Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$217,655,708
+$197,011,354 QoQ
Shares Held
637,464
+821.8% QoQ
Ownership
1.66%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#10
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Derivatives in EVR
reported options exposure · as of Jun 30, 2026CallValue
$1,707,200
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $1,519,054,005 across 49 Capital Markets names. EVR ranks #1 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
637,464 | $217,655,708 | |
| 2 | TW |
Tradeweb Markets Inc.
|
1,428,050 | $142,319,463 | |
| 3 | SF |
Stifel Financial Corp
|
1,972,193 | $137,599,905 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,245,409 | $114,913,888 | |
| 5 | MS |
Morgan Stanley
|
529,314 | $110,647,798 | |
| 6 | GS |
Goldman Sachs Group Inc
|
105,795 | $106,997,889 | |
| 7 | WULF |
Terawulf Inc.
|
3,511,404 | $86,731,678 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
772,059 | $67,200,015 |
All Filings in EVR
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,655,708 | 637,464 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,707,200 | 5,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $20,644,354 | 69,158 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $716,424 | 2,400 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $1,313,444 | 4,400 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $182,593,801 | 536,646 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,292,950 | 3,800 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $82,667,349 | 245,071 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $336,649,865 | 1,246,759 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $19,981,480 | 74,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $18,973,400 | 95,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $121,806,831 | 609,888 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,389,893 | 66,344 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $98,994,631 | 390,758 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $138,725,171 | 665,572 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $143,520,379 | 745,212 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $227,026,283 | 1,327,251 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $142,782,047 | 1,035,553 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,405,674 | 140,834 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $96,708,977 | 838,178 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $104,819,226 | 960,939 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $53,338,055 | 648,487 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,126,924 | 503,439 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $57,781,536 | 519,058 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $116,628,719 | 858,511 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $96,583,525 | 722,552 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $51,869,521 | 368,470 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $69,607,595 | 528,371 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $19,400,249 | 176,945 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $6,578,400 | 60,000 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $2,682,485 | 40,979 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,076,233 | 221,932 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,473,715 | 97,128 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||