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 |
|---|---|---|---|---|---|
| Virginia Retirement Systems Et Al | 216,900 | $2,947 萬 | 0.27% | +195,000+890.4% | 加碼 |
| Ariel Investments, LLC | 217,052 | $2,949 萬 | 0.25% | −22,346−9.3% | 減碼 |
| Aristotle Capital Boston, LLC | 221,315 | $3,007 萬 | 0.70% | −5,427−2.4% | 減碼 |
| AQR Capital Management LLC | 227,562 | $3,090 萬 | 0.06% | +43,712+23.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 235,823 | $3,204 萬 | 0.04% | +235,823 | 新進 |
| Clark Capital Management Group, Inc. | 241,342 | $3,279 萬 | 0.40% | +12,791+5.6% | 加碼 |
| Scout Investments, Inc. | 248,686 | $3,378 萬 | 0.49% | −186,140−42.8% | 減碼 |
| Nuveen Asset Management, LLC | 249,888 | $3,395 萬 | 0.01% | −86,513−25.7% | 減碼 |
| First Trust Advisors LP | 255,613 | $3,473 萬 | 0.03% | +121,152+90.1% | 加碼 |
| Wells Fargo & Company | 258,261 | $3,509 萬 | 0.01% | −308,556−54.4% | 減碼 |
| Granite Investment Partners, LLC | 279,893 | $3,802 萬 | 1.11% | +13,383+5.0% | 加碼 |
| Frontier Capital Management Co LLC | 298,699 | $4,058 萬 | 0.32% | −18,014−5.7% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 303,864 | $4,128 萬 | 0.24% | +42,752+16.4% | 加碼 |
| Bank of America Corp | 305,819 | $4,155 萬 | 0.00% | +45,291+17.4% | 加碼 |
| Nitorum Capital, L.P. | 314,500 | $4,273 萬 | 2.00% | +13,600+4.5% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 315,177 | $4,282 萬 | 0.13% | −113,580−26.5% | 減碼 |
| Deutsche Bank AG | 318,167 | $4,322 萬 | 0.02% | +302,865+1,979.3% | 加碼 |
| Man Group plc | 323,255 | $4,392 萬 | 0.14% | +93,673+40.8% | 加碼 |
| Ceredex Value Advisors LLC | 326,727 | $4,439 萬 | 0.48% | −84,089−20.5% | 減碼 |
| Copeland Capital Management, LLC | 358,872 | $4,875 萬 | 1.27% | +81,788+29.5% | 加碼 |
| Norges Bank | 363,805 | $4,942 萬 | 0.01% | −122,154−25.1% | 減碼 |
| TimesSquare Capital Management, LLC | 379,255 | $5,152 萬 | 0.46% | +74,480+24.4% | 加碼 |
| Franklin Resources Inc | 383,187 | $5,206 萬 | 0.02% | +27,048+7.6% | 加碼 |
| Bahl & Gaynor Inc | 392,532 | $5,333 萬 | 0.30% | +11,981+3.1% | 加碼 |
| Northern Trust Corp | 429,780 | $5,839 萬 | 0.01% | +1,097+0.3% | 加碼 |
| Boston Partners | 560,489 | $7,626 萬 | 0.09% | −5,041−0.9% | 減碼 |
| Geode Capital Management, LLC | 574,856 | $7,809 萬 | 0.01% | +3,760+0.7% | 加碼 |
| Bank of New York Mellon Corp | 596,670 | $8,106 萬 | 0.01% | −13,102−2.1% | 減碼 |
| Charles Schwab Investment Management Inc | 636,177 | $8,643 萬 | 0.03% | −9,228−1.4% | 減碼 |
| Invesco Ltd. | 671,612 | $9,124 萬 | 0.02% | +111,315+19.9% | 加碼 |
| Morgan Stanley | 769,931 | $1.05 億 | 0.01% | +15,442+2.0% | 加碼 |
| Millennium Management LLC | 858,511 | $1.17 億 | 0.13% | +135,959+18.8% | 加碼 |
| Dimensional Fund Advisors LP | 868,476 | $1.18 億 | 0.04% | −29,809−3.3% | 減碼 |
| Goldman Sachs Group Inc | 1,036,691 | $1.41 億 | 0.03% | −6,531−0.6% | 減碼 |
| State Street Corp | 1,067,375 | $1.45 億 | 0.01% | +29,773+2.9% | 加碼 |
| Lord, Abbett & Co. LLC | 1,078,753 | $1.47 億 | 0.33% | +583,769+117.9% | 加碼 |
| JPMorgan Chase & Co | 1,212,030 | $1.65 億 | 0.02% | −372,813−23.5% | 減碼 |
| BlackRock Inc. | 3,434,997 | $4.67 億 | 0.01% | +9,617+0.3% | 加碼 |
| Vanguard Group Inc | 3,765,348 | $5.12 億 | 0.01% | +61,251+1.7% | 加碼 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −404,000−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −242,487−100.0% | 清倉 |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −97,016−100.0% | 清倉 |
| Pier Capital, LLC | 0 | $0 | 0.00% | −69,714−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −65,800−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −65,518−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −42,300−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −37,328−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −22,392−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −20,539−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −18,636−100.0% | 清倉 |
| Castellan Group, LLC | 0 | $0 | 0.00% | −16,150−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −15,744−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −12,607−100.0% | 清倉 |
| Washington Trust Co | 0 | $0 | 0.00% | −11,898−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −9,682−100.0% | 清倉 |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −8,164−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −7,930−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,190−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,950−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,528−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −3,874−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,243−100.0% | 清倉 |
| Pendal Group Limited | 0 | $0 | 0.00% | −2,316−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,937−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,105−100.0% | 清倉 |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −2,006−100.0% | 清倉 |
| AGF Investments LLC | 0 | $0 | 0.00% | −1,433−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,353−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −105−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Cordant, Inc. | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Marshall Wace Asia Ltd | – | – | – | – | 本季未申報 |
| Marshall Wace North America L.P. | – | – | – | – | 本季未申報 |
| World Asset Management Inc | – | – | – | – | 本季未申報 |
| First Mercantile Trust Co | – | – | – | – | 本季未申報 |
| BBVA USA | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |