Position in EVR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$38,171,070
+$6,509,107 QoQ
Shares Held
127,872
+37.4% QoQ
Ownership
0.331%
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 0%
Shared 63%
None 37%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $2,806,684,921 across 34 Capital Markets names. EVR ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
3,666,780 | $1,103,077,424 | |
| 2 | MS |
Morgan Stanley
|
3,922,709 | $645,560,217 | |
| 3 | GS |
Goldman Sachs Group Inc
|
671,586 | $568,155,038 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,074,704 | $194,980,680 | |
| 5 | LAZ |
Lazard, Inc.
|
1,431,358 | $60,804,087 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
713,962 | $49,477,566 | |
| 7 | EVR |
Evercore Inc.
This page
|
127,872 | $38,171,070 | |
| 8 | PIPR |
Piper Sandler Companies
|
482,175 | $36,910,495 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,171,070 | 127,872 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $31,661,963 | 93,055 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $23,563,825 | 69,856 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,101,370 | 48,520 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,188,529 | 15,965 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,619,371 | 16,665 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,221,911 | 16,665 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,640,229 | 17,465 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,398,442 | 17,646 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,018,005 | 17,644 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,436,339 | 17,670 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,183,958 | 17,671 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,038,879 | 17,671 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,436,146 | 13,166 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,178,477 | 14,328 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $1,337,780 | 14,291 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,045,404 | 9,391 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,341,790 | 9,877 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $797,207 | 5,964 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $31,960,280 | 227,039 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $38,179,174 | 289,807 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $40,803,732 | 372,161 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $35,201,835 | 537,761 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $18,664,441 | 316,776 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $15,563,535 | 337,897 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||