Position in EVR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$163,741,687
-$17,263,144 QoQ
Shares Held
548,530
+3.1% QoQ
Ownership
1.42%
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 86.05199350992653.ToString("F0")%
Shared 9.217180464149637.ToString("F0")%
None 4.730826025923833.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,536,430,534 across 34 Capital Markets names. EVR ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,840,675 | $1,557,192,641 | |
| 2 | MS |
Morgan Stanley
|
7,235,756 | $1,190,788,362 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,742,934 | $539,720,934 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
816,367 | $245,587,682 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,221,865 | $223,275,242 | |
| 6 | SF |
Stifel Financial Corp
|
2,616,616 | $193,420,252 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,107,795 | $169,993,665 | |
| 8 | EVR |
Evercore Inc.
This page
|
548,530 | $163,741,687 |
All Filings in EVR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,741,687 | 548,530 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $181,004,831 | 531,976 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $176,855,862 | 524,297 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $169,238,003 | 626,761 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $112,035,728 | 560,964 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $131,941,882 | 475,998 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $149,945,356 | 591,874 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $166,316,925 | 797,951 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $160,356,596 | 832,632 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $146,904,067 | 858,837 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $123,868,908 | 898,382 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $109,218,705 | 883,718 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $102,379,094 | 887,321 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $94,842,658 | 869,478 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $71,216,160 | 865,850 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $80,980,792 | 865,087 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $96,797,749 | 869,545 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $117,982,464 | 868,476 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $120,073,755 | 898,285 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $125,191,547 | 889,334 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $124,602,063 | 945,818 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $105,062,968 | 958,254 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $62,607,973 | 956,431 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $56,771,717 | 963,539 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $41,600,747 | 903,186 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||