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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1,733 | $23.5 萬 | 0.00% | −535−23.6% | 減碼 |
| First Quadrant L P | 1,731 | $23.5 萬 | 0.03% | +1,495+633.5% | 加碼 |
| Profund Advisors LLC | 1,735 | $23.6 萬 | 0.01% | −122−6.6% | 減碼 |
| Journey Strategic Wealth LLC | 1,745 | $23.7 萬 | 0.02% | +1,745 | 新進 |
| Mount Yale Investment Advisors, LLC | 1,879 | $25.5 萬 | 0.03% | −28−1.5% | 減碼 |
| Csenge Advisory Group | 1,818 | $25.8 萬 | 0.02% | +29+1.6% | 加碼 |
| Keebeck Alpha, LP | 1,935 | $26.3 萬 | 0.10% | +1,935 | 新進 |
| Ingalls & Snyder LLC | 1,945 | $26.4 萬 | 0.01% | −2−0.1% | 減碼 |
| National Bank of Canada | 1,942 | $26.4 萬 | 0.00% | +1,942 | 新進 |
| Convergence Investment Partners, LLC | 1,975 | $26.8 萬 | 0.14% | +127+6.9% | 加碼 |
| Polar Asset Management Partners Inc. | 1,982 | $26.9 萬 | 0.00% | −1,810−47.7% | 減碼 |
| Utah Retirement Systems | 2,000 | $27.2 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 2,071 | $28.1 萬 | 0.00% | −5,449−72.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 2,090 | $28.4 萬 | 0.01% | +105+5.3% | 加碼 |
| Shelton Capital Management | 2,101 | $28.5 萬 | 0.01% | −254−10.8% | 減碼 |
| Campbell & CO Investment Adviser LLC | 2,100 | $28.5 萬 | 0.10% | +250+13.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 2,115 | $28.7 萬 | 0.02% | +400+23.3% | 加碼 |
| Rice Hall James & Associates, LLC | 2,123 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,143 | $29.1 萬 | 0.01% | −545−20.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,154 | $29.2 萬 | 0.01% | −669−23.7% | 減碼 |
| Change Path, LLC | 2,168 | $29.4 萬 | 0.01% | +441+25.5% | 加碼 |
| Graham Capital Management, L.P. | 2,179 | $29.6 萬 | 0.02% | +2,179 | 新進 |
| AE Wealth Management LLC | 2,221 | $30.2 萬 | 0.00% | +2,221 | 新進 |
| Zions Bancorporation, N.A. | 2,250 | $30.6 萬 | 0.03% | +127+6.0% | 加碼 |
| Pictet Asset Management SA | 2,290 | $31.1 萬 | 0.00% | −686−23.1% | 減碼 |
| Caxton Associates LP | 2,394 | $32.5 萬 | 0.04% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 2,419 | $32.9 萬 | 0.00% | +680+39.1% | 加碼 |
| Regentatlantic Capital LLC | 2,456 | $33.4 萬 | 0.01% | +2,456 | 新進 |
| Symmetry Partners, LLC | 2,467 | $33.5 萬 | 0.02% | 00.0% | 不變 |
| Virtu Financial LLC | 2,470 | $33.6 萬 | 0.03% | +2,470 | 新進 |
| The PNC Financial Services Group, Inc. | 2,478 | $33.8 萬 | 0.00% | +944+61.5% | 加碼 |
| Westwood Holdings Group Inc. | 2,537 | $34.5 萬 | 0.00% | −73,088−96.6% | 減碼 |
| Coldstream Capital Management Inc | 2,560 | $34.8 萬 | 0.01% | +2,560 | 新進 |
| Jackson Creek Investment Advisors LLC | 2,588 | $35.2 萬 | 0.13% | +2,588 | 新進 |
| M&T Bank Corp | 2,632 | $35.8 萬 | 0.00% | +132+5.3% | 加碼 |
| Commonwealth Equity Services, LLC | 2,658 | $36.1 萬 | 0.00% | +186+7.5% | 加碼 |
| Krane Funds Advisors LLC | 2,671 | $36.3 萬 | 0.01% | −387−12.7% | 減碼 |
| Alps Advisors Inc | 2,680 | $36.4 萬 | 0.00% | −124,946−97.9% | 減碼 |
| Wambolt & Associates, LLC | 2,715 | $36.9 萬 | 0.13% | +599+28.3% | 加碼 |
| Blueshift Asset Management, LLC | 2,734 | $37.1 萬 | 0.03% | −8,427−75.5% | 減碼 |
| Handelsbanken Fonder AB | 2,737 | $37.2 萬 | 0.00% | −5,400−66.4% | 減碼 |
| Sterling Manor Financial, LLC | 2,780 | $37.8 萬 | 0.29% | −599−17.7% | 減碼 |
| O'Rourke & Company, Inc | 2,782 | $37.8 萬 | 0.25% | +2,782 | 新進 |
| Personal Cfo Solutions, LLC | 2,810 | $38.2 萬 | 0.07% | +46+1.7% | 加碼 |
| Ritholtz Wealth Management | 2,940 | $39.9 萬 | 0.02% | +1,040+54.7% | 加碼 |
| Private Advisor Group, LLC | 2,947 | $40.0 萬 | 0.00% | +2,947 | 新進 |
| Adage Capital Partners GP, L.L.C. | 3,000 | $40.8 萬 | 0.00% | −13,363−81.7% | 減碼 |
| Joel Isaacson & Co., LLC | 3,000 | $40.8 萬 | 0.03% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 3,021 | $41.0 萬 | 0.01% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 3,021 | $41.0 萬 | 0.00% | −22−0.7% | 減碼 |
| Pathstone Family Office, LLC | 3,023 | $41.0 萬 | 0.01% | +467+18.3% | 加碼 |
| Bridgefront Capital, LLC | 3,090 | $42.0 萬 | 0.41% | +1,466+90.3% | 加碼 |
| Boenning & Scattergood, Inc. | 3,100 | $42.1 萬 | 0.07% | 00.0% | 不變 |
| Regions Financial Corp | 3,142 | $42.7 萬 | 0.00% | −45−1.4% | 減碼 |
| Boothbay Fund Management, LLC | 3,176 | $43.1 萬 | 0.01% | +3,176 | 新進 |
| IndexIQ Advisors LLC | 3,206 | $43.6 萬 | 0.01% | −207−6.1% | 減碼 |
| Park Avenue Securities LLC | 3,268 | $44.4 萬 | 0.01% | +567+21.0% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 3,324 | $45.3 萬 | 1.13% | −76−2.2% | 減碼 |
| Securian Asset Management, Inc | 3,456 | $46.9 萬 | 0.01% | −100−2.8% | 減碼 |
| Prelude Capital Management, LLC | 3,480 | $47.3 萬 | 0.02% | +3,480 | 新進 |
| ExodusPoint Capital Management, LP | 3,525 | $47.9 萬 | 0.01% | −1,491−29.7% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,524 | $47.9 萬 | 0.05% | −620−15.0% | 減碼 |
| ProShare Advisors LLC | 3,526 | $47.9 萬 | 0.00% | +780+28.4% | 加碼 |
| Buckhead Capital Management LLC | 3,630 | $49.3 萬 | 0.10% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 3,737 | $50.8 萬 | 0.00% | −1,844−33.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,800 | $51.6 萬 | 0.00% | −1,520−28.6% | 減碼 |
| Nisa Investment Advisors, LLC | 4,255 | $53.1 萬 | 0.00% | −24,292−85.1% | 減碼 |
| We Are One Seven, LLC | 3,913 | $53.2 萬 | 0.06% | +693+21.5% | 加碼 |
| TownSquare Capital, LLC | 3,922 | $53.3 萬 | 0.01% | +3,922 | 新進 |
| Los Angeles Capital Management LLC | 3,952 | $53.7 萬 | 0.00% | 00.0% | 不變 |
| Oak Thistle LLC | 3,964 | $53.8 萬 | 0.42% | +3,964 | 新進 |
| Navellier & Associates Inc | 4,066 | $55.2 萬 | 0.08% | +180+4.6% | 加碼 |
| Asset Management One Co.,Ltd. | 4,159 | $56.8 萬 | 0.00% | +4,159 | 新進 |
| HGK Asset Management Inc | 4,191 | $56.9 萬 | 0.18% | −986−19.0% | 減碼 |
| Compton Capital Management Inc | 4,200 | $57.1 萬 | 0.15% | 00.0% | 不變 |
| Origin Asset Management LLP | 4,224 | $57.3 萬 | 0.13% | +2,285+117.8% | 加碼 |
| Xponance, Inc. | 4,322 | $58.7 萬 | 0.01% | −120−2.7% | 減碼 |
| Captrust Financial Advisors | 4,451 | $60.5 萬 | 0.00% | −382−7.9% | 減碼 |
| Hillsdale Investment Management Inc. | 4,480 | $60.9 萬 | 0.04% | +100+2.3% | 加碼 |
| Squarepoint Ops LLC | 4,495 | $61.1 萬 | 0.00% | −18,419−80.4% | 減碼 |
| DuPont Capital Management Corp | 4,595 | $62.4 萬 | 0.02% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 4,670 | $63.4 萬 | 0.16% | +1,770+61.0% | 加碼 |
| Cornerstone Investment Partners, LLC | 4,697 | $63.8 萬 | 0.04% | +1,785+61.3% | 加碼 |
| Angeles Investment Advisors, LLC | 4,861 | $66.0 萬 | 0.03% | +4,861 | 新進 |
| Dynamic Technology Lab Private Ltd | 4,870 | $66.2 萬 | 0.07% | −6,210−56.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,135 | $69.8 萬 | 0.00% | +868+20.3% | 加碼 |
| Keybank National Association | 5,229 | $71.0 萬 | 0.00% | −3,956−43.1% | 減碼 |
| Citadel Advisors LLC | 5,241 | $71.2 萬 | 0.00% | −15,387−74.6% | 減碼 |
| LPL Financial LLC | 5,360 | $72.8 萬 | 0.00% | +190+3.7% | 加碼 |
| BCJ Capital Management, LLC | 5,385 | $73.2 萬 | 0.07% | +1,242+30.0% | 加碼 |
| First Hawaiian Bank | 5,419 | $73.6 萬 | 0.02% | −643−10.6% | 減碼 |
| Montecito Bank & Trust | 5,456 | $74.1 萬 | 0.13% | +106+2.0% | 加碼 |
| MML Investors Services, LLC | 5,452 | $74.1 萬 | 0.01% | +1,157+26.9% | 加碼 |
| Jefferies Group LLC | 5,492 | $74.6 萬 | 0.01% | +492+9.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 5,645 | $76.7 萬 | 0.01% | +1,595+39.4% | 加碼 |
| Deltec Asset Management LLC | 5,760 | $78.2 萬 | 0.13% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 6,208 | $84.3 萬 | 0.01% | −136−2.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 6,219 | $84.5 萬 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 6,244 | $84.8 萬 | 0.16% | +790+14.5% | 加碼 |
| Legacy Wealth Asset Management, LLC | 6,288 | $85.4 萬 | 0.29% | +305+5.1% | 加碼 |