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 2 季 13F 持有人
Evercore Inc. 在 2024/6/30 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
- 471
- 較 2024 年第 1 季 +2 家
- 持有股數
- 3,378 萬
- 較 2024 年第 1 季 +25.1 萬 (+0.7%)
- 總市值
- $70.4 億
- 較 2024 年第 1 季 +$5.90 億 (+9.1%)
- 新進機構
- 62
- 另有 154 家加碼
- 清倉機構
- 60
- 另有 183 家減碼
另有 5 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,720,443 | $7.75 億 | 0.01% | +74,684+2.0% | 加碼 |
| BlackRock Inc. | 3,503,359 | $7.30 億 | 0.02% | +38,655+1.1% | 加碼 |
| Boston Partners | 1,675,062 | $3.50 億 | 0.44% | −34,454−2.0% | 減碼 |
| State Street Corp | 1,088,531 | $2.27 億 | 0.01% | −3,648−0.3% | 減碼 |
| Invesco Ltd. | 1,069,475 | $2.23 億 | 0.05% | +144,701+15.6% | 加碼 |
| Massachusetts Financial Services Co | 1,040,780 | $2.17 億 | 0.07% | −10,581−1.0% | 減碼 |
| TD Asset Management Inc | 1,030,481 | $2.15 億 | 0.20% | +223,383+27.7% | 加碼 |
| JPMorgan Chase & Co | 948,892 | $1.98 億 | 0.02% | −108,719−10.3% | 減碼 |
| Dimensional Fund Advisors LP | 797,951 | $1.66 億 | 0.04% | −34,681−4.2% | 減碼 |
| Wellington Management Group LLP | 788,205 | $1.64 億 | 0.03% | +326,205+70.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 745,235 | $1.55 億 | 0.67% | −581−0.1% | 減碼 |
| Geode Capital Management, LLC | 683,865 | $1.43 億 | 0.01% | +48,297+7.6% | 加碼 |
| Millennium Management LLC | 665,572 | $1.39 億 | 0.11% | −79,640−10.7% | 減碼 |
| Lord, Abbett & Co. LLC | 638,642 | $1.33 億 | 0.44% | +266,226+71.5% | 加碼 |
| Primecap Management Co | 604,550 | $1.26 億 | 0.09% | +8,100+1.4% | 加碼 |
| Morgan Stanley | 551,541 | $1.15 億 | 0.01% | −40,753−6.9% | 減碼 |
| Bahl & Gaynor Inc | 426,252 | $8,884 萬 | 0.50% | +1,388+0.3% | 加碼 |
| Channing Capital Management, LLC | 425,840 | $8,876 萬 | 2.44% | −8,589−2.0% | 減碼 |
| Norges Bank | 424,163 | $8,841 萬 | 0.01% | +14,494+3.5% | 加碼 |
| Bank of New York Mellon Corp | 411,998 | $8,587 萬 | 0.02% | −11,399−2.7% | 減碼 |
| Citadel Advisors LLC | 380,145 | $7,923 萬 | 0.08% | +368,806+3,252.5% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 346,470 | $7,221 萬 | 0.67% | +54,400+18.6% | 加碼 |
| Fisher Asset Management, LLC | 301,853 | $6,292 萬 | 0.03% | −5,896−1.9% | 減碼 |
| Paralel Advisors LLC | 300,000 | $6,253 萬 | 2.99% | 00.0% | 不變 |
| Boston Trust Walden Corp | 299,790 | $6,249 萬 | 0.46% | −208−0.1% | 減碼 |
| Price T Rowe Associates Inc | 282,694 | $5,892 萬 | 0.01% | −7,997−2.8% | 減碼 |
| Northern Trust Corp | 281,974 | $5,877 萬 | 0.01% | +39,168+16.1% | 加碼 |
| Charles Schwab Investment Management Inc | 268,760 | $5,602 萬 | 0.01% | +4,859+1.8% | 加碼 |
| Scout Investments, Inc. | 262,147 | $5,464 萬 | 1.47% | −12,498−4.6% | 減碼 |
| Epoch Investment Partners, Inc. | 261,849 | $5,458 萬 | 0.25% | +8,421+3.3% | 加碼 |
| Nuveen Asset Management, LLC | 258,301 | $5,384 萬 | 0.02% | −14,662−5.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 240,586 | $5,015 萬 | 0.21% | −117,709−32.9% | 減碼 |
| Neuberger Berman Group LLC | 229,555 | $4,785 萬 | 0.04% | +68,594+42.6% | 加碼 |
| Franklin Resources Inc | 226,287 | $4,717 萬 | 0.01% | −2,713−1.2% | 減碼 |
| Schroder Investment Management Group | 190,649 | $3,974 萬 | 0.04% | −101,350−34.7% | 減碼 |
| Macquarie Group Ltd | 189,077 | $3,941 萬 | 0.05% | −200.0% | 減碼 |
| Bank of America Corp | 187,168 | $3,901 萬 | 0.00% | −33,033−15.0% | 減碼 |
| Driehaus Capital Management LLC | 181,433 | $3,782 萬 | 0.37% | −22,879−11.2% | 減碼 |
| Principal Financial Group Inc | 179,180 | $3,735 萬 | 0.02% | +48,640+37.3% | 加碼 |
| Goldman Sachs Group Inc | 174,684 | $3,641 萬 | 0.01% | +39,192+28.9% | 加碼 |
| UBS Asset Management Americas Inc | 160,042 | $3,336 萬 | 0.01% | +31,720+24.7% | 加碼 |
| American Century Companies Inc | 158,992 | $3,314 萬 | 0.02% | −141,936−47.2% | 減碼 |
| ProShare Advisors LLC | 158,938 | $3,313 萬 | 0.09% | −11,765−6.9% | 減碼 |
| Global Alpha Capital Management Ltd. | 154,560 | $3,221 萬 | 2.35% | +33,360+27.5% | 加碼 |
| Frontier Capital Management Co LLC | 151,077 | $3,149 萬 | 0.31% | +1,689+1.1% | 加碼 |
| Cookson Peirce & Co Inc | 137,309 | $2,862 萬 | 1.38% | +18,804+15.9% | 加碼 |
| New York State Common Retirement Fund | 133,546 | $2,783 萬 | 0.04% | −6,326−4.5% | 減碼 |
| Braun Stacey Associates Inc | 126,736 | $2,642 萬 | 1.02% | +7,158+6.0% | 加碼 |
| Ariel Investments, LLC | 121,221 | $2,527 萬 | 0.27% | −5,022−4.0% | 減碼 |
| Victory Capital Management Inc | 120,790 | $2,518 萬 | 0.03% | +34,282+39.6% | 加碼 |
| Glenmede Trust Co NA | 117,680 | $2,453 萬 | 0.12% | −21,487−15.4% | 減碼 |
| Great Lakes Advisors, LLC | 116,550 | $2,429 萬 | 0.22% | −5,362−4.4% | 減碼 |
| Retirement Systems of Alabama | 114,204 | $2,380 萬 | 0.09% | −6,599−5.5% | 減碼 |
| STRS Ohio | 111,940 | $2,333 萬 | 0.09% | −273−0.2% | 減碼 |
| Royce & Associates LP | 107,981 | $2,251 萬 | 0.21% | −13,205−10.9% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 107,759 | $2,246 萬 | 1.32% | +9,346+9.5% | 加碼 |
| Envestnet Asset Management Inc | 106,903 | $2,228 萬 | 0.01% | −18,532−14.8% | 減碼 |
| Rhumbline Advisers | 99,237 | $2,068 萬 | 0.02% | +190.0% | 加碼 |
| Rockefeller Capital Management L.P. | 97,323 | $2,029 萬 | 0.06% | +2,197+2.3% | 加碼 |
| WCM Investment Management, LLC | 97,908 | $1,934 萬 | 0.05% | +1,454+1.5% | 加碼 |
| Man Group plc | 88,946 | $1,854 萬 | 0.05% | +7,349+9.0% | 加碼 |
| Nitorum Capital, L.P. | 88,495 | $1,845 萬 | 2.01% | −31,949−26.5% | 減碼 |
| Samlyn Capital, LLC | 82,727 | $1,724 萬 | 0.30% | +82,727 | 新進 |
| Alliancebernstein L.P. | 78,840 | $1,643 萬 | 0.01% | −12,922−14.1% | 減碼 |
| Basswood Capital Management, L.L.C. | 76,420 | $1,593 萬 | 1.03% | 00.0% | 不變 |
| California Public Employees Retirement System | 76,247 | $1,589 萬 | 0.01% | +1,772+2.4% | 加碼 |
| CCM Investment Advisers LLC | 76,211 | $1,588 萬 | 1.87% | −3,315−4.2% | 減碼 |
| F/M Investments LLC | 76,166 | $1,588 萬 | 0.57% | +76,166 | 新進 |
| Natixis Advisors, L.P. | 75,905 | $1,582 萬 | 0.03% | +8,526+12.7% | 加碼 |
| Ameriprise Financial Inc | 74,349 | $1,550 萬 | 0.00% | −30,048−28.8% | 減碼 |
| FMR LLC | 72,823 | $1,518 萬 | 0.00% | −4,943−6.4% | 減碼 |
| Swiss National Bank | 72,300 | $1,507 萬 | 0.01% | +1,700+2.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 71,808 | $1,497 萬 | 0.10% | +200+0.3% | 加碼 |
| Raymond James & Associates | 71,616 | $1,493 萬 | 0.01% | +118+0.2% | 加碼 |
| Nicholas Investment Partners, LP | 71,535 | $1,491 萬 | 1.55% | −16,446−18.7% | 減碼 |
| First Eagle Investment Management, LLC | 70,781 | $1,475 萬 | 0.03% | +6,700+10.5% | 加碼 |
| AQR Capital Management LLC | 72,493 | $1,468 萬 | 0.02% | +29,441+68.4% | 加碼 |
| State of Wisconsin Investment Board | 69,083 | $1,440 萬 | 0.04% | −23,205−25.1% | 減碼 |
| Legal & General Group Plc | 68,717 | $1,432 萬 | 0.00% | −6,359−8.5% | 減碼 |
| Jane Street Group, LLC | 68,110 | $1,420 萬 | 0.02% | +48,143+241.1% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 67,443 | $1,406 萬 | 1.12% | −6,299−8.5% | 減碼 |
| Walleye Capital LLC | 66,169 | $1,379 萬 | 0.14% | +4,490+7.3% | 加碼 |
| Peregrine Capital Management LLC | 62,067 | $1,294 萬 | 0.38% | +805+1.3% | 加碼 |
| Thrivent Financial for Lutherans | 61,392 | $1,280 萬 | 0.03% | −2,269−3.6% | 減碼 |
| Russell Investments Group, Ltd. | 60,177 | $1,254 萬 | 0.02% | −54,535−47.5% | 減碼 |
| Allianz Asset Management GmbH | 59,611 | $1,242 萬 | 0.02% | +35,208+144.3% | 加碼 |
| Pier Capital, LLC | 56,320 | $1,174 萬 | 1.75% | −4,925−8.0% | 減碼 |
| Moran Wealth Management, LLC | 55,110 | $1,149 萬 | 0.38% | +55,110 | 新進 |
| Hotchkis & Wiley Capital Management LLC | 54,205 | $1,130 萬 | 0.04% | −89,320−62.2% | 減碼 |
| Two Sigma Advisers, LP | 54,200 | $1,130 萬 | 0.03% | +40,400+292.8% | 加碼 |
| Wells Fargo & Company | 53,666 | $1,119 萬 | 0.00% | −13,296−19.9% | 減碼 |
| Bank of Montreal | 51,179 | $1,067 萬 | 0.01% | +38,418+301.1% | 加碼 |
| New York State Teachers Retirement System | 50,883 | $1,061 萬 | 0.02% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 50,027 | $1,043 萬 | 0.03% | +50,027 | 新進 |
| Segall Bryant & Hamill, LLC | 48,432 | $1,009 萬 | 0.18% | +1,317+2.8% | 加碼 |
| Alps Advisors Inc | 48,388 | $1,009 萬 | 0.07% | +6,583+15.7% | 加碼 |
| Castleark Management LLC | 46,540 | $970.0 萬 | 0.40% | −390−0.8% | 減碼 |
| UBS Group AG | 45,338 | $945.0 萬 | 0.00% | +1,980+4.6% | 加碼 |
| Corebridge Financial, Inc. | 44,825 | $934.3 萬 | 0.05% | +44,825 | 新進 |
| GW&K Investment Management, LLC | 44,174 | $920.7 萬 | 0.08% | +6,504+17.3% | 加碼 |