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 |
|---|---|---|---|---|---|
| Prana Capital Management, LP | 8,183 | $67.3 萬 | 0.05% | +8,183 | 新進 |
| Fifth Third Bancorp | 7,634 | $62.8 萬 | 0.00% | −188−2.4% | 減碼 |
| James Investment Research Inc | 7,594 | $62.5 萬 | 0.09% | 00.0% | 不變 |
| Jane Street Group, LLC | 7,526 | $61.9 萬 | 0.00% | +3,895+107.3% | 加碼 |
| Globeflex Capital L P | 7,381 | $60.7 萬 | 0.10% | +296+4.2% | 加碼 |
| Los Angeles Capital Management LLC | 7,057 | $58.0 萬 | 0.00% | +3,505+98.7% | 加碼 |
| Asset Management One Co.,Ltd. | 6,801 | $55.9 萬 | 0.00% | −7,938−53.9% | 減碼 |
| Deutsche Bank AG | 6,741 | $55.5 萬 | 0.00% | −1,761−20.7% | 減碼 |
| Legacy Wealth Asset Management, LLC | 6,686 | $55.0 萬 | 0.24% | −66−1.0% | 減碼 |
| KBC Group NV | 6,640 | $54.6 萬 | 0.00% | +6,640 | 新進 |
| Teachers Retirement System of the State of Kentucky | 6,580 | $54.1 萬 | 0.01% | +6,580 | 新進 |
| BancorpSouth Bank | 6,455 | $53.1 萬 | 0.06% | −38−0.6% | 減碼 |
| New Mexico Educational Retirement Board | 6,400 | $52.6 萬 | 0.03% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,273 | $51.6 萬 | 0.00% | +618+10.9% | 加碼 |
| Voloridge Investment Management, LLC | 5,870 | $48.3 萬 | 0.00% | +5,870 | 新進 |
| Swedbank AB | 5,800 | $47.7 萬 | 0.00% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,800 | $47.7 萬 | 0.00% | +5,800 | 新進 |
| Deltec Asset Management LLC | 5,760 | $47.4 萬 | 0.12% | 00.0% | 不變 |
| Sit Investment Associates Inc | 5,675 | $46.7 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 5,624 | $46.3 萬 | 0.00% | −255−4.3% | 減碼 |
| Capital Impact Advisors, LLC | 4,071 | $46.2 萬 | 0.46% | +690+20.4% | 加碼 |
| Zions Bancorporation, N.A. | 5,454 | $44.9 萬 | 0.05% | +74+1.4% | 加碼 |
| Captrust Financial Advisors | 5,373 | $44.2 萬 | 0.00% | +639+13.5% | 加碼 |
| 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 |
| Handelsbanken Fonder AB | 5,237 | $43.1 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 5,202 | $42.8 萬 | 0.01% | −1,593−23.4% | 減碼 |
| Pathstone Family Office, LLC | 5,182 | $42.7 萬 | 0.01% | +1,290+33.1% | 加碼 |
| Shell Asset Management Co | 5,138 | $42.3 萬 | 0.02% | −1,348−20.8% | 減碼 |
| Caxton Associates LP | 5,134 | $42.2 萬 | 0.07% | +5,134 | 新進 |
| Snowden Capital Advisors LLC | 5,124 | $42.1 萬 | 0.02% | +822+19.1% | 加碼 |
| ExodusPoint Capital Management, LP | 5,096 | $41.9 萬 | 0.01% | −37,844−88.1% | 減碼 |
| Donoghue Forlines LLC | 4,990 | $41.0 萬 | 0.15% | +406+8.9% | 加碼 |
| Angeles Wealth Management, LLC | 4,790 | $39.4 萬 | 0.08% | −53−1.1% | 減碼 |
| Mackenzie Financial Corp | 4,686 | $38.5 萬 | 0.00% | +1,776+61.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 4,667 | $38.4 萬 | 0.00% | −1,539−24.8% | 減碼 |
| Cornerstone Investment Partners, LLC | 4,661 | $38.3 萬 | 0.03% | +21+0.5% | 加碼 |
| Buckhead Capital Management LLC | 4,537 | $37.3 萬 | 0.10% | +450+11.0% | 加碼 |
| Xponance, Inc. | 4,260 | $35.0 萬 | 0.01% | −508−10.7% | 減碼 |
| DGS Capital Management, LLC | 4,240 | $34.9 萬 | 0.23% | −282−6.2% | 減碼 |
| Wambolt & Associates, LLC | 4,087 | $33.6 萬 | 0.14% | +650+18.9% | 加碼 |
| Neuberger Berman Group LLC | 3,951 | $32.5 萬 | 0.00% | −2,926−42.5% | 減碼 |
| M&T Bank Corp | 3,914 | $32.3 萬 | 0.00% | −388−9.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 3,882 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| We Are One Seven, LLC | 3,829 | $31.4 萬 | 0.03% | −45−1.2% | 減碼 |
| Commonwealth Equity Services, LLC | 3,651 | $30.0 萬 | 0.00% | +41+1.1% | 加碼 |
| Pitcairn Co | 3,517 | $28.9 萬 | 0.03% | −766−17.9% | 減碼 |
| XTX Topco Ltd | 3,473 | $28.6 萬 | 0.07% | +3,473 | 新進 |
| APG Asset Management N.V. | 3,400 | $28.5 萬 | 0.00% | −5,500−61.8% | 減碼 |
| Algert Global LLC | 3,428 | $28.2 萬 | 0.02% | +3,428 | 新進 |
| LPL Financial LLC | 3,354 | $27.6 萬 | 0.00% | −238−6.6% | 減碼 |
| JustInvest LLC | 3,343 | $27.5 萬 | 0.01% | −67−2.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,326 | $27.4 萬 | 0.03% | 00.0% | 不變 |
| Verition Fund Management LLC | 3,323 | $27.3 萬 | 0.00% | −616−15.6% | 減碼 |
| Securian Asset Management, Inc | 3,288 | $27.0 萬 | 0.01% | −413−11.2% | 減碼 |
| Park Avenue Securities LLC | 3,268 | $26.9 萬 | 0.01% | −561−14.7% | 減碼 |
| Fox Run Management, L.L.C. | 3,261 | $26.8 萬 | 0.10% | +3,261 | 新進 |
| Dakota Wealth Management | 3,203 | $26.4 萬 | 0.02% | +35+1.1% | 加碼 |
| MQS Management LLC | 3,193 | $26.3 萬 | 0.17% | −1,309−29.1% | 減碼 |
| MAI Capital Management | 3,138 | $25.8 萬 | 0.00% | +3,138 | 新進 |
| Boenning & Scattergood, Inc. | 3,100 | $25.5 萬 | 0.05% | −6−0.2% | 減碼 |
| Maryland State Retirement & Pension System | 3,021 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 2,949 | $24.3 萬 | 0.01% | −1,650−35.9% | 減碼 |
| Regions Financial Corp | 2,757 | $22.7 萬 | 0.00% | −47−1.7% | 減碼 |
| O'Rourke & Company, Inc | 2,597 | $21.4 萬 | 0.19% | +2+0.1% | 加碼 |
| CWM Advisors, LLC | 2,520 | $20.7 萬 | 0.03% | +256+11.3% | 加碼 |
| Spartan Fund Management Inc. | 2,500 | $20.6 萬 | 0.06% | +2,500 | 新進 |
| 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 |
| Personal Cfo Solutions, LLC | 2,478 | $20.4 萬 | 0.05% | −62−2.4% | 減碼 |
| TD Ameritrade Investment Management, LLC | 2,470 | $20.3 萬 | 0.00% | −629−20.3% | 減碼 |
| HSBC Holdings PLC | 2,463 | $20.2 萬 | 0.00% | −13,651−84.7% | 減碼 |
| Itau Unibanco Holding S.A. | 2,447 | $20.1 萬 | 0.01% | +2,447 | 新進 |
| State of Wyoming | 2,310 | $19.0 萬 | 0.09% | +1,255+119.0% | 加碼 |
| Aquatic Capital Management LLC | 2,200 | $18.1 萬 | 0.02% | +600+37.5% | 加碼 |
| Van Eck Associates Corp | 2,144 | $17.6 萬 | 0.00% | +458+27.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,133 | $17.5 萬 | 0.00% | −304−12.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,033 | $16.7 萬 | 0.00% | −444−17.9% | 減碼 |
| Acadian Asset Management LLC | 1,777 | $14.5 萬 | 0.00% | +1,777 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,687 | $13.9 萬 | 0.00% | +1,650+4,459.5% | 加碼 |
| PEAK6 Investments LLC | 1,635 | $13.4 萬 | 0.00% | −4,534−73.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,541 | $12.7 萬 | 0.00% | −67−4.2% | 減碼 |
| Covestor Ltd | 1,531 | $12.6 萬 | 0.11% | +475+45.0% | 加碼 |
| Quantbot Technologies LP | 1,341 | $11.0 萬 | 0.01% | +1,341 | 新進 |
| Parallel Advisors, LLC | 1,203 | $9.90 萬 | 0.00% | −1,399−53.8% | 減碼 |
| IFP Advisors, Inc | 722 | $9.20 萬 | 0.00% | −1−0.1% | 減碼 |
| JJJ Advisors Inc. | 1,008 | $8.70 萬 | 0.03% | +559+124.5% | 加碼 |
| Neo Ivy Capital Management | 1,052 | $8.70 萬 | 0.23% | +1,052 | 新進 |
| Lazard Asset Management LLC | 1,029 | $8.40 萬 | 0.00% | +307+42.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,000 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 956 | $7.90 萬 | 0.00% | −28−2.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 823 | $6.80 萬 | 0.02% | +17+2.1% | 加碼 |
| First Horizon Advisors, Inc. | 764 | $6.30 萬 | 0.00% | −428−35.9% | 減碼 |
| Arlington Partners LLC | 699 | $5.70 萬 | 0.02% | −367−34.4% | 減碼 |
| FourThought Financial, LLC | 640 | $5.30 萬 | 0.01% | −20−3.0% | 減碼 |
| American Portfolios Advisors | 618 | $5.08 萬 | 0.00% | +203+48.9% | 加碼 |
| Proequities, Inc. | 556 | $4.60 萬 | 0.00% | −139−20.0% | 減碼 |
| Parkside Financial Bank & Trust | 491 | $4.10 萬 | 0.01% | +24+5.1% | 加碼 |
| Wipfli Financial Advisors LLC, | 467 | $3.80 萬 | 0.00% | +467 | 新進 |
| Quent Capital, LLC | 367 | $3.00 萬 | 0.01% | −27−6.9% | 減碼 |