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Equibles

NEUBERGER BERMAN GROUP LLC

Position in EVR — Evercore Inc.

CIK 1465109 NEW YORK, NY
Back to EVR Full portfolio

Position in EVR

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$40,560,339
+$18,131,791 QoQ
Shares Held
118,792
+58.1% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#51
of 707 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in EVR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

NEUBERGER BERMAN GROUP LLC holds $2,323,492,367 across 34 Capital Markets names. EVR ranks #9 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
 2,597,715 $543,026,342
2 IBKR
Interactive Brokers Group, Inc.
 4,601,941 $400,552,944
3 GS
Goldman Sachs Group Inc
 368,372 $372,560,389
4 HOOD
Robinhood Markets, Inc.
 2,880,809 $288,887,526
5 SCHW
Schwab Charles Corp
 2,557,515 $235,981,908
6 MKTX
Marketaxess Holdings Inc
 1,229,929 $139,584,641
7 HLI
Houlihan Lokey, Inc.
 992,787 $133,162,520
8 TW
Tradeweb Markets Inc.
 455,906 $45,435,591

All Filings in EVR

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,560,339 118,792
2026-03-31 $22,428,548 75,135
2025-12-31 $61,348,435 180,304
2025-09-30 $21,785,811 64,585
2025-06-30 $1,507,521 5,583
2025-03-31 $1,512,879 7,575
2024-12-31 $62,867,799 226,804
2024-09-30 $45,523,170 179,692
2024-06-30 $47,846,147 229,555
2024-03-31 $30,999,478 160,961
2023-12-31 $14,821,994 86,653
2023-03-31 $10,812,028 93,708
2022-09-30 $324,969 3,951
2022-06-30 $643,755 6,877
2022-03-31 $827,218 7,431
2021-12-31 $1,087,479 8,005
2021-09-30 $725,694 5,429
2021-06-30 $518,877 3,686
2021-03-31 $556,732 4,226
2020-12-31 $402,377 3,670
2020-09-30 $238,274 3,640
2020-06-30 $217,473 3,691