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 3 季 13F 持有人
Evercore Inc. 在 2022/9/30 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
- 369
- 較 2022 年第 2 季 −10 家
- 持有股數
- 3,226 萬
- 較 2022 年第 2 季 +48.3 萬 (+1.5%)
- 總市值
- $26.6 億
- 較 2022 年第 2 季 −$3.23 億 (−10.8%)
- 新進機構
- 41
- 另有 124 家加碼
- 清倉機構
- 51
- 另有 156 家減碼
另有 3 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,743,917 | $3.08 億 | 0.01% | −311,355−7.7% | 減碼 |
| BlackRock Inc. | 3,311,160 | $2.72 億 | 0.01% | −272,265−7.6% | 減碼 |
| JPMorgan Chase & Co | 1,693,443 | $1.39 億 | 0.02% | +317,759+23.1% | 加碼 |
| State Street Corp | 1,032,035 | $8,489 萬 | 0.01% | −58,581−5.4% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 927,910 | $7,632 萬 | 0.33% | +103,940+12.6% | 加碼 |
| Dimensional Fund Advisors LP | 865,850 | $7,121 萬 | 0.03% | +763+0.1% | 加碼 |
| Charles Schwab Investment Management Inc | 779,965 | $6,415 萬 | 0.02% | +53,002+7.3% | 加碼 |
| Goldman Sachs Group Inc | 745,981 | $6,136 萬 | 0.02% | +134,075+21.9% | 加碼 |
| Geode Capital Management, LLC | 679,309 | $5,587 萬 | 0.01% | −19,729−2.8% | 減碼 |
| Millennium Management LLC | 648,487 | $5,334 萬 | 0.07% | +145,048+28.8% | 加碼 |
| Morgan Stanley | 635,314 | $5,226 萬 | 0.01% | +59,222+10.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 537,589 | $4,422 萬 | 0.35% | +439,622+448.7% | 加碼 |
| Primecap Management Co | 537,200 | $4,419 萬 | 0.04% | +99,400+22.7% | 加碼 |
| Bank of New York Mellon Corp | 508,044 | $4,179 萬 | 0.01% | −32,900−6.1% | 減碼 |
| Bahl & Gaynor Inc | 455,464 | $3,746 萬 | 0.25% | −63,715−12.3% | 減碼 |
| Boston Partners | 384,128 | $3,349 萬 | 0.05% | −7,008−1.8% | 減碼 |
| Norges Bank | 390,422 | $3,211 萬 | 0.01% | +39,356+11.2% | 加碼 |
| Renaissance Technologies LLC | 386,000 | $3,175 萬 | 0.04% | −83,200−17.7% | 減碼 |
| First Trust Advisors LP | 381,727 | $3,140 萬 | 0.04% | +11,101+3.0% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 369,485 | $3,039 萬 | 0.22% | −476−0.1% | 減碼 |
| Copeland Capital Management, LLC | 367,298 | $3,021 萬 | 1.00% | +5,183+1.4% | 加碼 |
| AQR Capital Management LLC | 363,796 | $2,964 萬 | 0.07% | +60,951+20.1% | 加碼 |
| Franklin Resources Inc | 346,976 | $2,854 萬 | 0.02% | −845−0.2% | 減碼 |
| Citadel Advisors LLC | 343,306 | $2,824 萬 | 0.04% | −26,221−7.1% | 減碼 |
| Nitorum Capital, L.P. | 313,511 | $2,579 萬 | 2.24% | −72,400−18.8% | 減碼 |
| Northern Trust Corp | 312,724 | $2,572 萬 | 0.01% | −20,665−6.2% | 減碼 |
| Wellington Management Group LLP | 307,723 | $2,531 萬 | 0.01% | −83,126−21.3% | 減碼 |
| Paralel Advisors LLC | 300,000 | $2,468 萬 | 1.73% | +175,000+140.0% | 加碼 |
| Bank of America Corp | 281,783 | $2,318 萬 | 0.00% | −36,674−11.5% | 減碼 |
| Nuveen Asset Management, LLC | 279,920 | $2,302 萬 | 0.01% | −7,636−2.7% | 減碼 |
| Boston Trust Walden Corp | 266,310 | $2,190 萬 | 0.22% | +8,308+3.2% | 加碼 |
| Frontier Capital Management Co LLC | 259,764 | $2,137 萬 | 0.25% | +18,595+7.7% | 加碼 |
| Clark Capital Management Group, Inc. | 240,983 | $1,982 萬 | 0.26% | +8,067+3.5% | 加碼 |
| Panagora Asset Management Inc | 224,198 | $1,844 萬 | 0.13% | −2,829−1.2% | 減碼 |
| Marshall Wace, LLP | 223,472 | $1,838 萬 | 0.05% | +58,530+35.5% | 加碼 |
| Assenagon Asset Management S.A. | 208,332 | $1,714 萬 | 0.07% | +149,811+256.0% | 加碼 |
| UBS Asset Management Americas Inc | 189,452 | $1,558 萬 | 0.01% | −19,409−9.3% | 減碼 |
| Ariel Investments, LLC | 184,066 | $1,514 萬 | 0.17% | −4,911−2.6% | 減碼 |
| Wedge Capital Management L L P | 182,551 | $1,502 萬 | 0.25% | −6,611−3.5% | 減碼 |
| Bernzott Capital Advisors | 181,451 | $1,492 萬 | 2.06% | −28,112−13.4% | 減碼 |
| State of Wisconsin Investment Board | 176,723 | $1,454 萬 | 0.05% | −2,056−1.2% | 減碼 |
| American Century Companies Inc | 174,752 | $1,437 萬 | 0.01% | −44,846−20.4% | 減碼 |
| Qube Research & Technologies Ltd | 170,725 | $1,404 萬 | 0.09% | +76,436+81.1% | 加碼 |
| Russell Investments Group, Ltd. | 170,645 | $1,403 萬 | 0.03% | +154,358+947.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 169,679 | $1,395 萬 | 0.02% | −8,620−4.8% | 減碼 |
| Alliancebernstein L.P. | 165,429 | $1,361 萬 | 0.01% | +49,153+42.3% | 加碼 |
| Macquarie Group Ltd | 151,448 | $1,252 萬 | 0.02% | +4,679+3.2% | 加碼 |
| Wells Fargo & Company | 149,666 | $1,231 萬 | 0.00% | −20,918−12.3% | 減碼 |
| Principal Financial Group Inc | 140,538 | $1,156 萬 | 0.01% | −19,042−11.9% | 減碼 |
| Ameriprise Financial Inc | 139,032 | $1,144 萬 | 0.00% | −34,432−19.8% | 減碼 |
| Invesco Ltd. | 135,238 | $1,112 萬 | 0.00% | −20,856−13.4% | 減碼 |
| Ensign Peak Advisors, Inc | 133,339 | $1,097 萬 | 0.03% | +23,910+21.8% | 加碼 |
| Lord, Abbett & Co. LLC | 125,970 | $1,036 萬 | 0.04% | −3,340−2.6% | 減碼 |
| Retirement Systems of Alabama | 124,427 | $1,023 萬 | 0.05% | −6,329−4.8% | 減碼 |
| Glenmede Trust Co NA | 118,223 | $972.3 萬 | 0.06% | −33,810−22.2% | 減碼 |
| Rockefeller Capital Management L.P. | 116,513 | $958.2 萬 | 0.05% | +114,339+5,259.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 114,800 | $944.2 萬 | 0.08% | +260+0.2% | 加碼 |
| Man Group plc | 110,067 | $905.3 萬 | 0.04% | – | – |
| Epoch Investment Partners, Inc. | 106,960 | $879.7 萬 | 0.06% | −1,951−1.8% | 減碼 |
| Rhumbline Advisers | 105,700 | $869.4 萬 | 0.01% | −5,494−4.9% | 減碼 |
| Basswood Capital Management, L.L.C. | 102,889 | $846.3 萬 | 0.62% | +62,189+152.8% | 加碼 |
| CCM Investment Advisers LLC | 101,795 | $837.2 萬 | 1.42% | +3,401+3.5% | 加碼 |
| Massachusetts Financial Services Co | 101,310 | $833.3 萬 | 0.00% | +101,310 | 新進 |
| Schonfeld Strategic Advisors LLC | 100,672 | $828.0 萬 | 0.07% | +100,672 | 新進 |
| Schroder Investment Management Group | 100,027 | $822.7 萬 | 0.01% | −44,596−30.8% | 減碼 |
| Swiss National Bank | 96,300 | $792.1 萬 | 0.01% | +5,800+6.4% | 加碼 |
| Royce & Associates LP | 95,836 | $788.3 萬 | 0.09% | −3,144−3.2% | 減碼 |
| Peregrine Capital Management LLC | 94,389 | $776.3 萬 | 0.25% | −5,251−5.3% | 減碼 |
| Envestnet Asset Management Inc | 93,660 | $770.3 萬 | 0.00% | −4,278−4.4% | 減碼 |
| California Public Employees Retirement System | 92,816 | $763.4 萬 | 0.01% | +13,649+17.2% | 加碼 |
| Brookfield Asset Management Inc. | 85,760 | $705.4 萬 | 0.03% | +85,760 | 新進 |
| Eaton Vance Management | 85,200 | $700.8 萬 | 0.01% | −492−0.6% | 減碼 |
| Ziegler Capital Management, LLC | 84,429 | $696.7 萬 | 0.31% | −2,321−2.7% | 減碼 |
| Legal & General Group Plc | 78,154 | $642.8 萬 | 0.00% | −4,105−5.0% | 減碼 |
| Pier Capital, LLC | 73,961 | $608.3 萬 | 1.05% | +73,961 | 新進 |
| Kettle Hill Capital Management, LLC | 70,079 | $576.4 萬 | 1.36% | +38,825+124.2% | 加碼 |
| Royal Bank of Canada | 69,889 | $574.8 萬 | 0.00% | −115,256−62.3% | 減碼 |
| Comerica Bank | 58,885 | $566.6 萬 | 0.05% | −5,085−7.9% | 減碼 |
| Nordea Investment Management AB | 69,435 | $565.8 萬 | 0.01% | −1,396−2.0% | 減碼 |
| Federated Hermes, Inc. | 67,686 | $556.7 萬 | 0.02% | +3,734+5.8% | 加碼 |
| Brandywine Global Investment Management, LLC | 62,883 | $517.2 萬 | 0.05% | −2,999−4.6% | 減碼 |
| UBS Group AG | 60,896 | $500.9 萬 | 0.00% | −11,899−16.3% | 減碼 |
| Allianz Asset Management GmbH | 59,964 | $493.2 萬 | 0.01% | +46,279+338.2% | 加碼 |
| Interval Partners, LP | 59,243 | $487.3 萬 | 0.29% | +39,248+196.3% | 加碼 |
| Holocene Advisors, LP | 58,798 | $483.6 萬 | 0.03% | −230,165−79.7% | 減碼 |
| Fisher Asset Management, LLC | 58,272 | $479.3 萬 | 0.00% | −4,184−6.7% | 減碼 |
| Martingale Asset Management L P | 57,213 | $470.6 萬 | 0.09% | −8,891−13.5% | 減碼 |
| American International Group, Inc. | 56,834 | $467.5 萬 | 0.03% | −10,208−15.2% | 減碼 |
| Pekin Hardy Strauss, Inc. | 56,567 | $465.3 萬 | 0.78% | +2,827+5.3% | 加碼 |
| Ceredex Value Advisors LLC | 53,817 | $442.6 萬 | 0.07% | −851−1.6% | 減碼 |
| Victory Capital Management Inc | 52,988 | $435.8 萬 | 0.01% | −36,329−40.7% | 減碼 |
| New York State Teachers Retirement System | 52,064 | $428.2 萬 | 0.01% | −2,088−3.9% | 減碼 |
| Squarepoint Ops LLC | 50,910 | $418.7 萬 | 0.04% | +50,910 | 新進 |
| California State Teachers Retirement System | 49,728 | $409.0 萬 | 0.01% | +472+1.0% | 加碼 |
| Executive Wealth Management, LLC | 4,068 | $406.8 萬 | 0.58% | −36,182−89.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 48,556 | $399.4 萬 | 0.01% | −1,500−3.0% | 減碼 |
| Seizert Capital Partners, LLC | 47,576 | $391.3 萬 | 0.22% | +11,011+30.1% | 加碼 |
| South Dakota Investment Council | 47,157 | $387.9 萬 | 0.09% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 47,128 | $387.6 萬 | 0.01% | −389−0.8% | 減碼 |
| Two Sigma Advisers, LP | 47,100 | $387.4 萬 | 0.01% | −5,100−9.8% | 減碼 |