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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 1,818 | $25.8 萬 | 0.02% | +70+4.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,920 | $27.0 萬 | 0.03% | −20−1.0% | 減碼 |
| Sawtooth Solutions, LLC | 1,919 | $27.0 萬 | 0.05% | +1,919 | 新進 |
| Origin Asset Management LLP | 1,939 | $27.3 萬 | 0.03% | +1,939 | 新進 |
| D.A. Davidson & Co. | 1,977 | $27.8 萬 | 0.00% | −12−0.6% | 減碼 |
| M&T Bank Corp | 1,978 | $27.9 萬 | 0.00% | −332−14.4% | 減碼 |
| Zions Bancorporation, N.A. | 1,997 | $28.1 萬 | 0.03% | +1,997 | 新進 |
| QS Investors, LLC | 2,000 | $28.2 萬 | 0.00% | −2,000−50.0% | 減碼 |
| World Asset Management Inc | 2,022 | $28.5 萬 | 0.03% | −203−9.1% | 減碼 |
| Ingalls & Snyder LLC | 2,044 | $28.8 萬 | 0.01% | −119−5.5% | 減碼 |
| Utah Retirement Systems | 2,100 | $29.6 萬 | 0.00% | +100+5.0% | 加碼 |
| Rice Hall James & Associates, LLC | 2,123 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 2,181 | $30.7 萬 | 0.28% | −979−31.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 2,194 | $30.9 萬 | 0.02% | +2,194 | 新進 |
| Profund Advisors LLC | 2,212 | $31.1 萬 | 0.01% | −48−2.1% | 減碼 |
| Old National Bancorp | 2,222 | $31.3 萬 | 0.01% | −1,334−37.5% | 減碼 |
| Ci Investments Inc. | 2,226 | $31.3 萬 | 0.00% | +846+61.3% | 加碼 |
| Mackenzie Financial Corp | 2,291 | $32.3 萬 | 0.00% | −17,800−88.6% | 減碼 |
| Personal Cfo Solutions, LLC | 2,326 | $32.7 萬 | 0.07% | −668−22.3% | 減碼 |
| Commonwealth Equity Services, LLC | 2,340 | $32.9 萬 | 0.00% | +2,340 | 新進 |
| Shelton Capital Management | 2,355 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 2,379 | $33.5 萬 | 0.01% | +94+4.1% | 加碼 |
| Alps Advisors Inc | 2,411 | $33.9 萬 | 0.00% | 00.0% | 不變 |
| Symmetry Partners, LLC | 2,467 | $34.7 萬 | 0.02% | 00.0% | 不變 |
| Pearl River Capital, LLC | 2,507 | $35.3 萬 | 0.10% | +2,507 | 新進 |
| Cresset Asset Management, LLC | 2,545 | $35.9 萬 | 0.01% | −572−18.4% | 減碼 |
| Convergence Investment Partners, LLC | 2,561 | $36.1 萬 | 0.16% | −475−15.6% | 減碼 |
| USA Financial Portformulas Corp | 2,573 | $36.2 萬 | 0.30% | +315+14.0% | 加碼 |
| AlphaCrest Capital Management LLC | 2,688 | $37.8 萬 | 0.02% | −6,708−71.4% | 減碼 |
| Pendal Group Limited | 2,859 | $40.2 萬 | 0.00% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 2,875 | $40.5 萬 | 0.14% | −1,685−37.0% | 減碼 |
| Squarepoint Ops LLC | 2,906 | $40.9 萬 | 0.00% | +2,906 | 新進 |
| Pictet Asset Management Ltd | 2,976 | $41.9 萬 | 0.00% | −224−7.0% | 減碼 |
| Joel Isaacson & Co., LLC | 3,000 | $42.2 萬 | 0.03% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 3,021 | $42.8 萬 | 0.01% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 3,071 | $43.2 萬 | 0.01% | +15+0.5% | 加碼 |
| GW&K Investment Management, LLC | 3,086 | $43.4 萬 | 0.00% | −82−2.6% | 減碼 |
| ProShare Advisors LLC | 3,098 | $43.6 萬 | 0.00% | −140−4.3% | 減碼 |
| Boenning & Scattergood, Inc. | 3,100 | $43.6 萬 | 0.08% | 00.0% | 不變 |
| Wolverine Trading, LLC | 3,189 | $43.9 萬 | 0.01% | −48−1.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 3,127 | $44.0 萬 | 0.01% | +732+30.6% | 加碼 |
| DuPont Capital Management Corp | 3,159 | $44.5 萬 | 0.01% | +3,043+2,623.3% | 加碼 |
| Engineers Gate Manager LP | 3,191 | $44.9 萬 | 0.03% | −4,447−58.2% | 減碼 |
| Kendall Capital Management | 3,306 | $46.5 萬 | 0.26% | +3,306 | 新進 |
| Prudential PLC | 3,345 | $47.1 萬 | 0.00% | −80,353−96.0% | 減碼 |
| Regions Financial Corp | 3,368 | $47.5 萬 | 0.00% | −480−12.5% | 減碼 |
| Sterling Manor Financial, LLC | 3,378 | $47.6 萬 | 0.38% | −299−8.1% | 減碼 |
| Wolverine Asset Management LLC | 3,401 | $47.8 萬 | 0.00% | +3,401 | 新進 |
| Lingohr & Partner Asset Management GmbH | 3,400 | $47.9 萬 | 1.21% | 00.0% | 不變 |
| Navellier & Associates Inc | 3,410 | $48.0 萬 | 0.07% | +788+30.1% | 加碼 |
| Polar Asset Management Partners Inc. | 3,425 | $48.2 萬 | 0.01% | +3,425 | 新進 |
| TD Ameritrade Investment Management, LLC | 3,479 | $49.0 萬 | 0.00% | −1,055−23.3% | 減碼 |
| MML Investors Services, LLC | 3,580 | $50.4 萬 | 0.00% | +565+18.7% | 加碼 |
| Buckhead Capital Management LLC | 3,620 | $51.0 萬 | 0.11% | +160+4.6% | 加碼 |
| Neuberger Berman Group LLC | 3,686 | $51.9 萬 | 0.00% | −540−12.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,717 | $52.3 萬 | 0.01% | −1,339−26.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,720 | $52.4 萬 | 0.01% | −40−1.1% | 減碼 |
| Securian Asset Management, Inc | 3,763 | $53.0 萬 | 0.01% | −203−5.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,779 | $53.2 萬 | 0.00% | −255−6.3% | 減碼 |
| BCJ Capital Management, LLC | 3,784 | $53.3 萬 | 0.06% | −356−8.6% | 減碼 |
| Krane Funds Advisors LLC | 3,811 | $53.6 萬 | 0.02% | +259+7.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,820 | $53.8 萬 | 0.00% | +3,820 | 新進 |
| Los Angeles Capital Management LLC | 3,952 | $55.6 萬 | 0.00% | −8,240−67.6% | 減碼 |
| Walleye Trading LLC | 4,075 | $57.4 萬 | 0.02% | +1,838+82.2% | 加碼 |
| Caxton Associates LP | 4,119 | $58.0 萬 | 0.08% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 4,144 | $58.3 萬 | 0.06% | −145−3.4% | 減碼 |
| LPL Financial LLC | 4,186 | $58.9 萬 | 0.00% | +784+23.0% | 加碼 |
| Compton Capital Management Inc | 4,200 | $59.1 萬 | 0.17% | −50−1.2% | 減碼 |
| We Are One Seven, LLC | 4,267 | $60.1 萬 | 0.08% | −26−0.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,267 | $60.1 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 4,305 | $60.6 萬 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 4,434 | $62.4 萬 | 0.01% | −51−1.1% | 減碼 |
| PDT Partners, LLC | 4,528 | $63.7 萬 | 0.04% | −2,272−33.4% | 減碼 |
| Quantitative Systematic Strategies LLC | 4,553 | $64.1 萬 | 0.22% | +345+8.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 4,553 | $64.1 萬 | 0.00% | +4,553 | 新進 |
| Captrust Financial Advisors | 4,561 | $64.2 萬 | 0.01% | −279−5.8% | 減碼 |
| Xponance, Inc. | 4,787 | $67.4 萬 | 0.01% | +354+8.0% | 加碼 |
| Bayesian Capital Management, LP | 4,841 | $68.1 萬 | 0.18% | +4,841 | 新進 |
| Somerset Trust Co | 4,904 | $69.0 萬 | 0.28% | −25−0.5% | 減碼 |
| Snowden Capital Advisors LLC | 4,906 | $69.1 萬 | 0.03% | −928−15.9% | 減碼 |
| Maltese Capital Management LLC | 5,000 | $70.4 萬 | 0.11% | +5,000 | 新進 |
| Jefferies Group LLC | 5,016 | $70.6 萬 | 0.01% | +5,016 | 新進 |
| Advisory Services Network, LLC | 5,025 | $70.8 萬 | 0.02% | −483−8.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 5,038 | $70.9 萬 | 0.00% | −7,030−58.3% | 減碼 |
| Susquehanna International Group, LLP | 5,095 | $71.7 萬 | 0.00% | −30,298−85.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 5,153 | $72.5 萬 | 0.32% | −589−10.3% | 減碼 |
| HGK Asset Management Inc | 5,177 | $72.9 萬 | 0.23% | −728−12.3% | 減碼 |
| Sit Investment Associates Inc | 5,200 | $73.2 萬 | 0.02% | 00.0% | 不變 |
| Quantbot Technologies LP | 5,253 | $73.9 萬 | 0.06% | +5,253 | 新進 |
| Teacher Retirement System of Texas | 5,334 | $75.1 萬 | 0.00% | +795+17.5% | 加碼 |
| Montecito Bank & Trust | 5,350 | $75.3 萬 | 0.14% | 00.0% | 不變 |
| Valley National Advisers Inc | 5,357 | $75.4 萬 | 0.14% | 00.0% | 不變 |
| Assetmark, Inc | 5,530 | $77.8 萬 | 0.00% | +5,507+23,943.5% | 加碼 |
| Pinebridge Investments, L.P. | 5,601 | $78.8 萬 | 0.01% | +5,501+5,501.0% | 加碼 |
| Deltec Asset Management LLC | 5,760 | $81.1 萬 | 0.11% | 00.0% | 不變 |
| Winton Group Ltd | 5,807 | $81.7 萬 | 0.04% | −3,542−37.9% | 減碼 |
| Advisors Capital Management, LLC | 5,901 | $83.1 萬 | 0.03% | +1,099+22.9% | 加碼 |
| First Hawaiian Bank | 6,133 | $86.4 萬 | 0.04% | +6,133 | 新進 |
| Public Employees Retirement Association of Colorado | 6,219 | $87.5 萬 | 0.00% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 6,300 | $88.7 萬 | 0.01% | 00.0% | 不變 |