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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 4 Feb 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 12 listed it in both
Shares listed
7,667,136
combined, among listed positions
Reported value
$2.6bn
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +660,144.

Managers listing EVR in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Wellington Management Group LLP1,931,374$657m0.12%Trimmed-92,14617 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,343,826$457munder 0.1%Trimmed-9,34819 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,256,242$427munder 0.1%Added+405,80017 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC857,965$292m0.15%Trimmed-109,83917 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc617,332$210munder 0.1%Added+5,51317 Feb 2026 (the filing on sec.gov)
Millennium Management LLC536,646$183m0.08%Added+291,57517 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP239,600$82m0.17%Added+229,67417 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC180,304$61munder 0.1%Added+115,71927 Oct 2026 (the filing on sec.gov)
Bridgewater Associates LP108,425$37m0.13%Added+37,14213 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC94,506$32m0.10%Added+96613 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd93,055$32munder 0.1%Added+23,19917 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC88,142$30munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP61,399$21munder 0.1%Added+78017 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC53,638$18m0.08%Added+46,38117 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP46,776$16m0.12%Added+19,46417 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC46,106$16munder 0.1%Trimmed-126,77017 Feb 2026 (the filing on sec.gov)
Man Group PLC44,219$15munder 0.1%Trimmed-12,80517 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP19,000$6.5munder 0.1%Trimmed-39,10017 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC13,600$4.6munder 0.1%Added+5,10012 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP9,111$3.1munder 0.1%Trimmed-15,13017 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC9,100$3.1munder 0.1%Trimmed-6,71213 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP6,066$2.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
First Eagle Investment Management LLC4,101$1.4munder 0.1%Added+114 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP2,237$761kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
PDT Partners LLC2,000$680kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (6)

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 →