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Morgan Stanley position in EVR
EVERCORE INC · Financials
Latest position (Q2 2026)803.01K sh
Reported value held$274.18M
Portfolio Weight0.02%
First reportedQ3 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 754.49K | $100.85M | New |
| Q4 2021 | 769.93K | $104.59M | Add |
| Q1 2022 | 712.29K | $79.29M | Reduce |
| Q2 2022 | 576.09K | $53.93M | Reduce |
| Q3 2022 | 635.31K | $52.26M | Add |
| Q4 2022 | 715.65K | $78.06M | Add |
| Q1 2023 | 697.41K | $80.47M | Reduce |
| Q2 2023 | 675.89K | $83.53M | Reduce |
| Q3 2023 | 699.86K | $96.50M | Add |
| Q4 2023 | 659.64K | $112.83M | Reduce |
| Q1 2024 | 592.29K | $114.07M | Reduce |
| Q2 2024 | 551.54K | $114.96M | Reduce |
| Q3 2024 | 539.99K | $136.80M | Reduce |
| Q4 2024 | 518.82K | $143.81M | Reduce |
| Q1 2025 | 709.35K | $141.67M | Add |
| Q2 2025 | 637.57K | $172.16M | Reduce |
| Q3 2025 | 620.08K | $209.16M | Reduce |
| Q4 2025 | 686.60K | $233.62M | Add |
| Q1 2026 | 917.80K | $273.97M | Add |
| Q2 2026 | 803.01K | $274.18M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding EVR
- Vanguard Group 3.84M sh · $1.31B · Q4 2025
- BlackRock Inc 3.72M sh · $1.27B · Q2 2026
- AQR Capital Management 1.71M sh · $584.20M · Q2 2026
- Invesco Ltd 1.60M sh · $547.22M · Q2 2026
- Fidelity Management & Research (FMR) 1.13M sh · $386.67M · Q2 2026
- Geode Capital Management 1.10M sh · $375.11M · Q2 2026
- Millennium Management 642.46K sh · $219.36M · Q2 2026
- Wellington Management Group 624.99K sh · $213.40M · Q2 2026
- UBS Group AG 503.40K sh · $171.88M · Q2 2026
- Norges Bank Investment Management 417.04K sh · $142.39M · Q2 2026
- JPMorgan Chase & Co 409.20K sh · $137.52M · Q2 2026