Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$63,156,156
+$10,727,950 QoQ
Shares Held
184,970
+5.3% QoQ
Ownership
0.481%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#41
of 706 holders
Holding Since
Dec 2022
15 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, 2026Quantinno Capital Management LP holds $948,857,787 across 32 Capital Markets names. EVR ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
253,503 | $256,385,329 | |
| 2 | MS |
Morgan Stanley
|
1,061,274 | $221,848,716 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
1,449,287 | $145,334,500 | |
| 4 | SCHW |
Schwab Charles Corp
|
904,375 | $83,446,681 | |
| 5 | EVR |
Evercore Inc.
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|
184,970 | $63,156,156 | |
| 6 | NMR |
Nomura Holdings Inc
|
3,230,633 | $28,364,957 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
238,494 | $20,758,517 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
390,494 | $19,516,890 |
All Filings in EVR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,156,156 | 184,970 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $52,428,206 | 175,633 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,611,229 | 113,479 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,637,490 | 111,578 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,402,671 | 94,077 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,501,682 | 37,561 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,334,244 | 19,244 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,455,743 | 17,588 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,822,975 | 13,544 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,375,597 | 12,335 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,957,154 | 11,442 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,336,470 | 9,693 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,032,100 | 8,351 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,012,344 | 8,774 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $501,222 | 4,595 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||