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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 4,794 | $82.0 萬 | 0.01% | +1,869+63.9% | 加碼 |
| Susquehanna International Group, LLP | 5,008 | $85.7 萬 | 0.00% | −942−15.8% | 減碼 |
| Campbell & CO Investment Adviser LLC | 5,017 | $85.8 萬 | 0.08% | +5,017 | 新進 |
| Captrust Financial Advisors | 5,057 | $86.5 萬 | 0.00% | −230−4.4% | 減碼 |
| TownSquare Capital, LLC | 5,159 | $88.2 萬 | 0.02% | −248−4.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 5,176 | $88.5 萬 | 0.29% | −592−10.3% | 減碼 |
| Cetera Advisor Networks LLC | 5,203 | $89.0 萬 | 0.00% | +368+7.6% | 加碼 |
| Handelsbanken Fonder AB | 5,237 | $89.6 萬 | 0.00% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 5,322 | $91.0 萬 | 0.05% | −3,244−37.9% | 減碼 |
| Vestcor Inc | 5,330 | $91.2 萬 | 0.03% | 00.0% | 不變 |
| HighTower Advisors, LLC | 5,346 | $91.8 萬 | 0.00% | +701+15.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 5,374 | $91.9 萬 | 0.00% | +15+0.3% | 加碼 |
| PDT Partners, LLC | 5,577 | $95.4 萬 | 0.11% | −7,453−57.2% | 減碼 |
| Zions Bancorporation, N.A. | 5,659 | $96.8 萬 | 0.07% | −405−6.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 5,687 | $97.3 萬 | 0.00% | −8,127−58.8% | 減碼 |
| Deltec Asset Management LLC | 5,760 | $98.5 萬 | 0.22% | 00.0% | 不變 |
| Nations Financial Group Inc, | 5,795 | $99.1 萬 | 0.09% | +80+1.4% | 加碼 |
| Swedbank AB | 5,800 | $99.2 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 5,864 | $100.6 萬 | 0.00% | +2,630+81.3% | 加碼 |
| Mackenzie Financial Corp | 5,918 | $101.2 萬 | 0.00% | +644+12.2% | 加碼 |
| BancorpSouth Bank | 5,988 | $102.4 萬 | 0.08% | 00.0% | 不變 |
| First Hawaiian Bank | 6,005 | $102.7 萬 | 0.03% | −655−9.8% | 減碼 |
| Prudential Financial Inc | 6,024 | $103.0 萬 | 0.00% | +1,204+25.0% | 加碼 |
| Radnor Capital Management, LLC | 6,040 | $103.3 萬 | 0.19% | −10−0.2% | 減碼 |
| Wambolt & Associates, LLC | 6,113 | $104.6 萬 | 0.34% | +588+10.6% | 加碼 |
| DGS Capital Management, LLC | 6,150 | $105.2 萬 | 0.40% | −15−0.2% | 減碼 |
| Pacer Advisors, Inc. | 6,230 | $106.6 萬 | 0.00% | +1,196+23.8% | 加碼 |
| Lord, Abbett & Co. LLC | 6,453 | $110.4 萬 | 0.00% | +387+6.4% | 加碼 |
| Foster & Motley Inc | 6,553 | $112.1 萬 | 0.08% | +2,532+63.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 6,598 | $112.9 萬 | 0.00% | −2,899−30.5% | 減碼 |
| James Investment Research Inc | 6,774 | $115.9 萬 | 0.15% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 6,850 | $117.2 萬 | 0.30% | +121+1.8% | 加碼 |
| Fifth Third Bancorp | 7,122 | $121.8 萬 | 0.01% | −83−1.2% | 減碼 |
| Pathstone Holdings, LLC | 7,171 | $122.7 萬 | 0.01% | +7,171 | 新進 |
| Stifel Financial Corp | 7,227 | $123.6 萬 | 0.00% | −703−8.9% | 減碼 |
| New Mexico Educational Retirement Board | 7,300 | $124.9 萬 | 0.05% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 7,302 | $124.9 萬 | 0.09% | +7,302 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,648 | $130.8 萬 | 0.01% | +589+8.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,653 | $130.9 萬 | 0.05% | −165−2.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,701 | $131.7 萬 | 0.01% | +518+7.2% | 加碼 |
| JustInvest LLC | 7,710 | $131.9 萬 | 0.03% | +2,267+41.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,711 | $131.9 萬 | 0.03% | −19−0.2% | 減碼 |
| Bank of Montreal | 7,756 | $134.5 萬 | 0.00% | +38+0.5% | 加碼 |
| Washington Trust Advisors, Inc. | 8,245 | $141.0 萬 | 0.14% | −125−1.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,288 | $141.8 萬 | 0.02% | −1,299−13.5% | 減碼 |
| State of Michigan Retirement System | 8,305 | $142.1 萬 | 0.01% | 00.0% | 不變 |
| Riverwater Partners LLC | 8,394 | $143.6 萬 | 1.13% | +59+0.7% | 加碼 |
| Deutsche Bank AG | 8,769 | $150.0 萬 | 0.00% | +337+4.0% | 加碼 |
| Dana Investment Advisors, Inc. | 9,233 | $157.9 萬 | 0.08% | −263−2.8% | 減碼 |
| Caitlin John, LLC | 9,255 | $158.3 萬 | 1.29% | +9,255 | 新進 |
| Eagle Rock Investment Company, LLC | 9,269 | $158.5 萬 | 0.32% | +6+0.1% | 加碼 |
| Truist Financial Corp | 9,389 | $160.6 萬 | 0.00% | −1,681−15.2% | 減碼 |
| Campbell Newman Asset Management Inc | 9,575 | $163.8 萬 | 0.14% | +40+0.4% | 加碼 |
| Nisa Investment Advisors, LLC | 9,605 | $164.3 萬 | 0.01% | −2,725−22.1% | 減碼 |
| Louisiana State Employees Retirement System | 9,700 | $165.9 萬 | 0.03% | −200−2.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 9,798 | $167.6 萬 | 0.03% | −29−0.3% | 減碼 |
| QSV Equity Investors LLC | 9,819 | $168.0 萬 | 1.63% | +9,819 | 新進 |
| Teacher Retirement System of Texas | 9,882 | $169.0 萬 | 0.01% | −1,325−11.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 9,930 | $169.9 萬 | 0.00% | +3,794+61.8% | 加碼 |
| Arizona State Retirement System | 10,062 | $172.1 萬 | 0.01% | −310−3.0% | 減碼 |
| CI Private Wealth, LLC | 10,078 | $172.4 萬 | 0.00% | +4,549+82.3% | 加碼 |
| Jane Street Group, LLC | 10,467 | $179.0 萬 | 0.00% | −11,193−51.7% | 減碼 |
| Ausbil Investment Management Ltd | 10,889 | $186.3 萬 | 1.01% | +4,408+68.0% | 加碼 |
| Algert Global LLC | 10,908 | $186.6 萬 | 0.08% | +10,908 | 新進 |
| Bridge City Capital, LLC | 10,946 | $187.2 萬 | 0.73% | +1,275+13.2% | 加碼 |
| Quantinno Capital Management LP | 11,442 | $195.7 萬 | 0.07% | +1,749+18.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 11,596 | $198.4 萬 | 0.02% | −600−4.9% | 減碼 |
| Pekin Hardy Strauss, Inc. | 11,826 | $202.3 萬 | 0.30% | −26,363−69.0% | 減碼 |
| EFG Asset Management (North America) Corp. | 11,839 | $202.5 萬 | 0.38% | +398+3.5% | 加碼 |
| Advisory Services Network, LLC | 11,877 | $203.2 萬 | 0.05% | +306+2.6% | 加碼 |
| Rocky Mountain Advisers, LLC | 11,900 | $203.5 萬 | 0.71% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 12,038 | $205.9 萬 | 0.01% | +805+7.2% | 加碼 |
| Two Sigma Investments, LP | 12,100 | $207.0 萬 | 0.00% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 13,275 | $227.1 萬 | 0.06% | +13,275 | 新進 |
| Cornerstone Investment Partners, LLC | 13,390 | $229.0 萬 | 0.13% | +452+3.5% | 加碼 |
| Valley National Advisers Inc | 13,593 | $232.4 萬 | 0.37% | −771−5.4% | 減碼 |
| Two Sigma Advisers, LP | 13,700 | $234.3 萬 | 0.01% | −4,700−25.5% | 減碼 |
| Prana Capital Management, LP | 13,701 | $234.4 萬 | 0.14% | +4,891+55.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 13,850 | $236.9 萬 | 0.01% | −2,879−17.2% | 減碼 |
| Cerity Partners LLC | 14,288 | $244.4 萬 | 0.01% | +322+2.3% | 加碼 |
| Centric Wealth Management | 14,584 | $255.0 萬 | 0.84% | +628+4.5% | 加碼 |
| Harbor Advisors LLC | 15,000 | $256.6 萬 | 0.49% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 15,185 | $259.7 萬 | 0.05% | +233+1.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 15,412 | $263.6 萬 | 0.51% | −1,947−11.2% | 減碼 |
| Treasurer of the State of North Carolina | 16,096 | $275.3 萬 | 0.01% | −11,962−42.6% | 減碼 |
| Yousif Capital Management, LLC | 16,794 | $287.3 萬 | 0.03% | −127−0.8% | 減碼 |
| Brinker Capital Investments, LLC | 16,842 | $290.4 萬 | 0.03% | −1,319−7.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 16,842 | $290.4 萬 | 0.03% | −1,319−7.3% | 減碼 |
| Price T Rowe Associates Inc | 17,054 | $291.8 萬 | 0.00% | +584+3.5% | 加碼 |
| Janus Henderson Group PLC | 17,644 | $301.7 萬 | 0.00% | −26−0.1% | 減碼 |
| Essex Investment Management Co LLC | 17,655 | $302.0 萬 | 0.59% | −6,650−27.4% | 減碼 |
| US Bancorp | 18,148 | $310.4 萬 | 0.00% | −3,296−15.4% | 減碼 |
| Guggenheim Capital LLC | 18,733 | $320.4 萬 | 0.02% | −916−4.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 18,768 | $321.0 萬 | 0.01% | −2,349−11.1% | 減碼 |
| Monument Capital Management | 19,040 | $325.7 萬 | 1.05% | −630−3.2% | 減碼 |
| South Dakota Investment Council | 19,308 | $330.3 萬 | 0.07% | −11,014−36.3% | 減碼 |
| Canada Pension Plan Investment Board | 19,400 | $331.8 萬 | 0.00% | −4,500−18.8% | 減碼 |
| MetLife Investment Management | 19,553 | $334.5 萬 | 0.02% | −440−2.2% | 減碼 |
| Voya Investment Management LLC | 20,007 | $342.2 萬 | 0.00% | −934−4.5% | 減碼 |
| Legato Capital Management LLC | 20,108 | $343.9 萬 | 0.45% | +297+1.5% | 加碼 |