Position in EVR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$103,397,586
+$8,102,156 QoQ
Shares Held
302,828
-5.1% QoQ
Ownership
0.787%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#28
of 706 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $7,289,362,281 across 49 Capital Markets names. EVR ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,531,247 | $2,560,027,262 | |
| 2 | MS |
Morgan Stanley
|
9,759,983 | $2,040,226,836 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,489,297 | $967,847,425 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,786,353 | $379,695,469 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,420,031 | $210,639,490 | |
| 6 | EVR |
Evercore Inc.
This page
|
302,828 | $103,397,586 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
350,265 | $98,662,638 | |
| 8 | SF |
Stifel Financial Corp
|
1,336,318 | $93,234,900 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,397,586 | 302,828 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $95,295,430 | 319,237 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $108,915,041 | 320,103 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $120,379,044 | 356,869 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $96,582,368 | 357,686 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $75,760,978 | 379,336 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $102,351,570 | 369,247 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $95,263,942 | 376,032 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $85,872,735 | 411,998 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $81,542,022 | 423,397 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $82,043,099 | 479,644 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $70,049,651 | 508,048 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $64,121,946 | 518,828 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $59,448,270 | 515,239 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $56,001,449 | 513,398 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $41,786,617 | 508,044 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $50,637,762 | 540,944 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $62,401,643 | 560,561 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $81,057,614 | 596,670 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $81,508,216 | 609,772 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $84,693,983 | 601,648 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $81,666,674 | 619,908 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $67,478,261 | 615,453 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $37,946,631 | 579,692 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $35,151,136 | 596,591 | 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. | ||||||