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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 13,050 | $251.3 萬 | 0.06% | −225−1.7% | 減碼 |
| Cornerstone Investment Partners, LLC | 13,415 | $258.4 萬 | 0.13% | +25+0.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 13,731 | $259.9 萬 | 0.01% | −119−0.9% | 減碼 |
| Two Sigma Advisers, LP | 13,800 | $265.8 萬 | 0.01% | +100+0.7% | 加碼 |
| Hancock Whitney Corp | 14,081 | $271.2 萬 | 0.09% | −8,526−37.7% | 減碼 |
| Ausbil Investment Management Ltd | 14,490 | $274.2 萬 | 1.37% | +3,601+33.1% | 加碼 |
| Centric Wealth Management | 15,186 | $275.6 萬 | 0.88% | +602+4.1% | 加碼 |
| US Bancorp | 14,592 | $281.0 萬 | 0.00% | −3,556−19.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 14,696 | $283.0 萬 | 0.03% | −11,018−42.8% | 減碼 |
| Mariner, LLC | 14,788 | $284.8 萬 | 0.01% | +10,361+234.0% | 加碼 |
| Harbor Advisors LLC | 15,000 | $288.9 萬 | 0.53% | 00.0% | 不變 |
| HSBC Holdings PLC | 15,826 | $304.8 萬 | 0.00% | +9,962+169.9% | 加碼 |
| Brinker Capital Investments, LLC | 15,953 | $307.2 萬 | 0.03% | −889−5.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 15,953 | $307.2 萬 | 0.03% | −889−5.3% | 減碼 |
| Treasurer of the State of North Carolina | 16,207 | $312.1 萬 | 0.01% | +111+0.7% | 加碼 |
| Yousif Capital Management, LLC | 16,403 | $315.9 萬 | 0.04% | −391−2.3% | 減碼 |
| Advisors Capital Management, LLC | 16,558 | $318.9 萬 | 0.06% | +1,373+9.0% | 加碼 |
| Danske Bank A/S | 16,654 | $320.7 萬 | 0.01% | +16,654 | 新進 |
| Monument Capital Management | 17,444 | $335.9 萬 | 0.97% | −1,596−8.4% | 減碼 |
| Janus Henderson Group PLC | 17,646 | $339.7 萬 | 0.00% | +20.0% | 加碼 |
| Legato Capital Management LLC | 17,962 | $345.9 萬 | 0.42% | −2,146−10.7% | 減碼 |
| Renaissance Technologies LLC | 18,300 | $352.4 萬 | 0.01% | −7,800−29.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 18,768 | $361.5 萬 | 0.01% | 00.0% | 不變 |
| MetLife Investment Management | 19,052 | $366.9 萬 | 0.02% | −501−2.6% | 減碼 |
| Voya Investment Management LLC | 19,205 | $369.9 萬 | 0.00% | −802−4.0% | 減碼 |
| South Dakota Investment Council | 19,308 | $371.9 萬 | 0.08% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 19,379 | $373.2 萬 | 0.19% | +19,379 | 新進 |
| Cerity Partners LLC | 19,500 | $375.6 萬 | 0.01% | +5,212+36.5% | 加碼 |
| Jane Street Group, LLC | 19,967 | $384.5 萬 | 0.00% | +9,500+90.8% | 加碼 |
| Ensign Peak Advisors, Inc | 20,622 | $397.2 萬 | 0.01% | −12,562−37.9% | 減碼 |
| Mutual of America Capital Management LLC | 20,651 | $397.7 萬 | 0.04% | −839−3.9% | 減碼 |
| Seizert Capital Partners, LLC | 21,077 | $405.9 萬 | 0.19% | −10,649−33.6% | 減碼 |
| EAM Global Investors LLC | 21,165 | $407.6 萬 | 0.94% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 21,204 | $408.4 萬 | 0.00% | +21,204 | 新進 |
| EAM Investors, LLC | 21,457 | $413.2 萬 | 0.65% | +323+1.5% | 加碼 |
| Martingale Asset Management L P | 21,660 | $417.1 萬 | 0.08% | −555−2.5% | 減碼 |
| Guggenheim Capital LLC | 22,244 | $428.4 萬 | 0.03% | +3,511+18.7% | 加碼 |
| Edgestream Partners, L.P. | 22,797 | $439.0 萬 | 0.22% | +15,495+212.2% | 加碼 |
| Teacher Retirement System of Texas | 23,323 | $449.2 萬 | 0.03% | +13,441+136.0% | 加碼 |
| Public Employees Retirement System of Ohio | 23,638 | $455.2 萬 | 0.02% | −1,774−7.0% | 減碼 |
| Amalgamated Bank | 23,700 | $456.4 萬 | 0.04% | −2,633−10.0% | 減碼 |
| Great West Life Assurance Co | 24,204 | $465.9 萬 | 0.01% | +928+4.0% | 加碼 |
| Allianz Asset Management GmbH | 24,403 | $470.0 萬 | 0.01% | +1,649+7.2% | 加碼 |
| Gotham Asset Management, LLC | 24,521 | $472.2 萬 | 0.07% | −143−0.6% | 減碼 |
| Sarasin & Partners LLP | 25,000 | $481.5 萬 | 0.05% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 25,018 | $481.8 萬 | 0.09% | −7,146−22.2% | 減碼 |
| Van Eck Associates Corp | 25,933 | $499.4 萬 | 0.01% | −4,793−15.6% | 減碼 |
| Algert Global LLC | 26,098 | $502.6 萬 | 0.20% | +15,190+139.3% | 加碼 |
| Verdence Capital Advisors LLC | 26,360 | $507.7 萬 | 0.46% | −2,613−9.0% | 減碼 |
| State of Tennessee, Treasury Department | 27,100 | $521.9 萬 | 0.02% | −2,800−9.4% | 減碼 |
| Pinebridge Investments, L.P. | 27,728 | $533.8 萬 | 0.04% | −13,852−33.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 48,516 | $559.8 萬 | 0.01% | +2,241+4.8% | 加碼 |
| Dorsey Wright & Associates | 29,141 | $561.2 萬 | 1.46% | +29,141 | 新進 |
| First Trust Advisors LP | 29,636 | $570.8 萬 | 0.01% | −168,337−85.0% | 減碼 |
| Alberta Investment Management Corp | 29,776 | $573.5 萬 | 0.06% | −1,087−3.5% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 30,155 | $580.8 萬 | 0.35% | +740+2.5% | 加碼 |
| Canada Pension Plan Investment Board | 30,200 | $581.6 萬 | 0.01% | +10,800+55.7% | 加碼 |
| Texas Permanent School Fund | 30,333 | $584.2 萬 | 0.05% | +392+1.3% | 加碼 |
| Morse Asset Management, Inc | 30,483 | $587.1 萬 | 1.50% | +125+0.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 30,971 | $596.5 萬 | 0.01% | +1,586+5.4% | 加碼 |
| Executive Wealth Management, LLC | 33,113 | $626.7 萬 | 0.55% | −25,126−43.1% | 減碼 |
| Comerica Bank | 34,976 | $673.6 萬 | 0.03% | −3,964−10.2% | 減碼 |
| State of Alaska, Department of Revenue | 35,055 | $675.0 萬 | 0.08% | 00.0% | 不變 |
| California State Teachers Retirement System | 36,104 | $695.3 萬 | 0.01% | −2,272−5.9% | 減碼 |
| Brandywine Global Investment Management, LLC | 36,469 | $702.4 萬 | 0.05% | −373−1.0% | 減碼 |
| Wedge Capital Management L L P | 36,882 | $710.3 萬 | 0.11% | −8,180−18.2% | 減碼 |
| Lazard Asset Management LLC | 36,956 | $711.7 萬 | 0.01% | −66,726−64.4% | 減碼 |
| Royal Bank of Canada | 37,250 | $717.3 萬 | 0.00% | −3,818−9.3% | 減碼 |
| GW&K Investment Management, LLC | 37,670 | $725.5 萬 | 0.06% | −171−0.5% | 減碼 |
| Jackson Wealth Management, LLC | 39,057 | $752.2 萬 | 0.94% | +2,424+6.6% | 加碼 |
| Ceredex Value Advisors LLC | 40,407 | $778.2 萬 | 0.14% | −14,343−26.2% | 減碼 |
| Alps Advisors Inc | 41,805 | $805.1 萬 | 0.06% | +6,318+17.8% | 加碼 |
| AQR Capital Management LLC | 43,052 | $826.6 萬 | 0.01% | −6,993−14.0% | 減碼 |
| AE Wealth Management LLC | 43,282 | $833.6 萬 | 0.09% | +5,622+14.9% | 加碼 |
| UBS Group AG | 43,358 | $835.0 萬 | 0.00% | −9,355−17.7% | 減碼 |
| American International Group, Inc. | 45,883 | $883.7 萬 | 0.03% | −937−2.0% | 減碼 |
| Castleark Management LLC | 46,930 | $903.8 萬 | 0.38% | −6,270−11.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 47,115 | $907.4 萬 | 0.17% | +9,937+26.7% | 加碼 |
| New York State Teachers Retirement System | 50,883 | $980.0 萬 | 0.02% | 00.0% | 不變 |
| Squarepoint Ops LLC | 54,151 | $1,043 萬 | 0.04% | +30,759+131.5% | 加碼 |
| Barclays PLC | 54,164 | $1,043 萬 | 0.00% | +15,227+39.1% | 加碼 |
| SEI Investments Co | 55,378 | $1,067 萬 | 0.02% | +1,558+2.9% | 加碼 |
| Ziegler Capital Management, LLC | 84,178 | $1,069 萬 | 0.41% | +49,405+142.1% | 加碼 |
| Credit Suisse AG | 56,213 | $1,083 萬 | 0.01% | +733+1.3% | 加碼 |
| Moody Aldrich Partners LLC | 61,130 | $1,177 萬 | 2.00% | −6,098−9.1% | 減碼 |
| Pier Capital, LLC | 61,245 | $1,180 萬 | 1.62% | −14,178−18.8% | 減碼 |
| Peregrine Capital Management LLC | 61,262 | $1,180 萬 | 0.34% | −6,794−10.0% | 減碼 |
| Walleye Capital LLC | 61,679 | $1,188 萬 | 0.13% | −57,034−48.0% | 減碼 |
| Thrivent Financial for Lutherans | 63,661 | $1,226 萬 | 0.02% | +280.0% | 加碼 |
| First Eagle Investment Management, LLC | 64,081 | $1,234 萬 | 0.03% | +800+1.3% | 加碼 |
| Prudential Financial Inc | 65,255 | $1,257 萬 | 0.02% | +59,231+983.3% | 加碼 |
| Wells Fargo & Company | 66,962 | $1,290 萬 | 0.00% | −110−0.2% | 減碼 |
| Natixis Advisors, L.P. | 67,379 | $1,298 萬 | 0.03% | +55,341+459.7% | 加碼 |
| Swiss National Bank | 70,600 | $1,360 萬 | 0.01% | −400−0.6% | 減碼 |
| Raymond James & Associates | 71,498 | $1,377 萬 | 0.01% | +917+1.3% | 加碼 |
| Fort Washington Investment Advisors Inc | 71,608 | $1,379 萬 | 0.09% | −6,740−8.6% | 減碼 |
| Bridgewater Associates, LP | 73,509 | $1,416 萬 | 0.07% | −6,903−8.6% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 73,742 | $1,420 萬 | 1.13% | −11,499−13.5% | 減碼 |
| Qube Research & Technologies Ltd | 73,978 | $1,425 萬 | 0.03% | +72,910+6,826.8% | 加碼 |
| California Public Employees Retirement System | 74,475 | $1,434 萬 | 0.01% | −4,557−5.8% | 減碼 |