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 3 季 13F 持有人
Evercore Inc. 在 2024/9/30 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
- 514
- 較 2024 年第 2 季 +46 家
- 持有股數
- 3,332 萬
- 較 2024 年第 2 季 +304.7 萬 (+10.1%)
- 總市值
- $84.1 億
- 較 2024 年第 2 季 +$21.0 億 (+33.2%)
- 新進機構
- 94
- 另有 161 家加碼
- 清倉機構
- 48
- 另有 171 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,842,460 | $9.73 億 | 0.02% | +122,017+3.3% | 加碼 |
| BlackRock, Inc. | 3,500,581 | $8.87 億 | 0.02% | +3,500,581 | 新進 |
| Boston Partners | 1,484,167 | $3.77 億 | 0.44% | −190,895−11.4% | 減碼 |
| Wellington Management Group LLP | 1,368,129 | $3.47 億 | 0.06% | +579,924+73.6% | 加碼 |
| Invesco Ltd. | 1,286,322 | $3.26 億 | 0.06% | +216,847+20.3% | 加碼 |
| State Street Corp | 1,099,160 | $2.78 億 | 0.01% | +10,629+1.0% | 加碼 |
| TD Asset Management Inc | 1,057,730 | $2.69 億 | 0.24% | +27,249+2.6% | 加碼 |
| Lord, Abbett & Co. LLC | 922,978 | $2.34 億 | 0.74% | +284,336+44.5% | 加碼 |
| Massachusetts Financial Services Co | 907,767 | $2.30 億 | 0.07% | −133,013−12.8% | 減碼 |
| JPMorgan Chase & Co | 802,912 | $2.03 億 | 0.02% | −145,980−15.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 733,004 | $1.86 億 | 0.73% | −12,231−1.6% | 減碼 |
| Geode Capital Management, LLC | 718,208 | $1.82 億 | 0.01% | +34,343+5.0% | 加碼 |
| Dimensional Fund Advisors LP | 591,874 | $1.50 億 | 0.04% | −206,077−25.8% | 減碼 |
| Morgan Stanley | 539,992 | $1.37 億 | 0.01% | −11,549−2.1% | 減碼 |
| FMR LLC | 451,822 | $1.14 億 | 0.01% | +378,999+520.4% | 加碼 |
| Bahl & Gaynor Inc | 435,921 | $1.10 億 | 0.57% | +9,669+2.3% | 加碼 |
| Norges Bank | 427,423 | $1.08 億 | 0.02% | +3,260+0.8% | 加碼 |
| Millennium Management LLC | 390,758 | $9,899 萬 | 0.09% | −274,814−41.3% | 減碼 |
| Bank of New York Mellon Corp | 376,032 | $9,526 萬 | 0.02% | −35,966−8.7% | 減碼 |
| Charles Schwab Investment Management Inc | 366,028 | $9,273 萬 | 0.02% | +97,268+36.2% | 加碼 |
| Primecap Management Co | 350,520 | $8,880 萬 | 0.07% | −254,030−42.0% | 減碼 |
| Fisher Asset Management, LLC | 320,228 | $8,113 萬 | 0.03% | +18,375+6.1% | 加碼 |
| Paralel Advisors LLC | 300,000 | $7,600 萬 | 3.32% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 270,965 | $6,865 萬 | 0.31% | +9,116+3.5% | 加碼 |
| Channing Capital Management, LLC | 270,647 | $6,857 萬 | 1.75% | −155,193−36.4% | 減碼 |
| Northern Trust Corp | 268,352 | $6,798 萬 | 0.01% | −13,622−4.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 261,475 | $6,624 萬 | 0.26% | +20,889+8.7% | 加碼 |
| Nuveen Asset Management, LLC | 257,667 | $6,528 萬 | 0.02% | −634−0.2% | 減碼 |
| Driehaus Capital Management LLC | 240,855 | $6,102 萬 | 0.52% | +59,422+32.8% | 加碼 |
| Franklin Resources Inc | 223,369 | $6,054 萬 | 0.02% | −2,918−1.3% | 減碼 |
| Boston Trust Walden Corp | 231,193 | $5,857 萬 | 0.41% | −68,597−22.9% | 減碼 |
| Goldman Sachs Group Inc | 218,785 | $5,543 萬 | 0.01% | +44,101+25.2% | 加碼 |
| Macquarie Group Ltd | 206,861 | $5,241 萬 | 0.06% | +17,784+9.4% | 加碼 |
| Bank of America Corp | 202,342 | $5,126 萬 | 0.00% | +15,174+8.1% | 加碼 |
| Neuberger Berman Group LLC | 179,692 | $4,552 萬 | 0.04% | −49,863−21.7% | 減碼 |
| American Century Companies Inc | 178,853 | $4,531 萬 | 0.03% | +19,861+12.5% | 加碼 |
| Principal Financial Group Inc | 163,968 | $4,154 萬 | 0.02% | −15,212−8.5% | 減碼 |
| Global Alpha Capital Management Ltd. | 157,160 | $3,981 萬 | 2.59% | +2,600+1.7% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 155,535 | $3,940 萬 | 0.35% | −190,935−55.1% | 減碼 |
| Schroder Investment Management Group | 153,195 | $3,893 萬 | 0.04% | −37,454−19.6% | 減碼 |
| Scout Investments, Inc. | 145,751 | $3,871 萬 | 1.02% | −116,396−44.4% | 減碼 |
| AQR Capital Management LLC | 150,502 | $3,804 萬 | 0.05% | +78,009+107.6% | 加碼 |
| Frontier Capital Management Co LLC | 146,510 | $3,712 萬 | 0.35% | −4,567−3.0% | 減碼 |
| Braun Stacey Associates Inc | 138,158 | $3,500 萬 | 1.33% | +11,422+9.0% | 加碼 |
| Cookson Peirce & Co Inc | 137,107 | $3,473 萬 | 1.63% | −202−0.1% | 減碼 |
| ProShare Advisors LLC | 136,023 | $3,446 萬 | 0.08% | −22,915−14.4% | 減碼 |
| Victory Capital Management Inc | 122,383 | $3,100 萬 | 0.03% | +1,593+1.3% | 加碼 |
| Envestnet Asset Management Inc | 120,683 | $3,057 萬 | 0.01% | +13,780+12.9% | 加碼 |
| Tudor Investment Corp Et Al | 117,303 | $2,972 萬 | 0.33% | +107,845+1,140.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 114,733 | $2,907 萬 | 0.07% | +114,733 | 新進 |
| Retirement Systems of Alabama | 113,777 | $2,882 萬 | 0.11% | −427−0.4% | 減碼 |
| STRS Ohio | 110,928 | $2,810 萬 | 0.11% | −1,012−0.9% | 減碼 |
| Man Group plc | 110,466 | $2,799 萬 | 0.08% | +21,520+24.2% | 加碼 |
| Glenmede Trust Co NA | 109,802 | $2,782 萬 | 0.13% | −7,878−6.7% | 減碼 |
| Royce & Associates LP | 100,924 | $2,557 萬 | 0.23% | −7,057−6.5% | 減碼 |
| UBS Asset Management Americas Inc | 99,346 | $2,517 萬 | 0.01% | −60,696−37.9% | 減碼 |
| Rhumbline Advisers | 96,973 | $2,457 萬 | 0.02% | −2,264−2.3% | 減碼 |
| WCM Investment Management, LLC | 95,366 | $2,424 萬 | 0.05% | −2,542−2.6% | 減碼 |
| Rockefeller Capital Management L.P. | 94,999 | $2,407 萬 | 0.06% | −2,324−2.4% | 減碼 |
| Great Lakes Advisors, LLC | 91,895 | $2,328 萬 | 0.19% | −24,655−21.2% | 減碼 |
| New York State Common Retirement Fund | 90,846 | $2,301 萬 | 0.03% | −42,700−32.0% | 減碼 |
| Holocene Advisors, LP | 86,520 | $2,192 萬 | 0.09% | +86,520 | 新進 |
| Nicholas Investment Partners, LP | 79,232 | $2,007 萬 | 1.84% | +7,697+10.8% | 加碼 |
| Two Sigma Investments, LP | 77,979 | $1,976 萬 | 0.04% | +34,351+78.7% | 加碼 |
| Basswood Capital Management, L.L.C. | 76,420 | $1,936 萬 | 1.00% | 00.0% | 不變 |
| California Public Employees Retirement System | 75,742 | $1,919 萬 | 0.01% | −505−0.7% | 減碼 |
| F/M Investments LLC | 75,722 | $1,918 萬 | 0.66% | −444−0.6% | 減碼 |
| Moran Wealth Management, LLC | 75,058 | $1,902 萬 | 0.59% | +19,948+36.2% | 加碼 |
| Nitorum Capital, L.P. | 74,571 | $1,889 萬 | 1.90% | −13,924−15.7% | 減碼 |
| Swiss National Bank | 71,400 | $1,809 萬 | 0.01% | −900−1.2% | 減碼 |
| Raymond James & Associates | 70,902 | $1,796 萬 | 0.01% | −714−1.0% | 減碼 |
| Ameriprise Financial Inc | 70,596 | $1,788 萬 | 0.00% | −3,753−5.0% | 減碼 |
| Legal & General Group Plc | 70,303 | $1,781 萬 | 0.00% | +1,586+2.3% | 加碼 |
| First Eagle Investment Management, LLC | 70,081 | $1,775 萬 | 0.04% | −700−1.0% | 減碼 |
| Russell Investments Group, Ltd. | 69,788 | $1,768 萬 | 0.03% | +9,611+16.0% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 69,445 | $1,759 萬 | 0.98% | −38,314−35.6% | 減碼 |
| State of Wisconsin Investment Board | 68,989 | $1,748 萬 | 0.04% | −94−0.1% | 減碼 |
| CCM Investment Advisers LLC | 66,127 | $1,675 萬 | 1.87% | −10,084−13.2% | 減碼 |
| Qube Research & Technologies Ltd | 63,353 | $1,605 萬 | 0.03% | +49,591+360.3% | 加碼 |
| Alliancebernstein L.P. | 62,363 | $1,580 萬 | 0.01% | −16,477−20.9% | 減碼 |
| Two Sigma Advisers, LP | 62,200 | $1,576 萬 | 0.04% | +8,000+14.8% | 加碼 |
| Fort Washington Investment Advisors Inc | 59,718 | $1,513 萬 | 0.09% | −12,090−16.8% | 減碼 |
| Wells Fargo & Company | 59,554 | $1,509 萬 | 0.00% | +5,888+11.0% | 加碼 |
| GW&K Investment Management, LLC | 56,563 | $1,433 萬 | 0.12% | +12,389+28.0% | 加碼 |
| Thrivent Financial for Lutherans | 54,360 | $1,377 萬 | 0.03% | −7,032−11.5% | 減碼 |
| UBS Group AG | 54,303 | $1,376 萬 | 0.00% | +8,965+19.8% | 加碼 |
| Royal Bank of Canada | 53,957 | $1,367 萬 | 0.00% | +17,343+47.4% | 加碼 |
| Allianz Asset Management GmbH | 53,393 | $1,353 萬 | 0.02% | −6,218−10.4% | 減碼 |
| New York State Teachers Retirement System | 50,883 | $1,289 萬 | 0.03% | 00.0% | 不變 |
| Peregrine Capital Management LLC | 50,485 | $1,279 萬 | 0.39% | −11,582−18.7% | 減碼 |
| AE Wealth Management LLC | 46,446 | $1,177 萬 | 0.11% | +6,453+16.1% | 加碼 |
| Castleark Management LLC | 44,880 | $1,137 萬 | 0.46% | −1,660−3.6% | 減碼 |
| Cresset Asset Management, LLC | 44,567 | $1,129 萬 | 0.04% | +919+2.1% | 加碼 |
| Natixis Advisors, L.P. | 43,288 | $1,097 萬 | 0.02% | −32,617−43.0% | 減碼 |
| Dorsey Wright & Associates | 43,223 | $1,095 萬 | 2.59% | +13,707+46.4% | 加碼 |
| Corebridge Financial, Inc. | 42,162 | $1,068 萬 | 0.06% | −2,663−5.9% | 減碼 |
| Jackson Wealth Management, LLC | 39,592 | $1,003 萬 | 1.20% | +15,744+66.0% | 加碼 |
| Brandywine Global Investment Management, LLC | 36,982 | $1,002 萬 | 0.07% | −939−2.5% | 減碼 |
| SEI Investments Co | 39,540 | $1,002 萬 | 0.01% | −3,337−7.8% | 減碼 |
| Rheos Capital Works Inc. | 37,000 | $937.4 萬 | 0.49% | +37,000 | 新進 |