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 |
|---|---|---|---|---|---|
| OP Asset Management Ltd | 349 | $6.97 萬 | 0.00% | +349 | 新進 |
| Clearstead Advisors, LLC | 349 | $6.97 萬 | 0.00% | +111+46.6% | 加碼 |
| GWM Advisors LLC | 350 | $6.98 萬 | 0.00% | −798−69.5% | 減碼 |
| Umb Bank N A | 388 | $7.75 萬 | 0.00% | +161+70.9% | 加碼 |
| Simplex Trading, LLC | 419 | $8.30 萬 | 0.00% | +419 | 新進 |
| First Horizon Advisors, Inc. | 450 | $8.99 萬 | 0.00% | +137+43.8% | 加碼 |
| GeoWealth Management, LLC | 457 | $9.13 萬 | 0.00% | −55−10.7% | 減碼 |
| Parkside Financial Bank & Trust | 498 | $9.95 萬 | 0.01% | +267+115.6% | 加碼 |
| State of Wyoming | 531 | $10.6 萬 | 0.01% | +531 | 新進 |
| Farther Finance Advisors, LLC | 579 | $11.6 萬 | 0.00% | +110+23.5% | 加碼 |
| Fourth Dimension Wealth, LLC | 615 | $12.3 萬 | 0.06% | +358+139.3% | 加碼 |
| Arlington Trust Co LLC | 699 | $14.0 萬 | 0.03% | 00.0% | 不變 |
| GAMMA Investing LLC | 711 | $14.2 萬 | 0.01% | +92+14.9% | 加碼 |
| Skopos Labs, Inc. | 742 | $14.8 萬 | 0.03% | +237+46.9% | 加碼 |
| Central Pacific Bank - Trust Division | 750 | $15.0 萬 | 0.02% | +60+8.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 754 | $15.1 萬 | 0.01% | +42+5.9% | 加碼 |
| Whittier Trust Co | 797 | $15.9 萬 | 0.00% | 00.0% | 不變 |
| Ausbil Investment Management Ltd | 824 | $16.5 萬 | 0.11% | −3,447−80.7% | 減碼 |
| IFP Advisors, Inc | 866 | $17.3 萬 | 0.01% | +699+418.6% | 加碼 |
| Moody Aldrich Partners LLC | 1,013 | $20.2 萬 | 0.04% | −1,484−59.4% | 減碼 |
| Graham Capital Management, L.P. | 1,033 | $20.6 萬 | 0.01% | +1,033 | 新進 |
| Jones Financial Companies LLLP | 1,067 | $21.3 萬 | 0.00% | +163+18.0% | 加碼 |
| Belpointe Asset Management LLC | 1,069 | $21.4 萬 | 0.01% | +17+1.6% | 加碼 |
| MGB Wealth Management, LLC | 1,078 | $21.5 萬 | 0.08% | 00.0% | 不變 |
| Teza Capital Management LLC | 1,083 | $21.6 萬 | 0.10% | +109+11.2% | 加碼 |
| Gateway Investment Advisers LLC | 1,090 | $21.8 萬 | 0.00% | +209+23.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,098 | $21.9 萬 | 0.03% | +39+3.7% | 加碼 |
| Ritholtz Wealth Management | 1,113 | $22.2 萬 | 0.01% | −87−7.2% | 減碼 |
| Savvy Advisors, Inc. | 1,168 | $23.3 萬 | 0.02% | +239+25.7% | 加碼 |
| Pekin Hardy Strauss, Inc. | 1,170 | $23.4 萬 | 0.03% | −175−13.0% | 減碼 |
| Fielder Capital Group LLC | 1,175 | $23.5 萬 | 0.07% | +70+6.3% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,180 | $23.6 萬 | 0.03% | +30+2.6% | 加碼 |
| CIBC Asset Management Inc | 1,193 | $23.8 萬 | 0.00% | +20+1.7% | 加碼 |
| Martingale Asset Management L P | 1,208 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Insight Wealth Partners, LLC | 1,223 | $24.4 萬 | 0.15% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 1,225 | $24.5 萬 | 0.01% | +3+0.2% | 加碼 |
| Net Worth Advisory Group | 1,256 | $25.1 萬 | 0.08% | −33−2.6% | 減碼 |
| Hamilton Capital Partners Inc. | 1,271 | $25.4 萬 | 0.02% | −36−2.8% | 減碼 |
| Norden Group LLC | 1,281 | $25.6 萬 | 0.03% | +516+67.5% | 加碼 |
| Shell Asset Management Co | 1,282 | $25.6 萬 | 0.01% | −55−4.1% | 減碼 |
| Strategy Asset Managers LLC | 1,294 | $25.8 萬 | 0.05% | −38−2.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 1,296 | $25.9 萬 | 0.00% | −853−39.7% | 減碼 |
| First Trust Advisors LP | 1,299 | $25.9 萬 | 0.00% | −1,181−47.6% | 減碼 |
| Burns Matteson Capital Management, LLC | 1,303 | $26.0 萬 | 0.14% | +295+29.3% | 加碼 |
| Shelton Capital Management | 1,309 | $26.1 萬 | 0.01% | −36−2.7% | 減碼 |
| Ci Investments Inc. | 1,314 | $26.2 萬 | 0.00% | +126+10.6% | 加碼 |
| Ronald Blue Trust, Inc. | 1,313 | $26.2 萬 | 0.00% | +213+19.4% | 加碼 |
| Parallel Advisors, LLC | 1,347 | $26.9 萬 | 0.01% | −81−5.7% | 減碼 |
| Summit Trail Advisors, LLC | 1,372 | $27.4 萬 | 0.01% | +319+30.3% | 加碼 |
| Bond & Devick Financial Network, Inc. | 1,400 | $28.0 萬 | 0.10% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 1,416 | $28.3 萬 | 0.01% | −418−22.8% | 減碼 |
| Buckingham Strategic Partners | 1,419 | $28.3 萬 | 0.00% | +1,419 | 新進 |
| Legacy Capital Group California, Inc. | 1,435 | $28.7 萬 | 0.10% | +361+33.6% | 加碼 |
| Bryn Mawr Trust Co | 1,439 | $28.7 萬 | 0.01% | −462−24.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,441 | $28.8 萬 | 0.00% | +435+43.2% | 加碼 |
| Toronto Dominion Bank | 1,441 | $28.8 萬 | 0.00% | −140−8.9% | 減碼 |
| EP Wealth Advisors, LLC | 1,453 | $29.0 萬 | 0.00% | −93−6.0% | 減碼 |
| Farringdon Capital, Ltd. | 1,456 | $29.1 萬 | 0.15% | +657+82.2% | 加碼 |
| R Squared Ltd | 1,496 | $29.9 萬 | 0.32% | +766+104.9% | 加碼 |
| Keybank National Association | 1,500 | $30.0 萬 | 0.00% | −708−32.1% | 減碼 |
| Gruss & Co., LLC | 1,500 | $30.0 萬 | 1.31% | +1,500 | 新進 |
| Sherbrooke Park Advisers LLC | 1,516 | $30.3 萬 | 0.14% | +703+86.5% | 加碼 |
| HB Wealth Management, LLC | 1,516 | $30.3 萬 | 0.00% | +728+92.4% | 加碼 |
| Cookson Peirce & Co Inc | 1,522 | $30.4 萬 | 0.02% | −134,916−98.9% | 減碼 |
| M&T Bank Corp | 1,527 | $30.5 萬 | 0.00% | −279−15.4% | 減碼 |
| Headlands Technologies LLC | 1,533 | $30.6 萬 | 0.03% | +101+7.1% | 加碼 |
| First Bank & Trust | 1,540 | $30.8 萬 | 0.06% | −3−0.2% | 減碼 |
| Journey Strategic Wealth LLC | 1,545 | $30.9 萬 | 0.01% | +49+3.3% | 加碼 |
| Summit Financial, LLC | 1,548 | $30.9 萬 | 0.01% | +586+60.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,575 | $31.5 萬 | 0.01% | −846−34.9% | 減碼 |
| Vinva Investment Management Ltd | 995 | $31.6 萬 | 0.01% | +995 | 新進 |
| Mutual Advisors, LLC | 1,605 | $31.7 萬 | 0.01% | −82−4.9% | 減碼 |
| KBC Group NV | 1,601 | $32.0 萬 | 0.00% | +144+9.9% | 加碼 |
| Syon Capital LLC | 1,646 | $32.9 萬 | 0.03% | +1,646 | 新進 |
| Maryland State Retirement & Pension System | 1,676 | $33.5 萬 | 0.01% | −373−18.2% | 減碼 |
| Qsemble Capital Management, LP | 1,681 | $33.6 萬 | 0.04% | +137+8.9% | 加碼 |
| Freestone Grove Partners LP | 1,693 | $33.8 萬 | 0.00% | +1,693 | 新進 |
| Evercore Wealth Management, LLC | 1,720 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 1,720 | $34.4 萬 | 0.22% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,748 | $34.9 萬 | 0.01% | +1,152+193.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,777 | $35.5 萬 | 0.02% | −41−2.3% | 減碼 |
| Greenleaf Trust | 1,781 | $35.6 萬 | 0.00% | −4−0.2% | 減碼 |
| Commerce Bank | 1,797 | $35.9 萬 | 0.00% | −3−0.2% | 減碼 |
| CastleKnight Management LP | 1,800 | $35.9 萬 | 0.04% | +1,800 | 新進 |
| Manchester Capital Management LLC | 1,851 | $37.0 萬 | 0.05% | +274+17.4% | 加碼 |
| SG Americas Securities, LLC | 1,851 | $37.0 萬 | 0.00% | +1,851 | 新進 |
| Mount Yale Investment Advisors, LLC | 1,853 | $37.0 萬 | 0.03% | +32+1.8% | 加碼 |
| Hardy Reed LLC | 1,854 | $37.0 萬 | 0.03% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 1,854 | $37.0 萬 | 0.03% | +1,854 | 新進 |
| Alamea Verwaltungs GmbH | 1,870 | $37.3 萬 | 0.32% | +1,870 | 新進 |
| Utah Retirement Systems | 1,900 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 1,914 | $38.1 萬 | 0.03% | −129−6.3% | 減碼 |
| Magnetar Financial LLC | 1,934 | $38.6 萬 | 0.01% | −280−12.6% | 減碼 |
| Scientech Research LLC | 1,946 | $38.9 萬 | 0.10% | +1,946 | 新進 |
| Sterling Capital Management LLC | 1,971 | $39.4 萬 | 0.01% | −154−7.2% | 減碼 |
| Caxton Associates LLP | 1,983 | $39.6 萬 | 0.01% | +1,983 | 新進 |
| Voleon Capital Management LP | 2,004 | $40.0 萬 | 0.03% | +2,004 | 新進 |
| Bayforest Capital Ltd | 2,005 | $40.0 萬 | 0.17% | +2,005 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,009 | $40.1 萬 | 0.11% | +2,009 | 新進 |
| Blair William & Co | 2,098 | $41.9 萬 | 0.00% | +500+31.3% | 加碼 |