Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$186,049,041
-$471,100,958 QoQ
Shares Held
623,259
-67.7% QoQ
Ownership
1.61%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 84.04194724825473.ToString("F0")%
None 15.95805275174526.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $4,293,853,889 across 25 Capital Markets names. EVR ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,061,445 | $897,971,851 | |
| 2 | TW |
Tradeweb Markets Inc.
|
7,504,175 | $882,941,228 | |
| 3 | MS |
Morgan Stanley
|
4,657,771 | $766,529,370 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,774,792 | $655,595,294 | |
| 5 | SF |
Stifel Financial Corp
|
3,698,168 | $273,368,576 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
1,361,410 | $195,525,700 | |
| 7 | EVR |
Evercore Inc.
This page
|
623,259 | $186,049,041 | |
| 8 | PWP |
Perella Weinberg Partners
|
3,925,854 | $71,293,506 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $186,049,041 | 623,259 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $657,149,999 | 1,931,374 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $682,573,763 | 2,023,520 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $152,187,861 | 563,617 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,867,917 | 169,577 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $237,140,755 | 855,517 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $346,601,797 | 1,368,129 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $164,285,567 | 788,205 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $88,976,578 | 462,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $28,436,205 | 166,245 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $22,197,576 | 160,992 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $38,943,332 | 315,101 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $34,480,389 | 298,842 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,341,219 | 204,815 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $25,310,216 | 307,723 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,587,374 | 390,849 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $30,951,633 | 278,042 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,926,979 | 183,489 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $26,692,160 | 199,687 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $49,297,653 | 350,200 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $53,695,905 | 407,590 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $75,671,662 | 690,183 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $27,733,437 | 423,670 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $17,427,474 | 295,782 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,056,302 | 392,017 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||