EVERCORE INC (EVR): Institutional Ownership

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
$840.4M
Across holders
Last Price
$342.02
2026-06-26
Sector
Financials
GICS
Holder activity8 new10 added6 reduced
Institutional Holders of EVR
24 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager425K$126.8M15.1%0.0%Added+$31.3MQ1 2026
EMINENCE CAPITAL LLC
CIK 0001107310
Hedge Fund447K$120.7M14.4%1.5%NewQ2 2025
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund369K$110.1M13.1%0.1%Added+$96.4MQ1 2026
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
Institutional Manager354K$105.7M12.6%0.1%Added+$40.0MQ1 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund249K$74.3M8.8%0.1%Added+$73.2MQ1 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund174K$51.9M6.2%0.1%Added+$47.8MQ1 2026
MAVERICK CAPITAL LTD
CIK 0000934639
Hedge Fund170K$45.8M5.5%0.7%NewQ2 2025
Holocene Advisors, LP
CIK 0001700574
Hedge Fund108K$32.2M3.8%0.1%Reduced$-39.3MQ1 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund101K$30.3M3.6%0.0%Added+$27.6MQ1 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund99K$29.6M3.5%0.0%NewQ1 2026
Bridgewater Associates, LP
CIK 0001350694
Hedge Fund90K$27.0M3.2%0.1%Reduced$-5.4MQ1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
Hedge Fund90K$26.8M3.2%0.0%NewQ1 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund80K$23.8M2.8%0.0%Added+$19.8MQ1 2026
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund50K$15.0M1.8%0.1%Reduced$-1.1MQ1 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund21K$6.2M0.7%0.0%Reduced$-33KQ1 2026
Man Group plc
CIK 0001637460
Hedge Fund16K$4.6M0.6%0.0%Added+$4.5MQ1 2026
Walleye Capital LLC
CIK 0001758720
Hedge Fund12K$3.7M0.4%0.0%Added+$3.2MQ1 2026
Verition Fund Management LLC
CIK 0001454027
Hedge Fund9K$3.1M0.4%0.0%NewQ4 2025
CAXTON ASSOCIATES LLP
CIK 0002051323
Hedge Fund4K$1.3M0.2%0.0%NewQ3 2025
ExodusPoint Capital Management, LP
CIK 0001736225
Hedge Fund2K$761K0.1%0.0%NewQ4 2025
Fisher Asset Management, LLCAdded
Institutional Manager
$126.8M· 15.1% of total· 0.0% port· 425K sh· +$31.3M QoQ· Q1 2026
EMINENCE CAPITAL LLCNew
Hedge Fund
$120.7M· 14.4% of total· 1.5% port· 447K sh· QoQ· Q2 2025
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$110.1M· 13.1% of total· 0.1% port· 369K sh· +$96.4M QoQ· Q1 2026
PRIMECAP MANAGEMENT CO/CA/Added
Institutional Manager
$105.7M· 12.6% of total· 0.1% port· 354K sh· +$40.0M QoQ· Q1 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$74.3M· 8.8% of total· 0.1% port· 249K sh· +$73.2M QoQ· Q1 2026
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$51.9M· 6.2% of total· 0.1% port· 174K sh· +$47.8M QoQ· Q1 2026
MAVERICK CAPITAL LTDNew
Hedge Fund
$45.8M· 5.5% of total· 0.7% port· 170K sh· QoQ· Q2 2025
Holocene Advisors, LPReduced
Hedge Fund
$32.2M· 3.8% of total· 0.1% port· 108K sh· $-39.3M QoQ· Q1 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$30.3M· 3.6% of total· 0.0% port· 101K sh· +$27.6M QoQ· Q1 2026
MARSHALL WACE, LLPNew
Hedge Fund
$29.6M· 3.5% of total· 0.0% port· 99K sh· QoQ· Q1 2026
Bridgewater Associates, LPReduced
Hedge Fund
$27.0M· 3.2% of total· 0.1% port· 90K sh· $-5.4M QoQ· Q1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.New
Hedge Fund
$26.8M· 3.2% of total· 0.0% port· 90K sh· QoQ· Q1 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$23.8M· 2.8% of total· 0.0% port· 80K sh· +$19.8M QoQ· Q1 2026
Schonfeld Strategic Advisors LLCReduced
Hedge Fund
$15.0M· 1.8% of total· 0.1% port· 50K sh· $-1.1M QoQ· Q1 2026
Gotham Asset Management, LLCReduced
Hedge Fund
$6.2M· 0.7% of total· 0.0% port· 21K sh· $-33K QoQ· Q1 2026
Man Group plcAdded
Hedge Fund
$4.6M· 0.6% of total· 0.0% port· 16K sh· +$4.5M QoQ· Q1 2026
Walleye Capital LLCAdded
Hedge Fund
$3.7M· 0.4% of total· 0.0% port· 12K sh· +$3.2M QoQ· Q1 2026
Verition Fund Management LLCNew
Hedge Fund
$3.1M· 0.4% of total· 0.0% port· 9K sh· QoQ· Q4 2025
CAXTON ASSOCIATES LLPNew
Hedge Fund
$1.3M· 0.2% of total· 0.0% port· 4K sh· QoQ· Q3 2025
ExodusPoint Capital Management, LPNew
Hedge Fund
$761K· 0.1% of total· 0.0% port· 2K sh· QoQ· Q4 2025
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$418K· 0.0% of total· 0.0% port· 1K sh· +$179K QoQ· Q1 2026
Brevan Howard Capital Management LPNew
Hedge Fund
$347K· 0.0% of total· 0.0% port· 1K sh· QoQ· Q1 2026
AQR CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$23K· 0.0% of total· 0.0% port· 78 sh· $-247.3M QoQ· Q1 2026
First Eagle Investment Management, LLCReduced
Institutional Manager
$4K· 0.0% of total· 0.0% port· 13 sh· $-1.2M QoQ· Q1 2026
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