Position in EVR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$46,498,604
-$10,251,693 QoQ
Shares Held
155,769
-6.6% QoQ
Ownership
0.403%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Capital International Investors holds $1,994,916,546 across 8 Capital Markets names. EVR ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,157,310 | $1,177,878,506 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,478,107 | $326,872,495 | |
| 3 | MRX |
Marex Group Ltd
|
3,488,093 | $155,499,185 | |
| 4 | FUTU |
Futu Holdings Ltd
|
945,785 | $129,345,556 | |
| 5 | TW |
Tradeweb Markets Inc.
|
929,461 | $109,360,381 | |
| 6 | EVR |
Evercore Inc.
This page
|
155,769 | $46,498,604 | |
| 7 | TIGR |
UP Fintech Holding Ltd
|
5,275,976 | $33,238,648 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
112,959 | $16,223,171 |
All Filings in EVR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||