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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,778 | $19.4 萬 | 0.00% | +91+5.4% | 加碼 |
| Shelton Capital Management | 1,844 | $20.1 萬 | 0.02% | +1,844 | 新進 |
| TD Ameritrade Investment Management, LLC | 1,852 | $20.2 萬 | 0.00% | −618−25.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 1,879 | $20.5 萬 | 0.01% | +1,879 | 新進 |
| Cornercap Investment Counsel Inc | 1,882 | $20.5 萬 | 0.04% | −8,007−81.0% | 減碼 |
| Paragon Capital Management Ltd | 1,885 | $20.6 萬 | 0.05% | +1,885 | 新進 |
| The PNC Financial Services Group, Inc. | 1,907 | $20.8 萬 | 0.00% | −226−10.6% | 減碼 |
| NewEdge Wealth, LLC | 1,912 | $20.9 萬 | 0.01% | +1,912 | 新進 |
| HBK Sorce Advisory LLC | 1,942 | $21.2 萬 | 0.01% | +1,942 | 新進 |
| Utah Retirement Systems | 2,000 | $21.8 萬 | 0.00% | +2,000 | 新進 |
| Segall Bryant & Hamill, LLC | 2,075 | $22.6 萬 | 0.00% | +2,075 | 新進 |
| Intrust Bank NA | 2,101 | $22.9 萬 | 0.03% | +2,101 | 新進 |
| CWM Advisors, LLC | 2,150 | $23.5 萬 | 0.03% | −370−14.7% | 減碼 |
| ExodusPoint Capital Management, LP | 2,160 | $23.6 萬 | 0.00% | −2,936−57.6% | 減碼 |
| ProShare Advisors LLC | 2,200 | $24.0 萬 | 0.00% | +2,200 | 新進 |
| Tremblant Capital Group | 2,209 | $24.1 萬 | 0.02% | +2,209 | 新進 |
| Brookstone Capital Management | 2,105 | $25.3 萬 | 0.01% | +2,105 | 新進 |
| Yorktown Management & Research Co Inc | 2,375 | $25.9 萬 | 0.32% | +2,375 | 新進 |
| Argonautica Private Wealth Management, Inc | 2,421 | $26.4 萬 | 0.14% | +2,421 | 新進 |
| Baird Financial Group, Inc. | 2,448 | $26.7 萬 | 0.00% | +2,448 | 新進 |
| Duality Advisers, LP | 2,474 | $27.0 萬 | 0.03% | −21,407−89.6% | 減碼 |
| Leuthold Group, LLC | 2,491 | $27.2 萬 | 0.04% | −30,623−92.5% | 減碼 |
| Bridgefront Capital, LLC | 2,552 | $27.8 萬 | 0.19% | +2,552 | 新進 |
| Mount Yale Investment Advisors, LLC | 2,589 | $28.2 萬 | 0.03% | +2,589 | 新進 |
| Radnor Capital Management, LLC | 2,595 | $28.7 萬 | 0.07% | +2,595 | 新進 |
| Coldstream Capital Management Inc | 2,638 | $28.8 萬 | 0.01% | +2,638 | 新進 |
| Cetera Investment Advisers | 2,690 | $29.3 萬 | 0.00% | +2,690 | 新進 |
| O'Rourke & Company, Inc | 2,711 | $29.6 萬 | 0.23% | +114+4.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,752 | $30.0 萬 | 0.03% | −574−17.3% | 減碼 |
| Mariner, LLC | 2,798 | $30.5 萬 | 0.00% | +2,798 | 新進 |
| DFPG Investments, LLC | 2,417 | $30.6 萬 | 0.05% | +2,417 | 新進 |
| Great Lakes Advisors, LLC | 2,886 | $31.5 萬 | 0.02% | −63−2.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 2,935 | $32.0 萬 | 0.02% | +2,935 | 新進 |
| Maryland State Retirement & Pension System | 3,021 | $33.0 萬 | 0.01% | 00.0% | 不變 |
| Dakota Wealth Management | 3,052 | $33.3 萬 | 0.02% | −151−4.7% | 減碼 |
| HSBC Holdings PLC | 3,137 | $34.2 萬 | 0.00% | +674+27.4% | 加碼 |
| Acrisure Capital Management, LLC | 3,159 | $34.5 萬 | 0.38% | +3,159 | 新進 |
| Boenning & Scattergood, Inc. | 3,106 | $34.6 萬 | 0.06% | +6+0.2% | 加碼 |
| Park Avenue Securities LLC | 3,236 | $35.3 萬 | 0.01% | −32−1.0% | 減碼 |
| Securian Asset Management, Inc | 3,288 | $35.9 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 3,307 | $36.1 萬 | 0.01% | −1,895−36.4% | 減碼 |
| Algert Global LLC | 3,428 | $37.4 萬 | 0.02% | 00.0% | 不變 |
| Pitcairn Co | 3,489 | $38.1 萬 | 0.04% | −28−0.8% | 減碼 |
| Zions Bancorporation, N.A. | 3,504 | $38.2 萬 | 0.03% | −1,950−35.8% | 減碼 |
| Laffer Tengler Investments | 3,504 | $38.2 萬 | 0.11% | +3,504 | 新進 |
| Hohimer Wealth Management, LLC | 3,530 | $38.5 萬 | 0.12% | −4,795−57.6% | 減碼 |
| Bayesian Capital Management, LP | 3,600 | $39.3 萬 | 0.06% | +3,600 | 新進 |
| M&T Bank Corp | 3,619 | $39.5 萬 | 0.00% | −295−7.5% | 減碼 |
| Mercer Global Advisors Inc | 3,652 | $39.8 萬 | 0.00% | +3,652 | 新進 |
| LPL Financial LLC | 3,673 | $40.1 萬 | 0.00% | +319+9.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,714 | $40.5 萬 | 0.00% | −38,739−91.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 3,731 | $40.7 萬 | 0.00% | −18,381−83.1% | 減碼 |
| AdvisorShares Investments LLC | 3,800 | $41.5 萬 | 0.12% | +3,800 | 新進 |
| We Are One Seven, LLC | 3,826 | $41.7 萬 | 0.04% | −3−0.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 3,882 | $42.3 萬 | 0.00% | 00.0% | 不變 |
| DuPont Capital Management Corp | 3,925 | $42.8 萬 | 0.02% | −4,386−52.8% | 減碼 |
| JustInvest LLC | 3,970 | $43.3 萬 | 0.02% | +627+18.8% | 加碼 |
| Capital Impact Advisors, LLC | 4,071 | $44.4 萬 | 0.43% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 4,096 | $44.7 萬 | 0.01% | −6,365−60.8% | 減碼 |
| Gallacher Capital Management LLC | 4,103 | $44.8 萬 | 0.27% | +4,103 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,075 | $45.6 萬 | 0.00% | +4,075 | 新進 |
| CI Private Wealth, LLC | 4,198 | $45.8 萬 | 0.00% | +4,198 | 新進 |
| Hamilton Capital Partners Inc. | 4,207 | $45.9 萬 | 0.19% | +4,207 | 新進 |
| Shell Asset Management Co | 4,238 | $46.2 萬 | 0.02% | −900−17.5% | 減碼 |
| Commonwealth Equity Services, LLC | 4,240 | $46.2 萬 | 0.00% | +589+16.1% | 加碼 |
| AXA S.A. | 4,300 | $46.9 萬 | 0.00% | −7,200−62.6% | 減碼 |
| Ergoteles LLC | 4,320 | $47.1 萬 | 0.02% | −36,770−89.5% | 減碼 |
| Spears Abacus Advisors LLC | 4,334 | $47.3 萬 | 0.05% | +4,334 | 新進 |
| Lazard Asset Management LLC | 4,407 | $48.0 萬 | 0.00% | +3,378+328.3% | 加碼 |
| Wambolt & Associates, LLC | 4,413 | $48.1 萬 | 0.18% | +326+8.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 4,445 | $48.5 萬 | 0.00% | −222−4.8% | 減碼 |
| Sit Investment Associates Inc | 4,450 | $48.5 萬 | 0.01% | −1,225−21.6% | 減碼 |
| Buckhead Capital Management LLC | 4,537 | $49.5 萬 | 0.12% | 00.0% | 不變 |
| Quantinno Capital Management LP | 4,595 | $50.1 萬 | 0.04% | +4,595 | 新進 |
| Cornerstone Investment Partners, LLC | 4,661 | $50.8 萬 | 0.03% | 00.0% | 不變 |
| Pictet Asset Management SA | 4,705 | $51.3 萬 | 0.00% | +2,214+88.9% | 加碼 |
| MML Investors Services, LLC | 4,734 | $51.6 萬 | 0.00% | −890−15.8% | 減碼 |
| Xponance, Inc. | 4,749 | $51.8 萬 | 0.01% | +489+11.5% | 加碼 |
| Engineers Gate Manager LP | 4,751 | $51.8 萬 | 0.03% | −4,017−45.8% | 減碼 |
| Angeles Wealth Management, LLC | 4,793 | $52.3 萬 | 0.09% | +3+0.1% | 加碼 |
| Pathstone Family Office, LLC | 5,096 | $53.0 萬 | 0.01% | −86−1.7% | 減碼 |
| Federated Hermes, Inc. | 4,980 | $54.3 萬 | 0.00% | −62,706−92.6% | 減碼 |
| First Hawaiian Bank | 5,178 | $56.5 萬 | 0.02% | +5,178 | 新進 |
| Sherbrooke Park Advisers LLC | 5,200 | $56.7 萬 | 0.42% | +5,200 | 新進 |
| HGK Asset Management Inc | 5,211 | $56.8 萬 | 0.19% | −41−0.8% | 減碼 |
| Nations Financial Group Inc, | 5,221 | $57.0 萬 | 0.06% | −9,425−64.4% | 減碼 |
| Handelsbanken Fonder AB | 5,237 | $57.1 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 5,321 | $58.0 萬 | 0.00% | +72+1.4% | 加碼 |
| PDT Partners, LLC | 5,344 | $58.3 萬 | 0.09% | −5,292−49.8% | 減碼 |
| Captrust Financial Advisors | 5,414 | $59.1 萬 | 0.00% | +41+0.8% | 加碼 |
| Deltec Asset Management LLC | 5,760 | $62.8 萬 | 0.18% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 5,780 | $63.0 萬 | 0.01% | −800−12.2% | 減碼 |
| Swedbank AB | 5,800 | $63.3 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 5,802 | $63.3 萬 | 0.01% | +2,664+84.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,819 | $63.5 萬 | 0.00% | −454−7.2% | 減碼 |
| DGS Capital Management, LLC | 5,851 | $63.8 萬 | 0.42% | +1,611+38.0% | 加碼 |
| New Mexico Educational Retirement Board | 6,400 | $69.8 萬 | 0.04% | 00.0% | 不變 |
| BancorpSouth Bank | 6,414 | $70.0 萬 | 0.06% | −41−0.6% | 減碼 |
| SG Americas Securities, LLC | 6,505 | $71.0 萬 | 0.01% | −3,332−33.9% | 減碼 |
| Van Eck Associates Corp | 6,534 | $71.3 萬 | 0.00% | +4,390+204.8% | 加碼 |