UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in EVR — Evercore Inc.
CIK 861177
NEW YORK, NY
Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,472,832
+$4,415,003 QoQ
Shares Held
89,248
+2.2% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
of 707 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,121,746,996 across 38 Capital Markets names. EVR ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,346,727 | $2,373,409,281 | |
| 2 | MS |
Morgan Stanley
|
11,206,144 | $2,342,532,336 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,843,766 | $1,092,824,283 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,938,383 | $394,941,042 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,938,409 | $168,719,114 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
578,032 | $162,820,049 | |
| 7 | FUTU |
Futu Holdings Ltd
|
1,715,691 | $160,828,870 | |
| 8 | TW |
Tradeweb Markets Inc.
|
753,188 | $75,062,709 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,472,832 | 89,248 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $26,057,829 | 87,293 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $28,873,272 | 84,859 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $31,812,308 | 94,309 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,486,216 | 142,531 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,050,085 | 105,398 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $29,135,159 | 105,109 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $25,168,313 | 99,346 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $33,357,550 | 160,042 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $24,713,532 | 128,322 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $21,851,463 | 127,749 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $17,044,448 | 123,618 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,214,848 | 139,290 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,071,277 | 139,290 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,686,800 | 189,648 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,582,425 | 189,452 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,551,475 | 208,861 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $22,402,256 | 201,242 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $23,903,077 | 175,952 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,492,379 | 168,268 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,839,426 | 176,454 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $25,102,525 | 190,546 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $15,317,582 | 139,708 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $4,564,914 | 69,736 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,823,493 | 64,893 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,706,029 | 80,461 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||