STATE STREET CORP

Position in EVR — Evercore Inc.

CIK 93751 BOSTON, MA

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Position in EVR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$351,950,454

-$42,652,101 QoQ

Shares Held

1,179,024

+1.7% QoQ

Ownership

3.05%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 18.002347704542064.ToString("F0")% Shared 0.0254447746610756.ToString("F0")% None 81.97220752079686.ToString("F0")%

Common Shares in EVR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

STATE STREET CORP holds $48,170,455,635 across 59 Capital Markets names. EVR ranks #7 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	101,340,194	$16,677,555,726
2	GS	Goldman Sachs Group Inc	19,255,058	$16,289,586,517
3	SCHW	Schwab Charles Corp	72,763,682	$6,838,330,834
4	HOOD	Robinhood Markets, Inc.	33,373,068	$2,312,753,612
5	IBKR	Interactive Brokers Group, Inc.	19,092,105	$1,280,507,482
6	LPLA	LPL Financial Holdings Inc.	1,863,266	$560,526,310
7	EVR	Evercore Inc. This page	1,179,024	$351,950,454
8	SF	Stifel Financial Corp	4,652,555	$343,916,865

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	$351,950,454	1,179,024	+1.7%	Shares	Defined	2026-05-15
2025-12-31	$394,602,555	1,159,743	-1.4%	Shares	Defined	2026-02-13
2025-09-30	$396,805,370	1,176,347	+4.1%	Shares	Defined	2025-11-14
2025-06-30	$305,026,742	1,129,645	-0.7%	Shares	Defined	2025-08-14
2025-03-31	$227,308,521	1,138,136	+1.2%	Shares	Defined	2025-05-15
2024-12-31	$311,688,790	1,124,459	+2.3%	Shares	Defined	2025-02-14
2024-09-30	$278,461,194	1,099,160	+1.0%	Shares	Defined	2024-11-14
2024-06-30	$226,882,516	1,088,531	-0.3%	Shares	Defined	2024-08-14
2024-03-31	$210,342,753	1,092,179	+3.4%	Shares	Defined	2024-05-15
2023-12-31	$180,669,852	1,056,240	+1.1%	Shares	Defined	2024-02-14
2023-09-30	$144,026,276	1,044,577	+1.4%	Shares	Defined	2023-11-14
2023-06-30	$127,326,372	1,030,232	-1.1%	Shares	Defined	2023-08-14
2023-03-31	$120,156,847	1,041,401	+0.1%	Shares	Defined	2023-05-15
2022-12-31	$113,466,215	1,040,211	+0.8%	Shares	Defined	2023-05-15
2022-09-30	$84,884,878	1,032,035	-5.4%	Shares	Defined	2022-11-15
2022-06-30	$102,092,563	1,090,616	+1.3%	Shares	Defined	2022-08-15
2022-03-31	$119,841,546	1,076,550	+0.9%	Shares	Defined	2022-05-16
2021-12-31	$145,002,893	1,067,375	+2.9%	Shares	Defined	2022-02-14
2021-09-30	$138,696,259	1,037,602	-1.4%	Shares	Defined	2021-11-15
2021-06-30	$148,095,811	1,052,041	+8.7%	Shares	Defined	2021-08-16
2021-03-31	$127,552,775	968,216	+1.7%	Shares	Defined	2021-07-09
2020-12-31	$104,389,669	952,113	+2.0%	Shares	Defined	2021-02-16
2020-09-30	$61,127,857	933,820	-4.5%	Shares	Defined	2020-11-10
2020-06-30	$57,593,887	977,493	+0.3%	Shares	Defined	2020-08-14
2020-03-31	$44,892,286	974,648	—	Shares	Defined	2020-06-19
No filing history on record for this holder in this stock.