EVR US Equity

Evercore Inc.

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Financials · Investment Advice · CIK 1360901 · FYE 1231

$304.71

-35.79 (-10.51%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding EVR · 2026-Q1 methodology → sources →

651 holders

% of shares outstanding held

83.6%

Shares held (13F)

35,220,983

Reporting holders

651

Top holders

largest 100 of 651 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	3,648,8583.6M	$1.1B	8.66%	ADD 5%
2	VANGUARD PORTFOLIO MANAGEMENT LLC	1,974,1442.0M	$589M	4.69%	NEW†
3	VANGUARD CAPITAL MANAGEMENT LLC	1,694,9491.7M	$506M	4.02%	NEW†
4	FMR LLC	1,669,6621.7M	$498M	3.96%	ADD 33%
5	Invesco Ltd.	1,424,6861.4M	$425M	3.38%	ADD 6%
6	AQR CAPITAL MANAGEMENT LLC	1,316,8521.3M	$388M	3.13%	ADD 53%
7	STATE STREET CORP	1,179,0241.2M	$352M	2.80%	—
8	GEODE CAPITAL MANAGEMENT, LLC	1,043,3381.0M	$311M	2.48%	ADD 13%
9	TD Asset Management Inc	958,472958,472	$286M	2.27%	TRIM -21%
10	MORGAN STANLEY	917,801917,801	$274M	2.18%	ADD 34%
11	WELLINGTON MANAGEMENT GROUP LLP	623,259623,259	$186M	1.48%	TRIM -68%
12	Boston Partners	580,174580,174	$173M	1.38%	TRIM -30%
13	DIMENSIONAL FUND ADVISORS LP	548,530548,530	$164M	1.30%	ADD 3%
14	GOLDMAN SACHS GROUP INC	524,531524,531	$157M	1.25%	ADD 20%
15	JPMORGAN CHASE & CO	468,882468,882	$134M	1.11%	ADD 7%
16	Fisher Asset Management, LLC	424,719424,719	$127M	1.01%	ADD 33%
17	BAHL & GAYNOR INC	401,833401,833	$120M	0.95%	TRIM -5%
18	Point72 Asset Management, L.P.	390,584390,584	$117M	0.93%	NEW
19	Balyasny Asset Management L.P.	369,040369,040	$110M	0.88%	ADD 700%
20	NORTHERN TRUST CORP	357,164357,164	$107M	0.85%	ADD 11%
21	PRIMECAP MANAGEMENT CO/CA/	353,950353,950	$106M	0.84%	ADD 61%
22	FULLER & THALER ASSET MANAGEMENT, INC.	331,109331,109	$99M	0.79%	TRIM -40%
23	PRICE T ROWE ASSOCIATES INC /MD/	326,665326,665	$98M	0.78%	TRIM -47%
24	Bank of New York Mellon Corp	319,237319,237	$95M	0.76%	—
25	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	318,967318,967	$95M	0.76%	ADD 54%
26	Paralel Advisors LLC	300,000300,000	$90M	0.71%	—
27	UBS Group AG	292,605292,605	$87M	0.69%	TRIM -17%
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	275,310275,310	$82M	0.65%	ADD 3%
29	Artemis Investment Management LLP	275,182275,182	$82M	0.65%	ADD 34%
30	Stephens Investment Management Group LLC	259,808259,808	$78M	0.62%	ADD 6%
31	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	256,476256,476	$77M	0.61%	TRIM -23%
32	Qube Research & Technologies Ltd	248,864248,864	$74M	0.59%	ADD 6865%
33	VANGUARD FIDUCIARY TRUST CO	239,104239,104	$71M	0.57%	NEW
34	BANK OF AMERICA CORP /DE/	234,689234,689	$70M	0.56%	TRIM -3%
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	232,571232,571	$69M	0.55%	NEW
36	VICTORY CAPITAL MANAGEMENT INC	198,770198,770	$59M	0.47%	ADD 4%
37	SCHRODER INVESTMENT MANAGEMENT GROUP	190,927190,927	$54M	0.45%	ADD 13%
38	Quantinno Capital Management LP	175,633175,633	$52M	0.42%	ADD 55%
39	RENAISSANCE TECHNOLOGIES LLC	173,860173,860	$52M	0.41%	ADD 1178%
40	Rockefeller Capital Management L.P.	173,133173,133	$52M	0.41%	—
41	TimesSquare Capital Management, LLC	165,966165,966	$50M	0.39%	—
42	MANUFACTURERS LIFE INSURANCE COMPANY, THE	161,805161,805	$48M	0.38%	—
43	Longaeva Partners L.P.	157,263157,263	$47M	0.37%	NEW
44	Capital International Investors	155,769155,769	$46M	0.37%	TRIM -7%
45	JACOBS LEVY EQUITY MANAGEMENT, INC	144,432144,432	$43M	0.34%	NEW
46	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	141,624141,624	$42M	0.34%	TRIM -33%
47	TD Waterhouse Canada Inc.	136,010136,010	$41M	0.32%	ADD 907%
48	FRANKLIN RESOURCES INC	133,903133,903	$40M	0.32%	TRIM -12%
49	JANUS HENDERSON GROUP PLC	127,872127,872	$38M	0.30%	ADD 37%
50	ROYCE & ASSOCIATES LP	126,617126,617	$38M	0.30%	ADD 32%
51	Ceredex Value Advisors LLC	123,525123,525	$37M	0.29%	ADD 23%
52	Global Alpha Capital Management Ltd.	118,857118,857	$35M	0.28%	—
53	CANADA PENSION PLAN INVESTMENT BOARD	116,040116,040	$35M	0.28%	ADD 34%
54	MARSHALL WACE, LLP	109,630109,630	$33M	0.26%	NEW
55	WESTWOOD HOLDINGS GROUP INC	108,256108,256	$32M	0.26%	ADD 49%
56	BRAUN STACEY ASSOCIATES INC	107,968107,968	$32M	0.26%	TRIM -2%
57	Holocene Advisors, LP	107,831107,831	$32M	0.26%	TRIM -55%
58	Allianz Asset Management GmbH	106,178106,178	$32M	0.25%	ADD 159%
59	SG Americas Securities, LLC	103,006103,006	$31M	0.24%	ADD 3886%
60	TWO SIGMA INVESTMENTS, LP	101,485101,485	$30M	0.24%	ADD 1014%
61	Retirement Systems of Alabama	100,589100,589	$30M	0.24%	—
62	RHUMBLINE ADVISERS	100,437100,437	$30M	0.24%	—
63	RAYMOND JAMES FINANCIAL INC	100,242100,242	$30M	0.24%	TRIM -32%
64	WCM INVESTMENT MANAGEMENT, LLC	100,148100,148	$29M	0.24%	TRIM -4%
65	IEQ CAPITAL, LLC	94,87494,874	$28M	0.23%	ADD 28%
66	LORD, ABBETT & CO. LLC	91,90291,902	$27M	0.22%	TRIM -76%
67	Bridgewater Associates, LP	90,43890,438	$27M	0.21%	TRIM -17%
68	ADAGE CAPITAL PARTNERS GP, L.L.C.	89,90089,900	$27M	0.21%	NEW
69	Engineers Gate Manager LP	88,41588,415	$26M	0.21%	ADD 129%
70	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	87,29387,293	$26M	0.21%	ADD 3%
71	PRINCIPAL FINANCIAL GROUP INC	86,28686,286	$26M	0.20%	ADD 2%
72	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	85,19785,197	$25M	0.20%	ADD 8%
73	AMERICAN CENTURY COMPANIES INC	83,30383,303	$25M	0.20%	TRIM -25%
74	Russell Investments Group, Ltd.	78,24178,241	$23M	0.19%	ADD 205%
75	Swiss National Bank	76,56076,560	$23M	0.18%	—
76	NEUBERGER BERMAN GROUP LLC	75,13575,135	$22M	0.18%	TRIM -58%
77	Junto Capital Management LP	74,76074,760	$22M	0.18%	TRIM -66%
78	SEI INVESTMENTS CO	74,40274,402	$22M	0.18%	ADD 21%
79	Nuveen, LLC	73,40073,400	$22M	0.17%	—
80	California Public Employees Retirement System	72,91972,919	$22M	0.17%	ADD 4%
81	ProShare Advisors LLC	70,11670,116	$21M	0.17%	TRIM -33%
82	ALLIANCEBERNSTEIN L.P.	61,04361,043	$21M	0.14%	—
83	MILLENNIUM MANAGEMENT LLC	69,15869,158	$21M	0.16%	TRIM -87%
84	MACQUARIE GROUP LTD	66,53766,537	$20M	0.16%	TRIM -67%
85	ENVESTNET ASSET MANAGEMENT INC	66,53666,536	$20M	0.16%	—
86	CITADEL ADVISORS LLC	66,07566,075	$20M	0.16%	TRIM -25%
87	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	64,88264,882	$19M	0.15%	ADD 1571%
88	Treasurer of the State of North Carolina	63,08063,080	$19M	0.15%	ADD 9%
89	Cerity Partners LLC	61,45361,453	$18M	0.15%	ADD 26%
90	Boston Trust Walden Corp	61,31661,316	$18M	0.15%	NEW
91	GW&K Investment Management, LLC	59,23259,232	$18M	0.14%	ADD 6%
92	AGF MANAGEMENT LTD	58,50858,508	$17M	0.14%	TRIM -2%
93	COOKSON PEIRCE & CO INC	57,45057,450	$17M	0.14%	—
94	DEUTSCHE BANK AG\	57,09457,094	$17M	0.14%	ADD 317%
95	STATE OF WISCONSIN INVESTMENT BOARD	56,99756,997	$17M	0.14%	TRIM -10%
96	AMERIPRISE FINANCIAL INC	55,95455,954	$17M	0.13%	ADD 2%
97	Amundi	55,52955,529	$17M	0.13%	ADD 436%
98	CCM INVESTMENT ADVISERS LLC	54,96354,963	$16M	0.13%	—
99	Legal & General Group Plc	54,89554,895	$16M	0.13%	TRIM -8%
100	STRS OHIO	54,88254,882	$16M	0.13%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

3.6M

3.5M

3.6M

$1.1B

VANGUARD PORTFOLIO MANAGEMENT LLC

—

2.0M

$589M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.7M

$506M

FMR LLC

1.0M

195K

862K

850K

1.3M

1.7M

$498M

Invesco Ltd.

1.4M

867K

1.4M

1.3M

1.4M

$425M

AQR CAPITAL MANAGEMENT LLC

207K

486K

873K

968K

858K

1.3M

$388M

STATE STREET CORP

1.1M

1.2M

$352M

GEODE CAPITAL MANAGEMENT, LLC

744K

772K

832K

940K

925K

1.0M

$311M

TD Asset Management Inc

956K

583K

955K

1.2M

958K

$286M

MORGAN STANLEY

519K

709K

638K

620K

687K

918K

$274M

WELLINGTON MANAGEMENT GROUP LLP

856K

170K

564K

2.0M

1.9M

623K

$186M

Boston Partners

1.5M

1.7M

1.2M

824K

580K

$173M

DIMENSIONAL FUND ADVISORS LP

476K

561K

627K

524K

532K

549K

$164M

GOLDMAN SACHS GROUP INC

305K

311K

251K

326K

439K

525K

$157M

JPMORGAN CHASE & CO

620K

648K

606K

1.0M

438K

469K

$134M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	651	35,220,983	83.6%	$10.5B
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · EVR

Activists — 13D, active intent

HYMAN EDWARD S4.3%NEWSCHEDULE 13D/A · Amd 1 · event 2025-02-10SEC →

1,643,035 shares

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
VANGUARD CAPITAL MANAGEMENT LLC	5.02%	QII	2026-03-31	SEC →
WELLINGTON MANAGEMENT GROUP LLP	5%	QII	2025-12-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding EVR · 2026-Q1 methodology → sources →

651 holders

% of shares outstanding held

83.6%

Shares held (13F)

35,220,983

Reporting holders

651

Top holders

largest 100 of 651 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	3,648,8583.6M	$1.1B	8.66%	ADD 5%
2	VANGUARD PORTFOLIO MANAGEMENT LLC	1,974,1442.0M	$589M	4.69%	NEW†
3	VANGUARD CAPITAL MANAGEMENT LLC	1,694,9491.7M	$506M	4.02%	NEW†
4	FMR LLC	1,669,6621.7M	$498M	3.96%	ADD 33%
5	Invesco Ltd.	1,424,6861.4M	$425M	3.38%	ADD 6%
6	AQR CAPITAL MANAGEMENT LLC	1,316,8521.3M	$388M	3.13%	ADD 53%
7	STATE STREET CORP	1,179,0241.2M	$352M	2.80%	—
8	GEODE CAPITAL MANAGEMENT, LLC	1,043,3381.0M	$311M	2.48%	ADD 13%
9	TD Asset Management Inc	958,472958,472	$286M	2.27%	TRIM -21%
10	MORGAN STANLEY	917,801917,801	$274M	2.18%	ADD 34%
11	WELLINGTON MANAGEMENT GROUP LLP	623,259623,259	$186M	1.48%	TRIM -68%
12	Boston Partners	580,174580,174	$173M	1.38%	TRIM -30%
13	DIMENSIONAL FUND ADVISORS LP	548,530548,530	$164M	1.30%	ADD 3%
14	GOLDMAN SACHS GROUP INC	524,531524,531	$157M	1.25%	ADD 20%
15	JPMORGAN CHASE & CO	468,882468,882	$134M	1.11%	ADD 7%
16	Fisher Asset Management, LLC	424,719424,719	$127M	1.01%	ADD 33%
17	BAHL & GAYNOR INC	401,833401,833	$120M	0.95%	TRIM -5%
18	Point72 Asset Management, L.P.	390,584390,584	$117M	0.93%	NEW
19	Balyasny Asset Management L.P.	369,040369,040	$110M	0.88%	ADD 700%
20	NORTHERN TRUST CORP	357,164357,164	$107M	0.85%	ADD 11%
21	PRIMECAP MANAGEMENT CO/CA/	353,950353,950	$106M	0.84%	ADD 61%
22	FULLER & THALER ASSET MANAGEMENT, INC.	331,109331,109	$99M	0.79%	TRIM -40%
23	PRICE T ROWE ASSOCIATES INC /MD/	326,665326,665	$98M	0.78%	TRIM -47%
24	Bank of New York Mellon Corp	319,237319,237	$95M	0.76%	—
25	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	318,967318,967	$95M	0.76%	ADD 54%
26	Paralel Advisors LLC	300,000300,000	$90M	0.71%	—
27	UBS Group AG	292,605292,605	$87M	0.69%	TRIM -17%
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	275,310275,310	$82M	0.65%	ADD 3%
29	Artemis Investment Management LLP	275,182275,182	$82M	0.65%	ADD 34%
30	Stephens Investment Management Group LLC	259,808259,808	$78M	0.62%	ADD 6%
31	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	256,476256,476	$77M	0.61%	TRIM -23%
32	Qube Research & Technologies Ltd	248,864248,864	$74M	0.59%	ADD 6865%
33	VANGUARD FIDUCIARY TRUST CO	239,104239,104	$71M	0.57%	NEW
34	BANK OF AMERICA CORP /DE/	234,689234,689	$70M	0.56%	TRIM -3%
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	232,571232,571	$69M	0.55%	NEW
36	VICTORY CAPITAL MANAGEMENT INC	198,770198,770	$59M	0.47%	ADD 4%
37	SCHRODER INVESTMENT MANAGEMENT GROUP	190,927190,927	$54M	0.45%	ADD 13%
38	Quantinno Capital Management LP	175,633175,633	$52M	0.42%	ADD 55%
39	RENAISSANCE TECHNOLOGIES LLC	173,860173,860	$52M	0.41%	ADD 1178%
40	Rockefeller Capital Management L.P.	173,133173,133	$52M	0.41%	—
41	TimesSquare Capital Management, LLC	165,966165,966	$50M	0.39%	—
42	MANUFACTURERS LIFE INSURANCE COMPANY, THE	161,805161,805	$48M	0.38%	—
43	Longaeva Partners L.P.	157,263157,263	$47M	0.37%	NEW
44	Capital International Investors	155,769155,769	$46M	0.37%	TRIM -7%
45	JACOBS LEVY EQUITY MANAGEMENT, INC	144,432144,432	$43M	0.34%	NEW
46	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	141,624141,624	$42M	0.34%	TRIM -33%
47	TD Waterhouse Canada Inc.	136,010136,010	$41M	0.32%	ADD 907%
48	FRANKLIN RESOURCES INC	133,903133,903	$40M	0.32%	TRIM -12%
49	JANUS HENDERSON GROUP PLC	127,872127,872	$38M	0.30%	ADD 37%
50	ROYCE & ASSOCIATES LP	126,617126,617	$38M	0.30%	ADD 32%
51	Ceredex Value Advisors LLC	123,525123,525	$37M	0.29%	ADD 23%
52	Global Alpha Capital Management Ltd.	118,857118,857	$35M	0.28%	—
53	CANADA PENSION PLAN INVESTMENT BOARD	116,040116,040	$35M	0.28%	ADD 34%
54	MARSHALL WACE, LLP	109,630109,630	$33M	0.26%	NEW
55	WESTWOOD HOLDINGS GROUP INC	108,256108,256	$32M	0.26%	ADD 49%
56	BRAUN STACEY ASSOCIATES INC	107,968107,968	$32M	0.26%	TRIM -2%
57	Holocene Advisors, LP	107,831107,831	$32M	0.26%	TRIM -55%
58	Allianz Asset Management GmbH	106,178106,178	$32M	0.25%	ADD 159%
59	SG Americas Securities, LLC	103,006103,006	$31M	0.24%	ADD 3886%
60	TWO SIGMA INVESTMENTS, LP	101,485101,485	$30M	0.24%	ADD 1014%
61	Retirement Systems of Alabama	100,589100,589	$30M	0.24%	—
62	RHUMBLINE ADVISERS	100,437100,437	$30M	0.24%	—
63	RAYMOND JAMES FINANCIAL INC	100,242100,242	$30M	0.24%	TRIM -32%
64	WCM INVESTMENT MANAGEMENT, LLC	100,148100,148	$29M	0.24%	TRIM -4%
65	IEQ CAPITAL, LLC	94,87494,874	$28M	0.23%	ADD 28%
66	LORD, ABBETT & CO. LLC	91,90291,902	$27M	0.22%	TRIM -76%
67	Bridgewater Associates, LP	90,43890,438	$27M	0.21%	TRIM -17%
68	ADAGE CAPITAL PARTNERS GP, L.L.C.	89,90089,900	$27M	0.21%	NEW
69	Engineers Gate Manager LP	88,41588,415	$26M	0.21%	ADD 129%
70	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	87,29387,293	$26M	0.21%	ADD 3%
71	PRINCIPAL FINANCIAL GROUP INC	86,28686,286	$26M	0.20%	ADD 2%
72	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	85,19785,197	$25M	0.20%	ADD 8%
73	AMERICAN CENTURY COMPANIES INC	83,30383,303	$25M	0.20%	TRIM -25%
74	Russell Investments Group, Ltd.	78,24178,241	$23M	0.19%	ADD 205%
75	Swiss National Bank	76,56076,560	$23M	0.18%	—
76	NEUBERGER BERMAN GROUP LLC	75,13575,135	$22M	0.18%	TRIM -58%
77	Junto Capital Management LP	74,76074,760	$22M	0.18%	TRIM -66%
78	SEI INVESTMENTS CO	74,40274,402	$22M	0.18%	ADD 21%
79	Nuveen, LLC	73,40073,400	$22M	0.17%	—
80	California Public Employees Retirement System	72,91972,919	$22M	0.17%	ADD 4%
81	ProShare Advisors LLC	70,11670,116	$21M	0.17%	TRIM -33%
82	ALLIANCEBERNSTEIN L.P.	61,04361,043	$21M	0.14%	—
83	MILLENNIUM MANAGEMENT LLC	69,15869,158	$21M	0.16%	TRIM -87%
84	MACQUARIE GROUP LTD	66,53766,537	$20M	0.16%	TRIM -67%
85	ENVESTNET ASSET MANAGEMENT INC	66,53666,536	$20M	0.16%	—
86	CITADEL ADVISORS LLC	66,07566,075	$20M	0.16%	TRIM -25%
87	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	64,88264,882	$19M	0.15%	ADD 1571%
88	Treasurer of the State of North Carolina	63,08063,080	$19M	0.15%	ADD 9%
89	Cerity Partners LLC	61,45361,453	$18M	0.15%	ADD 26%
90	Boston Trust Walden Corp	61,31661,316	$18M	0.15%	NEW
91	GW&K Investment Management, LLC	59,23259,232	$18M	0.14%	ADD 6%
92	AGF MANAGEMENT LTD	58,50858,508	$17M	0.14%	TRIM -2%
93	COOKSON PEIRCE & CO INC	57,45057,450	$17M	0.14%	—
94	DEUTSCHE BANK AG\	57,09457,094	$17M	0.14%	ADD 317%
95	STATE OF WISCONSIN INVESTMENT BOARD	56,99756,997	$17M	0.14%	TRIM -10%
96	AMERIPRISE FINANCIAL INC	55,95455,954	$17M	0.13%	ADD 2%
97	Amundi	55,52955,529	$17M	0.13%	ADD 436%
98	CCM INVESTMENT ADVISERS LLC	54,96354,963	$16M	0.13%	—
99	Legal & General Group Plc	54,89554,895	$16M	0.13%	TRIM -8%
100	STRS OHIO	54,88254,882	$16M	0.13%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

3.6M

3.5M

3.6M

$1.1B

VANGUARD PORTFOLIO MANAGEMENT LLC

—

2.0M

$589M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.7M

$506M

FMR LLC

1.0M

195K

862K

850K

1.3M

1.7M

$498M

Invesco Ltd.

1.4M

867K

1.4M

1.3M

1.4M

$425M

AQR CAPITAL MANAGEMENT LLC

207K

486K

873K

968K

858K

1.3M

$388M

STATE STREET CORP

1.1M

1.2M

$352M

GEODE CAPITAL MANAGEMENT, LLC

744K

772K

832K

940K

925K

1.0M

$311M

TD Asset Management Inc

956K

583K

955K

1.2M

958K

$286M

MORGAN STANLEY

519K

709K

638K

620K

687K

918K

$274M

WELLINGTON MANAGEMENT GROUP LLP

856K

170K

564K

2.0M

1.9M

623K

$186M

Boston Partners

1.5M

1.7M

1.2M

824K

580K

$173M

DIMENSIONAL FUND ADVISORS LP

476K

561K

627K

524K

532K

549K

$164M

GOLDMAN SACHS GROUP INC

305K

311K

251K

326K

439K

525K

$157M

JPMORGAN CHASE & CO

620K

648K

606K

1.0M

438K

469K

$134M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	651	35,220,983	83.6%	$10.5B
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · EVR

Activists — 13D, active intent

HYMAN EDWARD S4.3%NEWSCHEDULE 13D/A · Amd 1 · event 2025-02-10SEC →

1,643,035 shares

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
VANGUARD CAPITAL MANAGEMENT LLC	5.02%	QII	2026-03-31	SEC →
WELLINGTON MANAGEMENT GROUP LLP	5%	QII	2025-12-31	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

EVR US Equity☆

Institutional ownership· 13F filers holding EVR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · EVR

Institutional ownership· 13F filers holding EVR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · EVR

EVR US Equity