Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$498,410,801
+$70,974,464 QoQ
Shares Held
1,669,662
+32.9% QoQ
Ownership
4.32%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.72932365951911.ToString("F0")%
Shared 0.ToString("F0")%
None 1.2706763404808876.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FMR LLC holds $17,105,197,406 across 47 Capital Markets names. EVR ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,730,023 | $3,740,679,882 | |
| 2 | SCHW |
Schwab Charles Corp
|
35,688,169 | $3,353,974,119 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,341,232 | $2,826,648,856 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
18,057,391 | $1,251,377,194 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
12,501,284 | $838,461,116 | |
| 6 | SF |
Stifel Financial Corp
|
8,136,211 | $601,428,715 | |
| 7 | EVR |
Evercore Inc.
This page
|
1,669,662 | $498,410,801 | |
| 8 | LAZ |
Lazard, Inc.
|
10,611,910 | $450,793,935 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $498,410,801 | 1,669,662 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $427,436,337 | 1,256,242 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $286,871,094 | 850,442 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $232,770,739 | 862,050 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,975,956 | 195,153 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $286,673,777 | 1,034,214 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $114,464,583 | 451,822 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,178,497 | 72,823 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,976,952 | 77,766 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $13,107,047 | 76,627 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $11,879,049 | 86,155 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,495,632 | 84,923 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,152,182 | 18,653 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $580,413 | 5,321 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $431,729 | 5,249 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $362,925 | 3,877 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,769,862 | 24,882 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $39,803 | 293 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $36,357 | 272 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $20,130 | 143 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $18,838 | 143 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,664 | 152 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $5,695 | 87 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,126 | 87 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $12,942 | 281 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||