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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 197,973 | $3,386 萬 | 0.04% | −50,154−20.2% | 減碼 |
| Macquarie Group Ltd | 198,445 | $3,394 萬 | 0.04% | +2,560+1.3% | 加碼 |
| Frontier Capital Management Co LLC | 199,955 | $3,420 萬 | 0.35% | −48,336−19.5% | 減碼 |
| ProShare Advisors LLC | 225,611 | $3,859 萬 | 0.12% | −26,726−10.6% | 減碼 |
| Franklin Resources Inc | 242,059 | $4,140 萬 | 0.02% | −90,112−27.1% | 減碼 |
| Clark Capital Management Group, Inc. | 242,186 | $4,143 萬 | 0.34% | +1,303+0.5% | 加碼 |
| Driehaus Capital Management LLC | 249,318 | $4,265 萬 | 0.51% | +39,060+18.6% | 加碼 |
| Charles Schwab Investment Management Inc | 257,214 | $4,400 萬 | 0.01% | +7,447+3.0% | 加碼 |
| Nuveen Asset Management, LLC | 273,246 | $4,674 萬 | 0.02% | −4,265−1.5% | 減碼 |
| Northern Trust Corp | 273,949 | $4,686 萬 | 0.01% | +2,336+0.9% | 加碼 |
| Paralel Advisors LLC | 300,000 | $5,132 萬 | 2.63% | 00.0% | 不變 |
| Boston Trust Walden Corp | 302,236 | $5,170 萬 | 0.39% | +2,188+0.7% | 加碼 |
| Fisher Asset Management, LLC | 305,564 | $5,227 萬 | 0.03% | −55,702−15.4% | 減碼 |
| Scout Investments, Inc. | 311,622 | $5,330 萬 | 1.33% | −29,446−8.6% | 減碼 |
| Schroder Investment Management Group | 316,233 | $5,409 萬 | 0.07% | −27,012−7.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 343,183 | $5,870 萬 | 0.30% | +28,608+9.1% | 加碼 |
| Epoch Investment Partners, Inc. | 354,465 | $6,063 萬 | 0.28% | +74,317+26.5% | 加碼 |
| Balyasny Asset Management LLC | 366,229 | $6,264 萬 | 0.17% | +233,472+175.9% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 371,495 | $6,354 萬 | 0.23% | −223,878−37.6% | 減碼 |
| Norges Bank | 393,040 | $6,723 萬 | 0.01% | −849−0.2% | 減碼 |
| Channing Capital Management, LLC | 417,571 | $7,143 萬 | 2.11% | +1430.0% | 加碼 |
| Bahl & Gaynor Inc | 441,298 | $7,548 萬 | 0.45% | −78,924−15.2% | 減碼 |
| Bank of New York Mellon Corp | 479,644 | $8,204 萬 | 0.02% | −28,404−5.6% | 減碼 |
| American Century Companies Inc | 542,267 | $9,275 萬 | 0.06% | +38,259+7.6% | 加碼 |
| Geode Capital Management, LLC | 599,962 | $1.03 億 | 0.01% | +13,343+2.3% | 加碼 |
| Primecap Management Co | 656,880 | $1.12 億 | 0.09% | 00.0% | 不變 |
| Morgan Stanley | 659,642 | $1.13 億 | 0.01% | −40,214−5.7% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 718,684 | $1.23 億 | 0.62% | −3,879−0.5% | 減碼 |
| Invesco Ltd. | 785,579 | $1.34 億 | 0.03% | +128,372+19.5% | 加碼 |
| Dimensional Fund Advisors LP | 858,837 | $1.47 億 | 0.04% | −39,545−4.4% | 減碼 |
| State Street Corp | 1,056,240 | $1.81 億 | 0.01% | +11,663+1.1% | 加碼 |
| Massachusetts Financial Services Co | 1,058,525 | $1.81 億 | 0.06% | −12,390−1.2% | 減碼 |
| JPMorgan Chase & Co | 1,291,572 | $2.21 億 | 0.02% | −93,653−6.8% | 減碼 |
| Millennium Management LLC | 1,327,251 | $2.27 億 | 0.22% | +291,698+28.2% | 加碼 |
| Boston Partners | 1,658,488 | $2.84 億 | 0.38% | +165,375+11.1% | 加碼 |
| BlackRock Inc. | 3,191,340 | $5.46 億 | 0.01% | +22,820+0.7% | 加碼 |
| Vanguard Group Inc | 3,694,904 | $6.32 億 | 0.01% | −120,495−3.2% | 減碼 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −120,237−100.0% | 清倉 |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −25,060−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −11,473−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −9,831−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,333−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,506−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,732−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,316−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,668−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,601−100.0% | 清倉 |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −1,455−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,386−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −224−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −210−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −112−100.0% | 清倉 |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| Quantamental Technologies LLC | – | – | – | – | 本季未申報 |
| Steward Financial Group LLC | – | – | – | – | 本季未申報 |