EVERCORE INC (EVR): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in EVR · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
24
13F filers
Aggregate Value
$1.7B
Across holders
Last Price
$290.11
2026-08-24
Sector
Financials
GICS
Quarterly fund activity12 increased12 reduced3 exited
Full exits: CITADEL ADVISORS LLC, MARSHALL WACE, LLP, PineBridge Investments, L.P.
Institutional Holders of EVR
24 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund1.71M$584.2M34.2%0.2%Added+$584.2MQ2 2026
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
Hedge Fund637K$217.7M12.8%0.1%Added+$216.2MQ2 2026
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager424K$144.7M8.5%0.0%Reduced$-288KQ2 2026
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
Institutional Manager376K$128.4M7.5%0.1%Added+$7.6MQ2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
Hedge Fund347K$118.5M6.9%0.1%Added+$39.1MQ2 2026
Point72 Asset Management, L.P.
CIK 0001603466
Hedge Fund345K$117.6M6.9%0.1%Reduced$-15.7MQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund250K$85.4M5.0%0.1%Added+$420KQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund198K$67.6M4.0%0.0%Added+$66.5MQ2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund170K$58.1M3.4%0.1%Reduced$-281.5MQ2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund156K$53.3M3.1%0.1%Reduced$-6.0MQ2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$584.2M· 34.2% of total· 0.2% port· 1.71M sh· +$584.2M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCAdded
Hedge Fund
$217.7M· 12.8% of total· 0.1% port· 637K sh· +$216.2M QoQ· Q2 2026
Fisher Asset Management, LLCReduced
Institutional Manager
$144.7M· 8.5% of total· 0.0% port· 424K sh· $-288K QoQ· Q2 2026
PRIMECAP MANAGEMENT CO/CA/Added
Institutional Manager
$128.4M· 7.5% of total· 0.1% port· 376K sh· +$7.6M QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded
Hedge Fund
$118.5M· 6.9% of total· 0.1% port· 347K sh· +$39.1M QoQ· Q2 2026
Point72 Asset Management, L.P.Reduced
Hedge Fund
$117.6M· 6.9% of total· 0.1% port· 345K sh· $-15.7M QoQ· Q2 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$85.4M· 5.0% of total· 0.1% port· 250K sh· +$420K QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$67.6M· 4.0% of total· 0.0% port· 198K sh· +$66.5M QoQ· Q2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$58.1M· 3.4% of total· 0.1% port· 170K sh· $-281.5M QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCReduced
Hedge Fund
$53.3M· 3.1% of total· 0.1% port· 156K sh· $-6.0M QoQ· Q2 2026
Holocene Advisors, LPReduced
Hedge Fund
$35.1M· 2.1% of total· 0.1% port· 103K sh· $-1.7M QoQ· Q2 2026
Woodline Partners LPAdded
Hedge Fund
$24.0M· 1.4% of total· 0.1% port· 70K sh· +$6.9M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCReduced
Hedge Fund
$20.1M· 1.2% of total· 0.0% port· 59K sh· +$20.1M QoQ· Q2 2026
Bridgewater Associates, LPReduced
Hedge Fund
$11.3M· 0.7% of total· 0.0% port· 33K sh· $-19.5M QoQ· Q2 2026
Schonfeld Strategic Advisors LLCReduced
Hedge Fund
$11.3M· 0.7% of total· 0.0% port· 33K sh· $-5.9M QoQ· Q2 2026
Man Group plcAdded
Hedge Fund
$9.6M· 0.6% of total· 0.0% port· 28K sh· +$3.8M QoQ· Q2 2026
Gotham Asset Management, LLCReduced
Hedge Fund
$7.0M· 0.4% of total· 0.0% port· 21K sh· $-18K QoQ· Q2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Reduced
Hedge Fund
$6.1M· 0.4% of total· 0.0% port· 18K sh· $-24.5M QoQ· Q2 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$2.5M· 0.1% of total· 0.0% port· 7K sh· +$2.1M QoQ· Q2 2026
CAXTON ASSOCIATES LLPAdded
Hedge Fund
$1.6M· 0.1% of total· 0.0% port· 5K sh· QoQ· Q2 2026
First Eagle Investment Management, LLCAdded
Institutional Manager
$1.4M· 0.1% of total· 0.0% port· 4K sh· $-1.3M QoQ· Q2 2026
Lighthouse Investment Partners, LLCAdded
Hedge Fund
$332K· 0.0% of total· 0.0% port· 971 sh· QoQ· Q2 2026
Magnetar Financial LLCReduced
Hedge Fund
$207K· 0.0% of total· 0.0% port· 607 sh· $-125K QoQ· Q2 2026
Walleye Capital LLCReduced
Hedge Fund
$43K· 0.0% of total· 0.0% port· 126 sh· $-4.2M QoQ· Q2 2026
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