FRANKLIN RESOURCES INC

Position in EVR — Evercore Inc.

CIK 38777 San Mateo, CA

Back to EVR Full portfolio

Position in EVR

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

Position Value

$39,971,381

-$11,949,066 QoQ

Shares Held

133,903

-12.2% QoQ

Ownership

0.346%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in EVR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

FRANKLIN RESOURCES INC holds $7,144,819,300 across 37 Capital Markets names. EVR ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	31,825,622	$2,990,971,948
2	GS	Goldman Sachs Group Inc	2,264,457	$1,915,707,972
3	MS	Morgan Stanley	9,175,221	$1,509,966,113
4	TW	Tradeweb Markets Inc.	1,358,032	$159,786,043
5	HOOD	Robinhood Markets, Inc.	2,238,447	$155,124,373
6	LPLA	LPL Financial Holdings Inc.	402,014	$120,937,869
7	XP	XP Inc.	3,015,296	$57,411,233
8	EVR	Evercore Inc. This page	133,903	$39,971,381

All Filings in EVR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,971,381	133,903	-12.2%	Shares	Defined	2026-05-13
2025-12-31	$51,920,447	152,595	-0.9%	Shares	Defined	2026-02-11
2025-09-30	$51,959,757	154,037	+6.4%	Shares	Defined	2025-11-13
2025-06-30	$39,079,452	144,728	-4.3%	Shares	Defined	2025-08-12
2025-03-31	$30,209,445	151,259	-29.6%	Shares	Defined	2025-05-13
2024-12-31	$59,572,840	214,917	-3.8%	Shares	Defined	2025-02-12
2024-09-30	$56,588,301	223,369	-1.3%	Shares	Defined	2024-11-27
2024-06-30	$47,164,998	226,287	-1.2%	Shares	Defined	2024-08-14
2024-03-31	$44,103,107	229,000	-5.4%	Shares	Defined	2024-05-13
2023-12-31	$41,404,190	242,059	-27.1%	Shares	Defined	2024-02-09
2023-09-30	$45,799,735	332,171	-3.4%	Shares	Defined	2023-11-13
2023-06-30	$42,481,342	343,728	+4.8%	Shares	Defined	2023-08-11
2023-03-31	$37,836,677	327,931	-4.7%	Shares	Defined	2023-05-12
2022-12-31	$37,536,062	344,115	-0.8%	Shares	Defined	2023-02-10
2022-09-30	$28,538,774	346,976	-0.2%	Shares	Defined	2022-11-14
2022-06-30	$32,559,521	347,821	-2.9%	Shares	Defined	2022-08-11
2022-03-31	$39,892,967	358,363	-6.5%	Shares	Defined	2022-05-13
2021-12-31	$52,055,952	383,187	+7.6%	Shares	Defined	2022-02-11
2021-09-30	$47,605,098	356,139	+0.8%	Shares	Defined	2021-11-12
2021-06-30	$49,759,660	353,482	+0.2%	Shares	Defined	2021-08-13
2021-03-31	$46,453,631	352,616	-5.1%	Shares	Defined	2021-05-13
2020-12-31	$40,737,289	371,555	+5.1%	Shares	Defined	2021-02-10
2020-09-30	$23,149,011	353,636	+19.8%	Shares	Defined	2020-11-12
2020-06-30	$17,385,759	295,074	+32.7%	Shares	Defined	2020-08-13
2020-03-31	$10,240,611	222,332	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.