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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
30 Sep 2025
the date the book describes
Filed
17 Nov 2025
latest of these filings; the earliest 12 Nov 2025
Managers listing it
15
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 10 listed it in both
Shares listed
5,563,897
combined, among listed positions
Reported value
$1.9bn
combined, at the quarter end

Among the 95 comparable managers: 7 buyers (opened or added shares) and 8 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

15 of 15 holders

ActionFiling
Wellington Management Group LLP2,023,520$683m0.12%Added+1,459,90314 Nov 2025 (the filing on sec.gov)
Invesco Ltd1,353,174$456m0.07%Trimmed-54,10413 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC967,804$326m0.21%Added+94,96014 Nov 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc611,819$206munder 0.1%Trimmed-42,51614 Nov 2025 (the filing on sec.gov)
Balyasny Asset Management LLC172,876$58m0.07%Trimmed-22,90914 Nov 2025 (the filing on sec.gov)
Artisan Partners LP160,544$54m0.08%Newnew12 Nov 2025 (the filing on sec.gov)
Walleye Capital LLC93,540$32m0.12%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP71,283$24m0.09%Added+66,54013 Nov 2025 (the filing on sec.gov)
Two Sigma Advisers LP58,100$20munder 0.1%Trimmed-29,90014 Nov 2025 (the filing on sec.gov)
Freestone Grove Partners LP27,312$9.2m0.07%Newnew14 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP9,926$3.3munder 0.1%Trimmed-163,34514 Nov 2025 (the filing on sec.gov)
First Eagle Investment Management LLC4,090$1.4munder 0.1%Trimmed-1,25212 Nov 2025 (the filing on sec.gov)
Winton Group Ltd4,010$1.4m0.05%Trimmed-25,42013 Nov 2025 (the filing on sec.gov)
Caxton Associates LLP3,899$1.3munder 0.1%Newnew17 Nov 2025 (the filing on sec.gov)
PDT Partners LLC2,000$675kunder 0.1%Heldn.a.17 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 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 (3)

Exited (1)

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 →