INTECH INVESTMENT MANAGEMENT LLC

Position in EVR — Evercore Inc.

CIK 1086318 WEST PALM BEACH, FL

Position in EVR

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,777,934

+$887,505 QoQ

Shares Held

9,306

+67.5% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

INTECH INVESTMENT MANAGEMENT LLC holds $141,683,020 across 26 Capital Markets names. EVR ranks #8 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	67,413	$57,030,723
2	SCHW	Schwab Charles Corp	319,604	$30,036,383
3	MS	Morgan Stanley	80,856	$13,306,471
4	HLI	Houlihan Lokey, Inc.	46,851	$6,728,740
5	JEF	Jefferies Financial Group Inc.	132,943	$5,486,557
6	BGC	BGC Group, Inc.	342,942	$3,353,972
7	SF	Stifel Financial Corp	39,195	$2,897,294
8	EVR	Evercore Inc. This page	9,306	$2,777,934

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,777,934	9,306	+67.5%	Shares	Sole	2026-05-08
2025-12-31	$1,890,429	5,556	+15.8%	Shares	Sole	2026-02-10
2025-09-30	$1,618,461	4,798	-89.9%	Shares	Sole	2025-11-12
2025-06-30	$12,850,791	47,592	+2.0%	Shares	Sole	2025-08-08
2025-03-31	$9,317,736	46,654	+74.0%	Shares	Sole	2025-05-20
2024-12-31	$7,432,849	26,815	+1512.4%	Shares	Sole	2025-02-11
2024-09-30	$421,304	1,663	-70.2%	Shares	Sole	2024-11-08
2024-06-30	$1,161,580	5,573	+168.2%	Shares	Sole	2024-08-12
2023-12-31	$355,441	2,078	-22.2%	Shares	Sole	2024-10-18
2023-09-30	$368,139	2,670	—	Shares	Sole	2024-10-18
No filing history on record for this holder in this stock.