# 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

- Issuer: EVERCORE INC
- Class: CLASS A
- CUSIP: 29977A105
- Asset category: EC
- 13F holders: 705
- 13F value: $10.1B
- 13F period: 2026-06-30
- N-PORT fund positions: 67
- N-PORT value: $1.2B
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 705 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $1.3B | 3,840,147 |
| BlackRock, Inc. | New York, NY | $1.1B | 3,648,858 |
| FMR LLC | BOSTON, MA | $498.4M | 1,669,662 |
| [AQR CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/111883) | Greenwich, CT | $388.1M | 1,316,852 |
| STATE STREET CORP | BOSTON, MA | $352.0M | 1,179,024 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $311.5M | 1,043,338 |
| MORGAN STANLEY | NEW YORK, NY | $274.0M | 917,801 |
| Boston Partners | BOSTON, MA | $209.8M | 614,517 |
| TD Asset Management Inc | Toronto, A6 | $208.0M | 609,109 |
| WELLINGTON MANAGEMENT GROUP LLP | BOSTON, MA | $186.0M | 623,259 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $163.7M | 548,530 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $156.6M | 524,531 |
| [Fisher Asset Management, LLC](https://search.stillhousedata.com/firm/107342) | PLANO, TX | $144.7M | 423,875 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $133.7M | 468,882 |
| [Point72 Asset Management, L.P.](https://search.stillhousedata.com/firm/283077) | Stamford, CT | $116.6M | 390,584 |

## Top fund holders (N-PORT)

_Showing 15 of 67 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| State Street SPDR S&P MidCap 400SM ETF Trust | SPDR S&P MIDCAP 400 ETF TRUST | $348.1M | 143.74% |
| [Fidelity Contrafund](https://search.stillhousedata.com/fund/S000006037) | Fidelity Contrafund | $130.3M | 8.26% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $128.9M | 15.81% |
| SRH Total Return Fund, Inc. | SRH Total Return Fund, Inc. | $102.3M | 474.69% |
| [THE HARTFORD GROWTH OPPORTUNITIES FUND](https://search.stillhousedata.com/fund/S000004013) | HARTFORD MUTUAL FUNDS II, INC | $69.9M | 105.65% |
| [VANGUARD PRIMECAP CORE FUND](https://search.stillhousedata.com/fund/S000002581) | VANGUARD FENWAY FUNDS | $63.3M | 46.76% |
| [T. Rowe Price All-Cap Opportunities Fund](https://search.stillhousedata.com/fund/S000002104) | T. Rowe Price All-Cap Opportunities Fund, Inc. | $62.7M | 43.65% |
| [SMALLCAP World Fund Inc](https://search.stillhousedata.com/fund/S000009599) | SMALLCAP World Fund Inc | $46.5M | 5.74% |
| [VANGUARD EXPLORER FUND](https://search.stillhousedata.com/fund/S000002578) | VANGUARD EXPLORER FUND | $46.1M | 21.19% |
| [LORD ABBETT DEVELOPING GROWTH FUND INC](https://search.stillhousedata.com/fund/S000006834) | LORD ABBETT DEVELOPING GROWTH FUND, INC. | $16.7M | 75.22% |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | Eaton Vance Tax-Managed Diversified Equity Income Fund | $14.2M | 57.38% |
| [Nomura Growth and Income Fund](https://search.stillhousedata.com/fund/S000065929) | Delaware Group Equity Funds IV | $13.0M | 72.05% |
| [Fidelity Advisor Stock Selector Mid Cap Fund](https://search.stillhousedata.com/fund/S000005114) | Fidelity Advisor Series I | $12.5M | 49.00% |
| [Columbia Mid Cap Index Fund](https://search.stillhousedata.com/fund/S000010826) | COLUMBIA FUNDS SERIES TRUST | $9.4M | 37.06% |
| [Large Cap Index Master Portfolio](https://search.stillhousedata.com/fund/S000033023) | Master Investment Portfolio | $6.6M | 1.81% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/29977a105.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.