EVR — EVERCORE INC
As of Q2 2026, 41 SEC-registered investment managers reported holding EVR (EVERCORE INC) in their latest 13F filings, with a combined reported value of $5.54B across 16.28M shares. That is +3.0% by share count (+471.89K shares) versus the previous quarter, while reported value moved +20.1%. Ownership is concentrated: the five largest holders account for 57.0% of reported value and the top ten for 75.5%.
Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 20 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EVR is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 3.84M | $1.31B | 0.02% | Reduce |
| BlackRock Inc history | Q2 2026 | 3.72M | $1.27B | 0.02% | Add |
| AQR Capital Management history | Q2 2026 | 1.71M | $584.20M | 0.20% | Add |
| Invesco Ltd history | Q2 2026 | 1.60M | $547.22M | 0.05% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.13M | $386.67M | 0.02% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.10M | $375.11M | 0.02% | Add |
| Morgan Stanley history | Q2 2026 | 803.01K | $274.18M | 0.01% | Reduce |
| Millennium Management history | Q2 2026 | 642.46K | $219.36M | 0.08% | Add |
| Wellington Management Group history | Q2 2026 | 624.99K | $213.40M | 0.04% | Hold |
| UBS Group AG history | Q2 2026 | 503.40K | $171.88M | 0.02% | Add |
| Norges Bank Investment Management history | Q2 2026 | 417.04K | $142.39M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 409.20K | $137.52M | 0.02% | New |
| Northern Trust Corp history | Q2 2026 | 353.32K | $120.64M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 349.68K | $119.40M | 0.01% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 347.15K | $118.53M | 0.05% | Add |
| Point72 Asset Management history | Q2 2026 | 344.92K | $117.77M | 0.14% | Reduce |
| BNY Mellon history | Q2 2026 | 302.83K | $103.40M | 0.02% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 275.40K | $94.03M | 0.01% | Hold |
| Bank of America Corp history | Q2 2026 | 218.03K | $74.45M | 0.01% | Reduce |
| Two Sigma Investments history | Q2 2026 | 197.93K | $67.58M | 0.05% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 409.20K sh · $137.52M
- Lazard Asset Management 815 sh · $278.27K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 127.87K sh · $38.17M
- Marshall Wace sold 109.63K sh · $32.73M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.50M | 3.57M | 3.57M | 3.57M | 3.46M | 3.46M | 3.65M | 3.72M |
| AQR Capital Management | 183.85K | 227.56K | 293.69K | 302.85K | 363.80K | 264.32K | 124.30K | 99.58K | 69.26K | 50.05K | 43.05K | 72.49K | 150.50K | 207.43K | 486.37K | 872.84K | 967.80K | 857.97K | 1.32M | 1.71M |
| Invesco Ltd | 560.30K | 671.61K | 265.58K | 156.09K | 135.24K | 177.26K | 445.11K | 516.65K | 657.21K | 785.58K | 924.77K | 1.07M | 1.29M | 1.42M | 866.88K | 1.41M | 1.35M | 1.34M | 1.42M | 1.60M |
| Fidelity Management & Research (FMR) | 272 | 293 | 24.88K | 3.88K | 5.25K | 5.32K | 18.65K | 84.92K | 86.16K | 76.63K | 77.77K | 72.82K | 451.82K | 1.03M | 195.15K | 862.05K | 850.44K | 1.26M | 1.67M | 1.13M |
| Geode Capital Management | 571.10K | 574.86K | 598.89K | 699.04K | 679.31K | 639.94K | 629.36K | 578.93K | 586.62K | 599.96K | 635.57K | 683.87K | 718.21K | 744.23K | 771.98K | 831.59K | 940.47K | 924.90K | 1.04M | 1.10M |
| Morgan Stanley | 754.49K | 769.93K | 712.29K | 576.09K | 635.31K | 715.65K | 697.41K | 675.89K | 699.86K | 659.64K | 592.29K | 551.54K | 539.99K | 518.82K | 709.35K | 637.57K | 620.08K | 686.60K | 917.80K | 803.01K |
| Millennium Management | 722.55K | 858.51K | 519.06K | 503.44K | 648.49K | 960.94K | 838.18K | 140.83K | 1.04M | 1.33M | 745.21K | 665.57K | 390.76K | 66.34K | 704.89K | 1.32M | 245.07K | 540.45K | 75.96K | 642.46K |
| Wellington Management Group | 199.69K | 183.49K | 278.04K | 390.85K | 307.72K | 204.81K | 298.84K | 315.10K | 160.99K | 166.25K | 462.00K | 788.21K | 1.37M | 855.52K | 169.58K | 563.62K | 2.02M | 1.93M | 623.26K | 624.99K |
| UBS Group AG | 112.14K | 99.22K | 72.08K | 106.39K | 60.90K | 52.73K | 64.16K | 61.37K | 55.95K | 52.71K | 43.36K | 45.34K | 54.30K | 181.94K | 785.59K | 186.52K | 402.99K | 351.78K | 294.40K | 503.40K |
| Norges Bank Investment Management | — | — | — | — | — | 354.88K | — | — | — | 393.04K | — | 424.16K | — | 480.74K | — | 581.68K | — | 482.62K | — | 417.04K |
| JPMorgan Chase & Co | 1.58M | 1.21M | 1.36M | 1.38M | 1.69M | 1.60M | 1.52M | 1.59M | 1.39M | 1.29M | 1.06M | 948.89K | 802.91K | 619.55K | 648.23K | 606.38K | 518.09K | 437.51K | — | 409.20K |
| Northern Trust Corp | 428.68K | 429.78K | 395.05K | 333.39K | 312.72K | 293.18K | 294.55K | 278.86K | 271.61K | 273.95K | 242.81K | 281.97K | 268.35K | 301.51K | 295.09K | 317.62K | 333.47K | 320.44K | 357.16K | 353.32K |
| Goldman Sachs Group | 1.04M | 1.04M | 695.14K | 611.91K | 745.98K | 541.56K | 200.24K | 162.22K | 146.12K | 146.75K | 135.49K | 174.68K | 218.78K | 305.13K | 311.03K | 251.05K | 326.49K | 442.25K | 524.53K | 349.68K |
| Arrowstreet Capital | 42.30K | — | — | 23.07K | — | — | — | — | — | — | 21.20K | — | 12.92K | 62.80K | — | 3.90K | 21.93K | — | 232.57K | 347.15K |
| Point72 Asset Management | 404.00K | — | — | 82.42K | — | — | 114.40K | — | — | 105.70K | — | 50.03K | — | — | 186.74K | — | — | — | 390.58K | 344.92K |
| BNY Mellon | 609.77K | 596.67K | 560.56K | 540.94K | 508.04K | 513.40K | 515.24K | 518.83K | 508.05K | 479.64K | 423.40K | 412.00K | 376.03K | 369.25K | 379.34K | 357.69K | 356.87K | 320.10K | 319.24K | 302.83K |
| Charles Schwab Investment Management | 645.40K | 636.18K | 678.75K | 726.96K | 779.97K | 793.76K | 230.09K | 231.26K | 249.77K | 257.21K | 263.90K | 268.76K | 366.03K | 358.54K | 355.72K | 362.15K | 263.16K | 267.19K | 275.31K | 275.40K |
| Bank of America Corp | 260.53K | 305.82K | 347.99K | 318.46K | 281.78K | 313.00K | 338.06K | 317.25K | 228.98K | 169.30K | 220.20K | 187.17K | 202.34K | 188.72K | 295.38K | 278.62K | 264.92K | 241.61K | 234.69K | 218.03K |
| Two Sigma Investments | — | — | — | — | — | 6.70K | 12.10K | 12.10K | 12.10K | 12.10K | 3.13K | 43.63K | 77.98K | 150.64K | 389.37K | 9.25K | 24.24K | 9.11K | 108.58K | 197.93K |
| Renaissance Technologies | 56.90K | 49.50K | 247.80K | 469.20K | 386.00K | 197.50K | 144.40K | 213.70K | 67.00K | 26.10K | 18.30K | 12.00K | 1.40K | 18.20K | 212.40K | — | 8.50K | 13.60K | 173.86K | 156.18K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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