Among active 13F managers last quarter, 8 opened and 28 added, while 21 reduced; the largest holder to move was AQR Capital Management LLC (+53%). Over the last 180 days, 1 insider sold and none bought, a net -$2.7M in open-market trades.
The legs disagree, or only one of them leans.
625 tracked 13F filers disclose a position in EVR as of the latest SEC 13F filings, a combined $9.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.6M | $1.1B | ▲+5.5% Added · +190K sh | Q1 2026 | |
| 2 | Vanguard Portfolio Management LLC | 2.0M | $589.3M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 1.7M | $506.0M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | FMR LLC | 1.7M | $498.4M | ▲+33% Added · +413K sh | Q1 2026 | |
| 5 | AQR Capital Management LLC | 1.3M | $388.1M | ▲+53% Added · +459K sh | Q1 2026 | |
| 6 | State Street Corp | 1.2M | $411.8M | ▲+2.3% Added · +27K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 1.1M | $375.1M | ▲+5.3% Added · +55K sh | Q2 2026 | |
| 8 | TD Asset Management Inc | 958K | $286.1M | ▼−21% Reduced · −256K sh | Q1 2026 | |
| 9 | Morgan Stanley | 918K | $274.0M | ▲+34% Added · +231K sh | Q1 2026 | |
| 10 | Boston Partners | 580K | $173.2M | ▼−30% Reduced · −244K sh | Q1 2026 | |
| 11 | Dimensional Fund Advisors LP | 549K | $163.7M | ▲+3.1% Added · +17K sh | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 525K | $156.6M | ▲+20% Added · +86K sh | Q1 2026 | |
| 13 | Norges Bank | 483K | $164.2M | ▼−17% Reduced · −99K sh | Q4 2025 | |
| 14 | JPMorgan Chase & Co | 469K | $133.7M | ▲+7.2% Added · +31K sh | Q1 2026 | |
| 15 | Fisher Asset Management, LLC | 425K | $126.8M | ▲+33% Added · +105K sh | Q1 2026 | |
| 16 | Bahl & Gaynor LLC | 402K | $120.0M | ▼−4.7% Reduced · −20K sh | Q1 2026 | |
| 17 | Balyasny Asset Management L.P. | 369K | $110.2M | ▲+700% Added · +323K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 357K | $106.6M | ▲+11% Added · +37K sh | Q1 2026 | |
| 19 | Primecap Management Co | 354K | $105.7M | ▲+61% Added · +134K sh | Q1 2026 | |
| 20 | Point72 Asset Management, L.P. | 345K | $117.6M | ▼−12% Reduced · −46K sh | Q2 2026 | |
| 21 | Price T Rowe Associates Inc | 327K | $97.5M | ▼−47% Reduced · −291K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | 319K | $95.3M | ▼−0.3% Reduced · −866 sh | Q1 2026 | |
| 23 | BNP Paribas Asset Management Holding S.A. | 319K | $95.2M | ▲+54% Added · +112K sh | Q1 2026 | |
| 24 | Fuller & Thaler Asset Management, Inc. | 310K | $105.9M | ▼−6.3% Reduced · −21K sh | Q2 2026 | |
| 25 | Paralel Advisors LLC | 300K | $102.4M | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 8 funds opened a new position in EVR and 28 added to an existing one, while 21 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 389 funds | $280.6B |
| Amazon.com IncAMZN | 389 funds | $213.6B |
| Meta Platforms Inc-Class AMETA | 386 funds | $119.2B |
| Nvidia CorpNVDA | 381 funds | $409.7B |
| Apple IncAAPL | 376 funds | $317.7B |
| Broadcom IncAVGO | 374 funds | $161.8B |
| Eli Lilly & CoLLY | 373 funds | $90.3B |
| Alphabet Inc-CL AGOOGL | 372 funds | $184.5B |
| JPMorgan Chase & CoJPM | 369 funds | $73.2B |
| Visa Inc-Class A SharesV | 362 funds | $62.5B |
| Mastercard Inc - AMA | 361 funds | $55.7B |
| Micron Technology IncMU | 356 funds | $53.0B |
Ranked by how many of EVR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 11, 2026 | LaLonde Timothy Gilbert | Chief Financial Officer | Sell (S) | 8K | $2.7M |
| Mar 6, 2026 | Williamson Sarah K | Director | Buy (P) | 2K | $581K |
| Feb 6, 2026 | Klurfeld Jason | General Counsel | Sell (S) | 5K | $1.8M |
| Feb 5, 2026 | Pensa Paul | Contr, Prin. Acct.Officer | Sell (S) | 1K | $508K |
| Dec 9, 2025 | Carlton Pamela G | Director | Sell (S) | 192 | $66K |
| Aug 5, 2025 | LaLonde Timothy Gilbert | Chief Financial Officer | Sell (S) | 8K | $2.5M |
| Aug 1, 2025 | Klurfeld Jason | General Counsel | Sell (S) | 6K | $1.6M |
| Feb 10, 2025 | Hyman Edward S | Vice Chair EVR & Chairman EISI | Sell (S) | 18K | $4.8M |
| Feb 7, 2025 | Hyman Edward S | Vice Chair EVR & Chairman EISI | Sell (S) | 21K | $5.9M |
| Feb 7, 2025 | Pensa Paul | Contr, Prin. Acct.Officer | Sell (S) | 2K | $524K |
| Feb 6, 2025 | Hyman Edward S | Vice Chair EVR & Chairman EISI | Sell (S) | 17K | $4.9M |
| Nov 22, 2024 | Hyman Edward S | Vice Chair EVR & Chairman EISI | Sell (S) | 21K | $6.5M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 53 | 34 | – |
Insiders Form 4 open-market | 0 | 1 | -$2.7M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for EVR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EVR/capital-change-brief"
Use Arkolith's capital_change_brief for EVR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for EVR. Filings are public domain, sourced to SEC EDGAR.