Evercore Inc. hedge fund holdings
EVRNYSE$261.68+2.68 (+1.03%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
EVR · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-21.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 235 | 208 | $2.08B | $1.69B | 528 | Aug 14, 2025 |
| Q3 2025 | 229 | 174 | $1.51B | $1.65B | 596 | Nov 14, 2025 |
| Q4 2025 | 164 | 194 | $984M | $1.25B | 596 | Feb 14, 2026 |
| Q1 2026 | 251 | 174 | $1.61B | $1.58B | 620 | May 15, 2026 |
| Q2 2026 | 248 | 166 | $1.27B | $994M | 672 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
672 filersNew position
88$230M+674K sh
Increased
160$1.04B+3.05M sh
Reduced
123-$851M-2.49M sh
Out / sold
43-$143M-418K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Azora Capital LP | New Buy | +$63.5M | $63.5M | 2.68% | Aug 14, 2026 |
| Capital International Investors | Added 108.48% | +$57.7M | $111M | 0.02% | Aug 12, 2026 |
| Longaeva Partners L.P. | Reduce 56.81% | -$30.5M | $23.2M | 0.51% | Aug 14, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 23.25% | +$25.3M | $134M | 0.13% | Aug 13, 2026 |
| Flputnam Investment Management Co | New Buy | +$25.1M | $25.1M | 0.30% | Aug 6, 2026 |
| Adage Capital Partners GP, L.L.C. | Reduce 79.98% | -$24.5M | $6.15M | 0.01% | Aug 14, 2026 |
| Junto Capital Management LP | Sell 100% | -$22.3M | $0 | 0.00% | Aug 14, 2026 |
| Driehaus Capital Management LLC | New Buy | +$21.5M | $21.5M | 0.12% | Aug 14, 2026 |
| Bridgewater Associates, LP | Reduce 63.30% | -$19.5M | $11.3M | 0.05% | Aug 14, 2026 |
| Boston Trust Walden Corp | Added 88.91% | +$18.6M | $39.5M | 0.30% | Jul 24, 2026 |
| Susquehanna Portfolio Strategies, LLC | Sell 100% | -$16.2M | $0 | 0.00% | Aug 14, 2026 |
| Jain Global LLC | New Buy | +$15.4M | $15.4M | 0.06% | Aug 14, 2026 |
| Artemis Investment Management LLP | Added 14.75% | +$13.9M | $108M | 0.96% | Jul 23, 2026 |
| Agf Management Ltd | Reduce 66.10% | -$13.2M | $6.77M | 0.03% | Aug 10, 2026 |
| Interval Partners, LP | Added 101.96% | +$12.8M | $25.3M | 0.65% | Aug 14, 2026 |
| Jackson Wealth Management, LLC | Reduce 91.52% | -$12.4M | $1.15M | 0.68% | Aug 20, 2026 |
| Zurich Insurance Group Ltd | New Buy | +$12.1M | $12.1M | 0.08% | Aug 14, 2026 |
| Walter Public Investments Inc. | New Buy | +$11.7M | $11.7M | 2.82% | Aug 5, 2026 |
| Worldquant Millennium Advisors LLC | Added 855.02% | +$10.5M | $11.8M | 0.04% | Aug 14, 2026 |
| Marsico Capital Management LLC | Added 57.20% | +$9.93M | $27.3M | 0.71% | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | Added 268.08% | +$9.58M | $13.1M | 0.02% | Aug 14, 2026 |
| Epoch Investment Partners, Inc. | Reduce 58.37% | -$8.86M | $6.32M | 0.04% | Aug 13, 2026 |
| Capital Fund Management S.A. | New Buy | +$8.62M | $8.62M | 0.04% | Aug 13, 2026 |
| Canada Pension Plan Investment Board | Reduce 21.06% | -$8.34M | $31.3M | 0.02% | Aug 14, 2026 |
| Stephens Investment Management Group LLC | Added 8.86% | +$7.86M | $96.6M | 1.04% | Jul 29, 2026 |
| Cinctive Capital Management LP | New Buy | +$7.73M | $7.73M | 0.28% | Aug 14, 2026 |
| Primecap Management Co | Added 6.27% | +$7.58M | $128M | 0.08% | Aug 14, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | New Buy | +$7.24M | $7.24M | 1.46% | Aug 14, 2026 |
| Caisse de depot et placement du Quebec | Added 134.67% | +$7M | $12.2M | 0.02% | Aug 14, 2026 |
| Nomura Asset Management International Inc. | Reduce 14.24% | -$6.89M | $41.5M | 0.06% | Aug 14, 2026 |
| Natixis | Reduce 99.74% | -$6.62M | $17.4K | 0.00% | Aug 13, 2026 |
| Schroder Investment Management Group | Reduce 9.55% | -$6.1M | $57.8M | 0.04% | Aug 13, 2026 |
| Convergence Investment Partners, LLC | New Buy | +$6.03M | $6.03M | 0.57% | Jul 31, 2026 |
| Public Employees Retirement Association of Colorado | Added 26.36% | +$5.84M | $28M | 0.10% | Aug 11, 2026 |
| William Blair Investment Management, LLC | Reduce 6.62% | -$5.8M | $81.8M | 0.25% | Aug 12, 2026 |
| University of Texas/Texas Am Investment Management Co | Sell 100% | -$5.31M | $0 | 0.00% | Aug 3, 2026 |
| Ceredex Value Advisors LLC | Reduce 12.37% | -$5.22M | $37M | 1.04% | Aug 11, 2026 |
| NFJ Investment Group, LLC | New Buy | +$5.12M | $5.12M | 0.17% | Aug 11, 2026 |
| Oak Harvest Investment Services | New Buy | +$5.03M | $5.03M | 0.47% | Jul 27, 2026 |
| Prana Capital Management, LP | Reduce 40.87% | -$4.8M | $6.94M | 0.21% | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | Reduce 91.50% | -$4.46M | $414K | 0.02% | Aug 3, 2026 |
| SummitTX Capital, L.P. | Added 52.78% | +$4.34M | $12.6M | 0.32% | Aug 14, 2026 |
| Freestone Grove Partners LP | Reduce 24.64% | -$4.11M | $12.6M | 0.08% | Aug 14, 2026 |
| Cander Asset Management LP | Reduce 31.60% | -$3.84M | $8.32M | 1.54% | Aug 14, 2026 |
| Macquarie Group Ltd | Reduce 14.63% | -$3.32M | $19.4M | 0.08% | Aug 14, 2026 |
| Frontier Capital Management Co LLC | Added 17.81% | +$3.22M | $21.3M | 0.20% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 5.32% | +$3.19M | $63.2M | 0.08% | Aug 13, 2026 |
| Cramer Rosenthal Mcglynn LLC | Reduce 22.93% | -$2.79M | $9.39M | 0.47% | Aug 13, 2026 |
| Horizon Investments, LLC | Added 44.93% | +$2.6M | $8.37M | 0.09% | Aug 13, 2026 |
| Inspire Investing, LLC | Added 122.33% | +$2.59M | $4.71M | 0.19% | Aug 12, 2026 |
| Retirement Systems of Alabama | Reduce 7.36% | -$2.53M | $31.8M | 0.10% | Jul 28, 2026 |
| Waratah Capital Advisors Ltd. | Added 41.17% | +$2.33M | $7.99M | 0.27% | Aug 11, 2026 |
| Aurora Investment Counsel | New Buy | +$2.27M | $2.27M | 1.17% | Aug 10, 2026 |
| L2 Asset Management, LLC | New Buy | +$2.2M | $2.2M | 0.23% | Aug 13, 2026 |
| Axq Capital, LP | Reduce 85.48% | -$2.2M | $373K | 0.04% | Aug 6, 2026 |
| Bahl & Gaynor LLC | Reduce 1.58% | -$2.16M | $135M | 0.62% | Aug 13, 2026 |
| IMC-Chicago, LLC | New Buy | +$1.96M | $1.96M | 0.00% | Aug 6, 2026 |
| Jefferies Financial Group Inc. | Added 457.05% | +$1.94M | $2.36M | 0.02% | Aug 17, 2026 |
| Hancock Whitney Corp | Reduce 74.14% | -$1.84M | $643K | 0.01% | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | Added 32.29% | +$1.8M | $7.4M | 0.04% | Jul 17, 2026 |
| First Trust Advisors LP | Added 19.45% | +$1.77M | $10.9M | 0.01% | Aug 11, 2026 |
| Gateway Investment Advisers LLC | Added 124.73% | +$1.74M | $3.14M | 0.03% | Jul 20, 2026 |
| Holocene Advisors, LP | Reduce 4.70% | -$1.73M | $35.1M | 0.08% | Aug 14, 2026 |
| Princeton Capital Management LLC | Reduce 68.95% | -$1.68M | $758K | 0.17% | Aug 11, 2026 |
| Fox Run Management, L.L.C. | New Buy | +$1.62M | $1.62M | 0.27% | Aug 4, 2026 |
| Caxton Associates LLP | New Buy | +$1.61M | $1.61M | 0.03% | Aug 14, 2026 |
| Capricorn Fund Managers Ltd | New Buy | +$1.6M | $1.6M | 0.13% | Jul 24, 2026 |
| Allstate Corp | Reduce 55.80% | -$1.49M | $1.18M | 0.01% | Aug 13, 2026 |
| Picton Mahoney Asset Management | Reduce 29.35% | -$1.39M | $3.34M | 0.02% | Aug 13, 2026 |
| First Eagle Investment Management, LLC | Added 102.92% | +$1.37M | $2.7M | 0.00% | Aug 24, 2026 |
| Peregrine Investment Management Inc | Reduce 18.86% | -$1.37M | $5.88M | 2.50% | Jul 23, 2026 |
| Westwood Holdings Group Inc | Reduce 3.67% | -$1.36M | $35.6M | 0.27% | Aug 14, 2026 |
| Natixis Advisors, LLC | Added 11.48% | +$1.33M | $12.9M | 0.01% | Aug 14, 2026 |
| RFG Advisory, LLC | New Buy | +$1.28M | $1.28M | 0.02% | Jul 15, 2026 |
| Illinois Municipal Retirement Fund | Added 55.24% | +$1.28M | $3.59M | 0.04% | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | New Buy | +$1.01M | $1.01M | 0.01% | Aug 14, 2026 |
| Susquehanna Fundamental Investments, LLC | New Buy | +$964K | $964K | 0.02% | Aug 14, 2026 |
| Tidal Investments LLC | Added 55.05% | +$923K | $2.6M | 0.00% | Aug 13, 2026 |
| Peregrine Capital Management LLC | Reduce 6.92% | -$917K | $12.3M | 0.40% | Jul 17, 2026 |
| First National Bank of Hutchinson | New Buy | +$882K | $882K | 0.48% | Aug 3, 2026 |
| BW Gestao de Investimentos Ltda. | Added 11.84% | +$850K | $8.02M | 0.16% | Aug 14, 2026 |
| Pier Capital, LLC | Reduce 99.64% | -$848K | $3.07K | 0.00% | Aug 5, 2026 |
| Marshall Financial Group, LLC | New Buy | +$810K | $810K | 0.12% | Jul 20, 2026 |
| VARCOV Co. | Sell 100% | -$771K | $0 | 0.00% | Aug 14, 2026 |
| Lecap Asset Management Ltd | Sell 100% | -$764K | $0 | 0.00% | Jul 30, 2026 |
| Gardner Lewis Asset Management L P | New Buy | +$761K | $761K | 0.17% | Aug 12, 2026 |
| Syon Capital LLC | Reduce 13.70% | -$731K | $4.6M | 0.20% | Aug 14, 2026 |
| Atria Investments, Inc | Reduce 65.35% | -$708K | $375K | 0.00% | Jul 28, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$689K | $689K | 0.01% | Aug 10, 2026 |
| Leeward Investments, LLC - MA | Reduce 5.45% | -$673K | $11.7M | 0.53% | Jul 30, 2026 |
| Empire Life Investments Inc. | Reduce 3.94% | -$636K | $15.5M | 0.87% | Jul 24, 2026 |
| iA Global Asset Management Inc. | New Buy | +$633K | $633K | 0.01% | Jul 29, 2026 |
| Mount Lucas Management LP | Added 107.37% | +$632K | $1.22M | 0.43% | Aug 10, 2026 |
| Pinebridge Investments LLC | Added 132.92% | +$627K | $1.1M | 0.01% | Aug 14, 2026 |
| Roberts Glore & Co Inc | New Buy | +$608K | $608K | 0.15% | Aug 11, 2026 |
| New Age Alpha Advisors, LLC | Added 32.27% | +$606K | $2.48M | 0.11% | Aug 13, 2026 |
| PDT Partners, LLC | Sell 100% | -$597K | $0 | 0.00% | Aug 14, 2026 |
| Wellington Management Group LLP | Added 0.28% | +$590K | $213M | 0.04% | Aug 14, 2026 |
| FIL Ltd | Reduce 6.11% | -$586K | $9.01M | 0.01% | Aug 13, 2026 |
| AlphaGrep UK Ltd | Added 141.63% | +$569K | $971K | 0.29% | Aug 14, 2026 |