Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$58,092,599
+$6,410,671 QoQ
Shares Held
170,140
-1.7% QoQ
Ownership
0.442%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#43
of 706 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, 2026Rockefeller Capital Management L.P. holds $538,092,195 across 42 Capital Markets names. EVR ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
206,151 | $208,494,934 | |
| 2 | MS |
Morgan Stanley
|
427,632 | $89,392,191 | |
| 3 | EVR |
Evercore Inc.
This page
|
170,140 | $58,092,599 | |
| 4 | SNEX |
StoneX Group Inc.
|
718,330 | $56,748,108 | |
| 5 | SCHW |
Schwab Charles Corp
|
319,236 | $29,455,903 | |
| 6 | PJT |
PJT Partners Inc.
|
130,859 | $19,751,854 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
287,407 | $18,000,299 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
141,159 | $14,155,423 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,092,599 | 170,140 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $51,681,928 | 173,133 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $59,575,052 | 175,092 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $34,085,848 | 101,049 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,098,010 | 104,059 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $21,065,266 | 105,474 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $25,488,452 | 91,953 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $24,067,046 | 94,999 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,285,032 | 97,323 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $18,320,316 | 95,126 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $16,978,080 | 99,258 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,811,947 | 92,921 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,223,916 | 98,907 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,108,784 | 104,947 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $12,251,865 | 112,320 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $9,583,193 | 116,513 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $203,507 | 2,174 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $78,703 | 707 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $72,272 | 532 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $129,926 | 972 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $199,752 | 1,419 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $74,433 | 565 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $17,432 | 159 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,236 | 80 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,004 | 51 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $21,740 | 472 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||