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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 9,250 | $106.7 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 9,097 | $105.0 萬 | 0.04% | −164−1.8% | 減碼 |
| State of Michigan Retirement System | 9,005 | $103.9 萬 | 0.01% | −100−1.1% | 減碼 |
| Washington Trust Advisors, Inc. | 8,870 | $102.3 萬 | 0.10% | −100−1.1% | 減碼 |
| HSBC Holdings PLC | 8,838 | $101.7 萬 | 0.00% | +5,701+181.7% | 加碼 |
| Quantinno Capital Management LP | 8,774 | $101.2 萬 | 0.07% | +4,179+90.9% | 加碼 |
| Los Angeles Capital Management LLC | 8,606 | $99.3 萬 | 0.00% | −230−2.6% | 減碼 |
| Deutsche Bank AG | 8,396 | $96.9 萬 | 0.00% | −106−1.2% | 減碼 |
| Riverwater Partners LLC | 7,992 | $92.2 萬 | 0.85% | +44+0.6% | 加碼 |
| Kendall Capital Management | 7,945 | $91.7 萬 | 0.44% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 7,930 | $91.5 萬 | 0.20% | −444−5.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,928 | $91.5 萬 | 0.02% | +4,621+139.7% | 加碼 |
| Globeflex Capital L P | 7,381 | $85.2 萬 | 0.10% | 00.0% | 不變 |
| TownSquare Capital, LLC | 7,307 | $84.3 萬 | 0.02% | +395+5.7% | 加碼 |
| Wright Investors Service Inc | 7,144 | $82.4 萬 | 0.23% | −3,131−30.5% | 減碼 |
| Hohimer Wealth Management, LLC | 7,033 | $81.1 萬 | 0.23% | +3,503+99.2% | 加碼 |
| Fifth Third Bancorp | 7,030 | $81.1 萬 | 0.00% | +39+0.6% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 6,944 | $80.1 萬 | 0.15% | +6,944 | 新進 |
| James Investment Research Inc | 6,774 | $78.2 萬 | 0.10% | −820−10.8% | 減碼 |
| First Hawaiian Bank | 6,690 | $77.2 萬 | 0.03% | +1,512+29.2% | 加碼 |
| New Mexico Educational Retirement Board | 6,500 | $75.0 萬 | 0.04% | +100+1.6% | 加碼 |
| ClariVest Asset Management LLC | 6,376 | $73.5 萬 | 0.03% | +6,376 | 新進 |
| BancorpSouth Bank | 6,326 | $73.0 萬 | 0.07% | −88−1.4% | 減碼 |
| Inceptionr LLC | 6,170 | $71.2 萬 | 0.23% | +6,170 | 新進 |
| ExodusPoint Capital Management, LP | 6,064 | $70.0 萬 | 0.01% | +3,904+180.7% | 加碼 |
| SG Americas Securities, LLC | 6,055 | $69.9 萬 | 0.01% | −450−6.9% | 減碼 |
| Zions Bancorporation, N.A. | 6,004 | $69.3 萬 | 0.06% | +2,500+71.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 5,947 | $68.6 萬 | 0.25% | −704−10.6% | 減碼 |
| MAI Capital Management | 5,912 | $68.2 萬 | 0.01% | +110+1.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,819 | $67.1 萬 | 0.00% | 00.0% | 不變 |
| Amundi | 5,924 | $67.1 萬 | 0.00% | +5,924 | 新進 |
| Swedbank AB | 5,800 | $66.9 萬 | 0.00% | 00.0% | 不變 |
| DGS Capital Management, LLC | 5,780 | $66.7 萬 | 0.37% | −71−1.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 5,780 | $66.6 萬 | 0.01% | 00.0% | 不變 |
| Deltec Asset Management LLC | 5,760 | $66.5 萬 | 0.16% | 00.0% | 不變 |
| Acrisure Capital Management, LLC | 5,580 | $64.4 萬 | 0.65% | +2,421+76.6% | 加碼 |
| Nations Financial Group Inc, | 5,434 | $62.7 萬 | 0.07% | +213+4.1% | 加碼 |
| Federated Hermes, Inc. | 5,370 | $62.0 萬 | 0.00% | +390+7.8% | 加碼 |
| Lord, Abbett & Co. LLC | 5,274 | $60.9 萬 | 0.00% | −155,286−96.7% | 減碼 |
| Handelsbanken Fonder AB | 5,237 | $60.4 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 5,196 | $59.9 萬 | 0.01% | +1,100+26.9% | 加碼 |
| HGK Asset Management Inc | 5,161 | $59.5 萬 | 0.18% | −50−1.0% | 減碼 |
| CI Private Wealth, LLC | 5,127 | $59.2 萬 | 0.00% | +929+22.1% | 加碼 |
| Engineers Gate Manager LP | 5,107 | $58.9 萬 | 0.02% | +356+7.5% | 加碼 |
| Captrust Financial Advisors | 5,082 | $58.6 萬 | 0.00% | −332−6.1% | 減碼 |
| Wambolt & Associates, LLC | 4,957 | $57.3 萬 | 0.20% | +544+12.3% | 加碼 |
| Oak Thistle LLC | 4,899 | $56.5 萬 | 0.33% | +4,899 | 新進 |
| PEAK6 Investments LLC | 4,868 | $56.2 萬 | 0.04% | −4,287−46.8% | 減碼 |
| Pathstone Family Office, LLC | 4,850 | $56.0 萬 | 0.01% | −246−4.8% | 減碼 |
| JustInvest LLC | 4,817 | $55.6 萬 | 0.02% | +847+21.3% | 加碼 |
| Angeles Wealth Management, LLC | 4,793 | $55.3 萬 | 0.08% | 00.0% | 不變 |
| Xponance, Inc. | 4,766 | $55.0 萬 | 0.01% | +17+0.4% | 加碼 |
| Cipher Capital LP | 4,724 | $54.5 萬 | 0.10% | +4,724 | 新進 |
| Cornerstone Investment Partners, LLC | 4,654 | $53.7 萬 | 0.04% | −7−0.2% | 減碼 |
| Prana Capital Management, LP | 4,641 | $53.5 萬 | 0.05% | +4,641 | 新進 |
| Buckhead Capital Management LLC | 4,537 | $52.3 萬 | 0.12% | 00.0% | 不變 |
| Sit Investment Associates Inc | 4,450 | $51.3 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 4,428 | $51.1 萬 | 0.05% | +4,428 | 新進 |
| Spears Abacus Advisors LLC | 4,314 | $49.8 萬 | 0.04% | −20−0.5% | 減碼 |
| Pictet Asset Management SA | 4,304 | $49.7 萬 | 0.00% | −401−8.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 4,302 | $49.6 萬 | 0.00% | −143−3.2% | 減碼 |
| Shell Asset Management Co | 4,223 | $48.7 萬 | 0.02% | −15−0.4% | 減碼 |
| New York Life Investment Management LLC | 4,220 | $48.7 萬 | 0.01% | +4,220 | 新進 |
| Jackson Creek Investment Advisors LLC | 4,128 | $47.6 萬 | 0.20% | +4,128 | 新進 |
| MML Investors Services, LLC | 4,097 | $47.3 萬 | 0.00% | −637−13.5% | 減碼 |
| Capital Impact Advisors, LLC | 4,071 | $47.0 萬 | 0.58% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 3,882 | $44.8 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 3,834 | $44.2 萬 | 0.00% | +161+4.4% | 加碼 |
| Integrated Advisors Network LLC | 3,833 | $44.2 萬 | 0.03% | +3,833 | 新進 |
| APG Asset Management N.V. | 4,100 | $43.5 萬 | 0.00% | +4,100 | 新進 |
| AdvisorShares Investments LLC | 3,759 | $43.4 萬 | 0.14% | −41−1.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,733 | $43.0 萬 | 0.01% | +2,160+137.3% | 加碼 |
| FORA Capital, LLC | 3,708 | $42.8 萬 | 0.04% | +3,708 | 新進 |
| We Are One Seven, LLC | 3,564 | $41.1 萬 | 0.03% | −262−6.8% | 減碼 |
| Mariner, LLC | 3,559 | $41.1 萬 | 0.00% | +761+27.2% | 加碼 |
| Miller Howard Investments Inc | 3,559 | $41.1 萬 | 0.01% | +3,559 | 新進 |
| M&T Bank Corp | 3,531 | $40.7 萬 | 0.00% | −88−2.4% | 減碼 |
| Mercer Global Advisors Inc | 3,523 | $40.6 萬 | 0.00% | −129−3.5% | 減碼 |
| Pitcairn Co | 3,392 | $39.1 萬 | 0.04% | −97−2.8% | 減碼 |
| Laffer Tengler Investments | 3,377 | $39.0 萬 | 0.11% | −127−3.6% | 減碼 |
| Virginia Retirement Systems Et Al | 3,300 | $38.1 萬 | 0.00% | +3,300 | 新進 |
| DuPont Capital Management Corp | 3,298 | $38.1 萬 | 0.02% | −627−16.0% | 減碼 |
| Securian Asset Management, Inc | 3,288 | $37.9 萬 | 0.01% | 00.0% | 不變 |
| Dakota Wealth Management | 3,208 | $37.0 萬 | 0.02% | +156+5.1% | 加碼 |
| Summit Global Investments | 3,201 | $36.9 萬 | 0.03% | +3,201 | 新進 |
| Twinbeech Capital LP | 3,063 | $35.3 萬 | 0.01% | +3,063 | 新進 |
| Dynamic Advisor Solutions LLC | 3,049 | $35.2 萬 | 0.02% | +114+3.9% | 加碼 |
| Maryland State Retirement & Pension System | 3,021 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 2,955 | $34.1 萬 | 0.01% | +2,955 | 新進 |
| Segall Bryant & Hamill, LLC | 2,920 | $33.6 萬 | 0.00% | +845+40.7% | 加碼 |
| DFPG Investments, LLC | 2,802 | $32.3 萬 | 0.03% | +385+15.9% | 加碼 |
| Nebula Research & Development LLC | 2,776 | $32.0 萬 | 0.57% | +2,776 | 新進 |
| O'Rourke & Company, Inc | 2,752 | $31.7 萬 | 0.24% | +41+1.5% | 加碼 |
| Great Lakes Advisors, LLC | 2,742 | $31.6 萬 | 0.00% | −144−5.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,712 | $31.3 萬 | 0.03% | −40−1.5% | 減碼 |
| Cetera Investment Advisers | 2,711 | $31.3 萬 | 0.00% | +21+0.8% | 加碼 |
| Coldstream Capital Management Inc | 2,674 | $30.9 萬 | 0.01% | +36+1.4% | 加碼 |
| Allianz Asset Management GmbH | 2,614 | $30.2 萬 | 0.00% | +2,614 | 新進 |
| Radnor Capital Management, LLC | 2,595 | $29.9 萬 | 0.08% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 2,498 | $28.8 萬 | 0.03% | −91−3.5% | 減碼 |