Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$547,216,665
+$121,933,652 QoQ
Shares Held
1,602,673
+12.5% QoQ
Ownership
4.17%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#5
of 706 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $9,344,402,535 across 51 Capital Markets names. EVR ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,508,431 | $2,536,951,850 | |
| 2 | MS |
Morgan Stanley
|
9,205,421 | $1,924,301,199 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,090,710 | $1,207,879,801 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,708,980 | $845,069,614 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,517,212 | $553,266,013 | |
| 6 | EVR |
Evercore Inc.
This page
|
1,602,673 | $547,216,665 | |
| 7 | PIPR |
Piper Sandler Companies
|
3,141,984 | $227,291,116 | |
| 8 | WULF |
Terawulf Inc.
|
7,107,793 | $175,562,486 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,216,665 | 1,602,673 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $425,283,013 | 1,424,686 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $457,236,792 | 1,343,826 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $456,452,648 | 1,353,174 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $379,993,201 | 1,407,278 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $173,132,669 | 866,877 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $394,650,089 | 1,423,753 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $325,876,810 | 1,286,322 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $222,910,671 | 1,069,475 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $178,102,221 | 924,774 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $134,373,284 | 785,579 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $90,615,698 | 657,207 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $63,852,895 | 516,651 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $51,356,213 | 445,105 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,335,845 | 177,263 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,123,323 | 135,238 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,611,957 | 156,094 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $29,564,363 | 265,580 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $91,238,488 | 671,612 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $74,894,897 | 560,297 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $66,550,422 | 472,760 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $57,465,909 | 436,207 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $31,833,206 | 290,343 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $18,386,600 | 280,883 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $18,437,304 | 312,921 | 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. | ||||||