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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 2,160 | $43.1 萬 | 0.00% | −668−23.6% | 減碼 |
| Ethic Inc. | 2,225 | $44.6 萬 | 0.01% | −1,378−38.2% | 減碼 |
| Argonautica Private Wealth Management, Inc | 2,238 | $44.7 萬 | 0.15% | −122−5.2% | 減碼 |
| Daiwa Securities Group Inc. | 2,250 | $44.9 萬 | 0.00% | +1,790+389.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,250 | $44.9 萬 | 0.00% | +193+9.4% | 加碼 |
| Toroso Investments, LLC | 2,285 | $45.6 萬 | 0.00% | +2,285 | 新進 |
| Equitable Holdings, Inc. | 2,298 | $45.9 萬 | 0.00% | +2,298 | 新進 |
| Intrust Bank NA | 2,322 | $46.4 萬 | 0.05% | −280−10.8% | 減碼 |
| United Services Automobile Association | 2,351 | $46.9 萬 | 0.01% | +2,351 | 新進 |
| Nicholas Investment Partners, LP | 2,355 | $47.0 萬 | 0.05% | −80,349−97.2% | 減碼 |
| Yorktown Management & Research Co Inc | 2,375 | $47.4 萬 | 0.52% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 2,387 | $47.7 萬 | 0.22% | +2,387 | 新進 |
| Vestcor Inc | 2,408 | $48.1 萬 | 0.02% | −6,851−74.0% | 減碼 |
| Advisor Group Holdings, Inc. | 2,424 | $48.4 萬 | 0.00% | −48−1.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,545 | $50.8 萬 | 0.01% | −329−11.4% | 減碼 |
| Bayesian Capital Management, LP | 2,563 | $51.2 萬 | 0.08% | +2,563 | 新進 |
| Mercer Global Advisors Inc | 2,590 | $51.7 萬 | 0.00% | +293+12.8% | 加碼 |
| Aviance Capital Partners, LLC | 2,628 | $52.5 萬 | 0.07% | −25−0.9% | 減碼 |
| Squarepoint Ops LLC | 2,655 | $53.0 萬 | 0.00% | −16,058−85.8% | 減碼 |
| RSM US Wealth Management LLC | 2,671 | $53.3 萬 | 0.01% | −83−3.0% | 減碼 |
| TD Private Client Wealth LLC | 2,684 | $53.6 萬 | 0.01% | +1,530+132.6% | 加碼 |
| Securian Asset Management, Inc | 2,752 | $55.0 萬 | 0.02% | +100+3.8% | 加碼 |
| Caitlin John, LLC | 2,759 | $55.1 萬 | 0.54% | −3,937−58.8% | 減碼 |
| Blueshift Asset Management, LLC | 2,777 | $55.5 萬 | 0.22% | +2,777 | 新進 |
| Commonwealth Equity Services, LLC | 2,778 | $55.5 萬 | 0.00% | +248+9.8% | 加碼 |
| Fox Run Management, L.L.C. | 2,780 | $55.5 萬 | 0.09% | +2,780 | 新進 |
| Illinois Municipal Retirement Fund | 2,791 | $55.7 萬 | 0.01% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 2,806 | $56.0 萬 | 0.01% | +27+1.0% | 加碼 |
| Pitcairn Co | 2,850 | $56.9 萬 | 0.03% | +50+1.8% | 加碼 |
| Aviva PLC | 2,851 | $56.9 萬 | 0.00% | +821+40.4% | 加碼 |
| Entropy Technologies, LP | 2,908 | $58.1 萬 | 0.06% | −1,992−40.7% | 減碼 |
| O'Rourke & Company, Inc | 2,911 | $58.1 萬 | 0.29% | −3−0.1% | 減碼 |
| Merit Financial Group, LLC | 3,057 | $61.1 萬 | 0.01% | +2,183+249.8% | 加碼 |
| Foster & Motley Inc | 3,067 | $61.3 萬 | 0.04% | −1,229−28.6% | 減碼 |
| Baird Financial Group, Inc. | 3,082 | $61.6 萬 | 0.00% | +879+39.9% | 加碼 |
| Banque Pictet & Cie SA | 3,124 | $62.4 萬 | 0.01% | +3,124 | 新進 |
| Zions Bancorporation, National Association | 3,150 | $62.9 萬 | 0.04% | +3,150 | 新進 |
| HGK Asset Management Inc | 3,156 | $63.0 萬 | 0.13% | −69−2.1% | 減碼 |
| Legend Financial Advisors, Inc. | 3,182 | $63.6 萬 | 0.47% | +3,182 | 新進 |
| Sanctuary Advisors, LLC | 3,310 | $66.1 萬 | 0.00% | −380−10.3% | 減碼 |
| Federated Hermes, Inc. | 3,352 | $66.9 萬 | 0.00% | +425+14.5% | 加碼 |
| Inceptionr LLC | 3,400 | $67.9 萬 | 0.20% | +20+0.6% | 加碼 |
| Ransom Advisory, Ltd | 3,450 | $68.9 萬 | 0.34% | 00.0% | 不變 |
| Isthmus Partners, LLC | 3,490 | $69.7 萬 | 0.09% | −370−9.6% | 減碼 |
| First National Bank of Hutchinson | 3,556 | $71.0 萬 | 0.47% | +1,012+39.8% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 3,673 | $73.4 萬 | 0.42% | +240+7.0% | 加碼 |
| Nisa Investment Advisors, LLC | 3,685 | $73.6 萬 | 0.00% | −100−2.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 3,728 | $74.5 萬 | 0.02% | +586+18.7% | 加碼 |
| TLWM | 3,771 | $75.3 萬 | 0.15% | +199+5.6% | 加碼 |
| Pier Capital, LLC | 3,773 | $75.4 萬 | 0.13% | +2,208+141.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 3,882 | $77.5 萬 | 0.00% | 00.0% | 不變 |
| FORA Capital, LLC | 4,037 | $80.6 萬 | 0.08% | +4,037 | 新進 |
| BNP Paribas | 4,095 | $81.8 萬 | 0.03% | −320−7.2% | 減碼 |
| Xponance, Inc. | 4,138 | $82.6 萬 | 0.01% | −5−0.1% | 減碼 |
| State of Alaska, Department of Revenue | 4,147 | $82.8 萬 | 0.01% | +110+2.7% | 加碼 |
| Waterway Wealth Management, LLC | 4,201 | $83.9 萬 | 0.35% | +4,201 | 新進 |
| Vestmark Advisory Solutions, Inc. | 4,205 | $84.0 萬 | 0.02% | +1,310+45.3% | 加碼 |
| Cornerstone Investment Partners, LLC | 4,323 | $86.3 萬 | 0.04% | +504+13.2% | 加碼 |
| Dark Forest Capital Management LP | 4,392 | $87.7 萬 | 0.04% | +2,519+134.5% | 加碼 |
| Buckhead Capital Management LLC | 4,407 | $88.0 萬 | 0.28% | 00.0% | 不變 |
| Mackenzie Financial Corp | 4,478 | $89.4 萬 | 0.00% | +4,478 | 新進 |
| Freedom Day Solutions, LLC | 4,510 | $90.1 萬 | 0.28% | −281−5.9% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,520 | $90.3 萬 | 0.25% | −171−3.6% | 減碼 |
| Acadian Asset Management LLC | 4,553 | $90.9 萬 | 0.00% | +2,775+156.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,556 | $91.0 萬 | 0.00% | −1,323−22.5% | 減碼 |
| CWM, LLC | 4,559 | $91.1 萬 | 0.00% | +1,430+45.7% | 加碼 |
| TownSquare Capital, LLC | 4,681 | $93.5 萬 | 0.01% | +539+13.0% | 加碼 |
| Winton Group Ltd | 4,696 | $93.8 萬 | 0.06% | +4,696 | 新進 |
| Summit Place Financial Advisors, LLC | 4,723 | $94.3 萬 | 0.53% | −210−4.3% | 減碼 |
| Edgestream Partners, L.P. | 4,798 | $95.8 萬 | 0.03% | −22,932−82.7% | 減碼 |
| Angeles Wealth Management, LLC | 4,816 | $96.2 萬 | 0.08% | 00.0% | 不變 |
| First Eagle Investment Management, LLC | 4,843 | $96.7 萬 | 0.00% | −37,177−88.5% | 減碼 |
| Sit Investment Associates Inc | 4,865 | $97.2 萬 | 0.02% | +415+9.3% | 加碼 |
| Vident Advisory, LLC | 4,874 | $97.3 萬 | 0.01% | +16+0.3% | 加碼 |
| Hanlon Investment Management, Inc. | 4,893 | $97.7 萬 | 0.74% | −502−9.3% | 減碼 |
| Aigen Investment Management, LP | 4,949 | $98.8 萬 | 0.16% | +4,141+512.5% | 加碼 |
| Advisors Asset Management, Inc. | 5,057 | $101.0 萬 | 0.02% | −3,652−41.9% | 減碼 |
| MML Investors Services, LLC | 5,067 | $101.2 萬 | 0.00% | +217+4.5% | 加碼 |
| Janney Montgomery Scott LLC | 5,113 | $102.1 萬 | 0.00% | +1,660+48.1% | 加碼 |
| CWM Advisors, LLC | 5,180 | $103.5 萬 | 0.12% | +923+21.7% | 加碼 |
| Princeton Capital Management LLC | 5,334 | $106.5 萬 | 0.37% | +4,234+384.9% | 加碼 |
| Croban | 5,577 | $111.4 萬 | 1.03% | −67−1.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 5,700 | $113.8 萬 | 0.01% | −1,126−16.5% | 減碼 |
| Creative Planning | 5,802 | $115.9 萬 | 0.00% | +1,474+34.1% | 加碼 |
| Gsa Capital Partners LLP | 5,911 | $118.1 萬 | 0.11% | +5,911 | 新進 |
| Pictet Asset Management Holding SA | 5,988 | $119.6 萬 | 0.00% | +508+9.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 5,967 | $119.6 萬 | 0.00% | −95−1.6% | 減碼 |
| BancorpSouth Bank | 6,027 | $120.4 萬 | 0.09% | +64+1.1% | 加碼 |
| Private Client Services, LLC | 6,095 | $121.7 萬 | 0.60% | +854+16.3% | 加碼 |
| TD Waterhouse Canada Inc. | 6,099 | $122.1 萬 | 0.01% | −8,170−57.3% | 減碼 |
| Valley National Advisers Inc | 6,119 | $122.1 萬 | 0.22% | −35−0.6% | 減碼 |
| Wambolt & Associates, LLC | 6,103 | $122.3 萬 | 0.42% | −138−2.2% | 減碼 |
| Radnor Capital Management, LLC | 6,265 | $125.1 萬 | 0.21% | 00.0% | 不變 |
| Hager Investment Management Services, LLC | 6,266 | $125.1 萬 | 0.88% | +796+14.6% | 加碼 |
| XTX Topco Ltd | 6,426 | $128.3 萬 | 0.07% | +5,269+455.4% | 加碼 |
| Legato Capital Management LLC | 6,453 | $128.9 萬 | 0.17% | −10,204−61.3% | 減碼 |
| DGS Capital Management, LLC | 6,493 | $129.7 萬 | 0.34% | +143+2.3% | 加碼 |
| 111 Capital | 6,535 | $130.5 萬 | 0.25% | +6,535 | 新進 |
| Captrust Financial Advisors | 6,625 | $132.3 萬 | 0.00% | +564+9.3% | 加碼 |
| James Investment Research Inc | 6,773 | $135.3 萬 | 0.17% | 00.0% | 不變 |