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 4 季 13F 持有人
Evercore Inc. 在 2021/12/31 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
- 439
- 較 2021 年第 3 季 +21 家
- 持有股數
- 3,439 萬
- 較 2021 年第 3 季 −9.23 萬 (−0.3%)
- 總市值
- $46.7 億
- 較 2021 年第 3 季 +$5,728 萬 (+1.2%)
- 新進機構
- 64
- 另有 147 家加碼
- 清倉機構
- 43
- 另有 168 家減碼
另有 8 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,765,348 | $5.12 億 | 0.01% | +61,251+1.7% | 加碼 |
| BlackRock Inc. | 3,434,997 | $4.67 億 | 0.01% | +9,617+0.3% | 加碼 |
| JPMorgan Chase & Co | 1,212,030 | $1.65 億 | 0.02% | −372,813−23.5% | 減碼 |
| Lord, Abbett & Co. LLC | 1,078,753 | $1.47 億 | 0.33% | +583,769+117.9% | 加碼 |
| State Street Corp | 1,067,375 | $1.45 億 | 0.01% | +29,773+2.9% | 加碼 |
| Goldman Sachs Group Inc | 1,036,691 | $1.41 億 | 0.03% | −6,531−0.6% | 減碼 |
| Dimensional Fund Advisors LP | 868,476 | $1.18 億 | 0.04% | −29,809−3.3% | 減碼 |
| Millennium Management LLC | 858,511 | $1.17 億 | 0.13% | +135,959+18.8% | 加碼 |
| Morgan Stanley | 769,931 | $1.05 億 | 0.01% | +15,442+2.0% | 加碼 |
| Invesco Ltd. | 671,612 | $9,124 萬 | 0.02% | +111,315+19.9% | 加碼 |
| Charles Schwab Investment Management Inc | 636,177 | $8,643 萬 | 0.03% | −9,228−1.4% | 減碼 |
| Bank of New York Mellon Corp | 596,670 | $8,106 萬 | 0.01% | −13,102−2.1% | 減碼 |
| Geode Capital Management, LLC | 574,856 | $7,809 萬 | 0.01% | +3,760+0.7% | 加碼 |
| Boston Partners | 560,489 | $7,626 萬 | 0.09% | −5,041−0.9% | 減碼 |
| Northern Trust Corp | 429,780 | $5,839 萬 | 0.01% | +1,097+0.3% | 加碼 |
| Bahl & Gaynor Inc | 392,532 | $5,333 萬 | 0.30% | +11,981+3.1% | 加碼 |
| Franklin Resources Inc | 383,187 | $5,206 萬 | 0.02% | +27,048+7.6% | 加碼 |
| TimesSquare Capital Management, LLC | 379,255 | $5,152 萬 | 0.46% | +74,480+24.4% | 加碼 |
| Norges Bank | 363,805 | $4,942 萬 | 0.01% | −122,154−25.1% | 減碼 |
| Copeland Capital Management, LLC | 358,872 | $4,875 萬 | 1.27% | +81,788+29.5% | 加碼 |
| Ceredex Value Advisors LLC | 326,727 | $4,439 萬 | 0.48% | −84,089−20.5% | 減碼 |
| Man Group plc | 323,255 | $4,392 萬 | 0.14% | +93,673+40.8% | 加碼 |
| Deutsche Bank AG | 318,167 | $4,322 萬 | 0.02% | +302,865+1,979.3% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 315,177 | $4,282 萬 | 0.13% | −113,580−26.5% | 減碼 |
| Nitorum Capital, L.P. | 314,500 | $4,273 萬 | 2.00% | +13,600+4.5% | 加碼 |
| Bank of America Corp | 305,819 | $4,155 萬 | 0.00% | +45,291+17.4% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 303,864 | $4,128 萬 | 0.24% | +42,752+16.4% | 加碼 |
| Frontier Capital Management Co LLC | 298,699 | $4,058 萬 | 0.32% | −18,014−5.7% | 減碼 |
| Granite Investment Partners, LLC | 279,893 | $3,802 萬 | 1.11% | +13,383+5.0% | 加碼 |
| Wells Fargo & Company | 258,261 | $3,509 萬 | 0.01% | −308,556−54.4% | 減碼 |
| First Trust Advisors LP | 255,613 | $3,473 萬 | 0.03% | +121,152+90.1% | 加碼 |
| Nuveen Asset Management, LLC | 249,888 | $3,395 萬 | 0.01% | −86,513−25.7% | 減碼 |
| Scout Investments, Inc. | 248,686 | $3,378 萬 | 0.49% | −186,140−42.8% | 減碼 |
| Clark Capital Management Group, Inc. | 241,342 | $3,279 萬 | 0.40% | +12,791+5.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 235,823 | $3,204 萬 | 0.04% | +235,823 | 新進 |
| AQR Capital Management LLC | 227,562 | $3,090 萬 | 0.06% | +43,712+23.8% | 加碼 |
| Aristotle Capital Boston, LLC | 221,315 | $3,007 萬 | 0.70% | −5,427−2.4% | 減碼 |
| Ariel Investments, LLC | 217,052 | $2,949 萬 | 0.25% | −22,346−9.3% | 減碼 |
| Virginia Retirement Systems Et Al | 216,900 | $2,947 萬 | 0.27% | +195,000+890.4% | 加碼 |
| Bernzott Capital Advisors | 210,319 | $2,857 萬 | 2.47% | −73,895−26.0% | 減碼 |
| Great Lakes Advisors, LLC | 208,380 | $2,831 萬 | 0.43% | −4,283−2.0% | 減碼 |
| Ameriprise Financial Inc | 192,460 | $2,613 萬 | 0.01% | +74,247+62.8% | 加碼 |
| Royal Bank of Canada | 185,863 | $2,525 萬 | 0.01% | +823+0.4% | 加碼 |
| Wellington Management Group LLP | 183,489 | $2,493 萬 | 0.00% | −16,198−8.1% | 減碼 |
| Glenmede Trust Co NA | 177,230 | $2,408 萬 | 0.11% | −695−0.4% | 減碼 |
| UBS Asset Management Americas Inc | 175,952 | $2,390 萬 | 0.01% | +7,684+4.6% | 加碼 |
| Wedge Capital Management L L P | 172,666 | $2,346 萬 | 0.29% | −18,681−9.8% | 減碼 |
| Schroder Investment Management Group | 170,749 | $2,320 萬 | 0.03% | +67,782+65.8% | 加碼 |
| Principal Financial Group Inc | 169,666 | $2,305 萬 | 0.01% | −98,055−36.6% | 減碼 |
| Boston Trust Walden Corp | 168,134 | $2,284 萬 | 0.18% | +37,817+29.0% | 加碼 |
| State of Wisconsin Investment Board | 153,553 | $2,086 萬 | 0.04% | −5,198−3.3% | 減碼 |
| Parametric Portfolio Associates LLC | 153,052 | $2,079 萬 | 0.01% | +4,387+3.0% | 加碼 |
| Qube Research & Technologies Ltd | 149,687 | $2,034 萬 | 0.16% | +110,289+279.9% | 加碼 |
| FIL Ltd | 144,058 | $1,957 萬 | 0.02% | 00.0% | 不變 |
| Marshall Wace, LLP | 140,423 | $1,908 萬 | 0.04% | +133,339+1,882.3% | 加碼 |
| Macquarie Group Ltd | 138,958 | $1,888 萬 | 0.02% | +114,728+473.5% | 加碼 |
| Royce & Associates LP | 136,829 | $1,859 萬 | 0.14% | −11,985−8.1% | 減碼 |
| Ziegler Capital Management, LLC | 136,648 | $1,851 萬 | 0.66% | −2,950−2.1% | 減碼 |
| AXA S.A. | 135,100 | $1,835 萬 | 0.05% | +54,200+67.0% | 加碼 |
| Retirement Systems of Alabama | 131,875 | $1,792 萬 | 0.06% | −5,354−3.9% | 減碼 |
| Panagora Asset Management Inc | 127,474 | $1,732 萬 | 0.09% | +123,988+3,556.7% | 加碼 |
| Paralel Advisors LLC | 125,000 | $1,698 萬 | 0.98% | +125,000 | 新進 |
| Richard C. Young & CO., LTD. | 122,864 | $1,669 萬 | 2.10% | −2,646−2.1% | 減碼 |
| Peregrine Capital Management LLC | 107,311 | $1,458 萬 | 0.29% | −8,518−7.4% | 減碼 |
| Voloridge Investment Management, LLC | 105,429 | $1,432 萬 | 0.08% | +6,600+6.7% | 加碼 |
| Rhumbline Advisers | 101,595 | $1,380 萬 | 0.02% | −900−0.9% | 減碼 |
| Hillcrest Asset Management LLC | 99,534 | $1,352 萬 | 2.06% | −14,440−12.7% | 減碼 |
| Envestnet Asset Management Inc | 99,328 | $1,349 萬 | 0.01% | +6,611+7.1% | 加碼 |
| UBS Group AG | 99,219 | $1,348 萬 | 0.01% | −12,923−11.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 96,962 | $1,317 萬 | 0.08% | +13,710+16.5% | 加碼 |
| Moody Aldrich Partners LLC | 96,122 | $1,306 萬 | 1.82% | −16,077−14.3% | 減碼 |
| CCM Investment Advisers LLC | 91,020 | $1,237 萬 | 1.50% | +6,065+7.1% | 加碼 |
| Primecap Management Co | 90,400 | $1,228 萬 | 0.01% | +90,400 | 新進 |
| California Public Employees Retirement System | 89,473 | $1,216 萬 | 0.01% | −6,772−7.0% | 減碼 |
| First Republic Investment Management, Inc. | 89,259 | $1,213 萬 | 0.03% | +8,422+10.4% | 加碼 |
| Legal & General Group Plc | 87,387 | $1,187 萬 | 0.00% | −234−0.3% | 減碼 |
| Swiss National Bank | 87,300 | $1,186 萬 | 0.01% | −3,100−3.4% | 減碼 |
| Alliancebernstein L.P. | 86,742 | $1,178 萬 | 0.00% | −640−0.7% | 減碼 |
| American Century Companies Inc | 85,478 | $1,161 萬 | 0.01% | −5,360−5.9% | 減碼 |
| Martingale Asset Management L P | 84,174 | $1,144 萬 | 0.15% | +39,658+89.1% | 加碼 |
| SEI Investments Co | 76,337 | $1,032 萬 | 0.02% | −413−0.5% | 減碼 |
| Massachusetts Financial Services Co | 73,273 | $995.4 萬 | 0.00% | −15,970−17.9% | 減碼 |
| Nordea Investment Management AB | 73,076 | $992.2 萬 | 0.01% | −853−1.2% | 減碼 |
| Victory Capital Management Inc | 70,591 | $959.0 萬 | 0.01% | +16,811+31.3% | 加碼 |
| Eaton Vance Management | 70,458 | $957.2 萬 | 0.01% | +40.0% | 加碼 |
| Venturi Wealth Management, LLC | 69,069 | $938.3 萬 | 0.71% | +1,209+1.8% | 加碼 |
| Artemis Investment Management LLP | 69,138 | $938.0 萬 | 0.07% | −2,492−3.5% | 減碼 |
| Assetmark, Inc | 67,143 | $912.1 萬 | 0.04% | +65,221+3,393.4% | 加碼 |
| Cookson Peirce & Co Inc | 66,302 | $900.7 萬 | 0.50% | +7,057+11.9% | 加碼 |
| American International Group, Inc. | 65,976 | $896.3 萬 | 0.04% | −2,311−3.4% | 減碼 |
| Federated Hermes, Inc. | 63,714 | $865.5 萬 | 0.02% | −343−0.5% | 減碼 |
| New York State Common Retirement Fund | 63,273 | $859.6 萬 | 0.01% | −160.0% | 減碼 |
| Brandywine Global Investment Management, LLC | 63,136 | $857.7 萬 | 0.06% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 62,719 | $852.0 萬 | 0.02% | +16,825+36.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 61,108 | $830.2 萬 | 0.01% | −77−0.1% | 減碼 |
| Fisher Asset Management, LLC | 60,024 | $815.4 萬 | 0.00% | +14,689+32.4% | 加碼 |
| State of Tennessee, Treasury Department | 59,474 | $808.0 萬 | 0.03% | −600−1.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 57,052 | $775.1 萬 | 0.07% | +30,703+116.5% | 加碼 |
| Guggenheim Capital LLC | 56,721 | $770.5 萬 | 0.04% | +13,295+30.6% | 加碼 |
| California State Teachers Retirement System | 54,673 | $742.7 萬 | 0.01% | −12,454−18.6% | 減碼 |