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 ↗ ×17 |
| 2 | AQR Capital Management ✦ | 1.71M | +29.9% | $584.20M | 0.2% | ▲ Add | 9 | SEC ↗ ×9 |
| 3 | Vanguard Capital Management Llc | 1.68M | -0.9% | $573.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 1.60M | +12.5% | $547.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 5 | State Street Global Advisors ✦ (passive) | 1.21M | +2.3% | $411.82M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 1.13M | -32.2% | $386.67M | 0.0% | ▼ Trim | 5 | SEC ↗ ×6 |
| 7 | Geode Capital Management ✦ (passive) | 1.10M | +5.3% | $375.11M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 803.01K | -12.5% | $274.18M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 9 | Millennium Management ✦ | 637.46K | +821.8% | $217.66M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 10 | Wellington Management ✦ | 624.99K | +0.3% | $213.40M | 0.0% | ▲ Add | 9 | SEC ↗ ×4 |
| 11 | Boston Partners | 614.52K | +5.9% | $209.82M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Td Asset Management Inc | 609.11K | -36.5% | $207.97M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 556.42K | +1.4% | $189.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 14 | UBS Group AG | 503.40K | +72.0% | $171.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Fisher Asset Management ✦ | 423.88K | -0.2% | $144.73M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 16 | Norges Bank ✦ (passive) | 417.04K | New | $142.39M | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 409.20K | -12.7% | $137.52M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 18 | BNP Paribas Asset Management… | 393.11K | +23.2% | $134.22M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | PRIMECAP Management ✦ | 376.15K | +6.3% | $128.43M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 20 | Northern Trust Corp | 353.32K | -1.1% | $120.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 21 | Goldman Sachs Group ✦ | 349.68K | -33.3% | $119.40M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 22 | Arrowstreet Capital ✦ | 347.15K | +49.3% | $118.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Point72 Asset Management ✦ | 344.52K | -11.8% | $117.63M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 24 | Capital International Investors | 324.75K | +108.5% | $110.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 302.83K | -5.1% | $103.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 26 | Charles Schwab Investment… | 275.40K | 0.0% | $94.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Qube Research & Technologies Ltd | 250.09K | +0.5% | $85.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 218.03K | -7.1% | $74.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 29 | Two Sigma Investments ✦ | 197.93K | +95.0% | $67.58M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 30 | Victory Capital Management Inc | 197.64K | -0.6% | $67.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | American Century Companies Inc | 194.74K | +133.8% | $66.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 184.97K | +5.3% | $63.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 170.14K | -1.7% | $58.09M | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 34 | Schroder Investment Management Group | 172.70K | -9.6% | $57.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Renaissance Technologies ✦ | 156.18K | -10.2% | $53.33M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 36 | Manufacturers Life Insurance… | 134.06K | -17.1% | $45.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 127.10K | +127.2% | $43.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 38 | Nomura Asset Management… | 121.45K | -14.2% | $41.47M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 39 | Neuberger Berman Group LLC | 118.79K | +58.1% | $40.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Franklin Resources Inc | 117.85K | -12.0% | $40.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 41 | Holocene Advisors, LP | 102.76K | -4.7% | $35.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 42 | Alyeska Investment Group, L.P. | 100.02K | +2573.5% | $34.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Rhumbline Advisers | 99.80K | -0.6% | $34.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Raymond James Financial Inc | 98.49K | -1.7% | $33.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 45 | Wcm Investment Management, Llc | 99.89K | -0.3% | $33.43M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 46 | Canada Pension Plan Investment Board | 91.60K | -21.1% | $31.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 89.25K | +2.2% | $30.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 48 | Principal Financial Group Inc | 87.80K | +1.8% | $29.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Sei Investments Co | 78.54K | +5.6% | $26.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 50 | Nuveen, LLC | 77.05K | +5.0% | $26.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 51 | ProShare Advisors LLC | 75.81K | +8.1% | $25.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Swiss National Bank | 75.52K | -1.4% | $25.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 74.74K | -45.0% | $25.51M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 54 | California Public Employees… | 73.82K | +1.2% | $25.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Cerity Partners LLC | 73.25K | +19.2% | $25.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 56 | Mariner, LLC | 61.66K | +52.9% | $21.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 57 | Balyasny Asset Management L.P. | 58.80K | -84.1% | $20.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 57.15K | -27.0% | $19.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 59 | Wells Fargo & Company/Mn | 56.84K | +23.6% | $19.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 60 | Legal & General Group Plc | 56.08K | +2.2% | $19.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 61 | Alliancebernstein L.P. | 60.67K | -0.6% | $18.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | State Of Wisconsin Investment Board | 52.31K | -8.2% | $17.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Citigroup Inc | 50.03K | +311.0% | $17.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 64 | Royal Bank Of Canada | 49.12K | +3.8% | $16.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 65 | Bnp Paribas Financial Markets | 48.88K | +7.6% | $16.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Envestnet Asset Management Inc | 46.40K | -30.3% | $15.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Barclays Plc | 40.78K | -0.2% | $13.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 68 | Ensign Peak Advisors, Inc | 38.51K | +268.1% | $13.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Corient Private Wealth LP | 38.17K | -12.6% | $13.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | State Board Of Administration Of… | 37.74K | +3.8% | $12.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | T. Rowe Price ✦ | 37.49K | -88.5% | $12.80M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 72 | Caisse De Depot Et Placement Du… | 35.70K | +134.7% | $12.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Allianz Asset Management GmbH | 35.00K | -67.0% | $11.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | Bridgewater Associates ✦ | 33.19K | -63.3% | $11.33M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 75 | Focus Partners Wealth | 32.65K | +9.3% | $11.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | First Trust Advisors Lp | 31.83K | +19.4% | $10.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Creative Planning | 31.23K | +23.9% | $10.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 78 | Jones Financial Companies Lllp | 29.79K | +14.6% | $10.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 79 | Man Group plc | 28.25K | +17.1% | $9.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 80 | Amundi | 27.80K | -49.9% | $9.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | FIL Ltd | 26.39K | -6.1% | $9.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Blair William & Co/Il | 25.99K | +3.3% | $8.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Captrust Financial Advisors | 24.36K | +88.2% | $8.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Wealth Enhancement Advisory… | 26.83K | +21.6% | $8.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Mercer Global Advisors Inc /Adv | 23.73K | +60.3% | $8.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | New York State Common Retirement… | 21.97K | +2.7% | $7.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Hsbc Holdings Plc | 21.36K | +182.3% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 88 | Stifel Financial Corp | 20.65K | -39.8% | $7.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 89 | Gotham Asset Management ✦ | 20.62K | -0.2% | $7.04M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 90 | Fifth Third Bancorp | 20.01K | -4.4% | $6.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Voya Investment Management Llc | 18.24K | +4.0% | $6.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Adage Capital Partners ✦ | 18.00K | -80.0% | $6.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Mitsubishi UFJ Trust & Banking Corp | 16.17K | -3.7% | $5.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Zurcher Kantonalbank (Zurich… | 15.83K | -0.3% | $5.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | LPL Financial LLC | 14.50K | -44.8% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Robeco Institutional Asset… | 13.50K | -10.0% | $4.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Universal- Beteiligungs- und… | 12.71K | -10.1% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Us Bancorp \De\ | 11.54K | -7.0% | $3.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 99 | Deutsche Bank Ag\ | 10.79K | -81.1% | $3.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 100 | Northwestern Mutual Wealth… | 9.19K | +7.5% | $3.14M | 0.0% | ▲ Add | 3 | 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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