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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 7,537 | $157.1 萬 | 0.05% | −116−1.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,447 | $155.2 萬 | 0.01% | +195+2.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 7,347 | $153.1 萬 | 0.03% | −1,251−14.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 7,338 | $152.9 萬 | 0.02% | −216−2.9% | 減碼 |
| New Mexico Educational Retirement Board | 7,300 | $152.2 萬 | 0.05% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 7,245 | $151.0 萬 | 0.14% | −100−1.4% | 減碼 |
| Fifth Third Bancorp | 7,144 | $148.9 萬 | 0.01% | +29+0.4% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 6,940 | $144.7 萬 | 0.23% | +6,940 | 新進 |
| Handelsbanken Fonder AB | 6,937 | $144.6 萬 | 0.01% | 00.0% | 不變 |
| Nations Financial Group Inc, | 6,842 | $142.6 萬 | 0.12% | +11+0.2% | 加碼 |
| James Investment Research Inc | 6,774 | $141.2 萬 | 0.17% | −30.0% | 減碼 |
| Hohimer Wealth Management, LLC | 6,761 | $140.9 萬 | 0.33% | −114−1.7% | 減碼 |
| Pacer Advisors, Inc. | 6,700 | $139.6 萬 | 0.00% | −842−11.2% | 減碼 |
| Foster & Motley Inc | 6,464 | $134.7 萬 | 0.09% | −92−1.4% | 減碼 |
| Citigroup Inc | 6,373 | $132.8 萬 | 0.00% | +1,738+37.5% | 加碼 |
| DGS Capital Management, LLC | 6,318 | $131.7 萬 | 0.37% | +83+1.3% | 加碼 |
| Radnor Capital Management, LLC | 6,300 | $131.3 萬 | 0.40% | +260+4.3% | 加碼 |
| Atria Investments LLC | 6,254 | $130.4 萬 | 0.02% | −151−2.4% | 減碼 |
| First Hawaiian Bank | 6,199 | $129.2 萬 | 0.04% | +344+5.9% | 加碼 |
| Asset Management One Co.,Ltd. | 6,044 | $126.0 萬 | 0.00% | +2,143+54.9% | 加碼 |
| BancorpSouth Bank | 6,029 | $125.7 萬 | 0.09% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5,952 | $124.1 萬 | 0.00% | −10−0.2% | 減碼 |
| Summit Place Financial Advisors, LLC | 5,833 | $121.6 萬 | 0.72% | +767+15.1% | 加碼 |
| Deltec Asset Management LLC | 5,760 | $120.1 萬 | 0.23% | 00.0% | 不變 |
| Cetera Investment Advisers | 5,655 | $117.9 萬 | 0.00% | −2,769−32.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 5,640 | $117.6 萬 | 0.01% | +3,240+135.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 5,583 | $116.4 萬 | 0.20% | +3,735+202.1% | 加碼 |
| Intech Investment Management LLC | 5,573 | $116.2 萬 | 0.01% | +5,573 | 新進 |
| Allspring Global Investments Holdings, LLC | 5,549 | $115.7 萬 | 0.00% | −464−7.7% | 減碼 |
| Vestcor Inc | 5,273 | $109.9 萬 | 0.04% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 5,153 | $107.4 萬 | 0.30% | −8−0.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 5,029 | $104.8 萬 | 0.00% | −5,615−52.8% | 減碼 |
| Pictet Asset Management Holding SA | 4,841 | $100.9 萬 | 0.00% | +11+0.2% | 加碼 |
| HighTower Advisors, LLC | 4,830 | $100.9 萬 | 0.00% | −592−10.9% | 減碼 |
| Angeles Wealth Management, LLC | 4,800 | $100.0 萬 | 0.09% | 00.0% | 不變 |
| Lecap Asset Management Ltd | 4,736 | $98.7 萬 | 0.21% | +4,736 | 新進 |
| PDT Partners, LLC | 4,602 | $95.9 萬 | 0.09% | −1,411−23.5% | 減碼 |
| Freedom Day Solutions, LLC | 4,583 | $95.5 萬 | 0.32% | +495+12.1% | 加碼 |
| Buckhead Capital Management LLC | 4,547 | $94.8 萬 | 0.32% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 4,500 | $93.8 萬 | 0.03% | −6,700−59.8% | 減碼 |
| Sit Investment Associates Inc | 4,450 | $92.8 萬 | 0.02% | 00.0% | 不變 |
| Bridges Investment Management Inc | 4,399 | $91.7 萬 | 0.01% | +4,399 | 新進 |
| MML Investors Services, LLC | 4,231 | $88.2 萬 | 0.00% | −699−14.2% | 減碼 |
| TD Private Client Wealth LLC | 4,208 | $87.7 萬 | 0.03% | −23−0.5% | 減碼 |
| Susquehanna International Group, LLP | 4,201 | $87.6 萬 | 0.00% | +1,420+51.1% | 加碼 |
| Ransom Advisory, Ltd | 4,200 | $87.5 萬 | 0.44% | 00.0% | 不變 |
| TownSquare Capital, LLC | 4,167 | $86.8 萬 | 0.01% | −149−3.5% | 減碼 |
| BNP Paribas | 4,165 | $86.8 萬 | 0.04% | −2,310−35.7% | 減碼 |
| Keybank National Association | 4,145 | $86.4 萬 | 0.00% | −442−9.6% | 減碼 |
| Captrust Financial Advisors | 4,120 | $85.9 萬 | 0.00% | +218+5.6% | 加碼 |
| Ausbil Investment Management Ltd | 4,056 | $84.5 萬 | 0.39% | −10,434−72.0% | 減碼 |
| Aviance Capital Partners, LLC | 4,025 | $83.9 萬 | 0.12% | −50−1.2% | 減碼 |
| Central Pacific Bank - Trust Division | 3,955 | $82.4 萬 | 0.10% | +265+7.2% | 加碼 |
| Xponance, Inc. | 3,917 | $81.6 萬 | 0.01% | −391−9.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 3,882 | $80.9 萬 | 0.00% | 00.0% | 不變 |
| Isthmus Partners, LLC | 3,860 | $80.5 萬 | 0.09% | 00.0% | 不變 |
| Commerce Bank | 3,842 | $80.1 萬 | 0.01% | −66−1.7% | 減碼 |
| Miller Howard Investments Inc | 3,737 | $77.9 萬 | 0.03% | +80+2.2% | 加碼 |
| HGK Asset Management Inc | 3,728 | $77.7 萬 | 0.15% | −458−10.9% | 減碼 |
| XTX Topco Ltd | 3,721 | $77.6 萬 | 0.07% | −167−4.3% | 減碼 |
| Creative Planning | 3,714 | $77.4 萬 | 0.00% | −218−5.5% | 減碼 |
| RSM US Wealth Management LLC | 3,659 | $77.2 萬 | 0.01% | +3,659 | 新進 |
| Algert Global LLC | 3,700 | $77.1 萬 | 0.03% | −22,398−85.8% | 減碼 |
| Nisa Investment Advisors, LLC | 3,685 | $76.8 萬 | 0.00% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 3,598 | $75.0 萬 | 0.02% | +25+0.7% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 3,331 | $69.4 萬 | 0.43% | +3,331 | 新進 |
| Nkcfo LLC | 3,300 | $68.8 萬 | 0.38% | +3,300 | 新進 |
| Central Asset Investments & Management Holdings (HK) Ltd | 3,300 | $68.8 萬 | 0.46% | −1,208−26.8% | 減碼 |
| Great Diamond Partners, LLC | 3,260 | $67.9 萬 | 0.16% | +6+0.2% | 加碼 |
| Pitcairn Co | 3,246 | $67.7 萬 | 0.04% | +205+6.7% | 加碼 |
| O'Rourke & Company, Inc | 3,096 | $64.5 萬 | 0.36% | +10.0% | 加碼 |
| Federated Hermes, Inc. | 3,036 | $63.3 萬 | 0.00% | −641−17.4% | 減碼 |
| Swedbank AB | 3,000 | $62.5 萬 | 0.00% | −2,800−48.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 2,974 | $62.0 萬 | 0.03% | +1,232+70.7% | 加碼 |
| CWM Advisors, LLC | 2,966 | $61.8 萬 | 0.07% | −1,198−28.8% | 減碼 |
| Janney Montgomery Scott LLC | 2,919 | $60.8 萬 | 0.00% | +179+6.5% | 加碼 |
| Securian Asset Management, Inc | 2,852 | $59.4 萬 | 0.02% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 2,791 | $58.2 萬 | 0.01% | +6+0.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 2,721 | $56.7 萬 | 0.00% | +171+6.7% | 加碼 |
| Maryland State Retirement & Pension System | 2,716 | $56.6 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 2,674 | $55.7 萬 | 0.01% | −163−5.7% | 減碼 |
| Sanctuary Advisors, LLC | 2,992 | $55.1 萬 | 0.00% | +2,992 | 新進 |
| Vident Advisory, LLC | 2,555 | $53.3 萬 | 0.01% | −231−8.3% | 減碼 |
| Custom Index Systems, LLC | 2,489 | $51.9 萬 | 0.30% | +2,489 | 新進 |
| Kendall Capital Management | 2,455 | $51.2 萬 | 0.17% | −935−27.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,450 | $51.0 萬 | 0.01% | −329−11.8% | 減碼 |
| Intrust Bank NA | 2,443 | $50.9 萬 | 0.05% | −66−2.6% | 減碼 |
| Diversify Wealth Management, LLC | 2,233 | $49.6 萬 | 0.06% | +2,233 | 新進 |
| Yorktown Management & Research Co Inc | 2,375 | $49.5 萬 | 0.53% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 2,372 | $49.4 萬 | 0.17% | 00.0% | 不變 |
| Hanlon Investment Management, Inc. | 2,352 | $49.0 萬 | 0.15% | +214+10.0% | 加碼 |
| Baird Financial Group, Inc. | 2,300 | $47.9 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 2,300 | $47.9 萬 | 0.00% | −57−2.4% | 減碼 |
| Engineers Gate Manager LP | 2,297 | $47.9 萬 | 0.01% | −854−27.1% | 減碼 |
| Consolidated Planning Corp | 2,284 | $47.6 萬 | 0.08% | +571+33.3% | 加碼 |
| Fox Run Management, L.L.C. | 2,228 | $46.4 萬 | 0.09% | +617+38.3% | 加碼 |
| Advisor Group Holdings, Inc. | 2,202 | $45.9 萬 | 0.00% | −7,099−76.3% | 減碼 |
| Zions Bancorporation, N.A. | 2,200 | $45.9 萬 | 0.04% | −1,532−41.1% | 減碼 |
| Inspire Advisors, LLC | 2,180 | $45.4 萬 | 0.06% | +2,180 | 新進 |
| Mount Yale Investment Advisors, LLC | 2,148 | $44.8 萬 | 0.04% | −28−1.3% | 減碼 |