EVEX — EVE HLDG INC
Reported value held$76.75M
Funds holding (latest)33
SectorIndustrials
Funds holding (Q2 2026)27
Institutional value$52.96M · 21.18M sh
New / Add / Cut / Exit1 / 18 / 8 / 2
Top-5 / Top-10 concentration74.2% / 92.3%
Institutional holdings change
Accumulating +25.2%
(+4.27M sh)
Institutional value change
Up +26.8%
As of Q2 2026, 27 SEC-registered investment managers reported holding EVEX (EVE HLDG INC) in their latest 13F filings, with a combined reported value of $52.96M across 21.18M shares. That is +25.2% by share count (+4.27M shares) versus the previous quarter, while reported value moved +26.8%. Ownership is concentrated: the five largest holders account for 74.2% of reported value and the top ten for 92.3%.
Compared with the prior quarter, 1 opened new positions, 18 added to existing stakes, 8 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EVEX is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.07M | $17.74M | 0.00% | Add |
| Geode Capital Management history | 2.54M | $6.37M | 0.00% | Add |
| UBS Group AG history | 2.36M | $5.92M | 0.00% | Add |
| AQR Capital Management history | 2.11M | $5.29M | 0.00% | Add |
| Goldman Sachs Group history | 1.59M | $3.98M | 0.00% | Add |
| Millennium Management history | 878.56K | $2.21M | 0.00% | Add |
| Northern Trust Corp history | 837.85K | $2.10M | 0.00% | Add |
| Point72 Asset Management history | 813.16K | $2.04M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 781.65K | $1.96M | 0.00% | Reduce |
| Marshall Wace history | 504.22K | $1.27M | 0.00% | Add |
| Morgan Stanley history | 389.55K | $977.76K | 0.00% | Reduce |
| Renaissance Technologies history | 232.23K | $582.89K | 0.00% | Reduce |
| BNY Mellon history | 224.86K | $564.40K | 0.00% | Add |
| CPP Investments history | 141.80K | $355.92K | 0.00% | Reduce |
| Bank of America Corp history | 115.54K | $290.00K | 0.00% | Add |
| Deutsche Bank AG history | 98.75K | $247.86K | 0.00% | Add |
| Wells Fargo & Co history | 90.73K | $227.73K | 0.00% | Add |
| Legal & General Investment Management America history | 81.43K | $204.40K | 0.00% | Reduce |
| Invesco Ltd history | 54.56K | $136.95K | 0.00% | Reduce |
| Manulife Financial history | 51.80K | $130.03K | 0.00% | Add |
| Citigroup Inc history | 50.13K | $125.83K | 0.00% | Add |
| JPMorgan Chase & Co history | 47.77K | $116.56K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 18.78K | $47.14K | 0.00% | Add |
| Prudential Financial history | 15.30K | $38.40K | 0.00% | Add |
| Citadel Advisors history | 14.90K | $37.40K | 0.00% | Reduce |
| PNC Financial Services history | 933 | $2.34K | 0.00% | Add |
| T. Rowe Price Associates history | 81.63K | $205 | 0.00% | Add |
Q1 2026 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.50M | $16.12M | 0.00% | Hold |
| Geode Capital Management history | 2.28M | $5.66M | 0.00% | Add |
| UBS Group AG history | 1.87M | $4.64M | 0.00% | Add |
| Point72 Asset Management history | 958.92K | $2.38M | 0.00% | Add |
| Charles Schwab Investment Management history | 828.22K | $2.05M | 0.00% | Add |
| Northern Trust Corp history | 755.02K | $1.87M | 0.00% | Add |
| AQR Capital Management history | 717.65K | $1.78M | 0.00% | Add |
| Morgan Stanley history | 700.53K | $1.74M | 0.00% | Add |
| Goldman Sachs Group history | 448.18K | $1.11M | 0.00% | Reduce |
| Renaissance Technologies history | 344.22K | $853.69K | 0.00% | New |
| CPP Investments history | 230.70K | $572.14K | 0.00% | Add |
| BNY Mellon history | 216.47K | $536.85K | 0.00% | Add |
| Citadel Advisors history | 198.40K | $492.03K | 0.00% | Reduce |
| Legal & General Investment Management America history | 192.93K | $478.47K | 0.00% | Add |
| Invesco Ltd history | 113.36K | $281.12K | 0.00% | Add |
| Millennium Management history | 91.55K | $227.04K | 0.00% | Reduce |
| Bank of America Corp history | 91.14K | $226.01K | 0.00% | Add |
| Deutsche Bank AG history | 75.83K | $188.07K | 0.00% | Add |
| Janus Henderson Group history | 59.46K | $147.75K | 0.00% | Hold |
| Manulife Financial history | 50.74K | $125.84K | 0.00% | Add |
| Wells Fargo & Co history | 34.88K | $86.51K | 0.00% | Reduce |
| Marshall Wace history | 30.55K | $75.77K | 0.00% | Reduce |
| Franklin Resources history | 16.81K | $41.68K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 16.03K | $39.76K | 0.00% | Reduce |
| Prudential Financial history | 13.70K | $33.98K | 0.00% | New |
| Citigroup Inc history | 9.19K | $22.80K | 0.00% | Add |
| PNC Financial Services history | 203 | $503 | 0.00% | Reduce |
| T. Rowe Price Associates history | 65.64K | $163 | 0.00% | Add |
Q4 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.52M | $26.01M | 0.00% | Add |
| Vanguard Group history | 5.56M | $22.17M | 0.00% | Add |
| Geode Capital Management history | 2.21M | $8.83M | 0.00% | Add |
| Charles Schwab Investment Management history | 810.67K | $3.23M | 0.00% | Add |
| Goldman Sachs Group history | 800.10K | $3.19M | 0.00% | Add |
| UBS Group AG history | 799.05K | $3.19M | 0.00% | Add |
| Northern Trust Corp history | 731.75K | $2.92M | 0.00% | Add |
| Morgan Stanley history | 548.50K | $2.19M | 0.00% | Add |
| Citadel Advisors history | 405.60K | $1.62M | 0.00% | Add |
| Point72 Asset Management history | 355.62K | $1.42M | 0.00% | Add |
| Millennium Management history | 307.53K | $1.23M | 0.00% | Reduce |
| BNY Mellon history | 214.02K | $853.96K | 0.00% | Add |
| Balyasny Asset Management history | 186.55K | $744.33K | 0.00% | New |
| Legal & General Investment Management America history | 169.48K | $676.24K | 0.00% | Add |
| CPP Investments history | 162.80K | $649.57K | 0.00% | New |
| AQR Capital Management history | 123.29K | $491.94K | 0.00% | Add |
| Wells Fargo & Co history | 104.87K | $418.42K | 0.00% | Add |
| Bank of America Corp history | 88.82K | $354.41K | 0.00% | Add |
| Amundi US history | 87.47K | $349.00K | 0.00% | Add |
| Two Sigma Investments history | 84.18K | $335.86K | 0.00% | New |
| Marshall Wace history | 83.09K | $331.54K | 0.00% | Reduce |
| Deutsche Bank AG history | 66.43K | $265.06K | 0.00% | Add |
| Janus Henderson Group history | 59.46K | $236.94K | 0.00% | Hold |
| JPMorgan Chase & Co history | 39.00K | $155.60K | 0.00% | Add |
| Manulife Financial history | 33.77K | $134.75K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 31.54K | $125.86K | 0.00% | Add |
| Invesco Ltd history | 20.04K | $79.95K | 0.00% | Add |
| Franklin Resources history | 18.60K | $74.23K | 0.00% | Hold |
| Citigroup Inc history | 2.67K | $10.65K | 0.00% | Reduce |
| PNC Financial Services history | 313 | $1.25K | 0.00% | Add |
| T. Rowe Price Associates history | 50.16K | $201 | 0.00% | Add |
Q3 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.23M | $19.91M | 0.00% | Add |
| BlackRock Inc history | 4.04M | $15.40M | 0.00% | Add |
| Geode Capital Management history | 1.72M | $6.57M | 0.00% | Add |
| Charles Schwab Investment Management history | 655.41K | $2.50M | 0.00% | Add |
| Millennium Management history | 554.22K | $2.11M | 0.00% | Add |
| Northern Trust Corp history | 528.86K | $2.01M | 0.00% | Add |
| UBS Group AG history | 509.24K | $1.94M | 0.00% | Add |
| Marshall Wace history | 430.58K | $1.64M | 0.00% | Add |
| Morgan Stanley history | 374.12K | $1.43M | 0.00% | Add |
| Goldman Sachs Group history | 353.33K | $1.35M | 0.00% | Add |
| Legal & General Investment Management America history | 165.19K | $629.38K | 0.00% | Hold |
| BNY Mellon history | 126.55K | $482.15K | 0.00% | Add |
| Point72 Asset Management history | 95.96K | $365.60K | 0.00% | New |
| AQR Capital Management history | 66.33K | $252.71K | 0.00% | Reduce |
| Citadel Advisors history | 64.80K | $246.89K | 0.00% | Add |
| Janus Henderson Group history | 59.46K | $226.23K | 0.00% | New |
| Bank of America Corp history | 43.32K | $165.06K | 0.00% | Add |
| Amundi US history | 30.43K | $153.96K | 0.00% | Add |
| Deutsche Bank AG history | 39.51K | $150.54K | 0.00% | Add |
| Wells Fargo & Co history | 31.36K | $119.50K | 0.00% | Add |
| Manulife Financial history | 22.87K | $87.14K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 21.50K | $81.93K | 0.00% | Reduce |
| Renaissance Technologies history | 20.00K | $76.20K | 0.00% | New |
| Franklin Resources history | 18.53K | $70.61K | 0.00% | Add |
| Invesco Ltd history | 13.63K | $51.95K | 0.00% | Reduce |
| Citigroup Inc history | 11.77K | $44.84K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 8.65K | $32.95K | 0.00% | Reduce |
| PNC Financial Services history | 276 | $1.05K | 0.00% | Reduce |
| T. Rowe Price Associates history | 26.39K | $101 | 0.00% | Hold |
Q2 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.17M | $21.72M | 0.00% | Hold |
| BlackRock Inc history | 3.17M | $21.72M | 0.00% | Hold |
| Vanguard Group history | 2.40M | $16.48M | 0.00% | Reduce |
| Geode Capital Management history | 1.14M | $7.85M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 460.99K | $3.16M | 0.00% | Add |
| Northern Trust Corp history | 402.39K | $2.76M | 0.00% | Reduce |
| Morgan Stanley history | 299.18K | $2.05M | 0.00% | Add |
| Morgan Stanley history | 299.18K | $2.05M | 0.00% | Add |
| UBS Group AG history | 223.40K | $1.53M | 0.00% | Add |
| Legal & General Investment Management America history | 165.34K | $1.13M | 0.00% | Add |
| BNY Mellon history | 110.90K | $760.79K | 0.00% | Add |
| AQR Capital Management history | 73.31K | $502.89K | 0.00% | Add |
| Millennium Management history | 72.95K | $500.42K | 0.00% | New |
| Goldman Sachs Group history | 57.61K | $395.18K | 0.00% | Reduce |
| Goldman Sachs Group history | 57.61K | $395.18K | 0.00% | Reduce |
| Citigroup Inc history | 51.05K | $350.22K | 0.00% | Add |
| Marshall Wace history | 47.51K | $325.90K | 0.00% | New |
| Citadel Advisors history | 40.50K | $277.83K | 0.00% | Add |
| Citadel Advisors history | 40.50K | $277.83K | 0.00% | Add |
| Bank of America Corp history | 38.30K | $262.73K | 0.00% | Add |
| Deutsche Bank AG history | 34.42K | $236.14K | 0.00% | Add |
| Deutsche Bank AG history | 34.42K | $236.14K | 0.00% | Add |
| Amundi US history | 27.48K | $204.21K | 0.00% | New |
| Wells Fargo & Co history | 26.39K | $181.03K | 0.00% | Add |
| JPMorgan Chase & Co history | 24.13K | $165.55K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 24.13K | $165.55K | 0.00% | Reduce |
| Manulife Financial history | 23.52K | $161.38K | 0.00% | Add |
| Franklin Resources history | 18.31K | $125.60K | 0.00% | Hold |
| Invesco Ltd history | 14.36K | $98.51K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 8.79K | $60.33K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 8.79K | $60.33K | 0.00% | Add |
| PNC Financial Services history | 393 | $2.70K | 0.00% | Reduce |
| T. Rowe Price Associates history | 26.39K | $182 | 0.00% | Add |
Q1 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.16M | $10.49M | 0.00% | Add |
| BlackRock Inc history | 3.16M | $10.49M | 0.00% | Add |
| Vanguard Group history | 3.03M | $10.06M | 0.00% | Add |
| Geode Capital Management history | 1.15M | $3.82M | 0.00% | Add |
| Northern Trust Corp history | 436.31K | $1.45M | 0.00% | Add |
| Charles Schwab Investment Management history | 431.63K | $1.43M | 0.00% | Add |
| Morgan Stanley history | 292.25K | $970.28K | 0.00% | Reduce |
| Morgan Stanley history | 292.25K | $970.28K | 0.00% | Reduce |
| UBS Group AG history | 172.51K | $572.74K | 0.00% | Reduce |
| Legal & General Investment Management America history | 157.23K | $521.28K | 0.00% | Add |
| Goldman Sachs Group history | 148.46K | $492.89K | 0.00% | Reduce |
| Goldman Sachs Group history | 148.46K | $492.89K | 0.00% | Reduce |
| BNY Mellon history | 110.29K | $366.17K | 0.00% | Add |
| JPMorgan Chase & Co history | 75.15K | $249.50K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 75.15K | $249.50K | 0.00% | Reduce |
| AQR Capital Management history | 52.46K | $174.15K | 0.00% | Add |
| Citigroup Inc history | 40.35K | $133.96K | 0.00% | Reduce |
| Citadel Advisors history | 36.00K | $119.52K | 0.00% | Reduce |
| Citadel Advisors history | 36.00K | $119.52K | 0.00% | Reduce |
| Bank of America Corp history | 32.15K | $106.74K | 0.00% | Reduce |
| Deutsche Bank AG history | 28.71K | $95.33K | 0.00% | Add |
| Deutsche Bank AG history | 28.71K | $95.33K | 0.00% | Add |
| Wells Fargo & Co history | 25.04K | $83.14K | 0.00% | Add |
| Manulife Financial history | 22.05K | $73.20K | 0.00% | Add |
| Franklin Resources history | 18.31K | $60.79K | 0.00% | Add |
| Invesco Ltd history | 13.79K | $45.78K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.85K | $22.74K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.85K | $22.74K | 0.00% | Add |
| PNC Financial Services history | 465 | $1.54K | 0.00% | Reduce |
| T. Rowe Price Associates history | 22.08K | $74 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 47.77K sh · $116.56K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 59.46K sh · $147.75K
- Franklin Resources sold 16.81K sh · $41.68K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 7.07M | 6.50M | 6.52M | 4.04M | 3.17M | 3.16M | 2.87M | 1.74M | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 2.54M | 2.28M | 2.21M | 1.72M | 1.14M | 1.15M | 1.10M | 850.02K | 513.89K | 498.32K | 490.90K | 474.37K | 173.39K | — | — | — | — | — |
| UBS Group AG | 2.36M | 1.87M | 799.05K | 509.24K | 223.40K | 172.51K | 217.88K | 14.30K | 5.45K | 18.09K | 19.66K | 9.02K | 10.51K | 25.38K | 14.30K | 727 | 2.72K | — |
| AQR Capital Management | 2.11M | 717.65K | 123.29K | 66.33K | 73.31K | 52.46K | 19.59K | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 1.59M | 448.18K | 800.10K | 353.33K | 57.61K | 148.46K | 174.28K | 45.97K | — | — | — | — | — | — | — | 13.01K | — | — |
| Millennium Management | 878.56K | 91.55K | 307.53K | 554.22K | 72.95K | — | 264.78K | 25.76K | — | — | — | — | — | 15.44K | 21.59K | 16.04K | 30.00K | — |
| Northern Trust Corp | 837.85K | 755.02K | 731.75K | 528.86K | 402.39K | 436.31K | 420.00K | 221.37K | 166.74K | 171.59K | 175.80K | 172.68K | 122.44K | — | — | — | — | — |
| Point72 Asset Management | 813.16K | 958.92K | 355.62K | 95.96K | — | — | — | — | — | — | — | — | — | 1.63K | — | — | — | — |
| Charles Schwab Investment Management | 781.65K | 828.22K | 810.67K | 655.41K | 460.99K | 431.63K | 408.27K | 332.73K | 203.43K | 220.72K | 215.70K | 202.35K | 41.37K | — | — | — | — | — |
| Marshall Wace | 504.22K | 30.55K | 83.09K | 430.58K | 47.51K | — | — | — | — | — | — | — | — | — | — | — | — | 171.59K |
| Morgan Stanley | 389.55K | 700.53K | 548.50K | 374.12K | 299.18K | 292.25K | 343.15K | 374.09K | 195.08K | 98.38K | 48.15K | 25.80K | 16.41K | 1.32K | 426 | 5.24K | 6.62K | — |
| Renaissance Technologies | 232.23K | 344.22K | — | 20.00K | — | — | 20.37K | 22.60K | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 224.86K | 216.47K | 214.02K | 126.55K | 110.90K | 110.29K | 103.07K | 60.73K | 47.24K | 45.24K | 55.93K | 55.93K | 42.75K | — | — | — | — | — |
| CPP Investments | 141.80K | 230.70K | 162.80K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 115.54K | 91.14K | 88.82K | 43.32K | 38.30K | 32.15K | 47.12K | 37.94K | 11.62K | 6.35K | 26.99K | 14.35K | 2.88K | 294.98K | 2.80K | 160.00K | — | — |
| Deutsche Bank AG | 98.75K | 75.83K | 66.43K | 39.51K | 34.42K | 28.71K | 20.01K | 8.78K | 8.78K | 9.33K | 9.99K | 9.99K | 1.56K | — | — | — | — | — |
| Wells Fargo & Co | 90.73K | 34.88K | 104.87K | 31.36K | 26.39K | 25.04K | 23.87K | 9.32K | 5.68K | 5.50K | 4.78K | 3.71K | 7.42K | — | — | — | — | — |
| Legal & General Investment Management America | 81.43K | 192.93K | 169.48K | 165.19K | 165.34K | 157.23K | 5.54K | 2.54K | 2.21K | 2.21K | 2.21K | 2.21K | 2.21K | — | — | — | — | — |
| Invesco Ltd | 54.56K | 113.36K | 20.04K | 13.63K | 14.36K | 13.79K | 11.45K | — | — | — | — | — | — | — | — | — | — | — |
| Manulife Financial | 51.80K | 50.74K | 33.77K | 22.87K | 23.52K | 22.05K | 15.98K | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details