Who owns Evercore (EVR)
Which tracked institutional funds hold EVR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
260 tracked funds added or opened EVR while 100 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EVR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EVR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EVR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 670 tracked filers holding EVR, 351 increased or opened the position and 320 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EVR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 41
- Azora Capital LP$64M
- Jupiter Topco LLC$45M
- FLPUTNAM INVESTMENT MANAGEMENT CO$25M
- Driehaus Capital Management LLC$21M
- Jain Global LLC$15M
- Zurich Insurance Group Ltd/FI$12M
Full exits 46
- JANUS HENDERSON GROUP PLC$38M
- MARSHALL WACE, LLP$33M
- SG Americas Securities, LLC$31M
- LORD, ABBETT & CO. LLC$27M
- Junto Capital Management LP$22M
- CITADEL ADVISORS LLC$20M
Largest adds
- BlackRock, Inc.$281M
- MILLENNIUM MANAGEMENT LLC$197M
- AQR CAPITAL MANAGEMENT LLC$196M
- Invesco Ltd.$129M
- UBS Group AG$85M
- VANGUARD PORTFOLIO MANAGEMENT LLC$79M
Largest trims
- FMR LLC$109M
- BALYASNY ASSET MANAGEMENT L.P.$90M
- PRICE T ROWE ASSOCIATES INC /MD/$85M
- TD Asset Management Inc$78M
- GOLDMAN SACHS GROUP INC$37M
- Longaeva Partners L.P.$24M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,715,623 | $1.3B | 11.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,956,150 | $668M | 6.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,710,982 | $584M | 5.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,680,210 | $574M | 5.3% | 2026-Q2 |
| Invesco Ltd. added | 1,602,673 | $547M | 5.1% | 2026-Q2 |
| STATE STREET CORP added | 1,206,119 | $412M | 3.8% | 2026-Q2 |
| FMR LLC trimmed | 1,132,481 | $387M | 3.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,098,427 | $375M | 3.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 803,015 | $274M | 2.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 637,464 | $218M | 2.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 624,987 | $213M | 2.0% | 2026-Q2 |
| Boston Partners added | 614,517 | $210M | 1.9% | 2026-Q2 |
| TD Asset Management Inc trimmed | 609,109 | $208M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 556,420 | $190M | 1.8% | 2026-Q2 |
| UBS Group AG added | 503,403 | $172M | 1.6% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 423,875 | $145M | 1.3% | 2026-Q2 |
| NORGES BANK trimmed | 417,041 | $142M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 409,197 | $138M | 1.3% | 2026-Q2 |
| Bahl & Gaynor LLC trimmed | 395,493 | $135M | 1.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 393,112 | $134M | 1.2% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ added | 376,150 | $128M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 353,320 | $121M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 349,683 | $119M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 347,147 | $119M | 1.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 344,521 | $118M | 1.1% | 2026-Q2 |
| Capital International Investors added | 324,747 | $111M | 1.0% | 2026-Q2 |
| Artemis Investment Management LLP added | 315,762 | $108M | 1.0% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 310,105 | $106M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 302,828 | $103M | 1.0% | 2026-Q2 |
| Paralel Advisors LLC | 300,000 | $102M | 1.0% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 282,832 | $97M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 275,398 | $94M | 0.9% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 250,095 | $85M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 243,109 | $83M | 0.8% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 239,490 | $82M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 218,035 | $74M | 0.7% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 217,208 | $74M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 197,932 | $68M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 197,638 | $67M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 194,737 | $66M | 0.6% | 2026-Q2 |
| Azora Capital LP added | 186,028 | $64M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 184,970 | $63M | 0.6% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 172,702 | $58M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 170,140 | $58M | 0.5% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 165,959 | $57M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 156,180 | $53M | 0.5% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 139,266 | $48M | 0.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 134,065 | $46M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 132,403 | $45M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 127,099 | $43M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 121,454 | $41M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 118,792 | $41M | 0.4% | 2026-Q2 |
| Global Alpha Capital Management Ltd. trimmed | 118,121 | $40M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 117,846 | $40M | 0.4% | 2026-Q2 |
| Boston Trust Walden Corp added | 115,831 | $40M | 0.4% | 2026-Q2 |
| Ceredex Value Advisors LLC trimmed | 108,250 | $37M | 0.3% | 2026-Q2 |
| BRAUN STACEY ASSOCIATES INC trimmed | 107,878 | $37M | 0.3% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 104,279 | $36M | 0.3% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 102,758 | $35M | 0.3% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 100,016 | $34M | 0.3% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 99,887 | $33M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 99,799 | $34M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 98,494 | $34M | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 94,525 | $32M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 93,181 | $32M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 91,600 | $31M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 89,248 | $30M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 87,797 | $30M | 0.3% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 87,345 | $30M | 0.3% | 2026-Q2 |
| MARSICO CAPITAL MANAGEMENT LLC added | 79,919 | $27M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 78,541 | $27M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 77,054 | $26M | 0.2% | 2026-Q2 |
| ProShare Advisors LLC added | 75,810 | $26M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 75,520 | $26M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 74,739 | $26M | 0.2% | 2026-Q2 |
| Interval Partners, LP added | 74,149 | $25M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 73,820 | $25M | 0.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO new | 73,592 | $25M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 73,252 | $25M | 0.2% | 2026-Q2 |
| Woodline Partners LP added | 70,414 | $24M | 0.2% | 2026-Q2 |
| Longaeva Partners L.P. trimmed | 67,925 | $23M | 0.2% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 62,852 | $21M | 0.2% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 62,310 | $21M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 61,662 | $21M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 60,674 | $18M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 58,797 | $20M | 0.2% | 2026-Q2 |
| COOKSON PEIRCE & CO INC trimmed | 57,371 | $20M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 57,145 | $20M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 56,837 | $19M | 0.2% | 2026-Q2 |
| MACQUARIE GROUP LTD trimmed | 56,800 | $19M | 0.2% | 2026-Q2 |
| STRS OHIO added | 56,474 | $19M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 56,081 | $19M | 0.2% | 2026-Q2 |
| CCM INVESTMENT ADVISERS LLC added | 55,434 | $19M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 52,315 | $18M | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 51,078 | $17M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 50,031 | $17M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 49,121 | $17M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 48,882 | $17M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 46,399 | $16M | 0.1% | 2026-Q2 |
| Empire Life Investments Inc. trimmed | 45,428 | $16M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.