Evercore Inc.
EVR- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0001360901
近 90 天，Evercore Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 714 家機構在 13F 申報持有，市值合計 $122.4 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Evercore Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 429
- 較 2021 年第 1 季 +20 家
- 持有股數
- 3,564 萬
- 較 2021 年第 1 季 −177.9 萬 (−4.8%)
- 總市值
- $50.3 億
- 較 2021 年第 1 季 +$1.01 億 (+2.0%)
- 新進機構
- 68
- 另有 124 家加碼
- 清倉機構
- 48
- 另有 180 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 EVR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 714 | $122.4 億 |
| 2026 年第 1 季 | 657 | $105.0 億 |
| 2025 年第 4 季 | 636 | $118.6 億 |
| 2025 年第 3 季 | 629 | $117.0 億 |
| 2025 年第 2 季 | 566 | $96.5 億 |
| 2025 年第 1 季 | 551 | $68.7 億 |
| 2024 年第 4 季 | 584 | $92.3 億 |
| 2024 年第 3 季 | 514 | $84.1 億 |
| 2024 年第 2 季 | 471 | $70.4 億 |
| 2024 年第 1 季 | 474 | $64.7 億 |
| 2023 年第 4 季 | 437 | $57.0 億 |
| 2023 年第 3 季 | 398 | $45.9 億 |
| 2023 年第 2 季 | 400 | $41.4 億 |
| 2023 年第 1 季 | 421 | $37.5 億 |
| 2022 年第 4 季 | 395 | $35.8 億 |
| 2022 年第 3 季 | 369 | $26.6 億 |
| 2022 年第 2 季 | 382 | $29.8 億 |
| 2022 年第 1 季 | 406 | $37.8 億 |
| 2021 年第 4 季 | 439 | $46.7 億 |
| 2021 年第 3 季 | 426 | $46.4 億 |
| 2021 年第 2 季 | 429 | $50.3 億 |
| 2021 年第 1 季 | 411 | $49.3 億 |
2021 年第 2 季持有機構
每家機構持有 Evercore Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,839,528 | $5.40 億 | 0.01% | −33,073−0.9% | 減碼 |
| BlackRock Inc. | 3,579,725 | $5.04 億 | 0.01% | −268,327−7.0% | 減碼 |
| JPMorgan Chase & Co | 1,995,045 | $2.81 億 | 0.04% | +192,718+10.7% | 加碼 |
| Goldman Sachs Group Inc | 1,157,006 | $1.63 億 | 0.04% | +228,663+24.6% | 加碼 |
| State Street Corp | 1,052,041 | $1.48 億 | 0.01% | +83,825+8.7% | 加碼 |
| Dimensional Fund Advisors LP | 889,334 | $1.25 億 | 0.04% | −56,484−6.0% | 減碼 |
| Morgan Stanley | 834,537 | $1.17 億 | 0.02% | +99,579+13.5% | 加碼 |
| Charles Schwab Investment Management Inc | 701,446 | $9,874 萬 | 0.03% | +140,465+25.0% | 加碼 |
| Wells Fargo & Company | 628,955 | $8,854 萬 | 0.02% | +64,122+11.4% | 加碼 |
| Bank of New York Mellon Corp | 601,648 | $8,470 萬 | 0.02% | −18,260−2.9% | 減碼 |
| Geode Capital Management, LLC | 580,462 | $8,171 萬 | 0.01% | +14,714+2.6% | 加碼 |
| Boston Partners | 531,684 | $7,483 萬 | 0.10% | −3,361−0.6% | 減碼 |
| Invesco Ltd. | 472,760 | $6,655 萬 | 0.02% | +36,553+8.4% | 加碼 |
| Scout Investments, Inc. | 448,896 | $6,319 萬 | 0.94% | −454,928−50.3% | 減碼 |
| Norges Bank | 445,990 | $6,278 萬 | 0.01% | +48,680+12.3% | 加碼 |
| Northern Trust Corp | 444,214 | $6,253 萬 | 0.01% | −10,913−2.4% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 429,737 | $6,049 萬 | 0.18% | −127,020−22.8% | 減碼 |
| Lord, Abbett & Co. LLC | 418,221 | $5,887 萬 | 0.14% | +418,221 | 新進 |
| Thrivent Financial for Lutherans | 404,879 | $5,700 萬 | 0.12% | +25,267+6.7% | 加碼 |
| Ceredex Value Advisors LLC | 397,109 | $5,590 萬 | 0.63% | −57,400−12.6% | 減碼 |
| Bahl & Gaynor Inc | 371,731 | $5,233 萬 | 0.32% | +85,948+30.1% | 加碼 |
| Millennium Management LLC | 368,470 | $5,187 萬 | 0.07% | −159,901−30.3% | 減碼 |
| Citadel Advisors LLC | 364,678 | $5,134 萬 | 0.05% | +126,382+53.0% | 加碼 |
| Franklin Resources Inc | 353,482 | $4,976 萬 | 0.02% | +866+0.2% | 加碼 |
| Nuveen Asset Management, LLC | 352,021 | $4,956 萬 | 0.01% | −154,176−30.5% | 減碼 |
| Wellington Management Group LLP | 350,200 | $4,930 萬 | 0.01% | −57,390−14.1% | 減碼 |
| TimesSquare Capital Management, LLC | 334,350 | $4,707 萬 | 0.39% | −99,300−22.9% | 減碼 |
| Frontier Capital Management Co LLC | 325,240 | $4,578 萬 | 0.34% | +286+0.1% | 加碼 |
| Aristotle Capital Boston, LLC | 323,697 | $4,557 萬 | 1.04% | −18,033−5.3% | 減碼 |
| Nitorum Capital, L.P. | 300,900 | $4,236 萬 | 1.93% | +300,900 | 新進 |
| Bernzott Capital Advisors | 293,265 | $4,128 萬 | 3.50% | −1,143−0.4% | 減碼 |
| Granite Investment Partners, LLC | 275,441 | $3,877 萬 | 1.19% | +712+0.3% | 加碼 |
| Copeland Capital Management, LLC | 271,470 | $3,822 萬 | 1.15% | −74,361−21.5% | 減碼 |
| Ariel Investments, LLC | 258,246 | $3,635 萬 | 0.34% | −1,437−0.6% | 減碼 |
| Principal Financial Group Inc | 253,904 | $3,574 萬 | 0.02% | +73,597+40.8% | 加碼 |
| Bank of America Corp | 247,278 | $3,481 萬 | 0.00% | −49,350−16.6% | 減碼 |
| Janus Henderson Group PLC | 227,039 | $3,196 萬 | 0.01% | −62,768−21.7% | 減碼 |
| Clark Capital Management Group, Inc. | 223,989 | $3,153 萬 | 0.44% | +5,083+2.3% | 加碼 |
| Glenmede Trust Co NA | 220,957 | $3,110 萬 | 0.16% | +10,031+4.8% | 加碼 |
| Wedge Capital Management L L P | 219,780 | $3,094 萬 | 0.38% | −77,920−26.2% | 減碼 |
| Great Lakes Advisors, LLC | 219,604 | $3,091 萬 | 0.47% | −4,742−2.1% | 減碼 |
| Royce & Associates LP | 214,016 | $3,013 萬 | 0.21% | −89,100−29.4% | 減碼 |
| Prudential Financial Inc | 196,122 | $2,761 萬 | 0.04% | −151,086−43.5% | 減碼 |
| UBS Asset Management Americas Inc | 176,454 | $2,484 萬 | 0.01% | −14,092−7.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 172,289 | $2,425 萬 | 0.16% | +33,360+24.0% | 加碼 |
| Ziegler Capital Management, LLC | 74,328 | $2,389 萬 | 0.80% | −102,485−58.0% | 減碼 |
| First Trust Advisors LP | 167,390 | $2,356 萬 | 0.03% | +96,237+135.3% | 加碼 |
| Royal Bank of Canada | 165,156 | $2,325 萬 | 0.01% | +18,180+12.4% | 加碼 |
| Ameriprise Financial Inc | 161,519 | $2,277 萬 | 0.01% | −45,040−21.8% | 減碼 |
| Man Group plc | 158,771 | $2,235 萬 | 0.08% | +79,463+100.2% | 加碼 |
| State of Wisconsin Investment Board | 158,675 | $2,234 萬 | 0.05% | −8,833−5.3% | 減碼 |
| FIL Ltd | 152,570 | $2,148 萬 | 0.02% | +23,368+18.1% | 加碼 |
| Parametric Portfolio Associates LLC | 150,640 | $2,121 萬 | 0.01% | +4,022+2.7% | 加碼 |
| Bank of Montreal | 151,603 | $2,088 萬 | 0.01% | +5,615+3.8% | 加碼 |
| Natixis | 139,500 | $1,964 萬 | 0.09% | −150,900−52.0% | 減碼 |
| Retirement Systems of Alabama | 139,228 | $1,960 萬 | 0.07% | −1,502−1.1% | 減碼 |
| Peregrine Capital Management LLC | 138,709 | $1,953 萬 | 0.35% | −8,905−6.0% | 減碼 |
| Richard C. Young & CO., LTD. | 127,338 | $1,793 萬 | 2.28% | +208+0.2% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 123,872 | $1,744 萬 | 1.31% | −2,201−1.7% | 減碼 |
| Hillcrest Asset Management LLC | 118,664 | $1,670 萬 | 2.26% | −22,240−15.8% | 減碼 |
| Schroder Investment Management Group | 117,907 | $1,660 萬 | 0.02% | +80,664+216.6% | 加碼 |
| AQR Capital Management LLC | 117,053 | $1,624 萬 | 0.03% | −15,768−11.9% | 減碼 |
| Allianz Asset Management GmbH | 115,011 | $1,619 萬 | 0.01% | +1,003+0.9% | 加碼 |
| Deprince Race & Zollo Inc | 112,108 | $1,578 萬 | 0.40% | −42,091−27.3% | 減碼 |
| SEI Investments Co | 111,351 | $1,565 萬 | 0.03% | +9,248+9.1% | 加碼 |
| Rhumbline Advisers | 109,022 | $1,535 萬 | 0.02% | −3,295−2.9% | 減碼 |
| UBS Group AG | 108,949 | $1,534 萬 | 0.01% | +12,937+13.5% | 加碼 |
| California Public Employees Retirement System | 97,959 | $1,379 萬 | 0.01% | +3,773+4.0% | 加碼 |
| Moody Aldrich Partners LLC | 97,428 | $1,372 萬 | 1.93% | −11,808−10.8% | 減碼 |
| Basswood Capital Management, L.L.C. | 97,016 | $1,366 萬 | 0.57% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 95,020 | $1,338 萬 | 0.00% | −5,785−5.7% | 減碼 |
| Voloridge Investment Management, LLC | 94,215 | $1,326 萬 | 0.09% | +55,595+144.0% | 加碼 |
| Swiss National Bank | 92,600 | $1,304 萬 | 0.01% | −300−0.3% | 減碼 |
| Envestnet Asset Management Inc | 92,346 | $1,300 萬 | 0.01% | −8,375−8.3% | 減碼 |
| Alliancebernstein L.P. | 91,168 | $1,283 萬 | 0.01% | −1,120−1.2% | 減碼 |
| Marshall Wace Asia Ltd | 91,067 | $1,282 萬 | 0.27% | +91,067 | 新進 |
| American Century Companies Inc | 88,985 | $1,253 萬 | 0.01% | +19,608+28.3% | 加碼 |
| Westwood Holdings Group Inc. | 86,570 | $1,219 萬 | 0.12% | +5,389+6.6% | 加碼 |
| Legal & General Group Plc | 86,072 | $1,212 萬 | 0.00% | −17,061−16.5% | 減碼 |
| CCM Investment Advisers LLC | 85,834 | $1,208 萬 | 1.55% | −566−0.7% | 減碼 |
| American International Group, Inc. | 82,845 | $1,166 萬 | 0.05% | −3,811−4.4% | 減碼 |
| Fort Washington Investment Advisors Inc | 81,984 | $1,154 萬 | 0.10% | −10,661−11.5% | 減碼 |
| First Republic Investment Management, Inc. | 79,091 | $1,113 萬 | 0.03% | +31,966+67.8% | 加碼 |
| Cookson Peirce & Co Inc | 76,424 | $1,076 萬 | 0.67% | +62,285+440.5% | 加碼 |
| Artemis Investment Management LLP | 75,159 | $1,059 萬 | 0.09% | +7,282+10.7% | 加碼 |
| Nordea Investment Management AB | 74,751 | $1,052 萬 | 0.01% | +6,659+9.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 74,245 | $1,045 萬 | 0.12% | −12,295−14.2% | 減碼 |
| Citigroup Inc | 73,767 | $1,038 萬 | 0.01% | +9,209+14.3% | 加碼 |
| Venturi Wealth Management, LLC | 71,654 | $1,009 萬 | 0.90% | −55−0.1% | 減碼 |
| Eaton Vance Management | 70,454 | $991.8 萬 | 0.01% | +34,495+95.9% | 加碼 |
| Pier Capital, LLC | 70,429 | $991.4 萬 | 0.99% | −30,060−29.9% | 減碼 |
| Two Sigma Advisers, LP | 69,200 | $974.1 萬 | 0.03% | 00.0% | 不變 |
| Full18 Capital LLC | 68,988 | $971.1 萬 | 4.04% | +68,988 | 新進 |
| Brandywine Global Investment Management, LLC | 68,578 | $965.4 萬 | 0.07% | −1,004−1.4% | 減碼 |
| California State Teachers Retirement System | 68,310 | $961.6 萬 | 0.01% | −603−0.9% | 減碼 |
| State of Tennessee, Treasury Department | 65,823 | $926.6 萬 | 0.04% | +12,349+23.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 64,900 | $913.6 萬 | 0.02% | +19,658+43.5% | 加碼 |
| New York State Common Retirement Fund | 64,800 | $912.2 萬 | 0.01% | +325+0.5% | 加碼 |
| Federated Hermes, Inc. | 64,721 | $911.1 萬 | 0.02% | +55,439+597.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 63,583 | $895.1 萬 | 0.02% | +22,935+56.4% | 加碼 |