Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,035,632
+$9,383,729 QoQ
Shares Held
43,669
+306.9% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 89%
Shared 4%
None 7%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $562,985,352 across 33 Capital Markets names. EVR ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,685,994 | $277,464,031 | |
| 2 | GS |
Goldman Sachs Group Inc
|
169,542 | $143,430,835 | |
| 3 | SCHW |
Schwab Charles Corp
|
805,140 | $75,667,057 | |
| 4 | EVR |
Evercore Inc.
This page
|
43,669 | $13,035,632 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
32,562 | $9,795,625 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
118,302 | $7,934,514 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
79,474 | $5,507,547 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
33,604 | $4,826,206 |
All Filings in EVR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,035,632 | 43,669 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,651,903 | 10,733 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $3,255,811 | 9,652 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,388,596 | 8,846 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $1,864,585 | 9,336 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,489,442 | 8,981 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $2,260,552 | 8,923 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,888,583 | 9,061 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,583,860 | 8,224 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,723,841 | 10,078 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $762,338 | 5,529 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $542,930 | 4,393 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $591,553 | 5,127 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $457,917 | 4,198 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||