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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 625 | $13.0 萬 | 0.00% | +625 | 新進 |
| Arlington Trust Co LLC | 699 | $14.6 萬 | 0.03% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 747 | $15.6 萬 | 0.00% | +72+10.7% | 加碼 |
| Simplex Trading, LLC | 808 | $16.8 萬 | 0.01% | +808 | 新進 |
| Manchester Capital Management LLC | 908 | $18.9 萬 | 0.02% | 00.0% | 不變 |
| KBC Group NV | 914 | $19.1 萬 | 0.00% | +123+15.5% | 加碼 |
| Ci Investments Inc. | 942 | $19.6 萬 | 0.00% | +60+6.8% | 加碼 |
| Squarepoint Ops LLC | 963 | $20.1 萬 | 0.00% | −53,188−98.2% | 減碼 |
| Dakota Wealth Management | 988 | $20.6 萬 | 0.00% | −171−14.8% | 減碼 |
| Burns Matteson Capital Management, LLC | 992 | $20.7 萬 | 0.13% | +992 | 新進 |
| Profund Advisors LLC | 993 | $20.7 萬 | 0.01% | −263−20.9% | 減碼 |
| Narus Financial Partners, LLC | 999 | $20.8 萬 | 0.08% | +999 | 新進 |
| Courier Capital LLC | 1,000 | $20.8 萬 | 0.02% | +1,000 | 新進 |
| Simplicity Wealth,LLC | 1,006 | $21.0 萬 | 0.00% | +1,006 | 新進 |
| Bleakley Financial Group, LLC | 1,008 | $21.0 萬 | 0.01% | +1,008 | 新進 |
| Tower Research Capital LLC (TRC) | 1,012 | $21.1 萬 | 0.00% | −636−38.6% | 減碼 |
| Heritage Wealth Management, Inc. | 1,000 | $21.3 萬 | 0.07% | +1,000 | 新進 |
| National Bank of Canada | 1,025 | $21.5 萬 | 0.00% | +5+0.5% | 加碼 |
| Fielder Capital Group LLC | 1,058 | $22.1 萬 | 0.08% | −4−0.4% | 減碼 |
| Parkside Financial Bank & Trust | 1,068 | $22.3 萬 | 0.03% | +131+14.0% | 加碼 |
| CIBC Asset Management Inc | 1,075 | $22.4 萬 | 0.00% | +1,075 | 新進 |
| EverSource Wealth Advisors, LLC | 898 | $22.5 萬 | 0.01% | +20+2.3% | 加碼 |
| Ritholtz Wealth Management | 1,082 | $22.6 萬 | 0.01% | +1,082 | 新進 |
| Impact Partnership Wealth, LLC | 1,084 | $22.6 萬 | 0.06% | +480+79.5% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,093 | $22.8 萬 | 0.04% | +39+3.7% | 加碼 |
| Park Avenue Securities LLC | 1,139 | $23.7 萬 | 0.00% | −1,268−52.7% | 減碼 |
| Toronto Dominion Bank | 1,139 | $23.7 萬 | 0.00% | +699+158.9% | 加碼 |
| Mirabella Financial Services LLP | 1,145 | $23.9 萬 | 0.02% | −4,002−77.8% | 減碼 |
| Insight Wealth Partners, LLC | 1,168 | $24.3 萬 | 0.16% | +1,168 | 新進 |
| Walleye Trading LLC | 1,200 | $25.0 萬 | 0.00% | +889+285.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,214 | $25.3 萬 | 0.02% | +1,214 | 新進 |
| Metis Global Partners, LLC | 1,218 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 1,220 | $25.4 萬 | 0.04% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,340 | $25.8 萬 | 0.00% | +328+32.4% | 加碼 |
| Prelude Capital Management, LLC | 1,249 | $26.0 萬 | 0.02% | −540−30.2% | 減碼 |
| Hamilton Capital Partners Inc. | 1,266 | $26.4 萬 | 0.03% | −410−24.5% | 減碼 |
| Balyasny Asset Management LLC | 1,294 | $27.0 萬 | 0.00% | +1,294 | 新進 |
| Oppenheimer Asset Management Inc. | 1,306 | $27.2 萬 | 0.00% | +1,306 | 新進 |
| Cornercap Investment Counsel Inc | 1,396 | $29.1 萬 | 0.05% | 00.0% | 不變 |
| Bond & Devick Financial Network, Inc. | 1,400 | $29.2 萬 | 0.16% | 00.0% | 不變 |
| JJJ Advisors Inc. | 1,424 | $29.7 萬 | 0.06% | −9−0.6% | 減碼 |
| Parallel Advisors, LLC | 1,430 | $29.8 萬 | 0.01% | −70−4.7% | 減碼 |
| Shelton Capital Management | 1,447 | $30.2 萬 | 0.01% | −79−5.2% | 減碼 |
| Gateway Investment Advisers LLC | 1,463 | $30.5 萬 | 0.00% | +1,463 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 1,470 | $30.6 萬 | 0.00% | −93−6.0% | 減碼 |
| Colony Group, LLC | 1,490 | $31.1 萬 | 0.00% | +1,490 | 新進 |
| Journey Strategic Wealth LLC | 1,494 | $31.1 萬 | 0.01% | +116+8.4% | 加碼 |
| Valeo Financial Advisors, LLC | 1,520 | $31.7 萬 | 0.01% | −100−6.2% | 減碼 |
| First Bank & Trust | 1,549 | $32.3 萬 | 0.07% | −42−2.6% | 減碼 |
| Chiron Investment Management, LLC | 1,557 | $32.5 萬 | 0.13% | −813−34.3% | 減碼 |
| Martingale Asset Management L P | 1,578 | $32.9 萬 | 0.01% | −20,082−92.7% | 減碼 |
| Blair William & Co | 1,628 | $33.9 萬 | 0.00% | +1,628 | 新進 |
| Oppenheimer & Co Inc | 1,629 | $34.0 萬 | 0.01% | +31+1.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 1,657 | $34.5 萬 | 0.03% | −138−7.7% | 減碼 |
| Commonwealth Equity Services, LLC | 1,667 | $34.8 萬 | 0.00% | +43+2.6% | 加碼 |
| New Century Financial Group, LLC | 1,674 | $34.9 萬 | 0.15% | +1,674 | 新進 |
| nVerses Capital, LLC | 1,700 | $35.4 萬 | 0.21% | +1,700 | 新進 |
| Evercore Wealth Management, LLC | 1,720 | $35.9 萬 | 0.01% | −47−2.7% | 減碼 |
| Greenleaf Trust | 1,794 | $37.4 萬 | 0.00% | −1−0.1% | 減碼 |
| CastleKnight Management LP | 1,800 | $37.5 萬 | 0.05% | +1,800 | 新進 |
| Cetera Trust Company, N.A | 1,814 | $37.8 萬 | 0.24% | 00.0% | 不變 |
| Lane & Associates LLC | 1,833 | $38.2 萬 | 0.23% | +29+1.6% | 加碼 |
| Proequities, Inc. | 1,844 | $38.4 萬 | 0.02% | +454+32.7% | 加碼 |
| Hardy Reed LLC | 1,854 | $38.6 萬 | 0.04% | +1,854 | 新進 |
| The PNC Financial Services Group, Inc. | 1,881 | $39.2 萬 | 0.00% | +20+1.1% | 加碼 |
| Utah Retirement Systems | 1,900 | $39.6 萬 | 0.00% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 1,924 | $40.1 萬 | 0.01% | +72+3.9% | 加碼 |
| M&T Bank Corp | 1,998 | $41.6 萬 | 0.00% | −24−1.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,084 | $43.4 萬 | 0.03% | −65−3.0% | 減碼 |
| Pekin Hardy Strauss, Inc. | 2,105 | $43.9 萬 | 0.06% | −1,705−44.8% | 減碼 |
| Capula Management Ltd | 2,108 | $43.9 萬 | 0.00% | −881−29.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 2,148 | $44.8 萬 | 0.04% | −28−1.3% | 減碼 |
| Inspire Advisors, LLC | 2,180 | $45.4 萬 | 0.06% | +2,180 | 新進 |
| Zions Bancorporation, N.A. | 2,200 | $45.9 萬 | 0.04% | −1,532−41.1% | 減碼 |
| Advisor Group Holdings, Inc. | 2,202 | $45.9 萬 | 0.00% | −7,099−76.3% | 減碼 |
| Fox Run Management, L.L.C. | 2,228 | $46.4 萬 | 0.09% | +617+38.3% | 加碼 |
| Consolidated Planning Corp | 2,284 | $47.6 萬 | 0.08% | +571+33.3% | 加碼 |
| Engineers Gate Manager LP | 2,297 | $47.9 萬 | 0.01% | −854−27.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 2,300 | $47.9 萬 | 0.00% | −57−2.4% | 減碼 |
| Baird Financial Group, Inc. | 2,300 | $47.9 萬 | 0.00% | 00.0% | 不變 |
| Hanlon Investment Management, Inc. | 2,352 | $49.0 萬 | 0.15% | +214+10.0% | 加碼 |
| Argonautica Private Wealth Management, Inc | 2,372 | $49.4 萬 | 0.17% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 2,375 | $49.5 萬 | 0.53% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 2,233 | $49.6 萬 | 0.06% | +2,233 | 新進 |
| Intrust Bank NA | 2,443 | $50.9 萬 | 0.05% | −66−2.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,450 | $51.0 萬 | 0.01% | −329−11.8% | 減碼 |
| Kendall Capital Management | 2,455 | $51.2 萬 | 0.17% | −935−27.6% | 減碼 |
| Custom Index Systems, LLC | 2,489 | $51.9 萬 | 0.30% | +2,489 | 新進 |
| Vident Advisory, LLC | 2,555 | $53.3 萬 | 0.01% | −231−8.3% | 減碼 |
| Sanctuary Advisors, LLC | 2,992 | $55.1 萬 | 0.00% | +2,992 | 新進 |
| MAI Capital Management | 2,674 | $55.7 萬 | 0.01% | −163−5.7% | 減碼 |
| Maryland State Retirement & Pension System | 2,716 | $56.6 萬 | 0.01% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 2,721 | $56.7 萬 | 0.00% | +171+6.7% | 加碼 |
| Coldstream Capital Management Inc | 2,791 | $58.2 萬 | 0.01% | +6+0.2% | 加碼 |
| Securian Asset Management, Inc | 2,852 | $59.4 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 2,919 | $60.8 萬 | 0.00% | +179+6.5% | 加碼 |
| CWM Advisors, LLC | 2,966 | $61.8 萬 | 0.07% | −1,198−28.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 2,974 | $62.0 萬 | 0.03% | +1,232+70.7% | 加碼 |
| Swedbank AB | 3,000 | $62.5 萬 | 0.00% | −2,800−48.3% | 減碼 |
| Federated Hermes, Inc. | 3,036 | $63.3 萬 | 0.00% | −641−17.4% | 減碼 |