Position in EVR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$173,187,738
-$107,300,750 QoQ
Shares Held
580,174
-29.6% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.01567116072074.ToString("F0")%
Shared 0.ToString("F0")%
None 7.98432883927925.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Boston Partners holds $3,952,101,638 across 16 Capital Markets names. EVR ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
4,131,498 | $1,242,878,542 | |
| 2 | GS |
Goldman Sachs Group Inc
|
913,460 | $772,778,023 | |
| 3 | MS |
Morgan Stanley
|
4,429,180 | $728,910,151 | |
| 4 | SCHW |
Schwab Charles Corp
|
5,486,614 | $515,631,982 | |
| 5 | SF |
Stifel Financial Corp
|
4,240,380 | $313,448,888 | |
| 6 | EVR |
Evercore Inc.
This page
|
580,174 | $173,187,738 | |
| 7 | BGC |
BGC Group, Inc.
|
7,285,941 | $71,256,502 | |
| 8 | SNEX |
StoneX Group Inc.
|
839,732 | $67,724,384 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||