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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 1,287 | $36.4 萬 | 0.00% | +1,287 | 新進 |
| Strategy Asset Managers LLC | 1,332 | $36.9 萬 | 0.07% | +122+10.1% | 加碼 |
| Shell Asset Management Co | 1,337 | $37.1 萬 | 0.02% | −2−0.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 1,345 | $37.3 萬 | 0.05% | −130−8.8% | 減碼 |
| Shelton Capital Management | 1,345 | $37.3 萬 | 0.01% | −56−4.0% | 減碼 |
| Oak Thistle LLC | 1,366 | $37.9 萬 | 0.11% | +188+16.0% | 加碼 |
| New Century Financial Group, LLC | 1,400 | $38.9 萬 | 0.17% | −220−13.6% | 減碼 |
| Parallel Advisors, LLC | 1,428 | $39.6 萬 | 0.01% | +5+0.4% | 加碼 |
| Headlands Technologies LLC | 1,432 | $39.7 萬 | 0.04% | +1,432 | 新進 |
| Callan Family Office, LLC | 1,435 | $39.8 萬 | 0.03% | +1,435 | 新進 |
| KBC Group NV | 1,457 | $40.4 萬 | 0.00% | +439+43.1% | 加碼 |
| Journey Strategic Wealth LLC | 1,496 | $41.5 萬 | 0.02% | 00.0% | 不變 |
| Jump Financial, LLC | 1,506 | $41.7 萬 | 0.01% | −604−28.6% | 減碼 |
| Weiss Asset Management LP | 1,523 | $42.2 萬 | 0.01% | +1,523 | 新進 |
| First Bank & Trust | 1,543 | $42.8 萬 | 0.08% | −6−0.4% | 減碼 |
| Qsemble Capital Management, LP | 1,544 | $42.8 萬 | 0.06% | +1,544 | 新進 |
| EP Wealth Advisors, LLC | 1,546 | $42.9 萬 | 0.00% | −50−3.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,554 | $43.1 萬 | 0.00% | +54+3.6% | 加碼 |
| Chiron Investment Management, LLC | 1,557 | $43.2 萬 | 0.14% | 00.0% | 不變 |
| Pier Capital, LLC | 1,565 | $43.4 萬 | 0.06% | −31,197−95.2% | 減碼 |
| Manchester Capital Management LLC | 1,577 | $43.7 萬 | 0.05% | 00.0% | 不變 |
| Toronto Dominion Bank | 1,581 | $43.8 萬 | 0.00% | +29+1.9% | 加碼 |
| Blair William & Co | 1,598 | $44.3 萬 | 0.00% | −1−0.1% | 減碼 |
| Maxi Investments CY Ltd | 1,692 | $46.9 萬 | 0.09% | +1,692 | 新進 |
| Mutual Advisors, LLC | 1,687 | $47.1 萬 | 0.01% | +1,687 | 新進 |
| Cetera Trust Company, N.A | 1,720 | $47.7 萬 | 0.31% | −94−5.2% | 減碼 |
| Evercore Wealth Management, LLC | 1,720 | $47.7 萬 | 0.01% | 00.0% | 不變 |
| Versor Investments LP | 1,737 | $48.1 萬 | 0.08% | +737+73.7% | 加碼 |
| Prelude Capital Management, LLC | 1,754 | $48.6 萬 | 0.04% | +1,754 | 新進 |
| Acadian Asset Management LLC | 1,778 | $49.2 萬 | 0.00% | +1,778 | 新進 |
| Greenleaf Trust | 1,785 | $49.5 萬 | 0.00% | −9−0.5% | 減碼 |
| Commerce Bank | 1,800 | $49.9 萬 | 0.00% | −1,822−50.3% | 減碼 |
| M&T Bank Corp | 1,806 | $50.1 萬 | 0.00% | −341−15.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,818 | $50.4 萬 | 0.03% | −255−12.3% | 減碼 |
| Mount Yale Investment Advisors, LLC | 1,821 | $50.5 萬 | 0.04% | −315−14.7% | 減碼 |
| NewEdge Wealth, LLC | 1,834 | $50.8 萬 | 0.01% | −164−8.2% | 減碼 |
| Hardy Reed LLC | 1,854 | $51.4 萬 | 0.05% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 1,873 | $51.9 萬 | 0.08% | +1,873 | 新進 |
| Utah Retirement Systems | 1,900 | $52.7 萬 | 0.01% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,901 | $52.7 萬 | 0.01% | −119−5.9% | 減碼 |
| Diversify Wealth Management, LLC | 2,043 | $53.7 萬 | 0.04% | −66−3.1% | 減碼 |
| Twinbeech Capital LP | 2,026 | $56.2 萬 | 0.01% | +2,026 | 新進 |
| Aviva PLC | 2,030 | $56.3 萬 | 0.00% | +261+14.8% | 加碼 |
| Maryland State Retirement & Pension System | 2,049 | $56.8 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,057 | $57.0 萬 | 0.00% | +75+3.8% | 加碼 |
| Sterling Capital Management LLC | 2,125 | $58.9 萬 | 0.01% | +757+55.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 2,149 | $59.6 萬 | 0.00% | −139−6.1% | 減碼 |
| Baird Financial Group, Inc. | 2,203 | $61.1 萬 | 0.00% | −97−4.2% | 減碼 |
| Itau Unibanco Holding S.A. | 2,200 | $61.1 萬 | 0.02% | +2,200 | 新進 |
| Keybank National Association | 2,208 | $61.2 萬 | 0.00% | −437−16.5% | 減碼 |
| Magnetar Financial LLC | 2,214 | $61.4 萬 | 0.01% | −1,740−44.0% | 減碼 |
| Mercer Global Advisors Inc | 2,297 | $63.7 萬 | 0.00% | −120−5.0% | 減碼 |
| Argonautica Private Wealth Management, Inc | 2,360 | $65.4 萬 | 0.21% | −22−0.9% | 減碼 |
| Yorktown Management & Research Co Inc | 2,375 | $65.8 萬 | 0.63% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,421 | $67.1 萬 | 0.01% | +616+34.1% | 加碼 |
| Advisor Group Holdings, Inc. | 2,472 | $68.5 萬 | 0.00% | +147+6.3% | 加碼 |
| First Trust Advisors LP | 2,480 | $68.7 萬 | 0.00% | −5,669−69.6% | 減碼 |
| Moody Aldrich Partners LLC | 2,497 | $69.2 萬 | 0.13% | −11−0.4% | 減碼 |
| Marshall Wace, LLP | 2,500 | $69.3 萬 | 0.00% | +2,500 | 新進 |
| Commonwealth Equity Services, LLC | 2,530 | $70.1 萬 | 0.00% | −19−0.7% | 減碼 |
| First National Bank of Hutchinson | 2,544 | $70.5 萬 | 0.43% | +2,544 | 新進 |
| Intrust Bank NA | 2,602 | $72.1 萬 | 0.07% | +48+1.9% | 加碼 |
| Harvest Investment Services, LLC | 2,645 | $73.3 萬 | 0.18% | +2,645 | 新進 |
| Securian Asset Management, Inc | 2,652 | $73.5 萬 | 0.02% | −100−3.6% | 減碼 |
| Aviance Capital Partners, LLC | 2,653 | $73.5 萬 | 0.10% | −762−22.3% | 減碼 |
| Proequities, Inc. | 2,569 | $73.5 萬 | 0.04% | +95+3.8% | 加碼 |
| RSM US Wealth Management LLC | 2,754 | $76.5 萬 | 0.01% | −1,684−37.9% | 減碼 |
| Coldstream Capital Management Inc | 2,779 | $77.0 萬 | 0.02% | −20−0.7% | 減碼 |
| Illinois Municipal Retirement Fund | 2,791 | $77.4 萬 | 0.01% | 00.0% | 不變 |
| Pitcairn Co | 2,800 | $77.6 萬 | 0.05% | +3+0.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 2,828 | $78.4 萬 | 0.00% | +1,018+56.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,874 | $79.7 萬 | 0.01% | −298−9.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 2,895 | $80.2 萬 | 0.03% | +1,092+60.6% | 加碼 |
| O'Rourke & Company, Inc | 2,914 | $80.8 萬 | 0.40% | −331−10.2% | 減碼 |
| Federated Hermes, Inc. | 2,927 | $81.1 萬 | 0.00% | −133−4.3% | 減碼 |
| Swedbank AB | 3,000 | $83.2 萬 | 0.00% | 00.0% | 不變 |
| Private Advisory Group LLC | 3,039 | $84.2 萬 | 0.09% | +3,039 | 新進 |
| CIBC World Markets Inc. | 3,096 | $85.8 萬 | 0.00% | +3,096 | 新進 |
| CWM, LLC | 3,129 | $86.7 萬 | 0.00% | +1,464+87.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,142 | $87.1 萬 | 0.04% | +94+3.1% | 加碼 |
| HGK Asset Management Inc | 3,225 | $89.4 萬 | 0.16% | +150+4.9% | 加碼 |
| Calamos Advisors LLC | 3,285 | $91.1 萬 | 0.00% | 00.0% | 不變 |
| Inceptionr LLC | 3,380 | $93.7 萬 | 0.21% | +2,038+151.9% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 3,433 | $95.2 萬 | 0.56% | −26−0.8% | 減碼 |
| Ransom Advisory, Ltd | 3,450 | $95.6 萬 | 0.44% | −750−17.9% | 減碼 |
| Janney Montgomery Scott LLC | 3,453 | $95.7 萬 | 0.00% | +723+26.5% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 3,546 | $98.3 萬 | 0.38% | +3,546 | 新進 |
| TLWM | 3,572 | $99.0 萬 | 0.19% | +3,572 | 新進 |
| Ethic Inc. | 3,603 | $99.9 萬 | 0.02% | +3,603 | 新進 |
| Nisa Investment Advisors, LLC | 3,785 | $104.9 萬 | 0.00% | −5,635−59.8% | 減碼 |
| Cornerstone Investment Partners, LLC | 3,819 | $105.9 萬 | 0.05% | +104+2.8% | 加碼 |
| Sanctuary Advisors, LLC | 3,690 | $106.8 萬 | 0.01% | +205+5.9% | 加碼 |
| Isthmus Partners, LLC | 3,860 | $107.0 萬 | 0.13% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 3,882 | $107.6 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 4,037 | $111.9 萬 | 0.01% | −31,403−88.6% | 減碼 |
| Asset Management One Co.,Ltd. | 4,041 | $112.4 萬 | 0.00% | −1,104−21.5% | 減碼 |
| TownSquare Capital, LLC | 4,142 | $114.8 萬 | 0.01% | −188−4.3% | 減碼 |
| Xponance, Inc. | 4,143 | $114.8 萬 | 0.01% | +198+5.0% | 加碼 |
| Zions Bancorporation, N.A. | 4,190 | $116.1 萬 | 0.07% | +1,439+52.3% | 加碼 |
| CWM Advisors, LLC | 4,257 | $118.0 萬 | 0.13% | −351−7.6% | 減碼 |