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 €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 30 | 9K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 24 | 7.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 19 | 6.1K $ | 0.25 % | as of Apr 30, 2026 ↗ |
| SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST | 19 | 6.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| NPF Core Equity ETF Elevation Series Trust | 14 | 4.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 13 | 4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| LISGOMAR, SICAV, S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 117.6K € | 1.74 % | as of Dec 31, 2025 ↗ |
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 | 3.66 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 Capital Management | 5.02 % | 1,989,795 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Evercore Inc". https://titelia.com/en/stocks/evercore-inc-US29977A1051