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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 6,300 | $85.6 萬 | 0.01% | 00.0% | 不變 |
| Prudential PLC | 6,405 | $87.0 萬 | 0.01% | +4,884+321.1% | 加碼 |
| Cim, LLC | 7,419 | $87.8 萬 | 0.16% | −1,129−13.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,468 | $87.9 萬 | 0.02% | −83−1.3% | 減碼 |
| Sit Investment Associates Inc | 6,475 | $88.0 萬 | 0.02% | +1,275+24.5% | 加碼 |
| BancorpSouth Bank | 6,596 | $89.6 萬 | 0.11% | −3,449−34.3% | 減碼 |
| Kendall Capital Management | 6,710 | $91.2 萬 | 0.43% | +1,340+25.0% | 加碼 |
| Shell Asset Management Co | 6,815 | $92.6 萬 | 0.02% | +36+0.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 6,861 | $93.2 萬 | 0.00% | −185−2.6% | 減碼 |
| Picton Mahoney Asset Management | 6,915 | $94.0 萬 | 0.03% | −3,495−33.6% | 減碼 |
| Metropolitan Life Insurance Co | 6,963 | $94.6 萬 | 0.01% | −259−3.6% | 減碼 |
| Globeflex Capital L P | 7,085 | $96.2 萬 | 0.20% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 7,160 | $97.3 萬 | 0.01% | −666−8.5% | 減碼 |
| CWM Advisors, LLC | 7,189 | $97.7 萬 | 0.11% | −2,807−28.1% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 7,282 | $98.9 萬 | 0.22% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 7,437 | $101.0 萬 | 0.01% | −33,190−81.7% | 減碼 |
| Paloma Partners Management Co | 7,471 | $101.5 萬 | 0.03% | +3,938+111.5% | 加碼 |
| Bank of Montreal | 7,474 | $103.2 萬 | 0.00% | −130,418−94.6% | 減碼 |
| Teacher Retirement System of Texas | 7,633 | $103.7 萬 | 0.00% | +994+15.0% | 加碼 |
| Neuberger Berman Group LLC | 8,005 | $108.2 萬 | 0.00% | +2,576+47.4% | 加碼 |
| Bank of Nova Scotia | 8,000 | $108.7 萬 | 0.00% | +8,000 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 8,017 | $108.9 萬 | 0.00% | +904+12.7% | 加碼 |
| Pinebridge Investments, L.P. | 8,183 | $111.2 萬 | 0.01% | −111−1.3% | 減碼 |
| Campbell Newman Asset Management Inc | 8,350 | $113.4 萬 | 0.10% | +222+2.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 8,401 | $114.1 萬 | 0.06% | −610−6.8% | 減碼 |
| Capital Impact Advisors, LLC | 8,567 | $116.4 萬 | 0.80% | −100−1.2% | 減碼 |
| New Mexico Educational Retirement Board | 8,700 | $118.2 萬 | 0.04% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 8,704 | $118.3 萬 | 0.00% | +5,292+155.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 8,801 | $119.6 萬 | 0.00% | −15,630−64.0% | 減碼 |
| James Investment Research Inc | 8,850 | $120.2 萬 | 0.11% | −1,500−14.5% | 減碼 |
| Pearl River Capital, LLC | 9,093 | $123.5 萬 | 0.33% | +3,344+58.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 9,300 | $126.3 萬 | 0.03% | +5,810+166.5% | 加碼 |
| NN Investment Partners Holdings N.V. | 9,365 | $127.2 萬 | 0.01% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 9,532 | $129.5 萬 | 0.00% | +9,532 | 新進 |
| Bridge City Capital, LLC | 9,568 | $130.0 萬 | 0.54% | 00.0% | 不變 |
| Magnetar Financial LLC | 9,592 | $130.3 萬 | 0.01% | +9,592 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,613 | $130.6 萬 | 0.01% | 00.0% | 不變 |
| Janus Henderson Group PLC | 9,877 | $134.2 萬 | 0.00% | +3,913+65.6% | 加碼 |
| Caldwell Investment Management Ltd. | 9,850 | $134.2 萬 | 1.05% | +9,850 | 新進 |
| State of Michigan Retirement System | 9,914 | $134.7 萬 | 0.01% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 10,000 | $135.9 萬 | 0.03% | −100−1.0% | 減碼 |
| Vantis Investment Advisers L.P. | 10,000 | $135.9 萬 | 1.41% | +10,000 | 新進 |
| Cornercap Investment Counsel Inc | 10,009 | $136.0 萬 | 0.20% | −450−4.3% | 減碼 |
| O'Shares Investment Advisers, LLC | 10,250 | $139.2 萬 | 0.10% | +313+3.1% | 加碼 |
| Monument Capital Management | 10,357 | $140.7 萬 | 0.44% | −4,740−31.4% | 減碼 |
| Pekin Hardy Strauss, Inc. | 10,417 | $141.5 萬 | 0.19% | −21,792−67.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 10,505 | $142.7 萬 | 0.05% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 10,540 | $143.5 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 10,674 | $145.0 萬 | 0.01% | −480−4.3% | 減碼 |
| Fifth Third Bancorp | 10,706 | $145.4 萬 | 0.01% | +362+3.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 10,787 | $146.5 萬 | 0.00% | +491+4.8% | 加碼 |
| Price T Rowe Associates Inc | 10,801 | $146.7 萬 | 0.00% | −1,283−10.6% | 減碼 |
| Rocky Mountain Advisers, LLC | 10,950 | $148.8 萬 | 1.69% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 11,220 | $152.4 萬 | 0.05% | +3,318+42.0% | 加碼 |
| HSBC Holdings PLC | 11,592 | $157.9 萬 | 0.00% | −182−1.5% | 減碼 |
| Essex Investment Management Co LLC | 11,667 | $158.5 萬 | 0.18% | −126−1.1% | 減碼 |
| Janney Montgomery Scott LLC | 11,709 | $159.1 萬 | 0.01% | −63−0.5% | 減碼 |
| Washington Trust Advisors, Inc. | 11,850 | $161.0 萬 | 0.11% | +11,850 | 新進 |
| Advisors Capital Management, LLC | 12,035 | $163.5 萬 | 0.04% | +4,656+63.1% | 加碼 |
| Engineers Gate Manager LP | 12,056 | $163.8 萬 | 0.07% | +12,056 | 新進 |
| Hohimer Wealth Management, LLC | 12,095 | $164.3 萬 | 0.35% | −1,892−13.5% | 減碼 |
| Toroso Investments, LLC | 12,478 | $169.5 萬 | 0.05% | +2,026+19.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 12,879 | $175.0 萬 | 0.02% | −916−6.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,937 | $175.7 萬 | 0.02% | −165−1.3% | 減碼 |
| Flputnam Investment Management Co | 13,018 | $176.8 萬 | 0.05% | +235+1.8% | 加碼 |
| APG Asset Management N.V. | 15,160 | $181.1 萬 | 0.00% | −6,600−30.3% | 減碼 |
| Winton Group Ltd | 13,613 | $184.9 萬 | 0.11% | +4,272+45.7% | 加碼 |
| TCW Group Inc | 13,808 | $187.6 萬 | 0.02% | −1,219−8.1% | 減碼 |
| Treasurer of the State of North Carolina | 13,810 | $187.6 萬 | 0.01% | −130−0.9% | 減碼 |
| Covington Capital Management | 13,825 | $187.8 萬 | 0.06% | 00.0% | 不變 |
| Advisor Resource Council | 14,057 | $190.9 萬 | 0.15% | +8,446+150.5% | 加碼 |
| Mackenzie Financial Corp | 14,186 | $192.7 萬 | 0.00% | +11,946+533.3% | 加碼 |
| Harbor Advisors LLC | 15,000 | $203.8 萬 | 0.38% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 15,021 | $203.9 萬 | 0.02% | +5,243+53.6% | 加碼 |
| Nations Financial Group Inc, | 15,969 | $216.9 萬 | 0.29% | +532+3.4% | 加碼 |
| Vident Investment Advisory, LLC | 16,122 | $219.0 萬 | 0.06% | +788+5.1% | 加碼 |
| Alaska Permanent Fund Corp | 17,800 | $222.2 萬 | 0.04% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 16,825 | $228.6 萬 | 0.17% | −575−3.3% | 減碼 |
| Aviva PLC | 17,367 | $235.9 萬 | 0.01% | +5,067+41.2% | 加碼 |
| Thrivent Financial for Lutherans | 17,668 | $240.0 萬 | 0.00% | −92,209−83.9% | 減碼 |
| Brookfield Asset Management Inc. | 18,058 | $245.3 萬 | 0.01% | +18,058 | 新進 |
| Mastrapasqua Asset Management Inc | 18,595 | $252.6 萬 | 0.25% | −40−0.2% | 減碼 |
| MetLife Investment Management | 18,909 | $256.9 萬 | 0.02% | −143−0.8% | 減碼 |
| Advisor Group Holdings, Inc. | 19,395 | $263.8 萬 | 0.00% | +7,738+66.4% | 加碼 |
| Rafferty Asset Management, LLC | 20,098 | $273.0 萬 | 0.01% | +1,506+8.1% | 加碼 |
| Verdence Capital Advisors LLC | 20,437 | $277.6 萬 | 0.33% | +481+2.4% | 加碼 |
| IFP Advisors, Inc | 20,547 | $278.5 萬 | 0.05% | −248−1.2% | 減碼 |
| Tudor Investment Corp Et Al | 20,530 | $278.9 萬 | 0.05% | +312+1.5% | 加碼 |
| Donoghue Forlines LLC | 20,701 | $281.2 萬 | 0.48% | −934−4.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 20,987 | $285.1 萬 | 0.01% | −1,124−5.1% | 減碼 |
| Great West Life Assurance Co | 21,102 | $286.4 萬 | 0.01% | +1,227+6.2% | 加碼 |
| Verition Fund Management LLC | 21,760 | $295.6 萬 | 0.04% | +3,052+16.3% | 加碼 |
| Bokf, NA | 22,335 | $303.4 萬 | 0.05% | +404+1.8% | 加碼 |
| Yousif Capital Management, LLC | 22,354 | $303.7 萬 | 0.03% | +22,354 | 新進 |
| Capitolis Advisors LLC | 22,487 | $305.5 萬 | 0.02% | +22,487 | 新進 |
| Zacks Investment Management | 22,654 | $307.7 萬 | 0.04% | +605+2.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 22,682 | $308.1 萬 | 0.12% | −657−2.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 22,791 | $309.6 萬 | 0.00% | −47,932−67.8% | 減碼 |
| EFG Asset Management (North America) Corp. | 24,085 | $327.2 萬 | 0.43% | +24,085 | 新進 |
| Sarasin & Partners LLP | 25,000 | $339.6 萬 | 0.03% | 00.0% | 不變 |