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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 2,073 | $52.5 萬 | 0.03% | −11−0.5% | 減碼 |
| Jump Financial, LLC | 2,110 | $53.5 萬 | 0.01% | +2,110 | 新進 |
| Mount Yale Investment Advisors, LLC | 2,136 | $54.1 萬 | 0.05% | −12−0.6% | 減碼 |
| Diversify Wealth Management, LLC | 2,109 | $54.4 萬 | 0.05% | −124−5.6% | 減碼 |
| M&T Bank Corp | 2,147 | $54.4 萬 | 0.00% | +149+7.5% | 加碼 |
| SG Americas Securities, LLC | 2,224 | $56.3 萬 | 0.00% | +2,224 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 2,288 | $58.0 萬 | 0.00% | −12−0.5% | 減碼 |
| Baird Financial Group, Inc. | 2,300 | $58.3 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,325 | $58.9 萬 | 0.00% | +123+5.6% | 加碼 |
| Yorktown Management & Research Co Inc | 2,375 | $60.2 萬 | 0.62% | 00.0% | 不變 |
| Winton Group Ltd | 2,377 | $60.2 萬 | 0.04% | +2,377 | 新進 |
| Argonautica Private Wealth Management, Inc | 2,382 | $60.3 萬 | 0.20% | +10+0.4% | 加碼 |
| Mercer Global Advisors Inc | 2,417 | $60.7 萬 | 0.00% | +2,417 | 新進 |
| nVerses Capital, LLC | 2,400 | $60.8 萬 | 0.28% | +700+41.2% | 加碼 |
| Absolute Capital Management, LLC | 2,420 | $61.3 萬 | 0.36% | +2,420 | 新進 |
| Petrus Trust Company, LTA | 2,451 | $62.1 萬 | 0.06% | +2,451 | 新進 |
| Proequities, Inc. | 2,474 | $62.7 萬 | 0.04% | +630+34.2% | 加碼 |
| Moody Aldrich Partners LLC | 2,508 | $63.5 萬 | 0.12% | −30,120−92.3% | 減碼 |
| Commonwealth Equity Services, LLC | 2,549 | $64.6 萬 | 0.00% | +882+52.9% | 加碼 |
| Intrust Bank NA | 2,554 | $64.7 萬 | 0.06% | +111+4.5% | 加碼 |
| Vident Advisory, LLC | 2,576 | $65.3 萬 | 0.02% | +21+0.8% | 加碼 |
| Keybank National Association | 2,645 | $67.0 萬 | 0.00% | −1,500−36.2% | 減碼 |
| International Assets Investment Management, LLC | 171,880 | $67.8 萬 | 0.00% | +171,880 | 新進 |
| Janney Montgomery Scott LLC | 2,730 | $69.2 萬 | 0.00% | −189−6.5% | 減碼 |
| Quadrature Capital Ltd | 2,740 | $69.4 萬 | 0.02% | +2,740 | 新進 |
| Zions Bancorporation, N.A. | 2,751 | $69.7 萬 | 0.05% | +551+25.0% | 加碼 |
| Securian Asset Management, Inc | 2,752 | $69.7 萬 | 0.02% | −100−3.5% | 減碼 |
| Illinois Municipal Retirement Fund | 2,791 | $70.7 萬 | 0.01% | +2,791 | 新進 |
| Pitcairn Co | 2,797 | $70.9 萬 | 0.04% | −449−13.8% | 減碼 |
| Coldstream Capital Management Inc | 2,799 | $71.1 萬 | 0.02% | +8+0.3% | 加碼 |
| Summit Global Investments | 2,811 | $71.2 萬 | 0.05% | −5,133−64.6% | 減碼 |
| Swedbank AB | 3,000 | $76.0 萬 | 0.00% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 3,048 | $77.2 萬 | 0.02% | −550−15.3% | 減碼 |
| Federated Hermes, Inc. | 3,060 | $77.5 萬 | 0.00% | +24+0.8% | 加碼 |
| HGK Asset Management Inc | 3,075 | $77.9 萬 | 0.14% | −653−17.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,172 | $80.3 萬 | 0.01% | +722+29.5% | 加碼 |
| Miller Howard Investments Inc | 3,173 | $80.4 萬 | 0.02% | −564−15.1% | 減碼 |
| O'Rourke & Company, Inc | 3,245 | $82.2 萬 | 0.41% | +149+4.8% | 加碼 |
| Calamos Advisors LLC | 3,285 | $83.2 萬 | 0.00% | +3,285 | 新進 |
| Aviance Capital Partners, LLC | 3,415 | $86.5 萬 | 0.11% | −610−15.2% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 3,459 | $87.6 萬 | 0.51% | +128+3.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 3,537 | $89.6 萬 | 0.00% | +816+30.0% | 加碼 |
| Commerce Bank | 3,622 | $91.8 萬 | 0.01% | −220−5.7% | 減碼 |
| Walleye Capital LLC | 3,664 | $92.8 萬 | 0.01% | −62,505−94.5% | 減碼 |
| Cornerstone Investment Partners, LLC | 3,715 | $94.1 萬 | 0.05% | −9,180−71.2% | 減碼 |
| Seven Eight Capital, LP | 3,737 | $94.7 萬 | 0.08% | +3,737 | 新進 |
| Isthmus Partners, LLC | 3,860 | $97.8 萬 | 0.12% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 3,882 | $98.3 萬 | 0.00% | 00.0% | 不變 |
| Xponance, Inc. | 3,945 | $99.9 萬 | 0.01% | +28+0.7% | 加碼 |
| Private Client Services, LLC | 3,951 | $100.1 萬 | 0.54% | +3,951 | 新進 |
| Magnetar Financial LLC | 3,954 | $100.2 萬 | 0.02% | +3,954 | 新進 |
| Creative Planning | 4,043 | $102.4 萬 | 0.00% | +329+8.9% | 加碼 |
| BNP Paribas | 4,066 | $103.0 萬 | 0.04% | −99−2.4% | 減碼 |
| Verition Fund Management LLC | 4,152 | $105.2 萬 | 0.01% | +4,152 | 新進 |
| Ransom Advisory, Ltd | 4,200 | $106.4 萬 | 0.50% | 00.0% | 不變 |
| MML Investors Services, LLC | 4,260 | $107.9 萬 | 0.00% | +29+0.7% | 加碼 |
| Sanctuary Advisors, LLC | 3,485 | $108.5 萬 | 0.01% | +493+16.5% | 加碼 |
| TD Private Client Wealth LLC | 4,319 | $109.4 萬 | 0.03% | +111+2.6% | 加碼 |
| TownSquare Capital, LLC | 4,330 | $109.7 萬 | 0.01% | +163+3.9% | 加碼 |
| Riverwater Partners LLC | 4,447 | $110.6 萬 | 0.55% | −3,942−47.0% | 減碼 |
| RSM US Wealth Management LLC | 4,438 | $111.4 萬 | 0.02% | +779+21.3% | 加碼 |
| Bridges Investment Management Inc | 4,399 | $111.4 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 4,423 | $112.1 萬 | 0.00% | +303+7.4% | 加碼 |
| Sit Investment Associates Inc | 4,450 | $112.7 萬 | 0.03% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 4,547 | $115.2 萬 | 0.36% | 00.0% | 不變 |
| Freedom Day Solutions, LLC | 4,608 | $116.7 萬 | 0.36% | +25+0.5% | 加碼 |
| CWM Advisors, LLC | 4,608 | $116.7 萬 | 0.12% | +1,642+55.4% | 加碼 |
| Pictet Asset Management Holding SA | 4,701 | $119.1 萬 | 0.00% | −140−2.9% | 減碼 |
| Mackenzie Financial Corp | 4,761 | $120.6 萬 | 0.00% | +4,761 | 新進 |
| Angeles Wealth Management, LLC | 4,816 | $122.0 萬 | 0.11% | +16+0.3% | 加碼 |
| Summit Place Financial Advisors, LLC | 4,932 | $124.9 萬 | 0.70% | −901−15.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 5,117 | $129.6 萬 | 0.35% | −36−0.7% | 減碼 |
| Asset Management One Co.,Ltd. | 5,145 | $130.3 萬 | 0.00% | −899−14.9% | 減碼 |
| Pacer Advisors, Inc. | 5,187 | $131.4 萬 | 0.00% | −1,513−22.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 5,341 | $135.3 萬 | 0.00% | −208−3.7% | 減碼 |
| Hanlon Investment Management, Inc. | 5,342 | $135.3 萬 | 0.38% | +2,990+127.1% | 加碼 |
| Lecap Asset Management Ltd | 5,380 | $136.3 萬 | 0.29% | +644+13.6% | 加碼 |
| First Hawaiian Bank | 5,394 | $136.7 萬 | 0.04% | −805−13.0% | 減碼 |
| HighTower Advisors, LLC | 5,377 | $137.3 萬 | 0.00% | +547+11.3% | 加碼 |
| Foster & Motley Inc | 5,501 | $139.4 萬 | 0.09% | −963−14.9% | 減碼 |
| Engineers Gate Manager LP | 5,596 | $141.8 萬 | 0.03% | +3,299+143.6% | 加碼 |
| Ausbil Investment Management Ltd | 5,629 | $142.6 萬 | 0.49% | +1,573+38.8% | 加碼 |
| Consolidated Planning Corp | 5,737 | $145.3 萬 | 0.22% | +3,453+151.2% | 加碼 |
| Deltec Asset Management LLC | 5,760 | $145.9 萬 | 0.29% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5,773 | $146.3 萬 | 0.00% | −179−3.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 5,786 | $146.6 萬 | 0.16% | +5,786 | 新進 |
| BancorpSouth Bank | 6,007 | $152.2 萬 | 0.10% | −22−0.4% | 減碼 |
| Vestcor Inc | 6,268 | $158.8 萬 | 0.05% | +995+18.9% | 加碼 |
| Radnor Capital Management, LLC | 6,280 | $159.1 萬 | 0.24% | −20−0.3% | 減碼 |
| DGS Capital Management, LLC | 6,397 | $162.1 萬 | 0.44% | +79+1.3% | 加碼 |
| James Investment Research Inc | 6,774 | $171.6 萬 | 0.20% | 00.0% | 不變 |
| Valley National Advisers Inc | 6,844 | $173.2 萬 | 0.31% | −5,626−45.1% | 減碼 |
| Campbell & CO Investment Adviser LLC | 7,089 | $179.6 萬 | 0.13% | +7,089 | 新進 |
| Centiva Capital, LP | 7,092 | $179.7 萬 | 0.08% | +7,092 | 新進 |
| Fifth Third Bancorp | 7,151 | $181.2 萬 | 0.01% | +7+0.1% | 加碼 |
| Nations Financial Group Inc, | 7,156 | $181.3 萬 | 0.13% | +314+4.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 7,231 | $183.2 萬 | 0.03% | −116−1.6% | 減碼 |
| Washington Trust Advisors, Inc. | 7,245 | $183.5 萬 | 0.16% | 00.0% | 不變 |
| HSBC Holdings PLC | 7,269 | $183.9 萬 | 0.00% | −3,184−30.5% | 減碼 |
| New Mexico Educational Retirement Board | 7,300 | $184.9 萬 | 0.06% | 00.0% | 不變 |