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 3 季 13F 持有人
Evercore Inc. 在 2021/9/30 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
- 426
- 較 2021 年第 2 季 +4 家
- 持有股數
- 3,468 萬
- 較 2021 年第 2 季 −92.9 萬 (−2.6%)
- 總市值
- $46.4 億
- 較 2021 年第 2 季 −$3.84 億 (−7.7%)
- 新進機構
- 48
- 另有 138 家加碼
- 清倉機構
- 44
- 另有 163 家減碼
另有 7 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,704,097 | $4.95 億 | 0.01% | −135,431−3.5% | 減碼 |
| BlackRock Inc. | 3,425,380 | $4.58 億 | 0.01% | −154,345−4.3% | 減碼 |
| JPMorgan Chase & Co | 1,584,843 | $2.12 億 | 0.03% | −410,202−20.6% | 減碼 |
| Goldman Sachs Group Inc | 1,043,222 | $1.39 億 | 0.04% | −113,784−9.8% | 減碼 |
| State Street Corp | 1,037,602 | $1.39 億 | 0.01% | −14,439−1.4% | 減碼 |
| Dimensional Fund Advisors LP | 898,285 | $1.20 億 | 0.04% | +8,951+1.0% | 加碼 |
| Morgan Stanley | 754,489 | $1.01 億 | 0.01% | −80,048−9.6% | 減碼 |
| Millennium Management LLC | 722,552 | $9,658 萬 | 0.13% | +354,082+96.1% | 加碼 |
| Charles Schwab Investment Management Inc | 645,405 | $8,627 萬 | 0.03% | −56,041−8.0% | 減碼 |
| Bank of New York Mellon Corp | 609,772 | $8,151 萬 | 0.02% | +8,124+1.4% | 加碼 |
| Boston Partners | 565,530 | $7,636 萬 | 0.10% | +33,846+6.4% | 加碼 |
| Geode Capital Management, LLC | 571,096 | $7,634 萬 | 0.01% | −9,366−1.6% | 減碼 |
| Wells Fargo & Company | 566,817 | $7,577 萬 | 0.02% | −62,138−9.9% | 減碼 |
| Invesco Ltd. | 560,297 | $7,490 萬 | 0.02% | +87,537+18.5% | 加碼 |
| Lord, Abbett & Co. LLC | 494,984 | $6,617 萬 | 0.16% | +76,763+18.4% | 加碼 |
| Norges Bank | 485,959 | $6,496 萬 | 0.01% | +39,969+9.0% | 加碼 |
| Scout Investments, Inc. | 434,826 | $5,812 萬 | 0.87% | −14,070−3.1% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 428,757 | $5,731 萬 | 0.18% | −980−0.2% | 減碼 |
| Northern Trust Corp | 428,683 | $5,730 萬 | 0.01% | −15,531−3.5% | 減碼 |
| Ceredex Value Advisors LLC | 410,816 | $5,491 萬 | 0.62% | +13,707+3.5% | 加碼 |
| Point72 Asset Management, L.P. | 404,000 | $5,400 萬 | 0.26% | +404,000 | 新進 |
| Bahl & Gaynor Inc | 380,551 | $5,087 萬 | 0.31% | +8,820+2.4% | 加碼 |
| Franklin Resources Inc | 356,139 | $4,761 萬 | 0.02% | +2,657+0.8% | 加碼 |
| Nuveen Asset Management, LLC | 336,401 | $4,497 萬 | 0.01% | −15,620−4.4% | 減碼 |
| Frontier Capital Management Co LLC | 316,713 | $4,234 萬 | 0.33% | −8,527−2.6% | 減碼 |
| TimesSquare Capital Management, LLC | 304,775 | $4,074 萬 | 0.36% | −29,575−8.8% | 減碼 |
| Nitorum Capital, L.P. | 300,900 | $4,022 萬 | 1.91% | 00.0% | 不變 |
| Bernzott Capital Advisors | 284,214 | $3,799 萬 | 3.42% | −9,051−3.1% | 減碼 |
| Copeland Capital Management, LLC | 277,084 | $3,704 萬 | 1.05% | +5,614+2.1% | 加碼 |
| Principal Financial Group Inc | 267,721 | $3,579 萬 | 0.02% | +13,817+5.4% | 加碼 |
| Granite Investment Partners, LLC | 266,510 | $3,562 萬 | 1.11% | −8,931−3.2% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 261,112 | $3,490 萬 | 0.23% | +88,823+51.6% | 加碼 |
| Bank of America Corp | 260,528 | $3,483 萬 | 0.00% | +13,250+5.4% | 加碼 |
| STRS Ohio | 242,487 | $3,241 萬 | 0.12% | +232,262+2,271.5% | 加碼 |
| Ariel Investments, LLC | 239,398 | $3,200 萬 | 0.29% | −18,848−7.3% | 減碼 |
| Man Group plc | 229,582 | $3,069 萬 | 0.11% | +70,811+44.6% | 加碼 |
| Clark Capital Management Group, Inc. | 228,551 | $3,055 萬 | 0.42% | +4,562+2.0% | 加碼 |
| Aristotle Capital Boston, LLC | 226,742 | $3,031 萬 | 0.71% | −96,955−30.0% | 減碼 |
| Great Lakes Advisors, LLC | 212,663 | $2,843 萬 | 0.44% | −6,941−3.2% | 減碼 |
| Prudential Financial Inc | 205,928 | $2,753 萬 | 0.04% | +9,806+5.0% | 加碼 |
| Wellington Management Group LLP | 199,687 | $2,669 萬 | 0.00% | −150,513−43.0% | 減碼 |
| Marshall Wace Asia Ltd | 193,627 | $2,588 萬 | 0.61% | +102,560+112.6% | 加碼 |
| Wedge Capital Management L L P | 191,347 | $2,558 萬 | 0.33% | −28,433−12.9% | 減碼 |
| Royal Bank of Canada | 185,040 | $2,473 萬 | 0.01% | +19,884+12.0% | 加碼 |
| AQR Capital Management LLC | 183,850 | $2,458 萬 | 0.05% | +66,797+57.1% | 加碼 |
| Glenmede Trust Co NA | 177,925 | $2,378 萬 | 0.12% | −43,032−19.5% | 減碼 |
| UBS Asset Management Americas Inc | 168,268 | $2,249 萬 | 0.01% | −8,186−4.6% | 減碼 |
| State of Wisconsin Investment Board | 158,751 | $2,122 萬 | 0.04% | +760.0% | 加碼 |
| Royce & Associates LP | 148,814 | $1,989 萬 | 0.15% | −65,202−30.5% | 減碼 |
| Parametric Portfolio Associates LLC | 148,665 | $1,987 萬 | 0.01% | −1,975−1.3% | 減碼 |
| FIL Ltd | 144,058 | $1,926 萬 | 0.02% | −8,512−5.6% | 減碼 |
| Allianz Asset Management GmbH | 143,601 | $1,920 萬 | 0.02% | +28,590+24.9% | 加碼 |
| Bank of Montreal | 137,892 | $1,892 萬 | 0.01% | −13,711−9.0% | 減碼 |
| Ziegler Capital Management, LLC | 139,598 | $1,874 萬 | 0.68% | +65,270+87.8% | 加碼 |
| Retirement Systems of Alabama | 137,229 | $1,834 萬 | 0.07% | −1,999−1.4% | 減碼 |
| First Trust Advisors LP | 134,461 | $1,797 萬 | 0.02% | −32,929−19.7% | 減碼 |
| Boston Trust Walden Corp | 130,317 | $1,742 萬 | 0.15% | +130,317 | 新進 |
| Alps Advisors Inc | 127,626 | $1,706 萬 | 0.16% | +125,215+5,193.5% | 加碼 |
| Richard C. Young & CO., LTD. | 125,510 | $1,678 萬 | 2.30% | −1,828−1.4% | 減碼 |
| Ameriprise Financial Inc | 118,213 | $1,580 萬 | 0.01% | −43,306−26.8% | 減碼 |
| Barclays PLC | 117,724 | $1,574 萬 | 0.01% | +64,873+122.7% | 加碼 |
| Peregrine Capital Management LLC | 115,829 | $1,548 萬 | 0.32% | −22,880−16.5% | 減碼 |
| Hillcrest Asset Management LLC | 113,974 | $1,524 萬 | 2.18% | −4,690−4.0% | 減碼 |
| Moody Aldrich Partners LLC | 112,199 | $1,500 萬 | 1.90% | +14,771+15.2% | 加碼 |
| UBS Group AG | 112,142 | $1,499 萬 | 0.01% | +3,193+2.9% | 加碼 |
| Thrivent Financial for Lutherans | 109,877 | $1,469 萬 | 0.03% | −295,002−72.9% | 減碼 |
| Schroder Investment Management Group | 102,967 | $1,376 萬 | 0.02% | −14,940−12.7% | 減碼 |
| Rhumbline Advisers | 102,495 | $1,370 萬 | 0.02% | −6,527−6.0% | 減碼 |
| Voloridge Investment Management, LLC | 98,829 | $1,321 萬 | 0.09% | +4,614+4.9% | 加碼 |
| Basswood Capital Management, L.L.C. | 97,016 | $1,297 萬 | 0.53% | 00.0% | 不變 |
| California Public Employees Retirement System | 96,245 | $1,287 萬 | 0.01% | −1,714−1.7% | 減碼 |
| Envestnet Asset Management Inc | 92,717 | $1,239 萬 | 0.01% | +371+0.4% | 加碼 |
| American Century Companies Inc | 90,838 | $1,214 萬 | 0.01% | +1,853+2.1% | 加碼 |
| Swiss National Bank | 90,400 | $1,208 萬 | 0.01% | −2,200−2.4% | 減碼 |
| Massachusetts Financial Services Co | 89,243 | $1,193 萬 | 0.00% | −5,777−6.1% | 減碼 |
| Legal & General Group Plc | 87,621 | $1,171 萬 | 0.00% | +1,549+1.8% | 加碼 |
| Alliancebernstein L.P. | 87,382 | $1,168 萬 | 0.00% | −3,786−4.2% | 減碼 |
| CCM Investment Advisers LLC | 84,955 | $1,136 萬 | 1.48% | −879−1.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 83,252 | $1,113 萬 | 0.07% | +1,268+1.5% | 加碼 |
| AXA S.A. | 80,900 | $1,081 萬 | 0.03% | +18,800+30.3% | 加碼 |
| First Republic Investment Management, Inc. | 80,837 | $1,081 萬 | 0.03% | +1,746+2.2% | 加碼 |
| SEI Investments Co | 76,750 | $1,023 萬 | 0.02% | −34,601−31.1% | 減碼 |
| Nordea Investment Management AB | 73,929 | $1,014 萬 | 0.01% | −822−1.1% | 減碼 |
| Westwood Holdings Group Inc. | 75,625 | $1,011 萬 | 0.11% | −10,945−12.6% | 減碼 |
| Comerica Bank | 62,410 | $999.1 萬 | 0.06% | −4,954−7.4% | 減碼 |
| Artemis Investment Management LLP | 71,630 | $957.2 萬 | 0.08% | −3,529−4.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 70,723 | $945.3 萬 | 0.01% | +62,614+772.2% | 加碼 |
| Eaton Vance Management | 70,454 | $938.1 萬 | 0.01% | 00.0% | 不變 |
| Pier Capital, LLC | 69,714 | $931.9 萬 | 0.97% | −715−1.0% | 減碼 |
| American International Group, Inc. | 68,287 | $912.8 萬 | 0.05% | −14,558−17.6% | 減碼 |
| Venturi Wealth Management, LLC | 67,860 | $907.1 萬 | 0.76% | −3,794−5.3% | 減碼 |
| Nomura Holdings Inc | 65,800 | $906.7 萬 | 0.07% | +37,200+130.1% | 加碼 |
| California State Teachers Retirement System | 67,127 | $897.3 萬 | 0.01% | −1,183−1.7% | 減碼 |
| Alyeska Investment Group, L.P. | 65,518 | $875.8 萬 | 0.11% | +65,518 | 新進 |
| Federated Hermes, Inc. | 64,057 | $856.3 萬 | 0.02% | −664−1.0% | 減碼 |
| New York State Common Retirement Fund | 63,289 | $846.0 萬 | 0.01% | −1,511−2.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 63,136 | $843.9 萬 | 0.06% | −5,442−7.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 61,185 | $817.9 萬 | 0.02% | −2,398−3.8% | 減碼 |
| State of Tennessee, Treasury Department | 60,074 | $803.1 萬 | 0.03% | −5,749−8.7% | 減碼 |
| Jacobs Levy Equity Management, Inc | 59,558 | $796.1 萬 | 0.05% | +59,558 | 新進 |