Morningstar Investment Management »

Evercore Partners shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Evercore Partners by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $748k 2.5k 298.51

More positions owned by Morningstar Investment Management

Ishares Tr Us Treas Bd Etf (GOVT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Series Trust State Street Spd (SPSM)
Schwab Strategic Tr Fundamental Emer (FNDE)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Spdr Series Trust State Street Spd (SLYV)
Meta Platforms Cl A (META)
Ishares Tr Glb Cnsm Stp Etf (KXI)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Morningstar Investment Management

Top funds holding Evercore Partners

BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
FMR
Invesco
AQR Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Wellington Management Company
Robeco Investment Management
TD Asset Management
Dimensional Fund Advisors
Goldman Sachs Group
Fisher Investments

View all funds holding Evercore Partners