SEI INVESTMENTS CO

Position in EVR — Evercore Inc.

CIK 350894 OAKS, PA

Position in EVR

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$22,209,740

+$1,306,482 QoQ

Shares Held

74,402

+21.1% QoQ

Ownership

0.192%

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 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

SEI INVESTMENTS CO holds $1,102,782,002 across 38 Capital Markets names. EVR ranks #12 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,410,293	$232,091,918
2	SCHW	Schwab Charles Corp	1,924,005	$180,817,989
3	GS	Goldman Sachs Group Inc	192,687	$163,011,273
4	HLI	Houlihan Lokey, Inc.	689,532	$99,030,585
5	LPLA	LPL Financial Holdings Inc.	126,774	$38,137,421
6	IBKR	Interactive Brokers Group, Inc.	564,427	$37,856,118
7	JEF	Jefferies Financial Group Inc.	860,887	$35,528,806
8	HOOD	Robinhood Markets, Inc.	491,340	$34,049,861

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,209,740	74,402	+21.1%	Shares	Sole	2026-05-13
2025-12-31	$20,903,258	61,435	-18.6%	Shares	Sole	2026-02-13
2025-09-30	$25,444,046	75,430	-3.1%	Shares	Defined	2025-11-13
2025-06-30	$21,024,026	77,861	+177.6%	Shares	Defined	2025-08-14
2025-03-31	$5,602,545	28,052	-21.9%	Shares	Sole	2025-05-14
2024-12-31	$9,953,336	35,908	-9.2%	Shares	Defined	2025-02-11
2024-09-30	$10,017,062	39,540	-7.8%	Shares	Defined	2024-11-12
2024-06-30	$8,936,852	42,877	-22.6%	Shares	Defined	2024-08-13
2024-03-31	$10,665,247	55,378	+2.9%	Shares	Defined	2024-05-07
2023-12-31	$9,205,909	53,820	+0.2%	Shares	Defined	2024-02-14
2023-09-30	$7,408,015	53,728	+4.5%	Shares	Sole	2023-11-14
2023-06-30	$6,352,525	51,400	+1.6%	Shares	Defined	2023-08-11
2023-03-31	$5,838,689	50,604	+34.7%	Shares	Defined	2023-05-12
2022-12-31	$4,096,498	37,555	-3.7%	Shares	Defined	2023-02-10
2022-09-30	$3,207,502	38,997	+11.5%	Shares	Defined	2022-11-14
2022-06-30	$3,272,885	34,963	-12.9%	Shares	Defined	2022-08-15
2022-03-31	$4,470,164	40,156	-47.4%	Shares	Defined	2022-05-13
2021-12-31	$10,370,380	76,337	-0.5%	Shares	Defined	2022-02-14
2021-09-30	$10,259,172	76,750	-31.1%	Shares	Defined	2021-11-12
2021-06-30	$15,674,879	111,351	+9.1%	Shares	Defined	2021-08-06
2021-03-31	$13,451,048	102,103	-24.0%	Shares	Sole	2021-05-12
2020-12-31	$14,734,957	134,394	-3.4%	Shares	Sole	2021-02-08
2020-09-30	$9,107,514	139,131	+0.0%	Shares	Defined	2020-12-04
2020-06-30	$8,197,303	139,126	+50.1%	Shares	Defined	2020-08-17
2020-03-31	$4,268,424	92,671	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.