Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$375,046,913
+$63,600,087 QoQ
Shares Held
1,098,427
+5.3% QoQ
Ownership
2.86%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#8
of 703 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $23,930,464,672 across 71 Capital Markets names. EVR ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,948,585 | $7,027,590,410 | |
| 2 | MS |
Morgan Stanley
|
27,346,327 | $5,716,476,195 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,293,274 | $3,441,050,391 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
22,597,737 | $2,266,101,065 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
10,641,906 | $926,271,497 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,502,575 | $423,245,325 | |
| 7 | EVR |
Evercore Inc.
This page
|
1,098,427 | $375,046,913 | |
| 8 | HUT |
Hut 8 Corp.
|
2,755,313 | $318,087,108 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,046,913 | 1,098,427 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $311,446,826 | 1,043,338 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $314,697,224 | 924,900 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $317,238,327 | 940,467 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $224,545,391 | 831,588 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $154,179,246 | 771,977 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $206,293,667 | 744,232 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $181,950,814 | 718,208 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $142,537,981 | 683,865 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $122,404,041 | 635,568 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $102,623,500 | 599,962 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $80,883,027 | 586,619 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $71,550,453 | 578,934 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $72,616,018 | 629,364 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $69,804,546 | 639,939 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $55,873,165 | 679,309 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $65,436,947 | 699,038 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $66,668,768 | 598,893 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $78,094,187 | 574,856 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $76,338,402 | 571,096 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $81,711,635 | 580,462 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $74,531,641 | 565,748 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $60,800,751 | 554,549 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $30,678,614 | 468,662 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $29,088,450 | 493,694 | 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. | ||||||