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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 7,826 | $104.6 萬 | 0.01% | +639+8.9% | 加碼 |
| Gotham Asset Management, LLC | 7,902 | $105.6 萬 | 0.04% | −1,443−15.4% | 減碼 |
| Atria Investments LLC | 7,930 | $106.0 萬 | 0.02% | +7,930 | 新進 |
| Redwood Investment Management, LLC | 8,088 | $108.1 萬 | 0.15% | +8,088 | 新進 |
| Campbell Newman Asset Management Inc | 8,128 | $108.6 萬 | 0.11% | +423+5.5% | 加碼 |
| Handelsbanken Fonder AB | 8,137 | $108.8 萬 | 0.01% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 8,164 | $109.1 萬 | 0.04% | +452+5.9% | 加碼 |
| Pinebridge Investments, L.P. | 8,294 | $110.9 萬 | 0.01% | +2,693+48.1% | 加碼 |
| Capital Impact Advisors, LLC | 8,667 | $115.9 萬 | 0.46% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 8,700 | $116.3 萬 | 0.04% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 9,011 | $120.5 萬 | 0.06% | +1,411+18.6% | 加碼 |
| Keybank National Association | 9,185 | $122.8 萬 | 0.01% | −165−1.8% | 減碼 |
| Winton Group Ltd | 9,341 | $124.9 萬 | 0.07% | +3,534+60.9% | 加碼 |
| NN Investment Partners Holdings N.V. | 9,365 | $125.1 萬 | 0.01% | −1,100−10.5% | 減碼 |
| Bridge City Capital, LLC | 9,568 | $127.9 萬 | 0.58% | −2,554−21.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,613 | $128.5 萬 | 0.01% | +5,834+154.4% | 加碼 |
| Cim, LLC | 8,548 | $129.3 萬 | 0.20% | +285+3.4% | 加碼 |
| CIBC World Markets Inc. | 9,682 | $129.4 萬 | 0.00% | +241+2.6% | 加碼 |
| State of Alaska, Department of Revenue | 9,778 | $130.6 萬 | 0.01% | −241−2.4% | 減碼 |
| State of Michigan Retirement System | 9,914 | $132.5 萬 | 0.01% | −400−3.9% | 減碼 |
| O'Shares Investment Advisers, LLC | 9,937 | $132.8 萬 | 0.10% | −8,103−44.9% | 減碼 |
| CWM Advisors, LLC | 9,996 | $133.6 萬 | 0.17% | −2,232−18.3% | 減碼 |
| BancorpSouth Bank | 10,045 | $134.3 萬 | 0.19% | −40.0% | 減碼 |
| Louisiana State Employees Retirement System | 10,100 | $135.0 萬 | 0.03% | −500−4.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 10,296 | $137.6 萬 | 0.00% | +392+4.0% | 加碼 |
| James Investment Research Inc | 10,350 | $138.3 萬 | 0.13% | 00.0% | 不變 |
| Fifth Third Bancorp | 10,344 | $138.3 萬 | 0.01% | +56+0.5% | 加碼 |
| Picton Mahoney Asset Management | 10,410 | $139.1 萬 | 0.05% | −49,753−82.7% | 減碼 |
| Toroso Investments, LLC | 10,452 | $139.7 萬 | 0.05% | +1,825+21.2% | 加碼 |
| Cornercap Investment Counsel Inc | 10,459 | $139.8 萬 | 0.16% | +159+1.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 10,505 | $140.4 萬 | 0.05% | −563−5.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 10,540 | $142.9 萬 | 0.00% | +440+4.4% | 加碼 |
| Rocky Mountain Advisers, LLC | 10,950 | $146.4 萬 | 1.78% | +10,950 | 新進 |
| Dynamic Technology Lab Private Ltd | 11,080 | $148.1 萬 | 0.18% | +11,080 | 新進 |
| Arizona State Retirement System | 11,154 | $149.1 萬 | 0.01% | −269−2.4% | 減碼 |
| Blueshift Asset Management, LLC | 11,161 | $149.2 萬 | 0.08% | +11,161 | 新進 |
| Meeder Asset Management Inc | 11,605 | $155.1 萬 | 0.08% | +1,493+14.8% | 加碼 |
| Advisor Group Holdings, Inc. | 11,657 | $156.2 萬 | 0.00% | −239−2.0% | 減碼 |
| Janney Montgomery Scott LLC | 11,772 | $157.4 萬 | 0.01% | +79+0.7% | 加碼 |
| Essex Investment Management Co LLC | 11,793 | $157.6 萬 | 0.19% | 00.0% | 不變 |
| HSBC Holdings PLC | 11,774 | $157.7 萬 | 0.00% | −2,978−20.2% | 減碼 |
| Washington Trust Co | 11,898 | $159.0 萬 | 0.04% | −6,740−36.2% | 減碼 |
| Price T Rowe Associates Inc | 12,084 | $161.5 萬 | 0.00% | +60.0% | 加碼 |
| Aviva PLC | 12,300 | $164.4 萬 | 0.01% | +12,300 | 新進 |
| AlphaCrest Capital Management LLC | 12,318 | $164.7 萬 | 0.09% | +9,630+358.3% | 加碼 |
| Empowered Funds, LLC | 12,607 | $168.5 萬 | 0.22% | +383+3.1% | 加碼 |
| Flputnam Investment Management Co | 12,783 | $170.9 萬 | 0.06% | +1,384+12.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,102 | $175.1 萬 | 0.02% | −540−4.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 13,795 | $184.4 萬 | 0.02% | −182−1.3% | 減碼 |
| Covington Capital Management | 13,825 | $184.8 萬 | 0.07% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 13,940 | $186.3 萬 | 0.01% | +29+0.2% | 加碼 |
| Hohimer Wealth Management, LLC | 13,987 | $187.0 萬 | 0.39% | −216−1.5% | 減碼 |
| Harbor Advisors LLC | 15,000 | $200.5 萬 | 0.40% | 00.0% | 不變 |
| TCW Group Inc | 15,027 | $200.8 萬 | 0.02% | −7,937−34.6% | 減碼 |
| Monument Capital Management | 15,097 | $201.8 萬 | 0.69% | −201−1.3% | 減碼 |
| Deutsche Bank AG | 15,302 | $204.5 萬 | 0.00% | −2,283−13.0% | 減碼 |
| Vident Investment Advisory, LLC | 15,334 | $205.0 萬 | 0.06% | −1,824−10.6% | 減碼 |
| Nations Financial Group Inc, | 15,437 | $206.3 萬 | 0.31% | +768+5.2% | 加碼 |
| Prana Capital Management, LP | 15,744 | $210.5 萬 | 0.19% | +2,946+23.0% | 加碼 |
| Castellan Group, LLC | 16,150 | $215.9 萬 | 1.11% | +16,150 | 新進 |
| Adage Capital Partners GP, L.L.C. | 16,363 | $218.7 萬 | 0.00% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 17,400 | $232.6 萬 | 0.18% | −106,472−86.0% | 減碼 |
| Alaska Permanent Fund Corp | 17,800 | $237.9 萬 | 0.05% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 18,592 | $248.5 萬 | 0.02% | −4,905−20.9% | 減碼 |
| Mastrapasqua Asset Management Inc | 18,635 | $249.1 萬 | 0.27% | +7,490+67.2% | 加碼 |
| Cinctive Capital Management LP | 18,636 | $249.1 萬 | 0.14% | +18,636 | 新進 |
| Verition Fund Management LLC | 18,708 | $250.1 萬 | 0.04% | +18,708 | 新進 |
| APG Asset Management N.V. | 21,760 | $251.0 萬 | 0.00% | −26,800−55.2% | 減碼 |
| MetLife Investment Management | 19,052 | $254.7 萬 | 0.02% | −1,410−6.9% | 減碼 |
| Verdence Capital Advisors LLC | 19,956 | $266.8 萬 | 0.35% | +211+1.1% | 加碼 |
| Great West Life Assurance Co | 19,875 | $267.7 萬 | 0.01% | +2,810+16.5% | 加碼 |
| Tudor Investment Corp Et Al | 20,218 | $270.3 萬 | 0.06% | +20,218 | 新進 |
| WBI Investments | 20,539 | $271.0 萬 | 0.45% | +20,539 | 新進 |
| Citadel Advisors LLC | 20,628 | $275.7 萬 | 0.00% | −344,050−94.3% | 減碼 |
| IFP Advisors, Inc | 20,795 | $277.5 萬 | 0.06% | −274−1.3% | 減碼 |
| Donoghue Forlines LLC | 21,635 | $289.2 萬 | 0.56% | +9,243+74.6% | 加碼 |
| Virginia Retirement Systems Et Al | 21,900 | $292.7 萬 | 0.03% | +1,700+8.4% | 加碼 |
| Bokf, NA | 21,931 | $293.2 萬 | 0.05% | +21,931 | 新進 |
| Zacks Investment Management | 22,049 | $294.7 萬 | 0.05% | +237+1.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 22,111 | $295.6 萬 | 0.01% | −1,923−8.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 22,392 | $299.3 萬 | 0.05% | −38,551−63.3% | 減碼 |
| Squarepoint Ops LLC | 22,914 | $306.3 萬 | 0.02% | +20,008+688.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 23,339 | $312.0 萬 | 0.14% | +23,339 | 新進 |
| Brinker Capital Investments, LLC | 22,187 | $312.3 萬 | 0.05% | 00.0% | 不變 |
| Macquarie Group Ltd | 24,230 | $323.8 萬 | 0.00% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 24,431 | $326.6 萬 | 0.01% | −40,469−62.4% | 減碼 |
| Sarasin & Partners LLP | 25,000 | $334.2 萬 | 0.03% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 26,349 | $352.2 萬 | 0.04% | −11,284−30.0% | 減碼 |
| Hussman Strategic Advisors, Inc. | 27,900 | $372.9 萬 | 0.82% | +6,200+28.6% | 加碼 |
| Nisa Investment Advisors, LLC | 28,547 | $381.6 萬 | 0.02% | +24,242+563.1% | 加碼 |
| Stifel Financial Corp | 28,677 | $383.4 萬 | 0.01% | −1,961−6.4% | 減碼 |
| Voya Investment Management LLC | 29,285 | $391.5 萬 | 0.01% | −877−2.9% | 減碼 |
| Texas Permanent School Fund | 29,336 | $392.1 萬 | 0.05% | −1,181−3.9% | 減碼 |
| Segall Bryant & Hamill, LLC | 30,521 | $407.9 萬 | 0.04% | +863+2.9% | 加碼 |
| Employees Retirement System of Texas | 31,500 | $421.1 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 31,609 | $422.5 萬 | 0.01% | +1,021+3.3% | 加碼 |
| Morse Asset Management, Inc | 32,045 | $428.3 萬 | 1.02% | +1,880+6.2% | 加碼 |
| Pekin Hardy Strauss, Inc. | 32,209 | $430.5 萬 | 0.62% | −4,500−12.3% | 減碼 |
| Amalgamated Bank | 34,182 | $456.9 萬 | 0.04% | −3,879−10.2% | 減碼 |
| Mutual of America Capital Management LLC | 34,991 | $467.7 萬 | 0.05% | −832−2.3% | 減碼 |