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 4 季 13F 持有人
Evercore Inc. 在 2024/12/31 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
- 584
- 較 2024 年第 3 季 +78 家
- 持有股數
- 3,328 萬
- 較 2024 年第 3 季 +20.7 萬 (+0.6%)
- 總市值
- $92.3 億
- 較 2024 年第 3 季 +$8.82 億 (+10.6%)
- 新進機構
- 114
- 另有 191 家加碼
- 清倉機構
- 36
- 另有 199 家減碼
另有 8 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,836,676 | $10.6 億 | 0.02% | −5,784−0.2% | 減碼 |
| BlackRock, Inc. | 3,573,149 | $9.90 億 | 0.02% | +72,568+2.1% | 加碼 |
| Boston Partners | 1,465,132 | $4.06 億 | 0.49% | −19,035−1.3% | 減碼 |
| Invesco Ltd. | 1,423,753 | $3.95 億 | 0.07% | +137,431+10.7% | 加碼 |
| State Street Corp | 1,124,459 | $3.12 億 | 0.01% | +25,299+2.3% | 加碼 |
| FMR LLC | 1,034,214 | $2.87 億 | 0.02% | +582,392+128.9% | 加碼 |
| TD Asset Management Inc | 956,327 | $2.65 億 | 0.23% | −101,403−9.6% | 減碼 |
| Wellington Management Group LLP | 855,517 | $2.37 億 | 0.04% | −512,612−37.5% | 減碼 |
| Massachusetts Financial Services Co | 774,470 | $2.15 億 | 0.07% | −133,297−14.7% | 減碼 |
| Lord, Abbett & Co. LLC | 755,018 | $2.09 億 | 0.66% | −167,960−18.2% | 減碼 |
| Geode Capital Management, LLC | 744,232 | $2.06 億 | 0.02% | +26,024+3.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 692,503 | $1.92 億 | 0.73% | −40,501−5.5% | 減碼 |
| JPMorgan Chase & Co | 619,551 | $1.72 億 | 0.01% | −183,361−22.8% | 減碼 |
| Morgan Stanley | 518,818 | $1.44 億 | 0.01% | −21,174−3.9% | 減碼 |
| Norges Bank | 480,743 | $1.33 億 | 0.02% | +53,320+12.5% | 加碼 |
| Dimensional Fund Advisors LP | 475,998 | $1.32 億 | 0.03% | −115,876−19.6% | 減碼 |
| Bahl & Gaynor Inc | 448,718 | $1.24 億 | 0.66% | +12,797+2.9% | 加碼 |
| Bank of New York Mellon Corp | 369,247 | $1.02 億 | 0.02% | −6,785−1.8% | 減碼 |
| Charles Schwab Investment Management Inc | 358,540 | $9,938 萬 | 0.02% | −7,488−2.0% | 減碼 |
| Price T Rowe Associates Inc | 323,324 | $8,962 萬 | 0.01% | +300,032+1,288.1% | 加碼 |
| Fisher Asset Management, LLC | 319,267 | $8,850 萬 | 0.04% | −961−0.3% | 減碼 |
| Goldman Sachs Group Inc | 305,131 | $8,458 萬 | 0.02% | +86,346+39.5% | 加碼 |
| Primecap Management Co | 302,670 | $8,390 萬 | 0.06% | −47,850−13.7% | 減碼 |
| Northern Trust Corp | 301,514 | $8,358 萬 | 0.01% | +33,162+12.4% | 加碼 |
| Paralel Advisors LLC | 300,000 | $8,316 萬 | 3.55% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 271,487 | $7,525 萬 | 0.27% | +10,012+3.8% | 加碼 |
| Driehaus Capital Management LLC | 252,732 | $7,005 萬 | 0.58% | +11,877+4.9% | 加碼 |
| Nuveen Asset Management, LLC | 226,851 | $6,288 萬 | 0.02% | −30,816−12.0% | 減碼 |
| Neuberger Berman Group LLC | 226,804 | $6,287 萬 | 0.05% | +47,112+26.2% | 加碼 |
| Franklin Resources Inc | 214,917 | $5,957 萬 | 0.02% | −8,452−3.8% | 減碼 |
| Macquarie Group Ltd | 210,050 | $5,822 萬 | 0.07% | +3,189+1.5% | 加碼 |
| AQR Capital Management LLC | 207,425 | $5,750 萬 | 0.07% | +56,923+37.8% | 加碼 |
| Raymond James Financial Inc | 205,198 | $5,688 萬 | 0.02% | +205,198 | 新進 |
| Stephens Investment Management Group LLC | 202,642 | $5,617 萬 | 0.75% | +202,642 | 新進 |
| Boston Trust Walden Corp | 199,037 | $5,517 萬 | 0.39% | −32,156−13.9% | 減碼 |
| Bank of America Corp | 188,721 | $5,231 萬 | 0.00% | −13,621−6.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186,172 | $5,161 萬 | 0.13% | +71,439+62.3% | 加碼 |
| UBS Group AG | 181,945 | $5,043 萬 | 0.01% | +127,642+235.1% | 加碼 |
| Principal Financial Group Inc | 170,428 | $4,724 萬 | 0.03% | +6,460+3.9% | 加碼 |
| Qube Research & Technologies Ltd | 156,390 | $4,335 萬 | 0.07% | +93,037+146.9% | 加碼 |
| Two Sigma Investments, LP | 150,643 | $4,176 萬 | 0.10% | +72,664+93.2% | 加碼 |
| American Century Companies Inc | 150,067 | $4,160 萬 | 0.02% | −28,786−16.1% | 減碼 |
| Global Alpha Capital Management Ltd. | 149,970 | $4,157 萬 | 3.02% | −7,190−4.6% | 減碼 |
| Cookson Peirce & Co Inc | 136,438 | $3,782 萬 | 1.71% | −669−0.5% | 減碼 |
| Braun Stacey Associates Inc | 132,691 | $3,678 萬 | 1.37% | −5,467−4.0% | 減碼 |
| Channing Capital Management, LLC | 132,120 | $3,662 萬 | 0.98% | −138,527−51.2% | 減碼 |
| ProShare Advisors LLC | 128,172 | $3,553 萬 | 0.08% | −7,851−5.8% | 減碼 |
| Victory Capital Management Inc | 122,873 | $3,406 萬 | 0.03% | +490+0.4% | 加碼 |
| Schroder Investment Management Group | 119,009 | $3,307 萬 | 0.03% | −34,186−22.3% | 減碼 |
| Artemis Investment Management LLP | 116,229 | $3,222 萬 | 0.46% | +116,229 | 新進 |
| Retirement Systems of Alabama | 113,516 | $3,147 萬 | 0.12% | −261−0.2% | 減碼 |
| Man Group plc | 110,053 | $3,051 萬 | 0.09% | −413−0.4% | 減碼 |
| UBS Asset Management Americas Inc | 105,109 | $2,914 萬 | 0.01% | +5,763+5.8% | 加碼 |
| STRS Ohio | 105,000 | $2,910 萬 | 0.12% | −5,928−5.3% | 減碼 |
| Two Sigma Advisers, LP | 103,300 | $2,863 萬 | 0.07% | +41,100+66.1% | 加碼 |
| Envestnet Asset Management Inc | 100,813 | $2,794 萬 | 0.01% | −19,870−16.5% | 減碼 |
| Rhumbline Advisers | 97,178 | $2,694 萬 | 0.02% | +205+0.2% | 加碼 |
| Rockefeller Capital Management L.P. | 91,953 | $2,549 萬 | 0.07% | −3,046−3.2% | 減碼 |
| Frontier Capital Management Co LLC | 90,133 | $2,498 萬 | 0.24% | −56,377−38.5% | 減碼 |
| Great Lakes Advisors, LLC | 88,717 | $2,459 萬 | 0.21% | −3,178−3.5% | 減碼 |
| Tudor Investment Corp Et Al | 86,367 | $2,394 萬 | 0.25% | −30,936−26.4% | 減碼 |
| Broad Bay Capital Management, LP | 86,000 | $2,384 萬 | 3.85% | +86,000 | 新進 |
| Nicholas Investment Partners, LP | 82,704 | $2,292 萬 | 2.02% | +3,472+4.4% | 加碼 |
| Wells Fargo & Company | 77,750 | $2,155 萬 | 0.01% | +18,196+30.6% | 加碼 |
| Russell Investments Group, Ltd. | 76,786 | $2,128 萬 | 0.03% | +6,998+10.0% | 加碼 |
| Basswood Capital Management, L.L.C. | 76,420 | $2,118 萬 | 1.24% | 00.0% | 不變 |
| Cramer Rosenthal McGlynn LLC | 75,716 | $2,099 萬 | 1.19% | +6,271+9.0% | 加碼 |
| Royce & Associates LP | 73,550 | $2,039 萬 | 0.19% | −27,374−27.1% | 減碼 |
| Glenmede Trust Co NA | 72,955 | $2,022 萬 | 0.10% | −36,847−33.6% | 減碼 |
| Moran Wealth Management, LLC | 72,803 | $2,018 萬 | 0.64% | −2,255−3.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 72,780 | $2,017 萬 | 0.12% | +13,062+21.9% | 加碼 |
| State of Wisconsin Investment Board | 72,578 | $2,012 萬 | 0.05% | +3,589+5.2% | 加碼 |
| Swiss National Bank | 71,600 | $1,985 萬 | 0.01% | +200+0.3% | 加碼 |
| WCM Investment Management, LLC | 70,804 | $1,968 萬 | 0.05% | −24,562−25.8% | 減碼 |
| California Public Employees Retirement System | 70,584 | $1,957 萬 | 0.01% | −5,158−6.8% | 減碼 |
| Legal & General Group Plc | 69,673 | $1,931 萬 | 0.01% | −630−0.9% | 減碼 |
| Millennium Management LLC | 66,344 | $1,839 萬 | 0.02% | −324,414−83.0% | 減碼 |
| Ameriprise Financial Inc | 64,575 | $1,790 萬 | 0.00% | −6,021−8.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 62,797 | $1,741 萬 | 0.01% | +49,877+386.0% | 加碼 |
| Nitorum Capital, L.P. | 61,691 | $1,710 萬 | 1.97% | −12,880−17.3% | 減碼 |
| Epoch Investment Partners, Inc. | 60,651 | $1,681 萬 | 0.08% | −210,314−77.6% | 減碼 |
| Alliancebernstein L.P. | 59,221 | $1,642 萬 | 0.01% | −3,142−5.0% | 減碼 |
| CCM Investment Advisers LLC | 58,606 | $1,625 萬 | 1.80% | −7,521−11.4% | 減碼 |
| Royal Bank of Canada | 57,077 | $1,582 萬 | 0.00% | +3,120+5.8% | 加碼 |
| GW&K Investment Management, LLC | 56,507 | $1,566 萬 | 0.13% | −56−0.1% | 減碼 |
| New York State Common Retirement Fund | 56,154 | $1,557 萬 | 0.02% | −34,692−38.2% | 減碼 |
| AE Wealth Management LLC | 53,481 | $1,482 萬 | 0.13% | +7,035+15.1% | 加碼 |
| Allianz Asset Management GmbH | 51,696 | $1,433 萬 | 0.02% | −1,697−3.2% | 減碼 |
| New York State Teachers Retirement System | 50,754 | $1,407 萬 | 0.03% | −129−0.3% | 減碼 |
| Trexquant Investment LP | 46,699 | $1,294 萬 | 0.15% | +29,915+178.2% | 加碼 |
| Dorsey Wright & Associates | 43,822 | $1,215 萬 | 2.90% | +599+1.4% | 加碼 |
| Rheos Capital Works Inc. | 43,000 | $1,192 萬 | 0.66% | +6,000+16.2% | 加碼 |
| First Eagle Investment Management, LLC | 42,020 | $1,165 萬 | 0.03% | −28,061−40.0% | 減碼 |
| Peregrine Capital Management LLC | 41,653 | $1,155 萬 | 0.34% | −8,832−17.5% | 減碼 |
| Kettle Hill Capital Management, LLC | 41,601 | $1,153 萬 | 2.50% | +41,601 | 新進 |
| Corebridge Financial, Inc. | 40,064 | $1,111 萬 | 0.06% | −2,098−5.0% | 減碼 |
| Cresset Asset Management, LLC | 40,058 | $1,110 萬 | 0.05% | −4,509−10.1% | 減碼 |
| Jackson Wealth Management, LLC | 39,803 | $1,103 萬 | 1.25% | +211+0.5% | 加碼 |
| Castleark Management LLC | 39,120 | $1,084 萬 | 0.38% | −5,760−12.8% | 減碼 |
| Agf Management Ltd | 38,603 | $1,070 萬 | 0.05% | +38,603 | 新進 |