Security record · archived quarter
EVR
Evercore Inc. · Financial Services · Financial - Capital Markets
138Tracked holders
+6Δ holders
26.00MShares held
$7.75BReported value
+8New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +4.5% ·
share flow +5.2% ·
net new positions +3.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 3.65M | +5.5% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Vanguard Capital Management Llc | 1.69M | — | $505.96M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 1.67M | +32.9% | $498.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1.67M | +32.9% | $498.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.67M | +32.9% | $498.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.67M | +32.9% | $498.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.67M | +32.9% | $498.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.67M | +32.9% | $498.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Invesco Ltd. | 1.42M | +6.0% | $425.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Invesco Ltd. | 1.42M | +6.0% | $425.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Invesco Ltd. | 1.42M | +6.0% | $425.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Invesco Ltd. | 1.42M | +6.0% | $425.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Invesco Ltd. | 1.42M | +6.0% | $425.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 1.42M | +6.0% | $425.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Invesco Ltd. | 1.42M | +6.0% | $425.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Invesco Ltd. | 1.42M | +6.0% | $425.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Invesco Ltd. | 1.42M | +6.0% | $425.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Invesco Ltd. | 1.42M | +6.0% | $425.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 1.32M | +53.5% | $388.06M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 1.32M | +53.5% | $388.06M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 1.32M | +53.5% | $388.06M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 1.32M | +53.5% | $388.06M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 1.32M | +53.5% | $388.06M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 1.32M | +53.5% | $388.06M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 1.32M | +53.5% | $388.06M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 1.32M | +53.5% | $388.06M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 1.32M | +53.5% | $388.06M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 45 | State Street Global Advisors ✦ (passive) | 1.18M | +1.7% | $351.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 46 | Geode Capital Management ✦ (passive) | 1.04M | +12.8% | $311.50M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 47 | Geode Capital Management ✦ (passive) | 1.04M | +12.8% | $311.50M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 48 | Td Asset Management Inc | 958.47K | -21.1% | $286.11M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 49 | Td Asset Management Inc | 958.47K | -21.1% | $286.11M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 917.80K | +33.7% | $273.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Wellington Management ✦ | 623.26K | -67.7% | $186.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 66 | Wellington Management ✦ | 623.26K | -67.7% | $186.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 67 | Wellington Management ✦ | 623.26K | -67.7% | $186.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 68 | Wellington Management ✦ | 623.26K | -67.7% | $186.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 69 | Boston Partners | 580.17K | -29.6% | $173.20M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 70 | Boston Partners | 580.17K | -29.6% | $173.20M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 71 | Boston Partners | 580.17K | -29.6% | $173.20M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 72 | Boston Partners | 580.17K | -29.6% | $173.20M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 73 | Dimensional Fund Advisors Lp | 548.53K | +3.1% | $163.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Dimensional Fund Advisors Lp | 548.53K | +3.1% | $163.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Dimensional Fund Advisors Lp | 548.53K | +3.1% | $163.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Dimensional Fund Advisors Lp | 548.53K | +3.1% | $163.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Dimensional Fund Advisors Lp | 548.53K | +3.1% | $163.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Goldman Sachs Group ✦ | 524.53K | +19.5% | $156.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Goldman Sachs Group ✦ | 524.53K | +19.5% | $156.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Goldman Sachs Group ✦ | 524.53K | +19.5% | $156.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Goldman Sachs Group ✦ | 524.53K | +19.5% | $156.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Goldman Sachs Group ✦ | 524.53K | +19.5% | $156.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 468.88K | +7.2% | $133.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 468.88K | +7.2% | $133.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 468.88K | +7.2% | $133.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 468.88K | +7.2% | $133.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 468.88K | +7.2% | $133.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 468.88K | +7.2% | $133.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 468.88K | +7.2% | $133.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 468.88K | +7.2% | $133.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Fisher Asset Management ✦ | 424.72K | +32.8% | $126.78M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 92 | Point72 Asset Management ✦ | 390.58K | New | $116.59M | 0.2% | New | 1 | SEC ↗ |
| 93 | Balyasny Asset Management L.P. | 369.04K | +700.4% | $110.16M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 94 | Balyasny Asset Management L.P. | 369.04K | +700.4% | $110.16M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 95 | Northern Trust Corp | 357.16K | +11.5% | $106.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Northern Trust Corp | 357.16K | +11.5% | $106.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Northern Trust Corp | 357.16K | +11.5% | $106.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Northern Trust Corp | 357.16K | +11.5% | $106.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Northern Trust Corp | 357.16K | +11.5% | $106.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Northern Trust Corp | 357.16K | +11.5% | $106.62M | 0.0% | ▲ Add | 2 | 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 | $116.59M | 0.2% |
Exited
| Norges Bank | $164.21M | was 0.0% |
| Walleye Trading LLC | $3.22M | was 0.1% |
| Optiver Holding B.V. | $2,042 | 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: Q1 2026 ·
Methodology ·
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