Evercore Inc - A (EVR) Held by Superinvestors

EVERCORE INC - A (EVR) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $62.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Renaissance Technologies LLC is currently the largest disclosed institutional shareholder of EVR tracked by InsiderSet, reporting ownership valued at approximately $53.33M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $45.37M, representing an estimated loss of -14.92% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed EVR value among the investors covered in this analysis. Major shareholders include Renaissance Technologies LLC, Sequoia Financial Advisors, First Eagle U.S. Value, and several other long-term asset managers with concentrated positions in EVERCORE INC - A (EVR).

This page ranks the largest institutional EVR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Renaissance Technologies LLCJim Simons0.07%156,180$53,326,099$45,370,290-$7,955,809-14.92%
Sequoia Financial Advisors0.04%21,658$7,395,073$6,291,649-$1,103,424-14.92%
First Eagle U.S. ValueJean-Marie Eveillard0.00%3,960$1,352,103$1,150,380-$201,723-14.92%
Showing 3 of 3

Frequently asked questions about EVR

  • Who are the largest superinvestors holding EVR?

    The largest superinvestors holding EVR in the latest SEC Form 13F filings include Renaissance Technologies LLC, Sequoia Financial Advisors, and First Eagle U.S. Value. InsiderSet ranks these superinvestors by their latest reported EVR position.

  • What does the EVR superinvestors page include?

    This page tracks EVR positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. EVERCORE INC - A (EVR) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.

  • How many superinvestors hold EVR?

    InsiderSet currently tracks 3 superinvestors reporting EVR holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own EVR.

  • How much EVR stock do superinvestors hold?

    Superinvestors tracked by InsiderSet disclosed approximately $62.07M in EVR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.

  • When were EVR superinvestor holdings last updated?

    The latest EVR superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.

  • Are superinvestor EVR holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its EVR position after the reporting date.

  • Are superinvestors buying or selling EVR?

    Buying and selling can be analyzed by comparing EVR positions across consecutive 13F reporting periods. InsiderSet's EVR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EVR ownership changes.

  • How have superinvestor EVR holdings changed over time?

    InsiderSet tracks EVR holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.