NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
Position in EVR — Evercore Inc.
CIK 1629649
MILWAUKEE, WI
Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,970,869
+$384,579 QoQ
Shares Held
8,701
+0.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#238
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, 2026NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC holds $35,075,732 across 9 Capital Markets names. EVR ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,458 | $9,565,537 | |
| 2 | MS |
Morgan Stanley
|
38,433 | $8,034,034 | |
| 3 | SCHW |
Schwab Charles Corp
|
52,415 | $4,836,332 | |
| 4 | EVR |
Evercore Inc.
This page
|
8,701 | $2,970,869 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
25,366 | $2,543,702 | |
| 6 | SF |
Stifel Financial Corp
|
34,507 | $2,407,553 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
36,788 | $1,838,664 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
12,196 | $1,635,849 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,970,869 | 8,701 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,586,290 | 8,664 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,944,183 | 8,653 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,902,301 | 8,604 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,167,450 | 8,027 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,572,195 | 7,872 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,180,930 | 7,868 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,003,919 | 7,910 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,648,472 | 7,909 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,488,720 | 7,730 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,318,966 | 7,711 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,065,812 | 7,730 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $969,069 | 7,841 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $914,732 | 7,928 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $360,727 | 3,307 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $427,864 | 5,202 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $636,079 | 6,795 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $721,464 | 6,481 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $878,677 | 6,468 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $875,672 | 6,551 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $960,051 | 6,820 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $923,497 | 7,010 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,531,780 | 13,971 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $923,313 | 14,105 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $831,066 | 14,105 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $625,172 | 13,573 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||