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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 6,584 | $71.8 萬 | 0.05% | −5,665−46.2% | 減碼 |
| Legacy Wealth Asset Management, LLC | 6,651 | $72.5 萬 | 0.28% | −35−0.5% | 減碼 |
| Two Sigma Investments, LP | 6,700 | $73.1 萬 | 0.00% | +6,700 | 新進 |
| Pacer Advisors, Inc. | 6,823 | $74.4 萬 | 0.00% | +6,823 | 新進 |
| TownSquare Capital, LLC | 6,912 | $75.4 萬 | 0.02% | +6,912 | 新進 |
| Fifth Third Bancorp | 6,991 | $76.3 萬 | 0.00% | −643−8.4% | 減碼 |
| Capula Management Ltd | 7,084 | $77.3 萬 | 0.08% | +7,084 | 新進 |
| Globeflex Capital L P | 7,381 | $80.5 萬 | 0.10% | 00.0% | 不變 |
| James Investment Research Inc | 7,594 | $82.8 萬 | 0.12% | 00.0% | 不變 |
| Riverwater Partners LLC | 7,948 | $86.7 萬 | 0.74% | +7,948 | 新進 |
| Kendall Capital Management | 7,945 | $86.7 萬 | 0.44% | −450−5.4% | 減碼 |
| EFG Asset Management (North America) Corp. | 8,374 | $92.7 萬 | 0.21% | −282−3.3% | 減碼 |
| Deutsche Bank AG | 8,502 | $92.7 萬 | 0.00% | +1,761+26.1% | 加碼 |
| Donoghue Forlines LLC | 8,571 | $93.5 萬 | 0.33% | +3,581+71.8% | 加碼 |
| Prudential PLC | 8,628 | $94.1 萬 | 0.01% | −362−4.0% | 減碼 |
| Los Angeles Capital Management LLC | 8,836 | $96.4 萬 | 0.00% | +1,779+25.2% | 加碼 |
| Bank of Montreal | 8,776 | $97.2 萬 | 0.00% | −4,758−35.2% | 減碼 |
| Washington Trust Advisors, Inc. | 8,970 | $97.8 萬 | 0.11% | 00.0% | 不變 |
| State of Michigan Retirement System | 9,105 | $99.3 萬 | 0.01% | 00.0% | 不變 |
| PEAK6 Investments LLC | 9,155 | $99.9 萬 | 0.06% | +7,520+459.9% | 加碼 |
| Janney Montgomery Scott LLC | 9,250 | $100.9 萬 | 0.00% | 00.0% | 不變 |
| Campbell Newman Asset Management Inc | 9,407 | $102.6 萬 | 0.10% | +297+3.3% | 加碼 |
| Thrivent Financial for Lutherans | 9,517 | $103.8 萬 | 0.00% | −14−0.1% | 減碼 |
| Louisiana State Employees Retirement System | 9,600 | $104.7 萬 | 0.03% | 00.0% | 不變 |
| Pearl River Capital, LLC | 9,726 | $106.1 萬 | 0.18% | −131−1.3% | 減碼 |
| Bridge City Capital, LLC | 9,765 | $106.5 萬 | 0.55% | −68−0.7% | 減碼 |
| San Luis Wealth Advisors LLC | 9,920 | $108.2 萬 | 1.01% | +1,300+15.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,946 | $108.5 萬 | 0.00% | −1,799−15.3% | 減碼 |
| Wright Investors Service Inc | 10,275 | $112.1 萬 | 0.32% | −109−1.0% | 減碼 |
| Cookson Peirce & Co Inc | 10,318 | $112.5 萬 | 0.07% | +10,318 | 新進 |
| Arizona State Retirement System | 10,494 | $114.5 萬 | 0.01% | −538−4.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 10,514 | $114.7 萬 | 0.01% | 00.0% | 不變 |
| Legato Capital Management LLC | 10,525 | $114.8 萬 | 0.22% | +10,525 | 新進 |
| Ameritas Investment Partners, Inc. | 9,261 | $116.7 萬 | 0.05% | 00.0% | 不變 |
| Virtus Family Office LLC | 11,447 | $124.9 萬 | 2.79% | +1,936+20.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 11,568 | $126.2 萬 | 0.08% | +1,707+17.3% | 加碼 |
| Truist Financial Corp | 11,629 | $126.8 萬 | 0.00% | −1,329−10.3% | 減碼 |
| Rocky Mountain Advisers, LLC | 11,900 | $129.8 萬 | 0.72% | +375+3.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 12,600 | $137.4 萬 | 0.01% | −88,072−87.5% | 減碼 |
| Janus Henderson Group PLC | 13,166 | $143.6 萬 | 0.00% | −1,162−8.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 13,417 | $146.4 萬 | 0.02% | +4,843+56.5% | 加碼 |
| Jane Street Group, LLC | 13,497 | $147.2 萬 | 0.00% | +5,971+79.3% | 加碼 |
| Toroso Investments, LLC | 13,514 | $147.4 萬 | 0.06% | −1,774−11.6% | 減碼 |
| Centric Wealth Management | 13,749 | $150.0 萬 | 0.76% | −172−1.2% | 減碼 |
| Cerity Partners LLC | 13,910 | $151.7 萬 | 0.01% | +13,910 | 新進 |
| AE Wealth Management LLC | 14,192 | $154.8 萬 | 0.01% | −251−1.7% | 減碼 |
| Mirabella Financial Services LLP | 14,233 | $155.3 萬 | 0.14% | +14,233 | 新進 |
| Asset Management One Co.,Ltd. | 14,106 | $156.1 萬 | 0.01% | +7,305+107.4% | 加碼 |
| Citigroup Inc | 14,832 | $161.8 萬 | 0.00% | −7,672−34.1% | 減碼 |
| Squarepoint Ops LLC | 14,971 | $163.3 萬 | 0.01% | −35,939−70.6% | 減碼 |
| Harbor Advisors LLC | 15,000 | $163.6 萬 | 0.41% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 15,239 | $166.2 萬 | 0.26% | −107−0.7% | 減碼 |
| Price T Rowe Associates Inc | 15,488 | $168.9 萬 | 0.00% | +33+0.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,074 | $175.3 萬 | 0.01% | +1,796+12.6% | 加碼 |
| Dana Investment Advisors, Inc. | 16,114 | $175.8 萬 | 0.09% | +1,657+11.5% | 加碼 |
| Prudential Financial Inc | 16,375 | $178.6 萬 | 0.00% | −1,156−6.6% | 減碼 |
| US Bancorp | 16,495 | $179.9 萬 | 0.00% | +4,213+34.3% | 加碼 |
| Stifel Financial Corp | 16,599 | $181.1 萬 | 0.00% | −13,926−45.6% | 減碼 |
| Susquehanna International Group, LLP | 16,947 | $184.9 萬 | 0.00% | −16,540−49.4% | 減碼 |
| Advisors Capital Management, LLC | 17,466 | $190.5 萬 | 0.05% | +224+1.3% | 加碼 |
| Valley National Advisers Inc | 15,845 | $200.2 萬 | 0.36% | −538−3.3% | 減碼 |
| Teacher Retirement System of Texas | 18,378 | $200.5 萬 | 0.01% | −2,156−10.5% | 減碼 |
| Alps Advisors Inc | 18,888 | $206.0 萬 | 0.02% | +1,970+11.6% | 加碼 |
| Yousif Capital Management, LLC | 19,156 | $209.0 萬 | 0.03% | −935−4.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 19,422 | $211.9 萬 | 0.01% | −2,461−11.2% | 減碼 |
| Advisor Group Holdings, Inc. | 19,803 | $216.2 萬 | 0.00% | −454−2.2% | 減碼 |
| Vident Investment Advisory, LLC | 20,283 | $221.2 萬 | 0.08% | −538−2.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 20,628 | $225.0 萬 | 0.01% | −3,828−15.7% | 減碼 |
| Brinker Capital Investments, LLC | 20,785 | $226.7 萬 | 0.05% | −175−0.8% | 減碼 |
| MetLife Investment Management | 22,512 | $245.6 萬 | 0.02% | −625−2.7% | 減碼 |
| Alaska Permanent Fund Corp | 22,900 | $249.8 萬 | 0.04% | 00.0% | 不變 |
| Interval Partners, LP | 23,413 | $255.4 萬 | 0.20% | −35,830−60.5% | 減碼 |
| Texas Permanent School Fund | 24,022 | $262.0 萬 | 0.04% | −1,882−7.3% | 減碼 |
| Verdence Capital Advisors LLC | 24,128 | $263.2 萬 | 0.32% | −2,692−10.0% | 減碼 |
| Sarasin & Partners LLP | 25,000 | $272.7 萬 | 0.04% | 00.0% | 不變 |
| Hussman Strategic Advisors, Inc. | 26,000 | $283.6 萬 | 0.46% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 26,155 | $285.3 萬 | 0.22% | +145+0.6% | 加碼 |
| Morse Asset Management, Inc | 26,499 | $289.1 萬 | 1.05% | +106+0.4% | 加碼 |
| State of Tennessee, Treasury Department | 26,624 | $290.4 萬 | 0.01% | +2,481+10.3% | 加碼 |
| Gotham Asset Management, LLC | 26,902 | $293.4 萬 | 0.08% | −3,514−11.6% | 減碼 |
| Treasurer of the State of North Carolina | 27,322 | $298.0 萬 | 0.02% | +10,320+60.7% | 加碼 |
| Barclays PLC | 28,721 | $313.3 萬 | 0.00% | +15,480+116.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 29,002 | $316.4 萬 | 0.00% | −371−1.3% | 減碼 |
| Aviva PLC | 29,220 | $318.7 萬 | 0.02% | +29,220 | 新進 |
| Mutual of America Capital Management LLC | 29,413 | $320.8 萬 | 0.04% | +422+1.5% | 加碼 |
| Nisa Investment Advisors, LLC | 29,810 | $325.2 萬 | 0.03% | −2,158−6.8% | 減碼 |
| Great West Life Assurance Co | 31,273 | $341.6 萬 | 0.01% | +4,293+15.9% | 加碼 |
| Public Employees Retirement System of Ohio | 31,607 | $344.8 萬 | 0.01% | −2,548−7.5% | 減碼 |
| Amalgamated Bank | 31,845 | $347.4 萬 | 0.03% | +5,887+22.7% | 加碼 |
| State of Alaska, Department of Revenue | 36,305 | $396.0 萬 | 0.05% | +25,671+241.4% | 加碼 |
| GW&K Investment Management, LLC | 37,474 | $408.8 萬 | 0.04% | +50.0% | 加碼 |
| SEI Investments Co | 37,555 | $409.7 萬 | 0.01% | −1,442−3.7% | 減碼 |
| Advisors Asset Management, Inc. | 38,043 | $415.0 萬 | 0.09% | −954−2.4% | 減碼 |
| Raymond James & Associates | 39,056 | $426.0 萬 | 0.00% | +2,354+6.4% | 加碼 |
| Guggenheim Capital LLC | 39,728 | $433.4 萬 | 0.04% | −1,490−3.6% | 減碼 |
| Two Sigma Advisers, LP | 41,400 | $451.6 萬 | 0.01% | −5,700−12.1% | 減碼 |
| Voya Investment Management LLC | 41,612 | $453.9 萬 | 0.01% | +19,841+91.1% | 加碼 |
| First Republic Investment Management, Inc. | 42,565 | $464.3 萬 | 0.01% | −4,563−9.7% | 減碼 |
| Seizert Capital Partners, LLC | 43,707 | $476.8 萬 | 0.25% | −3,869−8.1% | 減碼 |
| Credit Suisse AG | 44,116 | $481.2 萬 | 0.01% | +7,212+19.5% | 加碼 |