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。
2024 年第 1 季 13F 持有人
Evercore Inc. 在 2024/3/31 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
- 474
- 較 2023 年第 4 季 +38 家
- 持有股數
- 3,367 萬
- 較 2023 年第 4 季 +36.4 萬 (+1.1%)
- 總市值
- $64.7 億
- 較 2023 年第 4 季 +$7.75 億 (+13.6%)
- 新進機構
- 75
- 另有 159 家加碼
- 清倉機構
- 37
- 另有 165 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,645,759 | $7.02 億 | 0.01% | −49,145−1.3% | 減碼 |
| BlackRock Inc. | 3,464,704 | $6.67 億 | 0.02% | +273,364+8.6% | 加碼 |
| Boston Partners | 1,709,516 | $3.29 億 | 0.39% | +51,028+3.1% | 加碼 |
| State Street Corp | 1,092,179 | $2.10 億 | 0.01% | +35,939+3.4% | 加碼 |
| JPMorgan Chase & Co | 1,057,611 | $2.04 億 | 0.02% | −233,961−18.1% | 減碼 |
| Massachusetts Financial Services Co | 1,051,361 | $2.02 億 | 0.06% | −7,164−0.7% | 減碼 |
| Invesco Ltd. | 924,774 | $1.78 億 | 0.04% | +139,195+17.7% | 加碼 |
| Dimensional Fund Advisors LP | 832,632 | $1.60 億 | 0.04% | −26,205−3.1% | 減碼 |
| TD Asset Management Inc | 807,098 | $1.55 億 | 0.14% | +706,913+705.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 745,816 | $1.44 億 | 0.63% | +27,132+3.8% | 加碼 |
| Millennium Management LLC | 745,212 | $1.44 億 | 0.12% | −582,039−43.9% | 減碼 |
| Geode Capital Management, LLC | 635,568 | $1.22 億 | 0.01% | +35,606+5.9% | 加碼 |
| Primecap Management Co | 596,450 | $1.15 億 | 0.09% | −60,430−9.2% | 減碼 |
| Morgan Stanley | 592,294 | $1.14 億 | 0.01% | −67,348−10.2% | 減碼 |
| Wellington Management Group LLP | 462,000 | $8,898 萬 | 0.02% | +295,755+177.9% | 加碼 |
| Channing Capital Management, LLC | 434,429 | $8,367 萬 | 2.24% | +16,858+4.0% | 加碼 |
| Bahl & Gaynor Inc | 424,864 | $8,182 萬 | 0.46% | −16,434−3.7% | 減碼 |
| Bank of New York Mellon Corp | 423,397 | $8,154 萬 | 0.02% | −56,247−11.7% | 減碼 |
| Norges Bank | 409,669 | $7,890 萬 | 0.01% | +16,629+4.2% | 加碼 |
| Lord, Abbett & Co. LLC | 372,416 | $7,172 萬 | 0.23% | +365,963+5,671.2% | 加碼 |
| Jacobs Levy Equity Management, Inc | 358,295 | $6,900 萬 | 0.31% | +15,112+4.4% | 加碼 |
| Fisher Asset Management, LLC | 307,749 | $5,927 萬 | 0.03% | +2,185+0.7% | 加碼 |
| American Century Companies Inc | 300,928 | $5,796 萬 | 0.04% | −241,339−44.5% | 減碼 |
| Paralel Advisors LLC | 300,000 | $5,778 萬 | 2.65% | 00.0% | 不變 |
| Boston Trust Walden Corp | 299,998 | $5,778 萬 | 0.41% | −2,238−0.7% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 292,070 | $5,625 萬 | 0.49% | +292,070 | 新進 |
| Schroder Investment Management Group | 291,999 | $5,624 萬 | 0.07% | −24,234−7.7% | 減碼 |
| Price T Rowe Associates Inc | 290,691 | $5,599 萬 | 0.01% | +273,637+1,604.5% | 加碼 |
| Nuveen Asset Management, LLC | 272,963 | $5,257 萬 | 0.02% | −283−0.1% | 減碼 |
| Scout Investments, Inc. | 274,645 | $5,198 萬 | 1.28% | −36,977−11.9% | 減碼 |
| Charles Schwab Investment Management Inc | 263,901 | $5,082 萬 | 0.01% | +6,687+2.6% | 加碼 |
| Epoch Investment Partners, Inc. | 253,428 | $4,881 萬 | 0.22% | −101,037−28.5% | 減碼 |
| Northern Trust Corp | 242,806 | $4,676 萬 | 0.01% | −31,143−11.4% | 減碼 |
| Franklin Resources Inc | 229,000 | $4,410 萬 | 0.01% | −13,059−5.4% | 減碼 |
| Bank of America Corp | 220,201 | $4,241 萬 | 0.00% | +50,905+30.1% | 加碼 |
| Driehaus Capital Management LLC | 204,312 | $3,935 萬 | 0.39% | −45,006−18.1% | 減碼 |
| Macquarie Group Ltd | 189,097 | $3,642 萬 | 0.04% | −9,348−4.7% | 減碼 |
| ProShare Advisors LLC | 170,703 | $3,288 萬 | 0.09% | −54,908−24.3% | 減碼 |
| Azora Capital LP | 170,278 | $3,279 萬 | 2.38% | +170,278 | 新進 |
| Neuberger Berman Group LLC | 160,961 | $3,100 萬 | 0.03% | +74,308+85.8% | 加碼 |
| Clark Capital Management Group, Inc. | 158,445 | $3,052 萬 | 0.23% | −83,741−34.6% | 減碼 |
| Frontier Capital Management Co LLC | 149,388 | $2,877 萬 | 0.27% | −50,567−25.3% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 143,525 | $2,764 萬 | 0.09% | −227,970−61.4% | 減碼 |
| New York State Common Retirement Fund | 139,872 | $2,694 萬 | 0.04% | −2,185−1.5% | 減碼 |
| Glenmede Trust Co NA | 139,167 | $2,680 萬 | 0.13% | +5,219+3.9% | 加碼 |
| Goldman Sachs Group Inc | 135,492 | $2,609 萬 | 0.01% | −11,253−7.7% | 減碼 |
| Principal Financial Group Inc | 130,540 | $2,514 萬 | 0.01% | +3,241+2.5% | 加碼 |
| UBS Asset Management Americas Inc | 128,322 | $2,471 萬 | 0.01% | +573+0.4% | 加碼 |
| Ariel Investments, LLC | 126,243 | $2,431 萬 | 0.24% | −36,507−22.4% | 減碼 |
| Envestnet Asset Management Inc | 125,435 | $2,416 萬 | 0.01% | +13,082+11.6% | 加碼 |
| Great Lakes Advisors, LLC | 121,912 | $2,348 萬 | 0.20% | +793+0.7% | 加碼 |
| Global Alpha Capital Management Ltd. | 121,200 | $2,334 萬 | 1.74% | +54,900+82.8% | 加碼 |
| Royce & Associates LP | 121,186 | $2,334 萬 | 0.21% | +16,207+15.4% | 加碼 |
| Retirement Systems of Alabama | 120,803 | $2,327 萬 | 0.09% | +114+0.1% | 加碼 |
| Nitorum Capital, L.P. | 120,444 | $2,320 萬 | 2.36% | −34,916−22.5% | 減碼 |
| Braun Stacey Associates Inc | 119,578 | $2,303 萬 | 0.91% | +119,578 | 新進 |
| Cookson Peirce & Co Inc | 118,505 | $2,282 萬 | 1.22% | +593+0.5% | 加碼 |
| Russell Investments Group, Ltd. | 114,712 | $2,209 萬 | 0.03% | −1,530−1.3% | 減碼 |
| STRS Ohio | 112,213 | $2,161 萬 | 0.09% | −61,567−35.4% | 減碼 |
| Ameriprise Financial Inc | 104,397 | $2,011 萬 | 0.01% | −11,305−9.8% | 減碼 |
| Rhumbline Advisers | 99,218 | $1,911 萬 | 0.02% | −4,065−3.9% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 98,413 | $1,895 萬 | 1.03% | +18,966+23.9% | 加碼 |
| WCM Investment Management, LLC | 96,454 | $1,858 萬 | 0.04% | −37,984−28.3% | 減碼 |
| Rockefeller Capital Management L.P. | 95,126 | $1,832 萬 | 0.05% | −4,132−4.2% | 減碼 |
| State of Wisconsin Investment Board | 92,288 | $1,777 萬 | 0.05% | −15,074−14.0% | 減碼 |
| Alliancebernstein L.P. | 91,762 | $1,767 萬 | 0.01% | −9,230−9.1% | 減碼 |
| Nicholas Investment Partners, LP | 87,981 | $1,694 萬 | 1.74% | +1,445+1.7% | 加碼 |
| Victory Capital Management Inc | 86,508 | $1,666 萬 | 0.02% | −1,926−2.2% | 減碼 |
| Man Group plc | 81,597 | $1,571 萬 | 0.04% | −5,498−6.3% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 79,903 | $1,539 萬 | 0.30% | +79,903 | 新進 |
| CCM Investment Advisers LLC | 79,526 | $1,532 萬 | 1.83% | −8,008−9.1% | 減碼 |
| FMR LLC | 77,766 | $1,498 萬 | 0.00% | +1,139+1.5% | 加碼 |
| Basswood Capital Management, L.L.C. | 76,420 | $1,472 萬 | 0.86% | −9,387−10.9% | 減碼 |
| Legal & General Group Plc | 75,076 | $1,446 萬 | 0.00% | −1,430−1.9% | 減碼 |
| California Public Employees Retirement System | 74,475 | $1,434 萬 | 0.01% | −4,557−5.8% | 減碼 |
| Qube Research & Technologies Ltd | 73,978 | $1,425 萬 | 0.03% | +72,910+6,826.8% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 73,742 | $1,420 萬 | 1.13% | −11,499−13.5% | 減碼 |
| Bridgewater Associates, LP | 73,509 | $1,416 萬 | 0.07% | −6,903−8.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 71,608 | $1,379 萬 | 0.09% | −6,740−8.6% | 減碼 |
| Raymond James & Associates | 71,498 | $1,377 萬 | 0.01% | +917+1.3% | 加碼 |
| Swiss National Bank | 70,600 | $1,360 萬 | 0.01% | −400−0.6% | 減碼 |
| Natixis Advisors, L.P. | 67,379 | $1,298 萬 | 0.03% | +55,341+459.7% | 加碼 |
| Wells Fargo & Company | 66,962 | $1,290 萬 | 0.00% | −110−0.2% | 減碼 |
| Prudential Financial Inc | 65,255 | $1,257 萬 | 0.02% | +59,231+983.3% | 加碼 |
| First Eagle Investment Management, LLC | 64,081 | $1,234 萬 | 0.03% | +800+1.3% | 加碼 |
| Thrivent Financial for Lutherans | 63,661 | $1,226 萬 | 0.02% | +280.0% | 加碼 |
| Walleye Capital LLC | 61,679 | $1,188 萬 | 0.13% | −57,034−48.0% | 減碼 |
| Peregrine Capital Management LLC | 61,262 | $1,180 萬 | 0.34% | −6,794−10.0% | 減碼 |
| Pier Capital, LLC | 61,245 | $1,180 萬 | 1.62% | −14,178−18.8% | 減碼 |
| Moody Aldrich Partners LLC | 61,130 | $1,177 萬 | 2.00% | −6,098−9.1% | 減碼 |
| Credit Suisse AG | 56,213 | $1,083 萬 | 0.01% | +733+1.3% | 加碼 |
| Ziegler Capital Management, LLC | 84,178 | $1,069 萬 | 0.41% | +49,405+142.1% | 加碼 |
| SEI Investments Co | 55,378 | $1,067 萬 | 0.02% | +1,558+2.9% | 加碼 |
| Barclays PLC | 54,164 | $1,043 萬 | 0.00% | +15,227+39.1% | 加碼 |
| Squarepoint Ops LLC | 54,151 | $1,043 萬 | 0.04% | +30,759+131.5% | 加碼 |
| New York State Teachers Retirement System | 50,883 | $980.0 萬 | 0.02% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 47,115 | $907.4 萬 | 0.17% | +9,937+26.7% | 加碼 |
| Castleark Management LLC | 46,930 | $903.8 萬 | 0.38% | −6,270−11.8% | 減碼 |
| American International Group, Inc. | 45,883 | $883.7 萬 | 0.03% | −937−2.0% | 減碼 |
| UBS Group AG | 43,358 | $835.0 萬 | 0.00% | −9,355−17.7% | 減碼 |