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 |
|---|---|---|---|---|---|
| Isthmus Partners, LLC | 3,860 | $74.3 萬 | 0.08% | +3,860 | 新進 |
| Public Employees Retirement Association of Colorado | 3,882 | $74.8 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 3,888 | $74.9 萬 | 0.10% | +708+22.3% | 加碼 |
| Asset Management One Co.,Ltd. | 3,901 | $75.1 萬 | 0.00% | +3,901 | 新進 |
| Captrust Financial Advisors | 3,902 | $75.2 萬 | 0.00% | −1,155−22.8% | 減碼 |
| Commerce Bank | 3,908 | $75.3 萬 | 0.00% | −382−8.9% | 減碼 |
| Creative Planning | 3,932 | $75.7 萬 | 0.00% | +584+17.4% | 加碼 |
| Aviance Capital Partners, LLC | 4,075 | $78.5 萬 | 0.12% | +4,075 | 新進 |
| Freedom Day Solutions, LLC | 4,088 | $78.7 萬 | 0.28% | −83−2.0% | 減碼 |
| Quadrature Capital Ltd | 4,089 | $78.7 萬 | 0.01% | +4,089 | 新進 |
| CWM Advisors, LLC | 4,164 | $80.2 萬 | 0.08% | +1,923+85.8% | 加碼 |
| HGK Asset Management Inc | 4,186 | $80.6 萬 | 0.16% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 4,200 | $80.9 萬 | 0.43% | +4,200 | 新進 |
| Magnetar Financial LLC | 4,218 | $81.2 萬 | 0.02% | +4,218 | 新進 |
| TD Private Client Wealth LLC | 4,231 | $81.5 萬 | 0.03% | +368+9.5% | 加碼 |
| Xponance, Inc. | 4,308 | $83.0 萬 | 0.01% | +20+0.5% | 加碼 |
| TownSquare Capital, LLC | 4,316 | $83.1 萬 | 0.01% | −843−16.3% | 減碼 |
| Mackenzie Financial Corp | 4,379 | $84.3 萬 | 0.00% | −1,539−26.0% | 減碼 |
| Sit Investment Associates Inc | 4,450 | $85.7 萬 | 0.02% | 00.0% | 不變 |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,508 | $86.8 萬 | 0.97% | +4,508 | 新進 |
| Cresset Asset Management, LLC | 4,520 | $87.1 萬 | 0.00% | +596+15.2% | 加碼 |
| Buckhead Capital Management LLC | 4,547 | $87.6 萬 | 0.30% | +10+0.2% | 加碼 |
| Keybank National Association | 4,587 | $88.3 萬 | 0.00% | +211+4.8% | 加碼 |
| Citigroup Inc | 4,635 | $89.3 萬 | 0.00% | +874+23.2% | 加碼 |
| Angeles Wealth Management, LLC | 4,800 | $92.4 萬 | 0.09% | +7+0.1% | 加碼 |
| Pictet Asset Management Holding SA | 4,830 | $93.0 萬 | 0.00% | +681+16.4% | 加碼 |
| MML Investors Services, LLC | 4,930 | $94.9 萬 | 0.00% | +585+13.5% | 加碼 |
| Nebula Research & Development LLC | 5,064 | $97.5 萬 | 0.21% | +5,064 | 新進 |
| Summit Place Financial Advisors, LLC | 5,066 | $97.6 萬 | 0.57% | +381+8.1% | 加碼 |
| Mirabella Financial Services LLP | 5,147 | $99.1 萬 | 0.07% | +5,147 | 新進 |
| Legacy Wealth Asset Management, LLC | 5,161 | $99.4 萬 | 0.28% | −15−0.3% | 減碼 |
| Quantbot Technologies LP | 5,246 | $101.0 萬 | 0.06% | +5,246 | 新進 |
| Vestcor Inc | 5,273 | $101.6 萬 | 0.03% | −57−1.1% | 減碼 |
| HighTower Advisors, LLC | 5,422 | $105.2 萬 | 0.00% | +76+1.4% | 加碼 |
| Seven Eight Capital, LP | 5,472 | $105.4 萬 | 0.11% | +3,971+264.6% | 加碼 |
| Deltec Asset Management LLC | 5,760 | $110.9 萬 | 0.22% | 00.0% | 不變 |
| Swedbank AB | 5,800 | $111.7 萬 | 0.00% | 00.0% | 不變 |
| Centiva Capital, LP | 5,844 | $112.5 萬 | 0.06% | +2,171+59.1% | 加碼 |
| First Hawaiian Bank | 5,855 | $112.8 萬 | 0.03% | −150−2.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 5,962 | $114.8 萬 | 0.00% | −636−9.6% | 減碼 |
| PDT Partners, LLC | 6,013 | $115.8 萬 | 0.11% | +436+7.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,013 | $115.8 萬 | 0.00% | +326+5.7% | 加碼 |
| BancorpSouth Bank | 6,029 | $116.1 萬 | 0.08% | +41+0.7% | 加碼 |
| Radnor Capital Management, LLC | 6,040 | $116.3 萬 | 0.20% | 00.0% | 不變 |
| DGS Capital Management, LLC | 6,235 | $120.1 萬 | 0.34% | +85+1.4% | 加碼 |
| Atria Investments LLC | 6,405 | $123.4 萬 | 0.02% | +6,405 | 新進 |
| BNP Paribas | 6,475 | $124.7 萬 | 0.06% | +6,475 | 新進 |
| Foster & Motley Inc | 6,556 | $126.3 萬 | 0.09% | +30.0% | 加碼 |
| JustInvest LLC | 6,652 | $128.1 萬 | 0.03% | −1,058−13.7% | 減碼 |
| James Investment Research Inc | 6,777 | $130.5 萬 | 0.16% | +30.0% | 加碼 |
| Nations Financial Group Inc, | 6,831 | $131.6 萬 | 0.11% | +1,036+17.9% | 加碼 |
| Hohimer Wealth Management, LLC | 6,875 | $132.4 萬 | 0.31% | +25+0.4% | 加碼 |
| Handelsbanken Fonder AB | 6,937 | $133.6 萬 | 0.01% | +1,700+32.5% | 加碼 |
| Tremblant Capital Group | 6,968 | $134.2 萬 | 0.15% | +3,366+93.4% | 加碼 |
| Fifth Third Bancorp | 7,115 | $137.0 萬 | 0.01% | −7−0.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,252 | $139.7 萬 | 0.00% | −449−5.8% | 減碼 |
| Wambolt & Associates, LLC | 7,426 | $140.5 萬 | 0.42% | +1,313+21.5% | 加碼 |
| New Mexico Educational Retirement Board | 7,300 | $140.6 萬 | 0.05% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 7,345 | $141.5 萬 | 0.13% | −900−10.9% | 減碼 |
| Pacer Advisors, Inc. | 7,542 | $145.3 萬 | 0.00% | +1,312+21.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 7,554 | $145.5 萬 | 0.02% | −734−8.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,653 | $147.4 萬 | 0.05% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,667 | $147.7 萬 | 0.01% | +19+0.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,730 | $148.9 萬 | 0.04% | +19+0.2% | 加碼 |
| QSV Equity Investors LLC | 8,045 | $154.9 萬 | 1.49% | −1,774−18.1% | 減碼 |
| TD Waterhouse Canada Inc. | 8,055 | $155.4 萬 | 0.01% | +8,055 | 新進 |
| Dana Investment Advisors, Inc. | 8,210 | $158.1 萬 | 0.05% | −1,023−11.1% | 減碼 |
| CI Private Wealth, LLC | 8,224 | $158.4 萬 | 0.00% | −1,854−18.4% | 減碼 |
| Truist Financial Corp | 8,298 | $159.8 萬 | 0.00% | −1,091−11.6% | 減碼 |
| LPL Financial LLC | 8,395 | $161.7 萬 | 0.00% | +4,315+105.8% | 加碼 |
| Cetera Investment Advisers | 8,424 | $162.2 萬 | 0.00% | +6,099+262.3% | 加碼 |
| Shilanski & Associates, Inc. | 8,440 | $162.5 萬 | 0.56% | +8,440 | 新進 |
| Riverwater Partners LLC | 8,478 | $163.3 萬 | 1.20% | +84+1.0% | 加碼 |
| State of Michigan Retirement System | 8,505 | $163.8 萬 | 0.01% | +200+2.4% | 加碼 |
| Inceptionr LLC | 8,596 | $165.6 萬 | 0.43% | +5,604+187.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 8,598 | $165.6 萬 | 0.03% | −1,200−12.2% | 減碼 |
| Deutsche Bank AG | 8,798 | $169.4 萬 | 0.00% | +29+0.3% | 加碼 |
| Eagle Rock Investment Company, LLC | 9,269 | $178.5 萬 | 0.33% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 9,301 | $179.1 萬 | 0.00% | −20,826−69.1% | 減碼 |
| Dynamic Technology Lab Private Ltd | 9,404 | $181.2 萬 | 0.19% | +9,404 | 新進 |
| Caitlin John, LLC | 9,456 | $182.1 萬 | 1.38% | +201+2.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 9,673 | $186.3 萬 | 0.00% | +4,299+80.0% | 加碼 |
| Campbell Newman Asset Management Inc | 9,803 | $188.8 萬 | 0.15% | +228+2.4% | 加碼 |
| Arizona State Retirement System | 9,836 | $189.4 萬 | 0.01% | −226−2.2% | 減碼 |
| Louisiana State Employees Retirement System | 10,000 | $192.6 萬 | 0.04% | +300+3.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 10,644 | $205.0 萬 | 0.00% | +714+7.2% | 加碼 |
| Bridge City Capital, LLC | 11,032 | $212.5 萬 | 0.77% | +86+0.8% | 加碼 |
| EFG Asset Management (North America) Corp. | 11,055 | $212.8 萬 | 0.37% | −784−6.6% | 減碼 |
| Aquatic Capital Management LLC | 11,200 | $215.7 萬 | 0.07% | +11,200 | 新進 |
| Citadel Advisors LLC | 11,339 | $218.4 萬 | 0.00% | +11,339 | 新進 |
| Pathstone Holdings, LLC | 11,359 | $218.8 萬 | 0.01% | +4,188+58.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 11,596 | $223.3 萬 | 0.02% | 00.0% | 不變 |
| SG Americas Securities, LLC | 11,864 | $228.5 萬 | 0.01% | +8,199+223.7% | 加碼 |
| Rocky Mountain Advisers, LLC | 11,900 | $229.2 萬 | 0.73% | 00.0% | 不變 |
| Quantinno Capital Management LP | 12,335 | $237.6 萬 | 0.05% | +893+7.8% | 加碼 |
| Advisory Services Network, LLC | 12,407 | $238.9 萬 | 0.05% | +530+4.5% | 加碼 |
| Stifel Financial Corp | 12,578 | $242.2 萬 | 0.00% | +5,351+74.0% | 加碼 |
| Essex Investment Management Co LLC | 12,758 | $245.7 萬 | 0.48% | −4,897−27.7% | 減碼 |
| Bank of Montreal | 12,761 | $246.5 萬 | 0.00% | +5,005+64.5% | 加碼 |
| Valley National Advisers Inc | 12,907 | $248.5 萬 | 0.38% | −686−5.0% | 減碼 |