Ticker · CUSIP 29977A105

EVR

EVERCORE INC
Financial Services·Capital Markets
···Share
Holders (tracked)
18
Combined shares
5,016,818
Combined value
$1.50B
Last close
$357.52
Quarter
2025Q4
Tracked holders · last 8 quarters
+5 vs previous quarter over the last 8.
18162024Q12025Q4
Price is +19.8% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

26 events
  1. Wellington Management trimmed2026-02-17
    −92,146 shares · 2025Q4
    13F
  2. Ken Griffin (Citadel Advisors) opened position2026-02-17
    +88,142 shares · 2025Q4
    13F
  3. D.E. Shaw & Co. added2026-02-17
    +4,800 shares · 2025Q4
    13F
  4. AQR Capital Management trimmed2026-02-17
    −109,839 shares · 2025Q4
    13F
  5. Two Sigma Investments trimmed2026-02-17
    −15,130 shares · 2025Q4
    13F
  6. Izzy Englander (Millennium Mgmt) added2026-02-17
    +291,575 shares · 2025Q4
    13F
  7. T. Rowe Price added2026-02-17
    +5,513 shares · 2025Q4
    13F
  8. Paul Tudor Jones (Tudor Investment) opened position2026-02-17
    +3,000 shares · 2025Q4
    13F
  9. Ray Dalio (Bridgewater Associates) added2026-02-13
    +37,142 shares · 2025Q4
    13F
  10. Renaissance Technologies added2026-02-12
    +5,100 shares · 2025Q4
    13F
  11. Norges Bank (Norway SWF) opened position2026-02-10
    +482,617 shares · 2025Q4
    13F
  12. Ken Fisher (Fisher Asset Mgmt) trimmed2026-02-09
    −5,374 shares · 2025Q4
    13F
  13. First Eagle Investment Management added2026-02-04
    +11 shares · 2025Q4
    13F
  14. Paul Tudor Jones (Tudor Investment) exited2025-12-09
    −2,463 shares · 2025Q3
    13F
  15. AQR Capital Management added2025-11-14
    +94,960 shares · 2025Q3
    13F
  16. Izzy Englander (Millennium Mgmt) trimmed2025-11-14
    −1,001,688 shares · 2025Q3
    13F
  17. Two Sigma Investments added2025-11-14
    +14,994 shares · 2025Q3
    13F
  18. Lee Ainslie (Maverick Capital) exited2025-11-14
    −169,745 shares · 2025Q3
    13F
  19. T. Rowe Price trimmed2025-11-14
    −42,516 shares · 2025Q3
    13F
  20. Wellington Management added2025-11-14
    +1,459,903 shares · 2025Q3
    13F
  21. Renaissance Technologies opened position2025-11-13
    +8,500 shares · 2025Q3
    13F
  22. Norges Bank (Norway SWF) exited2025-11-13
    −581,678 shares · 2025Q3
    13F
  23. Ray Dalio (Bridgewater Associates) added2025-11-13
    +66,540 shares · 2025Q3
    13F
  24. Ken Fisher (Fisher Asset Mgmt) added2025-11-12
    +5,406 shares · 2025Q3
    13F
  25. Norges Bank (Norway SWF) added2025-11-12
    +3,260 shares · 2024Q3
    13F
  26. First Eagle Investment Management trimmed2025-11-12
    −1,252 shares · 2025Q3
    13F

Insider activity

No insider transactions in the last 30 days.
View full insider history for EVR →
Follow-the-investor returns
If you'd copied each holder of EVR…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
T. Rowe Price2016Q1$0.35+103360.5%$220.7M
Ken Fisher (Fisher Asset Mgmt)2017Q1$60.28+493.1%$114.3M
Norges Bank (Norway SWF)2016Q1$139.43+156.4%$172.5M
First Eagle Investment Management2022Q1$144.47+147.5%$1.5M
AQR Capital Management2016Q1$243.78+46.7%$306.7M
Paul Tudor Jones (Tudor Investment)2016Q1$254.26+40.6%$286K
Paul Tudor Jones (Tudor Investment)2016Q1$254.26+40.6%$286K
Renaissance Technologies2016Q1$255.70+39.8%$4.9M
Two Sigma Investments2016Q1$292.16+22.4%$3.3M
D.E. Shaw & Co.2017Q1$311.94+14.6%$4.0M
D.E. Shaw & Co.2017Q1$311.94+14.6%$4.0M
Wellington Management2016Q1$312.78+14.3%$690.5M
Ken Griffin (Citadel Advisors)2016Q1$327.09+9.3%$4.1M
Ken Griffin (Citadel Advisors)2016Q1$327.09+9.3%$4.1M
Ken Griffin (Citadel Advisors)2016Q1$327.09+9.3%$4.1M
Izzy Englander (Millennium Mgmt)2016Q1$328.82+8.7%$1.4M
Izzy Englander (Millennium Mgmt)2016Q1$328.82+8.7%$1.4M
Ray Dalio (Bridgewater Associates)2022Q2$332.21+7.6%$38.8M

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.
New positions3
Added to6
Trimmed4
Exited0
—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
15
$40.04B
2022Q2
17
$33.43B
2022Q3
14
$32.6M
2022Q4
14
$498.1M
2023Q1
17
$561.4M
2023Q2
16
$607.3M
2023Q3
15
$739.1M
2023Q4
14
$981.5M
2024Q1
16
$1.13B
2024Q2
17
$1.35B
2024Q3
15
$755.7M
2024Q4
17
$407.6M
2025Q1
19
$594.3M
2025Q2
17
$1.08B
2025Q3
13
$1.25B
2025Q4
18
$1.50B

Who owns EVR

18 super-investors · 2025Q4
Tracked stake
5.02M
shares
Combined value
$1.50B
% of shares outstanding
—
shares-out unknown
Quarter action mix
New6Added8Trim4
#ManagerSharesValue
1Wellington Management1.93M$657M
2AQR Capital Management858.0K$292M
3Izzy Englander
Millennium Mgmt
536.6K$183M
4Norges Bank
Norway SWF
482.6K$164M
5Ken Fisher
Fisher Asset Mgmt
319.8K$109M
6Ray Dalio
Bridgewater Associates
108.4K$37M
7Ken Griffin
Citadel Advisors
88.1K$30M
8Renaissance Technologies13.6K$5M
9Ken Griffin
Citadel Advisors
13.5K$5M
10Ken Griffin
Citadel Advisors
11.6K$4M
11D.E. Shaw & Co.11.2K$4M
12Two Sigma Investments9.1K$3M
13D.E. Shaw & Co.4.6K$2M
14First Eagle Investment Management4.1K$1M
15Izzy Englander
Millennium Mgmt
3.8K$1M
16Paul Tudor Jones
Tudor Investment
2.2K$749K
17Paul Tudor Jones
Tudor Investment
800$272K
18T. Rowe Price617.3K$210K

Recent moves

20 transactions
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