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。
2025 年第 1 季 13F 持有人
Evercore Inc. 在 2025/3/31 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
- 551
- 較 2024 年第 4 季 −26 家
- 持有股數
- 3,443 萬
- 較 2024 年第 4 季 +137.8 萬 (+4.2%)
- 總市值
- $68.7 億
- 較 2024 年第 4 季 −$22.9 億 (−25.0%)
- 新進機構
- 77
- 另有 226 家加碼
- 清倉機構
- 103
- 另有 183 家減碼
另有 7 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,862,690 | $7.71 億 | 0.01% | +26,014+0.7% | 加碼 |
| BlackRock, Inc. | 3,570,135 | $7.13 億 | 0.02% | −3,014−0.1% | 減碼 |
| Boston Partners | 1,539,027 | $3.07 億 | 0.37% | +73,895+5.0% | 加碼 |
| State Street Corp | 1,138,136 | $2.27 億 | 0.01% | +13,677+1.2% | 加碼 |
| Invesco Ltd. | 866,877 | $1.73 億 | 0.03% | −556,876−39.1% | 減碼 |
| UBS Group AG | 782,186 | $1.56 億 | 0.03% | +600,241+329.9% | 加碼 |
| Geode Capital Management, LLC | 771,977 | $1.54 億 | 0.01% | +27,745+3.7% | 加碼 |
| Morgan Stanley | 709,353 | $1.42 億 | 0.01% | +190,535+36.7% | 加碼 |
| Massachusetts Financial Services Co | 691,000 | $1.38 億 | 0.05% | −83,470−10.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 685,544 | $1.37 億 | 0.53% | −6,959−1.0% | 減碼 |
| JPMorgan Chase & Co | 648,231 | $1.29 億 | 0.01% | +28,680+4.6% | 加碼 |
| Millennium Management LLC | 609,888 | $1.22 億 | 0.12% | +543,544+819.3% | 加碼 |
| TD Asset Management Inc | 583,371 | $1.17 億 | 0.11% | −372,956−39.0% | 減碼 |
| Dimensional Fund Advisors LP | 560,964 | $1.12 億 | 0.03% | +84,966+17.9% | 加碼 |
| Eminence Capital, LP | 534,375 | $1.07 億 | 1.78% | +534,375 | 新進 |
| Price T Rowe Associates Inc | 513,161 | $1.02 億 | 0.01% | +189,837+58.7% | 加碼 |
| Qube Research & Technologies Ltd | 505,134 | $1.01 億 | 0.16% | +348,744+223.0% | 加碼 |
| Norges Bank | 499,345 | $9,973 萬 | 0.01% | +18,602+3.9% | 加碼 |
| AQR Capital Management LLC | 486,365 | $9,444 萬 | 0.10% | +278,940+134.5% | 加碼 |
| Bahl & Gaynor Inc | 447,536 | $8,938 萬 | 0.46% | −1,182−0.3% | 減碼 |
| Two Sigma Investments, LP | 389,366 | $7,776 萬 | 0.17% | +238,723+158.5% | 加碼 |
| Bank of New York Mellon Corp | 379,336 | $7,576 萬 | 0.02% | +10,089+2.7% | 加碼 |
| Charles Schwab Investment Management Inc | 355,722 | $7,104 萬 | 0.01% | −2,818−0.8% | 減碼 |
| Fisher Asset Management, LLC | 355,219 | $7,094 萬 | 0.03% | +35,952+11.3% | 加碼 |
| Two Sigma Advisers, LP | 349,500 | $6,980 萬 | 0.16% | +246,200+238.3% | 加碼 |
| Goldman Sachs Group Inc | 311,032 | $6,212 萬 | 0.01% | +5,901+1.9% | 加碼 |
| Paralel Advisors LLC | 300,000 | $5,992 萬 | 2.49% | 00.0% | 不變 |
| Bank of America Corp | 295,378 | $5,899 萬 | 0.01% | +106,657+56.5% | 加碼 |
| Northern Trust Corp | 295,093 | $5,894 萬 | 0.01% | −6,421−2.1% | 減碼 |
| Stephens Investment Management Group LLC | 285,257 | $5,697 萬 | 0.82% | +82,615+40.8% | 加碼 |
| Primecap Management Co | 252,130 | $5,036 萬 | 0.04% | −50,540−16.7% | 減碼 |
| Nuveen, LLC | 228,331 | $4,560 萬 | 0.01% | +228,331 | 新進 |
| Renaissance Technologies LLC | 212,400 | $4,242 萬 | 0.06% | +194,200+1,067.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 196,579 | $3,926 萬 | 0.11% | +10,407+5.6% | 加碼 |
| FMR LLC | 195,153 | $3,898 萬 | 0.00% | −839,061−81.1% | 減碼 |
| Macquarie Group Ltd | 193,753 | $3,870 萬 | 0.05% | −16,297−7.8% | 減碼 |
| Global Alpha Capital Management Ltd. | 191,385 | $3,822 萬 | 2.78% | +41,415+27.6% | 加碼 |
| Point72 Asset Management, L.P. | 186,735 | $3,729 萬 | 0.10% | +186,735 | 新進 |
| Tudor Investment Corp Et Al | 170,849 | $3,412 萬 | 0.30% | +84,482+97.8% | 加碼 |
| Wellington Management Group LLP | 169,577 | $3,387 萬 | 0.01% | −685,940−80.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 168,644 | $3,368 萬 | 0.03% | +163,160+2,975.2% | 加碼 |
| Boston Trust Walden Corp | 164,029 | $3,276 萬 | 0.24% | −35,008−17.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 155,470 | $3,105 萬 | 0.03% | +125,822+424.4% | 加碼 |
| Raymond James Financial Inc | 151,801 | $3,032 萬 | 0.01% | −53,397−26.0% | 減碼 |
| Franklin Resources Inc | 151,259 | $3,021 萬 | 0.01% | −63,658−29.6% | 減碼 |
| Principal Financial Group Inc | 144,549 | $2,887 萬 | 0.02% | −25,879−15.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 139,060 | $2,777 萬 | 0.11% | −132,427−48.8% | 減碼 |
| Epoch Investment Partners, Inc. | 137,059 | $2,737 萬 | 0.14% | +76,408+126.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 132,839 | $2,653 萬 | 0.35% | +132,839 | 新進 |
| Braun Stacey Associates Inc | 128,087 | $2,558 萬 | 1.05% | −4,604−3.5% | 減碼 |
| Driehaus Capital Management LLC | 127,278 | $2,542 萬 | 0.25% | −125,454−49.6% | 減碼 |
| Lord, Abbett & Co. LLC | 123,569 | $2,468 萬 | 0.09% | −631,449−83.6% | 減碼 |
| Envestnet Asset Management Inc | 123,292 | $2,462 萬 | 0.01% | +22,479+22.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 118,000 | $2,357 萬 | 0.04% | +118,000 | 新進 |
| Retirement Systems of Alabama | 113,559 | $2,268 萬 | 0.09% | +430.0% | 加碼 |
| ProShare Advisors LLC | 107,645 | $2,150 萬 | 0.05% | −20,527−16.0% | 減碼 |
| Victory Capital Management Inc | 106,510 | $2,127 萬 | 0.02% | −16,363−13.3% | 減碼 |
| Rockefeller Capital Management L.P. | 105,474 | $2,107 萬 | 0.05% | +13,521+14.7% | 加碼 |
| UBS Asset Management Americas Inc | 105,398 | $2,105 萬 | 0.01% | +289+0.3% | 加碼 |
| American Century Companies Inc | 100,997 | $2,017 萬 | 0.01% | −49,070−32.7% | 減碼 |
| Citigroup Inc | 100,746 | $2,012 萬 | 0.02% | +83,704+491.2% | 加碼 |
| Rhumbline Advisers | 96,026 | $1,918 萬 | 0.02% | −1,152−1.2% | 減碼 |
| STRS Ohio | 95,941 | $1,916 萬 | 0.08% | −9,059−8.6% | 減碼 |
| Voloridge Investment Management, LLC | 95,210 | $1,902 萬 | 0.07% | +95,210 | 新進 |
| Twinbeech Capital LP | 93,431 | $1,866 萬 | 0.34% | +91,405+4,511.6% | 加碼 |
| Citadel Advisors LLC | 92,953 | $1,856 萬 | 0.02% | +64,632+228.2% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 92,764 | $1,853 萬 | 1.33% | +17,048+22.5% | 加碼 |
| National Bank of Canada | 90,127 | $1,800 萬 | 0.02% | +89,349+11,484.4% | 加碼 |
| Man Group plc | 89,335 | $1,784 萬 | 0.05% | −20,718−18.8% | 減碼 |
| Engineers Gate Manager LP | 88,929 | $1,776 萬 | 0.30% | +65,919+286.5% | 加碼 |
| Amundi | 98,857 | $1,756 萬 | 0.01% | +64,137+184.7% | 加碼 |
| WCM Investment Management, LLC | 86,580 | $1,727 萬 | 0.04% | +15,776+22.3% | 加碼 |
| Great Lakes Advisors, LLC | 85,709 | $1,712 萬 | 0.15% | −3,008−3.4% | 減碼 |
| Schroder Investment Management Group | 81,622 | $1,629 萬 | 0.02% | −37,387−31.4% | 減碼 |
| Fort Washington Investment Advisors Inc | 79,480 | $1,587 萬 | 0.10% | +6,700+9.2% | 加碼 |
| Basswood Capital Management, L.L.C. | 76,420 | $1,526 萬 | 0.86% | 00.0% | 不變 |
| Empire Life Investments Inc. | 74,851 | $1,495 萬 | 0.97% | +74,851 | 新進 |
| Moran Wealth Management, LLC | 72,033 | $1,439 萬 | 0.48% | −770−1.1% | 減碼 |
| Legal & General Group Plc | 71,955 | $1,437 萬 | 0.00% | +2,282+3.3% | 加碼 |
| Agf Management Ltd | 71,505 | $1,428 萬 | 0.08% | +32,902+85.2% | 加碼 |
| Glenmede Trust Co NA | 70,839 | $1,415 萬 | 0.08% | −2,116−2.9% | 減碼 |
| Swiss National Bank | 70,100 | $1,400 萬 | 0.01% | −1,500−2.1% | 減碼 |
| State of Wisconsin Investment Board | 69,890 | $1,396 萬 | 0.04% | −2,688−3.7% | 減碼 |
| Trexquant Investment LP | 68,889 | $1,376 萬 | 0.16% | +22,190+47.5% | 加碼 |
| Waratah Capital Advisors Ltd. | 68,828 | $1,375 萬 | 0.94% | +68,828 | 新進 |
| California Public Employees Retirement System | 67,020 | $1,339 萬 | 0.01% | −3,564−5.0% | 減碼 |
| AE Wealth Management LLC | 63,868 | $1,276 萬 | 0.11% | +10,387+19.4% | 加碼 |
| Canada Pension Plan Investment Board | 62,300 | $1,244 萬 | 0.01% | +25,800+70.7% | 加碼 |
| Thrivent Financial for Lutherans | 60,463 | $1,208 萬 | 0.03% | +30,586+102.4% | 加碼 |
| Ameriprise Financial Inc | 59,101 | $1,180 萬 | 0.00% | −5,474−8.5% | 減碼 |
| Alliancebernstein L.P. | 58,531 | $1,169 萬 | 0.00% | −690−1.2% | 減碼 |
| Wells Fargo & Company | 58,281 | $1,164 萬 | 0.00% | −19,469−25.0% | 減碼 |
| Peregrine Capital Management LLC | 56,552 | $1,129 萬 | 0.37% | +14,899+35.8% | 加碼 |
| Holocene Advisors, LP | 56,545 | $1,129 萬 | 0.03% | +56,545 | 新進 |
| GW&K Investment Management, LLC | 56,168 | $1,122 萬 | 0.10% | −339−0.6% | 減碼 |
| Jane Street Group, LLC | 54,506 | $1,089 萬 | 0.02% | +23,458+75.6% | 加碼 |
| CCM Investment Advisers LLC | 53,438 | $1,067 萬 | 1.31% | −5,168−8.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 49,923 | $997.1 萬 | 0.01% | +36,418+269.7% | 加碼 |
| Nitorum Capital, L.P. | 48,828 | $975.2 萬 | 1.37% | −12,863−20.9% | 減碼 |
| New York State Teachers Retirement System | 47,896 | $956.6 萬 | 0.02% | −2,858−5.6% | 減碼 |