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。
2022 年第 1 季 13F 持有人
Evercore Inc. 在 2022/3/31 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
- 406
- 較 2021 年第 4 季 −28 家
- 持有股數
- 3,393 萬
- 較 2021 年第 4 季 −34.5 萬 (−1.0%)
- 總市值
- $37.8 億
- 較 2021 年第 4 季 −$8.75 億 (−18.8%)
- 新進機構
- 49
- 另有 170 家加碼
- 清倉機構
- 77
- 另有 142 家減碼
另有 5 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,869,775 | $4.31 億 | 0.01% | +104,427+2.8% | 加碼 |
| BlackRock Inc. | 3,388,082 | $3.77 億 | 0.01% | −46,915−1.4% | 減碼 |
| JPMorgan Chase & Co | 1,356,790 | $1.51 億 | 0.02% | +144,760+11.9% | 加碼 |
| State Street Corp | 1,076,550 | $1.20 億 | 0.01% | +9,175+0.9% | 加碼 |
| Dimensional Fund Advisors LP | 869,545 | $9,681 萬 | 0.03% | +1,069+0.1% | 加碼 |
| Morgan Stanley | 712,294 | $7,929 萬 | 0.01% | −57,637−7.5% | 減碼 |
| Goldman Sachs Group Inc | 695,136 | $7,738 萬 | 0.02% | −341,555−32.9% | 減碼 |
| Charles Schwab Investment Management Inc | 678,753 | $7,556 萬 | 0.02% | +42,576+6.7% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 652,540 | $7,264 萬 | 0.23% | +337,363+107.0% | 加碼 |
| Geode Capital Management, LLC | 598,893 | $6,667 萬 | 0.01% | +24,037+4.2% | 加碼 |
| Bank of New York Mellon Corp | 560,561 | $6,240 萬 | 0.01% | −36,109−6.1% | 減碼 |
| Boston Partners | 539,077 | $5,953 萬 | 0.07% | −21,412−3.8% | 減碼 |
| Deutsche Bank AG | 530,524 | $5,906 萬 | 0.03% | +212,357+66.7% | 加碼 |
| Millennium Management LLC | 519,058 | $5,778 萬 | 0.07% | −339,453−39.5% | 減碼 |
| Citadel Advisors LLC | 502,810 | $5,597 萬 | 0.06% | +497,569+9,493.8% | 加碼 |
| Primecap Management Co | 411,300 | $4,579 萬 | 0.03% | +320,900+355.0% | 加碼 |
| Northern Trust Corp | 395,048 | $4,398 萬 | 0.01% | −34,732−8.1% | 減碼 |
| Nitorum Capital, L.P. | 385,911 | $4,296 萬 | 2.85% | +71,411+22.7% | 加碼 |
| Bahl & Gaynor Inc | 366,428 | $4,079 萬 | 0.30% | −26,104−6.7% | 減碼 |
| Copeland Capital Management, LLC | 363,627 | $4,048 萬 | 1.12% | +4,755+1.3% | 加碼 |
| Franklin Resources Inc | 358,363 | $3,989 萬 | 0.02% | −24,824−6.5% | 減碼 |
| Norges Bank | 354,026 | $3,941 萬 | 0.01% | −9,779−2.7% | 減碼 |
| Bank of America Corp | 347,989 | $3,874 萬 | 0.00% | +42,170+13.8% | 加碼 |
| First Trust Advisors LP | 336,108 | $3,742 萬 | 0.04% | +80,495+31.5% | 加碼 |
| TimesSquare Capital Management, LLC | 334,055 | $3,719 萬 | 0.42% | −45,200−11.9% | 減碼 |
| Lord, Abbett & Co. LLC | 310,253 | $3,454 萬 | 0.09% | −768,500−71.2% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 304,450 | $3,389 萬 | 0.20% | +586+0.2% | 加碼 |
| Virginia Retirement Systems Et Al | 297,000 | $3,306 萬 | 0.31% | +80,100+36.9% | 加碼 |
| AQR Capital Management LLC | 293,694 | $3,269 萬 | 0.06% | +66,132+29.1% | 加碼 |
| Wellington Management Group LLP | 278,042 | $3,095 萬 | 0.01% | +94,553+51.5% | 加碼 |
| Holocene Advisors, LP | 275,400 | $3,066 萬 | 0.16% | +275,400 | 新進 |
| Wells Fargo & Company | 274,414 | $3,055 萬 | 0.01% | +16,153+6.3% | 加碼 |
| Invesco Ltd. | 265,580 | $2,956 萬 | 0.01% | −406,032−60.5% | 減碼 |
| Boston Trust Walden Corp | 253,611 | $2,823 萬 | 0.23% | +85,477+50.8% | 加碼 |
| Renaissance Technologies LLC | 247,800 | $2,759 萬 | 0.03% | +198,300+400.6% | 加碼 |
| Nuveen Asset Management, LLC | 234,288 | $2,712 萬 | 0.01% | −15,600−6.2% | 減碼 |
| Frontier Capital Management Co LLC | 241,133 | $2,684 萬 | 0.24% | −57,566−19.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 233,531 | $2,600 萬 | 0.03% | −2,292−1.0% | 減碼 |
| Clark Capital Management Group, Inc. | 221,973 | $2,471 萬 | 0.28% | −19,369−8.0% | 減碼 |
| Ariel Investments, LLC | 213,007 | $2,371 萬 | 0.21% | −4,045−1.9% | 減碼 |
| Bernzott Capital Advisors | 209,422 | $2,331 萬 | 2.14% | −897−0.4% | 減碼 |
| Royal Bank of Canada | 202,200 | $2,251 萬 | 0.01% | +16,337+8.8% | 加碼 |
| UBS Asset Management Americas Inc | 201,242 | $2,240 萬 | 0.01% | +25,290+14.4% | 加碼 |
| Schroder Investment Management Group | 192,568 | $2,203 萬 | 0.03% | +21,819+12.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 197,423 | $2,198 萬 | 0.15% | +166,138+531.0% | 加碼 |
| Voloridge Investment Management, LLC | 190,812 | $2,124 萬 | 0.12% | +85,383+81.0% | 加碼 |
| Marshall Wace, LLP | 190,402 | $2,120 萬 | 0.04% | +49,979+35.6% | 加碼 |
| Wedge Capital Management L L P | 187,845 | $2,091 萬 | 0.28% | +15,179+8.8% | 加碼 |
| Ameriprise Financial Inc | 182,069 | $2,027 萬 | 0.01% | −10,391−5.4% | 減碼 |
| State of Wisconsin Investment Board | 171,978 | $1,915 萬 | 0.04% | +18,425+12.0% | 加碼 |
| Glenmede Trust Co NA | 171,557 | $1,910 萬 | 0.09% | −5,673−3.2% | 減碼 |
| Great Lakes Advisors, LLC | 168,206 | $1,873 萬 | 0.31% | −40,174−19.3% | 減碼 |
| Alliancebernstein L.P. | 166,384 | $1,852 萬 | 0.01% | +79,642+91.8% | 加碼 |
| Man Group plc | 160,260 | $1,784 萬 | 0.06% | −162,995−50.4% | 減碼 |
| Parametric Portfolio Associates LLC | 157,516 | $1,754 萬 | 0.01% | +4,464+2.9% | 加碼 |
| Panagora Asset Management Inc | 152,410 | $1,697 萬 | 0.09% | +24,936+19.6% | 加碼 |
| Principal Financial Group Inc | 149,870 | $1,668 萬 | 0.01% | −19,796−11.7% | 減碼 |
| Granite Investment Partners, LLC | 148,291 | $1,651 萬 | 0.56% | −131,602−47.0% | 減碼 |
| Macquarie Group Ltd | 146,481 | $1,631 萬 | 0.01% | +7,523+5.4% | 加碼 |
| Qube Research & Technologies Ltd | 139,660 | $1,555 萬 | 0.14% | −10,027−6.7% | 減碼 |
| Fort Washington Investment Advisors Inc | 133,910 | $1,491 萬 | 0.09% | +36,948+38.1% | 加碼 |
| Royce & Associates LP | 130,409 | $1,452 萬 | 0.12% | −6,420−4.7% | 減碼 |
| Retirement Systems of Alabama | 128,477 | $1,430 萬 | 0.05% | −3,398−2.6% | 減碼 |
| Ceredex Value Advisors LLC | 128,127 | $1,426 萬 | 0.17% | −198,600−60.8% | 減碼 |
| Paralel Advisors LLC | 125,000 | $1,392 萬 | 0.77% | 00.0% | 不變 |
| AXA S.A. | 123,600 | $1,376 萬 | 0.04% | −11,500−8.5% | 減碼 |
| Scout Investments, Inc. | 115,583 | $1,287 萬 | 0.21% | −133,103−53.5% | 減碼 |
| Moody Aldrich Partners LLC | 115,076 | $1,281 萬 | 1.80% | +18,954+19.7% | 加碼 |
| Russell Investments Group, Ltd. | 111,747 | $1,244 萬 | 0.02% | +77,242+223.9% | 加碼 |
| Ziegler Capital Management, LLC | 108,031 | $1,202 萬 | 0.51% | −28,617−20.9% | 減碼 |
| Peregrine Capital Management LLC | 99,680 | $1,110 萬 | 0.26% | −7,631−7.1% | 減碼 |
| American Century Companies Inc | 98,887 | $1,101 萬 | 0.01% | +13,409+15.7% | 加碼 |
| Rhumbline Advisers | 98,647 | $1,098 萬 | 0.01% | −2,948−2.9% | 減碼 |
| Envestnet Asset Management Inc | 94,969 | $1,057 萬 | 0.01% | −4,359−4.4% | 減碼 |
| CCM Investment Advisers LLC | 93,370 | $1,039 萬 | 1.42% | +2,350+2.6% | 加碼 |
| Swiss National Bank | 92,200 | $1,026 萬 | 0.01% | +4,900+5.6% | 加碼 |
| California Public Employees Retirement System | 85,036 | $946.6 萬 | 0.01% | −4,437−5.0% | 減碼 |
| Eaton Vance Management | 84,287 | $938.3 萬 | 0.01% | +13,829+19.6% | 加碼 |
| Martingale Asset Management L P | 83,877 | $933.9 萬 | 0.14% | −297−0.4% | 減碼 |
| Ensign Peak Advisors, Inc | 83,414 | $928.5 萬 | 0.02% | +20,695+33.0% | 加碼 |
| Legal & General Group Plc | 80,152 | $892.3 萬 | 0.00% | −7,235−8.3% | 減碼 |
| Nordea Investment Management AB | 77,212 | $880.1 萬 | 0.01% | +4,136+5.7% | 加碼 |
| First Republic Investment Management, Inc. | 78,187 | $870.4 萬 | 0.02% | −11,072−12.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 77,957 | $867.8 萬 | 0.07% | +20,905+36.6% | 加碼 |
| Venturi Wealth Management, LLC | 76,361 | $850.1 萬 | 0.65% | +7,292+10.6% | 加碼 |
| UBS Group AG | 72,083 | $802.5 萬 | 0.00% | −27,136−27.3% | 減碼 |
| Massachusetts Financial Services Co | 69,179 | $770.1 萬 | 0.00% | −4,094−5.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 66,218 | $737.1 萬 | 0.05% | +3,082+4.9% | 加碼 |
| American International Group, Inc. | 66,090 | $735.7 萬 | 0.04% | +114+0.2% | 加碼 |
| Victory Capital Management Inc | 69,285 | $732.7 萬 | 0.01% | −1,306−1.9% | 減碼 |
| Federated Hermes, Inc. | 63,800 | $710.2 萬 | 0.02% | +86+0.1% | 加碼 |
| Winton Group Ltd | 63,592 | $707.9 萬 | 0.37% | +49,979+367.1% | 加碼 |
| Comerica Bank | 61,745 | $706.4 萬 | 0.05% | +1,418+2.4% | 加碼 |
| Fisher Asset Management, LLC | 62,297 | $693.5 萬 | 0.00% | +2,273+3.8% | 加碼 |
| Brookfield Asset Management Inc. | 61,014 | $679.2 萬 | 0.03% | +42,956+237.9% | 加碼 |
| State of Tennessee, Treasury Department | 60,671 | $675.4 萬 | 0.03% | +1,197+2.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 60,478 | $673.2 萬 | 0.01% | −630−1.0% | 減碼 |
| New York State Common Retirement Fund | 57,450 | $639.5 萬 | 0.01% | −5,823−9.2% | 減碼 |
| Redwood Investment Management, LLC | 57,260 | $637.4 萬 | 0.95% | +13,594+31.1% | 加碼 |
| NewEdge Wealth, LLC | 56,343 | $627.2 萬 | 0.28% | +5,574+11.0% | 加碼 |