Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,550,983
+$9,754,543 QoQ
Shares Held
139,266
+10.0% QoQ
Ownership
0.362%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#46
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROYCE & ASSOCIATES LP holds $271,009,700 across 11 Capital Markets names. EVR ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRX |
Marex Group Ltd
|
1,111,339 | $67,736,112 | |
| 2 | EVR |
Evercore Inc.
This page
|
139,266 | $47,550,983 | |
| 3 | LAZ |
Lazard, Inc.
|
968,112 | $40,602,617 | |
| 4 | MC |
Moelis & Co
|
424,508 | $27,771,313 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,393,188 | $22,235,280 | |
| 6 | SNEX |
StoneX Group Inc.
|
264,010 | $20,856,829 | |
| 7 | OPY |
Oppenheimer Holdings Inc
|
170,076 | $17,949,821 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
452,813 | $16,826,531 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,550,983 | 139,266 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,796,440 | 126,617 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $32,646,307 | 95,948 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $41,602,687 | 123,333 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $39,445,871 | 146,085 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,830,424 | 34,200 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $20,387,324 | 73,550 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $25,568,086 | 100,924 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $22,506,479 | 107,981 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,339,211 | 121,186 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $17,956,657 | 104,979 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,111,517 | 87,841 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,270,880 | 99,287 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,613,573 | 100,655 | Shares | Sole | 2023-05-23 | |
| 2022-12-31 | $11,417,839 | 104,674 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $7,882,511 | 95,836 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,265,517 | 98,980 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,517,129 | 130,409 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $18,588,219 | 136,829 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $19,891,967 | 148,814 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $30,127,032 | 214,016 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $39,932,501 | 303,116 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $35,010,354 | 319,321 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $24,233,553 | 370,204 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,433,554 | 380,746 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $24,108,725 | 523,420 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||