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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 2,688 | $35.9 萬 | 0.02% | −2,218−45.2% | 減碼 |
| Symmetry Partners, LLC | 2,467 | $35.3 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 2,556 | $34.1 萬 | 0.01% | +2,556 | 新進 |
| M&T Bank Corp | 2,500 | $33.4 萬 | 0.00% | +522+26.4% | 加碼 |
| Commonwealth Equity Services, LLC | 2,472 | $33.0 萬 | 0.00% | +132+5.6% | 加碼 |
| Caxton Associates LP | 2,394 | $32.0 萬 | 0.05% | −1,725−41.9% | 減碼 |
| Shelton Capital Management | 2,355 | $31.5 萬 | 0.01% | 00.0% | 不變 |
| Pendal Group Limited | 2,316 | $31.0 萬 | 0.00% | −543−19.0% | 減碼 |
| Ci Investments Inc. | 2,268 | $30.3 萬 | 0.00% | +42+1.9% | 加碼 |
| Mackenzie Financial Corp | 2,240 | $29.9 萬 | 0.00% | −51−2.2% | 減碼 |
| Wambolt & Associates, LLC | 2,116 | $29.2 萬 | 0.12% | +488+30.0% | 加碼 |
| Sciencast Management LP | 1,937 | $28.6 萬 | 0.08% | +1,937 | 新進 |
| Rice Hall James & Associates, LLC | 2,123 | $28.4 萬 | 0.01% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 2,123 | $28.4 萬 | 0.03% | +126+6.3% | 加碼 |
| Quantitative Investment Management, LLC | 2,105 | $28.1 萬 | 0.03% | +2,105 | 新進 |
| Old National Bancorp | 2,016 | $27.0 萬 | 0.01% | −206−9.3% | 減碼 |
| NEXT Financial Group, Inc | 2,022 | $27.0 萬 | 0.02% | +1,951+2,747.9% | 加碼 |
| D.A. Davidson & Co. | 2,006 | $26.8 萬 | 0.00% | +29+1.5% | 加碼 |
| Utah Retirement Systems | 2,000 | $26.7 萬 | 0.00% | −100−4.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,985 | $26.5 萬 | 0.01% | −209−9.5% | 減碼 |
| Ingalls & Snyder LLC | 1,947 | $26.0 萬 | 0.01% | −97−4.7% | 減碼 |
| Origin Asset Management LLP | 1,939 | $25.9 萬 | 0.06% | 00.0% | 不變 |
| Assetmark, Inc | 1,922 | $25.7 萬 | 0.00% | −3,608−65.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 1,907 | $25.5 萬 | 0.03% | −13−0.7% | 減碼 |
| Ritholtz Wealth Management | 1,900 | $25.4 萬 | 0.02% | +1,900 | 新進 |
| World Asset Management Inc | 1,869 | $25.0 萬 | 0.02% | −153−7.6% | 減碼 |
| Profund Advisors LLC | 1,857 | $24.8 萬 | 0.01% | −355−16.0% | 減碼 |
| Convergence Investment Partners, LLC | 1,848 | $24.7 萬 | 0.13% | −713−27.8% | 減碼 |
| Csenge Advisory Group | 1,789 | $24.7 萬 | 0.02% | −29−1.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 1,850 | $24.7 萬 | 0.08% | +1,850 | 新進 |
| People's United Financial, Inc. | 1,851 | $24.7 萬 | 0.01% | +1,851 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 1,739 | $23.2 萬 | 0.00% | −54−3.0% | 減碼 |
| Change Path, LLC | 1,727 | $23.1 萬 | 0.01% | +1,727 | 新進 |
| Dynamic Advisor Solutions LLC | 1,715 | $22.9 萬 | 0.02% | −8−0.5% | 減碼 |
| SG Americas Securities, LLC | 1,701 | $22.7 萬 | 0.00% | −6,376−78.9% | 減碼 |
| CIBC Asset Management Inc | 1,680 | $22.5 萬 | 0.00% | +176+11.7% | 加碼 |
| Covenant Partners, LLC | 1,652 | $22.1 萬 | 0.09% | −12−0.7% | 減碼 |
| Bridgefront Capital, LLC | 1,624 | $21.7 萬 | 0.23% | +1,624 | 新進 |
| Evercore Wealth Management, LLC | 1,600 | $21.4 萬 | 0.00% | −10−0.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,534 | $20.4 萬 | 0.00% | −159−9.4% | 減碼 |
| Prudential PLC | 1,521 | $20.3 萬 | 0.00% | −1,824−54.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,503 | $20.1 萬 | 0.04% | +36+2.5% | 加碼 |
| First Mercantile Trust Co | 1,481 | $19.8 萬 | 0.03% | −100−6.3% | 減碼 |
| AGF Investments LLC | 1,433 | $19.2 萬 | 0.02% | −89−5.8% | 減碼 |
| Quantbot Technologies LP | 1,353 | $18.0 萬 | 0.01% | −3,900−74.2% | 減碼 |
| Contravisory Investment Management, Inc. | 1,342 | $17.9 萬 | 0.05% | +1,342 | 新進 |
| Vestcor Inc | 1,200 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| Van Eck Associates Corp | 1,142 | $15.3 萬 | 0.00% | +579+102.8% | 加碼 |
| Arlington Partners LLC | 1,066 | $14.2 萬 | 0.04% | 00.0% | 不變 |
| BBVA USA | 1,021 | $13.6 萬 | 0.01% | −129−11.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 1,000 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 0 | $13.4 萬 | 0.10% | 0 | 不變 |
| Rockefeller Capital Management L.P. | 972 | $12.9 萬 | 0.00% | −447−31.5% | 減碼 |
| Altshuler Shaham Ltd | 912 | $12.3 萬 | 0.00% | +497+119.8% | 加碼 |
| Proequities, Inc. | 865 | $11.6 萬 | 0.01% | −29−3.2% | 減碼 |
| Parallel Advisors, LLC | 808 | $10.8 萬 | 0.00% | −19−2.3% | 減碼 |
| Parkside Financial Bank & Trust | 644 | $8.60 萬 | 0.03% | +99+18.2% | 加碼 |
| FourThought Financial, LLC | 588 | $7.80 萬 | 0.01% | +18+3.2% | 加碼 |
| Smithfield Trust Co | 552 | $7.40 萬 | 0.00% | −17−3.0% | 減碼 |
| Walleye Trading LLC | 530 | $7.10 萬 | 0.00% | −3,545−87.0% | 減碼 |
| State of Wyoming | 472 | $6.30 萬 | 0.04% | −399−45.8% | 減碼 |
| First Bank & Trust | 444 | $5.90 萬 | 0.03% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 384 | $5.10 萬 | 0.01% | 00.0% | 不變 |
| Atwood & Palmer Inc | 364 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 352 | $4.70 萬 | 0.00% | +82+30.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 351 | $4.60 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 341 | $4.56 萬 | 0.00% | +158+86.3% | 加碼 |
| Quadrant Capital Group LLC | 335 | $4.50 萬 | 0.01% | −1−0.3% | 減碼 |
| First Horizon Advisors, Inc. | 345 | $4.50 萬 | 0.00% | +345 | 新進 |
| JJJ Advisors Inc. | 326 | $4.40 萬 | 0.02% | +103+46.2% | 加碼 |
| Central Trust Co | 316 | $4.20 萬 | 0.00% | −251−44.3% | 減碼 |
| FMR LLC | 272 | $3.60 萬 | 0.00% | +129+90.2% | 加碼 |
| Eagle Bay Advisors LLC | 269 | $3.50 萬 | 0.02% | −80−22.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 250 | $3.30 萬 | 0.00% | +250 | 新進 |
| Sageworth Trust Co | 240 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| First Quadrant L P | 236 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 224 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 208 | $2.80 萬 | 0.00% | +153+278.2% | 加碼 |
| Piscataqua Savings Bank | 200 | $2.70 萬 | 0.02% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 191 | $2.50 萬 | 0.00% | +1+0.5% | 加碼 |
| Clearstead Advisors, LLC | 189 | $2.50 萬 | 0.00% | +189 | 新進 |
| Lazard Asset Management LLC | 178 | $2.30 萬 | 0.00% | −19−9.6% | 減碼 |
| M&R Capital Management Inc | 170 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| MUFG Americas Holdings Corp | 162 | $2.20 萬 | 0.00% | +162 | 新進 |
| Hanseatic Management Services Inc | 156 | $2.10 萬 | 0.04% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 152 | $2.00 萬 | 0.00% | +78+105.4% | 加碼 |
| Tradition Wealth Management, LLC | 138 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 126 | $1.70 萬 | 0.00% | −70−35.7% | 減碼 |
| Creative Financial Designs Inc | 105 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 104 | $1.40 萬 | 0.00% | +104 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 100 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 100 | $1.30 萬 | 0.00% | +100 | 新進 |
| Larson Financial Group LLC | 86 | $1.10 萬 | 0.00% | +1+1.2% | 加碼 |
| Salem Investment Counselors Inc | 75 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 75 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 67 | $9,000 | 0.00% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 70 | $9,000 | 0.00% | +70 | 新進 |
| SRS Capital Advisors, Inc. | 61 | $8,000 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 55 | $7,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 56 | $7,000 | 0.00% | 00.0% | 不變 |