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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 2,091 | $25.8 萬 | 0.01% | +77+3.8% | 加碼 |
| Cresset Asset Management, LLC | 2,098 | $25.9 萬 | 0.00% | +2,098 | 新進 |
| Tower Research Capital LLC (TRC) | 2,117 | $26.2 萬 | 0.01% | −1,616−43.3% | 減碼 |
| PFS Investments Inc. | 2,185 | $27.0 萬 | 0.00% | +171+8.5% | 加碼 |
| Intrust Bank NA | 2,189 | $27.1 萬 | 0.03% | −29−1.3% | 減碼 |
| Tremblant Capital Group | 2,267 | $28.0 萬 | 0.03% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 2,332 | $28.8 萬 | 0.03% | −166−6.6% | 減碼 |
| Baird Financial Group, Inc. | 2,351 | $29.1 萬 | 0.00% | +46+2.0% | 加碼 |
| Keybank National Association | 2,371 | $29.3 萬 | 0.00% | +122+5.4% | 加碼 |
| Argonautica Private Wealth Management, Inc | 2,372 | $29.3 萬 | 0.13% | −49−2.0% | 減碼 |
| Yorktown Management & Research Co Inc | 2,375 | $29.4 萬 | 0.32% | 00.0% | 不變 |
| Lane & Associates LLC | 2,464 | $30.5 萬 | 0.24% | +329+15.4% | 加碼 |
| CWM Advisors, LLC | 2,525 | $31.2 萬 | 0.04% | +161+6.8% | 加碼 |
| Verition Fund Management LLC | 2,571 | $31.8 萬 | 0.00% | +2,571 | 新進 |
| Flagship Harbor Advisors, LLC | 2,588 | $32.0 萬 | 0.03% | −124−4.6% | 減碼 |
| Radnor Capital Management, LLC | 2,645 | $32.7 萬 | 0.14% | +50+1.9% | 加碼 |
| Coldstream Capital Management Inc | 2,674 | $33.0 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 2,716 | $33.6 萬 | 0.01% | −305−10.1% | 減碼 |
| Inceptionr LLC | 2,739 | $33.9 萬 | 0.18% | −3,431−55.6% | 減碼 |
| Teza Capital Management LLC | 2,833 | $35.0 萬 | 0.06% | +2,833 | 新進 |
| MAI Capital Management | 2,872 | $35.5 萬 | 0.01% | −3,040−51.4% | 減碼 |
| O'Rourke & Company, Inc | 2,882 | $35.6 萬 | 0.25% | +130+4.7% | 加碼 |
| DuPont Capital Management Corp | 2,961 | $36.6 萬 | 0.02% | −337−10.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,064 | $37.9 萬 | 0.00% | +3,064 | 新進 |
| Centiva Capital, LP | 3,069 | $37.9 萬 | 0.02% | −7,856−71.9% | 減碼 |
| Segall Bryant & Hamill, LLC | 3,120 | $38.6 萬 | 0.00% | +200+6.8% | 加碼 |
| Securian Asset Management, Inc | 3,143 | $38.8 萬 | 0.01% | −145−4.4% | 減碼 |
| Dakota Wealth Management | 3,202 | $39.6 萬 | 0.02% | −6−0.2% | 減碼 |
| M&T Bank Corp | 3,335 | $41.2 萬 | 0.00% | −196−5.6% | 減碼 |
| Pitcairn Co | 3,347 | $41.4 萬 | 0.03% | −45−1.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 3,347 | $41.4 萬 | 0.02% | +298+9.8% | 加碼 |
| Vestcor Inc | 3,349 | $41.4 萬 | 0.02% | −22,588−87.1% | 減碼 |
| Laffer Tengler Investments | 3,388 | $41.9 萬 | 0.11% | +11+0.3% | 加碼 |
| LPL Financial LLC | 3,419 | $42.3 萬 | 0.00% | −415−10.8% | 減碼 |
| Quantamental Technologies LLC | 3,452 | $42.7 萬 | 0.18% | +3,452 | 新進 |
| Susquehanna International Group, LLP | 3,547 | $43.8 萬 | 0.00% | −20,176−85.0% | 減碼 |
| Donoghue Forlines LLC | 3,549 | $43.9 萬 | 0.14% | +3,549 | 新進 |
| New York Life Investment Management LLC | 3,572 | $44.1 萬 | 0.00% | −648−15.4% | 減碼 |
| We Are One Seven, LLC | 3,578 | $44.2 萬 | 0.04% | +14+0.4% | 加碼 |
| Miller Howard Investments Inc | 3,596 | $44.4 萬 | 0.02% | +37+1.0% | 加碼 |
| DFPG Investments, LLC | 3,217 | $44.8 萬 | 0.04% | +415+14.8% | 加碼 |
| Tudor Investment Corp Et Al | 3,641 | $45.0 萬 | 0.01% | +1,342+58.4% | 加碼 |
| AIA Group Ltd | 3,835 | $47.4 萬 | 0.02% | +3,835 | 新進 |
| Public Employees Retirement Association of Colorado | 3,882 | $48.0 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 3,933 | $48.0 萬 | 0.00% | +1,788+83.4% | 加碼 |
| Spears Abacus Advisors LLC | 3,894 | $48.1 萬 | 0.04% | −420−9.7% | 減碼 |
| Wright Investors Service Inc | 3,895 | $48.1 萬 | 0.14% | −3,249−45.5% | 減碼 |
| Mariner, LLC | 3,930 | $48.6 萬 | 0.00% | +371+10.4% | 加碼 |
| MML Investors Services, LLC | 3,942 | $48.7 萬 | 0.00% | −155−3.8% | 減碼 |
| Hillsdale Investment Management Inc. | 3,995 | $49.4 萬 | 0.05% | +3,995 | 新進 |
| Bokf, NA | 4,116 | $50.9 萬 | 0.01% | +4,116 | 新進 |
| Shell Asset Management Co | 4,199 | $51.9 萬 | 0.02% | −24−0.6% | 減碼 |
| Cetera Advisor Networks LLC | 4,231 | $52.3 萬 | 0.00% | +2,456+138.4% | 加碼 |
| Capital Impact Advisors, LLC | 4,288 | $53.0 萬 | 0.58% | +217+5.3% | 加碼 |
| Pictet Asset Management SA | 4,304 | $53.2 萬 | 0.00% | 00.0% | 不變 |
| Xponance, Inc. | 4,331 | $53.5 萬 | 0.01% | −435−9.1% | 減碼 |
| HGK Asset Management Inc | 4,336 | $53.6 萬 | 0.17% | −825−16.0% | 減碼 |
| CI Private Wealth, LLC | 4,393 | $54.3 萬 | 0.00% | −734−14.3% | 減碼 |
| Prana Capital Management, LP | 4,409 | $54.5 萬 | 0.04% | −232−5.0% | 減碼 |
| Sit Investment Associates Inc | 4,450 | $55.0 萬 | 0.01% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 4,537 | $56.1 萬 | 0.13% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 4,676 | $57.8 萬 | 0.04% | +22+0.5% | 加碼 |
| Freedom Day Solutions, LLC | 4,690 | $58.0 萬 | 0.26% | −6,563−58.3% | 減碼 |
| Angeles Wealth Management, LLC | 4,793 | $59.2 萬 | 0.08% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 4,838 | $59.8 萬 | 0.01% | −12−0.2% | 減碼 |
| JustInvest LLC | 5,056 | $62.5 萬 | 0.02% | +239+5.0% | 加碼 |
| Wambolt & Associates, LLC | 5,075 | $62.7 萬 | 0.22% | +118+2.4% | 加碼 |
| Captrust Financial Advisors | 5,076 | $62.7 萬 | 0.00% | −6−0.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 5,091 | $62.9 萬 | 0.00% | +789+18.3% | 加碼 |
| Federated Hermes, Inc. | 5,211 | $64.4 萬 | 0.00% | −159−3.0% | 減碼 |
| Handelsbanken Fonder AB | 5,237 | $64.7 萬 | 0.00% | 00.0% | 不變 |
| Winton Group Ltd | 5,421 | $67.0 萬 | 0.06% | −5,628−50.9% | 減碼 |
| Nations Financial Group Inc, | 5,451 | $67.4 萬 | 0.07% | +17+0.3% | 加碼 |
| SG Americas Securities, LLC | 5,550 | $68.6 萬 | 0.01% | −505−8.3% | 減碼 |
| Zions Bancorporation, N.A. | 5,580 | $69.0 萬 | 0.06% | −424−7.1% | 減碼 |
| Deltec Asset Management LLC | 5,760 | $71.2 萬 | 0.16% | 00.0% | 不變 |
| Swedbank AB | 5,800 | $71.7 萬 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 5,843 | $72.2 萬 | 0.25% | −104−1.7% | 減碼 |
| Lord, Abbett & Co. LLC | 5,887 | $72.8 萬 | 0.00% | +613+11.6% | 加碼 |
| ClariVest Asset Management LLC | 5,976 | $73.8 萬 | 0.04% | −400−6.3% | 減碼 |
| BancorpSouth Bank | 5,988 | $74.0 萬 | 0.06% | −338−5.3% | 減碼 |
| DGS Capital Management, LLC | 6,013 | $74.3 萬 | 0.37% | +233+4.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 5,654 | $75.8 萬 | 0.02% | +458+8.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,172 | $76.3 萬 | 0.00% | +353+6.1% | 加碼 |
| Pacer Advisors, Inc. | 6,200 | $76.6 萬 | 0.00% | +6,200 | 新進 |
| Globeflex Capital L P | 6,342 | $78.4 萬 | 0.09% | −1,039−14.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 6,372 | $78.7 萬 | 0.01% | +592+10.2% | 加碼 |
| Los Angeles Capital Management LLC | 6,410 | $79.2 萬 | 0.00% | −2,196−25.5% | 減碼 |
| First Hawaiian Bank | 6,670 | $82.4 萬 | 0.03% | −20−0.3% | 減碼 |
| Hohimer Wealth Management, LLC | 6,729 | $83.2 萬 | 0.23% | −304−4.3% | 減碼 |
| James Investment Research Inc | 6,774 | $83.7 萬 | 0.11% | 00.0% | 不變 |
| Fifth Third Bancorp | 7,077 | $87.5 萬 | 0.00% | +47+0.7% | 加碼 |
| Pearl River Capital, LLC | 7,147 | $88.3 萬 | 0.14% | −2,770−27.9% | 減碼 |
| New Mexico Educational Retirement Board | 7,300 | $90.2 萬 | 0.04% | +800+12.3% | 加碼 |
| TownSquare Capital, LLC | 7,488 | $92.5 萬 | 0.02% | +181+2.5% | 加碼 |
| HSBC Holdings PLC | 7,499 | $93.1 萬 | 0.00% | −1,339−15.2% | 減碼 |
| Kendall Capital Management | 7,540 | $93.2 萬 | 0.41% | −405−5.1% | 減碼 |
| Squarepoint Ops LLC | 7,635 | $94.4 萬 | 0.01% | −33,604−81.5% | 減碼 |
| Bank of Montreal | 7,610 | $95.9 萬 | 0.00% | −1,626−17.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,841 | $96.9 萬 | 0.03% | −87−1.1% | 減碼 |