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

Institutional Holders (2016Q4)
Portfolio Summary: 274 Institutional holders with a total value of $2,521,773,967.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BlackRock Fund Advisors 3,088,507 212,180,000 8.41%
2 VANGUARD GROUP INC 2,929,579 201,262,000 7.98%
3 WELLINGTON MANAGEMENT GROUP LLP 2,170,955 149,144,000 5.91%
4 BlackRock Institutional Trust Company, N.A. 1,237,589 85,022,000 3.37%
5 RENAISSANCE TECHNOLOGIES LLC 1,225,400 84,185,000 3.34%
6 WELLS FARGO & COMPANY/MN 1,034,762 71,088,000 2.82%
7 Channing Capital Management, LLC 988,845 67,934,000 2.69%
8 DIMENSIONAL FUND ADVISORS LP 922,251 63,359,000 2.51%
9 VIRTUS CAPITAL ADVISERS, LLC 907,657 62,356,000 2.47%
10 STATE STREET CORP 860,446 59,116,000 2.34%
11 LORD, ABBETT & CO. LLC 841,428 57,806,000 2.29%
12 JPMORGAN CHASE & CO 800,826 55,016,000 2.18%
13 GOLDMAN SACHS GROUP INC 778,867 53,508,000 2.12%
14 DARUMA CAPITAL MANAGEMENT LLC 771,905 53,030,000 2.10%
15 AMERICAN CENTURY COMPANIES INC 732,706 50,337,000 2.00%
16 Bank of New York Mellon Corp 666,952 45,821,000 1.82%
17 VOYA INVESTMENT MANAGEMENT LLC 558,120 38,343,000 1.52%
18 PRINCIPAL FINANCIAL GROUP INC 547,025 37,580,000 1.49%
19 AMERIPRISE FINANCIAL INC 526,286 36,156,000 1.43%
20 FRANKLIN RESOURCES INC 515,883 35,442,000 1.41%
21 NORTHERN TRUST CORP 487,908 33,519,000 1.33%
22 PEREGRINE CAPITAL MANAGEMENT INC /MN/ 423,549 29,098,000 1.15%
23 Junto Capital Management LP 413,498 28,407,000 1.13%
24 TEACHERS ADVISORS, LLC 387,347 26,611,000 1.06%
25 MACQUARIE GROUP LTD 378,689 26,016,000 1.03%
26 VICTORY CAPITAL MANAGEMENT INC 340,172 23,370,000 0.93%
27 GEODE CAPITAL MANAGEMENT, LLC 324,467 22,290,000 0.88%
28 PANAGORA ASSET MANAGEMENT INC 315,524 21,676,000 0.86%
29 NORGES BANK 304,743 20,936,000 0.83%
30 MORGAN STANLEY 295,774 20,320,000 0.81%
31 Nuveen Asset Management, LLC 279,125 19,176,000 0.76%
32 OppenheimerFunds, Inc. 265,948 18,271,000 0.72%
33 BANK OF AMERICA CORP /DE/ 256,450 17,619,000 0.70%
34 Copeland Capital Management, LLC 244,798 16,818,000 0.67%
35 STATE OF WISCONSIN INVESTMENT BOARD 244,160 16,774,000 0.67%
36 TIAA CREF INVESTMENT MANAGEMENT LLC 229,751 15,784,000 0.63%
37 CHARTWELL INVESTMENT PARTNERS, LLC 219,897 15,107,000 0.60%
38 PRUDENTIAL FINANCIAL INC 211,212 14,510,000 0.58%
39 BALYASNY ASSET MANAGEMENT L.P. 197,120 13,542,000 0.54%
40 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 193,992 13,328,000 0.53%
41 MILLENNIUM MANAGEMENT LLC 182,526 12,540,000 0.50%
42 BAHL & GAYNOR INC 181,946 12,499,000 0.50%
43 NEW YORK STATE COMMON RETIREMENT FUND 178,925 12,292,000 0.49%
44 Irving Magee Investment Management 171,970 11,814,000 0.47%
45 Fiera Capital Corp 169,367 11,635,000 0.46%
46 SENTINEL ASSET MANAGEMENT, INC. 167,512 11,508,000 0.46%
47 FIFTH THIRD BANCORP 155,740 10,699,000 0.42%
48 UBS Group AG 146,646 10,074,000 0.40%
49 DEUTSCHE BANK AG\ 146,109 10,036,000 0.40%
50 BlackRock Investment Management, LLC 144,628 9,936,000 0.39%
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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.