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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 7,818 | $107.8 萬 | 0.04% | −992−11.3% | 減碼 |
| Stifel Financial Corp | 7,930 | $109.3 萬 | 0.00% | −3,438−30.2% | 減碼 |
| Bank of Montreal | 7,718 | $112.0 萬 | 0.00% | +108+1.4% | 加碼 |
| State of Michigan Retirement System | 8,305 | $114.5 萬 | 0.01% | −400−4.6% | 減碼 |
| Riverwater Partners LLC | 8,335 | $114.9 萬 | 1.04% | −68−0.8% | 減碼 |
| Washington Trust Advisors, Inc. | 8,370 | $115.4 萬 | 0.12% | −500−5.6% | 減碼 |
| Deutsche Bank AG | 8,432 | $116.3 萬 | 0.00% | −486−5.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 8,566 | $118.1 萬 | 0.08% | −1,916−18.3% | 減碼 |
| Prana Capital Management, LP | 8,810 | $121.5 萬 | 0.08% | +4,401+99.8% | 加碼 |
| Eagle Rock Investment Company, LLC | 9,263 | $127.7 萬 | 0.29% | +9,263 | 新進 |
| ExodusPoint Capital Management, LP | 9,333 | $128.7 萬 | 0.02% | +9,333 | 新進 |
| Dana Investment Advisors, Inc. | 9,496 | $130.9 萬 | 0.07% | −4,590−32.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,497 | $130.9 萬 | 0.00% | −117−1.2% | 減碼 |
| Campbell Newman Asset Management Inc | 9,535 | $131.5 萬 | 0.12% | −171−1.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 9,587 | $132.2 萬 | 0.02% | −567−5.6% | 減碼 |
| Qube Research & Technologies Ltd | 9,667 | $133.3 萬 | 0.00% | −68,145−87.6% | 減碼 |
| Bridge City Capital, LLC | 9,671 | $133.3 萬 | 0.67% | −63−0.6% | 減碼 |
| Quantinno Capital Management LP | 9,693 | $133.6 萬 | 0.06% | +1,342+16.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 9,827 | $135.5 萬 | 0.02% | −400−3.9% | 減碼 |
| Toroso Investments, LLC | 9,831 | $135.5 萬 | 0.04% | −1,195−10.8% | 減碼 |
| Louisiana State Employees Retirement System | 9,900 | $136.5 萬 | 0.03% | −400−3.9% | 減碼 |
| Arizona State Retirement System | 10,372 | $143.0 萬 | 0.01% | +72+0.7% | 加碼 |
| Janney Montgomery Scott LLC | 10,755 | $148.3 萬 | 0.01% | +50.0% | 加碼 |
| Truist Financial Corp | 11,070 | $152.6 萬 | 0.00% | −11,089−50.0% | 減碼 |
| Teacher Retirement System of Texas | 11,207 | $154.5 萬 | 0.01% | −4,057−26.6% | 減碼 |
| Natixis Advisors, L.P. | 11,233 | $154.9 萬 | 0.00% | +11,233 | 新進 |
| Aviva PLC | 11,351 | $156.5 萬 | 0.01% | +11,351 | 新進 |
| EFG Asset Management (North America) Corp. | 11,441 | $157.7 萬 | 0.37% | −2,879−20.1% | 減碼 |
| Redwood Investment Management, LLC | 11,473 | $158.2 萬 | 0.14% | +11,473 | 新進 |
| Advisory Services Network, LLC | 11,571 | $159.5 萬 | 0.04% | −814−6.6% | 減碼 |
| Rocky Mountain Advisers, LLC | 11,900 | $164.1 萬 | 0.80% | 00.0% | 不變 |
| Two Sigma Investments, LP | 12,100 | $166.8 萬 | 0.00% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 12,196 | $168.1 萬 | 0.02% | +5,824+91.4% | 加碼 |
| Nisa Investment Advisors, LLC | 12,330 | $170.0 萬 | 0.01% | −2,912−19.1% | 減碼 |
| APG Asset Management N.V. | 12,800 | $176.5 萬 | 0.00% | −8,800−40.7% | 減碼 |
| Cornerstone Investment Partners, LLC | 12,938 | $178.4 萬 | 0.11% | +8,262+176.7% | 加碼 |
| PDT Partners, LLC | 13,030 | $179.7 萬 | 0.23% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 13,814 | $190.5 萬 | 0.00% | −2,934−17.5% | 減碼 |
| Centric Wealth Management | 13,956 | $192.4 萬 | 0.80% | +324+2.4% | 加碼 |
| Cerity Partners LLC | 13,966 | $192.6 萬 | 0.01% | −318−2.2% | 減碼 |
| Valley National Advisers Inc | 14,364 | $198.0 萬 | 0.35% | −892−5.8% | 減碼 |
| Advisors Capital Management, LLC | 14,952 | $206.2 萬 | 0.05% | −67−0.4% | 減碼 |
| Harbor Advisors LLC | 15,000 | $206.8 萬 | 0.44% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 16,470 | $227.1 萬 | 0.00% | +806+5.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 16,729 | $230.7 萬 | 0.01% | −5,312−24.1% | 減碼 |
| Yousif Capital Management, LLC | 16,921 | $233.3 萬 | 0.03% | −1,170−6.5% | 減碼 |
| Harbor Capital Advisors, Inc. | 17,359 | $239.3 萬 | 0.52% | −3,307−16.0% | 減碼 |
| Janus Henderson Group PLC | 17,670 | $243.5 萬 | 0.00% | −10.0% | 減碼 |
| Brinker Capital Investments, LLC | 18,161 | $250.4 萬 | 0.03% | −538−2.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 18,161 | $250.4 萬 | 0.03% | −538−2.9% | 減碼 |
| Two Sigma Advisers, LP | 18,400 | $253.7 萬 | 0.01% | −10,400−36.1% | 減碼 |
| Guggenheim Capital LLC | 19,649 | $270.9 萬 | 0.02% | −11,361−36.6% | 減碼 |
| Monument Capital Management | 19,670 | $271.2 萬 | 0.91% | +19,670 | 新進 |
| Legato Capital Management LLC | 19,811 | $273.2 萬 | 0.40% | −472−2.3% | 減碼 |
| MetLife Investment Management | 19,993 | $275.7 萬 | 0.02% | −1,156−5.5% | 減碼 |
| Hancock Whitney Corp | 20,630 | $284.4 萬 | 0.12% | +10,340+100.5% | 加碼 |
| Voya Investment Management LLC | 20,941 | $288.7 萬 | 0.00% | −8,572−29.0% | 減碼 |
| Hussman Strategic Advisors, Inc. | 21,000 | $289.5 萬 | 0.55% | −5,000−19.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 21,117 | $291.2 萬 | 0.01% | −1,077−4.9% | 減碼 |
| US Bancorp | 21,444 | $295.7 萬 | 0.00% | +1,226+6.1% | 加碼 |
| Jane Street Group, LLC | 21,660 | $298.6 萬 | 0.00% | +13,307+159.3% | 加碼 |
| AE Wealth Management LLC | 22,401 | $308.9 萬 | 0.02% | +8,636+62.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 22,637 | $312.1 萬 | 0.05% | −19,763−46.6% | 減碼 |
| Mutual of America Capital Management LLC | 22,733 | $313.4 萬 | 0.04% | −2,920−11.4% | 減碼 |
| Allianz Asset Management GmbH | 22,817 | $314.6 萬 | 0.01% | +22,817 | 新進 |
| Pinebridge Investments, L.P. | 23,031 | $317.6 萬 | 0.04% | −18,879−45.0% | 減碼 |
| Canada Pension Plan Investment Board | 23,900 | $329.5 萬 | 0.00% | −14,400−37.6% | 減碼 |
| Essex Investment Management Co LLC | 24,305 | $335.1 萬 | 0.55% | +2,566+11.8% | 加碼 |
| Martingale Asset Management L P | 24,807 | $342.0 萬 | 0.07% | −12,978−34.3% | 減碼 |
| Sarasin & Partners LLP | 25,000 | $344.7 萬 | 0.04% | 00.0% | 不變 |
| Genus Capital Management Inc. | 25,060 | $345.5 萬 | 0.54% | +4,160+19.9% | 加碼 |
| Gotham Asset Management, LLC | 25,323 | $349.2 萬 | 0.07% | −357−1.4% | 減碼 |
| Public Employees Retirement System of Ohio | 25,543 | $352.2 萬 | 0.02% | −1,650−6.1% | 減碼 |
| Amalgamated Bank | 25,868 | $356.7 萬 | 0.03% | +2,089+8.8% | 加碼 |
| Brandywine Global Investment Management, LLC | 27,635 | $381.0 萬 | 0.03% | +14,082+103.9% | 加碼 |
| Treasurer of the State of North Carolina | 28,058 | $386.9 萬 | 0.02% | +114+0.4% | 加碼 |
| Barclays PLC | 28,293 | $390.1 萬 | 0.00% | −2,296−7.5% | 減碼 |
| Van Eck Associates Corp | 28,473 | $392.6 萬 | 0.01% | +13,227+86.8% | 加碼 |
| Verdence Capital Advisors LLC | 28,571 | $393.9 萬 | 0.43% | +3,763+15.2% | 加碼 |
| Alberta Investment Management Corp | 28,963 | $399.3 萬 | 0.04% | +20,350+236.3% | 加碼 |
| Morse Asset Management, Inc | 28,970 | $399.4 萬 | 1.26% | +290+1.0% | 加碼 |
| Great West Life Assurance Co | 29,109 | $401.1 萬 | 0.01% | +1,234+4.4% | 加碼 |
| Texas Permanent School Fund | 29,605 | $408.2 萬 | 0.04% | −1,458−4.7% | 減碼 |
| South Dakota Investment Council | 30,322 | $418.1 萬 | 0.10% | −2,900−8.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 30,372 | $418.8 萬 | 0.00% | +3,828+14.4% | 加碼 |
| Alps Advisors Inc | 30,495 | $420.5 萬 | 0.03% | −342−1.1% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 30,605 | $422.0 萬 | 0.31% | +1,805+6.3% | 加碼 |
| Advisor Group Holdings, Inc. | 34,723 | $479.2 萬 | 0.01% | +14,483+71.6% | 加碼 |
| Advisors Asset Management, Inc. | 35,307 | $486.8 萬 | 0.11% | −737−2.0% | 減碼 |
| State of Alaska, Department of Revenue | 35,450 | $488.7 萬 | 0.06% | −230−0.6% | 減碼 |
| Jackson Wealth Management, LLC | 35,622 | $491.2 萬 | 0.70% | +1,716+5.1% | 加碼 |
| State of Tennessee, Treasury Department | 35,700 | $492.2 萬 | 0.02% | +17,767+99.1% | 加碼 |
| Seizert Capital Partners, LLC | 36,399 | $501.9 萬 | 0.27% | +1,078+3.1% | 加碼 |
| GW&K Investment Management, LLC | 37,774 | $520.8 萬 | 0.05% | −117−0.3% | 減碼 |
| Pekin Hardy Strauss, Inc. | 38,189 | $526.5 萬 | 0.83% | −6,947−15.4% | 減碼 |
| Comerica Bank | 39,706 | $547.5 萬 | 0.03% | +39,706 | 新進 |
| First Republic Investment Management, Inc. | 40,131 | $553.3 萬 | 0.02% | −7,557−15.8% | 減碼 |
| Walleye Capital LLC | 40,177 | $554.0 萬 | 0.08% | +40,177 | 新進 |
| California State Teachers Retirement System | 40,496 | $558.4 萬 | 0.01% | −4,085−9.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 41,467 | $571.7 萬 | 0.07% | +38,347+1,229.1% | 加碼 |