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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 2,715 | $36.9 萬 | 0.13% | +599+28.3% | 加碼 |
| Alps Advisors Inc | 2,680 | $36.4 萬 | 0.00% | −124,946−97.9% | 減碼 |
| Krane Funds Advisors LLC | 2,671 | $36.3 萬 | 0.01% | −387−12.7% | 減碼 |
| Commonwealth Equity Services, LLC | 2,658 | $36.1 萬 | 0.00% | +186+7.5% | 加碼 |
| M&T Bank Corp | 2,632 | $35.8 萬 | 0.00% | +132+5.3% | 加碼 |
| Jackson Creek Investment Advisors LLC | 2,588 | $35.2 萬 | 0.13% | +2,588 | 新進 |
| Coldstream Capital Management Inc | 2,560 | $34.8 萬 | 0.01% | +2,560 | 新進 |
| Westwood Holdings Group Inc. | 2,537 | $34.5 萬 | 0.00% | −73,088−96.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,478 | $33.8 萬 | 0.00% | +944+61.5% | 加碼 |
| Virtu Financial LLC | 2,470 | $33.6 萬 | 0.03% | +2,470 | 新進 |
| Symmetry Partners, LLC | 2,467 | $33.5 萬 | 0.02% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 2,456 | $33.4 萬 | 0.01% | +2,456 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 2,419 | $32.9 萬 | 0.00% | +680+39.1% | 加碼 |
| Caxton Associates LP | 2,394 | $32.5 萬 | 0.04% | 00.0% | 不變 |
| Pictet Asset Management SA | 2,290 | $31.1 萬 | 0.00% | −686−23.1% | 減碼 |
| Zions Bancorporation, N.A. | 2,250 | $30.6 萬 | 0.03% | +127+6.0% | 加碼 |
| AE Wealth Management LLC | 2,221 | $30.2 萬 | 0.00% | +2,221 | 新進 |
| Graham Capital Management, L.P. | 2,179 | $29.6 萬 | 0.02% | +2,179 | 新進 |
| Change Path, LLC | 2,168 | $29.4 萬 | 0.01% | +441+25.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,154 | $29.2 萬 | 0.01% | −669−23.7% | 減碼 |
| Snowden Capital Advisors LLC | 2,143 | $29.1 萬 | 0.01% | −545−20.3% | 減碼 |
| Rice Hall James & Associates, LLC | 2,123 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 2,115 | $28.7 萬 | 0.02% | +400+23.3% | 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 |
| Kestra Private Wealth Services, LLC | 2,090 | $28.4 萬 | 0.01% | +105+5.3% | 加碼 |
| Jane Street Group, LLC | 2,071 | $28.1 萬 | 0.00% | −5,449−72.5% | 減碼 |
| Utah Retirement Systems | 2,000 | $27.2 萬 | 0.00% | 00.0% | 不變 |
| Polar Asset Management Partners Inc. | 1,982 | $26.9 萬 | 0.00% | −1,810−47.7% | 減碼 |
| Convergence Investment Partners, LLC | 1,975 | $26.8 萬 | 0.14% | +127+6.9% | 加碼 |
| 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 |
| Keebeck Alpha, LP | 1,935 | $26.3 萬 | 0.10% | +1,935 | 新進 |
| Csenge Advisory Group | 1,818 | $25.8 萬 | 0.02% | +29+1.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,879 | $25.5 萬 | 0.03% | −28−1.5% | 減碼 |
| Journey Strategic Wealth LLC | 1,745 | $23.7 萬 | 0.02% | +1,745 | 新進 |
| Profund Advisors LLC | 1,735 | $23.6 萬 | 0.01% | −122−6.6% | 減碼 |
| 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 |
| Canada Pension Plan Investment Board | 1,684 | $22.9 萬 | 0.00% | −1,046−38.3% | 減碼 |
| Old National Bancorp | 1,681 | $22.9 萬 | 0.01% | −335−16.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,680 | $22.8 萬 | 0.00% | +1,680 | 新進 |
| Covenant Partners, LLC | 1,652 | $22.4 萬 | 0.08% | 00.0% | 不變 |
| Versor Investments LP | 1,602 | $21.8 萬 | 0.01% | +1,602 | 新進 |
| Evercore Wealth Management, LLC | 1,600 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,601 | $21.7 萬 | 0.04% | +1,601 | 新進 |
| CIBC Asset Management Inc | 1,586 | $21.5 萬 | 0.00% | −94−5.6% | 減碼 |
| NEXT Financial Group, Inc | 1,576 | $21.4 萬 | 0.01% | −446−22.1% | 減碼 |
| Contravisory Investment Management, Inc. | 1,571 | $21.3 萬 | 0.06% | +229+17.1% | 加碼 |
| People's United Financial, Inc. | 1,537 | $20.9 萬 | 0.01% | −314−17.0% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,497 | $20.3 萬 | 0.04% | −6−0.4% | 減碼 |
| Loomis Sayles & Co L P | 1,451 | $19.7 萬 | 0.00% | +1,451 | 新進 |
| Paragon Capital Management Ltd | 1,446 | $19.6 萬 | 0.03% | +1,446 | 新進 |
| Van Eck Associates Corp | 1,265 | $17.2 萬 | 0.00% | +123+10.8% | 加碼 |
| Parallel Advisors, LLC | 1,207 | $16.4 萬 | 0.01% | +399+49.4% | 加碼 |
| First Bank & Trust | 1,191 | $16.1 萬 | 0.07% | +747+168.2% | 加碼 |
| Altshuler Shaham Ltd | 1,118 | $15.2 萬 | 0.00% | +206+22.6% | 加碼 |
| Arlington Partners LLC | 1,066 | $14.5 萬 | 0.04% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,005 | $13.7 萬 | 0.00% | +5+0.5% | 加碼 |
| Proequities, Inc. | 855 | $11.6 萬 | 0.01% | −10−1.2% | 減碼 |
| State of Wyoming | 793 | $10.8 萬 | 0.05% | +321+68.0% | 加碼 |
| Union Investments & Development Ltd. | 700 | $9.50 萬 | 0.03% | +700 | 新進 |
| Smithfield Trust Co | 634 | $8.60 萬 | 0.01% | +82+14.9% | 加碼 |
| Spire Wealth Management | 633 | $8.60 萬 | 0.00% | +633 | 新進 |
| Castleview Partners, LLC | 11,275 | $8.30 萬 | 0.00% | +11,275 | 新進 |
| Walleye Trading LLC | 594 | $8.10 萬 | 0.00% | +64+12.1% | 加碼 |
| Parkside Financial Bank & Trust | 587 | $8.00 萬 | 0.02% | −57−8.9% | 減碼 |
| Quent Capital, LLC | 583 | $7.90 萬 | 0.02% | +583 | 新進 |
| JJJ Advisors Inc. | 572 | $7.80 萬 | 0.02% | +246+75.5% | 加碼 |
| FourThought Financial, LLC | 527 | $7.20 萬 | 0.01% | −61−10.4% | 減碼 |
| Rockefeller Capital Management L.P. | 532 | $7.10 萬 | 0.00% | −440−45.3% | 減碼 |
| Leonteq Securities AG | 457 | $6.21 萬 | 0.00% | +457 | 新進 |
| Meeder Asset Management Inc | 438 | $5.90 萬 | 0.01% | −11,167−96.2% | 減碼 |
| Covestor Ltd | 428 | $5.80 萬 | 0.08% | +428 | 新進 |
| Fieldpoint Private Securities, LLC | 397 | $5.40 萬 | 0.01% | +13+3.4% | 加碼 |
| Atwood & Palmer Inc | 364 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 354 | $4.80 萬 | 0.00% | +165+87.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 351 | $4.70 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 345 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 335 | $4.60 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 314 | $4.27 萬 | 0.00% | −27−7.9% | 減碼 |
| FMR LLC | 293 | $4.00 萬 | 0.00% | +21+7.7% | 加碼 |
| Central Trust Co | 276 | $3.70 萬 | 0.00% | −40−12.7% | 減碼 |
| C M Bidwell & Associates Ltd | 276 | $3.70 萬 | 0.02% | +276 | 新進 |
| Bessemer Group Inc | 270 | $3.60 萬 | 0.00% | −82−23.3% | 減碼 |
| Eagle Bay Advisors LLC | 255 | $3.50 萬 | 0.02% | −14−5.2% | 減碼 |
| FinTrust Capital Advisors, LLC | 224 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| Sofos Investments, Inc. | 272 | $2.80 萬 | 0.00% | +272 | 加碼 |
| Confluence Wealth Services, Inc. | 186 | $2.50 萬 | 0.01% | +186 | 新進 |
| Piscataqua Savings Bank | 180 | $2.40 萬 | 0.02% | −20−10.0% | 減碼 |
| Sageworth Trust Co of South Dakota | 179 | $2.40 萬 | 0.04% | +179 | 新進 |
| M&R Capital Management Inc | 170 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| MUFG Americas Holdings Corp | 162 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Hanseatic Management Services Inc | 156 | $2.10 萬 | 0.03% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 152 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 138 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 116 | $1.60 萬 | 0.00% | −10−7.9% | 減碼 |
| Huntington National Bank | 120 | $1.60 萬 | 0.00% | +73+155.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 100 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 106 | $1.40 萬 | 0.00% | +106 | 新進 |