GEODE CAPITAL MANAGEMENT, LLC

Position in EVR — Evercore Inc.

CIK 1214717 BOSTON, MA

Back to EVR Full portfolio

Position in EVR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$311,446,826

-$3,250,398 QoQ

Shares Held

1,043,338

+12.8% QoQ

Ownership

2.70%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.41543392457669.ToString("F0")% Shared 0.ToString("F0")% None 0.5845660754233049.ToString("F0")%

Common Shares in EVR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

GEODE CAPITAL MANAGEMENT, LLC holds $20,147,121,267 across 70 Capital Markets names. EVR ranks #7 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,114,833	$6,019,077,569
2	MS	Morgan Stanley	27,702,674	$4,559,029,059
3	SCHW	Schwab Charles Corp	38,692,266	$3,636,299,157
4	HOOD	Robinhood Markets, Inc.	21,505,352	$1,490,320,893
5	IBKR	Interactive Brokers Group, Inc.	10,443,607	$700,452,720
6	LPLA	LPL Financial Holdings Inc.	1,594,750	$479,748,641
7	EVR	Evercore Inc. This page	1,043,338	$311,446,826
8	TW	Tradeweb Markets Inc.	2,119,930	$249,430,963

All Filings in EVR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$311,446,826	1,043,338	+12.8%	Shares	Defined	2026-05-15
2025-12-31	$314,697,224	924,900	-1.7%	Shares	Defined	2026-02-09
2025-09-30	$317,238,327	940,467	+13.1%	Shares	Defined	2025-11-12
2025-06-30	$224,545,391	831,588	+7.7%	Shares	Defined	2025-08-08
2025-03-31	$154,179,246	771,977	+3.7%	Shares	Defined	2025-05-13
2024-12-31	$206,293,667	744,232	+3.6%	Shares	Defined	2025-02-12
2024-09-30	$181,950,814	718,208	+5.0%	Shares	Defined	2024-11-12
2024-06-30	$142,537,981	683,865	+7.6%	Shares	Defined	2024-08-09
2024-03-31	$122,404,041	635,568	+5.9%	Shares	Defined	2024-05-13
2023-12-31	$102,623,500	599,962	+2.3%	Shares	Defined	2024-02-13
2023-09-30	$80,883,027	586,619	+1.3%	Shares	Defined	2023-11-13
2023-06-30	$71,550,453	578,934	-8.0%	Shares	Defined	2023-08-11
2023-03-31	$72,616,018	629,364	-1.7%	Shares	Defined	2023-05-15
2022-12-31	$69,804,546	639,939	-5.8%	Shares	Defined	2023-02-13
2022-09-30	$55,873,165	679,309	-2.8%	Shares	Defined	2022-11-14
2022-06-30	$65,436,947	699,038	+16.7%	Shares	Defined	2022-08-12
2022-03-31	$66,668,768	598,893	+4.2%	Shares	Defined	2022-05-13
2021-12-31	$78,094,187	574,856	+0.7%	Shares	Defined	2022-02-11
2021-09-30	$76,338,402	571,096	-1.6%	Shares	Defined	2021-11-12
2021-06-30	$81,711,635	580,462	+2.6%	Shares	Defined	2021-08-13
2021-03-31	$74,531,641	565,748	+2.0%	Shares	Defined	2021-05-12
2020-12-31	$60,800,751	554,549	+18.3%	Shares	Defined	2021-02-12
2020-09-30	$30,678,614	468,662	-5.1%	Shares	Defined	2020-11-13
2020-06-30	$29,088,450	493,694	+1.4%	Shares	Defined	2020-08-13
2020-03-31	$22,427,995	486,930	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.