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 2 季 13F 持有人
Evercore Inc. 在 2022/6/30 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
- 382
- 較 2022 年第 1 季 −15 家
- 持有股數
- 3,178 萬
- 較 2022 年第 1 季 −157.6 萬 (−4.7%)
- 總市值
- $29.8 億
- 較 2022 年第 1 季 −$7.32 億 (−19.7%)
- 新進機構
- 45
- 另有 152 家加碼
- 清倉機構
- 60
- 另有 143 家減碼
另有 9 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,055,272 | $3.80 億 | 0.01% | +185,497+4.8% | 加碼 |
| BlackRock Inc. | 3,583,425 | $3.35 億 | 0.01% | +195,343+5.8% | 加碼 |
| JPMorgan Chase & Co | 1,375,684 | $1.29 億 | 0.02% | +18,894+1.4% | 加碼 |
| State Street Corp | 1,090,616 | $1.02 億 | 0.01% | +14,066+1.3% | 加碼 |
| Dimensional Fund Advisors LP | 865,087 | $8,098 萬 | 0.03% | −4,458−0.5% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 823,970 | $7,713 萬 | 0.31% | +171,430+26.3% | 加碼 |
| Charles Schwab Investment Management Inc | 726,963 | $6,805 萬 | 0.02% | +48,210+7.1% | 加碼 |
| Geode Capital Management, LLC | 699,038 | $6,544 萬 | 0.01% | +100,145+16.7% | 加碼 |
| Goldman Sachs Group Inc | 611,906 | $5,728 萬 | 0.02% | −83,230−12.0% | 減碼 |
| Morgan Stanley | 576,092 | $5,393 萬 | 0.01% | −136,202−19.1% | 減碼 |
| Bank of New York Mellon Corp | 540,944 | $5,064 萬 | 0.01% | −19,617−3.5% | 減碼 |
| Bahl & Gaynor Inc | 519,179 | $4,860 萬 | 0.32% | +152,751+41.7% | 加碼 |
| Millennium Management LLC | 503,439 | $4,713 萬 | 0.06% | −15,619−3.0% | 減碼 |
| Renaissance Technologies LLC | 469,200 | $4,392 萬 | 0.05% | +221,400+89.3% | 加碼 |
| Primecap Management Co | 437,800 | $4,098 萬 | 0.04% | +26,500+6.4% | 加碼 |
| Boston Partners | 391,136 | $3,697 萬 | 0.05% | −147,941−27.4% | 減碼 |
| Wellington Management Group LLP | 390,849 | $3,659 萬 | 0.01% | +112,807+40.6% | 加碼 |
| Nitorum Capital, L.P. | 385,911 | $3,613 萬 | 2.66% | 00.0% | 不變 |
| First Trust Advisors LP | 370,626 | $3,469 萬 | 0.04% | +34,518+10.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 369,961 | $3,463 萬 | 0.24% | +65,511+21.5% | 加碼 |
| Citadel Advisors LLC | 369,527 | $3,459 萬 | 0.05% | −133,283−26.5% | 減碼 |
| Copeland Capital Management, LLC | 362,115 | $3,390 萬 | 1.07% | −1,512−0.4% | 減碼 |
| Norges Bank | 351,066 | $3,286 萬 | 0.01% | −2,960−0.8% | 減碼 |
| Franklin Resources Inc | 347,821 | $3,256 萬 | 0.02% | −10,542−2.9% | 減碼 |
| Northern Trust Corp | 333,389 | $3,121 萬 | 0.01% | −61,659−15.6% | 減碼 |
| Bank of America Corp | 318,457 | $2,981 萬 | 0.00% | −29,532−8.5% | 減碼 |
| AQR Capital Management LLC | 302,845 | $2,813 萬 | 0.06% | +9,151+3.1% | 加碼 |
| Holocene Advisors, LP | 288,963 | $2,705 萬 | 0.16% | +13,563+4.9% | 加碼 |
| Nuveen Asset Management, LLC | 287,556 | $2,692 萬 | 0.01% | +53,268+22.7% | 加碼 |
| Boston Trust Walden Corp | 258,002 | $2,415 萬 | 0.23% | +4,391+1.7% | 加碼 |
| Frontier Capital Management Co LLC | 241,169 | $2,258 萬 | 0.26% | +360.0% | 加碼 |
| Clark Capital Management Group, Inc. | 232,916 | $2,180 萬 | 0.29% | +10,943+4.9% | 加碼 |
| Panagora Asset Management Inc | 227,027 | $2,125 萬 | 0.14% | +74,617+49.0% | 加碼 |
| American Century Companies Inc | 219,598 | $2,056 萬 | 0.02% | +120,711+122.1% | 加碼 |
| Bernzott Capital Advisors | 209,563 | $1,962 萬 | 2.17% | +141+0.1% | 加碼 |
| UBS Asset Management Americas Inc | 208,861 | $1,955 萬 | 0.01% | +7,619+3.8% | 加碼 |
| TimesSquare Capital Management, LLC | 201,955 | $1,891 萬 | 0.26% | −132,100−39.5% | 減碼 |
| Wedge Capital Management L L P | 189,162 | $1,771 萬 | 0.28% | +1,317+0.7% | 加碼 |
| Ariel Investments, LLC | 188,977 | $1,769 萬 | 0.18% | −24,030−11.3% | 減碼 |
| Royal Bank of Canada | 185,145 | $1,733 萬 | 0.01% | −17,055−8.4% | 減碼 |
| State of Wisconsin Investment Board | 178,779 | $1,674 萬 | 0.04% | +6,801+4.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 178,299 | $1,669 萬 | 0.03% | −55,232−23.7% | 減碼 |
| Ameriprise Financial Inc | 173,464 | $1,623 萬 | 0.01% | −8,605−4.7% | 減碼 |
| Wells Fargo & Company | 170,584 | $1,597 萬 | 0.01% | −103,830−37.8% | 減碼 |
| Marshall Wace, LLP | 164,942 | $1,544 萬 | 0.04% | −25,460−13.4% | 減碼 |
| Principal Financial Group Inc | 159,580 | $1,494 萬 | 0.01% | +9,710+6.5% | 加碼 |
| Invesco Ltd. | 156,094 | $1,461 萬 | 0.00% | −109,486−41.2% | 減碼 |
| Glenmede Trust Co NA | 152,033 | $1,423 萬 | 0.08% | −19,524−11.4% | 減碼 |
| Schroder Investment Management Group | 144,623 | $1,379 萬 | 0.02% | −47,945−24.9% | 減碼 |
| Macquarie Group Ltd | 146,769 | $1,374 萬 | 0.02% | +288+0.2% | 加碼 |
| Retirement Systems of Alabama | 130,756 | $1,224 萬 | 0.05% | +2,279+1.8% | 加碼 |
| Lord, Abbett & Co. LLC | 129,310 | $1,211 萬 | 0.04% | −180,943−58.3% | 減碼 |
| Paralel Advisors LLC | 125,000 | $1,170 萬 | 0.78% | 00.0% | 不變 |
| Man Group plc | – | $1,114 萬 | 0.05% | – | – |
| Alliancebernstein L.P. | 116,276 | $1,089 萬 | 0.00% | −50,108−30.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 114,540 | $1,072 萬 | 0.08% | −19,370−14.5% | 減碼 |
| Rhumbline Advisers | 111,194 | $1,041 萬 | 0.02% | +12,547+12.7% | 加碼 |
| Ensign Peak Advisors, Inc | 109,429 | $1,024 萬 | 0.02% | +26,015+31.2% | 加碼 |
| Epoch Investment Partners, Inc. | 108,911 | $1,020 萬 | 0.06% | +68,406+168.9% | 加碼 |
| Peregrine Capital Management LLC | 99,640 | $932.7 萬 | 0.28% | −400.0% | 減碼 |
| Royce & Associates LP | 98,980 | $926.6 萬 | 0.10% | −31,429−24.1% | 減碼 |
| CCM Investment Advisers LLC | 98,394 | $921.0 萬 | 1.48% | +5,024+5.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 97,967 | $917.1 萬 | 0.07% | −99,456−50.4% | 減碼 |
| Envestnet Asset Management Inc | 97,938 | $916.8 萬 | 0.01% | +2,969+3.1% | 加碼 |
| Qube Research & Technologies Ltd | 94,289 | $882.6 萬 | 0.07% | −45,371−32.5% | 減碼 |
| Swiss National Bank | 90,500 | $847.2 萬 | 0.01% | −1,700−1.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 90,020 | $842.7 萬 | 0.06% | +12,063+15.5% | 加碼 |
| Victory Capital Management Inc | 89,317 | $836.1 萬 | 0.01% | +20,032+28.9% | 加碼 |
| Ziegler Capital Management, LLC | 86,750 | $812.1 萬 | 0.33% | −21,281−19.7% | 減碼 |
| Eaton Vance Management | 85,692 | $802.1 萬 | 0.01% | +1,405+1.7% | 加碼 |
| Point72 Asset Management, L.P. | 82,424 | $771.6 萬 | 0.04% | +82,424 | 新進 |
| Legal & General Group Plc | 82,259 | $770.0 萬 | 0.00% | +2,107+2.6% | 加碼 |
| California Public Employees Retirement System | 79,167 | $741.1 萬 | 0.01% | −5,869−6.9% | 減碼 |
| UBS Group AG | 72,795 | $681.5 萬 | 0.00% | +712+1.0% | 加碼 |
| Nordea Investment Management AB | 70,831 | $657.9 萬 | 0.01% | −6,381−8.3% | 減碼 |
| American International Group, Inc. | 67,042 | $627.6 萬 | 0.04% | +952+1.4% | 加碼 |
| Martingale Asset Management L P | 66,104 | $618.9 萬 | 0.11% | −17,773−21.2% | 減碼 |
| Brandywine Global Investment Management, LLC | 65,882 | $616.7 萬 | 0.05% | −336−0.5% | 減碼 |
| Moody Aldrich Partners LLC | 64,635 | $605.0 萬 | 1.19% | −50,441−43.8% | 減碼 |
| Federated Hermes, Inc. | 63,952 | $598.7 萬 | 0.02% | +152+0.2% | 加碼 |
| Comerica Bank | 63,970 | $597.7 萬 | 0.05% | +2,225+3.6% | 加碼 |
| Bridgewater Associates, LP | 62,877 | $588.6 萬 | 0.02% | +62,877 | 新進 |
| Fisher Asset Management, LLC | 62,456 | $584.7 萬 | 0.00% | +159+0.3% | 加碼 |
| Assenagon Asset Management S.A. | 58,521 | $547.8 萬 | 0.02% | +58,521 | 新進 |
| Ceredex Value Advisors LLC | 54,668 | $511.8 萬 | 0.08% | −73,459−57.3% | 減碼 |
| New York State Teachers Retirement System | 54,152 | $506.9 萬 | 0.01% | +318+0.6% | 加碼 |
| Pekin Hardy Strauss, Inc. | 53,740 | $503.1 萬 | 0.78% | +15,318+39.9% | 加碼 |
| Two Sigma Advisers, LP | 52,200 | $488.6 萬 | 0.01% | −500−0.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 50,056 | $468.6 萬 | 0.01% | −10,422−17.2% | 減碼 |
| California State Teachers Retirement System | 49,256 | $461.1 萬 | 0.01% | −653−1.3% | 減碼 |
| Redwood Investment Management, LLC | 48,475 | $453.8 萬 | 0.76% | −8,785−15.3% | 減碼 |
| Bank of Nova Scotia | 48,100 | $450.3 萬 | 0.01% | +48,100 | 新進 |
| First Republic Investment Management, Inc. | 47,517 | $444.8 萬 | 0.01% | −30,670−39.2% | 減碼 |
| South Dakota Investment Council | 47,157 | $441.4 萬 | 0.10% | +816+1.8% | 加碼 |
| Voya Investment Management LLC | 43,623 | $408.3 萬 | 0.01% | +15,215+53.6% | 加碼 |
| New York State Common Retirement Fund | 43,277 | $405.1 萬 | 0.01% | −14,173−24.7% | 減碼 |
| Guggenheim Capital LLC | 43,037 | $402.9 萬 | 0.03% | −11,308−20.8% | 減碼 |
| ExodusPoint Capital Management, LP | 42,940 | $402.0 萬 | 0.06% | +40,343+1,553.4% | 加碼 |
| Basswood Capital Management, L.L.C. | 40,700 | $381.0 萬 | 0.24% | +40,700 | 新進 |
| Executive Wealth Management, LLC | 40,250 | $376.7 萬 | 0.51% | −7,850−16.3% | 減碼 |