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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 43,282 | $833.6 萬 | 0.09% | +5,622+14.9% | 加碼 |
| AQR Capital Management LLC | 43,052 | $826.6 萬 | 0.01% | −6,993−14.0% | 減碼 |
| Alps Advisors Inc | 41,805 | $805.1 萬 | 0.06% | +6,318+17.8% | 加碼 |
| Ceredex Value Advisors LLC | 40,407 | $778.2 萬 | 0.14% | −14,343−26.2% | 減碼 |
| Jackson Wealth Management, LLC | 39,057 | $752.2 萬 | 0.94% | +2,424+6.6% | 加碼 |
| GW&K Investment Management, LLC | 37,670 | $725.5 萬 | 0.06% | −171−0.5% | 減碼 |
| Royal Bank of Canada | 37,250 | $717.3 萬 | 0.00% | −3,818−9.3% | 減碼 |
| Lazard Asset Management LLC | 36,956 | $711.7 萬 | 0.01% | −66,726−64.4% | 減碼 |
| Wedge Capital Management L L P | 36,882 | $710.3 萬 | 0.11% | −8,180−18.2% | 減碼 |
| Brandywine Global Investment Management, LLC | 36,469 | $702.4 萬 | 0.05% | −373−1.0% | 減碼 |
| California State Teachers Retirement System | 36,104 | $695.3 萬 | 0.01% | −2,272−5.9% | 減碼 |
| State of Alaska, Department of Revenue | 35,055 | $675.0 萬 | 0.08% | 00.0% | 不變 |
| Comerica Bank | 34,976 | $673.6 萬 | 0.03% | −3,964−10.2% | 減碼 |
| Executive Wealth Management, LLC | 33,113 | $626.7 萬 | 0.55% | −25,126−43.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 30,971 | $596.5 萬 | 0.01% | +1,586+5.4% | 加碼 |
| Morse Asset Management, Inc | 30,483 | $587.1 萬 | 1.50% | +125+0.4% | 加碼 |
| Texas Permanent School Fund | 30,333 | $584.2 萬 | 0.05% | +392+1.3% | 加碼 |
| Canada Pension Plan Investment Board | 30,200 | $581.6 萬 | 0.01% | +10,800+55.7% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 30,155 | $580.8 萬 | 0.35% | +740+2.5% | 加碼 |
| Alberta Investment Management Corp | 29,776 | $573.5 萬 | 0.06% | −1,087−3.5% | 減碼 |
| First Trust Advisors LP | 29,636 | $570.8 萬 | 0.01% | −168,337−85.0% | 減碼 |
| Dorsey Wright & Associates | 29,141 | $561.2 萬 | 1.46% | +29,141 | 新進 |
| State Board of Administration of Florida Retirement System | 48,516 | $559.8 萬 | 0.01% | +2,241+4.8% | 加碼 |
| Pinebridge Investments, L.P. | 27,728 | $533.8 萬 | 0.04% | −13,852−33.3% | 減碼 |
| State of Tennessee, Treasury Department | 27,100 | $521.9 萬 | 0.02% | −2,800−9.4% | 減碼 |
| Verdence Capital Advisors LLC | 26,360 | $507.7 萬 | 0.46% | −2,613−9.0% | 減碼 |
| Algert Global LLC | 26,098 | $502.6 萬 | 0.20% | +15,190+139.3% | 加碼 |
| Van Eck Associates Corp | 25,933 | $499.4 萬 | 0.01% | −4,793−15.6% | 減碼 |
| Advisors Asset Management, Inc. | 25,018 | $481.8 萬 | 0.09% | −7,146−22.2% | 減碼 |
| Sarasin & Partners LLP | 25,000 | $481.5 萬 | 0.05% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 24,521 | $472.2 萬 | 0.07% | −143−0.6% | 減碼 |
| Allianz Asset Management GmbH | 24,403 | $470.0 萬 | 0.01% | +1,649+7.2% | 加碼 |
| Great West Life Assurance Co | 24,204 | $465.9 萬 | 0.01% | +928+4.0% | 加碼 |
| Amalgamated Bank | 23,700 | $456.4 萬 | 0.04% | −2,633−10.0% | 減碼 |
| Public Employees Retirement System of Ohio | 23,638 | $455.2 萬 | 0.02% | −1,774−7.0% | 減碼 |
| Teacher Retirement System of Texas | 23,323 | $449.2 萬 | 0.03% | +13,441+136.0% | 加碼 |
| Edgestream Partners, L.P. | 22,797 | $439.0 萬 | 0.22% | +15,495+212.2% | 加碼 |
| Guggenheim Capital LLC | 22,244 | $428.4 萬 | 0.03% | +3,511+18.7% | 加碼 |
| Martingale Asset Management L P | 21,660 | $417.1 萬 | 0.08% | −555−2.5% | 減碼 |
| EAM Investors, LLC | 21,457 | $413.2 萬 | 0.65% | +323+1.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 21,204 | $408.4 萬 | 0.00% | +21,204 | 新進 |
| EAM Global Investors LLC | 21,165 | $407.6 萬 | 0.94% | 00.0% | 不變 |
| Seizert Capital Partners, LLC | 21,077 | $405.9 萬 | 0.19% | −10,649−33.6% | 減碼 |
| Mutual of America Capital Management LLC | 20,651 | $397.7 萬 | 0.04% | −839−3.9% | 減碼 |
| Ensign Peak Advisors, Inc | 20,622 | $397.2 萬 | 0.01% | −12,562−37.9% | 減碼 |
| Jane Street Group, LLC | 19,967 | $384.5 萬 | 0.00% | +9,500+90.8% | 加碼 |
| Cerity Partners LLC | 19,500 | $375.6 萬 | 0.01% | +5,212+36.5% | 加碼 |
| Point72 Hong Kong Ltd | 19,379 | $373.2 萬 | 0.19% | +19,379 | 新進 |
| South Dakota Investment Council | 19,308 | $371.9 萬 | 0.08% | 00.0% | 不變 |
| Voya Investment Management LLC | 19,205 | $369.9 萬 | 0.00% | −802−4.0% | 減碼 |
| MetLife Investment Management | 19,052 | $366.9 萬 | 0.02% | −501−2.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 18,768 | $361.5 萬 | 0.01% | 00.0% | 不變 |
| Renaissance Technologies LLC | 18,300 | $352.4 萬 | 0.01% | −7,800−29.9% | 減碼 |
| Legato Capital Management LLC | 17,962 | $345.9 萬 | 0.42% | −2,146−10.7% | 減碼 |
| Janus Henderson Group PLC | 17,646 | $339.7 萬 | 0.00% | +20.0% | 加碼 |
| Monument Capital Management | 17,444 | $335.9 萬 | 0.97% | −1,596−8.4% | 減碼 |
| Danske Bank A/S | 16,654 | $320.7 萬 | 0.01% | +16,654 | 新進 |
| Advisors Capital Management, LLC | 16,558 | $318.9 萬 | 0.06% | +1,373+9.0% | 加碼 |
| Yousif Capital Management, LLC | 16,403 | $315.9 萬 | 0.04% | −391−2.3% | 減碼 |
| Treasurer of the State of North Carolina | 16,207 | $312.1 萬 | 0.01% | +111+0.7% | 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 |
| HSBC Holdings PLC | 15,826 | $304.8 萬 | 0.00% | +9,962+169.9% | 加碼 |
| Harbor Advisors LLC | 15,000 | $288.9 萬 | 0.53% | 00.0% | 不變 |
| Mariner, LLC | 14,788 | $284.8 萬 | 0.01% | +10,361+234.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 14,696 | $283.0 萬 | 0.03% | −11,018−42.8% | 減碼 |
| US Bancorp | 14,592 | $281.0 萬 | 0.00% | −3,556−19.6% | 減碼 |
| Centric Wealth Management | 15,186 | $275.6 萬 | 0.88% | +602+4.1% | 加碼 |
| Ausbil Investment Management Ltd | 14,490 | $274.2 萬 | 1.37% | +3,601+33.1% | 加碼 |
| Hancock Whitney Corp | 14,081 | $271.2 萬 | 0.09% | −8,526−37.7% | 減碼 |
| Two Sigma Advisers, LP | 13,800 | $265.8 萬 | 0.01% | +100+0.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 13,731 | $259.9 萬 | 0.01% | −119−0.9% | 減碼 |
| Cornerstone Investment Partners, LLC | 13,415 | $258.4 萬 | 0.13% | +25+0.2% | 加碼 |
| Catalyst Capital Advisors LLC | 13,050 | $251.3 萬 | 0.06% | −225−1.7% | 減碼 |
| Valley National Advisers Inc | 12,907 | $248.5 萬 | 0.38% | −686−5.0% | 減碼 |
| Bank of Montreal | 12,761 | $246.5 萬 | 0.00% | +5,005+64.5% | 加碼 |
| Essex Investment Management Co LLC | 12,758 | $245.7 萬 | 0.48% | −4,897−27.7% | 減碼 |
| Stifel Financial Corp | 12,578 | $242.2 萬 | 0.00% | +5,351+74.0% | 加碼 |
| Advisory Services Network, LLC | 12,407 | $238.9 萬 | 0.05% | +530+4.5% | 加碼 |
| Quantinno Capital Management LP | 12,335 | $237.6 萬 | 0.05% | +893+7.8% | 加碼 |
| Rocky Mountain Advisers, LLC | 11,900 | $229.2 萬 | 0.73% | 00.0% | 不變 |
| SG Americas Securities, LLC | 11,864 | $228.5 萬 | 0.01% | +8,199+223.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 11,596 | $223.3 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 11,359 | $218.8 萬 | 0.01% | +4,188+58.4% | 加碼 |
| Citadel Advisors LLC | 11,339 | $218.4 萬 | 0.00% | +11,339 | 新進 |
| Aquatic Capital Management LLC | 11,200 | $215.7 萬 | 0.07% | +11,200 | 新進 |
| EFG Asset Management (North America) Corp. | 11,055 | $212.8 萬 | 0.37% | −784−6.6% | 減碼 |
| Bridge City Capital, LLC | 11,032 | $212.5 萬 | 0.77% | +86+0.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 10,644 | $205.0 萬 | 0.00% | +714+7.2% | 加碼 |
| Louisiana State Employees Retirement System | 10,000 | $192.6 萬 | 0.04% | +300+3.1% | 加碼 |
| Arizona State Retirement System | 9,836 | $189.4 萬 | 0.01% | −226−2.2% | 減碼 |
| Campbell Newman Asset Management Inc | 9,803 | $188.8 萬 | 0.15% | +228+2.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 9,673 | $186.3 萬 | 0.00% | +4,299+80.0% | 加碼 |
| Caitlin John, LLC | 9,456 | $182.1 萬 | 1.38% | +201+2.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 9,404 | $181.2 萬 | 0.19% | +9,404 | 新進 |
| Advisor Group Holdings, Inc. | 9,301 | $179.1 萬 | 0.00% | −20,826−69.1% | 減碼 |
| Eagle Rock Investment Company, LLC | 9,269 | $178.5 萬 | 0.33% | 00.0% | 不變 |
| Deutsche Bank AG | 8,798 | $169.4 萬 | 0.00% | +29+0.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 8,598 | $165.6 萬 | 0.03% | −1,200−12.2% | 減碼 |
| Inceptionr LLC | 8,596 | $165.6 萬 | 0.43% | +5,604+187.3% | 加碼 |