EVERCORE INC - A EVR
$342.64
+0.5% 52w: $242.02 – $381.16
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data242.02311.59381.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
654
+18 QoQ
13F value
$10.50B
-12.2% QoQ
Smart-money holders
26
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.8×
$143.2M calls / $168.8M puts
Institutional value by quarter
Number of holders
Who owns EVR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 3.6M | $1.09B | 0.0% | +5.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 2.0M | $589.3M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.7M | $506.0M | 0.0% | — |
| FMR LLC | Long only active | 1.7M | $498.4M | 0.0% | +32.9% |
| Invesco Ltd. | Index provider | 1.4M | $425.3M | 0.1% | +6.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 1.3M | $388.1M | 0.2% | +53.5% |
| STATE STREET CORP | Index provider | 1.2M | $352.0M | 0.0% | +1.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.0M | $311.5M | 0.0% | +12.8% |
| TD Asset Management Inc | Diversified mechanical | 958.5K | $286.1M | 0.2% | -21.1% |
| MORGAN STANLEY | Bank broker | 917.8K | $274.0M | 0.0% | +33.7% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 623.3K | $186.0M | 0.0% | -67.7% |
| Boston Partners | Other | 580.2K | $173.2M | 0.2% | -29.6% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 548.5K | $163.7M | 0.0% | +3.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 524.5K | $156.6M | 0.0% | +19.5% |
| JPMORGAN CHASE & CO | Bank broker | 468.9K | $133.7M | 0.0% | +7.2% |
| Fisher Asset Management, LLC | Long only active | 424.7K | $126.8M | 0.0% | +32.8% |
| BAHL & GAYNOR INC | Other | 401.8K | $120.0M | 0.6% | -4.7% |
| Point72 Asset Management, L.P. | Multistrat pod | 390.6K | $116.6M | 0.2% | New |
| Balyasny Asset Management L.P. | Multistrat pod | 369.0K | $110.2M | 0.2% | +700.4% |
| NORTHERN TRUST CORP | Index provider | 357.2K | $106.6M | 0.0% | +11.5% |
| PRIMECAP MANAGEMENT CO/CA/ ★2 | Long only active | 353.9K | $105.7M | 0.1% | +60.8% |
| FULLER & THALER ASSET MANAGEMENT, INC. | Other | 331.1K | $98.8M | 0.3% | -40.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 326.7K | $97.5M | 0.0% | -47.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 319.2K | $95.3M | 0.0% | -0.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Bank broker | 319.0K | $95.2M | 0.1% | +54.4% |
| Paralel Advisors LLC ★2 | Fundamental diversified | 300.0K | $89.6M | 3.7% | Held |
| UBS Group AG | Bank broker | 292.6K | $87.3M | 0.0% | -16.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 275.3K | $82.2M | 0.0% | +3.0% |
| Artemis Investment Management LLP | Other | 275.2K | $82.1M | 0.9% | +33.8% |
| Stephens Investment Management Group LLC | Other | 259.8K | $77.6M | 1.1% | +6.0% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 256.5K | $76.6M | 0.3% | -22.5% |
| Qube Research & Technologies Ltd | Quant stat arb | 248.9K | $74.3M | 0.1% | +6865.1% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 239.1K | $71.4M | 0.0% | — |
| BANK OF AMERICA CORP /DE/ | Bank broker | 234.7K | $70.1M | 0.0% | -2.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 232.6K | $69.4M | 0.0% | New |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 198.8K | $59.3M | 0.0% | +4.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 190.9K | $54.5M | 0.0% | +13.4% |
| Quantinno Capital Management LP | Diversified mechanical | 175.6K | $52.4M | 0.1% | +54.8% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 173.9K | $51.9M | 0.1% | +1178.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 173.1K | $51.7M | 0.1% | -1.1% |
| TimesSquare Capital Management, LLC | Other | 166.0K | $49.5M | 0.8% | -1.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 161.8K | $48.3M | 0.0% | -0.2% |
| Longaeva Partners L.P. ★2 | Fundamental diversified | 157.3K | $46.9M | 2.3% | New |
| Capital International Investors | Long only active | 155.8K | $46.5M | 0.0% | -6.6% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 144.4K | $43.1M | 0.2% | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 141.6K | $42.3M | 0.1% | -33.1% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 136.0K | $40.9M | 0.1% | +906.9% |
| FRANKLIN RESOURCES INC | Long only active | 133.9K | $40.0M | 0.0% | -12.2% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 127.9K | $38.2M | 0.0% | +37.4% |
| ROYCE & ASSOCIATES LP | Other | 126.6K | $37.8M | 0.4% | +32.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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