Millennium Management
EVR icon

Millennium Management’s Evercore EVR Stock Holding History

Millennium Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$716K Sell
2,400
-1,400
-37% -$458K ﹤0.01% 4595
2025
Q4 		$1.29M Buy
+3,800
New +$1.22M ﹤0.01% 4297
2021
Q1 		– Sell
-60,000
Closed -$6.58M – 6076
2020
Q4 		$6.58M Buy
+60,000
New +$5.34M ﹤0.01% 2180

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management's EVR Position: Q1 2026 in Review

Millennium Management reduced its Evercore (EVR) stake by 87% in Q1 2026, selling an estimated $153M and leaving 69,158 shares worth $20.6M. The position accounts for 0.01% of the portfolio, ranked #1522.

Millennium Management first reported a position in EVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $337M in Q2 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Millennium Management held 69,158 shares of Evercore worth $20.6M as of Q1 2026.
  • Millennium Management sold 467,488 Evercore shares in Q1 2026, an estimated $153M.
  • Evercore made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1522 holding.
  • Millennium Management first reported a position in Evercore in Q2 2013 and has held it in 52 quarters since.
  • Millennium Management's Evercore position peaked at $337M in Q2 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.