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 4 季 13F 持有人
Evercore Inc. 在 2022/12/31 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
- 395
- 較 2022 年第 3 季 +31 家
- 持有股數
- 3,283 萬
- 較 2022 年第 3 季 +67.0 萬 (+2.1%)
- 總市值
- $35.8 億
- 較 2022 年第 3 季 +$9.32 億 (+35.1%)
- 新進機構
- 74
- 另有 112 家加碼
- 清倉機構
- 43
- 另有 152 家減碼
另有 5 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,764,858 | $4.11 億 | 0.01% | +20,941+0.6% | 加碼 |
| BlackRock Inc. | 3,453,530 | $3.77 億 | 0.01% | +142,370+4.3% | 加碼 |
| JPMorgan Chase & Co | 1,603,886 | $1.75 億 | 0.02% | −89,557−5.3% | 減碼 |
| State Street Corp | 1,040,211 | $1.13 億 | 0.01% | +8,176+0.8% | 加碼 |
| Millennium Management LLC | 960,939 | $1.05 億 | 0.12% | +312,452+48.2% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 919,960 | $1.00 億 | 0.39% | −7,950−0.9% | 減碼 |
| Massachusetts Financial Services Co | 870,944 | $9,500 萬 | 0.03% | +769,634+759.7% | 加碼 |
| Dimensional Fund Advisors LP | 869,478 | $9,485 萬 | 0.03% | +3,628+0.4% | 加碼 |
| Charles Schwab Investment Management Inc | 793,758 | $8,658 萬 | 0.03% | +13,793+1.8% | 加碼 |
| Morgan Stanley | 715,646 | $7,806 萬 | 0.01% | +80,332+12.6% | 加碼 |
| Geode Capital Management, LLC | 639,939 | $6,980 萬 | 0.01% | −39,370−5.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 623,194 | $6,798 萬 | 0.43% | +253,709+68.7% | 加碼 |
| Primecap Management Co | 578,880 | $6,314 萬 | 0.06% | +41,680+7.8% | 加碼 |
| Goldman Sachs Group Inc | 541,558 | $5,907 萬 | 0.02% | −204,423−27.4% | 減碼 |
| Bank of New York Mellon Corp | 513,398 | $5,600 萬 | 0.01% | +5,354+1.1% | 加碼 |
| Bahl & Gaynor Inc | 497,091 | $5,422 萬 | 0.34% | +41,627+9.1% | 加碼 |
| Jacobs Levy Equity Management, Inc | 496,209 | $5,413 萬 | 0.37% | −41,380−7.7% | 減碼 |
| Boston Partners | 379,403 | $4,298 萬 | 0.06% | −4,725−1.2% | 減碼 |
| First Trust Advisors LP | 393,790 | $4,295 萬 | 0.05% | +12,063+3.2% | 加碼 |
| Fisher Asset Management, LLC | 371,735 | $4,055 萬 | 0.03% | +313,463+537.9% | 加碼 |
| Norges Bank | 354,875 | $3,871 萬 | 0.01% | −35,547−9.1% | 減碼 |
| Franklin Resources Inc | 344,115 | $3,754 萬 | 0.02% | −2,861−0.8% | 減碼 |
| Nuveen Asset Management, LLC | 318,724 | $3,477 萬 | 0.01% | +38,804+13.9% | 加碼 |
| Bank of America Corp | 313,005 | $3,414 萬 | 0.00% | +31,222+11.1% | 加碼 |
| Clark Capital Management Group, Inc. | 303,328 | $3,309 萬 | 0.30% | +62,345+25.9% | 加碼 |
| Paralel Advisors LLC | 300,000 | $3,272 萬 | 1.93% | 00.0% | 不變 |
| Northern Trust Corp | 293,178 | $3,198 萬 | 0.01% | −19,546−6.3% | 減碼 |
| Channing Capital Management, LLC | 282,650 | $3,083 萬 | 0.98% | +282,650 | 新進 |
| Sparta 24 Ltd. | 275,400 | $3,004 萬 | 25.88% | +275,400 | 新進 |
| Boston Trust Walden Corp | 263,805 | $2,878 萬 | 0.25% | −2,505−0.9% | 減碼 |
| AQR Capital Management LLC | 264,317 | $2,873 萬 | 0.07% | −99,479−27.3% | 減碼 |
| Frontier Capital Management Co LLC | 254,493 | $2,776 萬 | 0.30% | −5,271−2.0% | 減碼 |
| Kettle Hill Capital Management, LLC | 240,241 | $2,621 萬 | 5.16% | +170,162+242.8% | 加碼 |
| American Century Companies Inc | 220,598 | $2,406 萬 | 0.02% | +45,846+26.2% | 加碼 |
| Balyasny Asset Management LLC | 208,209 | $2,271 萬 | 0.08% | +208,209 | 新進 |
| Wellington Management Group LLP | 204,815 | $2,234 萬 | 0.00% | −102,908−33.4% | 減碼 |
| Renaissance Technologies LLC | 197,500 | $2,154 萬 | 0.03% | −188,500−48.8% | 減碼 |
| UBS Asset Management Americas Inc | 189,648 | $2,069 萬 | 0.01% | +196+0.1% | 加碼 |
| Russell Investments Group, Ltd. | 182,617 | $1,992 萬 | 0.04% | +11,972+7.0% | 加碼 |
| Invesco Ltd. | 177,263 | $1,934 萬 | 0.01% | +42,025+31.1% | 加碼 |
| Bernzott Capital Advisors | 175,847 | $1,918 萬 | 2.48% | −5,604−3.1% | 減碼 |
| State of Wisconsin Investment Board | 173,835 | $1,896 萬 | 0.06% | −2,888−1.6% | 減碼 |
| Nitorum Capital, L.P. | 173,544 | $1,893 萬 | 1.78% | −139,967−44.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 167,557 | $1,828 萬 | 0.03% | −2,122−1.3% | 減碼 |
| Wedge Capital Management L L P | 164,528 | $1,795 萬 | 0.29% | −18,023−9.9% | 減碼 |
| Lord, Abbett & Co. LLC | 160,560 | $1,751 萬 | 0.06% | +34,590+27.5% | 加碼 |
| Ariel Investments, LLC | 154,111 | $1,681 萬 | 0.17% | −29,955−16.3% | 減碼 |
| Basswood Capital Management, L.L.C. | 154,048 | $1,680 萬 | 1.24% | +51,159+49.7% | 加碼 |
| River Road Asset Management, LLC | 150,645 | $1,643 萬 | 0.23% | +150,645 | 新進 |
| Wells Fargo & Company | 149,642 | $1,632 萬 | 0.01% | −240.0% | 減碼 |
| Macquarie Group Ltd | 141,675 | $1,545 萬 | 0.02% | −9,773−6.5% | 減碼 |
| Principal Financial Group Inc | 140,250 | $1,530 萬 | 0.01% | −288−0.2% | 減碼 |
| Ameriprise Financial Inc | 137,014 | $1,495 萬 | 0.01% | −2,018−1.5% | 減碼 |
| Retirement Systems of Alabama | 124,375 | $1,357 萬 | 0.06% | −520.0% | 減碼 |
| Panagora Asset Management Inc | 116,760 | $1,274 萬 | 0.08% | −107,438−47.9% | 減碼 |
| Man Group plc | 115,865 | $1,264 萬 | 0.05% | +5,798+5.3% | 加碼 |
| Rockefeller Capital Management L.P. | 112,320 | $1,225 萬 | 0.06% | −4,193−3.6% | 減碼 |
| Alliancebernstein L.P. | 110,139 | $1,201 萬 | 0.01% | −55,290−33.4% | 減碼 |
| Rhumbline Advisers | 109,534 | $1,195 萬 | 0.02% | +3,834+3.6% | 加碼 |
| Glenmede Trust Co NA | 109,007 | $1,189 萬 | 0.07% | −9,216−7.8% | 減碼 |
| New York State Common Retirement Fund | 105,456 | $1,150 萬 | 0.02% | +63,293+150.1% | 加碼 |
| Royce & Associates LP | 104,674 | $1,142 萬 | 0.12% | +8,838+9.2% | 加碼 |
| Citadel Advisors LLC | 103,879 | $1,133 萬 | 0.01% | −239,427−69.7% | 減碼 |
| Epoch Investment Partners, Inc. | 102,193 | $1,115 萬 | 0.07% | −4,767−4.5% | 減碼 |
| Schroder Investment Management Group | 99,951 | $1,090 萬 | 0.02% | −76−0.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 99,680 | $1,087 萬 | 0.08% | −15,120−13.2% | 減碼 |
| CCM Investment Advisers LLC | 98,231 | $1,072 萬 | 1.70% | −3,564−3.5% | 減碼 |
| California Public Employees Retirement System | 95,078 | $1,037 萬 | 0.01% | +2,262+2.4% | 加碼 |
| Ensign Peak Advisors, Inc | 92,413 | $1,008 萬 | 0.02% | −40,926−30.7% | 減碼 |
| Peregrine Capital Management LLC | 91,604 | $999.2 萬 | 0.31% | −2,785−3.0% | 減碼 |
| Swiss National Bank | 89,800 | $979.5 萬 | 0.01% | −6,500−6.7% | 減碼 |
| Victory Capital Management Inc | 87,515 | $954.6 萬 | 0.01% | +34,527+65.2% | 加碼 |
| Ziegler Capital Management, LLC | 82,794 | $908.3 萬 | 0.38% | −1,635−1.9% | 減碼 |
| LMR Partners LLP | 81,488 | $888.9 萬 | 0.21% | +81,488 | 新進 |
| Pier Capital, LLC | 79,419 | $866.3 萬 | 1.42% | +5,458+7.4% | 加碼 |
| Legal & General Group Plc | 78,131 | $852.3 萬 | 0.00% | −230.0% | 減碼 |
| Brandywine Global Investment Management, LLC | 74,170 | $809.0 萬 | 0.06% | +11,287+17.9% | 加碼 |
| Comerica Bank | 61,753 | $780.7 萬 | 0.06% | +2,868+4.9% | 加碼 |
| Nordea Investment Management AB | 68,589 | $745.4 萬 | 0.01% | −846−1.2% | 減碼 |
| Envestnet Asset Management Inc | 64,140 | $699.6 萬 | 0.00% | −29,520−31.5% | 減碼 |
| Pekin Hardy Strauss, Inc. | 62,076 | $677.1 萬 | 1.07% | +5,509+9.7% | 加碼 |
| Royal Bank of Canada | 56,535 | $616.7 萬 | 0.00% | −13,354−19.1% | 減碼 |
| American International Group, Inc. | 55,656 | $607.1 萬 | 0.04% | −1,178−2.1% | 減碼 |
| Martingale Asset Management L P | 54,070 | $589.8 萬 | 0.11% | −3,143−5.5% | 減碼 |
| Executive Wealth Management, LLC | 53,489 | $583.5 萬 | 0.72% | +49,421+1,214.9% | 加碼 |
| UBS Group AG | 52,732 | $575.2 萬 | 0.00% | −8,164−13.4% | 減碼 |
| Ceredex Value Advisors LLC | 52,700 | $574.9 萬 | 0.09% | −1,117−2.1% | 減碼 |
| New York State Teachers Retirement System | 52,164 | $569.0 萬 | 0.01% | +100+0.2% | 加碼 |
| Mackenzie Financial Corp | 51,798 | $565.0 萬 | 0.01% | +47,112+1,005.4% | 加碼 |
| Canada Pension Plan Investment Board | 50,841 | $554.6 萬 | 0.01% | +4,900+10.7% | 加碼 |
| Brookfield Asset Management Inc. | 49,657 | $541.7 萬 | 0.02% | −36,103−42.1% | 減碼 |
| Moody Aldrich Partners LLC | 48,705 | $531.3 萬 | 1.08% | +31,055+175.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 48,556 | $529.6 萬 | 0.01% | 00.0% | 不變 |
| California State Teachers Retirement System | 47,343 | $516.4 萬 | 0.01% | −2,385−4.8% | 減碼 |
| South Dakota Investment Council | 47,157 | $514.4 萬 | 0.11% | 00.0% | 不變 |
| Credit Suisse AG | 44,116 | $481.2 萬 | 0.01% | +7,212+19.5% | 加碼 |
| Seizert Capital Partners, LLC | 43,707 | $476.8 萬 | 0.25% | −3,869−8.1% | 減碼 |
| First Republic Investment Management, Inc. | 42,565 | $464.3 萬 | 0.01% | −4,563−9.7% | 減碼 |
| Voya Investment Management LLC | 41,612 | $453.9 萬 | 0.01% | +19,841+91.1% | 加碼 |
| Two Sigma Advisers, LP | 41,400 | $451.6 萬 | 0.01% | −5,700−12.1% | 減碼 |