Bank of New York Mellon Corp

Bank

Position in EVR — Evercore Inc.

CIK 1390777 NEW YORK, NY

Position in EVR

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$95,295,430

-$13,619,611 QoQ

Shares Held

319,237

-0.3% QoQ

Ownership

0.825%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 93.95527460789319.ToString("F0")% Shared 0.009710653840250346.ToString("F0")% None 6.035014738266555.ToString("F0")%

Financial Services · as of Mar 31, 2026

Bank of New York Mellon Corp holds $6,723,744,744 across 48 Capital Markets names. EVR ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,632,139	$2,226,763,259
2	MS	Morgan Stanley	9,794,288	$1,611,845,965
3	SCHW	Schwab Charles Corp	16,162,082	$1,518,912,454
4	HOOD	Robinhood Markets, Inc.	3,733,284	$258,716,573
5	IBKR	Interactive Brokers Group, Inc.	2,282,311	$153,074,588
6	LPLA	LPL Financial Holdings Inc.	383,839	$115,470,277
7	SF	Stifel Financial Corp	1,367,474	$101,083,672
8	EVR	Evercore Inc. This page	319,237	$95,295,430

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$95,295,430	319,237	-0.3%	Shares	Other	2026-05-05
2025-12-31	$108,915,041	320,103	-10.3%	Shares	Defined	2026-02-10
2025-09-30	$120,379,044	356,869	-0.2%	Shares	Defined	2025-11-03
2025-06-30	$96,582,368	357,686	-5.7%	Shares	Defined	2025-08-05
2025-03-31	$75,760,978	379,336	+2.7%	Shares	Defined	2025-04-29
2024-12-31	$102,351,570	369,247	-1.8%	Shares	Defined	2025-02-04
2024-09-30	$95,263,942	376,032	-8.7%	Shares	Defined	2024-11-12
2024-06-30	$85,872,735	411,998	-2.7%	Shares	Other	2024-07-25
2024-03-31	$81,542,022	423,397	-11.7%	Shares	Defined	2024-04-25
2023-12-31	$82,043,099	479,644	-5.6%	Shares	Defined	2024-01-29
2023-09-30	$70,049,651	508,048	-2.1%	Shares	Defined	2023-10-24
2023-06-30	$64,121,946	518,828	+0.7%	Shares	Other	2023-08-03
2023-03-31	$59,448,270	515,239	+0.4%	Shares	Other	2023-05-09
2022-12-31	$56,001,449	513,398	+1.1%	Shares	Other	2023-02-14
2022-09-30	$41,786,617	508,044	-6.1%	Shares	Other	2022-11-14
2022-06-30	$50,637,762	540,944	-3.5%	Shares	Other	2022-08-15
2022-03-31	$62,401,643	560,561	-6.1%	Shares	Defined	2022-05-11
2021-12-31	$81,057,614	596,670	-2.1%	Shares	Other	2022-02-11
2021-09-30	$81,508,216	609,772	+1.4%	Shares	Defined	2021-11-18
2021-06-30	$84,693,983	601,648	-2.9%	Shares	Defined	2021-08-11
2021-03-31	$81,666,674	619,908	+6.9%	Shares	Defined	2021-05-13
2020-09-30	$37,946,631	579,692	-2.8%	Shares	Defined	2020-11-12
2020-06-30	$35,151,136	596,591	-4.5%	Shares	Other	2020-08-12
2020-03-31	$28,773,033	624,686	—	Shares	Defined	2020-05-06
No filing history on record for this holder in this stock.