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Disclosery

EVR EVERCORE INC

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Stock (common), issuer CIK 1360901

571 managers (585 13F filers) reported a position in EVR shares at 2024-12-31, 33,284,001 shares in all. 90 filers opened a position and 36 filers sold out during the quarter.

Managers
571
13F filers
585
New
90
Added
191
Reduced
199
Sold out
36
Shares held by filers
33,284,001

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 2 filers holding3,845,338$1.07B-5,562Timeline
BlackRock, Inc.in group BlackRock, Inc.3,573,149$990M0.02%+72,56813F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding1,664,169$461M-51,191Timeline
Invesco Ltd.in group Invesco Ltd.1,423,753$395M0.07%+137,43113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,124,459$312M0.01%+25,29913F-HRTimelineGroup
FMR LLCin group FMR LLC1,034,214$287M0.02%+582,39213F-HRTimelineGroup
TD Asset Management Inc956,327$265M0.23%-101,40313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…855,517$237M0.04%-512,61213F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…774,470$215M0.07%-133,29713F-HRTimelineGroup
LORD, ABBETT & CO. LLC755,018$209M0.66%-167,96013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC744,232$206M0.02%+26,02413F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.692,503$192M0.73%-40,50113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO619,551$172M0.01%-183,36113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY518,818$144M0.01%-21,17413F-HR/ATimelineGroup
NORGES BANK480,743$133M0.02%+53,32013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP475,998$132M0.03%-115,87613F-HRTimelineGroup
Bahl & Gaynor LLC448,718$124M0.66%+12,79713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp369,247$102M0.02%-6,78513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co358,540$99.4M0.02%-7,48813F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/323,324$89.6M0.01%+300,03213F-HRTimeline
Fisher Asset Management, LLC319,267$88.5M0.04%-96113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC305,131$84.6M0.02%+86,34613F-HRTimelineGroup
PRIMECAP MANAGEMENT CO/CA/302,670$83.9M0.06%-47,85013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP301,514$83.6M0.01%+33,16213F-HRTimelineGroup
Paralel Advisors LLC300,000$83.2M3.55%013F-HRTimeline
UBS Group AGgroup of 2 filers holding287,054$79.6M+133,405Timeline
JACOBS LEVY EQUITY MANAGEMENT, INC271,487$75.3M0.27%+10,01213F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding253,943$70.4M+113,764Timeline
Driehaus Capital Management LLC252,732$70.1M0.58%+11,87713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding251,735$69.8M-8,616Timeline
Nuveen Asset Management, LLCin group TIAA226,851$62.9M0.02%-30,81613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC226,804$62.9M0.05%+47,11213F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD210,050$58.2M0.07%+3,18913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC207,425$57.5M0.07%+56,92313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC205,198$56.9M0.02%13F-HR/ATimelineGroup
Stephens Investment Management Group LLCin group Stephens Investment Managemen…202,642$56.2M0.75%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/188,721$52.3M<0.01%-13,62113F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …186,172$51.6M0.13%+71,43913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding170,519$47.3M+6,489Timeline
Qube Research & Technologies Ltd156,390$43.3M0.07%+93,03713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC150,067$41.6M0.02%-28,78613F-HRTimelineGroup
Global Alpha Capital Management Ltd.149,970$41.6M3.02%-7,19013F-HRTimeline
COOKSON PEIRCE & CO INC136,438$37.8M1.71%-66913F-HRTimeline
BRAUN STACEY ASSOCIATES INC132,691$36.8M1.37%-5,46713F-HRTimeline
Channing Capital Management, LLC132,120$36.6M0.98%-138,52713F-HRTimeline
ProShare Advisors LLC128,172$35.5M0.08%-7,85113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC122,873$34.1M0.03%+49013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP119,009$33.1M0.03%-34,18613F-HRTimeline
Artemis Investment Management LLP116,229$32.2M0.46%new13F-HRTimeline
Retirement Systems of Alabama113,516$31.5M0.12%-26113F-HRTimeline
Man Group plcin group Man Group plc110,053$30.5M0.09%-41313F-HRTimelineGroup
STRS OHIO105,000$29.1M0.12%-5,92813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding102,962$28.5M-20,009Timeline
RHUMBLINE ADVISERS97,178$26.9M0.02%+20513F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…91,953$25.5M0.07%-3,04613F-HRTimelineGroup
FRONTIER CAPITAL MANAGEMENT CO LLC90,133$25M0.24%-56,37713F-HRTimeline
GREAT LAKES ADVISORS, LLC88,717$24.6M0.21%-3,17813F-HRTimeline
TUDOR INVESTMENT CORP ET AL86,367$23.9M0.25%-30,93613F-HRTimeline
Broad Bay Capital Management, LP86,000$23.8M3.85%new13F-HRTimeline
Nicholas Investment Partners, LP82,704$22.9M2.02%+3,47213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN77,750$21.6M0.01%+18,19613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…76,786$21.3M0.03%+6,99813F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.76,420$21.2M1.24%013F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC75,716$21M1.19%+6,27113F-HRTimeline
ROYCE & ASSOCIATES LP73,550$20.4M0.19%-27,37413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA72,955$20.2M0.1%-36,84713F-HRTimelineGroup
Moran Wealth Management, LLC72,803$20.2M0.64%-2,25513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…72,780$20.2M0.12%+13,06213F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD72,578$20.1M0.05%+3,58913F-HRTimeline
Swiss National Bank71,600$19.8M0.01%+20013F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC70,804$19.7M0.05%-24,56213F-HR/ATimeline
California Public Employees Retirement …70,584$19.6M0.01%-5,15813F-HR/ATimeline
Legal & General Group Plcin group Legal & General Group Plc69,673$19.3M0.01%-63013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC66,344$18.4M0.02%-324,41413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,575$17.9M<0.01%-6,02113F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …62,797$17.4M0.01%+49,87713F-HRTimelineGroup
Nitorum Capital, L.P.61,691$17.1M1.97%-12,88013F-HRTimeline
Epoch Investment Partners, Inc.60,651$16.8M0.08%-210,31413F-HRTimeline
ALLIANCEBERNSTEIN L.P.59,221$16.4M0.01%-3,14213F-HRTimeline
CCM INVESTMENT ADVISERS LLC58,606$16.2M1.8%-7,52113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,077$15.8M<0.01%+3,12013F-HRTimelineGroup
GW&K Investment Management, LLC56,507$15.7M0.13%-5613F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND56,154$15.6M0.02%-34,69213F-HR/ATimeline
AE Wealth Management LLC53,481$14.8M0.13%+7,03513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE51,696$14.3M0.02%-1,69713F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…50,754$14.1M0.03%-12913F-HRTimeline
Trexquant Investment LP46,699$12.9M0.15%+29,91513F-HRTimeline
Dorsey Wright & Associates43,822$12.1M2.9%+59913F-HRTimeline
Rheos Capital Works Inc.43,000$11.9M0.66%+6,00013F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…42,020$11.6M0.03%-28,06113F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC41,653$11.5M0.34%-8,83213F-HRTimeline
KETTLE HILL CAPITAL MANAGEMENT, LLC41,601$11.5M2.5%new13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.40,064$11.1M0.06%-2,09813F-HRTimelineGroup
Cresset Asset Management, LLC40,058$11.1M0.05%-4,50913F-HRTimeline
Jackson Wealth Management, LLC39,803$11M1.25%+21113F-HRTimeline
CASTLEARK MANAGEMENT LLC39,120$10.8M0.38%-5,76013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD38,603$10.7M0.05%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC37,389$10.4M0.01%+13,13813F-HR/ATimelineGroup
Morse Asset Management, Inc37,054$10.3M2.35%+25413F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD36,500$10.1M0.01%013F-HRTimeline
Ceredex Value Advisors LLC36,250$10M0.2%+6,62513F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…36,245$10M0.02%-22013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO35,908$9.95M0.01%-3,63213F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS35,512$9.84M0.04%+6,53113F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …34,531$9.57M0.02%13F-HRTimelineGroup
Amundiin group Amundi34,720$9.52M<0.01%+26,49413F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…34,031$9.43M0.01%-85013F-HR/ATimeline
Bridgewater Associates, LP33,255$9.22M0.04%+8,49213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC32,717$9.07M0.06%+4,93413F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.32,449$8.99M0.07%+2,83513F-HRTimeline
LPL Financial LLC32,213$8.93M<0.01%+13,95713F-HRTimeline
APPLETON PARTNERS INC/MA31,424$8.71M0.64%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,048$8.61M0.01%+21,78513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,929$8.57M0.01%+7,55213F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC30,818$8.54M0.01%-49013F-HR/ATimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…30,695$8.51M0.49%+10513F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co30,699$8.51M0.01%-2,58613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,877$8.28M0.02%-24,48313F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC29,782$8.26M0.11%-40113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …29,648$8.22M0.01%-71213F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP29,269$8.11M0.01%+8,38713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,321$7.85M0.01%+27,39413F-HRTimelineGroup
Verdence Capital Advisors LLC28,315$7.85M0.63%+18313F-HRTimeline
Edgestream Partners, L.P.27,730$7.69M0.33%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC27,715$7.68M0.06%+1,08213F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC27,510$7.63M0.01%-4,95113F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC26,815$7.43M0.07%+25,15213F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…26,176$7.26M0.28%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC25,406$7.03M0.02%+2,22913F-HRTimelineGroup
Sarasin & Partners LLPin group Sarasin & Partners LLP25,000$6.93M0.08%013F-HRTimelineGroup
Ensign Peak Advisors, Inc24,414$6.77M0.01%-4,61313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…23,406$6.49M0.02%+3,84113F-HRTimeline
Engineers Gate Manager LP23,010$6.38M0.11%+17,41413F-HRTimeline
Alberta Investment Management Corp22,813$6.32M0.04%-6,39813F-HRTimeline
Empowered Funds, LLC21,906$6.07M0.09%+1,92313F-HRTimeline
Gotham Asset Management, LLC21,433$5.94M0.06%-1,15913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,365$5.92M0.02%+54713F-HR/ATimelineGroup
Natixis Investment Managersgroup of 2 filers holding20,476$5.68M-22,812Timeline
ALGERT GLOBAL LLC20,179$5.59M0.13%+7,05913F-HR/ATimeline
MetLife Investment Management, LLCin group MetLife Investment Management…19,967$5.53M0.03%+1,53613F-HRTimelineGroup
Aquatic Capital Management LLC19,832$5.5M0.15%new13F-HRTimeline
Quantinno Capital Management LP19,244$5.33M0.05%+1,65613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC18,713$5.19M0.01%new13F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…18,702$5.18M0.06%-56813F-HRTimelineGroup
1832 Asset Management L.P.18,565$5.15M0.01%new13F-HRTimeline
Global IMC LLC18,292$5.07M0.91%+1113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC18,293$5.07M0.01%-7,40013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC18,200$5.04M0.01%+16,80013F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC18,090$5.01M0.02%new13F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO18,083$5.01M0.88%new13F-HRTimeline
F/m Investments LLC17,525$4.86M0.18%-58,19713F-HRTimeline
AMALGAMATED BANK17,168$4.76M0.04%-29813F-HRTimeline
Advisors Capital Management, LLC17,153$4.75M0.07%+88813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,042$4.72M<0.01%+6,73213F-HRTimelineGroup
Monument Capital Management16,724$4.64M1.28%-40213F-HRTimeline
Advisory Services Network, LLC16,720$4.63M0.09%+3,54313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson16,665$4.62M<0.01%013F-HRTimelineGroup
Informed Momentum Co LLC16,664$4.62M0.65%-38213F-HRTimeline
Treasurer of the State of North Carolina16,662$4.62M0.02%+13113F-HRTimeline
Legato Capital Management LLC16,657$4.62M0.6%+94813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\16,583$4.6M<0.01%+8,59713F-HR/ATimelineGroup
Centiva Capital, LP16,202$4.49M0.17%+9,11013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…16,072$4.46M0.04%-1,84513F-HRTimeline
EFG Asset Management (North America) Co…15,489$4.29M0.59%+4,42513F-HRTimeline
COMERICA BANK15,332$4.25M0.02%-6713F-HR/ATimeline
Lisanti Capital Growth, LLC15,220$4.22M1.01%+6,45513F-HRTimeline
Mariner, LLCin group Mariner, LLC15,138$4.2M0.01%+46313F-HRTimelineGroup
PEREGRINE INVESTMENT MANAGEMENT INC15,080$4.18M2.42%13F-HRTimeline
Harbor Advisors LLC15,000$4.16M0.65%013F-HRTimeline
Tribune Investment Group LP15,000$4.16M2.33%13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A14,946$4.14M0.01%+5,00713F-HRTimelineGroup
Centric Wealth Management14,863$4.12M1.11%-19713F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG14,696$4.07M0.04%013F-HRTimelineGroup
State of Tennessee, Department of Treas…14,365$3.98M0.01%-40513F-HRTimeline
TD Waterhouse Canada Inc.14,269$3.95M0.03%+4,08713F-HRTimeline
Quantbot Technologies LP13,588$3.77M0.14%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13,505$3.74M<0.01%+1,07913F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding13,352$3.7M-331Timeline
TREMBLANT CAPITAL GROUPin group TREMBLANT CAPITAL GROUP13,245$3.67M0.39%+1,72813F-HRTimelineGroup
Police & Firemen's Retirement System of…13,033$3.61M0.04%13F-HRTimeline
Bridge City Capital, LLC13,022$3.61M0.96%+11413F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,970$3.6M0.04%-58513F-HRTimeline
Catalyst Capital Advisors LLC12,850$3.56M0.08%+25013F-HRTimeline
South Dakota Investment Council12,822$3.55M0.07%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,789$3.54M<0.01%+1,82113F-HRTimelineGroup
Cetera Investment Advisers12,304$3.41M0.01%+1,64313F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…12,099$3.35M0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC12,048$3.34M0.03%+19613F-HRTimeline
Orion Portfolio Solutions, LLC12,048$3.34M0.03%+19613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,014$3.33M0.01%-19213F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding11,982$3.32M+11,762Timeline
SRH ADVISORS, LLC11,900$3.3M0.98%013F-HRTimeline
HANCOCK WHITNEY CORP11,140$3.09M0.1%-2,01913F-HRTimeline
DENALI ADVISORS LLC11,074$3.07M0.32%new13F-HRTimeline
FJ Capital Management LLC10,928$3.03M0.35%new13F-HRTimeline
Verition Fund Management LLC10,898$3.02M0.02%+6,74613F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC10,721$2.97M0.53%-1,68613F-HRTimeline
IEQ CAPITAL, LLC10,709$2.97M0.03%+9,14313F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,570$2.93M0.02%+3313F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,068$2.79M0.09%new13F-HRTimeline