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EVR · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

EVRV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EVR
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterEVRV
Q3 20205 holders, $53m55 holders, $62.2bn
Q4 20205 holders, $54m52 holders, $67.1bn
Q1 20218 holders, $196m58 holders, $64.5bn
Q2 20216 holders, $48m52 holders, $69.3bn
Q3 20219 holders, $227m56 holders, $63.6bn
Q4 20217 holders, $211m47 holders, $58.0bn
Q1 20229 holders, $134m59 holders, $61.8bn
Q2 202210 holders, $125m57 holders, $55.2bn
Q3 20227 holders, $77m57 holders, $50.7bn
Q4 20226 holders, $264m54 holders, $59.4bn
Q1 20237 holders, $231m55 holders, $64.0bn
Q2 20236 holders, $160m54 holders, $65.2bn
Q3 20237 holders, $324m55 holders, $61.5bn
Q4 202310 holders, $550m48 holders, $68.6bn
Q1 20247 holders, $390m50 holders, $73.1bn
Q2 20248 holders, $606m45 holders, $69.5bn
Q3 202414 holders, $1.2bn47 holders, $70.5bn
Q4 202412 holders, $1.1bn48 holders, $77.6bn
Q1 202518 holders, $690m43 holders, $83.5bn
Q2 202512 holders, $1.5bn45 holders, $83.4bn
Q3 202515 holders, $1.9bn48 holders, $82.8bn
Q4 202513 holders, $2.0bn49 holders, $86.0bn
Q1 202615 holders, $1.5bn49 holders, $73.3bn
Q2 202616 holders, $2.1bn52 holders, $81.9bn
EVR

Evercore Inc

Holders
15
Reported value
$1.5bn
Buyers
15
Sellers
15

Breadth 0 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
49
Reported value
$73.3bn
Buyers
31
Sellers
27

Breadth +4 among 91 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EVR (5)

Arrowstreet Capital LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, PDT Partners LLC, Schonfeld Strategic Advisors LLC

Only V (39)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Baupost Group LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 14 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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