| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.1B | 3.6M | ▲+5.5% Added · +190K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $589.3M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $506.0M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 4 | FMR LLC | $498.4M | 1.7M | ▲+33% Added · +413K sh | Q1 2026 | |
| 5 | AQR CAPITAL MANAGEMENT LLC | $388.1M | 1.3M | ▲+53% Added · +459K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $352.0M | 1.2M | ▲+1.7% Added · +19K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $311.5M | 1.0M | ▲+13% Added · +118K sh | Q1 2026 | |
| 8 | TD ASSET MANAGEMENT INC | $286.1M | 958K | ▼−21% Reduced · −256K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $274.0M | 918K | ▲+34% Added · +231K sh | Q1 2026 | |
| 10 | Boston Partners | $173.2M | 580K | ▼−30% Reduced · −244K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $163.7M | 549K | ▲+3.1% Added · +17K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $156.6M | 525K | ▲+20% Added · +86K sh | Q1 2026 | |
| 13 | NORGES BANK | $164.2M | 483K | ▼−17% Reduced · −99K sh | Q4 2025 | |
| 14 | JPMORGAN CHASE & CO | $133.7M | 469K | ▲+7.2% Added · +31K sh | Q1 2026 | |
| 15 | Fisher Asset Management, LLC | $126.8M | 425K | ▲+33% Added · +105K sh | Q1 2026 | |
| 16 | BAHL & GAYNOR INC | $120.0M | 402K | ▼−4.7% Reduced · −20K sh | Q1 2026 | |
| 17 | Point72 Asset Management, L.P. | $116.6M | 391K | ▲New +391K sh | Q1 2026 | |
| 18 | BALYASNY ASSET MANAGEMENT L.P. | $110.2M | 369K | ▲+700% Added · +323K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $106.6M | 357K | ▲+11% Added · +37K sh | Q1 2026 | |
| 20 | PRIMECAP MANAGEMENT CO/CA/ | $105.7M | 354K | ▲+61% Added · +134K sh | Q1 2026 | |
| 21 | FULLER & THALER ASSET MANAGEMENT, INC. | $98.8M | 331K | ▲+20% Added · +55K sh | Q1 2026 | |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | $97.5M | 327K | ▼−47% Reduced · −291K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $95.3M | 319K | ▼−0.3% Reduced · −866 sh | Q1 2026 | |
| 24 | BNP Paribas Asset Management Holding S.A. | $95.2M | 319K | ▲+54% Added · +112K sh | Q1 2026 | |
| 25 | Paralel Advisors LLC | $89.6M | 300K | —Held | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 223 funds | $233.1B |
| META PLATFORMS INC-CLASS AMETA | 223 funds | $99.4B |
| AMAZON.COM INCAMZN | 222 funds | $180.9B |
| NVIDIA CORPNVDA | 219 funds | $333.6B |
| BROADCOM INCAVGO | 216 funds | $130.1B |
| APPLE INCAAPL | 215 funds | $255.0B |
| ALPHABET INC-CL AGOOGL | 215 funds | $153.1B |
| MASTERCARD INC - AMA | 215 funds | $45.7B |
| ELI LILLY & COLLY | 213 funds | $73.7B |
| JPMORGAN CHASE & COJPM | 212 funds | $62.5B |
| VISA INC-CLASS A SHARESV | 212 funds | $48.0B |
| COSTCO WHOLESALE CORPCOST | 209 funds | $38.2B |
Ranked by how many of EVR's institutional holders also hold each name, a cross-fund conviction signal.
| 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 |
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 + end-of-day price history + the live filing stream, joined for EVR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.