13F

Stock

Evercore Inc.

EVR · held by 635 managers

Reported value

$11.3B

Holders

635

+3 new · −3 exited

Holders’ est. mark

$70.6M

Price effect on 6 books still in the name

Largest holder

$1.31B

Vanguard

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Vanguard3.84M$1.31B—Held
BlackRock, Inc.3.46M$1.18B—Held
WELLINGTON MANAGEMENT GROUP LLP1.93M$657.2M—Held
Invesco Ltd.1.34M$457.2M—Held
Fidelity1.26M$427.4M—Held
TD Asset Management Inc1.21M$413.3M—Held
State Street1.16M$394.6M—Held
GEODE CAPITAL MANAGEMENT, LLC924.9K$314.8M—Held
Icahn Capital858K$291.9M—Held
Boston Partners824.4K$280.5M—Held
MORGAN STANLEY686.6K$233.6M$1.82MAdded$24.5M
MILLENNIUM MANAGEMENT LLC536.6K$182.6M—Held
DIMENSIONAL FUND ADVISORS LP532K$181M—Held
NORGES BANK482.6K$164.2M$67.8MAdded$64.5M
GOLDMAN SACHS GROUP INC438.8K$149.3M—Held
JPMORGAN CHASE & CO437.5K$148.9M—Held
BAHL & GAYNOR INC421.6K$143.4M—Held
UBS Group AG351.8K$119.7M—Held
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC331K$112.6M—Held
NORTHERN TRUST CORP320.4K$109M—Held
Bank of New York Mellon Corp320.1K$108.9M—Held
Fisher Asset Management, LLC319.8K$108.8M—Held
Paralel Advisors LLC300K$102.1M—Held
FULLER & THALER ASSET MANAGEMENT, INC.276.1K$93.9M—Held
CHARLES SCHWAB INVESTMENT MANAGEMENT INC267.2K$90.9M—Held
Stephens Investment Management Group LLC245.1K$83.4M—Held
BANK OF AMERICA CORP /DE/241.6K$82.2M$707.9KCut−$7.15M
Holocene Advisors, LP239.6K$81.5M—Held
Junto Capital Management LP222K$75.5M—Held
PRIMECAP MANAGEMENT CO/CA/220.1K$74.9M—Held
Channing Capital Management, LLC219.7K$74.8M—Held
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.211.7K$72M—Held
Artemis Investment Management LLP205.7K$70M—Held
MACQUARIE GROUP LTD200.5K$68.2M—Held
VICTORY CAPITAL MANAGEMENT INC191K$65M—Held
NEUBERGER BERMAN GROUP LLC180.3K$61.3M—Held
Rockefeller Capital Management L.P.175.1K$59.6M—Held
SCHRODER INVESTMENT MANAGEMENT GROUP168.3K$57.8M—Held
TimesSquare Capital Management, LLC168.7K$57.4M—Held
Capital International Investors166.8K$56.8M—Held
MANUFACTURERS LIFE INSURANCE COMPANY, THE162.1K$55.2M—Held
FRANKLIN RESOURCES INC152.6K$51.9M—Held
RAYMOND JAMES FINANCIAL INC146.7K$49.9M—Held
TREMBLANT CAPITAL GROUP145.6K$49.6M—Held
Global Alpha Capital Management Ltd.119.7K$40.7M—Held
Azora Capital LP118.1K$40.2M—Held
Quantinno Capital Management LP113.5K$38.6M—Held
AMERICAN CENTURY COMPANIES INC111.2K$37.8M—Held
BRAUN STACEY ASSOCIATES INC110.4K$37.6M—Held
Bridgewater108.4K$36.9M—Held
WCM INVESTMENT MANAGEMENT, LLC103.8K$35.7M—Held
ProShare Advisors LLC104.7K$35.6M—Held
Covea Finance103.9K$35.4M—Held
Ceredex Value Advisors LLC100.3K$34.1M—Held
Retirement Systems of Alabama99.6K$33.9M—Held
RHUMBLINE ADVISERS98.6K$33.6M—Held
ROYCE & ASSOCIATES LP95.9K$32.6M—Held
Walleye Capital LLC94.5K$32.2M—Held
JANUS HENDERSON GROUP PLC93.1K$31.7M—Held
Citadel88.1K$30M—Held
Driehaus Capital Management LLC86.8K$29.5M—Held
CANADA PENSION PLAN INVESTMENT BOARD86.5K$29.4M—Held
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC84.9K$28.9M—Held
PRINCIPAL FINANCIAL GROUP INC84.5K$28.7M—Held
CRAMER ROSENTHAL MCGLYNN LLC82.9K$28.2M—Held
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/78.8K$26.8M—Held
Swiss National Bank76.1K$25.9M—Held
IEQ CAPITAL, LLC74.1K$25.2M—Held
Nuveen, LLC73.4K$25M—Held
WESTWOOD HOLDINGS GROUP INC72.4K$24.6M—Held
Interval Partners, LP71.4K$24.3M—Held
NEW YORK STATE COMMON RETIREMENT FUND71.1K$24.2M—Held
California Public Employees Retirement System70.2K$23.9M—Held
BASSWOOD CAPITAL MANAGEMENT, L.L.C.69.8K$23.7M—Held
Jain Global LLC66.7K$22.7M—Held
ENVESTNET ASSET MANAGEMENT INC65.3K$22.2M—Held
STATE OF WISCONSIN INVESTMENT BOARD63.5K$21.6M—Held
SEI INVESTMENTS CO61.4K$20.9M—Held
ALLIANCEBERNSTEIN L.P.61.4K$20.9M—Held
AGF MANAGEMENT LTD59.9K$20.4M—Held
Legal & General Group Plc59.9K$20.4M—Held
COOKSON PEIRCE & CO INC58.3K$19.8M—Held
CCM INVESTMENT ADVISERS LLC55.9K$19M—Held
STRS OHIO54.9K$18.7M—Held
AMERIPRISE FINANCIAL INC54.8K$18.6M—Held
Susquehanna Portfolio Strategies, LLC54.2K$18.4M—Held
Epoch Investment Partners, Inc.53.9K$18.3M—Held
Schonfeld Strategic Advisors LLC53.6K$18.3M—Held
Empire Life Investments Inc.52.3K$17.8M—Held
MARSICO CAPITAL MANAGEMENT LLC50.8K$17.3M—Held
Cerity Partners LLC48.9K$16.7M—Held
LOS ANGELES CAPITAL MANAGEMENT LLC56K$16.3M—Held
THAMES CAPITAL MANAGEMENT LLC46.9K$16M—Held
WELLS FARGO & COMPANY/MN46.8K$15.9M—Held
Freestone Grove Partners LP46.8K$15.9M—Held
Balyasny Asset Management L.P.46.1K$15.7M—Held
Man Group plc44.2K$15M—Held
Polar Asset Management Partners Inc.42.6K$14.5M—New
Allianz Asset Management GmbH40.9K$13.9M—Held
PEREGRINE CAPITAL MANAGEMENT LLC40.8K$13.9M—Held
Cresset Asset Management, LLC40.7K$13.9M$119.1KAdded$95.5K
Jackson Wealth Management, LLC40.1K$13.6M—Held
Morse Asset Management, Inc38.7K$13.2M—Held
Engineers Gate Manager LP38.6K$13.1M—Held
BOKF, NA37.5K$12.8M—Held
FRONTIER CAPITAL MANAGEMENT CO LLC37.4K$12.7M—Held
Leeward Investments, LLC - MA37.4K$12.7M—Held
STIFEL FINANCIAL CORP36.9K$12.5M—Held
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM36.7K$12.5M—Held
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM36.5K$12.4M—Held
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO36.1K$12.3M—Held
GLENMEDE TRUST CO NA35.2K$12M—Held
Verdence Capital Advisors LLC33.2K$11.3M—Held
ROYAL BANK OF CANADA33.1K$11.3M—Held
Cinctive Capital Management LP32.7K$11.1M—Held
CASTLEARK MANAGEMENT LLC32K$10.9M—Held
FIRST TRUST ADVISORS LP29.1K$9.91M—Held
Granite Investment Partners, LLC28.6K$9.73M—Held
VOYA INVESTMENT MANAGEMENT LLC27.6K$9.38M—Held
Waratah Capital Advisors Ltd.27K$9.19M—Held
EFG International AG26.8K$9.15M—Held
Nitorum Capital, L.P.26.6K$9.05M—Held
BARCLAYS PLC26.2K$8.91M$76.7KCut−$12.4M
PICTON MAHONEY ASSET MANAGEMENT26.1K$8.89M—Held
Focus Partners Wealth26.1K$8.87M—Held
Russell Investments Group, Ltd.25.7K$8.74M—Held
PEREGRINE INVESTMENT MANAGEMENT INC25.1K$8.54M—Held
Sarasin & Partners LLP25K$8.51M—Held
LPL Financial LLC23.2K$7.89M—Held
Prana Capital Management, LP22K$7.5M—Held
Advisors Capital Management, LLC22K$7.47M—Held
PINNACLE ASSOCIATES LTD21.6K$7.36M—Held
BW Gestao de Investimentos Ltda.21.5K$7.32M—Held
Gotham Asset Management, LLC20.8K$7.07M—Held
AXXCESS WEALTH MANAGEMENT, LLC20.6K$7.02M—Held
Mariner, LLC20.4K$6.93M—Held
SYON CAPITAL LLC19.5K$6.64M—Held
TWO SIGMA ADVISERS, LP19K$6.46M—Held
MetLife Investment Management, LLC18.9K$6.42M—Held
B. Metzler seel. Sohn & Co. AG18.2K$6.2M—Held
ZACKS INVESTMENT MANAGEMENT18.1K$6.17M—Held
Sequoia Financial Advisors, LLC16.6K$5.64M—Held
Advisory Services Network, LLC16.5K$5.61M—Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15K$5.61M—Held
Prescott Group Capital Management, L.L.C.16.1K$5.49M—Held
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC16.1K$5.48M—Held
Police & Firemen's Retirement System of New Jersey15.6K$5.3M—Held
Centric Wealth Management14.8K$5.26M—Held
State of Tennessee, Department of Treasury14.7K$5.21M—Held
ALPS ADVISORS INC15.2K$5.18M—Held
Harbor Advisors LLC15K$5.1M—Held
Creative Planning14.5K$4.92M—Held
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC14.4K$4.92M—Held
Transamerica Financial Advisors, LLC14.4K$4.91M—Held
BRIDGES INVESTMENT MANAGEMENT INC14.2K$4.83M—Held
Dorsey Wright & Associates12.5K$4.76M—Held
DEUTSCHE BANK AG\13.7K$4.65M—Held
Renaissance Technologies13.6K$4.63M—Held
TD Waterhouse Canada Inc.13.5K$4.6M—Held
YOUSIF CAPITAL MANAGEMENT, LLC12.3K$4.51M—Held
BLAIR WILLIAM & CO/IL13.1K$4.46M—Held
Triasima Portfolio Management inc.13.1K$4.46M—Held
Zurcher Kantonalbank (Zurich Cantonalbank)12.9K$4.39M—Held
GUGGENHEIM CAPITAL LLC12.9K$4.39M—Held
COMERICA BANK12.8K$4.37M—Held
NOMURA ASSET MANAGEMENT CO LTD12.6K$4.28M—Held
State of New Jersey Common Pension Fund D12.6K$4.27M—Held
Universal- Beteiligungs- und Servicegesellschaft mbH12.5K$4.25M—Held
Orion Porfolio Solutions, LLC12.3K$4.18M—Held
US BANCORP \DE\12K$4.08M—Held
Vanguard Personalized Indexing Management, LLC11.9K$4.06M—Held
SRH ADVISORS, LLC11.5K$3.92M—Held
CAPTRUST FINANCIAL ADVISORS11.4K$3.86M—Held
Trexquant Investment LP10.9K$3.7M—Held
TEACHER RETIREMENT SYSTEM OF TEXAS10.9K$3.7M—Held
Bridge City Capital, LLC10.8K$3.69M—Held
ARIZONA STATE RETIREMENT SYSTEM10.7K$3.65M—Held
Corient Private Wealth LLC10.7K$3.65M—Held
Louisiana State Employees Retirement System10.7K$3.64M—Held
Kingsview Wealth Management, LLC10.6K$3.6M—Held
Amundi10.4K$3.53M—Held
F/m Investments LLC10.3K$3.49M—Held
CAMPBELL NEWMAN ASSET MANAGEMENT INC9.85K$3.35M—Held
Lighthouse Investment Partners, LLC9.79K$3.33M—Held
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS9.68K$3.29M—Held
Walleye Trading LLC9.47K$3.22M—Held
CITIGROUP INC9.4K$3.2M—Held
EAGLE ROCK INVESTMENT COMPANY, LLC9.27K$3.15M—Held
FIFTH THIRD BANCORP9.23K$3.14M—Held
TWO SIGMA INVESTMENTS, LP9.11K$3.1M—Held
STATE OF MICHIGAN RETIREMENT SYSTEM9.11K$3.1M—Held
Verition Fund Management LLC9.1K$3.1M—Held
Advisors Asset Management, Inc.9.06K$3.08M—Held
TRUIST FINANCIAL CORP8.93K$3.04M—Held
ESSEX INVESTMENT MANAGEMENT CO LLC8.77K$2.98M—Held
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC8.65K$2.94M—Held
KLP KAPITALFORVALTNING AS8.46K$2.88M—Held
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8.42K$2.86M—Held
MERCER GLOBAL ADVISORS INC /ADV8.39K$2.85M—Held
CPC Advisors, LLC8.32K$2.83M—Held
Inspire Investing, LLC8.31K$2.83M—Held
Jefferies Financial Group Inc.8.28K$2.82M—Held
DGS Capital Management, LLC8.27K$2.81M$21.5KAdded$336.9K
BNP PARIBAS FINANCIAL MARKETS8.21K$2.79M—Held
JAMES INVESTMENT RESEARCH, INC.8.18K$2.78M—Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO8.05K$2.74M—Held
CREDIT AGRICOLE S A8K$2.72M—Held
HAGER INVESTMENT MANAGEMENT SERVICES, LLC7.79K$2.65M—Held
Legato Capital Management LLC7.77K$2.64M—Held
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7.76K$2.64M—Held
Caisse de depot et placement du Quebec7.48K$2.55M—Held
Federation des caisses Desjardins du Quebec7.42K$2.52M—Held
BANK OF MONTREAL /CAN/7.32K$2.49M—Held
HANCOCK WHITNEY CORP7.21K$2.45M—Held
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.7.2K$2.45M—Held
Monument Capital Management7.11K$2.42M—Held
Ameritas Investment Partners, Inc.7.09K$2.41M—Held
Cetera Investment Advisers7.04K$2.4M—Held
Pathstone Holdings, LLC6.92K$2.35M—Held
Washington Trust Advisors, Inc.6.91K$2.35M—Held
Pallas Capital Advisors LLC6.69K$2.28M—Held
PRINCETON CAPITAL MANAGEMENT LLC6.68K$2.27M—Held
HighTower Advisors, LLC6.66K$2.26M—Held
Summit Trail Advisors, LLC6.57K$2.24M—Held
Radnor Capital Management, LLC6.45K$2.19M—Held
SummitTX Capital, L.P.6.41K$2.18M—Held
Ensign Peak Advisors, Inc6.26K$2.13M—Held
Dana Investment Advisors, Inc.6.2K$2.11M—Held
Sargent Investment Group, LLC6.17K$2.1M—Held
Cadence Bank6.17K$2.1M—Held
SUSQUEHANNA INTERNATIONAL GROUP, LLP6.07K$2.06M—Held
NLB Skladi, upravljanje premozenja, d.o.o.6K$2.04M—Held
Pictet Asset Management Holding SA5.86K$1.99M—Held
Vestmark Advisory Solutions, Inc.5.75K$1.96M—Held
New Age Alpha Advisors, LLC5.62K$1.91M—Held
INTECH INVESTMENT MANAGEMENT LLC5.56K$1.89M—Held
MAI Capital Management5.48K$1.87M—Held
CROBAN5.38K$1.83M—Held
Catalyst Capital Advisors LLC5.03K$1.71M—Held
ANGELES WEALTH MANAGEMENT, LLC4.81K$1.64M—Held
Mitsubishi UFJ Trust & Banking Corp4.77K$1.62M—Held
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4.76K$1.62M—Held
Summit Place Financial Advisors, LLC4.73K$1.61M—Held
Knights of Columbus Asset Advisors LLC4.66K$1.59M—Held
Pacer Advisors, Inc.4.63K$1.58M—Held
Cornerstone Investment Partners, LLC4.4K$1.5M—Held
Freedom Day Solutions, LLC4.32K$1.47M—Held
Symmetry Investments LP4.28K$1.46M—Held
Nicholas Investment Partners, LP4.11K$1.4M—Held
First Eagle Investment Management, LLC4.1K$1.4M—Held

Who left

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.