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 |
|---|---|---|---|---|---|
| EAM Investors, LLC | 21,134 | $361.5 萬 | 0.65% | +21,134 | 新進 |
| EAM Global Investors LLC | 21,165 | $362.0 萬 | 0.87% | +21,165 | 新進 |
| Mutual of America Capital Management LLC | 21,490 | $367.6 萬 | 0.04% | −1,243−5.5% | 減碼 |
| Martingale Asset Management L P | 22,215 | $380.0 萬 | 0.08% | −2,592−10.4% | 減碼 |
| Hancock Whitney Corp | 22,607 | $386.7 萬 | 0.14% | +1,977+9.6% | 加碼 |
| Allianz Asset Management GmbH | 22,754 | $389.2 萬 | 0.01% | −63−0.3% | 減碼 |
| Great West Life Assurance Co | 23,276 | $397.3 萬 | 0.01% | −5,833−20.0% | 減碼 |
| Squarepoint Ops LLC | 23,392 | $400.1 萬 | 0.02% | −41,590−64.0% | 減碼 |
| Gotham Asset Management, LLC | 24,664 | $421.9 萬 | 0.08% | −659−2.6% | 減碼 |
| Sarasin & Partners LLP | 25,000 | $427.6 萬 | 0.05% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 25,412 | $434.7 萬 | 0.02% | −131−0.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 25,714 | $439.8 萬 | 0.06% | +3,077+13.6% | 加碼 |
| Renaissance Technologies LLC | 26,100 | $446.4 萬 | 0.01% | −40,900−61.0% | 減碼 |
| Amalgamated Bank | 26,333 | $450.4 萬 | 0.04% | +465+1.8% | 加碼 |
| Verdence Capital Advisors LLC | 28,973 | $495.6 萬 | 0.48% | +402+1.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 29,385 | $502.6 萬 | 0.00% | −987−3.2% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 29,415 | $503.1 萬 | 0.34% | −1,190−3.9% | 減碼 |
| State of Tennessee, Treasury Department | 29,900 | $511.4 萬 | 0.02% | −5,800−16.2% | 減碼 |
| Texas Permanent School Fund | 29,941 | $512.1 萬 | 0.04% | +336+1.1% | 加碼 |
| Advisor Group Holdings, Inc. | 30,127 | $515.8 萬 | 0.01% | −4,596−13.2% | 減碼 |
| Morse Asset Management, Inc | 30,358 | $519.3 萬 | 1.53% | +1,388+4.8% | 加碼 |
| Van Eck Associates Corp | 30,726 | $525.6 萬 | 0.01% | +2,253+7.9% | 加碼 |
| Alberta Investment Management Corp | 30,863 | $527.9 萬 | 0.05% | +1,900+6.6% | 加碼 |
| Seizert Capital Partners, LLC | 31,726 | $542.7 萬 | 0.28% | −4,673−12.8% | 減碼 |
| Advisors Asset Management, Inc. | 32,164 | $550.2 萬 | 0.11% | −3,143−8.9% | 減碼 |
| Ensign Peak Advisors, Inc | 33,184 | $567.6 萬 | 0.01% | −8,619−20.6% | 減碼 |
| Ziegler Capital Management, LLC | 34,773 | $594.8 萬 | 0.27% | −53,536−60.6% | 減碼 |
| State of Alaska, Department of Revenue | 35,055 | $599.5 萬 | 0.07% | −395−1.1% | 減碼 |
| Alps Advisors Inc | 35,487 | $607.0 萬 | 0.05% | +4,992+16.4% | 加碼 |
| Jackson Wealth Management, LLC | 36,633 | $626.6 萬 | 0.82% | +1,011+2.8% | 加碼 |
| Brandywine Global Investment Management, LLC | 36,842 | $630.2 萬 | 0.05% | +9,207+33.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 37,178 | $635.9 萬 | 0.12% | −4,289−10.3% | 減碼 |
| GW&K Investment Management, LLC | 37,841 | $647.3 萬 | 0.06% | +67+0.2% | 加碼 |
| AE Wealth Management LLC | 37,660 | $654.9 萬 | 0.03% | +15,259+68.1% | 加碼 |
| California State Teachers Retirement System | 38,376 | $656.4 萬 | 0.01% | −2,120−5.2% | 減碼 |
| Barclays PLC | 38,937 | $666.0 萬 | 0.00% | +10,644+37.6% | 加碼 |
| Comerica Bank | 38,940 | $666.1 萬 | 0.03% | −766−1.9% | 減碼 |
| Royal Bank of Canada | 41,068 | $702.3 萬 | 0.00% | −8,620−17.3% | 減碼 |
| Pinebridge Investments, L.P. | 41,580 | $711.0 萬 | 0.07% | +18,549+80.5% | 加碼 |
| Wedge Capital Management L L P | 45,062 | $770.8 萬 | 0.14% | −4,148−8.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 46,275 | $791.5 萬 | 0.02% | +172+0.4% | 加碼 |
| American International Group, Inc. | 46,820 | $800.9 萬 | 0.03% | −2,298−4.7% | 減碼 |
| Bernzott Capital Advisors | 49,171 | $841.1 萬 | 3.28% | −12,154−19.8% | 減碼 |
| AQR Capital Management LLC | 50,045 | $856.0 萬 | 0.02% | −19,216−27.7% | 減碼 |
| New York State Teachers Retirement System | 50,883 | $870.4 萬 | 0.02% | −360−0.7% | 減碼 |
| Nordea Investment Management AB | 50,737 | $876.4 萬 | 0.01% | −1,745−3.3% | 減碼 |
| UBS Group AG | 52,713 | $901.7 萬 | 0.00% | −3,238−5.8% | 減碼 |
| Castleark Management LLC | 53,200 | $910.0 萬 | 0.40% | +4,940+10.2% | 加碼 |
| SEI Investments Co | 53,820 | $920.6 萬 | 0.01% | +92+0.2% | 加碼 |
| Ceredex Value Advisors LLC | 54,750 | $936.5 萬 | 0.16% | −26,050−32.2% | 減碼 |
| Credit Suisse AG | 55,480 | $949.0 萬 | 0.01% | +2,687+5.1% | 加碼 |
| Executive Wealth Management, LLC | 58,239 | $996.2 萬 | 0.94% | −2,051−3.4% | 減碼 |
| First Eagle Investment Management, LLC | 63,281 | $1,082 萬 | 0.03% | +2,857+4.7% | 加碼 |
| Thrivent Financial for Lutherans | 63,633 | $1,088 萬 | 0.02% | −785−1.2% | 減碼 |
| Global Alpha Capital Management Ltd. | 66,300 | $1,134 萬 | 0.91% | +66,300 | 新進 |
| Wells Fargo & Company | 67,072 | $1,147 萬 | 0.00% | −12,207−15.4% | 減碼 |
| Moody Aldrich Partners LLC | 67,228 | $1,150 萬 | 2.07% | −13,433−16.7% | 減碼 |
| Peregrine Capital Management LLC | 68,056 | $1,164 萬 | 0.35% | −20,662−23.3% | 減碼 |
| Raymond James & Associates | 70,581 | $1,207 萬 | 0.01% | +23,775+50.8% | 加碼 |
| Swiss National Bank | 71,000 | $1,214 萬 | 0.01% | −9,100−11.4% | 減碼 |
| Pier Capital, LLC | 75,423 | $1,290 萬 | 1.84% | +1,365+1.8% | 加碼 |
| Legal & General Group Plc | 76,506 | $1,309 萬 | 0.00% | −1,573−2.0% | 減碼 |
| FMR LLC | 76,627 | $1,311 萬 | 0.00% | −9,528−11.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 78,348 | $1,340 萬 | 0.09% | −29,530−27.4% | 減碼 |
| California Public Employees Retirement System | 79,032 | $1,352 萬 | 0.01% | −1,206−1.5% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 79,447 | $1,359 萬 | 0.74% | +79,447 | 新進 |
| Bridgewater Associates, LP | 80,412 | $1,375 萬 | 0.08% | +21,058+35.5% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 85,241 | $1,458 萬 | 1.03% | −11,898−12.2% | 減碼 |
| Basswood Capital Management, L.L.C. | 85,807 | $1,468 萬 | 0.95% | −40,164−31.9% | 減碼 |
| Nicholas Investment Partners, LP | 86,536 | $1,480 萬 | 1.73% | +7,161+9.0% | 加碼 |
| Neuberger Berman Group LLC | 86,653 | $1,482 萬 | 0.01% | +86,653 | 新進 |
| Man Group plc | 87,095 | $1,490 萬 | 0.04% | – | – |
| CCM Investment Advisers LLC | 87,534 | $1,497 萬 | 1.84% | +976+1.1% | 加碼 |
| Victory Capital Management Inc | 88,434 | $1,513 萬 | 0.02% | −2,218−2.4% | 減碼 |
| Rockefeller Capital Management L.P. | 99,258 | $1,698 萬 | 0.06% | +6,337+6.8% | 加碼 |
| TD Asset Management Inc | 100,185 | $1,714 萬 | 0.02% | −13,485−11.9% | 減碼 |
| Alliancebernstein L.P. | 100,992 | $1,727 萬 | 0.01% | −1,408−1.4% | 減碼 |
| Rhumbline Advisers | 103,283 | $1,767 萬 | 0.02% | −4,785−4.4% | 減碼 |
| Lazard Asset Management LLC | 103,682 | $1,773 萬 | 0.02% | −1,048−1.0% | 減碼 |
| Royce & Associates LP | 104,979 | $1,796 萬 | 0.17% | +17,138+19.5% | 加碼 |
| Point72 Asset Management, L.P. | 105,700 | $1,808 萬 | 0.05% | +105,700 | 新進 |
| State of Wisconsin Investment Board | 107,362 | $1,836 萬 | 0.05% | −4,871−4.3% | 減碼 |
| Envestnet Asset Management Inc | 112,353 | $1,922 萬 | 0.01% | +31,000+38.1% | 加碼 |
| Ameriprise Financial Inc | 115,702 | $1,981 萬 | 0.01% | −6,766−5.5% | 減碼 |
| Russell Investments Group, Ltd. | 116,242 | $1,988 萬 | 0.04% | +11,473+11.0% | 加碼 |
| Cookson Peirce & Co Inc | 117,912 | $2,017 萬 | 1.22% | +117,912 | 新進 |
| Walleye Capital LLC | 118,713 | $2,031 萬 | 0.28% | +78,536+195.5% | 加碼 |
| Retirement Systems of Alabama | 120,689 | $2,064 萬 | 0.09% | −115−0.1% | 減碼 |
| Great Lakes Advisors, LLC | 121,119 | $2,072 萬 | 0.20% | +28,020+30.1% | 加碼 |
| Principal Financial Group Inc | 127,299 | $2,177 萬 | 0.01% | −1,352−1.1% | 減碼 |
| UBS Asset Management Americas Inc | 127,749 | $2,185 萬 | 0.01% | +4,131+3.3% | 加碼 |
| Glenmede Trust Co NA | 133,948 | $2,291 萬 | 0.12% | −4,526−3.3% | 減碼 |
| WCM Investment Management, LLC | 134,438 | $2,327 萬 | 0.06% | +10,803+8.7% | 加碼 |
| New York State Common Retirement Fund | 142,057 | $2,430 萬 | 0.03% | −3,195−2.2% | 減碼 |
| Goldman Sachs Group Inc | 146,745 | $2,510 萬 | 0.01% | +624+0.4% | 加碼 |
| Nitorum Capital, L.P. | 155,360 | $2,657 萬 | 2.84% | −18,119−10.4% | 減碼 |
| Ariel Investments, LLC | 162,750 | $2,784 萬 | 0.28% | −2,085−1.3% | 減碼 |
| Wellington Management Group LLP | 166,245 | $2,844 萬 | 0.01% | +5,253+3.3% | 加碼 |
| Bank of America Corp | 169,296 | $2,896 萬 | 0.00% | −59,686−26.1% | 減碼 |
| STRS Ohio | 173,780 | $2,973 萬 | 0.12% | −41,663−19.3% | 減碼 |