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EVR — EVERCORE INC · All Fund Holders
Funds holding (latest): 47 · Reported value held: $6.99B
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 3.84M | $1.31B | 0.02% | Reduce |
| BlackRock Inc history | Q2 2026 | 3.72M | $1.27B | 0.02% | Add |
| AQR Capital Management history | Q2 2026 | 1.71M | $584.20M | 0.20% | Add |
| Invesco Ltd history | Q2 2026 | 1.60M | $547.22M | 0.05% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.13M | $386.67M | 0.02% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.10M | $375.11M | 0.02% | Add |
| Morgan Stanley history | Q2 2026 | 803.01K | $274.18M | 0.01% | Reduce |
| Millennium Management history | Q2 2026 | 642.46K | $219.36M | 0.08% | Add |
| Wellington Management Group history | Q2 2026 | 624.99K | $213.40M | 0.04% | Hold |
| UBS Group AG history | Q2 2026 | 503.40K | $171.88M | 0.02% | Add |
| Norges Bank Investment Management history | Q2 2026 | 417.04K | $142.39M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 409.20K | $137.52M | 0.02% | New |
| Northern Trust Corp history | Q2 2026 | 353.32K | $120.64M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 349.68K | $119.40M | 0.01% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 347.15K | $118.53M | 0.05% | Add |
| Point72 Asset Management history | Q2 2026 | 344.92K | $117.77M | 0.14% | Reduce |
| BNY Mellon history | Q2 2026 | 302.83K | $103.40M | 0.02% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 275.40K | $94.03M | 0.01% | Hold |
| Bank of America Corp history | Q2 2026 | 218.03K | $74.45M | 0.01% | Reduce |
| Two Sigma Investments history | Q2 2026 | 197.93K | $67.58M | 0.05% | Add |
| Renaissance Technologies history | Q2 2026 | 156.18K | $53.33M | 0.07% | Reduce |
| Royce & Associates history | Q2 2026 | 139.27K | $47.55M | 0.38% | Add |
| Maverick Capital history | Q2 2025 | 169.75K | $45.83M | 0.69% | New |
| Manulife Financial history | Q2 2026 | 134.06K | $45.78M | 0.04% | Reduce |
| Franklin Resources history | Q2 2026 | 117.85K | $40.24M | 0.01% | Reduce |
| Janus Henderson Group history | Q1 2026 | 127.87K | $38.17M | 0.02% | Add |
| Marshall Wace history | Q1 2026 | 109.63K | $32.73M | 0.03% | New |
| CPP Investments history | Q2 2026 | 91.60K | $31.28M | 0.02% | Reduce |
| Principal Global Investors history | Q2 2026 | 87.80K | $29.98M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 73.00K | $24.93M | 0.00% | Reduce |
| MFS Investment Management history | Q2 2025 | 81.96K | $22.13M | 0.01% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 58.80K | $20.08M | 0.03% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 56.84K | $19.41M | 0.00% | Add |
| Legal & General Investment Management America history | Q2 2026 | 56.08K | $19.15M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 50.03K | $17.08M | 0.01% | Add |
| CDPQ (Caisse de Depot) history | Q2 2026 | 35.70K | $12.19M | 0.02% | Add |
| Bridgewater Associates history | Q2 2026 | 33.19K | $11.33M | 0.05% | Reduce |
| Amundi US history | Q2 2026 | 27.80K | $9.49M | 0.00% | Reduce |
| Fidelity International (FIL) history | Q2 2026 | 26.39K | $9.01M | 0.01% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 25.30K | $8.64M | 0.01% | Add |
| Deutsche Bank AG history | Q2 2026 | 10.79K | $3.68M | 0.00% | Reduce |
| PSP Investments history | Q3 2025 | 9.90K | $3.34M | 0.01% | New |
| PNC Financial Services history | Q2 2026 | 4.15K | $1.42M | 0.00% | Add |
| First Eagle Investment Management history | Q2 2026 | 3.96K | $1.35M | 0.00% | Add |
| Prudential Financial history | Q2 2026 | 2.16K | $737.85K | 0.00% | Reduce |
| Lazard Asset Management history | Q2 2026 | 815 | $278.27K | 0.00% | New |
| T. Rowe Price Associates history | Q2 2026 | 37.49K | $12.80K | 0.00% | Reduce |