EVR
Evercore Inc. · Financial Services · Financial - Capital Markets
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -5.4% ·
net new positions +5.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 137 | +2 | 26.03M | $8.88B | +6 | −4 |
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.12M | — | $311.69M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 855.52K | -37.5% | $237.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 855.52K | -37.5% | $237.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 855.52K | -37.5% | $237.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 855.52K | -37.5% | $237.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 855.52K | -37.5% | $237.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 855.52K | -37.5% | $237.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 744.23K | +3.6% | $206.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 744.23K | +3.6% | $206.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Norges Bank ✦ (passive) | 480.74K | +12.5% | $133.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 323.32K | +1288.1% | $89.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 323.32K | +1288.1% | $89.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Fisher Asset Management ✦ | 319.27K | -0.3% | $88.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | PRIMECAP Management ✦ | 302.67K | -13.7% | $83.90M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 207.43K | +37.8% | $57.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 207.43K | +37.8% | $57.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 207.43K | +37.8% | $57.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 207.43K | +37.8% | $57.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 150.64K | +93.2% | $41.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Millennium Management ✦ | 66.34K | -83.0% | $18.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Arrowstreet Capital ✦ | 62.80K | +386.0% | $17.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bridgewater Associates ✦ | 33.26K | +34.3% | $9.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 28.32K | +2955.1% | $7.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 28.32K | +2955.1% | $7.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 21.43K | -5.1% | $5.94M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 18.20K | +1200.0% | $5.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Marshall Wace ✦ | 2.50K | New | $692,975 | 0.0% | New | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 1.55K | +3.6% | $430,753 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $692,975 | 0.0% |
Exited
| No tracked exits this quarter. |
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.