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。
2023 年第 1 季 13F 持有人
Evercore Inc. 在 2023/3/31 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
- 421
- 較 2022 年第 4 季 +31 家
- 持有股數
- 3,265 萬
- 較 2022 年第 4 季 −9.85 萬 (−0.3%)
- 總市值
- $37.5 億
- 較 2022 年第 4 季 +$1.80 億 (+5.0%)
- 新進機構
- 71
- 另有 139 家加碼
- 清倉機構
- 40
- 另有 140 家減碼
另有 5 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,720,453 | $4.29 億 | 0.01% | −44,405−1.2% | 減碼 |
| BlackRock Inc. | 3,354,341 | $3.87 億 | 0.01% | −99,189−2.9% | 減碼 |
| JPMorgan Chase & Co | 1,576,899 | $1.82 億 | 0.02% | −26,987−1.7% | 減碼 |
| State Street Corp | 1,041,401 | $1.20 億 | 0.01% | +1,190+0.1% | 加碼 |
| Dimensional Fund Advisors LP | 887,321 | $1.02 億 | 0.03% | +17,843+2.1% | 加碼 |
| Massachusetts Financial Services Co | 878,275 | $1.01 億 | 0.03% | +7,331+0.8% | 加碼 |
| Millennium Management LLC | 838,178 | $9,671 萬 | 0.11% | −122,761−12.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 724,661 | $8,361 萬 | 0.48% | +101,467+16.3% | 加碼 |
| Morgan Stanley | 697,411 | $8,047 萬 | 0.01% | −18,235−2.5% | 減碼 |
| Geode Capital Management, LLC | 629,364 | $7,262 萬 | 0.01% | −10,575−1.7% | 減碼 |
| Primecap Management Co | 621,280 | $7,168 萬 | 0.06% | +42,400+7.3% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 548,860 | $6,333 萬 | 0.24% | −371,100−40.3% | 減碼 |
| Bank of New York Mellon Corp | 515,239 | $5,945 萬 | 0.01% | +1,841+0.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 496,592 | $5,730 萬 | 0.35% | +383+0.1% | 加碼 |
| Bahl & Gaynor Inc | 476,770 | $5,501 萬 | 0.30% | −20,321−4.1% | 減碼 |
| Invesco Ltd. | 445,105 | $5,136 萬 | 0.01% | +267,842+151.1% | 加碼 |
| Boston Partners | 396,865 | $4,548 萬 | 0.06% | +17,462+4.6% | 加碼 |
| Norges Bank | 368,965 | $4,257 萬 | 0.01% | +14,090+4.0% | 加碼 |
| Fisher Asset Management, LLC | 355,930 | $4,107 萬 | 0.02% | −15,805−4.3% | 減碼 |
| First Trust Advisors LP | 351,327 | $4,054 萬 | 0.05% | −42,463−10.8% | 減碼 |
| Bank of America Corp | 338,059 | $3,901 萬 | 0.00% | +25,054+8.0% | 加碼 |
| Channing Capital Management, LLC | 336,573 | $3,883 萬 | 1.25% | +53,923+19.1% | 加碼 |
| Franklin Resources Inc | 327,931 | $3,784 萬 | 0.02% | −16,184−4.7% | 減碼 |
| Clark Capital Management Group, Inc. | 313,117 | $3,613 萬 | 0.40% | +9,789+3.2% | 加碼 |
| American Century Companies Inc | 306,588 | $3,537 萬 | 0.03% | +85,990+39.0% | 加碼 |
| Schroder Investment Management Group | 303,252 | $3,499 萬 | 0.05% | +203,301+203.4% | 加碼 |
| Paralel Advisors LLC | 300,000 | $3,461 萬 | 1.94% | 00.0% | 不變 |
| Wellington Management Group LLP | 298,842 | $3,448 萬 | 0.01% | +94,027+45.9% | 加碼 |
| Northern Trust Corp | 294,549 | $3,399 萬 | 0.01% | +1,371+0.5% | 加碼 |
| Nuveen Asset Management, LLC | 275,797 | $3,182 萬 | 0.01% | −42,927−13.5% | 減碼 |
| ProShare Advisors LLC | 274,940 | $3,172 萬 | 0.10% | +272,740+12,397.3% | 加碼 |
| Boston Trust Walden Corp | 273,624 | $3,157 萬 | 0.27% | +9,819+3.7% | 加碼 |
| Frontier Capital Management Co LLC | 252,896 | $2,918 萬 | 0.30% | −1,597−0.6% | 減碼 |
| Sparta 24 Ltd. | 245,400 | $2,831 萬 | 24.25% | −30,000−10.9% | 減碼 |
| Scout Investments, Inc. | 234,844 | $2,710 萬 | 0.55% | +234,844 | 新進 |
| Charles Schwab Investment Management Inc | 230,092 | $2,655 萬 | 0.01% | −563,666−71.0% | 減碼 |
| STRS Ohio | 204,204 | $2,356 萬 | 0.10% | +204,204 | 新進 |
| Goldman Sachs Group Inc | 200,243 | $2,310 萬 | 0.01% | −341,315−63.0% | 減碼 |
| Nitorum Capital, L.P. | 199,843 | $2,306 萬 | 2.44% | +26,299+15.2% | 加碼 |
| Glenmede Trust Co NA | 176,907 | $2,041 萬 | 0.12% | +67,900+62.3% | 加碼 |
| Kettle Hill Capital Management, LLC | 169,475 | $1,955 萬 | 4.50% | −70,766−29.5% | 減碼 |
| Macquarie Group Ltd | 166,380 | $1,920 萬 | 0.02% | +24,705+17.4% | 加碼 |
| Russell Investments Group, Ltd. | 164,939 | $1,903 萬 | 0.04% | −17,678−9.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 162,722 | $1,877 萬 | 0.03% | −4,835−2.9% | 減碼 |
| Ariel Investments, LLC | 156,422 | $1,805 萬 | 0.17% | +2,311+1.5% | 加碼 |
| Ameriprise Financial Inc | 152,276 | $1,758 萬 | 0.01% | +15,262+11.1% | 加碼 |
| Renaissance Technologies LLC | 144,400 | $1,666 萬 | 0.02% | −53,100−26.9% | 減碼 |
| Principal Financial Group Inc | 141,524 | $1,633 萬 | 0.01% | +1,274+0.9% | 加碼 |
| UBS Asset Management Americas Inc | 139,290 | $1,607 萬 | 0.01% | −50,358−26.6% | 減碼 |
| Wells Fargo & Company | 138,987 | $1,604 萬 | 0.00% | −10,655−7.1% | 減碼 |
| Balyasny Asset Management LLC | 135,657 | $1,565 萬 | 0.05% | −72,552−34.8% | 減碼 |
| State of Wisconsin Investment Board | 127,182 | $1,467 萬 | 0.04% | −46,653−26.8% | 減碼 |
| Wedge Capital Management L L P | 124,739 | $1,439 萬 | 0.24% | −39,789−24.2% | 減碼 |
| New York State Common Retirement Fund | 124,139 | $1,432 萬 | 0.02% | +18,683+17.7% | 加碼 |
| Retirement Systems of Alabama | 123,966 | $1,430 萬 | 0.06% | −409−0.3% | 減碼 |
| AQR Capital Management LLC | 124,298 | $1,416 萬 | 0.03% | −140,019−53.0% | 減碼 |
| Point72 Asset Management, L.P. | 114,401 | $1,320 萬 | 0.05% | +114,401 | 新進 |
| Man Group plc | – | $1,306 萬 | 0.05% | – | – |
| WCM Investment Management, LLC | 112,522 | $1,298 萬 | 0.04% | +112,522 | 新進 |
| Driehaus Capital Management LLC | 111,200 | $1,283 萬 | 0.18% | +111,200 | 新進 |
| Basswood Capital Management, L.L.C. | 111,185 | $1,283 萬 | 0.90% | −42,863−27.8% | 減碼 |
| Alliancebernstein L.P. | 109,700 | $1,266 萬 | 0.01% | −439−0.4% | 減碼 |
| Rhumbline Advisers | 108,398 | $1,251 萬 | 0.02% | −1,136−1.0% | 減碼 |
| Rockefeller Capital Management L.P. | 104,947 | $1,211 萬 | 0.05% | −7,373−6.6% | 減碼 |
| Epoch Investment Partners, Inc. | 104,861 | $1,210 萬 | 0.07% | +2,668+2.6% | 加碼 |
| Bernzott Capital Advisors | 102,770 | $1,186 萬 | 2.45% | −73,077−41.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 102,358 | $1,181 萬 | 0.09% | +2,678+2.7% | 加碼 |
| Royce & Associates LP | 100,655 | $1,161 萬 | 0.12% | −4,019−3.8% | 減碼 |
| Peregrine Capital Management LLC | 94,409 | $1,089 萬 | 0.31% | +2,805+3.1% | 加碼 |
| Victory Capital Management Inc | 93,777 | $1,082 萬 | 0.01% | +6,262+7.2% | 加碼 |
| Neuberger Berman Group LLC | 93,708 | $1,081 萬 | 0.01% | +93,708 | 新進 |
| Ziegler Capital Management, LLC | 92,616 | $1,070 萬 | 0.42% | +9,822+11.9% | 加碼 |
| CCM Investment Advisers LLC | 86,897 | $1,003 萬 | 1.42% | −11,334−11.5% | 減碼 |
| Qube Research & Technologies Ltd | 82,986 | $957.5 萬 | 0.05% | +82,986 | 新進 |
| Swiss National Bank | 79,700 | $919.6 萬 | 0.01% | −10,100−11.2% | 減碼 |
| Legal & General Group Plc | 78,053 | $900.6 萬 | 0.00% | −78−0.1% | 減碼 |
| California Public Employees Retirement System | 77,484 | $894.0 萬 | 0.01% | −17,594−18.5% | 減碼 |
| Brandywine Global Investment Management, LLC | 74,067 | $854.6 萬 | 0.07% | −103−0.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 68,521 | $790.6 萬 | 0.07% | +68,521 | 新進 |
| Nordea Investment Management AB | 66,210 | $754.3 萬 | 0.01% | −2,379−3.5% | 減碼 |
| Ergoteles LLC | 65,279 | $753.2 萬 | 0.29% | +60,959+1,411.1% | 加碼 |
| UBS Group AG | 64,161 | $740.3 萬 | 0.00% | +11,429+21.7% | 加碼 |
| Envestnet Asset Management Inc | 281,314 | $733.9 萬 | 0.00% | +217,174+338.6% | 加碼 |
| Ensign Peak Advisors, Inc | 60,504 | $698.1 萬 | 0.02% | −31,909−34.5% | 減碼 |
| Mackenzie Financial Corp | 58,180 | $671.3 萬 | 0.01% | +6,382+12.3% | 加碼 |
| Moody Aldrich Partners LLC | 55,894 | $644.9 萬 | 1.30% | +7,189+14.8% | 加碼 |
| American International Group, Inc. | 55,139 | $636.2 萬 | 0.04% | −517−0.9% | 減碼 |
| New York State Teachers Retirement System | 51,750 | $597.1 萬 | 0.01% | −414−0.8% | 減碼 |
| Martingale Asset Management L P | 51,226 | $591.0 萬 | 0.11% | −2,844−5.3% | 減碼 |
| SEI Investments Co | 50,604 | $583.9 萬 | 0.01% | +13,049+34.7% | 加碼 |
| Ceredex Value Advisors LLC | 49,584 | $572.1 萬 | 0.09% | −3,116−5.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 48,516 | $559.8 萬 | 0.01% | −40−0.1% | 減碼 |
| First Republic Investment Management, Inc. | 48,125 | $555.3 萬 | 0.01% | +5,560+13.1% | 加碼 |
| Executive Wealth Management, LLC | 47,520 | $548.3 萬 | 0.61% | −5,969−11.2% | 減碼 |
| Royal Bank of Canada | 47,263 | $545.4 萬 | 0.00% | −9,272−16.4% | 減碼 |
| South Dakota Investment Council | 47,157 | $544.1 萬 | 0.12% | 00.0% | 不變 |
| California State Teachers Retirement System | 46,410 | $535.5 萬 | 0.01% | −933−2.0% | 減碼 |
| Pier Capital, LLC | 45,199 | $521.5 萬 | 0.79% | −34,220−43.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 44,511 | $513.6 萬 | 0.80% | −17,565−28.3% | 減碼 |
| Credit Suisse AG | 44,392 | $512.2 萬 | 0.01% | +276+0.6% | 加碼 |