Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$584,197,689
+$191,104,202 QoQ
Shares Held
1,710,982
+29.9% QoQ
Ownership
4.45%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3
of 706 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AQR CAPITAL MANAGEMENT LLC holds $3,507,643,643 across 41 Capital Markets names. EVR ranks #1 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
1,710,982 | $584,197,689 | |
| 2 | GS |
Goldman Sachs Group Inc
|
486,684 | $492,217,592 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
8,426,996 | $421,181,256 | |
| 4 | SF |
Stifel Financial Corp
|
6,001,400 | $418,717,674 | |
| 5 | SCHW |
Schwab Charles Corp
|
4,025,866 | $371,466,650 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,787,932 | $277,845,298 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
1,987,288 | $225,537,314 | |
| 8 | MS |
Morgan Stanley
|
915,529 | $191,382,178 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,197,689 | 1,710,982 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $393,093,487 | 1,316,852 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $291,922,588 | 857,965 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $326,459,643 | 967,804 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $235,685,334 | 872,844 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $97,136,815 | 486,365 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $57,496,134 | 207,425 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $38,128,175 | 150,502 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,109,714 | 72,493 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,291,384 | 43,052 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $8,560,196 | 50,045 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $9,549,706 | 69,261 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $12,307,338 | 99,582 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $14,341,503 | 124,298 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $28,831,698 | 264,317 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $29,922,221 | 363,796 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $28,349,320 | 302,845 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $32,694,016 | 293,694 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $30,914,297 | 227,562 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $24,575,229 | 183,850 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,477,550 | 117,053 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $17,497,838 | 132,821 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,494,109 | 104,835 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $13,348,144 | 203,913 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $22,783,244 | 386,681 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $34,683,916 | 753,016 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||