Position in EVR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$13,895,924
+$860,292 QoQ
Shares Held
40,698
-6.8% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#111
of 707 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 5%
Shared 5%
None 90%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $602,142,358 across 35 Capital Markets names. EVR ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,528,373 | $319,491,091 | |
| 2 | GS |
Goldman Sachs Group Inc
|
134,486 | $136,015,105 | |
| 3 | SCHW |
Schwab Charles Corp
|
682,541 | $62,978,057 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
270,820 | $23,572,172 | |
| 5 | EVR |
Evercore Inc.
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|
40,698 | $13,895,924 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
30,811 | $8,678,842 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
64,547 | $6,472,772 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
31,871 | $4,274,857 |
All Filings in EVR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,895,924 | 40,698 | Shares | Other | 2026-08-27 | |
| 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. | ||||||