Security record · archived quarter
EVR
Evercore Inc. · Financial Services · Financial - Capital Markets
132Tracked holders
-2Δ holders
27.15MShares held
$9.23BReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -1.5% ·
share flow +0.2% ·
net new positions -0.8%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 3.84M | -1.6% | $1.31B | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ ×17 |
| 3 | Wellington Management ✦ | 1.93M | -4.5% | $657.15M | 0.1% | ▼ Trim | 7 | SEC ↗ ×9 |
| 4 | Invesco Ltd. | 1.34M | n/a | $457.24M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 5 | Fidelity (FMR) ✦ | 1.26M | +47.7% | $427.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Td Asset Management Inc | 1.21M | n/a | $413.31M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (passive) | 1.16M | -1.4% | $394.60M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 924.90K | -1.7% | $314.75M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 9 | AQR Capital Management ✦ | 857.97K | -11.3% | $291.92M | 0.2% | ▼ Trim | 7 | SEC ↗ ×7 |
| 10 | Boston Partners | 824.36K | n/a | $280.54M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 11 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 12 | T. Rowe Price ✦ | 617.33K | +0.9% | $210.05M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 13 | Millennium Management ✦ | 536.65K | +119.0% | $182.59M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 531.98K | n/a | $181.01M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 15 | Norges Bank ✦ (passive) | 482.62K | New | $164.21M | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 438.85K | +34.4% | $149.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | JPMorgan Chase ✦ | 437.51K | -57.8% | $148.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 18 | UBS Group AG | 351.78K | n/a | $119.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Northern Trust Corp | 320.44K | n/a | $109.03M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | Bank of New York Mellon Corp | 320.10K | n/a | $108.92M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 21 | Fisher Asset Management ✦ | 319.81K | -1.6% | $108.81M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 22 | Charles Schwab Investment… | 267.19K | n/a | $90.91M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 241.61K | n/a | $82.21M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 24 | Holocene Advisors, LP | 239.60K | n/a | $81.52M | 0.2% | n/c | 1 | SEC ↗ |
| 25 | PRIMECAP Management ✦ | 220.05K | -1.9% | $74.87M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 26 | Nomura Asset Management… | 211.74K | n/a | $72.05M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | BNP Paribas Asset Management… | 206.56K | n/a | $70.28M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 28 | Victory Capital Management Inc | 190.99K | n/a | $64.98M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Neuberger Berman Group LLC | 180.30K | n/a | $61.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Rockefeller Capital Management L.P. | 175.09K | n/a | $59.58M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 31 | Capital International Investors | 166.79K | n/a | $56.75M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Manufacturers Life Insurance… | 162.11K | n/a | $55.16M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Franklin Resources Inc | 152.59K | n/a | $51.92M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 34 | Raymond James Financial Inc | 146.68K | n/a | $49.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Quantinno Capital Management LP | 113.48K | n/a | $38.61M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | American Century Companies Inc | 111.16K | n/a | $37.82M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bridgewater Associates ✦ | 108.42K | +52.1% | $36.89M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 38 | Wcm Investment Management, Llc | 103.82K | n/a | $35.68M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | ProShare Advisors LLC | 104.67K | n/a | $35.61M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Rhumbline Advisers | 98.63K | n/a | $33.56M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Janus Henderson Group Plc | 93.06K | n/a | $31.68M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 88.14K | New | $29.99M | 0.0% | New | 1 | SEC ↗ |
| 43 | Canada Pension Plan Investment Board | 86.52K | n/a | $29.44M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 84.86K | n/a | $28.87M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 45 | Principal Financial Group Inc | 84.48K | n/a | $28.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Swiss National Bank | 76.08K | n/a | $25.89M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Nuveen, LLC | 73.39K | n/a | $24.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | New York State Common Retirement… | 71.13K | n/a | $24.20M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | California Public Employees… | 70.16K | n/a | $23.87M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Envestnet Asset Management Inc | 65.30K | n/a | $22.22M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | State Of Wisconsin Investment Board | 63.49K | n/a | $21.60M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Sei Investments Co | 61.44K | n/a | $20.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Alliancebernstein L.P. | 61.40K | n/a | $20.89M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Legal & General Group Plc | 59.87K | n/a | $20.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 55 | Ameriprise Financial Inc | 54.76K | n/a | $18.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | Cerity Partners LLC | 48.94K | n/a | $16.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 57 | Wells Fargo & Company/Mn | 46.84K | n/a | $15.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 58 | Balyasny Asset Management L.P. | 46.11K | n/a | $15.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | Man Group plc | 44.22K | n/a | $15.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Allianz Asset Management GmbH | 40.94K | n/a | $13.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | Stifel Financial Corp | 36.87K | n/a | $12.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 62 | State Board Of Administration Of… | 36.67K | n/a | $12.48M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | California State Teachers… | 36.52K | n/a | $12.43M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Royal Bank Of Canada | 33.06K | n/a | $11.25M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 65 | First Trust Advisors Lp | 29.14K | n/a | $9.91M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Cwm, Llc | 27.73K | n/a | $9.43M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Voya Investment Management Llc | 27.56K | n/a | $9.38M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Barclays Plc | 26.19K | n/a | $8.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 69 | Focus Partners Wealth | 26.06K | n/a | $8.87M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 25.67K | n/a | $8.74M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 71 | LPL Financial LLC | 23.19K | n/a | $7.89M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Corient Private Wealth LP | 54.16K | n/a | $7.11M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 73 | Gotham Asset Management ✦ | 20.79K | 0.0% | $7.07M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 74 | Mariner, LLC | 20.35K | n/a | $6.93M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Wealth Enhancement Advisory… | 14.96K | n/a | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Creative Planning | 14.47K | n/a | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 13.68K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 78 | Renaissance Technologies ✦ | 13.60K | +60.0% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | TD Waterhouse Canada Inc. | 13.51K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Blair William & Co/Il | 13.12K | n/a | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Zurcher Kantonalbank (Zurich… | 12.90K | n/a | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Nomura Asset Management Co Ltd | 12.57K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | Universal- Beteiligungs- und… | 12.49K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Us Bancorp \De\ | 11.99K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 85 | Captrust Financial Advisors | 11.36K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Amundi | 10.37K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Walleye Trading LLC | 9.47K | n/a | $3.22M | 0.1% | n/c | 1 | SEC ↗ |
| 88 | Citigroup Inc | 9.40K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 89 | Fifth Third Bancorp | 9.23K | n/a | $3.14M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Two Sigma Investments ✦ | 9.11K | -62.4% | $3.10M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 91 | Truist Financial Corp | 8.93K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 92 | Mercer Global Advisors Inc /Adv | 8.39K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bnp Paribas Financial Markets | 8.21K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Northwestern Mutual Wealth… | 8.05K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Credit Agricole S A | 8.00K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Caisse De Depot Et Placement Du… | 7.48K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bank Of Montreal /Can/ | 7.32K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 98 | Cetera Investment Advisers | 7.04K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | HighTower Advisors, LLC | 6.66K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Ensign Peak Advisors, Inc | 6.26K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $164.21M | 0.0% |
| Citadel Advisors | $29.99M | 0.0% |
Exited
| Arrowstreet Capital | $7.40M | was 0.0% |
| Marshall Wace | $4.71M | was 0.0% |
| Adage Capital Partners | $4.39M | 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: Q4 2025 ·
Methodology ·
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