Dark
Light
System
Security
EVERCORE INC CLASS A
EVERCORE INC CLASS A. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 229 Institutional holders with a total value of $1,851,465,970.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLINGTON MANAGEMENT GROUP LLP 2,963,540 152,653,000 8.24%
2 VANGUARD GROUP INC 2,850,413 146,825,000 7.93%
3 BlackRock Fund Advisors 2,714,418 139,820,000 7.55%
4 WELLS FARGO & COMPANY/MN 1,445,221 74,442,000 4.02%
5 BlackRock Institutional Trust Company, N.A. 1,192,442 61,423,000 3.32%
6 RENAISSANCE TECHNOLOGIES LLC 1,172,800 60,411,000 3.26%
7 DIMENSIONAL FUND ADVISORS LP 926,711 47,733,000 2.58%
8 VIRTUS CAPITAL ADVISERS, LLC 922,100 47,497,000 2.57%
9 Channing Capital Management, LLC 898,756 46,295,000 2.50%
10 STATE STREET CORP 861,937 44,398,000 2.40%
11 CHARTWELL INVESTMENT PARTNERS, LLC 857,085 44,148,000 2.38%
12 Junto Capital Management LP 856,125 44,099,000 2.38%
13 JPMORGAN CHASE & CO 798,852 41,150,000 2.22%
14 VOYA INVESTMENT MANAGEMENT LLC 710,033 36,573,000 1.98%
15 GOLDMAN SACHS GROUP INC 627,742 32,335,000 1.75%
16 Bank of New York Mellon Corp 616,801 31,773,000 1.72%
17 AMERICAN CENTURY COMPANIES INC 614,420 31,649,000 1.71%
18 PEREGRINE CAPITAL MANAGEMENT INC /MN/ 571,092 29,417,000 1.59%
19 DARUMA CAPITAL MANAGEMENT LLC 541,726 27,904,000 1.51%
20 PRINCIPAL FINANCIAL GROUP INC 526,579 27,124,000 1.47%
21 MORGAN STANLEY 513,156 26,432,000 1.43%
22 FRANKLIN RESOURCES INC 506,749 26,102,000 1.41%
23 CITADEL ADVISORS LLC 492,889 25,388,000 1.37%
24 NORTHERN TRUST CORP 491,155 25,299,000 1.37%
25 abrdn Investment Management Ltd 371,037 19,105,000 1.03%
26 MACQUARIE GROUP LTD 368,515 18,982,000 1.03%
27 TEACHERS ADVISORS, LLC 353,625 18,215,000 0.98%
28 UBS Group AG 348,737 17,963,000 0.97%
29 NORGES BANK 324,743 15,977,000 0.86%
30 STATE OF WISCONSIN INVESTMENT BOARD 303,645 15,641,000 0.84%
31 PANAGORA ASSET MANAGEMENT INC 296,110 15,253,000 0.82%
32 GEODE CAPITAL MANAGEMENT, LLC 269,487 13,881,000 0.75%
33 HIGHBRIDGE CAPITAL MANAGEMENT LLC 243,039 12,519,000 0.68%
34 SENTINEL ASSET MANAGEMENT, INC. 239,002 12,311,000 0.66%
35 Copeland Capital Management, LLC 236,191 12,166,000 0.66%
36 TIAA CREF INVESTMENT MANAGEMENT LLC 235,886 12,150,000 0.66%
37 AMERIPRISE FINANCIAL INC 233,866 12,048,000 0.65%
38 Nuveen Asset Management, LLC 231,746 11,937,000 0.64%
39 MILLENNIUM MANAGEMENT LLC 212,026 10,921,000 0.59%
40 PRUDENTIAL FINANCIAL INC 197,504 10,173,000 0.55%
41 DEUTSCHE BANK AG\ 192,713 9,925,000 0.54%
42 RAINIER INVESTMENT MANAGEMENT LLC 190,280 9,800,000 0.53%
43 BAHL & GAYNOR INC 177,238 9,130,000 0.49%
44 BANK OF AMERICA CORP /DE/ 172,299 8,876,000 0.48%
45 Irving Magee Investment Management 171,970 8,858,000 0.48%
46 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 165,987 8,550,000 0.46%
47 WBI INVESTMENTS, LLC 163,923 8,444,000 0.46%
48 LOMBARDIA CAPITAL PARTNERS LLC 151,594 7,809,000 0.42%
49 BlackRock Investment Management, LLC 146,784 7,561,000 0.41%
50 Nationwide Fund Advisors 141,351 7,281,000 0.39%
Page 1 of 5

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.