EVR
Evercore Inc. · Financial Services · Financial - Capital Markets
Momentum-inputs (vergelijkbare managers):
breedte van houders -19.0% ·
aandelenstroom +4.0% ·
netto nieuwe posities -20.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 135 | +2 | 26.00M | $8.87B | +6 | −6 |
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 3.84M | — | $1.04B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passief) | 3.57M | — | $963.92M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 3 | Millennium Management ✦ | 1.25M | +104.4% | $336.65M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passief) | 1.13M | -0.8% | $305.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 872.84K | +79.5% | $235.69M | 0.2% | ▲ Add | 5 | SEC ↗ ×6 |
| 6 | Fidelity (FMR) ✦ | 862.05K | — | $232.77M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | Geode Capital Management ✦ (passief) | 831.59K | +7.7% | $224.57M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | T. Rowe Price ✦ | 654.34K | +27.5% | $176.69M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | Norges Bank ✦ (passief) | 581.68K | +16.5% | $157.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Wellington Management ✦ | 563.62K | +232.4% | $152.19M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 11 | Fisher Asset Management ✦ | 319.77K | -10.0% | $86.35M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | PRIMECAP Management ✦ | 230.72K | -8.5% | $62.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 21.17K | 0.0% | $5.72M | 0.0% | Held | 5 | SEC ↗ |
| 14 | Marshall Wace ✦ | 11.70K | -62.9% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Two Sigma Investments ✦ | 9.25K | -97.6% | $2.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Bridgewater Associates ✦ | 4.74K | -89.5% | $1.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 3.90K | Nieuw | $1.05M | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Arrowstreet Capital | $1.05M | 0.0% |
Verlaten
| Renaissance Technologies | $42.42M | was 0.1% |
| Point72 Asset Management | $37.29M | was 0.1% |
| Adage Capital Partners | $23.57M | was 0.0% |
| Citadel Advisors | $18.56M | was 0.0% |
| D. E. Shaw & Co. | $3.41M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 650 houders, 34.74M aandelen, $10.04B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.