Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$110,881,615
+$64,383,011 QoQ
Shares Held
324,747
+108.5% QoQ
Ownership
0.844%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#25
of 707 holders
Holding Since
Jun 2025
5 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, 2026Capital International Investors holds $2,739,225,927 across 11 Capital Markets names. EVR ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
6,284,290 | $1,313,667,981 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
5,117,119 | $513,144,693 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,602,660 | $332,417,438 | |
| 4 | MRX |
Marex Group Ltd
|
3,264,364 | $198,962,985 | |
| 5 | EVR |
Evercore Inc.
This page
|
324,747 | $110,881,615 | |
| 6 | TW |
Tradeweb Markets Inc.
|
931,495 | $92,832,791 | |
| 7 | FUTU |
Futu Holdings Ltd
|
888,482 | $83,286,302 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
406,531 | $54,528,003 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,881,615 | 324,747 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $46,498,604 | 155,769 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $56,750,297 | 166,790 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $204,000,004 | 604,767 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $162,294,980 | 601,048 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||