Position in EVR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,040,997
+$5,116,910 QoQ
Shares Held
40,337
+98.2% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Mariner, LLC holds $636,643,596 across 30 Capital Markets names. EVR ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,121,331 | $199,362,686 | |
| 2 | GS |
Goldman Sachs Group Inc
|
197,078 | $166,726,016 | |
| 3 | MS |
Morgan Stanley
|
896,855 | $147,595,426 | |
| 4 | SNEX |
StoneX Group Inc.
|
256,666 | $20,700,112 | |
| 5 | SF |
Stifel Financial Corp
|
228,651 | $16,901,881 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
79,144 | $13,057,176 | |
| 7 | EVR |
Evercore Inc.
This page
|
40,337 | $12,040,997 | |
| 8 | TW |
Tradeweb Markets Inc.
|
99,256 | $11,678,460 |
All Filings in EVR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,040,997 | 40,337 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,924,087 | 20,350 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,259,647 | 18,557 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,475,427 | 12,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,446,370 | 12,249 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,196,102 | 15,138 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,717,764 | 14,675 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,101,646 | 14,881 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,848,020 | 14,788 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $757,238 | 4,427 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $576,338 | 4,180 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $485,708 | 3,930 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $410,637 | 3,559 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $305,205 | 2,798 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||