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 2 季 13F 持有人
Evercore Inc. 在 2023/6/30 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
- 400
- 較 2023 年第 1 季 −21 家
- 持有股數
- 3,350 萬
- 較 2023 年第 1 季 +85.1 萬 (+2.6%)
- 總市值
- $41.4 億
- 較 2023 年第 1 季 +$3.87 億 (+10.3%)
- 新進機構
- 44
- 另有 126 家加碼
- 清倉機構
- 65
- 另有 169 家減碼
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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,140,950 | $5.12 億 | 0.01% | +420,497+11.3% | 加碼 |
| BlackRock Inc. | 3,229,466 | $3.99 億 | 0.01% | −124,875−3.7% | 減碼 |
| JPMorgan Chase & Co | 1,593,797 | $1.97 億 | 0.02% | +16,898+1.1% | 加碼 |
| Boston Partners | 1,488,111 | $1.85 億 | 0.25% | +1,091,246+275.0% | 加碼 |
| Massachusetts Financial Services Co | 1,069,568 | $1.32 億 | 0.04% | +191,293+21.8% | 加碼 |
| State Street Corp | 1,030,232 | $1.27 億 | 0.01% | −11,169−1.1% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 923,145 | $1.14 億 | 0.42% | +374,285+68.2% | 加碼 |
| Dimensional Fund Advisors LP | 883,718 | $1.09 億 | 0.03% | −3,603−0.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 725,375 | $8,965 萬 | 0.51% | +714+0.1% | 加碼 |
| Morgan Stanley | 675,889 | $8,353 萬 | 0.01% | −21,522−3.1% | 減碼 |
| Primecap Management Co | 660,880 | $8,168 萬 | 0.07% | +39,600+6.4% | 加碼 |
| Geode Capital Management, LLC | 578,934 | $7,155 萬 | 0.01% | −50,430−8.0% | 減碼 |
| Bank of New York Mellon Corp | 518,828 | $6,412 萬 | 0.01% | +3,589+0.7% | 加碼 |
| Invesco Ltd. | 516,651 | $6,385 萬 | 0.02% | +71,546+16.1% | 加碼 |
| Bahl & Gaynor Inc | 497,032 | $6,143 萬 | 0.37% | +20,262+4.2% | 加碼 |
| Jacobs Levy Equity Management, Inc | 409,410 | $5,060 萬 | 0.29% | −87,182−17.6% | 減碼 |
| Norges Bank | 403,290 | $4,984 萬 | 0.01% | +34,325+9.3% | 加碼 |
| Fisher Asset Management, LLC | 382,469 | $4,727 萬 | 0.03% | +26,539+7.5% | 加碼 |
| American Century Companies Inc | 374,570 | $4,629 萬 | 0.03% | +67,982+22.2% | 加碼 |
| Channing Capital Management, LLC | 370,727 | $4,582 萬 | 1.41% | +34,154+10.1% | 加碼 |
| Franklin Resources Inc | 343,728 | $4,248 萬 | 0.02% | +15,797+4.8% | 加碼 |
| Clark Capital Management Group, Inc. | 322,416 | $3,985 萬 | 0.36% | +9,299+3.0% | 加碼 |
| Bank of America Corp | 317,247 | $3,921 萬 | 0.00% | −20,812−6.2% | 減碼 |
| Wellington Management Group LLP | 315,101 | $3,894 萬 | 0.01% | +16,259+5.4% | 加碼 |
| Paralel Advisors LLC | 300,000 | $3,708 萬 | 1.98% | 00.0% | 不變 |
| Boston Trust Walden Corp | 281,865 | $3,484 萬 | 0.29% | +8,241+3.0% | 加碼 |
| First Trust Advisors LP | 281,450 | $3,478 萬 | 0.04% | −69,877−19.9% | 減碼 |
| Nuveen Asset Management, LLC | 278,919 | $3,447 萬 | 0.01% | +3,122+1.1% | 加碼 |
| Northern Trust Corp | 278,859 | $3,446 萬 | 0.01% | −15,690−5.3% | 減碼 |
| Schroder Investment Management Group | 271,579 | $3,356 萬 | 0.05% | −31,673−10.4% | 減碼 |
| ProShare Advisors LLC | 260,534 | $3,220 萬 | 0.09% | −14,406−5.2% | 減碼 |
| Scout Investments, Inc. | 230,626 | $3,148 萬 | 0.64% | −4,218−1.8% | 減碼 |
| Frontier Capital Management Co LLC | 249,279 | $3,081 萬 | 0.30% | −3,617−1.4% | 減碼 |
| Charles Schwab Investment Management Inc | 231,257 | $2,858 萬 | 0.01% | +1,165+0.5% | 加碼 |
| Renaissance Technologies LLC | 213,700 | $2,641 萬 | 0.04% | +69,300+48.0% | 加碼 |
| Nitorum Capital, L.P. | 199,834 | $2,470 萬 | 2.50% | −90.0% | 減碼 |
| Macquarie Group Ltd | 195,091 | $2,411 萬 | 0.03% | +28,711+17.3% | 加碼 |
| Epoch Investment Partners, Inc. | 193,239 | $2,388 萬 | 0.14% | +88,378+84.3% | 加碼 |
| STRS Ohio | 189,252 | $2,339 萬 | 0.10% | −14,952−7.3% | 減碼 |
| Glenmede Trust Co NA | 177,124 | $2,049 萬 | 0.12% | +217+0.1% | 加碼 |
| Goldman Sachs Group Inc | 162,222 | $2,005 萬 | 0.01% | −38,021−19.0% | 減碼 |
| Ariel Investments, LLC | 161,356 | $1,994 萬 | 0.19% | +4,934+3.2% | 加碼 |
| Basswood Capital Management, L.L.C. | 147,676 | $1,825 萬 | 1.35% | +36,491+32.8% | 加碼 |
| Millennium Management LLC | 140,834 | $1,741 萬 | 0.02% | −697,344−83.2% | 減碼 |
| Principal Financial Group Inc | 132,496 | $1,638 萬 | 0.01% | −9,028−6.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 131,435 | $1,624 萬 | 0.14% | +131,435 | 新進 |
| New York State Common Retirement Fund | 131,225 | $1,622 萬 | 0.02% | +7,086+5.7% | 加碼 |
| UBS Asset Management Americas Inc | 139,290 | $1,607 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 128,770 | $1,591 萬 | 0.00% | −23,506−15.4% | 減碼 |
| State of Wisconsin Investment Board | 124,635 | $1,540 萬 | 0.04% | −2,547−2.0% | 減碼 |
| LMR Partners LLP | 123,037 | $1,521 萬 | 0.35% | +123,037 | 新進 |
| Retirement Systems of Alabama | 122,744 | $1,517 萬 | 0.07% | −1,222−1.0% | 減碼 |
| WCM Investment Management, LLC | 120,326 | $1,499 萬 | 0.04% | +7,804+6.9% | 加碼 |
| Fort Washington Investment Advisors Inc | 121,238 | $1,498 萬 | 0.11% | +18,880+18.4% | 加碼 |
| Man Group plc | 114,988 | $1,421 萬 | 0.04% | – | – |
| Russell Investments Group, Ltd. | 111,900 | $1,383 萬 | 0.03% | −53,039−32.2% | 減碼 |
| Driehaus Capital Management LLC | 111,717 | $1,381 萬 | 0.17% | +517+0.5% | 加碼 |
| Rhumbline Advisers | 109,186 | $1,349 萬 | 0.02% | +788+0.7% | 加碼 |
| Kettle Hill Capital Management, LLC | 108,962 | $1,347 萬 | 2.67% | −60,513−35.7% | 減碼 |
| Alliancebernstein L.P. | 107,265 | $1,326 萬 | 0.01% | −2,435−2.2% | 減碼 |
| AQR Capital Management LLC | 99,582 | $1,231 萬 | 0.03% | −24,716−19.9% | 減碼 |
| Ziegler Capital Management, LLC | 99,516 | $1,230 萬 | 0.47% | +6,900+7.5% | 加碼 |
| Royce & Associates LP | 99,287 | $1,227 萬 | 0.12% | −1,368−1.4% | 減碼 |
| Rockefeller Capital Management L.P. | 98,907 | $1,222 萬 | 0.05% | −6,040−5.8% | 減碼 |
| Bernzott Capital Advisors | 96,864 | $1,197 萬 | 2.58% | −5,906−5.7% | 減碼 |
| Peregrine Capital Management LLC | 94,362 | $1,166 萬 | 0.32% | −470.0% | 減碼 |
| Alyeska Investment Group, L.P. | 93,277 | $1,153 萬 | 0.09% | +93,277 | 新進 |
| Wedge Capital Management L L P | 93,072 | $1,150 萬 | 0.18% | −31,667−25.4% | 減碼 |
| Victory Capital Management Inc | 91,744 | $1,134 萬 | 0.01% | −2,033−2.2% | 減碼 |
| TD Asset Management Inc | 87,935 | $1,087 萬 | 0.01% | +87,935 | 新進 |
| Ceredex Value Advisors LLC | 87,450 | $1,081 萬 | 0.17% | +37,866+76.4% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 87,065 | $1,076 萬 | 0.73% | +87,065 | 新進 |
| CCM Investment Advisers LLC | 86,968 | $1,075 萬 | 1.44% | +71+0.1% | 加碼 |
| FMR LLC | 84,923 | $1,050 萬 | 0.00% | +66,270+355.3% | 加碼 |
| Legal & General Group Plc | 83,295 | $1,029 萬 | 0.00% | +5,242+6.7% | 加碼 |
| Wells Fargo & Company | 80,979 | $1,001 萬 | 0.00% | −58,008−41.7% | 減碼 |
| Swiss National Bank | 79,900 | $987.5 萬 | 0.01% | +200+0.3% | 加碼 |
| Qube Research & Technologies Ltd | 77,812 | $961.7 萬 | 0.04% | −5,174−6.2% | 減碼 |
| California Public Employees Retirement System | 77,381 | $956.4 萬 | 0.01% | −103−0.1% | 減碼 |
| Pier Capital, LLC | 75,067 | $927.8 萬 | 1.33% | +29,868+66.1% | 加碼 |
| Great Lakes Advisors, LLC | 71,358 | $881.9 萬 | 0.09% | +68,616+2,502.4% | 加碼 |
| Suvretta Capital Management, LLC | 71,051 | $878.1 萬 | 0.47% | +71,051 | 新進 |
| Moody Aldrich Partners LLC | 69,141 | $854.5 萬 | 1.66% | +13,247+23.7% | 加碼 |
| Envestnet Asset Management Inc | 66,819 | $825.8 萬 | 0.00% | −214,495−76.2% | 減碼 |
| Nicholas Investment Partners, LP | 64,691 | $799.5 萬 | 0.55% | +21,266+49.0% | 加碼 |
| Citadel Advisors LLC | 62,063 | $767.0 萬 | 0.01% | +61,559+12,214.1% | 加碼 |
| UBS Group AG | 61,373 | $758.5 萬 | 0.00% | −2,788−4.3% | 減碼 |
| First Eagle Investment Management, LLC | 59,892 | $740.2 萬 | 0.02% | +30,004+100.4% | 加碼 |
| Executive Wealth Management, LLC | 59,250 | $732.3 萬 | 0.76% | +11,730+24.7% | 加碼 |
| Ensign Peak Advisors, Inc | 59,074 | $730.1 萬 | 0.01% | −1,430−2.4% | 減碼 |
| Nordea Investment Management AB | 53,390 | $664.9 萬 | 0.01% | −12,820−19.4% | 減碼 |
| Mackenzie Financial Corp | 53,050 | $660.5 萬 | 0.01% | −5,130−8.8% | 減碼 |
| American International Group, Inc. | 53,215 | $657.7 萬 | 0.04% | −1,924−3.5% | 減碼 |
| New York State Teachers Retirement System | 51,443 | $635.8 萬 | 0.01% | −307−0.6% | 減碼 |
| SEI Investments Co | 51,400 | $635.3 萬 | 0.01% | +796+1.6% | 加碼 |
| Credit Suisse AG | 48,879 | $604.1 萬 | 0.01% | +4,487+10.1% | 加碼 |
| First Republic Investment Management, Inc. | 47,688 | $589.4 萬 | 0.03% | −437−0.9% | 減碼 |
| Royal Bank of Canada | 47,065 | $581.6 萬 | 0.00% | −198−0.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 46,053 | $569.2 萬 | 0.01% | −2,463−5.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 45,136 | $557.8 萬 | 0.87% | +625+1.4% | 加碼 |