Invesco Ltd.

Position in EVR — Evercore Inc.

CIK 914208 Atlanta, GA

Back to EVR Full portfolio

Position in EVR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$425,283,013

-$31,953,779 QoQ

Shares Held

1,424,686

+6.0% QoQ

Ownership

3.68%

of shares outstanding

% of Portfolio

0.07%

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 97.0186413006094.ToString("F0")% None 2.9813586993906025.ToString("F0")%

Common Shares in EVR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Invesco Ltd. holds $8,031,272,799 across 49 Capital Markets names. EVR ranks #6 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,633,486	$2,227,902,810
2	SCHW	Schwab Charles Corp	16,956,980	$1,593,616,969
3	MS	Morgan Stanley	7,846,458	$1,291,291,585
4	IBKR	Interactive Brokers Group, Inc.	9,647,168	$647,035,553
5	HOOD	Robinhood Markets, Inc.	7,392,374	$512,291,512
6	EVR	Evercore Inc. This page	1,424,686	$425,283,013
7	PIPR	Piper Sandler Companies	2,609,305	$199,742,293
8	LPLA	LPL Financial Holdings Inc.	349,011	$104,992,973

All Filings in EVR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$425,283,013	1,424,686	+6.0%	Shares	Defined	2026-05-12
2025-12-31	$457,236,792	1,343,826	-0.7%	Shares	Defined	2026-02-19
2025-09-30	$456,452,648	1,353,174	-3.8%	Shares	Defined	2025-11-13
2025-06-30	$379,993,201	1,407,278	+62.3%	Shares	Defined	2025-08-13
2025-03-31	$173,132,669	866,877	-39.1%	Shares	Defined	2025-05-12
2024-12-31	$394,650,089	1,423,753	+10.7%	Shares	Defined	2025-02-13
2024-09-30	$325,876,810	1,286,322	+20.3%	Shares	Defined	2024-11-12
2024-06-30	$222,910,671	1,069,475	+15.6%	Shares	Defined	2024-08-13
2024-03-31	$178,102,221	924,774	+17.7%	Shares	Defined	2024-05-14
2023-12-31	$134,373,284	785,579	+19.5%	Shares	Defined	2024-02-13
2023-09-30	$90,615,698	657,207	+27.2%	Shares	Defined	2023-11-13
2023-06-30	$63,852,895	516,651	+16.1%	Shares	Defined	2023-08-11
2023-03-31	$51,356,213	445,105	+151.1%	Shares	Defined	2023-05-12
2022-12-31	$19,335,845	177,263	+31.1%	Shares	Defined	2023-02-13
2022-09-30	$11,123,323	135,238	-13.4%	Shares	Defined	2022-11-14
2022-06-30	$14,611,957	156,094	-41.2%	Shares	Defined	2022-08-15
2022-03-31	$29,564,363	265,580	-60.5%	Shares	Defined	2022-05-16
2021-12-31	$91,238,488	671,612	+19.9%	Shares	Defined	2022-02-14
2021-09-30	$74,894,897	560,297	+18.5%	Shares	Defined	2021-11-15
2021-06-30	$66,550,422	472,760	+8.4%	Shares	Defined	2021-08-17
2021-03-31	$57,465,909	436,207	+50.2%	Shares	Defined	2021-05-17
2020-12-31	$31,833,206	290,343	+3.4%	Shares	Defined	2021-02-16
2020-09-30	$18,386,600	280,883	-10.2%	Shares	Defined	2020-11-16
2020-06-30	$18,437,304	312,921	+55.0%	Shares	Defined	2020-08-14
2020-03-31	$9,296,058	201,825	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.