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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 7,314 | $185.3 萬 | 0.06% | −223−3.0% | 減碼 |
| Wambolt & Associates, LLC | 7,754 | $194.6 萬 | 0.53% | +20+0.3% | 加碼 |
| Caitlin John, LLC | 6,492 | $195.9 萬 | 1.26% | −1,090−14.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,859 | $199.1 萬 | 0.01% | +5+0.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,861 | $199.2 萬 | 0.01% | +414+5.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,910 | $200.4 萬 | 0.05% | +10.0% | 加碼 |
| Deutsche Bank AG | 7,986 | $202.3 萬 | 0.00% | −7,808−49.4% | 減碼 |
| QSV Equity Investors LLC | 7,999 | $202.6 萬 | 1.90% | 00.0% | 不變 |
| Amundi | 8,226 | $204.5 萬 | 0.00% | +8,226 | 新進 |
| Bank of Montreal | 8,117 | $206.3 萬 | 0.00% | −43,062−84.1% | 減碼 |
| First Trust Advisors LP | 8,149 | $206.4 萬 | 0.00% | −8,807−51.9% | 減碼 |
| Dana Investment Advisors, Inc. | 8,198 | $207.7 萬 | 0.07% | −29−0.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 8,339 | $211.1 萬 | 0.01% | +2,699+47.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 7,876 | $213.5 萬 | 0.02% | +538+7.3% | 加碼 |
| JustInvest LLC | 8,440 | $213.8 萬 | 0.03% | +508+6.4% | 加碼 |
| State of Michigan Retirement System | 8,505 | $215.5 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 8,748 | $221.6 萬 | 0.00% | −15−0.2% | 減碼 |
| Caption Management, LLC | 8,751 | $221.7 萬 | 0.24% | +8,751 | 新進 |
| Shilanski & Associates, Inc. | 8,754 | $221.8 萬 | 0.72% | +354+4.2% | 加碼 |
| Lisanti Capital Growth, LLC | 8,765 | $222.1 萬 | 0.56% | +8,765 | 新進 |
| Atria Investments LLC | 8,830 | $223.7 萬 | 0.03% | +2,576+41.2% | 加碼 |
| CI Private Wealth, LLC | 8,923 | $226.1 萬 | 0.00% | −138−1.5% | 減碼 |
| Eagle Rock Investment Company, LLC | 9,263 | $234.7 萬 | 0.39% | 00.0% | 不變 |
| Jane Street Group, LLC | 9,263 | $234.7 萬 | 0.00% | −58,847−86.4% | 減碼 |
| Nisa Investment Advisors, LLC | 9,420 | $238.6 萬 | 0.01% | +5,735+155.6% | 加碼 |
| Great Diamond Partners, LLC | 9,458 | $239.6 萬 | 0.61% | +6,198+190.1% | 加碼 |
| Campbell Newman Asset Management Inc | 9,603 | $243.3 萬 | 0.18% | −156−1.6% | 減碼 |
| Louisiana State Employees Retirement System | 9,900 | $250.8 萬 | 0.05% | −100−1.0% | 減碼 |
| Credit Agricole S A | 9,939 | $251.8 萬 | 0.01% | +9,939 | 新進 |
| Prescott Group Capital Management, L.L.C. | 9,940 | $251.8 萬 | 0.37% | +3,000+43.2% | 加碼 |
| TD Waterhouse Canada Inc. | 10,182 | $255.7 萬 | 0.02% | +1,129+12.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 10,197 | $258.3 萬 | 0.00% | −81−0.8% | 減碼 |
| Susquehanna International Group, LLP | 10,299 | $260.9 萬 | 0.00% | +6,098+145.2% | 加碼 |
| Citigroup Inc | 10,310 | $261.2 萬 | 0.00% | +3,937+61.8% | 加碼 |
| Arizona State Retirement System | 10,537 | $266.9 萬 | 0.02% | +251+2.4% | 加碼 |
| Cetera Investment Advisers | 10,661 | $270.1 萬 | 0.01% | +5,006+88.5% | 加碼 |
| Advisory Services Network, LLC | 13,177 | $274.7 萬 | 0.06% | 00.0% | 不變 |
| US Bancorp | 10,968 | $277.9 萬 | 0.00% | −1,846−14.4% | 減碼 |
| Handelsbanken Fonder AB | 11,037 | $279.6 萬 | 0.01% | +4,100+59.1% | 加碼 |
| EFG Asset Management (North America) Corp. | 11,064 | $280.2 萬 | 0.47% | −44−0.4% | 減碼 |
| Tremblant Capital Group | 11,517 | $291.8 萬 | 0.33% | +866+8.1% | 加碼 |
| Brinker Capital Investments, LLC | 11,852 | $300.2 萬 | 0.03% | −1,675−12.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 11,852 | $300.2 萬 | 0.03% | −1,675−12.4% | 減碼 |
| Rocky Mountain Advisers, LLC | 11,900 | $301.5 萬 | 0.92% | 00.0% | 不變 |
| Cinctive Capital Management LP | 12,035 | $304.9 萬 | 0.17% | +12,035 | 新進 |
| State of New Jersey Common Pension Fund D | 12,099 | $306.5 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 12,206 | $309.2 萬 | 0.01% | −834−6.4% | 減碼 |
| Essex Investment Management Co LLC | 12,407 | $314.3 萬 | 0.55% | +34+0.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 12,426 | $314.8 萬 | 0.00% | +7,397+147.1% | 加碼 |
| Catalyst Capital Advisors LLC | 12,600 | $319.2 萬 | 0.07% | −400−3.1% | 減碼 |
| South Dakota Investment Council | 12,822 | $324.8 萬 | 0.06% | 00.0% | 不變 |
| Bridge City Capital, LLC | 12,908 | $327.0 萬 | 0.90% | +1,854+16.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 12,920 | $327.3 萬 | 0.00% | +12,920 | 新進 |
| Advisors Asset Management, Inc. | 13,119 | $332.4 萬 | 0.06% | −6,962−34.7% | 減碼 |
| Algert Global LLC | 13,120 | $332.4 萬 | 0.09% | +9,420+254.6% | 加碼 |
| Hancock Whitney Corp | 13,159 | $333.4 萬 | 0.11% | −727−5.2% | 減碼 |
| Yousif Capital Management, LLC | 13,555 | $343.4 萬 | 0.04% | −1,804−11.7% | 減碼 |
| Alyeska Investment Group, L.P. | 14,517 | $367.8 萬 | 0.02% | +14,517 | 新進 |
| Mariner, LLC | 14,675 | $371.8 萬 | 0.01% | −206−1.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 14,696 | $372.3 萬 | 0.04% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. Holding AG | 14,696 | $372.3 萬 | 0.04% | +14,696 | 新進 |
| State of Tennessee, Treasury Department | 14,770 | $374.2 萬 | 0.01% | 00.0% | 不變 |
| Teza Capital Management LLC | 14,781 | $374.5 萬 | 0.41% | +14,781 | 新進 |
| Harbor Advisors LLC | 15,000 | $380.0 萬 | 0.64% | 00.0% | 不變 |
| Comerica Bank | 15,399 | $390.1 萬 | 0.02% | −6,918−31.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 15,631 | $396.0 萬 | 0.01% | −1,005−6.0% | 減碼 |
| Legato Capital Management LLC | 15,709 | $398.0 萬 | 0.49% | +1,490+10.5% | 加碼 |
| Advisors Capital Management, LLC | 16,265 | $412.1 萬 | 0.07% | −154−0.9% | 減碼 |
| Treasurer of the State of North Carolina | 16,531 | $418.8 萬 | 0.02% | +63+0.4% | 加碼 |
| Janus Henderson Group PLC | 16,665 | $422.0 萬 | 0.00% | −800−4.6% | 減碼 |
| Trexquant Investment LP | 16,784 | $425.2 萬 | 0.05% | +16,784 | 新進 |
| EAM Investors, LLC | 17,046 | $431.8 萬 | 0.65% | +6,162+56.6% | 加碼 |
| Monument Capital Management | 17,126 | $433.9 萬 | 1.20% | −143−0.8% | 減碼 |
| Amalgamated Bank | 17,466 | $442.5 萬 | 0.04% | −477−2.7% | 減碼 |
| Quantinno Capital Management LP | 17,588 | $445.6 萬 | 0.06% | +4,044+29.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 17,917 | $453.9 萬 | 0.04% | −811−4.3% | 減碼 |
| LPL Financial LLC | 18,256 | $462.5 萬 | 0.00% | +9,724+114.0% | 加碼 |
| EAM Global Investors LLC | 18,281 | $463.1 萬 | 0.93% | +18,281 | 新進 |
| MetLife Investment Management | 18,431 | $466.9 萬 | 0.03% | −237−1.3% | 減碼 |
| Centric Wealth Management | 15,060 | $475.9 萬 | 1.28% | −348−2.3% | 減碼 |
| Mutual of America Capital Management LLC | 19,270 | $488.2 萬 | 0.05% | −1,018−5.0% | 減碼 |
| Public Employees Retirement System of Ohio | 19,565 | $495.7 萬 | 0.02% | −2,537−11.5% | 減碼 |
| Empowered Funds, LLC | 19,983 | $506.2 萬 | 0.08% | −2,850−12.5% | 減碼 |
| Colony Group, LLC | 20,818 | $527.4 萬 | 0.02% | +19,328+1,297.2% | 加碼 |
| Van Eck Associates Corp | 20,882 | $538.2 萬 | 0.01% | +5,967+40.0% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 22,291 | $564.7 萬 | 0.47% | −45,152−66.9% | 減碼 |
| Gotham Asset Management, LLC | 22,592 | $572.3 萬 | 0.06% | −1,644−6.8% | 減碼 |
| Cerity Partners LLC | 23,177 | $587.2 萬 | 0.01% | +3,006+14.9% | 加碼 |
| Price T Rowe Associates Inc | 23,292 | $590.1 萬 | 0.00% | −259,402−91.8% | 減碼 |
| Stifel Financial Corp | 23,377 | $592.2 萬 | 0.01% | +11,468+96.3% | 加碼 |
| Barclays PLC | 24,251 | $614.4 萬 | 0.00% | +798+3.4% | 加碼 |
| Bridgewater Associates, LP | 24,763 | $627.3 萬 | 0.04% | +6,872+38.4% | 加碼 |
| Sarasin & Partners LLP | 25,000 | $633.4 萬 | 0.06% | 00.0% | 不變 |
| Lazard Asset Management LLC | 25,693 | $650.9 萬 | 0.01% | −9,761−27.5% | 減碼 |
| Guggenheim Capital LLC | 26,633 | $674.7 萬 | 0.05% | +3,829+16.8% | 加碼 |
| Alps Advisors Inc | 27,783 | $703.9 萬 | 0.05% | −20,605−42.6% | 減碼 |
| Verdence Capital Advisors LLC | 28,132 | $712.7 萬 | 0.57% | +886+3.3% | 加碼 |
| Teacher Retirement System of Texas | 28,981 | $734.2 萬 | 0.03% | +9,560+49.2% | 加碼 |
| Ensign Peak Advisors, Inc | 29,027 | $735.4 萬 | 0.01% | −655−2.2% | 減碼 |
| Alberta Investment Management Corp | 29,211 | $740.0 萬 | 0.06% | +2,538+9.5% | 加碼 |