MORGAN STANLEY

Position in EVR — Evercore Inc.

CIK 895421 NEW YORK, NY

Back to EVR Full portfolio

Position in EVR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$274,181,434

+$208,667 QoQ

Shares Held

803,015

-12.5% QoQ

Ownership

2.09%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

of 707 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Common Shares in EVR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. EVR ranks #10 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,030,974	$7,110,916,164
2	SCHW	Schwab Charles Corp	22,793,553	$2,103,161,122
3	MS	Morgan Stanley	6,085,858	$1,272,187,752
4	HOOD	Robinhood Markets, Inc.	10,105,436	$1,013,373,115
5	CRCL	Circle Internet Group, Inc.	8,315,961	$520,828,628
6	IBKR	Interactive Brokers Group, Inc.	5,146,242	$447,928,898
7	HUT	Hut 8 Corp.	3,320,981	$383,390,646
8	IREN	IREN Ltd	7,257,285	$331,875,639

All Filings in EVR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,181,434	803,015	-12.5%	Shares	Defined	2026-08-13
2026-03-31	$273,972,767	917,801	+33.7%	Shares	Defined	2026-05-15
2025-12-31	$233,616,666	686,603	+10.7%	Shares	Defined	2026-05-27
2025-09-30	$209,164,031	620,076	-2.7%	Shares	Defined	2026-05-27
2025-06-30	$172,156,916	637,571	-10.1%	Shares	Defined	2025-08-15
2025-03-31	$141,671,976	709,353	+36.7%	Shares	Defined	2025-05-15
2024-12-31	$143,811,154	518,818	-3.9%	Shares	Defined	2025-05-15
2024-09-30	$136,801,568	539,992	-2.1%	Shares	Defined	2025-05-14
2024-06-30	$114,957,686	551,541	-6.9%	Shares	Defined	2025-05-14
2024-03-31	$114,069,897	592,294	-10.2%	Shares	Defined	2024-10-17
2023-12-31	$112,831,759	659,642	-5.7%	Shares	Defined	2024-08-16
2023-09-30	$96,496,141	699,856	+3.5%	Shares	Defined	2023-11-15
2023-06-30	$83,533,116	675,889	-3.1%	Shares	Defined	2023-08-14
2023-03-31	$80,467,276	697,411	-2.5%	Shares	Defined	2023-05-15
2022-12-31	$78,062,660	715,646	+12.6%	Shares	Defined	2023-02-14
2022-09-30	$52,254,572	635,314	+10.3%	Shares	Defined	2022-11-14
2022-06-30	$53,927,969	576,092	-19.1%	Shares	Defined	2022-10-27
2022-03-31	$79,292,564	712,294	-7.5%	Shares	Defined	2022-10-27
2021-12-31	$104,595,123	769,931	+2.0%	Shares	Defined	2022-02-14
2021-09-30	$100,852,543	754,489	-9.6%	Shares	Defined	2021-11-15
2021-06-30	$117,477,770	834,537	+13.5%	Shares	Defined	2021-08-23
2021-03-31	$96,823,364	734,958	+73.3%	Shares	Defined	2021-05-17
2020-12-31	$46,509,725	424,204	+315.1%	Shares	Defined	2021-02-16
2020-09-30	$6,689,552	102,193	-67.3%	Shares	Defined	2020-11-13
2020-06-30	$18,386,986	312,067	+286.6%	Shares	Defined	2020-08-14
2020-03-31	$3,717,824	80,717	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.