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EVR in the 13F filings

Evercore Inc · CUSIP 29977A105

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
21 Jul 2025
latest of these filings; the earliest 2 May 2025
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 9 listed it in both
Shares listed
3,468,533
combined, among listed positions
Reported value
$690m
combined, at the quarter end

Among the 95 comparable managers: 15 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing EVR in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
MFS Investment Management691,000$138munder 0.1%Trimmed-83,4702 May 2025 (the filing on sec.gov)
Millennium Management LLC609,888$122m0.06%Newnew15 May 2025 (the filing on sec.gov)
AQR Capital Management LLC486,365$94m0.10%Added+278,94015 May 2025 (the filing on sec.gov)
Two Sigma Investments LP389,366$78m0.17%Added+238,72315 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP349,500$70m0.16%Added+246,20015 May 2025 (the filing on sec.gov)
Renaissance Technologies LLC212,400$42m0.06%Addedn.a.14 May 2025 (the filing on sec.gov)
Point72 Asset Management LP186,735$37m0.09%Newnew21 Jul 2025 (the filing on sec.gov)
Tudor Investment Corp170,849$34m0.11%Added+84,48215 May 2025 (the filing on sec.gov)
Voloridge Investment Management LLC95,210$19m0.07%Newnew15 May 2025 (the filing on sec.gov)
Man Group PLC89,335$18munder 0.1%Trimmed-20,71815 May 2025 (the filing on sec.gov)
Holocene Advisors LP56,545$11munder 0.1%Newnew15 May 2025 (the filing on sec.gov)
Bridgewater Associates LP45,286$9.0munder 0.1%Added+12,03114 May 2025 (the filing on sec.gov)
Eisler Capital Management Ltd39,413$7.9m0.06%Newnew14 May 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP18,618$3.7munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Quantbot Technologies LP16,791$3.4m0.11%Added+3,20313 May 2025 (the filing on sec.gov)
First Eagle Investment Management LLC4,843$967kunder 0.1%Trimmed-37,17712 May 2025 (the filing on sec.gov)
Winton Group Ltd4,696$938k0.06%Newnew15 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP1,693$338kunder 0.1%Newnew15 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 16 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EVR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$35mn.a.n.a.
Q3 20132$47mn.a.n.a.
Q4 20133$56mn.a.n.a.
Q1 20142$35mn.a.n.a.
Q2 20142$57mn.a.n.a.
Q3 20143$34mn.a.n.a.
Q4 20143$119mn.a.n.a.
Q1 20155$110mn.a.n.a.
Q2 20152$71mn.a.n.a.
Q3 20152$54mn.a.n.a.
Q4 20153$140mn.a.n.a.
Q1 20164$155mn.a.n.a.
Q2 20164$196mn.a.n.a.
Q3 20164$220mn.a.n.a.
Q4 20166$258mn.a.n.a.
Q1 20176$285mn.a.n.a.
Q2 20173$114mn.a.n.a.
Q3 20172$83mn.a.n.a.
Q4 20174$92mn.a.n.a.
Q1 20185$122mn.a.n.a.
Q2 20188$253mn.a.n.a.
Q3 20185$169mn.a.n.a.
Q4 20187$180mn.a.n.a.
Q1 20194$185mn.a.n.a.
Q2 20197$291mn.a.n.a.
Q3 201910$290mn.a.n.a.
Q4 201910$213mn.a.n.a.
Q1 202010$99mn.a.n.a.
Q2 20204$63mn.a.n.a.
Q3 20205$53mn.a.n.a.
Q4 20205$54mn.a.n.a.
Q1 20218$196mn.a.n.a.
Q2 20216$48mn.a.n.a.
Q3 20219$227mn.a.n.a.
Q4 20217$211mn.a.n.a.
Q1 20229$134mn.a.n.a.
Q2 202210$125mn.a.n.a.
Q3 20227$77mn.a.n.a.
Q4 20226$264mn.a.n.a.
Q1 20237$231mn.a.n.a.
Q2 20236$160mn.a.n.a.
Q3 20237$324mn.a.n.a.
Q4 202310$550m64
Q1 20247$390m44
Q2 20248$606m54
Q3 202414$1.2bn113
Q4 202412$1.1bn75
Q1 202518$690m153
Q2 202512$1.5bn102
Q3 202515$1.9bn78
Q4 202513$2.0bn1616
Q1 202615$1.5bn1515
Q2 202616$2.1bn1516

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

EVR and V →EVR and AXP →EVR and BAC →Choose a stock to compare with EVR →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own EVR, latest filings →Back to the 13F Explorer →