Ticker · CUSIP 29977A105

EVR

EVERCORE INC

Financial Services·Capital Markets

···Share

Holders (tracked)

Combined shares

5,016,818

Combined value

$1.71B

Last close

$362.91

Quarter

2025Q4

Price is +6.7% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$362.91+183.68 (+102.49%)H $382.14 · L $173.47 · Avg Vol 513K

Tracked holders · last 8 quarters

+5 vs previous quarter over the last 8.

SEC event timeline

26 events

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

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 each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Ken Fisher (Fisher Asset Mgmt)	2017Q1	$131.02	+177.0%	$116.1M
Norges Bank (Norway SWF)	2016Q1	$139.43	+160.3%	$175.1M
First Eagle Investment Management	2022Q1	$144.47	+151.2%	$1.5M
AQR Capital Management	2016Q1	$244.39	+48.5%	$311.4M
T. Rowe Price	2016Q1	$250.72	+44.7%	$224.0M
Paul Tudor Jones (Tudor Investment)	2016Q1	$254.26	+42.7%	$290K
Paul Tudor Jones (Tudor Investment)	2016Q1	$254.26	+42.7%	$290K
Renaissance Technologies	2016Q1	$255.86	+41.8%	$4.9M
Two Sigma Investments	2016Q1	$292.16	+24.2%	$3.3M
D.E. Shaw & Co.	2017Q1	$311.99	+16.3%	$4.1M
D.E. Shaw & Co.	2017Q1	$311.99	+16.3%	$4.1M
Wellington Management	2016Q1	$312.78	+16.0%	$700.9M
Ken Griffin (Citadel Advisors)	2016Q1	$327.09	+10.9%	$4.2M
Ken Griffin (Citadel Advisors)	2016Q1	$327.09	+10.9%	$4.2M
Ken Griffin (Citadel Advisors)	2016Q1	$327.09	+10.9%	$4.2M
Izzy Englander (Millennium Mgmt)	2016Q1	$328.83	+10.4%	$1.4M
Izzy Englander (Millennium Mgmt)	2016Q1	$328.83	+10.4%	$1.4M
Ray Dalio (Bridgewater Associates)	2022Q2	$332.21	+9.2%	$39.3M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+482,617
$164.2M
Ken Griffin (Citadel Advisors)
+88,142
$30.0M
Paul Tudor Jones (Tudor Investment)
+3,000
$1.0M

Added to6

Izzy Englander (Millennium Mgmt)
+291,575
$99.2M
Ray Dalio (Bridgewater Associates)
+37,142
$12.6M
Renaissance Technologies
+5,100
$1.7M
D.E. Shaw & Co.
+4,800
$1.6M
First Eagle Investment Management
+11
$4K
T. Rowe Price
+5,513
$2K

Trimmed4

AQR Capital Management
−109,839
$37.4M
Wellington Management
−92,146
$31.4M
Two Sigma Investments
−15,130
$5.1M
Ken Fisher (Fisher Asset Mgmt)
−5,374
$1.8M

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	15	5,984,883	$40.04B	—
2022Q2	17	6,446,001	$33.43B	+2
2022Q3	14	6,068,440	$498.9M	-3
2022Q4	14	6,111,303	$666.5M	—
2023Q1	17	5,866,892	$676.7M	+3
2023Q2	16	5,142,774	$635.6M	-1
2023Q3	15	5,444,072	$750.6M	-1
2023Q4	14	5,780,937	$988.8M	-1
2024Q1	16	6,151,182	$1.18B	+2
2024Q2	17	6,755,790	$1.41B	+1
2024Q3	15	3,006,685	$761.6M	-2
2024Q4	17	1,793,363	$497.1M	+2
2025Q1	19	3,501,817	$696.7M	+2
2025Q2	17	4,638,946	$1.25B	-2
2025Q3	13	4,330,307	$1.46B	-4
2025Q4	18	5,016,818	$1.71B	+5

Who owns EVR

18 super-investors · 2025Q4

Tracked stake

5.02M

Combined value

$1.71B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New6Added8Trim4

#	Manager	Shares	Value	% of book	Last action
1	Wellington Management	1.93M	$657M	0.1%	Trim−92.1K
2	AQR Capital Management	858.0K	$292M	0.2%	Trim−109.8K
3	T. Rowe Price	617.3K	$210M	0.0%	Added+5.5K
4	Izzy Englander Millennium Mgmt	536.6K	$183M	0.1%	Added+291.6K
5	Norges Bank Norway SWF	482.6K	$164M	0.0%	New+482.6K
6	Ken Fisher Fisher Asset Mgmt	319.8K	$109M	0.0%	Trim−5.4K
7	Ray Dalio Bridgewater Associates	108.4K	$37M	0.1%	Added+37.1K
8	Ken Griffin Citadel Advisors	88.1K	$30M	0.0%	New+88.1K
9	Renaissance Technologies	13.6K	$5M	0.0%	Added+5.1K
10	Ken Griffin Citadel Advisors	13.5K	$5M	0.0%	New+88.1K
11	Ken Griffin Citadel Advisors	11.6K	$4M	0.0%	New+88.1K
12	D.E. Shaw & Co.	11.2K	$4M	0.0%	Added+4.8K
13	Two Sigma Investments	9.1K	$3M	0.0%	Trim−15.1K
14	D.E. Shaw & Co.	4.6K	$2M	0.0%	Added+4.8K
15	First Eagle Investment Management	4.1K	$1M	0.0%	Added+11
16	Izzy Englander Millennium Mgmt	3.8K	$1M	0.0%	Added+291.6K
17	Paul Tudor Jones Tudor Investment	2.2K	$749K	0.0%	New+3.0K
18	Paul Tudor Jones Tudor Investment	800	$272K	0.0%	New+3.0K

Recent moves

20 transactions

NEWKen Griffin (Citadel Advisors)
+88,142 · 2025Q4
TRIMTwo Sigma Investments
−15,130 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+3,000 · 2025Q4
TRIMAQR Capital Management
−109,839 · 2025Q4
ADDD.E. Shaw & Co.
+4,800 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+291,575 · 2025Q4
ADDT. Rowe Price
+5,513 · 2025Q4
TRIMWellington Management
−92,146 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+37,142 · 2025Q4
ADDRenaissance Technologies
+5,100 · 2025Q4
NEWNorges Bank (Norway SWF)
+482,617 · 2025Q4
TRIMKen Fisher (Fisher Asset Mgmt)
−5,374 · 2025Q4
ADDFirst Eagle Investment Management
+11 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−2,463 · 2025Q3
ADDWellington Management
+1,459,903 · 2025Q3
ADDTwo Sigma Investments
+14,994 · 2025Q3
SOLDLee Ainslie (Maverick Capital)
−169,745 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−1,001,688 · 2025Q3
TRIMT. Rowe Price
−42,516 · 2025Q3
ADDAQR Capital Management
+94,960 · 2025Q3

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