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Evercore Inc. 13F holders

Of the 44 funds followed here, 10 reported a position in Evercore Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 1.1 million shares worth $386.7 million, 0.0% of its reported book.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC1,132,481$386.7 million0.0%-537,181trimmed30 June 202613F
Geode Capital Management1,098,427$375.1 million0.0%+55,089added30 June 202613F
Millennium Management642,464$219.4 million0.1%+566,506added30 June 202613F
Norges Bank417,041$142.4 million0.0%held30 June 202613F
Point72 Asset Management344,921$117.8 million0.1%-45,663trimmed30 June 202613F
Two Sigma Investments197,932$67.6 million0.0%+89,347added30 June 202613F
Renaissance Technologies156,180$53.3 million0.1%-17,680trimmed30 June 202613F
Alyeska100,016$34.1 million0.1%+96,275added30 June 202613F
Citadel Advisors73,000$24.9 million0.0%-150,375trimmed30 June 202613F
Bridgewater Associates33,194$11.3 million0.0%-57,244trimmed30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
31 July 202613GVanguard Portfolio Management and 1 other2.0 million5.1%30 June 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Capital Management and 1 other2.0 million5.0%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
10 February 202613G/AWellington Management Group LLP and 5 others1.9 million5.0%31 December 2025passive, institutional (13d-1(b))EDGAR
12 November 202513GWellington Management Group LLP and 5 others2.0 million5.2%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
1 September 20261$286.43SEC
27 August 20268$291.42SEC
21 August 202684$287.09SEC
10 August 20265$305.94SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 84 on 21 August 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to EVR by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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