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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 1,984 | $27.4 萬 | 0.00% | +1,984 | 新進 |
| Dakota Wealth Management | 1,992 | $27.5 萬 | 0.01% | −1,210−37.8% | 減碼 |
| Cetera Investment Advisers | 2,006 | $27.7 萬 | 0.00% | +14+0.7% | 加碼 |
| Spears Abacus Advisors LLC | 2,114 | $29.1 萬 | 0.02% | −1,780−45.7% | 減碼 |
| CWM Advisors, LLC | 2,225 | $30.7 萬 | 0.04% | −300−11.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 2,232 | $30.8 萬 | 0.02% | +141+6.7% | 加碼 |
| Intrust Bank NA | 2,262 | $31.2 萬 | 0.04% | +73+3.3% | 加碼 |
| NewEdge Wealth, LLC | 2,267 | $31.3 萬 | 0.01% | +176+8.4% | 加碼 |
| Mount Yale Investment Advisors, LLC | 2,281 | $31.4 萬 | 0.03% | −51−2.2% | 減碼 |
| M&T Bank Corp | 2,312 | $31.9 萬 | 0.00% | −1,023−30.7% | 減碼 |
| Dark Forest Capital Management LP | 2,316 | $31.9 萬 | 0.03% | +2,316 | 新進 |
| Creative Planning | 2,335 | $32.2 萬 | 0.00% | +461+24.6% | 加碼 |
| Argonautica Private Wealth Management, Inc | 2,372 | $32.7 萬 | 0.15% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 2,375 | $32.7 萬 | 0.37% | 00.0% | 不變 |
| Lane & Associates LLC | 2,467 | $34.0 萬 | 0.27% | +3+0.1% | 加碼 |
| Baird Financial Group, Inc. | 2,467 | $34.0 萬 | 0.00% | +116+4.9% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,483 | $34.2 萬 | 0.03% | −105−4.1% | 減碼 |
| Coldstream Capital Management Inc | 2,649 | $36.5 萬 | 0.01% | −25−0.9% | 減碼 |
| Intech Investment Management LLC | 2,670 | $36.8 萬 | 0.01% | +2,670 | 新進 |
| Maryland State Retirement & Pension System | 2,716 | $37.4 萬 | 0.01% | 00.0% | 不變 |
| Simplex Trading, LLC | 2,732 | $37.6 萬 | 0.01% | +1,463+115.3% | 加碼 |
| DFPG Investments, LLC | 2,775 | $38.0 萬 | 0.04% | −442−13.7% | 減碼 |
| XTX Topco Ltd | 2,811 | $38.8 萬 | 0.07% | +2,811 | 新進 |
| Park Avenue Securities LLC | 2,842 | $39.2 萬 | 0.01% | +2,842 | 新進 |
| MAI Capital Management | 2,863 | $39.5 萬 | 0.01% | −9−0.3% | 減碼 |
| O'Rourke & Company, Inc | 2,886 | $39.8 萬 | 0.29% | +4+0.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,012 | $40.3 萬 | 0.01% | −2,642−46.7% | 減碼 |
| Walleye Trading LLC | 2,925 | $40.3 萬 | 0.01% | +2,925 | 新進 |
| Securian Asset Management, Inc | 2,952 | $40.7 萬 | 0.01% | −191−6.1% | 減碼 |
| Vident Advisory, LLC | 3,035 | $41.8 萬 | 0.01% | +3,035 | 新進 |
| Tremblant Capital Group | 3,066 | $42.3 萬 | 0.05% | +799+35.2% | 加碼 |
| New York Life Investment Management LLC | 3,081 | $42.5 萬 | 0.00% | −491−13.7% | 減碼 |
| Pearl River Capital, LLC | 3,119 | $43.0 萬 | 0.07% | −4,028−56.4% | 減碼 |
| HSBC Holdings PLC | 3,234 | $44.6 萬 | 0.00% | −4,265−56.9% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 3,300 | $45.5 萬 | 0.10% | +3,300 | 新進 |
| Dynamic Advisor Solutions LLC | 3,324 | $45.8 萬 | 0.02% | −23−0.7% | 減碼 |
| Pitcairn Co | 3,327 | $45.9 萬 | 0.04% | −20−0.6% | 減碼 |
| Cresset Asset Management, LLC | 3,374 | $46.5 萬 | 0.00% | +1,276+60.8% | 加碼 |
| We Are One Seven, LLC | 3,547 | $48.9 萬 | 0.04% | −31−0.9% | 減碼 |
| Winton Group Ltd | 3,583 | $49.4 萬 | 0.04% | −1,838−33.9% | 減碼 |
| Miller Howard Investments Inc | 3,590 | $49.5 萬 | 0.02% | −6−0.2% | 減碼 |
| LPL Financial LLC | 3,639 | $50.2 萬 | 0.00% | +220+6.4% | 加碼 |
| Wright Investors Service Inc | 3,733 | $51.5 萬 | 0.15% | −162−4.2% | 減碼 |
| Keybank National Association | 3,771 | $52.0 萬 | 0.00% | +1,400+59.0% | 加碼 |
| MML Investors Services, LLC | 3,848 | $53.1 萬 | 0.00% | −94−2.4% | 減碼 |
| Inceptionr LLC | 3,862 | $53.2 萬 | 0.30% | +1,123+41.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 3,882 | $53.5 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 4,133 | $53.8 萬 | 0.01% | +17+0.4% | 加碼 |
| Pictet Asset Management Holding SA | 3,948 | $54.4 萬 | 0.00% | +3,948 | 新進 |
| SG Americas Securities, LLC | 3,973 | $54.8 萬 | 0.01% | −1,577−28.4% | 減碼 |
| Freedom Day Solutions, LLC | 4,014 | $55.3 萬 | 0.24% | −676−14.4% | 減碼 |
| Foster & Motley Inc | 4,021 | $55.4 萬 | 0.05% | +4,021 | 新進 |
| Shell Asset Management Co | 4,128 | $56.9 萬 | 0.02% | −71−1.7% | 減碼 |
| Mariner, LLC | 4,180 | $57.6 萬 | 0.00% | +250+6.4% | 加碼 |
| Xponance, Inc. | 4,294 | $59.2 萬 | 0.01% | −37−0.9% | 減碼 |
| HGK Asset Management Inc | 4,326 | $59.6 萬 | 0.19% | −10−0.2% | 減碼 |
| Citigroup Inc | 4,343 | $59.9 萬 | 0.00% | −4,631−51.6% | 減碼 |
| Federated Hermes, Inc. | 4,365 | $60.2 萬 | 0.00% | −846−16.2% | 減碼 |
| Summit Place Financial Advisors, LLC | 4,370 | $60.3 萬 | 0.43% | +4,370 | 新進 |
| Sit Investment Associates Inc | 4,450 | $61.4 萬 | 0.02% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 4,537 | $62.6 萬 | 0.26% | 00.0% | 不變 |
| HighTower Advisors, LLC | 4,645 | $64.1 萬 | 0.00% | +712+18.1% | 加碼 |
| Angeles Wealth Management, LLC | 4,793 | $66.1 萬 | 0.09% | 00.0% | 不變 |
| Prudential Financial Inc | 4,820 | $66.5 萬 | 0.00% | −7,293−60.2% | 減碼 |
| Cetera Advisor Networks LLC | 4,835 | $66.7 萬 | 0.00% | +604+14.3% | 加碼 |
| Mackenzie Financial Corp | 5,274 | $69.2 萬 | 0.00% | −47,776−90.1% | 減碼 |
| Pacer Advisors, Inc. | 5,034 | $69.4 萬 | 0.00% | −1,166−18.8% | 減碼 |
| Handelsbanken Fonder AB | 5,237 | $72.2 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 5,287 | $72.9 萬 | 0.00% | +211+4.2% | 加碼 |
| Vestcor Inc | 5,330 | $73.5 萬 | 0.03% | +1,981+59.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 5,356 | $73.8 萬 | 0.00% | +3,619+208.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 5,359 | $73.9 萬 | 0.00% | +268+5.3% | 加碼 |
| Wambolt & Associates, LLC | 5,525 | $74.2 萬 | 0.27% | +450+8.9% | 加碼 |
| TownSquare Capital, LLC | 5,407 | $74.5 萬 | 0.01% | −2,081−27.8% | 減碼 |
| JustInvest LLC | 5,443 | $75.0 萬 | 0.02% | +387+7.7% | 加碼 |
| CI Private Wealth, LLC | 5,529 | $76.2 萬 | 0.00% | +1,136+25.9% | 加碼 |
| Bayesian Capital Management, LP | 5,700 | $78.6 萬 | 0.09% | +5,700 | 新進 |
| Nations Financial Group Inc, | 5,715 | $78.8 萬 | 0.08% | +264+4.8% | 加碼 |
| Deltec Asset Management LLC | 5,760 | $79.4 萬 | 0.18% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 5,768 | $79.5 萬 | 0.29% | −75−1.3% | 減碼 |
| Swedbank AB | 5,800 | $80.0 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 5,817 | $80.2 萬 | 0.01% | +979+20.2% | 加碼 |
| Susquehanna International Group, LLP | 5,950 | $82.0 萬 | 0.00% | +2,403+67.7% | 加碼 |
| BancorpSouth Bank | 5,988 | $82.6 萬 | 0.07% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 6,050 | $83.4 萬 | 0.17% | +3,405+128.7% | 加碼 |
| Zions Bancorporation, N.A. | 6,064 | $83.6 萬 | 0.07% | +484+8.7% | 加碼 |
| Lord, Abbett & Co. LLC | 6,066 | $83.7 萬 | 0.00% | +179+3.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 6,136 | $84.6 萬 | 0.00% | −6,422−51.1% | 減碼 |
| DGS Capital Management, LLC | 6,165 | $85.0 萬 | 0.42% | +152+2.5% | 加碼 |
| Kendall Capital Management | 6,275 | $86.5 萬 | 0.38% | −1,265−16.8% | 減碼 |
| Ausbil Investment Management Ltd | 6,481 | $87.0 萬 | 0.54% | −1,722−21.0% | 減碼 |
| Sciencast Management LP | 6,506 | $89.7 萬 | 0.41% | +6,506 | 新進 |
| First Hawaiian Bank | 6,660 | $91.8 萬 | 0.03% | −10−0.1% | 減碼 |
| Hohimer Wealth Management, LLC | 6,729 | $92.8 萬 | 0.27% | 00.0% | 不變 |
| James Investment Research Inc | 6,774 | $93.4 萬 | 0.12% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,059 | $97.3 萬 | 0.01% | −9,995−58.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,183 | $99.0 萬 | 0.00% | +1,011+16.4% | 加碼 |
| Fifth Third Bancorp | 7,205 | $99.3 萬 | 0.00% | +128+1.8% | 加碼 |
| New Mexico Educational Retirement Board | 7,300 | $100.7 萬 | 0.04% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 7,730 | $106.6 萬 | 0.03% | −111−1.4% | 減碼 |