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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 6,548 | $92.1 萬 | 0.00% | +6,548 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 7,046 | $94.8 萬 | 0.00% | −395−5.3% | 減碼 |
| Qube Research & Technologies Ltd | 6,803 | $95.8 萬 | 0.01% | −57,349−89.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,820 | $96.0 萬 | 0.02% | −190−2.7% | 減碼 |
| Shell Asset Management Co | 7,069 | $99.5 萬 | 0.02% | +380+5.7% | 加碼 |
| Globeflex Capital L P | 7,085 | $99.7 萬 | 0.18% | +1,255+21.5% | 加碼 |
| Mercer Global Advisors Inc | 7,187 | $101.2 萬 | 0.01% | −933−11.5% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 7,282 | $102.5 萬 | 0.29% | 00.0% | 不變 |
| Marshall Wace North America L.P. | 7,376 | $103.8 萬 | 0.00% | +7,376 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 7,600 | $107.0 萬 | 0.06% | +2,060+37.2% | 加碼 |
| Marshall Wace, LLP | 7,684 | $108.2 萬 | 0.01% | +7,684 | 新進 |
| Campbell Newman Asset Management Inc | 7,705 | $108.5 萬 | 0.11% | +386+5.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 7,712 | $108.6 萬 | 0.04% | −7,408−49.0% | 減碼 |
| Metropolitan Life Insurance Co | 7,718 | $108.6 萬 | 0.02% | −178−2.3% | 減碼 |
| Cim, LLC | 8,263 | $109.3 萬 | 0.18% | +8,263 | 新進 |
| Trexquant Investment LP | 7,840 | $110.4 萬 | 0.09% | +6,214+382.2% | 加碼 |
| SG Americas Securities, LLC | 8,077 | $113.7 萬 | 0.01% | +785+10.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 8,109 | $114.1 萬 | 0.00% | −6,407−44.1% | 減碼 |
| Handelsbanken Fonder AB | 8,137 | $114.5 萬 | 0.01% | +2,200+37.1% | 加碼 |
| Kingsview Wealth Management, LLC | 8,123 | $115.4 萬 | 0.06% | +8,123 | 新進 |
| Toroso Investments, LLC | 8,627 | $121.4 萬 | 0.05% | +8,627 | 新進 |
| Capital Impact Advisors, LLC | 8,667 | $122.0 萬 | 0.39% | −14,333−62.3% | 減碼 |
| New Mexico Educational Retirement Board | 8,700 | $122.5 萬 | 0.04% | +1,600+22.5% | 加碼 |
| Advisor Resource Council | 8,800 | $123.9 萬 | 0.13% | +8,800 | 新進 |
| Gotham Asset Management, LLC | 9,345 | $131.5 萬 | 0.06% | +4,028+75.8% | 加碼 |
| Keybank National Association | 9,350 | $131.6 萬 | 0.01% | −12,848−57.9% | 減碼 |
| CIBC World Markets Inc. | 9,441 | $132.9 萬 | 0.00% | −17−0.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 10,100 | $137.7 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 9,904 | $139.4 萬 | 0.00% | +620+6.7% | 加碼 |
| State of Alaska, Department of Revenue | 10,019 | $141.0 萬 | 0.01% | +674+7.2% | 加碼 |
| BancorpSouth Bank | 10,049 | $141.5 萬 | 0.21% | −301−2.9% | 減碼 |
| Meeder Asset Management Inc | 10,112 | $142.3 萬 | 0.07% | +113+1.1% | 加碼 |
| STRS Ohio | 10,225 | $143.9 萬 | 0.01% | +1,018+11.1% | 加碼 |
| Fifth Third Bancorp | 10,288 | $144.8 萬 | 0.01% | −40,444−79.7% | 減碼 |
| Twin Tree Management, LP | 10,285 | $144.8 萬 | 0.04% | −4,228−29.1% | 減碼 |
| Cornercap Investment Counsel Inc | 10,300 | $145.0 萬 | 0.16% | −1,387−11.9% | 減碼 |
| State of Michigan Retirement System | 10,314 | $145.2 萬 | 0.01% | −5,200−33.5% | 減碼 |
| James Investment Research Inc | 10,350 | $145.7 萬 | 0.12% | −3,170−23.4% | 減碼 |
| NN Investment Partners Holdings N.V. | 10,465 | $147.3 萬 | 0.01% | −1,976−15.9% | 減碼 |
| Louisiana State Employees Retirement System | 10,600 | $149.2 萬 | 0.04% | −300−2.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 11,068 | $155.8 萬 | 0.06% | −453−3.9% | 減碼 |
| Mastrapasqua Asset Management Inc | 11,145 | $156.9 萬 | 0.17% | +835+8.1% | 加碼 |
| Flputnam Investment Management Co | 11,399 | $160.5 萬 | 0.06% | +1,191+11.7% | 加碼 |
| Arizona State Retirement System | 11,423 | $160.8 萬 | 0.01% | −405−3.4% | 減碼 |
| Janney Montgomery Scott LLC | 11,693 | $164.6 萬 | 0.01% | −8,543−42.2% | 減碼 |
| Essex Investment Management Co LLC | 11,793 | $166.0 萬 | 0.19% | −28,276−70.6% | 減碼 |
| Advisor Group Holdings, Inc. | 11,896 | $167.7 萬 | 0.00% | −214−1.8% | 減碼 |
| Price T Rowe Associates Inc | 12,078 | $170.0 萬 | 0.00% | −164−1.3% | 減碼 |
| Bridge City Capital, LLC | 12,122 | $170.6 萬 | 0.58% | −392−3.1% | 減碼 |
| CWM Advisors, LLC | 12,228 | $172.1 萬 | 0.23% | +7,236+145.0% | 加碼 |
| Empowered Funds, LLC | 12,224 | $172.1 萬 | 0.22% | +12,224 | 新進 |
| Donoghue Forlines LLC | 12,392 | $174.4 萬 | 0.33% | −11,418−48.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 12,661 | $178.2 萬 | 0.01% | +4,816+61.4% | 加碼 |
| Prana Capital Management, LP | 12,798 | $180.2 萬 | 0.12% | +12,798 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,642 | $192.0 萬 | 0.02% | −377−2.7% | 減碼 |
| Covington Capital Management | 13,825 | $194.6 萬 | 0.08% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 13,911 | $195.8 萬 | 0.01% | −570−3.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 13,977 | $196.8 萬 | 0.02% | +406+3.0% | 加碼 |
| Hohimer Wealth Management, LLC | 14,203 | $199.9 萬 | 0.41% | −9,304−39.6% | 減碼 |
| HSBC Holdings PLC | 14,752 | $206.4 萬 | 0.00% | −51,950−77.9% | 減碼 |
| Nations Financial Group Inc, | 14,669 | $206.5 萬 | 0.35% | +14,669 | 新進 |
| Harbor Advisors LLC | 15,000 | $211.2 萬 | 0.42% | 00.0% | 不變 |
| Monument Capital Management | 15,298 | $215.4 萬 | 0.75% | +15,298 | 新進 |
| ExodusPoint Capital Management, LP | 15,786 | $222.2 萬 | 0.03% | +8,950+130.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 16,363 | $230.3 萬 | 0.00% | −71,520−81.4% | 減碼 |
| Great West Life Assurance Co | 17,065 | $240.1 萬 | 0.01% | −31−0.2% | 減碼 |
| Vident Investment Advisory, LLC | 17,158 | $241.5 萬 | 0.07% | −165−1.0% | 減碼 |
| Deutsche Bank AG | 17,585 | $247.5 萬 | 0.00% | −118,001−87.0% | 減碼 |
| Alaska Permanent Fund Corp | 17,800 | $250.6 萬 | 0.05% | −17,400−49.4% | 減碼 |
| Dorsey Wright & Associates | 17,820 | $250.9 萬 | 0.53% | +233+1.3% | 加碼 |
| O'Shares Investment Advisers, LLC | 18,040 | $253.9 萬 | 0.18% | +2,242+14.2% | 加碼 |
| Washington Trust Co | 18,638 | $262.4 萬 | 0.07% | −1,265−6.4% | 減碼 |
| Verdence Capital Advisors LLC | 19,745 | $278.0 萬 | 0.39% | +84+0.4% | 加碼 |
| Virginia Retirement Systems Et Al | 20,200 | $284.4 萬 | 0.03% | +8,500+72.6% | 加碼 |
| MetLife Investment Management | 20,462 | $288.0 萬 | 0.03% | −1,245−5.7% | 減碼 |
| IFP Advisors, Inc | 21,069 | $297.2 萬 | 0.06% | +20,979+23,310.0% | 加碼 |
| Hussman Strategic Advisors, Inc. | 21,700 | $305.5 萬 | 0.63% | +21,700 | 新進 |
| Zacks Investment Management | 21,812 | $307.1 萬 | 0.05% | −739−3.3% | 減碼 |
| Duality Advisers, LP | 21,888 | $308.1 萬 | 0.27% | +21,888 | 新進 |
| Brinker Capital Investments, LLC | 22,187 | $312.3 萬 | 0.04% | +16,752+308.2% | 加碼 |
| TCW Group Inc | 22,964 | $323.2 萬 | 0.03% | −756−3.2% | 減碼 |
| Usca Ria LLC | 23,151 | $325.9 萬 | 0.20% | +269+1.2% | 加碼 |
| HRT Financial LP | 23,253 | $327.3 萬 | 0.03% | +23,253 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 23,480 | $330.5 萬 | 0.13% | +23,480 | 新進 |
| Rafferty Asset Management, LLC | 23,497 | $330.8 萬 | 0.02% | +3,602+18.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 24,034 | $338.3 萬 | 0.01% | −2,188−8.3% | 減碼 |
| Macquarie Group Ltd | 24,230 | $341.1 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 24,647 | $347.0 萬 | 0.01% | −78,742−76.2% | 減碼 |
| Sarasin & Partners LLP | 25,000 | $351.9 萬 | 0.04% | 00.0% | 不變 |
| Zweig-DiMenna Associates LLC | 26,250 | $369.5 萬 | 0.23% | +26,250 | 新進 |
| Nomura Holdings Inc | 28,600 | $400.6 萬 | 0.03% | −79,900−73.6% | 減碼 |
| Public Employees Retirement System of Ohio | 28,533 | $401.7 萬 | 0.01% | +2,572+9.9% | 加碼 |
| Guggenheim Capital LLC | 28,715 | $404.2 萬 | 0.02% | +17,242+150.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 29,658 | $417.4 萬 | 0.04% | −17,621−37.3% | 減碼 |
| Voya Investment Management LLC | 30,162 | $424.6 萬 | 0.01% | −416−1.4% | 減碼 |
| Morse Asset Management, Inc | 30,165 | $424.6 萬 | 1.03% | −220−0.7% | 減碼 |
| Texas Permanent School Fund | 30,517 | $429.6 萬 | 0.05% | −878−2.8% | 減碼 |
| US Bancorp | 30,588 | $430.6 萬 | 0.01% | −1,328−4.2% | 減碼 |
| Stifel Financial Corp | 30,638 | $431.3 萬 | 0.01% | +3,066+11.1% | 加碼 |
| Raymond James & Associates | 31,453 | $442.8 萬 | 0.00% | +5,631+21.8% | 加碼 |