Position in EVR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$209,820,682
+$36,632,944 QoQ
Shares Held
614,517
+5.9% QoQ
Ownership
1.60%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#12
of 706 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Boston Partners holds $3,984,429,559 across 15 Capital Markets names. EVR ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
4,250,828 | $1,197,373,229 | |
| 2 | MS |
Morgan Stanley
|
4,685,095 | $979,372,257 | |
| 3 | GS |
Goldman Sachs Group Inc
|
949,277 | $960,070,277 | |
| 4 | SF |
Stifel Financial Corp
|
4,403,821 | $307,254,589 | |
| 5 | EVR |
Evercore Inc.
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|
614,517 | $209,820,682 | |
| 6 | SCHW |
Schwab Charles Corp
|
998,920 | $92,170,346 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,087,760 | $85,933,000 | |
| 8 | BGC |
BGC Group, Inc.
|
7,226,432 | $77,250,557 |
All Filings in EVR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,820,682 | 614,517 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $173,187,738 | 580,174 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $280,488,488 | 824,360 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $421,303,571 | 1,248,973 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $464,478,681 | 1,720,164 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $307,374,470 | 1,539,027 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $406,119,937 | 1,465,132 | Shares | Other | 2025-02-11 | |
| 2024-09-30 | $375,998,866 | 1,484,167 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $349,133,171 | 1,675,062 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $329,235,684 | 1,709,516 | Shares | Other | 2024-05-28 | |
| 2023-12-31 | $283,684,371 | 1,658,488 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $205,870,419 | 1,493,113 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $183,915,636 | 1,488,111 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $45,790,282 | 396,865 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $41,385,278 | 379,403 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $31,594,526 | 384,128 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $36,614,239 | 391,136 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $60,010,049 | 539,077 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $76,142,429 | 560,489 | Shares | Other | 2022-02-04 | |
| 2021-09-30 | $75,594,393 | 565,530 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $74,845,155 | 531,684 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $70,486,826 | 535,045 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $59,743,162 | 544,903 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $38,400,994 | 586,633 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $35,725,551 | 606,340 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $28,315,521 | 614,753 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||