Position in EVR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$286,113,476
-$127,197,045 QoQ
Shares Held
958,472
-21.1% QoQ
Ownership
2.48%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026TD Asset Management Inc holds $1,482,262,861 across 17 Capital Markets names. EVR ranks #3 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,131,499 | $350,780,789 | |
| 2 | GS |
Goldman Sachs Group Inc
|
390,689 | $330,518,986 | |
| 3 | EVR |
Evercore Inc.
This page
|
958,472 | $286,113,476 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
554,133 | $166,699,830 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,468,900 | $165,589,122 | |
| 6 | SCHW |
Schwab Charles Corp
|
742,694 | $69,798,382 | |
| 7 | TW |
Tradeweb Markets Inc.
|
423,089 | $49,780,650 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
394,513 | $27,339,750 |
All Filings in EVR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,113,476 | 958,472 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $413,310,521 | 1,214,726 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $398,866,057 | 1,182,456 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $257,978,997 | 955,407 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $116,510,855 | 583,371 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $265,084,280 | 956,327 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $267,965,318 | 1,057,730 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $214,783,154 | 1,030,481 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $155,439,003 | 807,098 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $17,136,644 | 100,185 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $15,672,819 | 113,670 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,867,886 | 87,935 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||