EVR
Evercore Inc. · Financial Services · Financial - Capital Markets
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow +24.6% ·
net new positions +5.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| 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) | 1.14M | +1.2% | $227.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 771.98K | +3.7% | $154.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 771.98K | +3.7% | $154.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Millennium Management ✦ | 609.89K | +819.3% | $121.81M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 513.16K | +58.7% | $102.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 513.16K | +58.7% | $102.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 499.35K | +3.9% | $99.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 486.37K | +134.5% | $94.44M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 486.37K | +134.5% | $94.44M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 486.37K | +134.5% | $94.44M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 486.37K | +134.5% | $94.44M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 486.37K | +134.5% | $94.44M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 389.37K | +158.5% | $77.76M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 355.22K | +11.3% | $70.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | PRIMECAP Management ✦ | 252.13K | -16.7% | $50.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 212.40K | +1067.0% | $42.42M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 186.74K | New | $37.29M | 0.1% | New | 1 | SEC ↗ |
| 18 | Wellington Management ✦ | 169.58K | -80.2% | $33.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Wellington Management ✦ | 169.58K | -80.2% | $33.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Wellington Management ✦ | 169.58K | -80.2% | $33.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Adage Capital Partners ✦ | 118.00K | New | $23.57M | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 92.95K | +228.2% | $18.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Bridgewater Associates ✦ | 45.29K | +36.2% | $9.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Marshall Wace ✦ | 31.54K | +1161.7% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Marshall Wace ✦ | 31.54K | +1161.7% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 21.17K | -1.2% | $4.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 17.07K | +998.8% | $3.41M | 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
| Point72 Asset Management | $37.29M | 0.1% |
| Adage Capital Partners | $23.57M | 0.0% |
Exited
| Arrowstreet Capital | $17.41M | 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.