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Free · no sign-up · Q2 2026

Which funds own EVR

Evercore Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $702m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
2
at least, of 91 current
Combined value
$702m
as reported
Opened
0
new this quarter
Added to
1
already held
Trimmed or sold out
3
2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
AQR Capital Management LLC
Quantitative · $287bn book
$584m0.2%1,710,982+$196m+394,130Added
Point72 Asset Management LP
Multi-strategy · $90.7bn book
$118m0.1%344,521+$1.0m-46,063Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Ownership through time

At least 16 of the 95 managers whose filings are on file listed EVR in Q2 2026, against 4 in Q2 2013. 1 manager more than in Q1 2026: 1 started a position; 2 listed it again; 1 sold out, by its own filing; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
0918Q2 2013: 4Q3 2013: 2Q4 2013: 3Q1 2014: 214Q2 2014: 2Q3 2014: 3Q4 2014: 3Q1 2015: 515Q2 2015: 2Q3 2015: 2Q4 2015: 3Q1 2016: 416Q2 2016: 4Q3 2016: 4Q4 2016: 6Q1 2017: 617Q2 2017: 3Q3 2017: 2Q4 2017: 4Q1 2018: 518Q2 2018: 8Q3 2018: 5Q4 2018: 7Q1 2019: 419Q2 2019: 7Q3 2019: 10Q4 2019: 10Q1 2020: 1020Q2 2020: 4Q3 2020: 5Q4 2020: 5Q1 2021: 821Q2 2021: 6Q3 2021: 9Q4 2021: 7Q1 2022: 922Q2 2022: 10Q3 2022: 7Q4 2022: 6Q1 2023: 723Q2 2023: 6Q3 2023: 7Q4 2023: 10Q1 2024: 724Q2 2024: 8Q3 2024: 14Q4 2024: 12Q1 2025: 1825Q2 2025: 12Q3 2025: 15Q4 2025: 13Q1 2026: 1526Q2 2026: 16
  • Q2 2013: 4
  • Q3 2013: 2
  • Q4 2013: 3
  • Q1 2014: 2
  • Q2 2014: 2
  • Q3 2014: 3
  • Q4 2014: 3
  • Q1 2015: 5
  • Q2 2015: 2
  • Q3 2015: 2
  • Q4 2015: 3
  • Q1 2016: 4
  • Q2 2016: 4
  • Q3 2016: 4
  • Q4 2016: 6
  • Q1 2017: 6
  • Q2 2017: 3
  • Q3 2017: 2
  • Q4 2017: 4
  • Q1 2018: 5
  • Q2 2018: 8
  • Q3 2018: 5
  • Q4 2018: 7
  • Q1 2019: 4
  • Q2 2019: 7
  • Q3 2019: 10
  • Q4 2019: 10
  • Q1 2020: 10
  • Q2 2020: 4
  • Q3 2020: 5
  • Q4 2020: 5
  • Q1 2021: 8
  • Q2 2021: 6
  • Q3 2021: 9
  • Q4 2021: 7
  • Q1 2022: 9
  • Q2 2022: 10
  • Q3 2022: 7
  • Q4 2022: 6
  • Q1 2023: 7
  • Q2 2023: 6
  • Q3 2023: 7
  • Q4 2023: 10
  • Q1 2024: 7
  • Q2 2024: 8
  • Q3 2024: 14
  • Q4 2024: 12
  • Q1 2025: 18
  • Q2 2025: 12
  • Q3 2025: 15
  • Q4 2025: 13
  • Q1 2026: 15
  • Q2 2026: 16
Their combined reported value
$0$1bn$2bnQ2 2013: $35mQ3 2013: $47mQ4 2013: $56mQ1 2014: $35m14Q2 2014: $57mQ3 2014: $34mQ4 2014: $119mQ1 2015: $110m15Q2 2015: $71mQ3 2015: $54mQ4 2015: $140mQ1 2016: $155m16Q2 2016: $196mQ3 2016: $220mQ4 2016: $258mQ1 2017: $285m17Q2 2017: $114mQ3 2017: $83mQ4 2017: $92mQ1 2018: $122m18Q2 2018: $253mQ3 2018: $169mQ4 2018: $180mQ1 2019: $185m19Q2 2019: $291mQ3 2019: $290mQ4 2019: $213mQ1 2020: $99m20Q2 2020: $63mQ3 2020: $53mQ4 2020: $54mQ1 2021: $196m21Q2 2021: $48mQ3 2021: $227mQ4 2021: $211mQ1 2022: $134m22Q2 2022: $125mQ3 2022: $77mQ4 2022: $264mQ1 2023: $231m23Q2 2023: $160mQ3 2023: $324mQ4 2023: $550mQ1 2024: $390m24Q2 2024: $606mQ3 2024: $1.2bnQ4 2024: $1.1bnQ1 2025: $690m25Q2 2025: $1.5bnQ3 2025: $1.9bnQ4 2025: $2.0bnQ1 2026: $1.5bn26Q2 2026: $2.1bn
  • Q2 2013: $35m
  • Q3 2013: $47m
  • Q4 2013: $56m
  • Q1 2014: $35m
  • Q2 2014: $57m
  • Q3 2014: $34m
  • Q4 2014: $119m
  • Q1 2015: $110m
  • Q2 2015: $71m
  • Q3 2015: $54m
  • Q4 2015: $140m
  • Q1 2016: $155m
  • Q2 2016: $196m
  • Q3 2016: $220m
  • Q4 2016: $258m
  • Q1 2017: $285m
  • Q2 2017: $114m
  • Q3 2017: $83m
  • Q4 2017: $92m
  • Q1 2018: $122m
  • Q2 2018: $253m
  • Q3 2018: $169m
  • Q4 2018: $180m
  • Q1 2019: $185m
  • Q2 2019: $291m
  • Q3 2019: $290m
  • Q4 2019: $213m
  • Q1 2020: $99m
  • Q2 2020: $63m
  • Q3 2020: $53m
  • Q4 2020: $54m
  • Q1 2021: $196m
  • Q2 2021: $48m
  • Q3 2021: $227m
  • Q4 2021: $211m
  • Q1 2022: $134m
  • Q2 2022: $125m
  • Q3 2022: $77m
  • Q4 2022: $264m
  • Q1 2023: $231m
  • Q2 2023: $160m
  • Q3 2023: $324m
  • Q4 2023: $550m
  • Q1 2024: $390m
  • Q2 2024: $606m
  • Q3 2024: $1.2bn
  • Q4 2024: $1.1bn
  • Q1 2025: $690m
  • Q2 2025: $1.5bn
  • Q3 2025: $1.9bn
  • Q4 2025: $2.0bn
  • Q1 2026: $1.5bn
  • Q2 2026: $2.1bn

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Largest decreases, by shares

Left it

ManagerValue over timeFirst listedLargestQ2 2026
AQR Capital Management LLCQ4 2019$584m$584m
Invesco LtdQ3 2024$547m$547m
Millennium Management LLCQ4 2013$337m$218m
Wellington Management Group LLPQ4 2015$683m$213m
Arrowstreet Capital LPQ1 2026$119m$119m
Point72 Asset Management LPQ2 2019$118m$118m
Two Sigma Investments LPQ4 2014$78m$68m
Renaissance Technologies LLCQ2 2013$137m$53m
Janus Henderson Group LtdQ1 2026$45m$45m
Holocene Advisors LPQ4 2017$82m$35m
Woodline Partners LPQ1 2026$24m$24m
Freestone Grove Partners LPQ1 2025$16m$13m
Bridgewater Associates LPQ2 2022$37m$11m
Schonfeld Strategic Advisors LLCQ1 2016$21m$11m
Caxton Associates LLPQ2 2017$1.6m$1.6m
MFS Investment ManagementQ2 2013$230mlast listed Q1 2025
T. Rowe Price Associates IncQ2 2025$210mlast listed Q4 2025
Balyasny Asset Management LLCQ1 2016$110mlast listed Q1 2026
Citadel Advisors LLCQ2 2019$102mlast listed Q3 2019
Jane Street Group LLCQ1 2021$79mlast listed Q1 2021
Two Sigma Advisers LPQ2 2018$70mlast listed Q3 2025
Neuberger Berman Group LLCQ2 2024$63mlast listed Q4 2025
Artisan Partners LPQ3 2025$54mlast listed Q3 2025
Maverick Capital LtdQ2 2018$46mlast listed Q2 2025
Man Group PLCQ1 2018$44mlast listed Q1 2025

What EVR is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around EVR →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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