Security record
EVR
Evercore Inc. · Financial Services · Financial - Capital Markets
138Tracked holders
+2Δ holders
26.04MShares held
$8.88BReported value
+6New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +1.5% ·
share flow -0.6% ·
net new positions +2.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 138 | +2 | 26.04M | $8.88B | +6 | −3 |
| Q1 2026 | 138 | +6 | 26.00M | $7.75B | +8 | −3 |
| Q4 2025 | 132 | -2 | 27.15M | $9.23B | +2 | −3 |
| Q3 2025 | 21 | +2 | 16.88M | $5.69B | +2 | −1 |
| Q2 2025 | 17 | -4 | 14.75M | $3.98B | +1 | −5 |
| Q1 2025 | 18 | +1 | 5.91M | $1.18B | +2 | −1 |
| Q4 2024 | 17 | +1 | 4.74M | $1.31B | +1 | — |
| Q3 2024 | 15 | +1 | 3.89M | $985.73M | +2 | −1 |
| Q2 2024 | 14 | — | 4.35M | $906.55M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 3.72M | +1.8% | $1.27B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 1.71M | +29.9% | $584.20M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 1.71M | +29.9% | $584.20M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 1.71M | +29.9% | $584.20M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 1.71M | +29.9% | $584.20M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 1.71M | +29.9% | $584.20M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 1.71M | +29.9% | $584.20M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 1.71M | +29.9% | $584.20M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 1.71M | +29.9% | $584.20M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 1.71M | +29.9% | $584.20M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 27 | Vanguard Capital Management Llc | 1.68M | -0.9% | $573.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Invesco Ltd. | 1.60M | +12.5% | $547.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Invesco Ltd. | 1.60M | +12.5% | $547.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Invesco Ltd. | 1.60M | +12.5% | $547.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Invesco Ltd. | 1.60M | +12.5% | $547.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Invesco Ltd. | 1.60M | +12.5% | $547.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 1.60M | +12.5% | $547.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Invesco Ltd. | 1.60M | +12.5% | $547.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Invesco Ltd. | 1.60M | +12.5% | $547.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Invesco Ltd. | 1.60M | +12.5% | $547.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | State Street Global Advisors ✦ (passive) | 1.21M | +2.3% | $411.82M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 1.13M | -32.2% | $386.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 1.13M | -32.2% | $386.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 1.13M | -32.2% | $386.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.13M | -32.2% | $386.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 1.13M | -32.2% | $386.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.13M | -32.2% | $386.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Geode Capital Management ✦ (passive) | 1.10M | +5.3% | $375.11M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 45 | Geode Capital Management ✦ (passive) | 1.10M | +5.3% | $375.11M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Millennium Management ✦ | 637.46K | +821.8% | $217.66M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 62 | Wellington Management ✦ | 624.99K | +0.3% | $213.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 63 | Wellington Management ✦ | 624.99K | +0.3% | $213.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 64 | Wellington Management ✦ | 624.99K | +0.3% | $213.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 65 | Wellington Management ✦ | 624.99K | +0.3% | $213.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 66 | Boston Partners | 614.52K | +5.9% | $209.82M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 67 | Boston Partners | 614.52K | +5.9% | $209.82M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 68 | Boston Partners | 614.52K | +5.9% | $209.82M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 69 | Boston Partners | 614.52K | +5.9% | $209.82M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 70 | Td Asset Management Inc | 609.11K | -36.5% | $207.97M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 71 | Dimensional Fund Advisors Lp | 556.42K | +1.4% | $189.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Dimensional Fund Advisors Lp | 556.42K | +1.4% | $189.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Dimensional Fund Advisors Lp | 556.42K | +1.4% | $189.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Dimensional Fund Advisors Lp | 556.42K | +1.4% | $189.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Dimensional Fund Advisors Lp | 556.42K | +1.4% | $189.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | UBS Group AG | 503.40K | +72.0% | $171.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | UBS Group AG | 503.40K | +72.0% | $171.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | UBS Group AG | 503.40K | +72.0% | $171.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | UBS Group AG | 503.40K | +72.0% | $171.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Fisher Asset Management ✦ | 423.88K | -0.2% | $144.73M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 81 | Norges Bank ✦ (passive) | 417.04K | New | $142.39M | 0.0% | New | 1 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 409.20K | -12.7% | $137.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 409.20K | -12.7% | $137.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 409.20K | -12.7% | $137.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 409.20K | -12.7% | $137.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 409.20K | -12.7% | $137.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 409.20K | -12.7% | $137.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 409.20K | -12.7% | $137.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 409.20K | -12.7% | $137.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 90 | BNP Paribas Asset Management… | 393.11K | +23.2% | $134.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 91 | BNP Paribas Asset Management… | 393.11K | +23.2% | $134.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 92 | BNP Paribas Asset Management… | 393.11K | +23.2% | $134.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 93 | PRIMECAP Management ✦ | 376.15K | +6.3% | $128.43M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 94 | Northern Trust Corp | 353.32K | -1.1% | $120.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Northern Trust Corp | 353.32K | -1.1% | $120.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Northern Trust Corp | 353.32K | -1.1% | $120.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Northern Trust Corp | 353.32K | -1.1% | $120.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Northern Trust Corp | 353.32K | -1.1% | $120.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Northern Trust Corp | 353.32K | -1.1% | $120.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Goldman Sachs Group ✦ | 349.68K | -33.3% | $119.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $142.39M | 0.0% |
Exited
| Marshall Wace | $32.73M | was 0.0% |
| Citadel Advisors | $19.72M | was 0.0% |
| Peak6 Llc | $5.12M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 650 holders, 34.74M shares, $10.04B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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