EVR
Evercore Inc. · Financial Services · Financial - Capital Markets
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -10.6% ·
net new positions +6.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 34.62K | $8.69M | +1 | n/a |
| 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 | n/a |
| Q3 2024 | 15 | +1 | 3.89M | $985.73M | +2 | −1 |
| Q2 2024 | 14 | n/a | 4.35M | $906.55M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.37M | +73.6% | $346.60M | 0.1% | ▲ Add | 2 | SEC ↗ ×9 |
| 2 | Geode Capital Management ✦ (passive) | 718.21K | +5.0% | $181.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passive) | 427.42K | +0.8% | $108.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Millennium Management ✦ | 390.76K | -41.3% | $98.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | PRIMECAP Management ✦ | 350.52K | -42.0% | $88.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Fisher Asset Management ✦ | 320.23K | +6.1% | $81.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 150.50K | +107.6% | $38.04M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Two Sigma Investments ✦ | 77.98K | +78.7% | $19.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bridgewater Associates ✦ | 24.76K | +38.4% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 23.29K | -91.8% | $5.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 22.59K | -6.8% | $5.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 12.92K | New | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 1.50K | New | $380,010 | 0.0% | New | 1 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 1.40K | -88.3% | $354,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 927 | -99.8% | $234,846 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $3.27M | 0.0% |
| D. E. Shaw & Co. | $380,010 | 0.0% |
Exited
| Point72 Asset Management | $10.43M | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.