Morningstar Investment Management LLC

Position in EVR — Evercore Inc.

CIK 1673385 CHICAGO, IL

Position in EVR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$855,648

+$107,582 QoQ

Shares Held

2,506

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#355

of 703 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Morningstar Investment Management LLC holds $13,422,216 across 5 Capital Markets names. EVR ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	102,422	$9,450,477
2	LPLA	LPL Financial Holdings Inc.	7,849	$2,210,906
3	EVR	Evercore Inc. This page	2,506	$855,648
4	SF	Stifel Financial Corp	10,368	$723,375
5	MKTX	Marketaxess Holdings Inc	1,602	$181,810

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$855,648	2,506	0.0%	Shares	Sole	2026-07-21
2026-03-31	$748,066	2,506	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.