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 |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 2,688 | $37.8 萬 | 0.02% | −6,708−71.4% | 減碼 |
| USA Financial Portformulas Corp | 2,573 | $36.2 萬 | 0.30% | +315+14.0% | 加碼 |
| Convergence Investment Partners, LLC | 2,561 | $36.1 萬 | 0.16% | −475−15.6% | 減碼 |
| Cresset Asset Management, LLC | 2,545 | $35.9 萬 | 0.01% | −572−18.4% | 減碼 |
| Pearl River Capital, LLC | 2,507 | $35.3 萬 | 0.10% | +2,507 | 新進 |
| Symmetry Partners, LLC | 2,467 | $34.7 萬 | 0.02% | 00.0% | 不變 |
| Alps Advisors Inc | 2,411 | $33.9 萬 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 2,379 | $33.5 萬 | 0.01% | +94+4.1% | 加碼 |
| Shelton Capital Management | 2,355 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 2,340 | $32.9 萬 | 0.00% | +2,340 | 新進 |
| Personal Cfo Solutions, LLC | 2,326 | $32.7 萬 | 0.07% | −668−22.3% | 減碼 |
| Mackenzie Financial Corp | 2,291 | $32.3 萬 | 0.00% | −17,800−88.6% | 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 |
| Profund Advisors LLC | 2,212 | $31.1 萬 | 0.01% | −48−2.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 2,194 | $30.9 萬 | 0.02% | +2,194 | 新進 |
| Fox Run Management, L.L.C. | 2,181 | $30.7 萬 | 0.28% | −979−31.0% | 減碼 |
| Rice Hall James & Associates, LLC | 2,123 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Utah Retirement Systems | 2,100 | $29.6 萬 | 0.00% | +100+5.0% | 加碼 |
| Ingalls & Snyder LLC | 2,044 | $28.8 萬 | 0.01% | −119−5.5% | 減碼 |
| World Asset Management Inc | 2,022 | $28.5 萬 | 0.03% | −203−9.1% | 減碼 |
| QS Investors, LLC | 2,000 | $28.2 萬 | 0.00% | −2,000−50.0% | 減碼 |
| Zions Bancorporation, N.A. | 1,997 | $28.1 萬 | 0.03% | +1,997 | 新進 |
| M&T Bank Corp | 1,978 | $27.9 萬 | 0.00% | −332−14.4% | 減碼 |
| D.A. Davidson & Co. | 1,977 | $27.8 萬 | 0.00% | −12−0.6% | 減碼 |
| Origin Asset Management LLP | 1,939 | $27.3 萬 | 0.03% | +1,939 | 新進 |
| 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 |
| Csenge Advisory Group | 1,818 | $25.8 萬 | 0.02% | +70+4.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,793 | $25.2 萬 | 0.00% | −55−3.0% | 減碼 |
| FDx Advisors, Inc. | 1,741 | $24.5 萬 | 0.01% | +43+2.5% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 1,733 | $24.4 萬 | 0.05% | +1,733 | 新進 |
| Dynamic Advisor Solutions LLC | 1,723 | $24.3 萬 | 0.02% | +1,723 | 新進 |
| Weld Capital Management LLC | 1,722 | $24.2 萬 | 0.24% | −9,290−84.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,693 | $23.8 萬 | 0.00% | +46+2.8% | 加碼 |
| Canada Pension Plan Investment Board | 1,685 | $23.7 萬 | 0.00% | −396−19.0% | 減碼 |
| Kestra Advisory Services, LLC | 1,683 | $23.7 萬 | 0.00% | −83−4.7% | 減碼 |
| Covenant Partners, LLC | 1,664 | $23.4 萬 | 0.09% | −7−0.4% | 減碼 |
| Wambolt & Associates, LLC | 1,628 | $23.1 萬 | 0.10% | +1,628 | 新進 |
| Evercore Wealth Management, LLC | 1,610 | $22.7 萬 | 0.00% | −2,901−64.3% | 減碼 |
| Paloma Partners Management Co | 1,605 | $22.6 萬 | 0.01% | −32,237−95.3% | 減碼 |
| Vontobel Holding Ltd. | 1,600 | $22.5 萬 | 0.00% | +1,600 | 新進 |
| First Mercantile Trust Co | 1,581 | $22.3 萬 | 0.03% | −88−5.3% | 減碼 |
| Boothbay Fund Management, LLC | 1,575 | $22.2 萬 | 0.01% | +1,575 | 新進 |
| AGF Investments LLC | 1,522 | $21.4 萬 | 0.02% | +1,522 | 新進 |
| CIBC Asset Management Inc | 1,504 | $21.2 萬 | 0.00% | +1,504 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 1,467 | $20.7 萬 | 0.05% | +1,467 | 新進 |
| InterOcean Capital Group, LLC | 1,457 | $20.5 萬 | 0.01% | +1,457 | 新進 |
| Banco Santander, S.A. | 1,448 | $20.4 萬 | 0.00% | −2,418−62.5% | 減碼 |
| Rockefeller Capital Management L.P. | 1,419 | $19.9 萬 | 0.00% | +854+151.2% | 加碼 |
| Vestcor Inc | 1,200 | $16.9 萬 | 0.01% | −8,171−87.2% | 減碼 |
| BBVA USA | 1,150 | $16.2 萬 | 0.01% | +1,150 | 新進 |
| Arlington Partners LLC | 1,066 | $15.0 萬 | 0.05% | −20−1.8% | 減碼 |
| Panagora Asset Management Inc | 1,048 | $14.8 萬 | 0.00% | +58+5.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,000 | $14.1 萬 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 0 | $14.1 萬 | 0.07% | 0 | 不變 |
| Proequities, Inc. | 894 | $12.6 萬 | 0.01% | −22−2.4% | 減碼 |
| State of Wyoming | 871 | $12.3 萬 | 0.08% | +871 | 新進 |
| Parallel Advisors, LLC | 827 | $11.6 萬 | 0.00% | +16+2.0% | 加碼 |
| San Francisco Sentry Investment Group (Ca) | 800 | $11.3 萬 | 0.06% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 800 | $11.2 萬 | 0.01% | +800 | 新進 |
| Isthmus Partners, LLC | 675 | $9.50 萬 | 0.02% | +675 | 新進 |
| Exos Asset Management LLC | 609 | $8.60 萬 | 0.04% | +609 | 新進 |
| FourThought Financial, LLC | 570 | $8.00 萬 | 0.01% | −11−1.9% | 減碼 |
| Central Trust Co | 567 | $8.00 萬 | 0.00% | +15+2.7% | 加碼 |
| Smithfield Trust Co | 569 | $8.00 萬 | 0.01% | +569 | 新進 |
| Van Eck Associates Corp | 563 | $7.90 萬 | 0.00% | +342+154.8% | 加碼 |
| Parkside Financial Bank & Trust | 545 | $7.70 萬 | 0.02% | +29+5.6% | 加碼 |
| Acadian Asset Management LLC | 478 | $6.70 萬 | 0.00% | −18,510−97.5% | 減碼 |
| First Bank & Trust | 444 | $6.20 萬 | 0.03% | +373+525.4% | 加碼 |
| Altshuler Shaham Ltd | 415 | $5.80 萬 | 0.00% | +415 | 新進 |
| Fieldpoint Private Securities, LLC | 384 | $5.20 萬 | 0.01% | −148−27.8% | 減碼 |
| Eagle Bay Advisors LLC | 349 | $5.20 萬 | 0.04% | +349 | 新進 |
| Atwood & Palmer Inc | 364 | $5.10 萬 | 0.00% | +364 | 新進 |
| Harvest Fund Management Co., Ltd | 351 | $4.90 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 336 | $4.70 萬 | 0.01% | −65−16.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 300 | $4.20 萬 | 0.00% | −14,500−98.0% | 減碼 |
| Bessemer Group Inc | 270 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 265 | $3.70 萬 | 0.00% | +89+50.6% | 加碼 |
| Sageworth Trust Co | 240 | $3.40 萬 | 0.00% | +240 | 新進 |
| First Quadrant L P | 236 | $3.30 萬 | 0.00% | −2,656−91.8% | 減碼 |
| FinTrust Capital Advisors, LLC | 224 | $3.20 萬 | 0.01% | 00.0% | 不變 |
| JJJ Advisors Inc. | 223 | $3.10 萬 | 0.01% | 00.0% | 不變 |
| Piscataqua Savings Bank | 200 | $2.80 萬 | 0.02% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 196 | $2.80 萬 | 0.01% | +67+51.9% | 加碼 |
| Lazard Asset Management LLC | 197 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 190 | $2.60 萬 | 0.00% | +14+8.0% | 加碼 |
| American Portfolios Advisors | 183 | $2.58 萬 | 0.00% | −130−41.5% | 減碼 |
| Castleview Partners, LLC | 179 | $2.50 萬 | 0.01% | +179 | 新進 |
| M&R Capital Management Inc | 170 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| Hanseatic Management Services Inc | 156 | $2.20 萬 | 0.04% | +1+0.6% | 加碼 |
| FMR LLC | 143 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 145 | $2.00 萬 | 0.03% | +145 | 新進 |
| Tradition Wealth Management, LLC | 138 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 105 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 100 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 85 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 80 | $1.10 萬 | 0.00% | −4,000−98.0% | 減碼 |
| Salem Investment Counselors Inc | 75 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 71 | $1.00 萬 | 0.00% | −2,498−97.2% | 減碼 |