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 |
|---|---|---|---|---|---|
| nVerses Capital, LLC | 2,400 | $60.8 萬 | 0.28% | +700+41.2% | 加碼 |
| Mercer Global Advisors Inc | 2,417 | $60.7 萬 | 0.00% | +2,417 | 新進 |
| Argonautica Private Wealth Management, Inc | 2,382 | $60.3 萬 | 0.20% | +10+0.4% | 加碼 |
| Winton Group Ltd | 2,377 | $60.2 萬 | 0.04% | +2,377 | 新進 |
| Yorktown Management & Research Co Inc | 2,375 | $60.2 萬 | 0.62% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,325 | $58.9 萬 | 0.00% | +123+5.6% | 加碼 |
| Baird Financial Group, Inc. | 2,300 | $58.3 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 2,288 | $58.0 萬 | 0.00% | −12−0.5% | 減碼 |
| SG Americas Securities, LLC | 2,224 | $56.3 萬 | 0.00% | +2,224 | 新進 |
| M&T Bank Corp | 2,147 | $54.4 萬 | 0.00% | +149+7.5% | 加碼 |
| Diversify Wealth Management, LLC | 2,109 | $54.4 萬 | 0.05% | −124−5.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 2,136 | $54.1 萬 | 0.05% | −12−0.6% | 減碼 |
| Jump Financial, LLC | 2,110 | $53.5 萬 | 0.01% | +2,110 | 新進 |
| Flagship Harbor Advisors, LLC | 2,073 | $52.5 萬 | 0.03% | −11−0.5% | 減碼 |
| Maryland State Retirement & Pension System | 2,049 | $51.9 萬 | 0.01% | −667−24.6% | 減碼 |
| Bryn Mawr Trust Co | 2,020 | $51.2 萬 | 0.01% | +2,020 | 新進 |
| MQS Management LLC | 2,008 | $50.9 萬 | 0.28% | +2,008 | 新進 |
| NewEdge Wealth, LLC | 1,998 | $50.6 萬 | 0.01% | +74+3.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,982 | $50.2 萬 | 0.00% | +101+5.4% | 加碼 |
| XTX Topco Ltd | 1,976 | $50.1 萬 | 0.04% | −1,745−46.9% | 減碼 |
| Utah Retirement Systems | 1,900 | $48.1 萬 | 0.01% | 00.0% | 不變 |
| Hardy Reed LLC | 1,854 | $47.0 萬 | 0.04% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 1,814 | $46.0 萬 | 0.28% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 1,810 | $45.9 萬 | 0.00% | +340+23.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,805 | $45.7 萬 | 0.01% | +793+78.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,803 | $45.7 萬 | 0.02% | −1,171−39.4% | 減碼 |
| Greenleaf Trust | 1,794 | $45.4 萬 | 0.00% | 00.0% | 不變 |
| Aviva PLC | 1,769 | $44.8 萬 | 0.00% | +1,769 | 新進 |
| Evercore Wealth Management, LLC | 1,720 | $43.6 萬 | 0.01% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 1,709 | $43.3 萬 | 0.01% | +1,709 | 新進 |
| CWM, LLC | 1,665 | $42.2 萬 | 0.00% | +1,403+535.5% | 加碼 |
| Intech Investment Management LLC | 1,663 | $42.1 萬 | 0.00% | −3,910−70.2% | 減碼 |
| New Century Financial Group, LLC | 1,620 | $41.0 萬 | 0.15% | −54−3.2% | 減碼 |
| Blair William & Co | 1,599 | $40.5 萬 | 0.00% | −29−1.8% | 減碼 |
| EP Wealth Advisors, LLC | 1,596 | $40.4 萬 | 0.00% | +1,596 | 新進 |
| Manchester Capital Management LLC | 1,577 | $40.0 萬 | 0.05% | +669+73.7% | 加碼 |
| Ieq Capital, LLC | 1,566 | $39.7 萬 | 0.00% | +1,566 | 新進 |
| Chiron Investment Management, LLC | 1,557 | $39.4 萬 | 0.14% | 00.0% | 不變 |
| Toronto Dominion Bank | 1,552 | $39.3 萬 | 0.00% | +413+36.3% | 加碼 |
| First Bank & Trust | 1,549 | $39.2 萬 | 0.07% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 1,500 | $38.0 萬 | 0.00% | +1,500 | 新進 |
| Ronald Blue Trust, Inc. | 1,819 | $37.9 萬 | 0.00% | +479+35.7% | 加碼 |
| Journey Strategic Wealth LLC | 1,496 | $37.9 萬 | 0.01% | +2+0.1% | 加碼 |
| Pekin Hardy Strauss, Inc. | 1,475 | $37.4 萬 | 0.05% | −630−29.9% | 減碼 |
| Parallel Advisors, LLC | 1,423 | $36.1 萬 | 0.01% | −7−0.5% | 減碼 |
| Kendall Capital Management | 1,415 | $35.8 萬 | 0.11% | −1,040−42.4% | 減碼 |
| Shelton Capital Management | 1,401 | $35.5 萬 | 0.01% | −46−3.2% | 減碼 |
| Renaissance Technologies LLC | 1,400 | $35.5 萬 | 0.00% | −10,600−88.3% | 減碼 |
| Bond & Devick Financial Network, Inc. | 1,400 | $35.5 萬 | 0.15% | 00.0% | 不變 |
| Sterling Capital Management LLC | 1,368 | $34.7 萬 | 0.00% | +1,368 | 新進 |
| Inceptionr LLC | 1,342 | $34.0 萬 | 0.08% | +1,342 | 新進 |
| Shell Asset Management Co | 1,339 | $33.9 萬 | 0.01% | +1,339 | 新進 |
| Schonfeld Strategic Advisors LLC | 1,328 | $33.6 萬 | 0.00% | +1,328 | 新進 |
| Net Worth Advisory Group | 1,291 | $32.7 萬 | 0.10% | +1,291 | 新進 |
| Hamilton Capital Partners Inc. | 1,266 | $32.1 萬 | 0.03% | 00.0% | 不變 |
| Insight Wealth Partners, LLC | 1,223 | $31.0 萬 | 0.19% | +55+4.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,222 | $31.0 萬 | 0.02% | +8+0.7% | 加碼 |
| Ritholtz Wealth Management | 1,213 | $30.7 萬 | 0.01% | +131+12.1% | 加碼 |
| Strategy Asset Managers LLC | 1,210 | $30.7 萬 | 0.06% | +1,210 | 新進 |
| Omers Administration Corp | 1,200 | $30.4 萬 | 0.00% | +1,200 | 新進 |
| Oak Thistle LLC | 1,178 | $29.8 萬 | 0.10% | +1,178 | 新進 |
| Linden Thomas Advisory Services, LLC | 1,168 | $29.6 萬 | 0.04% | +75+6.9% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 1,144 | $29.0 萬 | 0.06% | +1,144 | 新進 |
| United Capital Financial Advisers, LLC | 1,118 | $28.3 萬 | 0.00% | +1,118 | 新進 |
| CIBC Asset Management Inc | 1,116 | $28.3 萬 | 0.00% | +41+3.8% | 加碼 |
| Metis Global Partners, LLC | 1,111 | $28.1 萬 | 0.01% | −107−8.8% | 減碼 |
| Belpointe Asset Management LLC | 1,068 | $27.1 萬 | 0.02% | +1,068 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 1,062 | $26.9 萬 | 0.04% | −158−13.0% | 減碼 |
| Fielder Capital Group LLC | 1,058 | $26.8 萬 | 0.09% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 1,035 | $26.2 萬 | 0.01% | +27+2.7% | 加碼 |
| Ci Investments Inc. | 1,036 | $26.2 萬 | 0.00% | +94+10.0% | 加碼 |
| Valeo Financial Advisors, LLC | 1,020 | $25.8 萬 | 0.01% | −500−32.9% | 減碼 |
| KBC Group NV | 1,018 | $25.8 萬 | 0.00% | +104+11.4% | 加碼 |
| Burns Matteson Capital Management, LLC | 1,008 | $25.5 萬 | 0.14% | +16+1.6% | 加碼 |
| Summit Trail Advisors, LLC | 1,004 | $25.4 萬 | 0.01% | +1,004 | 新進 |
| Heritage Wealth Management, Inc. | 1,000 | $25.3 萬 | 0.08% | 00.0% | 不變 |
| Courier Capital LLC | 1,000 | $25.3 萬 | 0.02% | 00.0% | 不變 |
| Versor Investments LP | 1,000 | $25.3 萬 | 0.04% | +1,000 | 新進 |
| Narus Financial Partners, LLC | 999 | $25.3 萬 | 0.09% | 00.0% | 不變 |
| Profund Advisors LLC | 990 | $25.1 萬 | 0.01% | −3−0.3% | 減碼 |
| Portside Wealth Group, LLC | 972 | $24.6 萬 | 0.04% | +972 | 新進 |
| Ingalls & Snyder LLC | 972 | $24.6 萬 | 0.01% | +972 | 新進 |
| Investment House LLC | 950 | $24.1 萬 | 0.01% | +950 | 新進 |
| National Bank of Canada | 945 | $23.9 萬 | 0.00% | −80−7.8% | 減碼 |
| Wealthstream Advisors, Inc. | 944 | $23.9 萬 | 0.04% | +944 | 新進 |
| Jones Financial Companies LLLP | 935 | $23.8 萬 | 0.00% | +310+49.6% | 加碼 |
| Savant Capital, LLC | 936 | $23.7 萬 | 0.00% | +936 | 新進 |
| Impact Partnership Wealth, LLC | 933 | $23.6 萬 | 0.05% | −151−13.9% | 減碼 |
| Citadel Advisors LLC | 927 | $23.5 萬 | 0.00% | −379,218−99.8% | 減碼 |
| Moody National Bank Trust Division | 911 | $23.1 萬 | 0.02% | +911 | 新進 |
| Quest Partners LLC | 900 | $22.8 萬 | 0.02% | +900 | 新進 |
| Trust Point Inc. | 900 | $22.8 萬 | 0.02% | +900 | 新進 |
| Wealthspire Advisors, LLC | 889 | $22.5 萬 | 0.00% | +889 | 新進 |
| NDVR, Inc. | 884 | $22.5 萬 | 0.23% | +884 | 新進 |
| Hilltop Holdings Inc. | 885 | $22.4 萬 | 0.01% | +885 | 新進 |
| Gateway Investment Advisers LLC | 881 | $22.3 萬 | 0.00% | −582−39.8% | 減碼 |
| Axq Capital, LP | 881 | $22.3 萬 | 0.07% | +881 | 新進 |
| Atomi Financial Group, Inc. | 879 | $22.3 萬 | 0.01% | +879 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 877 | $22.2 萬 | 0.01% | +877 | 新進 |
| Legacy Capital Group California, Inc. | 864 | $21.9 萬 | 0.07% | +864 | 新進 |