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Equibles

Advisors Capital Management, LLC

Position in EVR — Evercore Inc.

CIK 1345576 RIDGEWOOD, NJ
Back to EVR Full portfolio

Position in EVR

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$7,133,023
+$672,969 QoQ
Shares Held
20,891
-3.5% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#165
of 707 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 67% Shared 0% None 33%

Common Shares in EVR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Advisors Capital Management, LLC holds $49,141,744 across 7 Capital Markets names. EVR ranks #4 (14.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SCHW
Schwab Charles Corp
 132,224 $12,200,308
2 VIRT
Virtu Financial, Inc.
 185,344 $11,040,942
3 PJT
PJT Partners Inc.
 58,726 $8,864,102
4 EVR
Evercore Inc.
This page 		20,891 $7,133,023
5 TW
Tradeweb Markets Inc.
 44,940 $4,478,720
6 MS
Morgan Stanley
 15,137 $3,164,238
7 GS
Goldman Sachs Group Inc
 2,235 $2,260,411

All Filings in EVR

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,133,023 20,891
2026-03-31 $6,460,054 21,641
2025-12-31 $7,473,591 21,965
2025-09-30 $7,469,614 22,144
2025-06-30 $5,835,132 21,610
2025-03-31 $4,031,947 20,188
2024-12-31 $4,754,640 17,153
2024-09-30 $4,120,575 16,265
2024-06-30 $3,422,212 16,419
2024-03-31 $3,188,905 16,558
2023-12-31 $2,597,394 15,185
2023-09-30 $2,061,581 14,952
2023-06-30 $1,856,198 15,019
2023-03-31 $1,731,392 15,006
2022-12-31 $1,905,191 17,466
2022-09-30 $1,418,154 17,242
2022-06-30 $1,268,134 13,547
2022-03-31 $1,473,320 13,235
2021-12-31 $1,634,954 12,035
2021-09-30 $986,350 7,379
2021-06-30 $830,683 5,901
2021-03-31 $632,615 4,802