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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,316 | $22.5 萬 | 0.00% | −120−8.4% | 減碼 |
| Janney Montgomery Scott LLC | 1,330 | $22.7 萬 | 0.00% | −9,425−87.6% | 減碼 |
| Linden Thomas Advisory Services, LLC | 1,331 | $22.8 萬 | 0.04% | +1,331 | 新進 |
| Ingalls & Snyder LLC | 1,339 | $22.9 萬 | 0.01% | +1,339 | 新進 |
| Parallel Advisors, LLC | 1,351 | $23.1 萬 | 0.01% | +13+1.0% | 加碼 |
| Bond & Devick Financial Network, Inc. | 1,400 | $23.9 萬 | 0.14% | +1,400 | 新進 |
| Sherbrooke Park Advisers LLC | 1,402 | $24.0 萬 | 0.11% | +1,402 | 新進 |
| Journey Strategic Wealth LLC | 1,405 | $24.0 萬 | 0.01% | +1,405 | 新進 |
| Cornercap Investment Counsel Inc | 1,409 | $24.1 萬 | 0.04% | +1,409 | 新進 |
| JJJ Advisors Inc. | 1,433 | $24.5 萬 | 0.06% | −36−2.5% | 減碼 |
| CBOE Vest Financial, LLC | 1,445 | $24.7 萬 | 0.01% | +1,445 | 新進 |
| InterOcean Capital Group, LLC | 1,457 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 1,476 | $25.2 萬 | 0.00% | −3,880−72.4% | 減碼 |
| Brevan Howard Capital Management LP | 1,475 | $25.2 萬 | 0.03% | +1,475 | 新進 |
| Seven Eight Capital, LP | 1,501 | $25.7 萬 | 0.03% | +1,501 | 新進 |
| Virtu Financial LLC | 1,510 | $25.8 萬 | 0.02% | +1,510 | 新進 |
| Shelton Capital Management | 1,526 | $26.1 萬 | 0.01% | −235−13.3% | 減碼 |
| First Bank & Trust | 1,528 | $26.1 萬 | 0.06% | +35+2.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 1,558 | $26.6 萬 | 0.00% | +1,558 | 新進 |
| Commonwealth Equity Services, LLC | 1,577 | $27.0 萬 | 0.00% | −131−7.7% | 減碼 |
| Principal Securities, Inc. | 1,601 | $27.4 萬 | 0.01% | +1,601 | 新進 |
| Jefferies Financial Group Inc. | 1,612 | $27.6 萬 | 0.00% | +1,612 | 新進 |
| Evercore Wealth Management, LLC | 1,767 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| PEAK6 Investments LLC | 1,775 | $30.4 萬 | 0.01% | +1,775 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 1,779 | $30.4 萬 | 0.00% | −7−0.4% | 減碼 |
| Greenleaf Trust | 1,834 | $31.4 萬 | 0.00% | +50+2.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,894 | $32.4 萬 | 0.00% | −48−2.5% | 減碼 |
| Utah Retirement Systems | 1,900 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 1,914 | $32.7 萬 | 0.20% | +1,914 | 新進 |
| Vestmark Advisory Solutions, Inc. | 1,977 | $33.8 萬 | 0.02% | −255−11.4% | 減碼 |
| Dakota Wealth Management | 1,992 | $34.1 萬 | 0.01% | 00.0% | 不變 |
| Atom Investors LP | 2,008 | $34.3 萬 | 0.06% | +2,008 | 新進 |
| Lane & Associates LLC | 2,013 | $34.4 萬 | 0.25% | −454−18.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 2,064 | $35.3 萬 | 0.00% | +2,064 | 新進 |
| NewEdge Wealth, LLC | 2,069 | $35.4 萬 | 0.01% | −198−8.7% | 減碼 |
| Intech Investment Management LLC | 2,078 | $35.5 萬 | 0.01% | −592−22.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,102 | $36.0 萬 | 0.00% | +602+40.1% | 加碼 |
| Spears Abacus Advisors LLC | 2,114 | $36.2 萬 | 0.03% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 2,157 | $36.9 萬 | 0.03% | −326−13.1% | 減碼 |
| Bayesian Capital Management, LP | 2,200 | $37.6 萬 | 0.04% | −3,500−61.4% | 減碼 |
| CWM Advisors, LLC | 2,241 | $38.3 萬 | 0.04% | +16+0.7% | 加碼 |
| M&T Bank Corp | 2,243 | $38.4 萬 | 0.00% | −69−3.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 2,259 | $38.6 萬 | 0.04% | −22−1.0% | 減碼 |
| Baird Financial Group, Inc. | 2,286 | $39.1 萬 | 0.00% | −181−7.3% | 減碼 |
| Cetera Investment Advisers | 2,325 | $39.8 萬 | 0.00% | +319+15.9% | 加碼 |
| Argonautica Private Wealth Management, Inc | 2,372 | $40.6 萬 | 0.17% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 2,375 | $40.6 萬 | 0.42% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 2,398 | $41.0 萬 | 0.00% | +414+20.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,400 | $41.1 萬 | 0.00% | +2,400 | 新進 |
| Intrust Bank NA | 2,474 | $42.3 萬 | 0.05% | +212+9.4% | 加碼 |
| Hamilton Capital Partners Inc. | 2,524 | $43.2 萬 | 0.09% | +950+60.4% | 加碼 |
| APG Asset Management N.V. | 2,800 | $43.4 萬 | 0.00% | −10,000−78.1% | 減碼 |
| Handelsinvest Investeringsforvaltning | 2,555 | $43.7 萬 | 0.18% | +2,555 | 新進 |
| DFPG Investments, LLC | 2,713 | $44.4 萬 | 0.03% | −62−2.2% | 減碼 |
| Pearl River Capital, LLC | 2,618 | $44.8 萬 | 0.07% | −501−16.1% | 減碼 |
| Aviva PLC | 2,666 | $45.6 萬 | 0.00% | −8,685−76.5% | 減碼 |
| Maryland State Retirement & Pension System | 2,716 | $46.5 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 2,734 | $46.8 萬 | 0.01% | −278−9.2% | 減碼 |
| Coldstream Capital Management Inc | 2,779 | $47.5 萬 | 0.01% | +130+4.9% | 加碼 |
| Vident Advisory, LLC | 2,801 | $47.9 萬 | 0.01% | −234−7.7% | 減碼 |
| Wolverine Trading, LLC | 2,806 | $48.0 萬 | 0.00% | +2,806 | 新進 |
| MAI Capital Management | 2,860 | $48.9 萬 | 0.01% | −3−0.1% | 減碼 |
| Securian Asset Management, Inc | 2,952 | $50.5 萬 | 0.01% | 00.0% | 不變 |
| Inceptionr LLC | 2,992 | $51.2 萬 | 0.37% | −870−22.5% | 減碼 |
| New York Life Investment Management LLC | 2,993 | $51.2 萬 | 0.01% | −88−2.9% | 減碼 |
| O'Rourke & Company, Inc | 3,004 | $51.4 萬 | 0.33% | +118+4.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,123 | $52.0 萬 | 0.02% | −201−6.0% | 減碼 |
| Winton Group Ltd | 3,098 | $53.0 萬 | 0.04% | −485−13.5% | 減碼 |
| Park Avenue Securities LLC | 3,120 | $53.4 萬 | 0.01% | +278+9.8% | 加碼 |
| XTX Topco Ltd | 3,180 | $54.4 萬 | 0.12% | +369+13.1% | 加碼 |
| Shell Asset Management Co | 3,198 | $54.7 萬 | 0.03% | −930−22.5% | 減碼 |
| Pitcairn Co | 3,281 | $56.1 萬 | 0.04% | −46−1.4% | 減碼 |
| We Are One Seven, LLC | 3,330 | $57.0 萬 | 0.03% | −217−6.1% | 減碼 |
| Creative Planning | 3,348 | $57.3 萬 | 0.00% | +1,013+43.4% | 加碼 |
| Bokf, NA | 3,417 | $58.4 萬 | 0.01% | −716−17.3% | 減碼 |
| Tremblant Capital Group | 3,602 | $61.6 萬 | 0.07% | +536+17.5% | 加碼 |
| Miller Howard Investments Inc | 3,635 | $62.2 萬 | 0.02% | +45+1.3% | 加碼 |
| SG Americas Securities, LLC | 3,665 | $62.7 萬 | 0.01% | −308−7.8% | 減碼 |
| Centiva Capital, LP | 3,673 | $62.8 萬 | 0.04% | +3,673 | 新進 |
| Wright Investors Service Inc | 3,711 | $63.5 萬 | 0.18% | −22−0.6% | 減碼 |
| Citigroup Inc | 3,761 | $64.3 萬 | 0.00% | −582−13.4% | 減碼 |
| TD Private Client Wealth LLC | 3,863 | $66.1 萬 | 0.02% | +3,250+530.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 3,882 | $66.4 萬 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 3,886 | $66.5 萬 | 0.00% | −479−11.0% | 減碼 |
| Kendall Capital Management | 3,920 | $67.1 萬 | 0.26% | −2,355−37.5% | 減碼 |
| Cresset Asset Management, LLC | 3,924 | $67.1 萬 | 0.00% | +550+16.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,035 | $69.0 萬 | 0.01% | +3,138+349.8% | 加碼 |
| LPL Financial LLC | 4,080 | $69.8 萬 | 0.00% | +441+12.1% | 加碼 |
| Pictet Asset Management Holding SA | 4,149 | $71.0 萬 | 0.00% | +201+5.1% | 加碼 |
| Freedom Day Solutions, LLC | 4,171 | $71.3 萬 | 0.28% | +157+3.9% | 加碼 |
| HGK Asset Management Inc | 4,186 | $71.6 萬 | 0.17% | −140−3.2% | 減碼 |
| Xponance, Inc. | 4,288 | $73.3 萬 | 0.01% | −6−0.1% | 減碼 |
| Commerce Bank | 4,290 | $73.4 萬 | 0.01% | +2,685+167.3% | 加碼 |
| MML Investors Services, LLC | 4,345 | $74.3 萬 | 0.00% | +497+12.9% | 加碼 |
| Keybank National Association | 4,376 | $74.9 萬 | 0.00% | +605+16.0% | 加碼 |
| Mariner, LLC | 4,427 | $75.8 萬 | 0.00% | +247+5.9% | 加碼 |
| Sit Investment Associates Inc | 4,450 | $76.1 萬 | 0.02% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 4,537 | $77.6 萬 | 0.29% | 00.0% | 不變 |
| Summit Place Financial Advisors, LLC | 4,685 | $80.1 萬 | 0.52% | +315+7.2% | 加碼 |
| Angeles Wealth Management, LLC | 4,793 | $82.0 萬 | 0.10% | 00.0% | 不變 |