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 3 季 13F 持有人
Evercore Inc. 在 2023/9/30 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
- 398
- 較 2023 年第 2 季 +1 家
- 持有股數
- 3,316 萬
- 較 2023 年第 2 季 −32.6 萬 (−1.0%)
- 總市值
- $45.9 億
- 較 2023 年第 2 季 +$4.45 億 (+10.7%)
- 新進機構
- 53
- 另有 126 家加碼
- 清倉機構
- 52
- 另有 168 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,815,399 | $5.26 億 | 0.01% | −325,551−7.9% | 減碼 |
| BlackRock Inc. | 3,168,520 | $4.37 億 | 0.01% | −60,946−1.9% | 減碼 |
| Boston Partners | 1,493,113 | $2.05 億 | 0.28% | +5,002+0.3% | 加碼 |
| JPMorgan Chase & Co | 1,385,225 | $1.91 億 | 0.02% | −208,572−13.1% | 減碼 |
| Massachusetts Financial Services Co | 1,070,915 | $1.48 億 | 0.05% | +1,347+0.1% | 加碼 |
| State Street Corp | 1,044,577 | $1.44 億 | 0.01% | +14,345+1.4% | 加碼 |
| Millennium Management LLC | 1,035,553 | $1.43 億 | 0.15% | +894,719+635.3% | 加碼 |
| Dimensional Fund Advisors LP | 898,382 | $1.24 億 | 0.04% | +14,664+1.7% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 722,563 | $9,963 萬 | 0.57% | −2,812−0.4% | 減碼 |
| Morgan Stanley | 699,856 | $9,650 萬 | 0.01% | +23,967+3.5% | 加碼 |
| Invesco Ltd. | 657,207 | $9,062 萬 | 0.02% | +140,556+27.2% | 加碼 |
| Primecap Management Co | 656,880 | $9,057 萬 | 0.08% | −4,000−0.6% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 595,373 | $8,209 萬 | 0.31% | −327,772−35.5% | 減碼 |
| Geode Capital Management, LLC | 586,619 | $8,090 萬 | 0.01% | +7,685+1.3% | 加碼 |
| Bahl & Gaynor Inc | 520,222 | $7,173 萬 | 0.46% | +23,190+4.7% | 加碼 |
| Bank of New York Mellon Corp | 508,048 | $7,005 萬 | 0.02% | −10,780−2.1% | 減碼 |
| American Century Companies Inc | 504,008 | $6,949 萬 | 0.05% | +129,438+34.6% | 加碼 |
| Channing Capital Management, LLC | 417,428 | $5,755 萬 | 1.90% | +46,701+12.6% | 加碼 |
| Norges Bank | 393,889 | $5,431 萬 | 0.01% | −9,401−2.3% | 減碼 |
| Fisher Asset Management, LLC | 361,266 | $4,981 萬 | 0.03% | −21,203−5.5% | 減碼 |
| Schroder Investment Management Group | 343,245 | $4,733 萬 | 0.07% | +71,666+26.4% | 加碼 |
| Franklin Resources Inc | 332,171 | $4,580 萬 | 0.02% | −11,557−3.4% | 減碼 |
| Scout Investments, Inc. | 341,068 | $4,578 萬 | 1.05% | +110,442+47.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 314,575 | $4,337 萬 | 0.26% | −94,835−23.2% | 減碼 |
| Boston Trust Walden Corp | 300,048 | $4,137 萬 | 0.35% | +18,183+6.5% | 加碼 |
| Paralel Advisors LLC | 300,000 | $4,136 萬 | 2.29% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 280,148 | $3,863 萬 | 0.25% | +86,909+45.0% | 加碼 |
| Nuveen Asset Management, LLC | 277,511 | $3,826 萬 | 0.01% | −1,408−0.5% | 減碼 |
| Northern Trust Corp | 271,613 | $3,745 萬 | 0.01% | −7,246−2.6% | 減碼 |
| ProShare Advisors LLC | 252,337 | $3,479 萬 | 0.11% | −8,197−3.1% | 減碼 |
| Charles Schwab Investment Management Inc | 249,767 | $3,444 萬 | 0.01% | +18,510+8.0% | 加碼 |
| Frontier Capital Management Co LLC | 248,291 | $3,423 萬 | 0.38% | −988−0.4% | 減碼 |
| First Trust Advisors LP | 248,127 | $3,421 萬 | 0.04% | −33,323−11.8% | 減碼 |
| Clark Capital Management Group, Inc. | 240,883 | $3,321 萬 | 0.33% | −81,533−25.3% | 減碼 |
| Bank of America Corp | 228,982 | $3,157 萬 | 0.00% | −88,265−27.8% | 減碼 |
| STRS Ohio | 215,443 | $2,971 萬 | 0.13% | +26,191+13.8% | 加碼 |
| Driehaus Capital Management LLC | 210,258 | $2,899 萬 | 0.38% | +98,541+88.2% | 加碼 |
| Macquarie Group Ltd | 195,885 | $2,701 萬 | 0.03% | +794+0.4% | 加碼 |
| Nitorum Capital, L.P. | 173,479 | $2,392 萬 | 2.62% | −26,355−13.2% | 減碼 |
| Ariel Investments, LLC | 164,835 | $2,273 萬 | 0.24% | +3,479+2.2% | 加碼 |
| Wellington Management Group LLP | 160,992 | $2,220 萬 | 0.00% | −154,109−48.9% | 減碼 |
| Goldman Sachs Group Inc | 146,121 | $2,015 萬 | 0.01% | −16,101−9.9% | 減碼 |
| New York State Common Retirement Fund | 145,252 | $2,003 萬 | 0.03% | +14,027+10.7% | 加碼 |
| Glenmede Trust Co NA | 138,474 | $1,909 萬 | 0.11% | −38,650−21.8% | 減碼 |
| Balyasny Asset Management LLC | 132,757 | $1,830 萬 | 0.05% | +132,757 | 新進 |
| Principal Financial Group Inc | 128,651 | $1,774 萬 | 0.01% | −3,845−2.9% | 減碼 |
| Basswood Capital Management, L.L.C. | 125,971 | $1,737 萬 | 1.32% | −21,705−14.7% | 減碼 |
| WCM Investment Management, LLC | 123,635 | $1,705 萬 | 0.05% | +3,309+2.8% | 加碼 |
| UBS Asset Management Americas Inc | 123,618 | $1,704 萬 | 0.01% | −15,672−11.3% | 減碼 |
| Ameriprise Financial Inc | 122,468 | $1,689 萬 | 0.01% | −6,302−4.9% | 減碼 |
| Retirement Systems of Alabama | 120,804 | $1,666 萬 | 0.08% | −1,940−1.6% | 減碼 |
| Alyeska Investment Group, L.P. | 120,237 | $1,658 萬 | 0.11% | +26,960+28.9% | 加碼 |
| TD Asset Management Inc | 113,670 | $1,567 萬 | 0.02% | +25,735+29.3% | 加碼 |
| State of Wisconsin Investment Board | 112,233 | $1,547 萬 | 0.05% | −12,402−10.0% | 減碼 |
| Rhumbline Advisers | 108,068 | $1,490 萬 | 0.02% | −1,118−1.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 107,878 | $1,487 萬 | 0.11% | −13,360−11.0% | 減碼 |
| Russell Investments Group, Ltd. | 104,769 | $1,445 萬 | 0.03% | −7,131−6.4% | 減碼 |
| Lazard Asset Management LLC | 104,730 | $1,444 萬 | 0.02% | +104,730 | 新進 |
| Man Group plc | – | $1,444 萬 | 0.04% | – | – |
| Alliancebernstein L.P. | 102,400 | $1,412 萬 | 0.01% | −4,865−4.5% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 97,139 | $1,339 萬 | 1.01% | +10,074+11.6% | 加碼 |
| Great Lakes Advisors, LLC | 93,099 | $1,284 萬 | 0.12% | +21,741+30.5% | 加碼 |
| Rockefeller Capital Management L.P. | 92,921 | $1,281 萬 | 0.05% | −5,986−6.1% | 減碼 |
| Victory Capital Management Inc | 90,652 | $1,250 萬 | 0.01% | −1,092−1.2% | 減碼 |
| Peregrine Capital Management LLC | 88,718 | $1,223 萬 | 0.37% | −5,644−6.0% | 減碼 |
| Ziegler Capital Management, LLC | 88,309 | $1,218 萬 | 0.49% | −11,207−11.3% | 減碼 |
| Royce & Associates LP | 87,841 | $1,211 萬 | 0.12% | −11,446−11.5% | 減碼 |
| CCM Investment Advisers LLC | 86,558 | $1,193 萬 | 1.65% | −410−0.5% | 減碼 |
| FMR LLC | 86,155 | $1,188 萬 | 0.00% | +1,232+1.5% | 加碼 |
| Envestnet Asset Management Inc | 81,353 | $1,122 萬 | 0.01% | +14,534+21.8% | 加碼 |
| Ceredex Value Advisors LLC | 80,800 | $1,114 萬 | 0.20% | −6,650−7.6% | 減碼 |
| Moody Aldrich Partners LLC | 80,661 | $1,112 萬 | 2.11% | +11,520+16.7% | 加碼 |
| California Public Employees Retirement System | 80,238 | $1,106 萬 | 0.01% | +2,857+3.7% | 加碼 |
| Swiss National Bank | 80,100 | $1,104 萬 | 0.01% | +200+0.3% | 加碼 |
| Nicholas Investment Partners, LP | 79,375 | $1,094 萬 | 0.82% | +14,684+22.7% | 加碼 |
| Wells Fargo & Company | 79,279 | $1,093 萬 | 0.00% | −1,700−2.1% | 減碼 |
| Legal & General Group Plc | 78,079 | $1,077 萬 | 0.00% | −5,216−6.3% | 減碼 |
| Pier Capital, LLC | 74,058 | $1,021 萬 | 1.65% | −1,009−1.3% | 減碼 |
| AQR Capital Management LLC | 69,261 | $955.0 萬 | 0.02% | −30,321−30.4% | 減碼 |
| Renaissance Technologies LLC | 67,000 | $923.8 萬 | 0.02% | −146,700−68.6% | 減碼 |
| Squarepoint Ops LLC | 64,982 | $896.0 萬 | 0.04% | +57,347+751.1% | 加碼 |
| Thrivent Financial for Lutherans | 64,418 | $888.2 萬 | 0.02% | +55,312+607.4% | 加碼 |
| Bernzott Capital Advisors | 61,325 | $845.6 萬 | 2.91% | −35,539−36.7% | 減碼 |
| First Eagle Investment Management, LLC | 60,424 | $833.1 萬 | 0.02% | +532+0.9% | 加碼 |
| Executive Wealth Management, LLC | 60,290 | $831.3 萬 | 0.86% | +1,040+1.8% | 加碼 |
| Bridgewater Associates, LP | 59,354 | $818.4 萬 | 0.05% | +41,438+231.3% | 加碼 |
| UBS Group AG | 55,951 | $771.5 萬 | 0.00% | −5,422−8.8% | 減碼 |
| SEI Investments Co | 53,728 | $740.8 萬 | 0.01% | +2,328+4.5% | 加碼 |
| Nordea Investment Management AB | 52,482 | $729.6 萬 | 0.01% | −908−1.7% | 減碼 |
| Credit Suisse AG | 52,793 | $727.9 萬 | 0.01% | +3,914+8.0% | 加碼 |
| New York State Teachers Retirement System | 51,243 | $706.5 萬 | 0.02% | −200−0.4% | 減碼 |
| Royal Bank of Canada | 49,688 | $685.1 萬 | 0.00% | +2,623+5.6% | 加碼 |
| Wedge Capital Management L L P | 49,210 | $678.5 萬 | 0.13% | −43,862−47.1% | 減碼 |
| American International Group, Inc. | 49,118 | $677.2 萬 | 0.04% | −4,097−7.7% | 減碼 |
| Castleark Management LLC | 48,260 | $665.4 萬 | 0.34% | +48,260 | 新進 |
| Raymond James & Associates | 46,806 | $645.4 萬 | 0.01% | +2,019+4.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 46,103 | $635.7 萬 | 0.01% | +50+0.1% | 加碼 |
| Ensign Peak Advisors, Inc | 41,803 | $576.4 萬 | 0.01% | −17,271−29.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 41,467 | $571.7 萬 | 0.07% | +38,347+1,229.1% | 加碼 |
| California State Teachers Retirement System | 40,496 | $558.4 萬 | 0.01% | −4,085−9.2% | 減碼 |