Position in EVR
as of Dec 31, 2025
· filed Jan 29, 2026
Position Value
$1,306,610,014
-$9,676,039 QoQ
Shares Held
3,840,147
-1.6% QoQ
Ownership
9.93%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 6%
None 94%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Dec 31, 2025VANGUARD GROUP INC holds $91,113,283,249 across 58 Capital Markets names. EVR ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
29,014,431 | $25,503,684,849 | |
| 2 | MS |
Morgan Stanley
|
119,718,100 | $21,253,554,291 | |
| 3 | SCHW |
Schwab Charles Corp
|
150,528,952 | $15,039,347,591 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
95,771,497 | $10,831,756,308 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
52,254,357 | $3,360,477,696 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
8,148,558 | $2,910,420,457 | |
| 7 | EVR |
Evercore Inc.
This page
|
3,840,147 | $1,306,610,014 | |
| 8 | TW |
Tradeweb Markets Inc.
|
11,955,735 | $1,285,719,740 |
All Filings in EVR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,306,610,014 | 3,840,147 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,316,286,053 | 3,902,188 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,036,181,497 | 3,837,425 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $771,456,445 | 3,862,690 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,063,488,218 | 3,836,676 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $973,448,815 | 3,842,460 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $775,451,933 | 3,720,443 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $702,136,724 | 3,645,759 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $632,013,326 | 3,694,904 | Shares | Defined | 2024-03-11 | |
| 2023-09-30 | $526,067,212 | 3,815,399 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $511,780,009 | 4,140,950 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $429,265,865 | 3,720,453 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $410,670,709 | 3,764,858 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $307,937,172 | 3,743,917 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $379,614,010 | 4,055,272 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $430,783,351 | 3,869,775 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $511,522,523 | 3,765,348 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $495,126,643 | 3,704,097 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $540,490,354 | 3,839,528 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $510,176,453 | 3,872,601 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $377,428,242 | 3,442,432 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $221,242,819 | 3,379,817 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $211,207,221 | 3,584,644 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $173,894,967 | 3,775,401 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||