31, 2026 ↗ |
| 1290 Essex Small Cap Growth Fund 1290 Funds | 2,205 | 706.8K $ | 0.61 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 2,138 | 730K $ | 0.21 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,137 | 729.7K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Driehaus Small/Mid Cap Growth Fund Driehaus Mutual Funds | 2,091 | 714K $ | 0.62 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,084 | 711.6K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Nomura VIP Opportunity Series Delaware VIP Trust | 2,067 | 705.8K $ | 0.81 % | as of Jun 30, 2026 ↗ |
| DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust | 2,034 | 652K $ | 1.82 % | as of Jul 31, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,005 | 684.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Systematic Core Fund VALIC Co I | 1,986 | 676.9K $ | 0.10 % | as of May 31, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,896 | 647.4K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 1,862 | 634.7K $ | 0.30 % | as of May 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 1,854 | 632K $ | 0.07 % | as of May 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 1,824 | 621.7K $ | 0.08 % | as of May 31, 2026 ↗ |
| Amplify Cash Flow Dividend Leaders ETF Amplify ETF Trust | 1,807 | 617K $ | 1.71 % | as of Jun 30, 2026 ↗ |
| Growth Opportunities Portfolio LORD ABBETT SERIES FUND INC | 1,799 | 614.3K $ | 0.72 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 1,795 | 611.8K $ | 0.15 % | as of May 31, 2026 ↗ |
| SMART Earnings Growth 30 ETF Tidal Trust I | 1,793 | 612.2K $ | 0.98 % | as of Jun 30, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,660 | 566.8K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 1,653 | 529.9K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,629 | 522.2K $ | 0.27 % | as of Jul 31, 2026 ↗ |
| NAA MID GROWTH FUND New Age Alpha Funds Trust | 1,592 | 543.6K $ | 0.71 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,592 | 510.3K $ | 0.18 % | as of Jul 31, 2026 ↗ |
| Developing Growth Portfolio LORD ABBETT SERIES FUND INC | 1,583 | 540.5K $ | 0.68 % | as of Jun 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,580 | 506.5K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 1,544 | 527.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 1,518 | 518.3K $ | 0.79 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,492 | 509.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 1,474 | 472.5K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,457 | 496.6K $ | 0.07 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,425 | 486.6K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 1,378 | 469.7K $ | 0.04 % | as of May 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,374 | 468.3K $ | 0.01 % | as of May 31, 2026 ↗ |
| ProShares Ultra MidCap400 ProShares Trust | 1,336 | 455.4K $ | 0.29 % | as of May 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 1,319 | 449.6K $ | 0.17 % | as of May 29, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 1,302 | 444.6K $ | 0.19 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,291 | 440.8K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| American Century U.S. Quality Value ETF American Century ETF Trust | 1,269 | 432.6K $ | 0.12 % | as of May 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