Position in EVR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$105,657,614
+$30,785,602 QoQ
Shares Held
353,950
+60.8% QoQ
Ownership
0.915%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 99.26543297075858.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7345670292414183.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRIMECAP MANAGEMENT CO/CA/ holds $3,110,843,826 across 8 Capital Markets names. EVR ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
23,441,915 | $2,203,071,171 | |
| 2 | MKTX |
Marketaxess Holdings Inc
|
3,347,125 | $552,208,682 | |
| 3 | GS |
Goldman Sachs Group Inc
|
153,630 | $129,969,443 | |
| 4 | EVR |
Evercore Inc.
This page
|
353,950 | $105,657,614 | |
| 5 | MS |
Morgan Stanley
|
432,388 | $71,158,093 | |
| 6 | TW |
Tradeweb Markets Inc.
|
328,082 | $38,602,128 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
290,700 | $5,363,415 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
16,000 | $4,813,280 |
All Filings in EVR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,657,614 | 353,950 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $74,872,012 | 220,050 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $75,677,742 | 224,350 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $62,299,014 | 230,720 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $50,355,403 | 252,130 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $83,897,097 | 302,670 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $88,800,736 | 350,520 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $126,006,356 | 604,550 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $114,870,305 | 596,450 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $112,359,324 | 656,880 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $90,570,614 | 656,880 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $81,678,159 | 660,880 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $71,683,286 | 621,280 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $63,144,230 | 578,880 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $44,184,700 | 537,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $40,982,458 | 437,800 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $45,785,916 | 411,300 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $12,280,840 | 90,400 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||