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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 2,101 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 2,140 | $23.8 萬 | 0.02% | +25+1.2% | 加碼 |
| Teza Capital Management LLC | 2,256 | $25.1 萬 | 0.09% | +2,256 | 新進 |
| Delphia (USA) Inc. | 2,280 | $25.4 萬 | 0.19% | +2,280 | 新進 |
| Algert Global LLC | 2,319 | $25.8 萬 | 0.02% | +2,319 | 新進 |
| Spears Abacus Advisors LLC | 2,342 | $26.1 萬 | 0.02% | +2,342 | 新進 |
| Intersect Capital LLC | 2,391 | $26.6 萬 | 0.05% | +2,391 | 新進 |
| Caxton Associates LP | 2,394 | $26.7 萬 | 0.03% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 2,447 | $27.2 萬 | 0.01% | −9−0.4% | 減碼 |
| Convergence Investment Partners, LLC | 2,473 | $27.5 萬 | 0.14% | +498+25.2% | 加碼 |
| Pictet Asset Management SA | 2,491 | $27.7 萬 | 0.00% | +201+8.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,512 | $27.9 萬 | 0.00% | +34+1.4% | 加碼 |
| Snowden Capital Advisors LLC | 2,518 | $28.0 萬 | 0.01% | +375+17.5% | 加碼 |
| Jackson Creek Investment Advisors LLC | 2,524 | $28.1 萬 | 0.10% | −64−2.5% | 減碼 |
| ExodusPoint Capital Management, LP | 2,597 | $28.9 萬 | 0.00% | −928−26.3% | 減碼 |
| Coldstream Capital Management Inc | 2,607 | $29.0 萬 | 0.01% | +47+1.8% | 加碼 |
| DGS Capital Management, LLC | 2,606 | $29.0 萬 | 0.18% | +2,606 | 新進 |
| Ergoteles LLC | 2,699 | $30.0 萬 | 0.01% | +2,699 | 新進 |
| M&T Bank Corp | 2,765 | $30.7 萬 | 0.00% | +133+5.1% | 加碼 |
| Personal Cfo Solutions, LLC | 2,763 | $30.8 萬 | 0.06% | −47−1.7% | 減碼 |
| O'Rourke & Company, Inc | 2,783 | $31.0 萬 | 0.21% | +10.0% | 加碼 |
| Versor Investments LP | 2,789 | $31.0 萬 | 0.01% | +1,187+74.1% | 加碼 |
| Park Avenue Securities LLC | 2,974 | $33.1 萬 | 0.01% | −294−9.0% | 減碼 |
| ProShare Advisors LLC | 2,996 | $33.3 萬 | 0.00% | −530−15.0% | 減碼 |
| Virtu Financial LLC | 2,999 | $33.4 萬 | 0.02% | +529+21.4% | 加碼 |
| Maryland State Retirement & Pension System | 3,021 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 3,032 | $33.9 萬 | 0.12% | +317+11.7% | 加碼 |
| Jump Financial, LLC | 3,062 | $34.1 萬 | 0.01% | +3,062 | 新進 |
| XTX Topco Ltd | 3,084 | $34.3 萬 | 0.15% | +3,084 | 新進 |
| Regions Financial Corp | 3,093 | $34.4 萬 | 0.00% | −49−1.6% | 減碼 |
| AE Wealth Management LLC | 3,091 | $34.4 萬 | 0.00% | +870+39.2% | 加碼 |
| Boenning & Scattergood, Inc. | 3,106 | $34.6 萬 | 0.06% | +6+0.2% | 加碼 |
| Alps Advisors Inc | 3,106 | $34.6 萬 | 0.00% | +426+15.9% | 加碼 |
| Ritholtz Wealth Management | 3,183 | $35.4 萬 | 0.02% | +243+8.3% | 加碼 |
| Corton Capital Inc. | 3,244 | $36.1 萬 | 0.16% | +3,244 | 新進 |
| Susquehanna International Group, LLP | 3,351 | $37.3 萬 | 0.00% | −5,353−61.5% | 減碼 |
| Securian Asset Management, Inc | 3,456 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 3,761 | $41.9 萬 | 0.04% | +237+6.7% | 加碼 |
| TownSquare Capital, LLC | 3,795 | $42.2 萬 | 0.01% | −127−3.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 3,882 | $43.2 萬 | 0.00% | −2,337−37.6% | 減碼 |
| We Are One Seven, LLC | 3,896 | $43.4 萬 | 0.05% | −17−0.4% | 減碼 |
| Los Angeles Capital Management LLC | 3,952 | $44.0 萬 | 0.00% | 00.0% | 不變 |
| Lingohr & Partner Asset Management GmbH | 3,975 | $44.2 萬 | 1.16% | +651+19.6% | 加碼 |
| TD Ameritrade Investment Management, LLC | 4,017 | $44.7 萬 | 0.00% | +280+7.5% | 加碼 |
| Buckhead Capital Management LLC | 4,032 | $44.9 萬 | 0.10% | +402+11.1% | 加碼 |
| Navellier & Associates Inc | 4,047 | $45.1 萬 | 0.08% | −19−0.5% | 減碼 |
| Nisa Investment Advisors, LLC | 4,125 | $45.9 萬 | 0.00% | −130−3.1% | 減碼 |
| Hillsdale Investment Management Inc. | 4,180 | $46.5 萬 | 0.03% | −300−6.7% | 減碼 |
| Compton Capital Management Inc | 4,200 | $46.8 萬 | 0.13% | 00.0% | 不變 |
| Capital Impact Advisors, LLC | 4,219 | $47.0 萬 | 0.34% | −4,348−50.8% | 減碼 |
| Origin Asset Management LLP | 4,224 | $47.0 萬 | 0.16% | 00.0% | 不變 |
| Xponance, Inc. | 4,262 | $47.4 萬 | 0.01% | −60−1.4% | 減碼 |
| Zions Bancorporation, N.A. | 4,298 | $47.8 萬 | 0.04% | +2,048+91.0% | 加碼 |
| Captrust Financial Advisors | 4,527 | $50.4 萬 | 0.00% | +76+1.7% | 加碼 |
| Cornerstone Investment Partners, LLC | 4,656 | $51.8 萬 | 0.03% | −41−0.9% | 減碼 |
| Angeles Wealth Management, LLC | 4,853 | $54.0 萬 | 0.10% | +4,853 | 新進 |
| Commonwealth Equity Services, LLC | 4,866 | $54.1 萬 | 0.00% | +2,208+83.1% | 加碼 |
| Dana Investment Advisors, Inc. | 4,896 | $54.5 萬 | 0.03% | +4,896 | 新進 |
| LPL Financial LLC | 4,995 | $55.6 萬 | 0.00% | −365−6.8% | 減碼 |
| Pathstone Family Office, LLC | 3,879 | $55.6 萬 | 0.01% | +856+28.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,230 | $58.2 萬 | 0.00% | +95+1.9% | 加碼 |
| Handelsbanken Fonder AB | 5,237 | $58.3 萬 | 0.00% | +2,500+91.3% | 加碼 |
| Montecito Bank & Trust | 5,356 | $59.7 萬 | 0.11% | −100−1.8% | 減碼 |
| First Hawaiian Bank | 5,477 | $60.9 萬 | 0.02% | +58+1.1% | 加碼 |
| State of Alaska, Department of Revenue | 5,562 | $61.9 萬 | 0.01% | −9,459−63.0% | 減碼 |
| HGK Asset Management Inc | 5,560 | $61.9 萬 | 0.19% | +1,369+32.7% | 加碼 |
| Canada Pension Plan Investment Board | 5,641 | $62.8 萬 | 0.00% | +3,957+235.0% | 加碼 |
| Sit Investment Associates Inc | 5,675 | $63.2 萬 | 0.02% | −800−12.4% | 減碼 |
| Deltec Asset Management LLC | 5,760 | $64.1 萬 | 0.11% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 5,845 | $65.1 萬 | 0.18% | +3,745+178.3% | 加碼 |
| Aviva PLC | 5,862 | $65.3 萬 | 0.00% | −11,505−66.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 5,900 | $65.7 萬 | 0.01% | −400−6.3% | 減碼 |
| Shell Asset Management Co | 5,937 | $66.1 萬 | 0.02% | −878−12.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 6,085 | $67.7 萬 | 0.00% | −1,932−24.1% | 減碼 |
| Magnetar Financial LLC | 6,174 | $68.7 萬 | 0.01% | −3,418−35.6% | 減碼 |
| MML Investors Services, LLC | 6,174 | $68.7 萬 | 0.00% | +722+13.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,481 | $72.1 萬 | 0.02% | +13+0.2% | 加碼 |
| Legacy Wealth Asset Management, LLC | 6,534 | $72.7 萬 | 0.26% | +246+3.9% | 加碼 |
| BancorpSouth Bank | 6,536 | $72.8 萬 | 0.09% | −60−0.9% | 減碼 |
| Prudential PLC | 6,725 | $74.9 萬 | 0.01% | +320+5.0% | 加碼 |
| Mercer Global Advisors Inc | 6,776 | $75.4 萬 | 0.00% | −384−5.4% | 減碼 |
| Globeflex Capital L P | 7,085 | $78.9 萬 | 0.16% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 7,109 | $79.1 萬 | 0.04% | −1,292−15.4% | 減碼 |
| Neuberger Berman Group LLC | 7,431 | $82.7 萬 | 0.00% | −574−7.2% | 減碼 |
| Wright Investors Service Inc | 7,451 | $83.0 萬 | 0.21% | +7,451 | 新進 |
| James Investment Research Inc | 7,569 | $84.3 萬 | 0.09% | −1,281−14.5% | 減碼 |
| Fifth Third Bancorp | 7,682 | $85.5 萬 | 0.00% | −3,024−28.2% | 減碼 |
| Paloma Partners Management Co | 7,996 | $89.0 萬 | 0.07% | +525+7.0% | 加碼 |
| CWM Advisors, LLC | 8,033 | $89.4 萬 | 0.10% | +844+11.7% | 加碼 |
| PDT Partners, LLC | 8,042 | $89.5 萬 | 0.08% | +8,042 | 新進 |
| Teacher Retirement System of Texas | 8,109 | $90.3 萬 | 0.00% | +476+6.2% | 加碼 |
| Kendall Capital Management | 8,355 | $93.0 萬 | 0.45% | +1,645+24.5% | 加碼 |
| Donoghue Forlines LLC | 8,467 | $94.3 萬 | 0.20% | −12,234−59.1% | 減碼 |
| Campbell Newman Asset Management Inc | 8,516 | $94.8 萬 | 0.09% | +166+2.0% | 加碼 |
| Baird Financial Group, Inc. | 8,648 | $96.3 萬 | 0.00% | +8,648 | 新進 |
| New Mexico Educational Retirement Board | 8,700 | $96.8 萬 | 0.04% | 00.0% | 不變 |
| Natixis | 8,700 | $96.8 萬 | 0.00% | +8,700 | 新進 |
| Squarepoint Ops LLC | 8,800 | $98.0 萬 | 0.01% | +4,305+95.8% | 加碼 |
| Bayesian Capital Management, LP | 9,001 | $100.2 萬 | 0.15% | +9,001 | 新進 |
| NN Investment Partners Holdings N.V. | 9,100 | $101.3 萬 | 0.01% | −265−2.8% | 減碼 |