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EVERCORE INC CLASS A
EVERCORE INC CLASS A. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 229 Institutional holders with a total value of $1,824,015,715.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 2,780,638 143,899,000 7.89%
2 abrdn Investment Management Ltd 2,354,366 121,790,000 6.68%
3 BlackRock Fund Advisors 2,349,161 121,569,000 6.66%
4 WELLS FARGO & COMPANY/MN 2,315,301 119,817,000 6.57%
5 WELLINGTON MANAGEMENT GROUP LLP 1,970,989 101,998,000 5.59%
6 VIRTUS CAPITAL ADVISERS, LLC 986,731 51,063,000 2.80%
7 BlackRock Institutional Trust Company, N.A. 950,944 49,211,000 2.70%
8 Channing Capital Management, LLC 926,351 47,939,000 2.63%
9 DIMENSIONAL FUND ADVISORS LP 891,657 46,144,000 2.53%
10 RENAISSANCE TECHNOLOGIES LLC 868,000 44,919,000 2.46%
11 STATE STREET CORP 748,664 38,746,000 2.12%
12 Calamos Advisors LLC 745,183 38,563,000 2.11%
13 JPMORGAN CHASE & CO 735,553 38,064,000 2.09%
14 VOYA INVESTMENT MANAGEMENT LLC 693,082 35,867,000 1.97%
15 Invesco Ltd. 671,973 34,775,000 1.91%
16 Bank of New York Mellon Corp 644,052 33,330,000 1.83%
17 FRANKLIN RESOURCES INC 559,368 28,947,000 1.59%
18 PRINCIPAL FINANCIAL GROUP INC 520,974 26,960,000 1.48%
19 CHARTWELL INVESTMENT PARTNERS, LLC 462,368 23,928,000 1.31%
20 Junto Capital Management LP 456,954 23,647,000 1.30%
21 NORTHERN TRUST CORP 448,157 23,192,000 1.27%
22 MORGAN STANLEY 414,290 21,440,000 1.18%
23 MACQUARIE GROUP LTD 342,941 17,747,000 0.97%
24 NORGES BANK 337,043 17,442,000 0.96%
25 FIDUCIARY MANAGEMENT ASSOCIATES LLC 323,163 16,726,000 0.92%
26 AMERIPRISE FINANCIAL INC 319,107 16,512,000 0.91%
27 UBS Group AG 316,519 16,380,000 0.90%
28 STATE OF WISCONSIN INVESTMENT BOARD 303,645 15,714,000 0.86%
29 PANAGORA ASSET MANAGEMENT INC 301,025 15,578,000 0.85%
30 TEACHERS ADVISORS, LLC 300,936 15,573,000 0.85%
31 PALISADE CAPITAL MANAGEMENT, LP 278,110 14,392,000 0.79%
32 AMERICAN CENTURY COMPANIES INC 276,552 14,312,000 0.78%
33 OppenheimerFunds, Inc. 275,882 14,277,000 0.78%
34 MILLENNIUM MANAGEMENT LLC 263,511 13,637,000 0.75%
35 GEODE CAPITAL MANAGEMENT, LLC 253,368 13,111,000 0.72%
36 Copeland Capital Management, LLC 251,774 13,029,000 0.71%
37 RAINIER INVESTMENT MANAGEMENT LLC 208,470 10,789,000 0.59%
38 CASTLEARK MANAGEMENT LLC 192,956 9,985,000 0.55%
39 TIAA CREF INVESTMENT MANAGEMENT LLC 177,405 9,181,000 0.50%
40 Irving Magee Investment Management 171,969 8,899,000 0.49%
41 GOLDMAN SACHS GROUP INC 171,912 8,896,000 0.49%
42 SENTINEL ASSET MANAGEMENT, INC. 169,670 8,780,000 0.48%
43 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 167,502 8,669,000 0.48%
44 BAHL & GAYNOR INC 165,371 8,558,000 0.47%
45 PARAMETRIC PORTFOLIO ASSOCIATES LLC 160,596 8,311,000 0.46%
46 Retirement Systems of Alabama 156,000 8,073,000 0.44%
47 BALYASNY ASSET MANAGEMENT L.P. 155,146 8,029,000 0.44%
48 RUSSELL FRANK CO/ 154,996 8,020,000 0.44%
49 LOMBARDIA CAPITAL PARTNERS LLC 148,078 7,663,000 0.42%
50 WEATHERBIE CAPITAL, LLC 144,649 7,486,000 0.41%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.