Who owns EVR (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-Q1 13F filings. 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
133 tracked funds added or opened EVR while 216 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 654 tracked filers holding EVR, 378 increased or opened the position and 275 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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 50
- VANGUARD PORTFOLIO MANAGEMENT LLC$589M
- VANGUARD CAPITAL MANAGEMENT LLC$506M
- Point72 Asset Management, L.P.$117M
- VANGUARD FIDUCIARY TRUST CO$71M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$69M
- Longaeva Partners L.P.$47M
Full exits 35
- VANGUARD GROUP INC$1.3B
- Azora Capital LP$40M
- Driehaus Capital Management LLC$30M
- BASSWOOD CAPITAL MANAGEMENT, L.L.C.$24M
- Jain Global LLC$23M
- THAMES CAPITAL MANAGEMENT LLC$16M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$96M
- BALYASNY ASSET MANAGEMENT L.P.$94M
- Qube Research & Technologies Ltd$73M
- FMR LLC$68M
- RENAISSANCE TECHNOLOGIES LLC$47M
- MORGAN STANLEY$40M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$472M
- Pacer Advisors, Inc.$268M
- BlackRock, Inc.$190M
- MILLENNIUM MANAGEMENT LLC$162M
- TD Asset Management Inc$127M
- PRICE T ROWE ASSOCIATES INC /MD/$113M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,307,048 | $987M | 9.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,974,144 | $589M | 5.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,694,949 | $506M | 4.6% | 2026-Q1 |
| FMR LLC added | 1,661,039 | $496M | 4.5% | 2026-Q1 |
| Invesco Ltd. added | 1,400,803 | $418M | 3.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,316,606 | $388M | 3.6% | 2026-Q1 |
| STATE STREET CORP added | 1,179,024 | $352M | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,043,338 | $311M | 2.9% | 2026-Q1 |
| TD Asset Management Inc trimmed | 958,472 | $286M | 2.6% | 2026-Q1 |
| MORGAN STANLEY added | 917,801 | $274M | 2.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 621,277 | $185M | 1.7% | 2026-Q1 |
| Boston Partners trimmed | 580,174 | $173M | 1.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 548,530 | $164M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 524,531 | $157M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 468,882 | $134M | 1.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 424,719 | $127M | 1.2% | 2026-Q1 |
| BAHL & GAYNOR INC trimmed | 401,833 | $120M | 1.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 390,584 | $117M | 1.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 369,040 | $110M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 357,164 | $107M | 1.0% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 353,950 | $106M | 1.0% | 2026-Q1 |
| NORGES BANK added | 499,345 | $100M | 0.9% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 331,109 | $99M | 0.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 326,665 | $98M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 319,237 | $95M | 0.9% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 318,967 | $95M | 0.9% | 2026-Q1 |
| Paralel Advisors LLC | 300,000 | $90M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 292,605 | $87M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 275,310 | $82M | 0.8% | 2026-Q1 |
| Artemis Investment Management LLP added | 275,182 | $82M | 0.8% | 2026-Q1 |
| Stephens Investment Management Group LLC added | 259,808 | $78M | 0.7% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 256,476 | $77M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 248,864 | $74M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 239,104 | $71M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 234,689 | $70M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 232,571 | $69M | 0.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 198,770 | $59M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 190,927 | $54M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 175,633 | $52M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 173,860 | $52M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 173,133 | $52M | 0.5% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 165,966 | $50M | 0.5% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 161,805 | $48M | 0.4% | 2026-Q1 |
| Longaeva Partners L.P. new | 157,263 | $47M | 0.4% | 2026-Q1 |
| Capital International Investors trimmed | 155,769 | $46M | 0.4% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 144,432 | $43M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 141,624 | $42M | 0.4% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 136,010 | $41M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 133,903 | $40M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 127,872 | $38M | 0.3% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 126,617 | $38M | 0.3% | 2026-Q1 |
| Ceredex Value Advisors LLC added | 123,525 | $37M | 0.3% | 2026-Q1 |
| Global Alpha Capital Management Ltd. trimmed | 118,857 | $35M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 116,040 | $35M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 109,630 | $33M | 0.3% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 108,256 | $32M | 0.3% | 2026-Q1 |
| BRAUN STACEY ASSOCIATES INC trimmed | 107,968 | $32M | 0.3% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 107,831 | $32M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 106,178 | $32M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC added | 103,006 | $31M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 101,485 | $30M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 100,589 | $30M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 100,437 | $30M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 100,242 | $30M | 0.3% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 100,148 | $29M | 0.3% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 94,874 | $28M | 0.3% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 91,902 | $27M | 0.3% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 90,438 | $27M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 89,900 | $27M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 88,415 | $26M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 87,293 | $26M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 86,286 | $26M | 0.2% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 85,197 | $25M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 83,303 | $25M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 78,241 | $23M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 76,560 | $23M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 75,135 | $22M | 0.2% | 2026-Q1 |
| Junto Capital Management LP trimmed | 74,760 | $22M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 74,402 | $22M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 73,400 | $22M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 72,919 | $22M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 70,116 | $21M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 61,043 | $21M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 69,158 | $21M | 0.2% | 2026-Q1 |
| MACQUARIE GROUP LTD trimmed | 66,537 | $20M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 66,536 | $20M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 66,075 | $20M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,781,862 | $1.3B | 11.8% | 2025-Q4 stale |
| Bain Capital Public Equity Management II, LLC added | 434,209 | $146M | 1.3% | 2025-Q3 stale |
| EMINENCE CAPITAL, LP trimmed | 447,048 | $121M | 1.1% | 2025-Q2 stale |
| Artisan Partners Limited Partnership new | 160,544 | $54M | 0.5% | 2025-Q3 stale |
| MAVERICK CAPITAL LTD added | 169,745 | $46M | 0.4% | 2025-Q2 stale |
| Azora Capital LP trimmed | 118,110 | $40M | 0.4% | 2025-Q4 stale |
| SAMLYN CAPITAL, LLC added | 124,703 | $34M | 0.3% | 2025-Q2 stale |
| Driehaus Capital Management LLC added | 86,785 | $30M | 0.3% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 132,839 | $27M | 0.2% | 2025-Q1 stale |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 69,797 | $24M | 0.2% | 2025-Q4 stale |
| Jain Global LLC new | 66,650 | $23M | 0.2% | 2025-Q4 stale |
| KETTLE HILL CAPITAL MANAGEMENT, LLC added | 66,047 | $22M | 0.2% | 2025-Q3 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 81,959 | $22M | 0.2% | 2025-Q2 stale |
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.