Bridgewater Associates, LP

Position in EVR — Evercore Inc.

CIK 1350694 Westport, CT

Position in EVR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,333,759

-$15,662,888 QoQ

Shares Held

33,194

-63.3% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#131

of 707 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bridgewater Associates, LP holds $64,419,389 across 14 Capital Markets names. EVR ranks #2 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XP	XP Inc.	1,255,551	$20,415,259
2	EVR	Evercore Inc. This page	33,194	$11,333,759
3	VIRT	Virtu Financial, Inc.	160,819	$9,579,987
4	MS	Morgan Stanley	18,729	$3,915,110
5	IBKR	Interactive Brokers Group, Inc.	42,076	$3,662,295
6	SCHW	Schwab Charles Corp	28,728	$2,650,732
7	WULF	Terawulf Inc.	89,081	$2,200,300
8	HLI	Houlihan Lokey, Inc.	16,007	$2,147,018

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,333,759	33,194	-63.3%	Shares	Sole	2026-08-14
2026-03-31	$26,996,647	90,438	-16.6%	Shares	Sole	2026-05-15
2025-12-31	$36,891,606	108,425	+52.1%	Shares	Sole	2026-02-13
2025-09-30	$24,045,181	71,283	+1402.9%	Shares	Sole	2025-11-13
2025-06-30	$1,280,704	4,743	-89.5%	Shares	Sole	2025-08-13
2025-03-31	$9,044,519	45,286	+36.2%	Shares	Sole	2025-05-14
2024-12-31	$9,217,953	33,255	+34.3%	Shares	Sole	2025-02-13
2024-09-30	$6,273,458	24,763	+38.4%	Shares	Sole	2024-11-13
2024-06-30	$3,729,021	17,891	-75.7%	Shares	Sole	2024-08-14
2024-03-31	$14,157,098	73,509	-8.6%	Shares	Sole	2024-05-14
2023-12-31	$13,754,472	80,412	+35.5%	Shares	Sole	2024-02-14
2023-09-30	$8,183,729	59,354	+231.3%	Shares	Sole	2023-11-13
2023-06-30	$2,214,238	17,916	-71.5%	Shares	Sole	2023-08-11
2022-06-30	$5,885,915	62,877	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.