Position in EVR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$126,782,868
+$17,969,217 QoQ
Shares Held
424,719
+32.8% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 46.88558788281193.ToString("F0")%
Shared 0.ToString("F0")%
None 53.11441211718807.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Fisher Asset Management, LLC holds $12,753,367,663 across 14 Capital Markets names. EVR ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,827,310 | $5,775,835,986 | |
| 2 | MS |
Morgan Stanley
|
25,600,068 | $4,213,003,190 | |
| 3 | SCHW |
Schwab Charles Corp
|
22,218,091 | $2,088,056,192 | |
| 4 | EVR |
Evercore Inc.
This page
|
424,719 | $126,782,868 | |
| 5 | SF |
Stifel Financial Corp
|
1,687,811 | $124,762,989 | |
| 6 | NMR |
Nomura Holdings Inc
|
13,091,620 | $103,292,881 | |
| 7 | LAZ |
Lazard, Inc.
|
2,170,845 | $92,217,495 | |
| 8 | XP |
XP Inc.
|
4,400,848 | $83,792,145 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||