Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$171,881,919
+$84,536,402 QoQ
Shares Held
503,403
+72.0% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#15
of 692 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Derivatives in EVR
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$537,318
PutShares
1,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. EVR ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,529,270 | $2,201,038,596 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,052,126 | $2,075,458,667 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,616,749 | $887,337,427 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,475,657 | $348,538,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,406,122 | $296,468,855 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
4,146,314 | $259,683,644 | |
| 7 | EVR |
Evercore Inc.
This page
|
503,403 | $171,881,919 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
540,254 | $152,178,744 |
All Filings in EVR
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,881,919 | 503,403 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $87,345,517 | 292,605 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $537,318 | 1,800 | Put | Defined | 2026-05-05 | |
| 2025-12-31 | $119,694,504 | 351,784 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $135,836,063 | 402,692 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $101,196 | 300 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $324,024 | 1,200 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $50,040,646 | 185,322 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $156,218,187 | 782,186 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $679,048 | 3,400 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $50,433,334 | 181,945 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,757,121 | 54,303 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,449,798 | 45,338 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,350,316 | 43,358 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,016,557 | 52,713 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,714,522 | 55,951 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $7,585,088 | 61,373 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,402,895 | 64,161 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,752,005 | 52,732 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,008,695 | 60,896 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $6,814,339 | 72,795 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $842,490 | 9,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $2,302,806 | 24,600 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $8,024,278 | 72,083 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,478,899 | 99,219 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,990,020 | 112,142 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,336,750 | 108,949 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $12,648,620 | 96,012 | Shares | Defined | 2021-05-12 | |
| 2021-03-31 | $948,528 | 7,200 | Call | Defined | 2021-05-12 | |
| 2020-12-31 | $910,012 | 8,300 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $9,974,498 | 90,975 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,893,625 | 90,034 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,025,954 | 51,357 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $712,732 | 15,474 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||