Evercore Inc. EVR
CIK 0001360901 · CUSIP 29977A105
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | VANGUARD GROUP INC CIK 102909 · View history | $1.06B 3,836,676 shares | 0.02% | -5.78K(-0.20%)Reduced | SEC filing ↗ Feb 11, 2025 | ▾ |
| 02 | BlackRock, Inc. CIK 2012383 · View history | $990.44M 3,573,149 shares | 0.02% | +72.57K(+2.10%)Added | SEC filing ↗ Feb 7, 2025 | ▾ |
| 03 | Boston Partners CIK 1386060 · View history | $406.16M 1,465,132 shares | 0.49% | -19.04K(-1.30%)Reduced | SEC filing ↗ Feb 11, 2025 | ▾ |
| 04 | Invesco Ltd. CIK 914208 · View history | $394.65M 1,423,753 shares | 0.07% | +137.43K(+10.70%)Added | SEC filing ↗ Feb 13, 2025 | ▾ |
| 05 | STATE STREET CORP CIK 93751 · View history | $311.69M 1,124,459 shares | 0.01% | +25.30K(+2.30%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 06 | FMR LLC CIK 315066 · Amended · View history | $286.67M 1,034,214 shares | 0.02% | +582.39K(+128.90%)Added | SEC filing ↗ Nov 5, 2026 | ▾ |
| 07 | TD Asset Management Inc CIK 1056053 · View history | $265.08M 956,327 shares | 0.23% | -101.40K(-9.60%)Reduced | SEC filing ↗ Feb 11, 2025 | ▾ |
| 08 | WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · Amended · View history | $237.14M 855,517 shares | 0.04% | -512.61K(-37.50%)Reduced | SEC filing ↗ Feb 12, 2025 | ▾ |
| 09 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 912938 · View history | $214.68M 774,470 shares | 0.07% | -133.30K(-14.70%)Reduced | SEC filing ↗ Feb 12, 2025 | ▾ |
| 10 | LORD, ABBETT & CO. LLC CIK 728100 · View history | $209.28M 755,018 shares | 0.66% | -167.96K(-18.20%)Reduced | SEC filing ↗ Feb 14, 2025 | ▾ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $206.34M 744,232 shares | 0.02% | +26.02K(+3.60%)Added | SEC filing ↗ Feb 12, 2025 | ▾ |
| 12 | FULLER & THALER ASSET MANAGEMENT, INC. CIK 1082327 · View history | $191.95M 692,503 shares | 0.73% | -40.50K(-5.50%)Reduced | SEC filing ↗ Feb 14, 2025 | ▾ |
| 13 | JPMORGAN CHASE & CO CIK 19617 · View history | $171.73M 619,551 shares | 0.01% | -183.36K(-22.80%)Reduced | SEC filing ↗ Feb 12, 2025 | ▾ |
| 14 | MORGAN STANLEY CIK 895421 · Amended · View history | $143.81M 518,818 shares | 0.01% | -21.17K(-3.90%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 15 | NORGES BANK CIK 1374170 · View history | $133.26M 480,743 shares | 0.02% | +53.32K(+12.50%)Added | SEC filing ↗ Feb 12, 2025 | ▾ |
| 16 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $131.95M 475,998 shares | 0.03% | -115.88K(-19.60%)Reduced | SEC filing ↗ Feb 13, 2025 | ▾ |
| 17 | BAHL & GAYNOR INC CIK 872259 · View history | $124.38M 448,718 shares | 0.66% | +12.80K(+2.90%)Added | SEC filing ↗ Feb 6, 2025 | ▾ |
| 18 | Bank of New York Mellon Corp CIK 1390777 · View history | $102.35M 369,247 shares | 0.02% | -6.79K(-1.80%)Reduced | SEC filing ↗ Feb 4, 2025 | ▾ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history | $99.38M 358,540 shares | 0.02% | -7.49K(-2.00%)Reduced | SEC filing ↗ Feb 6, 2025 | ▾ |
| 20 | PRICE T ROWE ASSOCIATES INC /MD/ CIK 80255 · View history | $89.62M 323,324 shares | 0.01% | +300.03K(+1,288.10%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
Showing 20 / 587 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 587 reporting institutions.
This page includes 20 of 587 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 587 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"29977A105","quarter":"2024Q4","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.