Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$120,637,578
+$14,020,554 QoQ
Shares Held
353,320
-1.1% QoQ
Ownership
0.919%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#21
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NORTHERN TRUST CORP holds $9,804,329,293 across 60 Capital Markets names. EVR ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,052,734 | $3,087,443,582 | |
| 2 | MS |
Morgan Stanley
|
12,514,426 | $2,616,015,606 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,952,492 | $1,471,936,432 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,470,972 | $648,909,068 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,605,708 | $313,840,819 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
508,634 | $143,272,021 | |
| 7 | EVR |
Evercore Inc.
This page
|
353,320 | $120,637,578 | |
| 8 | SF |
Stifel Financial Corp
|
1,534,041 | $107,030,038 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,637,578 | 353,320 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $106,617,024 | 357,164 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $109,028,007 | 320,435 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $112,487,446 | 333,474 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $85,763,481 | 317,619 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $58,935,971 | 295,093 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $83,576,662 | 301,514 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $67,984,294 | 268,352 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $58,771,840 | 281,974 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $46,762,004 | 242,806 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $46,858,975 | 273,949 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $37,449,999 | 271,613 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $34,464,182 | 278,859 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $33,985,061 | 294,549 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $31,979,855 | 293,178 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $25,721,547 | 312,724 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,208,541 | 333,389 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $43,976,740 | 395,048 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $58,385,610 | 429,780 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $57,302,054 | 428,683 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $62,532,002 | 444,214 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $59,958,428 | 455,127 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $46,629,341 | 425,295 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $27,628,897 | 422,073 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $25,151,826 | 426,881 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $14,771,025 | 320,691 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||