Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$58,967,370
+$1,973,752 QoQ
Shares Held
172,702
-9.5% QoQ
Ownership
0.449%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#42
of 703 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $2,758,928,266 across 16 Capital Markets names. EVR ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,226,529 | $2,137,753,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
278,347 | $281,511,804 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,170,390 | $107,991,885 | |
| 4 | EVR |
Evercore Inc.
This page
|
172,702 | $58,967,370 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
505,117 | $50,653,132 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
263,456 | $35,337,353 | |
| 7 | FUTU |
Futu Holdings Ltd
|
376,596 | $35,302,108 | |
| 8 | PWP |
Perella Weinberg Partners
|
1,128,125 | $18,004,875 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,967,370 | 172,702 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $56,993,618 | 190,927 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $57,277,683 | 168,340 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $60,821,830 | 180,309 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $54,299,671 | 201,095 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,301,545 | 81,622 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $32,988,103 | 119,009 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $38,810,420 | 153,195 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $39,736,970 | 190,649 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $56,236,086 | 291,999 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $54,091,653 | 316,233 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,326,619 | 343,245 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,564,447 | 271,579 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $34,989,214 | 303,252 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,902,654 | 99,951 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,227,220 | 100,027 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,538,158 | 144,623 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $21,436,668 | 192,568 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,196,251 | 170,749 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,763,597 | 102,967 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,597,768 | 117,907 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $7,523,277 | 68,618 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,179,784 | 48,576 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,262,174 | 140,227 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,570,898 | 207,792 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||