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 |
|---|---|---|---|---|---|
| Pictet Asset Management SA | 2,491 | $20.5 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 2,487 | $20.5 萬 | 0.01% | +804+47.8% | 加碼 |
| Spartan Fund Management Inc. | 2,500 | $20.6 萬 | 0.06% | +2,500 | 新進 |
| CWM Advisors, LLC | 2,520 | $20.7 萬 | 0.03% | +256+11.3% | 加碼 |
| O'Rourke & Company, Inc | 2,597 | $21.4 萬 | 0.19% | +2+0.1% | 加碼 |
| Regions Financial Corp | 2,757 | $22.7 萬 | 0.00% | −47−1.7% | 減碼 |
| Great Lakes Advisors, LLC | 2,949 | $24.3 萬 | 0.01% | −1,650−35.9% | 減碼 |
| Maryland State Retirement & Pension System | 3,021 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 3,100 | $25.5 萬 | 0.05% | −6−0.2% | 減碼 |
| MAI Capital Management | 3,138 | $25.8 萬 | 0.00% | +3,138 | 新進 |
| MQS Management LLC | 3,193 | $26.3 萬 | 0.17% | −1,309−29.1% | 減碼 |
| Dakota Wealth Management | 3,203 | $26.4 萬 | 0.02% | +35+1.1% | 加碼 |
| Fox Run Management, L.L.C. | 3,261 | $26.8 萬 | 0.10% | +3,261 | 新進 |
| Park Avenue Securities LLC | 3,268 | $26.9 萬 | 0.01% | −561−14.7% | 減碼 |
| Securian Asset Management, Inc | 3,288 | $27.0 萬 | 0.01% | −413−11.2% | 減碼 |
| Verition Fund Management LLC | 3,323 | $27.3 萬 | 0.00% | −616−15.6% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,326 | $27.4 萬 | 0.03% | 00.0% | 不變 |
| JustInvest LLC | 3,343 | $27.5 萬 | 0.01% | −67−2.0% | 減碼 |
| LPL Financial LLC | 3,354 | $27.6 萬 | 0.00% | −238−6.6% | 減碼 |
| Algert Global LLC | 3,428 | $28.2 萬 | 0.02% | +3,428 | 新進 |
| APG Asset Management N.V. | 3,400 | $28.5 萬 | 0.00% | −5,500−61.8% | 減碼 |
| XTX Topco Ltd | 3,473 | $28.6 萬 | 0.07% | +3,473 | 新進 |
| Pitcairn Co | 3,517 | $28.9 萬 | 0.03% | −766−17.9% | 減碼 |
| Commonwealth Equity Services, LLC | 3,651 | $30.0 萬 | 0.00% | +41+1.1% | 加碼 |
| We Are One Seven, LLC | 3,829 | $31.4 萬 | 0.03% | −45−1.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 3,882 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| M&T Bank Corp | 3,914 | $32.3 萬 | 0.00% | −388−9.0% | 減碼 |
| Neuberger Berman Group LLC | 3,951 | $32.5 萬 | 0.00% | −2,926−42.5% | 減碼 |
| Wambolt & Associates, LLC | 4,087 | $33.6 萬 | 0.14% | +650+18.9% | 加碼 |
| DGS Capital Management, LLC | 4,240 | $34.9 萬 | 0.23% | −282−6.2% | 減碼 |
| Xponance, Inc. | 4,260 | $35.0 萬 | 0.01% | −508−10.7% | 減碼 |
| Buckhead Capital Management LLC | 4,537 | $37.3 萬 | 0.10% | +450+11.0% | 加碼 |
| Cornerstone Investment Partners, LLC | 4,661 | $38.3 萬 | 0.03% | +21+0.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 4,667 | $38.4 萬 | 0.00% | −1,539−24.8% | 減碼 |
| Mackenzie Financial Corp | 4,686 | $38.5 萬 | 0.00% | +1,776+61.0% | 加碼 |
| Angeles Wealth Management, LLC | 4,790 | $39.4 萬 | 0.08% | −53−1.1% | 減碼 |
| Donoghue Forlines LLC | 4,990 | $41.0 萬 | 0.15% | +406+8.9% | 加碼 |
| ExodusPoint Capital Management, LP | 5,096 | $41.9 萬 | 0.01% | −37,844−88.1% | 減碼 |
| Snowden Capital Advisors LLC | 5,124 | $42.1 萬 | 0.02% | +822+19.1% | 加碼 |
| Caxton Associates LP | 5,134 | $42.2 萬 | 0.07% | +5,134 | 新進 |
| Shell Asset Management Co | 5,138 | $42.3 萬 | 0.02% | −1,348−20.8% | 減碼 |
| Pathstone Family Office, LLC | 5,182 | $42.7 萬 | 0.01% | +1,290+33.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,202 | $42.8 萬 | 0.01% | −1,593−23.4% | 減碼 |
| Handelsbanken Fonder AB | 5,237 | $43.1 萬 | 0.00% | 00.0% | 不變 |
| HGK Asset Management Inc | 5,252 | $43.2 萬 | 0.16% | −201−3.7% | 減碼 |
| FMR LLC | 5,249 | $43.2 萬 | 0.00% | +1,372+35.4% | 加碼 |
| Captrust Financial Advisors | 5,373 | $44.2 萬 | 0.00% | +639+13.5% | 加碼 |
| Zions Bancorporation, N.A. | 5,454 | $44.9 萬 | 0.05% | +74+1.4% | 加碼 |
| Capital Impact Advisors, LLC | 4,071 | $46.2 萬 | 0.46% | +690+20.4% | 加碼 |
| MML Investors Services, LLC | 5,624 | $46.3 萬 | 0.00% | −255−4.3% | 減碼 |
| Sit Investment Associates Inc | 5,675 | $46.7 萬 | 0.01% | 00.0% | 不變 |
| Deltec Asset Management LLC | 5,760 | $47.4 萬 | 0.12% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,800 | $47.7 萬 | 0.00% | +5,800 | 新進 |
| Swedbank AB | 5,800 | $47.7 萬 | 0.00% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 5,870 | $48.3 萬 | 0.00% | +5,870 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,273 | $51.6 萬 | 0.00% | +618+10.9% | 加碼 |
| New Mexico Educational Retirement Board | 6,400 | $52.6 萬 | 0.03% | 00.0% | 不變 |
| BancorpSouth Bank | 6,455 | $53.1 萬 | 0.06% | −38−0.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 6,580 | $54.1 萬 | 0.01% | +6,580 | 新進 |
| KBC Group NV | 6,640 | $54.6 萬 | 0.00% | +6,640 | 新進 |
| Legacy Wealth Asset Management, LLC | 6,686 | $55.0 萬 | 0.24% | −66−1.0% | 減碼 |
| Deutsche Bank AG | 6,741 | $55.5 萬 | 0.00% | −1,761−20.7% | 減碼 |
| Asset Management One Co.,Ltd. | 6,801 | $55.9 萬 | 0.00% | −7,938−53.9% | 減碼 |
| Los Angeles Capital Management LLC | 7,057 | $58.0 萬 | 0.00% | +3,505+98.7% | 加碼 |
| Globeflex Capital L P | 7,381 | $60.7 萬 | 0.10% | +296+4.2% | 加碼 |
| Jane Street Group, LLC | 7,526 | $61.9 萬 | 0.00% | +3,895+107.3% | 加碼 |
| James Investment Research Inc | 7,594 | $62.5 萬 | 0.09% | 00.0% | 不變 |
| Fifth Third Bancorp | 7,634 | $62.8 萬 | 0.00% | −188−2.4% | 減碼 |
| Prana Capital Management, LP | 8,183 | $67.3 萬 | 0.05% | +8,183 | 新進 |
| DuPont Capital Management Corp | 8,311 | $68.4 萬 | 0.04% | −7,150−46.2% | 減碼 |
| Hohimer Wealth Management, LLC | 8,325 | $68.5 萬 | 0.22% | −18−0.2% | 減碼 |
| Kendall Capital Management | 8,395 | $69.0 萬 | 0.40% | −195−2.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,574 | $70.5 萬 | 0.01% | −1,197−12.3% | 減碼 |
| San Luis Wealth Advisors LLC | 8,620 | $70.9 萬 | 0.74% | +8,620 | 新進 |
| EFG Asset Management (North America) Corp. | 8,656 | $71.2 萬 | 0.16% | −651−7.0% | 減碼 |
| Engineers Gate Manager LP | 8,768 | $72.1 萬 | 0.04% | −14,229−61.9% | 減碼 |
| Washington Trust Advisors, Inc. | 8,970 | $73.8 萬 | 0.07% | −250−2.7% | 減碼 |
| Prudential PLC | 8,990 | $73.9 萬 | 0.01% | +2,018+28.9% | 加碼 |
| State of Michigan Retirement System | 9,105 | $74.9 萬 | 0.01% | −1,200−11.6% | 減碼 |
| Campbell Newman Asset Management Inc | 9,110 | $74.9 萬 | 0.08% | +213+2.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 9,261 | $76.1 萬 | 0.03% | −1,565−14.5% | 減碼 |
| Janney Montgomery Scott LLC | 9,250 | $76.1 萬 | 0.00% | 00.0% | 不變 |
| Virtus Family Office LLC | 9,511 | $78.2 萬 | 2.00% | +9,511 | 新進 |
| Thrivent Financial for Lutherans | 9,531 | $78.4 萬 | 0.00% | −1,119−10.5% | 減碼 |
| Louisiana State Employees Retirement System | 9,600 | $79.0 萬 | 0.02% | −1,100−10.3% | 減碼 |
| SG Americas Securities, LLC | 9,837 | $80.9 萬 | 0.01% | −1,308−11.7% | 減碼 |
| Bridge City Capital, LLC | 9,833 | $80.9 萬 | 0.44% | +334+3.5% | 加碼 |
| Pearl River Capital, LLC | 9,857 | $81.1 萬 | 0.15% | −890−8.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 9,861 | $81.1 萬 | 0.05% | +2,089+26.9% | 加碼 |
| Cornercap Investment Counsel Inc | 9,889 | $81.3 萬 | 0.15% | 00.0% | 不變 |
| Wright Investors Service Inc | 10,384 | $85.4 萬 | 0.27% | +2,419+30.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 10,461 | $86.0 萬 | 0.02% | +1,171+12.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 10,514 | $86.5 萬 | 0.01% | −753−6.7% | 減碼 |
| State of Alaska, Department of Revenue | 10,634 | $87.4 萬 | 0.01% | +4,807+82.5% | 加碼 |
| PDT Partners, LLC | 10,636 | $87.5 萬 | 0.13% | +2,594+32.3% | 加碼 |
| Arizona State Retirement System | 11,032 | $90.7 萬 | 0.01% | +625+6.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,413 | $93.9 萬 | 0.00% | +11,413 | 新進 |
| AXA S.A. | 11,500 | $94.6 萬 | 0.00% | −300−2.5% | 減碼 |
| Rocky Mountain Advisers, LLC | 11,525 | $94.8 萬 | 1.23% | +375+3.4% | 加碼 |
| Edgestream Partners, L.P. | 11,700 | $96.2 萬 | 0.07% | +11,700 | 新進 |