Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,198,738
+$3,765,072 QoQ
Shares Held
91,374
-0.6% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#66
of 703 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LORD, ABBETT & CO. LLC holds $1,043,423,656 across 13 Capital Markets names. EVR ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,140,714 | $447,494,854 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,213,960 | $204,282,089 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
1,471,381 | $128,069,002 | |
| 4 | WULF |
Terawulf Inc.
|
2,291,387 | $56,597,258 | |
| 5 | SNEX |
StoneX Group Inc.
|
638,122 | $50,411,677 | |
| 6 | HUT |
Hut 8 Corp.
|
346,990 | $40,058,260 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
1,000,866 | $37,192,180 | |
| 8 | EVR |
Evercore Inc.
This page
|
91,374 | $31,198,738 |
All Filings in EVR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,198,738 | 91,374 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,433,666 | 91,902 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $129,941,814 | 381,901 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $119,447,710 | 354,108 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,926,006 | 129,346 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,679,199 | 123,569 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $209,283,439 | 755,018 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,827,246 | 922,978 | Shares | Other | 2024-12-13 | |
| 2024-06-30 | $133,112,151 | 638,642 | Shares | Other | 2024-10-07 | |
| 2024-03-31 | $71,723,596 | 372,416 | Shares | Other | 2024-10-07 | |
| 2023-12-31 | $1,103,785 | 6,453 | Shares | Other | 2024-10-07 | |
| 2023-09-30 | $836,379 | 6,066 | Shares | Other | 2024-10-07 | |
| 2023-06-30 | $727,573 | 5,887 | Shares | Other | 2024-10-07 | |
| 2023-03-31 | $608,513 | 5,274 | Shares | Other | 2024-10-07 | |
| 2022-12-31 | $17,513,884 | 160,560 | Shares | Sole | 2024-10-07 | |
| 2022-09-30 | $10,361,032 | 125,970 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,104,709 | 129,310 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $34,537,363 | 310,253 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $146,548,594 | 1,078,753 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $66,164,511 | 494,984 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $58,872,969 | 418,221 | Shares | Other | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||