Position in EVR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,165,083
-$230,281 QoQ
Shares Held
3,903
-4.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026First Eagle Investment Management, LLC holds $17,320,854 across 6 Capital Markets names. EVR ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWP |
Perella Weinberg Partners
|
615,057 | $11,169,434 | |
| 2 | MC |
Moelis & Co
|
75,101 | $4,280,757 | |
| 3 | EVR |
Evercore Inc.
This page
|
3,903 | $1,165,083 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
4,875 | $700,147 | |
| 5 | MKTX |
Marketaxess Holdings Inc
|
22 | $3,629 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
6 | $1,804 |
All Filings in EVR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,165,083 | 3,903 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,395,364 | 4,101 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,379,638 | 4,090 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,442,446 | 5,342 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $967,243 | 4,843 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,647,523 | 42,020 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,754,319 | 70,081 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,752,883 | 70,781 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,341,359 | 64,081 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,824,214 | 63,281 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,331,260 | 60,424 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,402,051 | 59,892 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,448,476 | 29,888 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $8,892 | 95 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,357,868 | 21,181 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||