Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,149,537
+$10,026,227 QoQ
Shares Held
38,512
+268.1% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#111
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ensign Peak Advisors, Inc holds $1,092,794,785 across 27 Capital Markets names. EVR ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,808,366 | $378,020,828 | |
| 2 | GS |
Goldman Sachs Group Inc
|
319,513 | $323,145,862 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,277,340 | $210,130,161 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
512,637 | $51,407,238 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
515,965 | $44,909,593 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
86,043 | $24,236,592 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
395,780 | $19,781,084 | |
| 8 | EVR |
Evercore Inc.
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|
38,512 | $13,149,537 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,149,537 | 38,512 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,123,310 | 10,463 | Shares | Sole | 2026-08-18 | |
| 2025-12-31 | $2,129,284 | 6,258 | Shares | Sole | 2026-08-18 | |
| 2025-09-30 | $3,724,687 | 11,042 | Shares | Sole | 2026-08-18 | |
| 2025-06-30 | $7,959,379 | 29,477 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,810,653 | 29,094 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,767,316 | 24,414 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,353,700 | 29,027 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,186,619 | 29,682 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,971,590 | 20,622 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,676,123 | 33,184 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,763,797 | 41,803 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,300,955 | 59,074 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,980,951 | 60,504 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,080,410 | 92,413 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,967,132 | 133,339 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,243,648 | 109,429 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,285,646 | 83,414 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,520,376 | 62,719 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,134,650 | 45,894 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,956,008 | 49,414 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,850,441 | 44,409 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,037,383 | 36,824 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,176,708 | 48,529 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,523,347 | 178,604 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $14,116,192 | 306,474 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||