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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 8,505 | $163.8 萬 | 0.01% | +200+2.4% | 加碼 |
| Riverwater Partners LLC | 8,478 | $163.3 萬 | 1.20% | +84+1.0% | 加碼 |
| Shilanski & Associates, Inc. | 8,440 | $162.5 萬 | 0.56% | +8,440 | 新進 |
| Cetera Investment Advisers | 8,424 | $162.2 萬 | 0.00% | +6,099+262.3% | 加碼 |
| LPL Financial LLC | 8,395 | $161.7 萬 | 0.00% | +4,315+105.8% | 加碼 |
| Truist Financial Corp | 8,298 | $159.8 萬 | 0.00% | −1,091−11.6% | 減碼 |
| CI Private Wealth, LLC | 8,224 | $158.4 萬 | 0.00% | −1,854−18.4% | 減碼 |
| Dana Investment Advisors, Inc. | 8,210 | $158.1 萬 | 0.05% | −1,023−11.1% | 減碼 |
| TD Waterhouse Canada Inc. | 8,055 | $155.4 萬 | 0.01% | +8,055 | 新進 |
| QSV Equity Investors LLC | 8,045 | $154.9 萬 | 1.49% | −1,774−18.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,730 | $148.9 萬 | 0.04% | +19+0.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,667 | $147.7 萬 | 0.01% | +19+0.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,653 | $147.4 萬 | 0.05% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 7,554 | $145.5 萬 | 0.02% | −734−8.9% | 減碼 |
| Pacer Advisors, Inc. | 7,542 | $145.3 萬 | 0.00% | +1,312+21.1% | 加碼 |
| Washington Trust Advisors, Inc. | 7,345 | $141.5 萬 | 0.13% | −900−10.9% | 減碼 |
| New Mexico Educational Retirement Board | 7,300 | $140.6 萬 | 0.05% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 7,426 | $140.5 萬 | 0.42% | +1,313+21.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,252 | $139.7 萬 | 0.00% | −449−5.8% | 減碼 |
| Fifth Third Bancorp | 7,115 | $137.0 萬 | 0.01% | −7−0.1% | 減碼 |
| Tremblant Capital Group | 6,968 | $134.2 萬 | 0.15% | +3,366+93.4% | 加碼 |
| Handelsbanken Fonder AB | 6,937 | $133.6 萬 | 0.01% | +1,700+32.5% | 加碼 |
| Hohimer Wealth Management, LLC | 6,875 | $132.4 萬 | 0.31% | +25+0.4% | 加碼 |
| Nations Financial Group Inc, | 6,831 | $131.6 萬 | 0.11% | +1,036+17.9% | 加碼 |
| James Investment Research Inc | 6,777 | $130.5 萬 | 0.16% | +30.0% | 加碼 |
| JustInvest LLC | 6,652 | $128.1 萬 | 0.03% | −1,058−13.7% | 減碼 |
| Foster & Motley Inc | 6,556 | $126.3 萬 | 0.09% | +30.0% | 加碼 |
| BNP Paribas | 6,475 | $124.7 萬 | 0.06% | +6,475 | 新進 |
| Atria Investments LLC | 6,405 | $123.4 萬 | 0.02% | +6,405 | 新進 |
| DGS Capital Management, LLC | 6,235 | $120.1 萬 | 0.34% | +85+1.4% | 加碼 |
| Radnor Capital Management, LLC | 6,040 | $116.3 萬 | 0.20% | 00.0% | 不變 |
| BancorpSouth Bank | 6,029 | $116.1 萬 | 0.08% | +41+0.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,013 | $115.8 萬 | 0.00% | +326+5.7% | 加碼 |
| PDT Partners, LLC | 6,013 | $115.8 萬 | 0.11% | +436+7.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 5,962 | $114.8 萬 | 0.00% | −636−9.6% | 減碼 |
| First Hawaiian Bank | 5,855 | $112.8 萬 | 0.03% | −150−2.5% | 減碼 |
| Centiva Capital, LP | 5,844 | $112.5 萬 | 0.06% | +2,171+59.1% | 加碼 |
| Swedbank AB | 5,800 | $111.7 萬 | 0.00% | 00.0% | 不變 |
| Deltec Asset Management LLC | 5,760 | $110.9 萬 | 0.22% | 00.0% | 不變 |
| Seven Eight Capital, LP | 5,472 | $105.4 萬 | 0.11% | +3,971+264.6% | 加碼 |
| HighTower Advisors, LLC | 5,422 | $105.2 萬 | 0.00% | +76+1.4% | 加碼 |
| Vestcor Inc | 5,273 | $101.6 萬 | 0.03% | −57−1.1% | 減碼 |
| Quantbot Technologies LP | 5,246 | $101.0 萬 | 0.06% | +5,246 | 新進 |
| Legacy Wealth Asset Management, LLC | 5,161 | $99.4 萬 | 0.28% | −15−0.3% | 減碼 |
| Mirabella Financial Services LLP | 5,147 | $99.1 萬 | 0.07% | +5,147 | 新進 |
| Summit Place Financial Advisors, LLC | 5,066 | $97.6 萬 | 0.57% | +381+8.1% | 加碼 |
| Nebula Research & Development LLC | 5,064 | $97.5 萬 | 0.21% | +5,064 | 新進 |
| MML Investors Services, LLC | 4,930 | $94.9 萬 | 0.00% | +585+13.5% | 加碼 |
| Pictet Asset Management Holding SA | 4,830 | $93.0 萬 | 0.00% | +681+16.4% | 加碼 |
| Angeles Wealth Management, LLC | 4,800 | $92.4 萬 | 0.09% | +7+0.1% | 加碼 |
| Citigroup Inc | 4,635 | $89.3 萬 | 0.00% | +874+23.2% | 加碼 |
| Keybank National Association | 4,587 | $88.3 萬 | 0.00% | +211+4.8% | 加碼 |
| Buckhead Capital Management LLC | 4,547 | $87.6 萬 | 0.30% | +10+0.2% | 加碼 |
| Cresset Asset Management, LLC | 4,520 | $87.1 萬 | 0.00% | +596+15.2% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,508 | $86.8 萬 | 0.97% | +4,508 | 新進 |
| Sit Investment Associates Inc | 4,450 | $85.7 萬 | 0.02% | 00.0% | 不變 |
| Mackenzie Financial Corp | 4,379 | $84.3 萬 | 0.00% | −1,539−26.0% | 減碼 |
| TownSquare Capital, LLC | 4,316 | $83.1 萬 | 0.01% | −843−16.3% | 減碼 |
| Xponance, Inc. | 4,308 | $83.0 萬 | 0.01% | +20+0.5% | 加碼 |
| TD Private Client Wealth LLC | 4,231 | $81.5 萬 | 0.03% | +368+9.5% | 加碼 |
| Magnetar Financial LLC | 4,218 | $81.2 萬 | 0.02% | +4,218 | 新進 |
| Ransom Advisory, Ltd | 4,200 | $80.9 萬 | 0.43% | +4,200 | 新進 |
| HGK Asset Management Inc | 4,186 | $80.6 萬 | 0.16% | 00.0% | 不變 |
| CWM Advisors, LLC | 4,164 | $80.2 萬 | 0.08% | +1,923+85.8% | 加碼 |
| Quadrature Capital Ltd | 4,089 | $78.7 萬 | 0.01% | +4,089 | 新進 |
| Freedom Day Solutions, LLC | 4,088 | $78.7 萬 | 0.28% | −83−2.0% | 減碼 |
| Aviance Capital Partners, LLC | 4,075 | $78.5 萬 | 0.12% | +4,075 | 新進 |
| Creative Planning | 3,932 | $75.7 萬 | 0.00% | +584+17.4% | 加碼 |
| Commerce Bank | 3,908 | $75.3 萬 | 0.00% | −382−8.9% | 減碼 |
| Captrust Financial Advisors | 3,902 | $75.2 萬 | 0.00% | −1,155−22.8% | 減碼 |
| Asset Management One Co.,Ltd. | 3,901 | $75.1 萬 | 0.00% | +3,901 | 新進 |
| XTX Topco Ltd | 3,888 | $74.9 萬 | 0.10% | +708+22.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 3,882 | $74.8 萬 | 0.00% | 00.0% | 不變 |
| Isthmus Partners, LLC | 3,860 | $74.3 萬 | 0.08% | +3,860 | 新進 |
| Pekin Hardy Strauss, Inc. | 3,810 | $73.4 萬 | 0.10% | −8,016−67.8% | 減碼 |
| Zions Bancorporation, N.A. | 3,732 | $71.9 萬 | 0.05% | −1,927−34.1% | 減碼 |
| Virtu Financial LLC | 3,703 | $71.3 萬 | 0.05% | +2,193+145.2% | 加碼 |
| Nisa Investment Advisors, LLC | 3,685 | $71.0 萬 | 0.00% | −5,920−61.6% | 減碼 |
| Federated Hermes, Inc. | 3,677 | $70.8 萬 | 0.00% | −209−5.4% | 減碼 |
| Miller Howard Investments Inc | 3,657 | $70.4 萬 | 0.02% | +22+0.6% | 加碼 |
| Central Pacific Bank - Trust Division | 3,690 | $69.8 萬 | 0.09% | +3,690 | 新進 |
| Wright Investors Service Inc | 3,611 | $69.5 萬 | 0.18% | −100−2.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 3,573 | $68.8 萬 | 0.02% | +450+14.4% | 加碼 |
| Kendall Capital Management | 3,390 | $65.3 萬 | 0.22% | −530−13.5% | 減碼 |
| Bokf, NA | 3,370 | $63.8 萬 | 0.01% | −47−1.4% | 減碼 |
| Great Diamond Partners, LLC | 3,254 | $62.7 萬 | 0.14% | +3,254 | 新進 |
| Brevan Howard Capital Management LP | 3,204 | $61.7 萬 | 0.06% | +1,729+117.2% | 加碼 |
| Engineers Gate Manager LP | 3,151 | $60.7 萬 | 0.02% | +3,151 | 新進 |
| Two Sigma Investments, LP | 3,130 | $60.3 萬 | 0.00% | −8,970−74.1% | 減碼 |
| O'Rourke & Company, Inc | 3,095 | $59.6 萬 | 0.35% | +91+3.0% | 加碼 |
| Pitcairn Co | 3,041 | $58.6 萬 | 0.04% | −240−7.3% | 減碼 |
| Capula Management Ltd | 2,989 | $57.6 萬 | 0.02% | +2,989 | 新進 |
| Securian Asset Management, Inc | 2,852 | $54.9 萬 | 0.02% | −100−3.4% | 減碼 |
| MAI Capital Management | 2,837 | $54.6 萬 | 0.01% | −23−0.8% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,800 | $53.9 萬 | 0.02% | +2,800 | 新進 |
| Vident Advisory, LLC | 2,786 | $53.7 萬 | 0.01% | −15−0.5% | 減碼 |
| Coldstream Capital Management Inc | 2,785 | $53.6 萬 | 0.01% | +6+0.2% | 加碼 |
| Susquehanna International Group, LLP | 2,781 | $53.6 萬 | 0.00% | −2,227−44.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,779 | $53.5 萬 | 0.01% | +45+1.6% | 加碼 |
| Janney Montgomery Scott LLC | 2,740 | $52.8 萬 | 0.00% | +1,410+106.0% | 加碼 |