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 |
|---|---|---|---|---|---|---|
| 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 | — | — |
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 ↗ |
| 2 | The Vanguard Group ✦ (passive) | 3.84M | -1.6% | $1.31B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 3.84M | -1.6% | $1.31B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 3.84M | -1.6% | $1.31B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 3.84M | -1.6% | $1.31B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 3.46M | +0.1% | $1.18B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wellington Management ✦ | 1.93M | -4.5% | $657.15M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 24 | Wellington Management ✦ | 1.93M | -4.5% | $657.15M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 25 | Wellington Management ✦ | 1.93M | -4.5% | $657.15M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 26 | Wellington Management ✦ | 1.93M | -4.5% | $657.15M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 27 | Wellington Management ✦ | 1.93M | -4.5% | $657.15M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 28 | Wellington Management ✦ | 1.93M | -4.5% | $657.15M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 29 | Wellington Management ✦ | 1.93M | -4.5% | $657.15M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 30 | Wellington Management ✦ | 1.93M | -4.5% | $657.15M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 31 | Wellington Management ✦ | 1.93M | -4.5% | $657.15M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 32 | Invesco Ltd. | 1.34M | — | $457.24M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Invesco Ltd. | 1.34M | — | $457.24M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Invesco Ltd. | 1.34M | — | $457.24M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Invesco Ltd. | 1.34M | — | $457.24M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Invesco Ltd. | 1.34M | — | $457.24M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Invesco Ltd. | 1.34M | — | $457.24M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Invesco Ltd. | 1.34M | — | $457.24M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Invesco Ltd. | 1.34M | — | $457.24M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Invesco Ltd. | 1.34M | — | $457.24M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Invesco Ltd. | 1.34M | — | $457.24M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 1.26M | +47.7% | $427.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.26M | +47.7% | $427.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 1.26M | +47.7% | $427.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 1.26M | +47.7% | $427.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 1.26M | +47.7% | $427.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Td Asset Management Inc | 1.21M | — | $413.31M | 0.3% | n/c | 1 | SEC ↗ |
| 48 | Td Asset Management Inc | 1.21M | — | $413.31M | 0.3% | n/c | 1 | SEC ↗ |
| 49 | State Street Global Advisors ✦ (passive) | 1.16M | -1.4% | $394.60M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | Geode Capital Management ✦ (passive) | 924.90K | -1.7% | $314.75M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 51 | Geode Capital Management ✦ (passive) | 924.90K | -1.7% | $314.75M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 857.97K | -11.3% | $291.92M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 857.97K | -11.3% | $291.92M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 857.97K | -11.3% | $291.92M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 857.97K | -11.3% | $291.92M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 857.97K | -11.3% | $291.92M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 857.97K | -11.3% | $291.92M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 857.97K | -11.3% | $291.92M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 59 | Boston Partners | 824.36K | — | $280.54M | 0.3% | n/c | 1 | SEC ↗ |
| 60 | Boston Partners | 824.36K | — | $280.54M | 0.3% | n/c | 1 | SEC ↗ |
| 61 | Boston Partners | 824.36K | — | $280.54M | 0.3% | n/c | 1 | SEC ↗ |
| 62 | Boston Partners | 824.36K | — | $280.54M | 0.3% | n/c | 1 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 686.60K | +10.7% | $233.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | T. Rowe Price ✦ | 617.33K | +0.9% | $210.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 77 | T. Rowe Price ✦ | 617.33K | +0.9% | $210.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 78 | Millennium Management ✦ | 536.65K | +119.0% | $182.59M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 79 | Dimensional Fund Advisors Lp | 531.98K | — | $181.01M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Dimensional Fund Advisors Lp | 531.98K | — | $181.01M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Dimensional Fund Advisors Lp | 531.98K | — | $181.01M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Dimensional Fund Advisors Lp | 531.98K | — | $181.01M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Dimensional Fund Advisors Lp | 531.98K | — | $181.01M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Norges Bank ✦ (passive) | 482.62K | New | $164.21M | 0.0% | New | 1 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 438.85K | +34.4% | $149.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Goldman Sachs Group ✦ | 438.85K | +34.4% | $149.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Goldman Sachs Group ✦ | 438.85K | +34.4% | $149.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Goldman Sachs Group ✦ | 438.85K | +34.4% | $149.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 437.51K | -57.8% | $148.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 437.51K | -57.8% | $148.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | JPMorgan Chase ✦ | 437.51K | -57.8% | $148.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 437.51K | -57.8% | $148.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 437.51K | -57.8% | $148.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 437.51K | -57.8% | $148.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 437.51K | -57.8% | $148.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | UBS Group AG | 351.78K | — | $119.69M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | UBS Group AG | 351.78K | — | $119.69M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | UBS Group AG | 351.78K | — | $119.69M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Northern Trust Corp | 320.44K | — | $109.03M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Northern Trust Corp | 320.44K | — | $109.03M | 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% |
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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