Security record · archived quarter
EVR
Evercore Inc. · Financial Services · Financial - Capital Markets
21Tracked holders
+2Δ holders
16.88MShares held
$5.69BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +10.5% ·
share flow +4.5% ·
net new positions +4.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
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 · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 3.90M | +1.7% | $1.32B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 3.90M | +1.7% | $1.32B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 3.90M | +1.7% | $1.32B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 3.90M | +1.7% | $1.32B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 3.90M | +1.7% | $1.32B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 3.46M | -3.2% | $1.17B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wellington Management ✦ | 2.02M | +259.0% | $682.57M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 23 | Wellington Management ✦ | 2.02M | +259.0% | $682.57M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 24 | Wellington Management ✦ | 2.02M | +259.0% | $682.57M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 25 | Wellington Management ✦ | 2.02M | +259.0% | $682.57M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 26 | Wellington Management ✦ | 2.02M | +259.0% | $682.57M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 27 | Wellington Management ✦ | 2.02M | +259.0% | $682.57M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 28 | Wellington Management ✦ | 2.02M | +259.0% | $682.57M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 29 | Wellington Management ✦ | 2.02M | +259.0% | $682.57M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 30 | Wellington Management ✦ | 2.02M | +259.0% | $682.57M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (passive) | 1.18M | +4.1% | $396.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.04M | — | $349.53M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 967.80K | +10.9% | $326.46M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 967.80K | +10.9% | $326.46M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 967.80K | +10.9% | $326.46M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 967.80K | +10.9% | $326.46M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 967.80K | +10.9% | $326.46M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 967.80K | +10.9% | $326.46M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 52 | Geode Capital Management ✦ (passive) | 940.47K | +13.1% | $317.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 53 | Geode Capital Management ✦ (passive) | 940.47K | +13.1% | $317.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 850.44K | -1.4% | $286.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 850.44K | -1.4% | $286.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 850.44K | -1.4% | $286.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 850.44K | -1.4% | $286.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 850.44K | -1.4% | $286.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 620.08K | — | $209.16M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 620.08K | — | $209.16M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 620.08K | — | $209.16M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 620.08K | — | $209.16M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 620.08K | — | $209.16M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 620.08K | — | $209.16M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 620.08K | — | $209.16M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 620.08K | — | $209.16M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 620.08K | — | $209.16M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 620.08K | — | $209.16M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 620.08K | — | $209.16M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | T. Rowe Price ✦ | 611.82K | -6.5% | $206.38M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 71 | T. Rowe Price ✦ | 611.82K | -6.5% | $206.38M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 72 | Goldman Sachs Group ✦ | 326.49K | — | $110.13M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Goldman Sachs Group ✦ | 326.49K | — | $110.13M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 326.49K | — | $110.13M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 326.49K | — | $110.13M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Fisher Asset Management ✦ | 325.18K | +1.7% | $109.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 77 | Millennium Management ✦ | 245.07K | -80.3% | $82.67M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 78 | PRIMECAP Management ✦ | 224.35K | -2.8% | $75.68M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 79 | Bridgewater Associates ✦ | 71.28K | +1402.9% | $24.05M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 80 | Two Sigma Investments ✦ | 24.24K | +162.2% | $8.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 81 | Arrowstreet Capital ✦ | 21.93K | +461.8% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Gotham Asset Management ✦ | 20.79K | -1.8% | $7.01M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 83 | Marshall Wace ✦ | 13.96K | +19.4% | $4.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 84 | Adage Capital Partners ✦ | 13.00K | New | $4.39M | 0.0% | New | 1 | SEC ↗ |
| 85 | Renaissance Technologies ✦ | 8.50K | New | $2.87M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Adage Capital Partners | $4.39M | 0.0% |
| Renaissance Technologies | $2.87M | 0.0% |
Exited
| Norges Bank | $157.06M | 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.
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: Q3 2025 ·
Methodology ·
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