13F

Stock

Evercore Inc.

EVR · held by 651 managers

Reported value

$10.2B

Holders

651

+91 new · −76 exited

Holders’ est. mark

−$931.4M

Price effect on 219 books still in the name

Largest holder

$1.09B

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.3.65M$1.09B−$144.4MCut−$87.7M
VANGUARD PORTFOLIO MANAGEMENT LLC1.97M$589.3MHeld
VANGUARD CAPITAL MANAGEMENT LLC1.69M$506MHeld
Fidelity1.67M$498.4M−$52.4MAdded$71M
Invesco Ltd.1.42M$425.3M−$56.1MCut−$32M
Icahn Capital1.32M$388.1M−$39.1MAdded$96.1M
State Street1.18M$352M−$48.4MCut−$42.7M
GEODE CAPITAL MANAGEMENT, LLC1.04M$311.5M−$38.6MCut−$3.25M
TD Asset Management Inc958.5K$286.1M−$40MCut−$127.2M
MORGAN STANLEY917.8K$274M−$28.7MAdded$40.4M
WELLINGTON MANAGEMENT GROUP LLP623.3K$186M−$26MCut−$471.1M
Boston Partners580.2K$173.2M−$24.2MCut−$107.3M
DIMENSIONAL FUND ADVISORS LP548.5K$163.7M−$22.2MCut−$17.3M
GOLDMAN SACHS GROUP INC524.5K$156.6M−$18.3MAdded$7.26M
JPMORGAN CHASE & CO468.9K$133.7M−$24.1MCut−$15.1M
Fisher Asset Management, LLC424.7K$126.8M−$13.3MAdded$18M
BAHL & GAYNOR INC401.8K$120M−$16.8MCut−$23.5M
Point72 Asset Management, L.P.390.6K$116.6MNew
Balyasny Asset Management L.P.369K$110.2M−$1.92MAdded$94.5M
NORTHERN TRUST CORP357.2K$106.6M−$13.4MCut−$2.41M
PRIMECAP MANAGEMENT CO/CA/353.9K$105.7M−$9.18MAdded$30.8M
FULLER & THALER ASSET MANAGEMENT, INC.331.1K$98.8M−$11.5MAdded$4.9M
Bank of New York Mellon Corp319.2K$95.3M−$13.3MCut−$13.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.319K$95.2M$61.6MAdded$95.1M
Paralel Advisors LLC300K$89.6M−$12.5MCut−$12.5M
UBS Group AG292.6K$87.3M−$12.2MCut−$32.3M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC275.3K$82.2M−$11.2MCut−$8.73M
Artemis Investment Management LLP275.2K$82.1M−$8.59MAdded$12.2M
Stephens Investment Management Group LLC259.8K$77.6M−$10.2MCut−$5.83M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC256.5K$76.6M−$10.7MCut−$36.1M
Qube Research & Technologies Ltd248.9K$74.3M−$149.1KAdded$73.1M
VANGUARD FIDUCIARY TRUST CO239.1K$71.4MHeld
BANK OF AMERICA CORP /DE/234.7K$70.1M−$9.8MCut−$12.2M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP232.6K$69.4MNew
VICTORY CAPITAL MANAGEMENT INC198.8K$59.3M−$7.97MCut−$5.65M
SCHRODER INVESTMENT MANAGEMENT GROUP190.9K$54.5M−$9.83MCut−$3.39M
Quantinno Capital Management LP175.6K$52.4M−$4.74MAdded$13.8M
Renaissance Technologies173.9K$51.9M−$567.7KAdded$47.3M
Rockefeller Capital Management L.P.173.1K$51.7M−$7.23MCut−$7.89M
TimesSquare Capital Management, LLC166K$49.5M−$6.93MCut−$7.85M
MANUFACTURERS LIFE INSURANCE COMPANY, THE161.8K$48.3M−$6.75MCut−$6.86M
Longaeva Partners L.P.157.3K$46.9MNew
Capital International Investors155.8K$46.5M−$6.5MCut−$10.3M
JACOBS LEVY EQUITY MANAGEMENT, INC144.4K$43.1MNew
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.141.6K$42.3M−$5.91MCut−$29.8M
TD Waterhouse Canada Inc.136K$40.9M−$537.7KAdded$36.3M
FRANKLIN RESOURCES INC133.9K$40M−$5.59MCut−$11.9M
JANUS HENDERSON GROUP PLC127.9K$38.2M−$3.91MAdded$6.49M
ROYCE & ASSOCIATES LP126.6K$37.8M−$4MAdded$5.15M
Ceredex Value Advisors LLC123.5K$36.9M−$4.19MAdded$2.74M
Global Alpha Capital Management Ltd.118.9K$35.5M−$4.96MCut−$5.23M
CANADA PENSION PLAN INVESTMENT BOARD116K$34.6M−$3.61MAdded$5.2M
MARSHALL WACE, LLP109.6K$32.7MNew
WESTWOOD HOLDINGS GROUP INC108.3K$32.3M−$3.02MAdded$7.67M
BRAUN STACEY ASSOCIATES INC108K$32.2M−$4.51MCut−$5.33M
Holocene Advisors, LP107.8K$32.2M−$4.5MCut−$49.3M
Allianz Asset Management GmbH106.2K$31.7M−$1.71MAdded$17.8M
TWO SIGMA INVESTMENTS, LP101.5K$30.3M−$380.3KAdded$27.2M
Retirement Systems of Alabama100.6K$30M−$4.16MCut−$3.86M
RHUMBLINE ADVISERS100.4K$30M−$4.12MCut−$3.58M
RAYMOND JAMES FINANCIAL INC100.2K$29.7M−$4.38MCut−$20.2M
WCM INVESTMENT MANAGEMENT, LLC100.1K$28.6M−$5.85MCut−$7.11M
IEQ CAPITAL, LLC94.9K$28.3M−$3.09MAdded$3.13M
Bridgewater90.4K$27M−$3.77MCut−$9.89M
ADAGE CAPITAL PARTNERS GP, L.L.C.89.9K$26.8MNew
Engineers Gate Manager LP88.4K$26.4M−$1.61MAdded$13.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC87.3K$26.1M−$3.54MCut−$2.82M
PRINCIPAL FINANCIAL GROUP INC86.3K$25.8M−$3.53MCut−$2.99M
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/85.2K$25.4M−$3.29MCut−$1.38M
AMERICAN CENTURY COMPANIES INC83.3K$24.9M−$3.48MCut−$13M
Russell Investments Group, Ltd.78.2K$23.3M−$1.08MAdded$14.6M
Swiss National Bank76.6K$22.9M−$3.18MCut−$3.03M
NEUBERGER BERMAN GROUP LLC75.1K$22.4M−$3.14MCut−$38.9M
Junto Capital Management LP74.8K$22.3M−$3.12MCut−$53.2M
SEI INVESTMENTS CO74.4K$22.2M−$2.56MAdded$1.31M
Nuveen, LLC73.4K$21.9M−$3.06MCut−$3.06M
California Public Employees Retirement System72.9K$21.8M−$2.93MCut−$2.11M
ProShare Advisors LLC70.1K$20.9M−$2.93MCut−$14.7M
ALLIANCEBERNSTEIN L.P.61K$20.8M$0Cut−$121.1K
MILLENNIUM MANAGEMENT LLC69.2K$20.6M−$2.89MCut−$161.9M
MACQUARIE GROUP LTD66.5K$19.9M−$2.78MCut−$48.4M
ENVESTNET ASSET MANAGEMENT INC66.5K$19.9M−$2.73MCut−$2.35M
Citadel66.1K$19.7M−$2.76MCut−$10.3M
Cerity Partners LLC61.5K$18.3M−$2.04MAdded$1.69M
Boston Trust Walden Corp61.3K$18.3MNew
AGF MANAGEMENT LTD58.5K$17.5M−$2.44MCut−$2.92M
COOKSON PEIRCE & CO INC57.5K$17.1M−$2.4MCut−$2.68M
DEUTSCHE BANK AG\57.1K$17M−$571KAdded$12.4M
STATE OF WISCONSIN INVESTMENT BOARD57K$17M−$2.38MCut−$4.59M
AMERIPRISE FINANCIAL INC56K$16.7M−$2.29MCut−$1.93M
Amundi55.5K$16.6M−$432.7KAdded$13M
CCM INVESTMENT ADVISERS LLC55K$16.4M−$2.29MCut−$2.6M
Legal & General Group Plc54.9K$16.4M−$2.29MCut−$3.98M
STRS OHIO54.9K$16.4M−$2.29MCut−$2.29M
Susquehanna Portfolio Strategies, LLC54.2K$16.2M−$2.26MCut−$2.26M
FRONTIER CAPITAL MANAGEMENT CO LLC52.9K$15.8M−$1.56MAdded$3.05M
MARSICO CAPITAL MANAGEMENT LLC50.8K$15.2M−$2.12MCut−$2.12M
Schonfeld Strategic Advisors LLC50.1K$15M−$2.09MCut−$3.29M
Woodline Partners LP50.1K$15MNew
Freestone Grove Partners LP48.8K$14.6M−$1.95MCut−$1.34M
Empire Life Investments Inc.47.3K$14.2M−$1.84MCut−$3.56M
ROYAL BANK OF CANADA47.3K$14.1M−$1.38MAdded$2.87M
WELLS FARGO & COMPANY/MN46K$13.7M−$1.92MCut−$2.21M
BNP PARIBAS FINANCIAL MARKETS45.4K$13.6M−$342.9KAdded$10.8M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM44.9K$13.4M−$1.52MAdded$966K
Epoch Investment Partners, Inc.44.5K$13.3M−$1.86MCut−$5.07M
Corient Private Wealth LLC43.7K$13M−$462.3KAdded$9.33M
PANAGORA ASSET MANAGEMENT INC41.3K$12.3MNew
BARCLAYS PLC40.9K$12.2M−$1.09MAdded$3.29M
Cresset Asset Management, LLC40.8K$12.2M−$1.7MCut−$1.68M
Mariner, LLC40.3K$12M−$858.7KAdded$5.11M
Jackson Wealth Management, LLC39.6K$11.8M−$1.65MCut−$1.82M
CWM, LLC39.3K$11.7M$8.27MAdded$11.7M
PEREGRINE CAPITAL MANAGEMENT LLC38.8K$11.6M−$1.62MCut−$2.32M
Morse Asset Management, Inc38.5K$11.5M−$1.61MCut−$1.68M
Interval Partners, LP36.7K$11M−$1.53MCut−$13.3M
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM36.3K$10.8M−$1.52MCut−$1.63M
Leeward Investments, LLC - MA36.2K$10.8M−$1.51MCut−$1.93M
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO35.7K$10.7M−$1.49MCut−$1.62M
CRAMER ROSENTHAL MCGLYNN LLC35.7K$10.6M−$1.49MCut−$17.6M
Cander Asset Management LP35.6K$10.6MNew
VANGUARD ASSET MANAGEMENT, Ltd34.8K$10.4MHeld
SEGALL BRYANT & HAMILL, LLC34.5K$10.3MNew
Prana Capital Management, LP34.4K$10.3M−$920.3KAdded$2.76M
STIFEL FINANCIAL CORP34.3K$10.2M−$1.43MCut−$2.3M
PINNACLE ASSOCIATES LTD32.6K$9.72M−$902.9KAdded$2.36M
GLENMEDE TRUST CO NA32.5K$9.69M−$1.36MCut−$2.29M
XTX Topco Ltd32.3K$9.66MNew
Trexquant Investment LP30.9K$9.22M−$454.4KAdded$5.51M
BOKF, NA30.8K$9.2M−$1.29MCut−$3.57M
JANE STREET GROUP, LLC30.6K$9.13M−$62.4KAdded$8.62M
CASTLEARK MANAGEMENT LLC30.4K$9.08M−$1.27MCut−$1.82M
Focus Partners Wealth29.9K$8.97M−$1.04MAdded$104K
Verdence Capital Advisors LLC29.8K$8.9M−$1.24MCut−$2.38M
LOS ANGELES CAPITAL MANAGEMENT LLC28.7K$8.58M$196.8KCut−$7.77M
FIL Ltd28.1K$8.39MNew
Channing Capital Management, LLC27.4K$8.17M−$1.14MCut−$66.6M
FIRST TRUST ADVISORS LP26.6K$7.95M−$1.11MCut−$1.96M
LPL Financial LLC26.3K$7.84M−$968KCut−$46.5K
Entropy Technologies, LP25.9K$7.73MNew
Creative Planning25.2K$7.52M−$604KAdded$2.6M
BLAIR WILLIAM & CO/IL25.2K$7.51M−$547.4KAdded$3.05M
Sarasin & Partners LLP25K$7.46M−$1.04MCut−$1.04M
JONES FINANCIAL COMPANIES LLLP26K$7.26M−$104KAdded$6.68M
Man Group plc24.1K$7.2M−$1.01MCut−$7.84M
SummitTX Capital, L.P.24.1K$7.19M−$267.7KAdded$5.01M
Dorsey Wright & Associates23.1K$6.9M−$1.04MAdded$2.13M
Advisors Capital Management, LLC21.6K$6.46M−$903.2KCut−$1.01M
NEW YORK STATE COMMON RETIREMENT FUND21.4K$6.39M−$893.3KCut−$17.8M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC22.1K$6.36M−$1.29MAdded$756.6K
PEREGRINE INVESTMENT MANAGEMENT INC21.2K$6.33M−$885.3KCut−$2.21M
BW Gestao de Investimentos Ltda.21K$6.27M−$877KCut−$1.05M
FIFTH THIRD BANCORP20.9K$6.25M−$385.2KAdded$3.11M
Gotham Asset Management, LLC20.7K$6.17M−$863KCut−$901.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP20.5K$6.13M−$253.2KAdded$4.06M
AXXCESS WEALTH MANAGEMENT, LLC20.3K$6.07M−$848KCut−$957.9K
NATIXIS19.4K$5.8MNew
MetLife Investment Management, LLC19K$5.67M−$787.6KCut−$749.1K
B. Metzler seel. Sohn & Co. AG18.2K$5.44M−$760.6KCut−$760.6K
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO17.8K$5.31MNew
VOYA INVESTMENT MANAGEMENT LLC17.5K$5.23M−$731.6KCut−$4.15M
ZACKS INVESTMENT MANAGEMENT17.2K$5.15M−$720KCut−$1.02M
PEAK6 LLC17.1K$5.12MNew
Advisory Services Network, LLC17K$5.09M−$688.5KCut−$523.4K
Horizon Investments, LLC16.9K$5.05M−$39.5KAdded$4.73M
Mitsubishi UFJ Trust & Banking Corp16.8K$5.01M−$199.3KAdded$3.39M
Waratah Capital Advisors Ltd.16.6K$4.95M−$692.1KCut−$4.24M
BRIDGES INVESTMENT MANAGEMENT INC16.5K$4.91M−$593KAdded$79.5K
Sequoia Financial Advisors, LLC16.4K$4.89M−$683.2KCut−$753K
Prescott Group Capital Management, L.L.C.16.1K$4.82M−$673.6KCut−$673.6K
Zurcher Kantonalbank (Zurich Cantonalbank)15.9K$4.74M−$538.3KAdded$348.9K
Centric Wealth Management14.8K$4.71M−$525.8KCut−$552.8K
Vanguard Global Advisers, LLC15.7K$4.69MHeld
Police & Firemen's Retirement System of New Jersey15.7K$4.68M−$650.2KCut−$621.9K
SYON CAPITAL LLC15.6K$4.66M−$652.2KCut−$1.97M
Caisse de depot et placement du Quebec15.2K$4.54M−$312.4KAdded$1.99M
ALPS ADVISORS INC15.1K$4.5M−$629.9KCut−$676.1K
Robeco Institutional Asset Management B.V.15K$4.48MNew
Harbor Advisors LLC15K$4.48M−$626.1KCut−$626.1K
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC14.8K$4.42M−$618.7KCut−$1.05M
MERCER GLOBAL ADVISORS INC /ADV14.8K$4.42M−$350.2KAdded$1.56M
State of Tennessee, Department of Treasury14.7K$4.4M−$806.8KCut−$806.8K
EFG International AG14.5K$4.32M−$615.4KCut−$4.82M
Polar Asset Management Partners Inc.14.5K$4.32M−$603.4KCut−$10.2M
Campbell & CO Investment Adviser LLC14.3K$4.26MNew
Universal- Beteiligungs- und Servicegesellschaft mbH14.1K$4.22M−$521.2KCut−$25.7K
PICTON MAHONEY ASSET MANAGEMENT13.8K$4.13M−$577.4KCut−$4.76M
Transamerica Financial Advisors, LLC13.6K$4.05M−$566.1KCut−$863.8K
TREMBLANT CAPITAL GROUP13.5K$4.02M−$562.7KCut−$45.5M
MITCHELL CAPITAL MANAGEMENT CO12.9K$3.86MNew
CAPTRUST FINANCIAL ADVISORS12.9K$3.86M−$475KCut−$1.11K
State of New Jersey Common Pension Fund D12.6K$3.75M−$524KCut−$524K
Vanguard Personalized Indexing Management, LLC12.5K$3.72M−$498KCut−$342.5K
US BANCORP \DE\12.4K$3.7M−$500.6KCut−$378.5K
WHITTIER TRUST CO12K$3.65M−$62KAdded$3.32M
CITIGROUP INC12.2K$3.63M−$392.3KAdded$436.1K
YOUSIF CAPITAL MANAGEMENT, LLC11.7K$3.5M−$797.4KCut−$1.01M
SRH ADVISORS, LLC11.5K$3.44M−$481.1KCut−$481.1K
Louisiana State Employees Retirement System11.2K$3.34M−$446.6KCut−$297.4K
Orion Porfolio Solutions, LLC11.1K$3.32M−$465.1KCut−$851.6K
Vident Advisory, LLC10.8K$3.23M−$110.8KAdded$2.33M
Crossmark Global Holdings, Inc.10.8K$3.23M−$96.1KAdded$2.45M
Bridge City Capital, LLC10.8K$3.21M−$449.2KCut−$472.7K
ARIZONA STATE RETIREMENT SYSTEM10.6K$3.17M−$443.3KCut−$484.1K
Ensign Peak Advisors, Inc10.5K$3.12M−$261.2KAdded$994K
CAMPBELL NEWMAN ASSET MANAGEMENT INC10K$2.99M−$411.3KCut−$359.7K
Vanguard Investments Australia, Ltd.9.7K$2.9MHeld
Emerald Investment Advisers, LLC9.7K$2.9MHeld
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS9.69K$2.89M−$404KCut−$400.4K
INTECH INVESTMENT MANAGEMENT LLC9.31K$2.78M−$231.9KAdded$887.5K
STATE OF MICHIGAN RETIREMENT SYSTEM9.3K$2.78M−$380KCut−$320.3K
Advisors Asset Management, Inc.9.28K$2.77M−$378.4KCut−$313.6K
EAGLE ROCK INVESTMENT COMPANY, LLC9.27K$2.77M−$386.8KCut−$386.8K
DGS Capital Management, LLC9.03K$2.7M−$345.1KCut−$117K
GUGGENHEIM CAPITAL LLC8.96K$2.68M−$374.1KCut−$1.71M
ESSEX INVESTMENT MANAGEMENT CO LLC8.94K$2.67M−$366KCut−$315.3K
KLP KAPITALFORVALTNING AS8.82K$2.63M−$353.1KCut−$245.7K
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC8.66K$2.59M−$361.2KCut−$357.9K
Pathstone Holdings, LLC8.6K$2.57M−$288.9KAdded$211.4K
TEACHER RETIREMENT SYSTEM OF TEXAS8.6K$2.57M−$358.8KCut−$1.14M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO8.55K$2.55M−$336.1KCut−$186K
Covea Finance8.4K$2.51M−$350.6KCut−$32.8M
HighTower Advisors, LLC8.36K$2.49M−$277.7KAdded$230K
JAMES INVESTMENT RESEARCH, INC.8.2K$2.45M−$341.6KCut−$337.7K
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7.96K$2.37M−$323.9KCut−$265.1K
Summit Trail Advisors, LLC7.91K$2.36M−$274.4KAdded$123.8K
Element Squared LLC7.89K$2.36MNew
ALLSTATE CORP7.84K$2.34MNew
HANCOCK WHITNEY CORP7.28K$2.34M−$136.6KCut−$111.2K
HAGER INVESTMENT MANAGEMENT SERVICES, LLC7.81K$2.33M−$325KCut−$317.6K
HSBC HOLDINGS PLC7.57K$2.28M−$58.8KAdded$1.77M
BANK OF MONTREAL /CAN/7.64K$2.28M−$305.5KCut−$210.3K
AXQ CAPITAL, LP7.53K$2.25MNew
Cetera Investment Advisers7.48K$2.23M−$294KCut−$162.4K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7.39K$2.21M−$308.6KCut−$657K
CREDIT AGRICOLE S A7.3K$2.18M−$304.5KCut−$542.7K
Monument Capital Management7.17K$2.14M−$296.9KCut−$279.9K
PRINCETON CAPITAL MANAGEMENT LLC7.15K$2.13M−$278.9KCut−$139.5K
Ameritas Investment Partners, Inc.7.13K$2.13M−$295.9KCut−$284.8K
Knights of Columbus Asset Advisors LLC7.06K$2.11M−$194.6KAdded$520.9K
Dana Investment Advisors, Inc.6.81K$2.03M−$259KCut−$79K
Washington Trust Advisors, Inc.6.78K$2.02M−$283.1KCut−$325.7K
TRUIST FINANCIAL CORP6.78K$2.02M−$283.1KCut−$1.01M
Illinois Municipal Retirement Fund6.77K$2.02M−$136.2KAdded$911K
Aquatic Capital Management LLC6.71K$2MNew
MAI Capital Management6.58K$1.96M−$228.9KAdded$97.1K
Radnor Capital Management, LLC6.48K$1.93M−$269.2KCut−$260.3K
PRUDENTIAL FINANCIAL INC6.46K$1.93M−$103.1KAdded$1.09M
Pallas Capital Advisors LLC6.44K$1.92M−$268.7KCut−$354.8K
HUNTINGTON NATIONAL BANK6.31K$1.88M−$7.14KAdded$1.83M

Who left

Positions as of Q1 2026. 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.