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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 43,648 | $909.8 萬 | 0.04% | +39,128+865.7% | 加碼 |
| Two Sigma Investments, LP | 43,628 | $909.3 萬 | 0.02% | +40,498+1,293.9% | 加碼 |
| SEI Investments Co | 42,877 | $893.7 萬 | 0.01% | −12,501−22.6% | 減碼 |
| Ceredex Value Advisors LLC | 41,882 | $872.9 萬 | 0.16% | +1,475+3.7% | 加碼 |
| AE Wealth Management LLC | 39,993 | $833.6 萬 | 0.08% | −3,289−7.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 39,875 | $831.1 萬 | 0.02% | −8,641−17.8% | 減碼 |
| Brandywine Global Investment Management, LLC | 37,921 | $790.4 萬 | 0.06% | +1,452+4.0% | 加碼 |
| Royal Bank of Canada | 36,614 | $763.2 萬 | 0.00% | −636−1.7% | 減碼 |
| Canada Pension Plan Investment Board | 36,500 | $760.8 萬 | 0.01% | +6,300+20.9% | 加碼 |
| California State Teachers Retirement System | 36,110 | $752.6 萬 | 0.01% | +60.0% | 加碼 |
| Morse Asset Management, Inc | 35,529 | $740.5 萬 | 1.80% | +5,046+16.6% | 加碼 |
| Lazard Asset Management LLC | 35,454 | $738.9 萬 | 0.01% | −1,502−4.1% | 減碼 |
| State of Alaska, Department of Revenue | 35,160 | $732.7 萬 | 0.08% | +105+0.3% | 加碼 |
| Moody Aldrich Partners LLC | 32,628 | $680.1 萬 | 1.33% | −28,502−46.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 30,982 | $645.8 萬 | 0.01% | +110.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 30,455 | $634.8 萬 | 0.39% | +300+1.0% | 加碼 |
| Great West Life Assurance Co | 30,050 | $625.7 萬 | 0.01% | +5,846+24.2% | 加碼 |
| Ensign Peak Advisors, Inc | 29,682 | $618.7 萬 | 0.01% | +9,060+43.9% | 加碼 |
| Dorsey Wright & Associates | 29,516 | $615.2 萬 | 1.60% | +375+1.3% | 加碼 |
| Prudential Financial Inc | 28,315 | $590.2 萬 | 0.01% | −36,940−56.6% | 減碼 |
| Verdence Capital Advisors LLC | 27,246 | $567.9 萬 | 0.51% | +886+3.4% | 加碼 |
| Alberta Investment Management Corp | 26,673 | $555.9 萬 | 0.06% | −3,103−10.4% | 減碼 |
| Sarasin & Partners LLP | 25,000 | $521.1 萬 | 0.05% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 24,236 | $505.2 萬 | 0.07% | −285−1.2% | 減碼 |
| Jackson Wealth Management, LLC | 23,848 | $497.1 萬 | 1.07% | −15,209−38.9% | 減碼 |
| Barclays PLC | 23,453 | $488.8 萬 | 0.00% | −30,711−56.7% | 減碼 |
| Empowered Funds, LLC | 22,833 | $475.9 萬 | 0.08% | +22,833 | 新進 |
| Guggenheim Capital LLC | 22,804 | $475.3 萬 | 0.03% | +560+2.5% | 加碼 |
| Comerica Bank | 22,317 | $465.2 萬 | 0.02% | −12,659−36.2% | 減碼 |
| Public Employees Retirement System of Ohio | 22,102 | $460.7 萬 | 0.02% | −1,536−6.5% | 減碼 |
| Mutual of America Capital Management LLC | 20,288 | $422.9 萬 | 0.05% | −363−1.8% | 減碼 |
| Cerity Partners LLC | 20,171 | $420.4 萬 | 0.01% | +671+3.4% | 加碼 |
| Advisors Asset Management, Inc. | 20,081 | $418.5 萬 | 0.08% | −4,937−19.7% | 減碼 |
| Wedge Capital Management L L P | 19,479 | $406.0 萬 | 0.07% | −17,403−47.2% | 減碼 |
| Teacher Retirement System of Texas | 19,421 | $404.8 萬 | 0.02% | −3,902−16.7% | 減碼 |
| Voya Investment Management LLC | 19,024 | $396.5 萬 | 0.00% | −181−0.9% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 18,728 | $390.4 萬 | 0.04% | +7,132+61.5% | 加碼 |
| Pinebridge Investments, L.P. | 18,731 | $389.3 萬 | 0.03% | −8,997−32.4% | 減碼 |
| MetLife Investment Management | 18,668 | $389.1 萬 | 0.02% | −384−2.0% | 減碼 |
| Centric Wealth Management | 15,408 | $384.0 萬 | 1.11% | +222+1.5% | 加碼 |
| Amalgamated Bank | 17,943 | $374.0 萬 | 0.03% | −5,757−24.3% | 減碼 |
| Bridgewater Associates, LP | 17,891 | $372.9 萬 | 0.02% | −55,618−75.7% | 減碼 |
| Janus Henderson Group PLC | 17,465 | $363.6 萬 | 0.00% | −181−1.0% | 減碼 |
| Monument Capital Management | 17,269 | $359.9 萬 | 1.06% | −175−1.0% | 減碼 |
| First Trust Advisors LP | 16,956 | $353.4 萬 | 0.00% | −12,680−42.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 16,636 | $346.7 萬 | 0.01% | +2,905+21.2% | 加碼 |
| Treasurer of the State of North Carolina | 16,468 | $343.2 萬 | 0.01% | +261+1.6% | 加碼 |
| Advisors Capital Management, LLC | 16,419 | $342.2 萬 | 0.06% | −139−0.8% | 減碼 |
| Deutsche Bank AG | 15,794 | $329.2 萬 | 0.00% | +6,996+79.5% | 加碼 |
| Yousif Capital Management, LLC | 15,359 | $320.1 萬 | 0.04% | −1,044−6.4% | 減碼 |
| Harbor Advisors LLC | 15,000 | $312.6 萬 | 0.57% | 00.0% | 不變 |
| Van Eck Associates Corp | 14,915 | $310.9 萬 | 0.00% | −11,018−42.5% | 減碼 |
| Mariner, LLC | 14,881 | $310.2 萬 | 0.01% | +93+0.6% | 加碼 |
| State of Tennessee, Treasury Department | 14,770 | $307.9 萬 | 0.01% | −12,330−45.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 14,696 | $306.3 萬 | 0.03% | 00.0% | 不變 |
| Legato Capital Management LLC | 14,219 | $296.4 萬 | 0.40% | −3,743−20.8% | 減碼 |
| Hancock Whitney Corp | 13,886 | $289.4 萬 | 0.10% | −195−1.4% | 減碼 |
| Qube Research & Technologies Ltd | 13,762 | $286.8 萬 | 0.01% | −60,216−81.4% | 減碼 |
| Quantinno Capital Management LP | 13,544 | $282.3 萬 | 0.05% | +1,209+9.8% | 加碼 |
| Brinker Capital Investments, LLC | 13,527 | $282.0 萬 | 0.03% | −2,426−15.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 13,527 | $282.0 萬 | 0.03% | −2,426−15.2% | 減碼 |
| Advisory Services Network, LLC | 13,177 | $274.7 萬 | 0.06% | +770+6.2% | 加碼 |
| Pathstone Holdings, LLC | 13,040 | $271.8 萬 | 0.01% | +1,681+14.8% | 加碼 |
| Catalyst Capital Advisors LLC | 13,000 | $271.0 萬 | 0.06% | −50−0.4% | 減碼 |
| Cornerstone Investment Partners, LLC | 12,895 | $268.8 萬 | 0.13% | −520−3.9% | 減碼 |
| South Dakota Investment Council | 12,822 | $267.2 萬 | 0.05% | −6,486−33.6% | 減碼 |
| US Bancorp | 12,814 | $267.1 萬 | 0.00% | −1,778−12.2% | 減碼 |
| Valley National Advisers Inc | 12,470 | $259.8 萬 | 0.39% | −437−3.4% | 減碼 |
| Essex Investment Management Co LLC | 12,373 | $257.9 萬 | 0.48% | −385−3.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 12,099 | $252.2 萬 | 0.01% | −6,669−35.5% | 減碼 |
| Renaissance Technologies LLC | 12,000 | $250.1 萬 | 0.00% | −6,300−34.4% | 減碼 |
| Stifel Financial Corp | 11,909 | $248.2 萬 | 0.00% | −669−5.3% | 減碼 |
| Rocky Mountain Advisers, LLC | 11,900 | $248.0 萬 | 0.83% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 11,108 | $231.3 萬 | 0.40% | +53+0.5% | 加碼 |
| Bridge City Capital, LLC | 11,054 | $230.4 萬 | 0.77% | +22+0.2% | 加碼 |
| EAM Investors, LLC | 10,884 | $226.9 萬 | 0.37% | −10,573−49.3% | 減碼 |
| Tremblant Capital Group | 10,651 | $222.0 萬 | 0.25% | +3,683+52.9% | 加碼 |
| HSBC Holdings PLC | 10,453 | $215.6 萬 | 0.00% | −5,373−34.0% | 減碼 |
| Arizona State Retirement System | 10,286 | $214.4 萬 | 0.01% | +450+4.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 10,278 | $214.2 萬 | 0.00% | +605+6.3% | 加碼 |
| Louisiana State Employees Retirement System | 10,000 | $208.4 萬 | 0.04% | 00.0% | 不變 |
| Campbell Newman Asset Management Inc | 9,759 | $203.4 萬 | 0.16% | −44−0.4% | 減碼 |
| Tudor Investment Corp Et Al | 9,458 | $197.1 萬 | 0.02% | +9,458 | 新進 |
| Eagle Rock Investment Company, LLC | 9,263 | $193.1 萬 | 0.35% | −6−0.1% | 減碼 |
| TD Waterhouse Canada Inc. | 9,053 | $191.0 萬 | 0.02% | +998+12.4% | 加碼 |
| CI Private Wealth, LLC | 9,061 | $188.9 萬 | 0.00% | +837+10.2% | 加碼 |
| Edgestream Partners, L.P. | 8,782 | $183.0 萬 | 0.09% | −14,015−61.5% | 減碼 |
| Truist Financial Corp | 8,763 | $182.6 萬 | 0.00% | +465+5.6% | 加碼 |
| LPL Financial LLC | 8,532 | $177.8 萬 | 0.00% | +137+1.6% | 加碼 |
| State of Michigan Retirement System | 8,505 | $177.3 萬 | 0.01% | 00.0% | 不變 |
| Shilanski & Associates, Inc. | 8,400 | $175.1 萬 | 0.59% | −40−0.5% | 減碼 |
| Riverwater Partners LLC | 8,389 | $174.9 萬 | 1.30% | −89−1.0% | 減碼 |
| Dana Investment Advisors, Inc. | 8,227 | $171.5 萬 | 0.06% | +17+0.2% | 加碼 |
| QSV Equity Investors LLC | 7,999 | $166.7 萬 | 1.74% | −46−0.6% | 減碼 |
| Summit Global Investments | 7,944 | $165.6 萬 | 0.11% | +7,944 | 新進 |
| JustInvest LLC | 7,932 | $165.3 萬 | 0.03% | +1,280+19.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,909 | $164.8 萬 | 0.04% | +179+2.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,854 | $163.7 萬 | 0.01% | +187+2.4% | 加碼 |
| Wambolt & Associates, LLC | 7,734 | $163.2 萬 | 0.47% | +308+4.1% | 加碼 |
| Caitlin John, LLC | 7,582 | $158.0 萬 | 1.15% | −1,874−19.8% | 減碼 |