Position in EVR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$144,727,880
+$17,945,012 QoQ
Shares Held
423,875
-0.2% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#16
of 706 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fisher Asset Management, LLC holds $15,222,784,809 across 15 Capital Markets names. EVR ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,964,113 | $7,043,294,964 | |
| 2 | MS |
Morgan Stanley
|
26,172,995 | $5,471,202,874 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,952,062 | $2,025,516,760 | |
| 4 | EVR |
Evercore Inc.
This page
|
423,875 | $144,727,880 | |
| 5 | NMR |
Nomura Holdings Inc
|
13,163,419 | $115,574,818 | |
| 6 | SF |
Stifel Financial Corp
|
1,652,113 | $115,267,924 | |
| 7 | LAZ |
Lazard, Inc.
|
2,148,377 | $90,102,931 | |
| 8 | PIPR |
Piper Sandler Companies
|
1,061,539 | $76,791,731 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,727,880 | 423,875 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $126,782,868 | 424,719 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $108,813,651 | 319,805 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $109,689,380 | 325,179 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $86,345,105 | 319,773 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $70,944,338 | 355,219 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $88,497,619 | 319,267 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $81,126,561 | 320,228 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $62,915,220 | 301,853 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $59,269,379 | 307,749 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $52,266,722 | 305,564 | Shares | Defined | 2024-03-05 | |
| 2023-09-30 | $49,811,356 | 361,266 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $47,269,343 | 382,469 | Shares | Sole | 2023-12-12 | |
| 2023-03-31 | $41,067,203 | 355,930 | Shares | Sole | 2023-12-12 | |
| 2022-12-31 | $40,548,853 | 371,735 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $4,792,872 | 58,272 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,846,506 | 62,456 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,934,902 | 62,297 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $8,154,260 | 60,024 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,059,929 | 45,335 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $6,754,989 | 47,986 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,994,433 | 45,502 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,402,046 | 40,150 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $827,938 | 12,648 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $746,045 | 12,662 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $581,829 | 12,632 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||