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 |
|---|---|---|---|---|---|
| Ausbil Investment Management Ltd | 4,271 | $118.6 萬 | 0.71% | −1,358−24.1% | 減碼 |
| Foster & Motley Inc | 4,296 | $119.1 萬 | 0.08% | −1,205−21.9% | 減碼 |
| Creative Planning | 4,328 | $120.0 萬 | 0.00% | +285+7.0% | 加碼 |
| Buckhead Capital Management LLC | 4,407 | $122.2 萬 | 0.39% | −140−3.1% | 減碼 |
| We Are One Seven, LLC | 4,414 | $122.4 萬 | 0.05% | +4,414 | 新進 |
| BNP Paribas | 4,415 | $122.4 萬 | 0.05% | +349+8.6% | 加碼 |
| Sit Investment Associates Inc | 4,450 | $123.3 萬 | 0.03% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 4,691 | $130.0 萬 | 0.35% | −426−8.3% | 減碼 |
| Nomura Holdings Inc | 4,698 | $130.2 萬 | 0.01% | +4,698 | 新進 |
| Freedom Day Solutions, LLC | 4,791 | $132.8 萬 | 0.40% | +183+4.0% | 加碼 |
| Angeles Wealth Management, LLC | 4,816 | $133.5 萬 | 0.11% | 00.0% | 不變 |
| MML Investors Services, LLC | 4,850 | $134.5 萬 | 0.00% | +590+13.8% | 加碼 |
| Vident Advisory, LLC | 4,858 | $134.7 萬 | 0.02% | +2,282+88.6% | 加碼 |
| Entropy Technologies, LP | 4,900 | $135.8 萬 | 0.14% | +4,900 | 新進 |
| Summit Place Financial Advisors, LLC | 4,933 | $136.7 萬 | 0.78% | +10.0% | 加碼 |
| Bridges Investment Management Inc | 5,203 | $144.2 萬 | 0.02% | +804+18.3% | 加碼 |
| Private Client Services, LLC | 5,241 | $145.3 萬 | 0.78% | +1,290+32.6% | 加碼 |
| First Hawaiian Bank | 5,394 | $149.5 萬 | 0.05% | 00.0% | 不變 |
| Hanlon Investment Management, Inc. | 5,395 | $149.5 萬 | 0.41% | +53+1.0% | 加碼 |
| Hager Investment Management Services, LLC | 5,470 | $151.6 萬 | 0.95% | +5,470 | 新進 |
| Pictet Asset Management Holding SA | 5,480 | $151.9 萬 | 0.00% | +779+16.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 5,484 | $152.0 萬 | 0.00% | −289−5.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 5,609 | $155.5 萬 | 0.12% | −1,480−20.9% | 減碼 |
| Croban | 5,644 | $156.4 萬 | 1.54% | +5,644 | 新進 |
| HSBC Holdings PLC | 5,660 | $157.6 萬 | 0.00% | −1,609−22.1% | 減碼 |
| Natixis | 5,754 | $159.5 萬 | 0.01% | +5,754 | 新進 |
| Dynamic Technology Lab Private Ltd | 5,791 | $160.5 萬 | 0.26% | +5+0.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 5,879 | $163.0 萬 | 0.00% | +2,342+66.2% | 加碼 |
| BancorpSouth Bank | 5,963 | $165.3 萬 | 0.11% | −44−0.7% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 6,035 | $167.3 萬 | 1.03% | +6,035 | 新進 |
| Allspring Global Investments Holdings, LLC | 6,062 | $167.4 萬 | 0.00% | +721+13.5% | 加碼 |
| Captrust Financial Advisors | 6,061 | $168.0 萬 | 0.00% | +1,638+37.0% | 加碼 |
| Valley National Advisers Inc | 6,154 | $170.5 萬 | 0.31% | −690−10.1% | 減碼 |
| Wambolt & Associates, LLC | 6,241 | $173.0 萬 | 0.55% | −1,513−19.5% | 減碼 |
| Radnor Capital Management, LLC | 6,265 | $173.7 萬 | 0.29% | −15−0.2% | 減碼 |
| DGS Capital Management, LLC | 6,350 | $176.0 萬 | 0.44% | −47−0.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,429 | $178.2 萬 | 0.02% | +6,429 | 新進 |
| Caitlin John, LLC | 6,696 | $185.6 萬 | 1.26% | +204+3.1% | 加碼 |
| James Investment Research Inc | 6,773 | $187.7 萬 | 0.22% | −10.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 6,826 | $189.2 萬 | 0.01% | +5,498+414.0% | 加碼 |
| HighTower Advisors, LLC | 6,857 | $190.1 萬 | 0.00% | +1,480+27.5% | 加碼 |
| Fifth Third Bancorp | 6,974 | $193.3 萬 | 0.01% | −177−2.5% | 減碼 |
| New Age Alpha Advisors, LLC | 7,019 | $194.6 萬 | 0.08% | +7,019 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 7,088 | $196.5 萬 | 0.13% | +7,088 | 新進 |
| Ameritas Investment Partners, Inc. | 7,091 | $196.6 萬 | 0.06% | −223−3.0% | 減碼 |
| Dana Investment Advisors, Inc. | 7,137 | $197.8 萬 | 0.07% | −1,061−12.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 7,231 | $200.4 萬 | 0.04% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 7,245 | $200.8 萬 | 0.17% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 7,284 | $201.9 萬 | 0.01% | +7,064+3,210.9% | 加碼 |
| New Mexico Educational Retirement Board | 7,300 | $202.3 萬 | 0.07% | 00.0% | 不變 |
| Nations Financial Group Inc, | 7,331 | $203.2 萬 | 0.15% | +175+2.4% | 加碼 |
| KLP Kapitalforvaltning AS | 7,400 | $205.1 萬 | 0.01% | +7,400 | 新進 |
| Federation des caisses Desjardins du Quebec | 7,784 | $215.6 萬 | 0.01% | −555−6.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,819 | $216.7 萬 | 0.01% | −40−0.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,868 | $218.1 萬 | 0.05% | −42−0.5% | 減碼 |
| Lecap Asset Management Ltd | 7,920 | $219.5 萬 | 0.60% | +2,540+47.2% | 加碼 |
| Interval Partners, LP | 7,963 | $220.7 萬 | 0.06% | +7,963 | 新進 |
| QSV Equity Investors LLC | 8,001 | $221.8 萬 | 2.13% | +20.0% | 加碼 |
| Axiom Investors LLC | 8,009 | $222.0 萬 | 0.02% | +8,009 | 新進 |
| Pacer Advisors, Inc. | 8,019 | $222.3 萬 | 0.00% | +2,832+54.6% | 加碼 |
| Sargent Investment Group, LLC | 8,549 | $223.0 萬 | 0.36% | +8,549 | 新進 |
| Bank of Montreal | 8,253 | $228.8 萬 | 0.00% | +136+1.7% | 加碼 |
| State of Michigan Retirement System | 8,405 | $233.0 萬 | 0.01% | −100−1.2% | 減碼 |
| Consolidated Planning Corp | 8,434 | $233.8 萬 | 0.32% | +2,697+47.0% | 加碼 |
| Shilanski & Associates, Inc. | 8,457 | $234.4 萬 | 0.75% | −297−3.4% | 減碼 |
| JustInvest LLC | 8,662 | $240.1 萬 | 0.04% | +222+2.6% | 加碼 |
| Atria Investments LLC | 8,709 | $241.4 萬 | 0.03% | −121−1.4% | 減碼 |
| Advisors Asset Management, Inc. | 8,709 | $241.4 萬 | 0.04% | −4,410−33.6% | 減碼 |
| Quadrature Capital Ltd | 8,963 | $248.7 萬 | 0.05% | +6,223+227.1% | 加碼 |
| CI Private Wealth, LLC | 8,981 | $249.0 萬 | 0.00% | +58+0.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 9,247 | $256.3 萬 | 0.02% | +1,371+17.4% | 加碼 |
| Vestcor Inc | 9,259 | $256.7 萬 | 0.09% | +2,991+47.7% | 加碼 |
| Eagle Rock Investment Company, LLC | 9,263 | $256.8 萬 | 0.43% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 9,337 | $258.8 萬 | 0.01% | −1,700−15.4% | 減碼 |
| Great Diamond Partners, LLC | 9,444 | $261.8 萬 | 0.68% | −14−0.1% | 減碼 |
| Campbell Newman Asset Management Inc | 9,551 | $264.8 萬 | 0.21% | −52−0.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,585 | $265.7 萬 | 0.01% | +1,724+21.9% | 加碼 |
| Truist Financial Corp | 9,671 | $268.1 萬 | 0.00% | +923+10.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 9,716 | $269.3 萬 | 0.02% | +9,650+14,621.2% | 加碼 |
| Louisiana State Employees Retirement System | 9,800 | $271.6 萬 | 0.05% | −100−1.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 9,813 | $272.0 萬 | 0.01% | −5,818−37.2% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 9,940 | $275.5 萬 | 0.37% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 10,068 | $279.1 萬 | 0.09% | +10,068 | 新進 |
| Arizona State Retirement System | 10,570 | $293.0 萬 | 0.02% | +33+0.3% | 加碼 |
| Ieq Capital, LLC | 10,709 | $296.8 萬 | 0.03% | +9,143+583.8% | 加碼 |
| Essex Investment Management Co LLC | 10,721 | $297.2 萬 | 0.53% | −1,686−13.6% | 減碼 |
| Verition Fund Management LLC | 10,898 | $302.1 萬 | 0.02% | +6,746+162.5% | 加碼 |
| FJ Capital Management LLC | 10,928 | $302.9 萬 | 0.35% | +10,928 | 新進 |
| Denali Advisors LLC | 11,074 | $307.0 萬 | 0.32% | +11,074 | 新進 |
| Hancock Whitney Corp | 11,140 | $308.8 萬 | 0.10% | −2,019−15.3% | 減碼 |
| Rocky Mountain Advisers, LLC | 11,900 | $329.9 萬 | 0.98% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 12,014 | $333.0 萬 | 0.01% | −192−1.6% | 減碼 |
| Brinker Capital Investments, LLC | 12,048 | $333.9 萬 | 0.03% | +196+1.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 12,048 | $333.9 萬 | 0.03% | +196+1.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 12,099 | $335.4 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 12,304 | $341.0 萬 | 0.01% | +1,643+15.4% | 加碼 |
| US Bancorp | 12,789 | $354.5 萬 | 0.00% | +1,821+16.6% | 加碼 |
| South Dakota Investment Council | 12,822 | $355.4 萬 | 0.07% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 12,850 | $356.2 萬 | 0.08% | +250+2.0% | 加碼 |
| Yousif Capital Management, LLC | 12,970 | $359.5 萬 | 0.04% | −585−4.3% | 減碼 |