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 4 季 13F 持有人
Evercore Inc. 在 2023/12/31 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
- 437
- 較 2023 年第 3 季 +43 家
- 持有股數
- 3,331 萬
- 較 2023 年第 3 季 +19.2 萬 (+0.6%)
- 總市值
- $57.0 億
- 較 2023 年第 3 季 +$11.2 億 (+24.4%)
- 新進機構
- 66
- 另有 134 家加碼
- 清倉機構
- 23
- 另有 175 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,694,904 | $6.32 億 | 0.01% | −120,495−3.2% | 減碼 |
| BlackRock Inc. | 3,191,340 | $5.46 億 | 0.01% | +22,820+0.7% | 加碼 |
| Boston Partners | 1,658,488 | $2.84 億 | 0.38% | +165,375+11.1% | 加碼 |
| Millennium Management LLC | 1,327,251 | $2.27 億 | 0.22% | +291,698+28.2% | 加碼 |
| JPMorgan Chase & Co | 1,291,572 | $2.21 億 | 0.02% | −93,653−6.8% | 減碼 |
| Massachusetts Financial Services Co | 1,058,525 | $1.81 億 | 0.06% | −12,390−1.2% | 減碼 |
| State Street Corp | 1,056,240 | $1.81 億 | 0.01% | +11,663+1.1% | 加碼 |
| Dimensional Fund Advisors LP | 858,837 | $1.47 億 | 0.04% | −39,545−4.4% | 減碼 |
| Invesco Ltd. | 785,579 | $1.34 億 | 0.03% | +128,372+19.5% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 718,684 | $1.23 億 | 0.62% | −3,879−0.5% | 減碼 |
| Morgan Stanley | 659,642 | $1.13 億 | 0.01% | −40,214−5.7% | 減碼 |
| Primecap Management Co | 656,880 | $1.12 億 | 0.09% | 00.0% | 不變 |
| Geode Capital Management, LLC | 599,962 | $1.03 億 | 0.01% | +13,343+2.3% | 加碼 |
| American Century Companies Inc | 542,267 | $9,275 萬 | 0.06% | +38,259+7.6% | 加碼 |
| Bank of New York Mellon Corp | 479,644 | $8,204 萬 | 0.02% | −28,404−5.6% | 減碼 |
| Bahl & Gaynor Inc | 441,298 | $7,548 萬 | 0.45% | −78,924−15.2% | 減碼 |
| Channing Capital Management, LLC | 417,571 | $7,143 萬 | 2.11% | +1430.0% | 加碼 |
| Norges Bank | 393,040 | $6,723 萬 | 0.01% | −849−0.2% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 371,495 | $6,354 萬 | 0.23% | −223,878−37.6% | 減碼 |
| Balyasny Asset Management LLC | 366,229 | $6,264 萬 | 0.17% | +233,472+175.9% | 加碼 |
| Epoch Investment Partners, Inc. | 354,465 | $6,063 萬 | 0.28% | +74,317+26.5% | 加碼 |
| Jacobs Levy Equity Management, Inc | 343,183 | $5,870 萬 | 0.30% | +28,608+9.1% | 加碼 |
| Schroder Investment Management Group | 316,233 | $5,409 萬 | 0.07% | −27,012−7.9% | 減碼 |
| Scout Investments, Inc. | 311,622 | $5,330 萬 | 1.33% | −29,446−8.6% | 減碼 |
| Fisher Asset Management, LLC | 305,564 | $5,227 萬 | 0.03% | −55,702−15.4% | 減碼 |
| Boston Trust Walden Corp | 302,236 | $5,170 萬 | 0.39% | +2,188+0.7% | 加碼 |
| Paralel Advisors LLC | 300,000 | $5,132 萬 | 2.63% | 00.0% | 不變 |
| Northern Trust Corp | 273,949 | $4,686 萬 | 0.01% | +2,336+0.9% | 加碼 |
| Nuveen Asset Management, LLC | 273,246 | $4,674 萬 | 0.02% | −4,265−1.5% | 減碼 |
| Charles Schwab Investment Management Inc | 257,214 | $4,400 萬 | 0.01% | +7,447+3.0% | 加碼 |
| Driehaus Capital Management LLC | 249,318 | $4,265 萬 | 0.51% | +39,060+18.6% | 加碼 |
| Clark Capital Management Group, Inc. | 242,186 | $4,143 萬 | 0.34% | +1,303+0.5% | 加碼 |
| Franklin Resources Inc | 242,059 | $4,140 萬 | 0.02% | −90,112−27.1% | 減碼 |
| ProShare Advisors LLC | 225,611 | $3,859 萬 | 0.12% | −26,726−10.6% | 減碼 |
| Frontier Capital Management Co LLC | 199,955 | $3,420 萬 | 0.35% | −48,336−19.5% | 減碼 |
| Macquarie Group Ltd | 198,445 | $3,394 萬 | 0.04% | +2,560+1.3% | 加碼 |
| First Trust Advisors LP | 197,973 | $3,386 萬 | 0.04% | −50,154−20.2% | 減碼 |
| STRS Ohio | 173,780 | $2,973 萬 | 0.12% | −41,663−19.3% | 減碼 |
| Bank of America Corp | 169,296 | $2,896 萬 | 0.00% | −59,686−26.1% | 減碼 |
| Wellington Management Group LLP | 166,245 | $2,844 萬 | 0.01% | +5,253+3.3% | 加碼 |
| Ariel Investments, LLC | 162,750 | $2,784 萬 | 0.28% | −2,085−1.3% | 減碼 |
| Nitorum Capital, L.P. | 155,360 | $2,657 萬 | 2.84% | −18,119−10.4% | 減碼 |
| Goldman Sachs Group Inc | 146,745 | $2,510 萬 | 0.01% | +624+0.4% | 加碼 |
| New York State Common Retirement Fund | 142,057 | $2,430 萬 | 0.03% | −3,195−2.2% | 減碼 |
| WCM Investment Management, LLC | 134,438 | $2,327 萬 | 0.06% | +10,803+8.7% | 加碼 |
| Glenmede Trust Co NA | 133,948 | $2,291 萬 | 0.12% | −4,526−3.3% | 減碼 |
| UBS Asset Management Americas Inc | 127,749 | $2,185 萬 | 0.01% | +4,131+3.3% | 加碼 |
| Principal Financial Group Inc | 127,299 | $2,177 萬 | 0.01% | −1,352−1.1% | 減碼 |
| Great Lakes Advisors, LLC | 121,119 | $2,072 萬 | 0.20% | +28,020+30.1% | 加碼 |
| Retirement Systems of Alabama | 120,689 | $2,064 萬 | 0.09% | −115−0.1% | 減碼 |
| Walleye Capital LLC | 118,713 | $2,031 萬 | 0.28% | +78,536+195.5% | 加碼 |
| Cookson Peirce & Co Inc | 117,912 | $2,017 萬 | 1.22% | +117,912 | 新進 |
| Russell Investments Group, Ltd. | 116,242 | $1,988 萬 | 0.04% | +11,473+11.0% | 加碼 |
| Ameriprise Financial Inc | 115,702 | $1,981 萬 | 0.01% | −6,766−5.5% | 減碼 |
| Envestnet Asset Management Inc | 112,353 | $1,922 萬 | 0.01% | +31,000+38.1% | 加碼 |
| State of Wisconsin Investment Board | 107,362 | $1,836 萬 | 0.05% | −4,871−4.3% | 減碼 |
| Point72 Asset Management, L.P. | 105,700 | $1,808 萬 | 0.05% | +105,700 | 新進 |
| Royce & Associates LP | 104,979 | $1,796 萬 | 0.17% | +17,138+19.5% | 加碼 |
| Lazard Asset Management LLC | 103,682 | $1,773 萬 | 0.02% | −1,048−1.0% | 減碼 |
| Rhumbline Advisers | 103,283 | $1,767 萬 | 0.02% | −4,785−4.4% | 減碼 |
| Alliancebernstein L.P. | 100,992 | $1,727 萬 | 0.01% | −1,408−1.4% | 減碼 |
| TD Asset Management Inc | 100,185 | $1,714 萬 | 0.02% | −13,485−11.9% | 減碼 |
| Rockefeller Capital Management L.P. | 99,258 | $1,698 萬 | 0.06% | +6,337+6.8% | 加碼 |
| Victory Capital Management Inc | 88,434 | $1,513 萬 | 0.02% | −2,218−2.4% | 減碼 |
| CCM Investment Advisers LLC | 87,534 | $1,497 萬 | 1.84% | +976+1.1% | 加碼 |
| Man Group plc | 87,095 | $1,490 萬 | 0.04% | – | – |
| Neuberger Berman Group LLC | 86,653 | $1,482 萬 | 0.01% | +86,653 | 新進 |
| Nicholas Investment Partners, LP | 86,536 | $1,480 萬 | 1.73% | +7,161+9.0% | 加碼 |
| Basswood Capital Management, L.L.C. | 85,807 | $1,468 萬 | 0.95% | −40,164−31.9% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 85,241 | $1,458 萬 | 1.03% | −11,898−12.2% | 減碼 |
| Bridgewater Associates, LP | 80,412 | $1,375 萬 | 0.08% | +21,058+35.5% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 79,447 | $1,359 萬 | 0.74% | +79,447 | 新進 |
| California Public Employees Retirement System | 79,032 | $1,352 萬 | 0.01% | −1,206−1.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 78,348 | $1,340 萬 | 0.09% | −29,530−27.4% | 減碼 |
| FMR LLC | 76,627 | $1,311 萬 | 0.00% | −9,528−11.1% | 減碼 |
| Legal & General Group Plc | 76,506 | $1,309 萬 | 0.00% | −1,573−2.0% | 減碼 |
| Pier Capital, LLC | 75,423 | $1,290 萬 | 1.84% | +1,365+1.8% | 加碼 |
| Swiss National Bank | 71,000 | $1,214 萬 | 0.01% | −9,100−11.4% | 減碼 |
| Raymond James & Associates | 70,581 | $1,207 萬 | 0.01% | +23,775+50.8% | 加碼 |
| Peregrine Capital Management LLC | 68,056 | $1,164 萬 | 0.35% | −20,662−23.3% | 減碼 |
| Moody Aldrich Partners LLC | 67,228 | $1,150 萬 | 2.07% | −13,433−16.7% | 減碼 |
| Wells Fargo & Company | 67,072 | $1,147 萬 | 0.00% | −12,207−15.4% | 減碼 |
| Global Alpha Capital Management Ltd. | 66,300 | $1,134 萬 | 0.91% | +66,300 | 新進 |
| Thrivent Financial for Lutherans | 63,633 | $1,088 萬 | 0.02% | −785−1.2% | 減碼 |
| First Eagle Investment Management, LLC | 63,281 | $1,082 萬 | 0.03% | +2,857+4.7% | 加碼 |
| Executive Wealth Management, LLC | 58,239 | $996.2 萬 | 0.94% | −2,051−3.4% | 減碼 |
| Credit Suisse AG | 55,480 | $949.0 萬 | 0.01% | +2,687+5.1% | 加碼 |
| Ceredex Value Advisors LLC | 54,750 | $936.5 萬 | 0.16% | −26,050−32.2% | 減碼 |
| SEI Investments Co | 53,820 | $920.6 萬 | 0.01% | +92+0.2% | 加碼 |
| Castleark Management LLC | 53,200 | $910.0 萬 | 0.40% | +4,940+10.2% | 加碼 |
| UBS Group AG | 52,713 | $901.7 萬 | 0.00% | −3,238−5.8% | 減碼 |
| Nordea Investment Management AB | 50,737 | $876.4 萬 | 0.01% | −1,745−3.3% | 減碼 |
| New York State Teachers Retirement System | 50,883 | $870.4 萬 | 0.02% | −360−0.7% | 減碼 |
| AQR Capital Management LLC | 50,045 | $856.0 萬 | 0.02% | −19,216−27.7% | 減碼 |
| Bernzott Capital Advisors | 49,171 | $841.1 萬 | 3.28% | −12,154−19.8% | 減碼 |
| American International Group, Inc. | 46,820 | $800.9 萬 | 0.03% | −2,298−4.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 46,275 | $791.5 萬 | 0.02% | +172+0.4% | 加碼 |
| Wedge Capital Management L L P | 45,062 | $770.8 萬 | 0.14% | −4,148−8.4% | 減碼 |
| Pinebridge Investments, L.P. | 41,580 | $711.0 萬 | 0.07% | +18,549+80.5% | 加碼 |
| Royal Bank of Canada | 41,068 | $702.3 萬 | 0.00% | −8,620−17.3% | 減碼 |