EVERCORE INC CLASS A

EVERCORE INC CLASS A is a security (CUSIP 29977A105) tracked across SEC portfolio filings. 705 institutional managers reported $10.1B on Form 13F as of 2026-06-30; 67 registered fund positions totaling $1.2B via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 705 managers by value.

ManagerLocationValueShares
VANGUARD GROUP INCValley Forge, PA$1.3B3,840,147
BlackRock, Inc.New York, NY$1.1B3,648,858
FMR LLCBOSTON, MA$498.4M1,669,662
AQR CAPITAL MANAGEMENT LLCGreenwich, CT$388.1M1,316,852
STATE STREET CORPBOSTON, MA$352.0M1,179,024
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$311.5M1,043,338
MORGAN STANLEYNEW YORK, NY$274.0M917,801
Boston PartnersBOSTON, MA$209.8M614,517
TD Asset Management IncToronto, A6$208.0M609,109
WELLINGTON MANAGEMENT GROUP LLPBOSTON, MA$186.0M623,259
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$163.7M548,530
GOLDMAN SACHS GROUP INCNEW YORK, NY$156.6M524,531
Fisher Asset Management, LLCPLANO, TX$144.7M423,875
JPMORGAN CHASE & CONEW YORK, NY$133.7M468,882
Point72 Asset Management, L.P.Stamford, CT$116.6M390,584

Top fund holders (N-PORT)

Showing 15 of 67 fund positions by value.

FundRegistrantValue% of fund
State Street SPDR S&P MidCap 400SM ETF TrustSPDR S&P MIDCAP 400 ETF TRUST$348.1M143.74%
Fidelity ContrafundFidelity Contrafund$130.3M8.26%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$128.9M15.81%
SRH Total Return Fund, Inc.SRH Total Return Fund, Inc.$102.3M474.69%
THE HARTFORD GROWTH OPPORTUNITIES FUNDHARTFORD MUTUAL FUNDS II, INC$69.9M105.65%
VANGUARD PRIMECAP CORE FUNDVANGUARD FENWAY FUNDS$63.3M46.76%
T. Rowe Price All-Cap Opportunities FundT. Rowe Price All-Cap Opportunities Fund, Inc.$62.7M43.65%
SMALLCAP World Fund IncSMALLCAP World Fund Inc$46.5M5.74%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND$46.1M21.19%
LORD ABBETT DEVELOPING GROWTH FUND INCLORD ABBETT DEVELOPING GROWTH FUND, INC.$16.7M75.22%
Eaton Vance Tax-Managed Diversified Equity Income FundEaton Vance Tax-Managed Diversified Equity Income Fund$14.2M57.38%
Nomura Growth and Income FundDelaware Group Equity Funds IV$13.0M72.05%
Fidelity Advisor Stock Selector Mid Cap FundFidelity Advisor Series I$12.5M49.00%
Columbia Mid Cap Index FundCOLUMBIA FUNDS SERIES TRUST$9.4M37.06%
Large Cap Index Master PortfolioMaster Investment Portfolio$6.6M1.81%

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