Position in EVR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$411,817,271
+$59,866,817 QoQ
Shares Held
1,206,119
+2.3% QoQ
Ownership
3.14%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $57,853,517,382 across 59 Capital Markets names. EVR ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
99,560,815 | $20,812,192,767 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,830,464 | $19,044,566,375 | |
| 3 | SCHW |
Schwab Charles Corp
|
73,174,188 | $6,751,782,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
34,671,148 | $3,476,822,721 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,437,767 | $1,691,863,239 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,934,239 | $544,836,441 | |
| 7 | EVR |
Evercore Inc.
This page
|
1,206,119 | $411,817,271 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,352,535 | $343,850,265 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,817,271 | 1,206,119 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $351,950,454 | 1,179,024 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $394,602,555 | 1,159,743 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $396,805,370 | 1,176,347 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $305,026,742 | 1,129,645 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $227,308,521 | 1,138,136 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $311,688,790 | 1,124,459 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $278,461,194 | 1,099,160 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $226,882,516 | 1,088,531 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $210,342,753 | 1,092,179 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $180,669,852 | 1,056,240 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $144,026,276 | 1,044,577 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $127,326,372 | 1,030,232 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $120,156,847 | 1,041,401 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $113,466,215 | 1,040,211 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $84,884,878 | 1,032,035 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $102,092,563 | 1,090,616 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $119,841,546 | 1,076,550 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $145,002,893 | 1,067,375 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $138,696,259 | 1,037,602 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $148,095,811 | 1,052,041 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $127,552,775 | 968,216 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $104,389,669 | 952,113 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $61,127,857 | 933,820 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $57,593,887 | 977,493 | 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. | ||||||