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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 6,966 | $139.1 萬 | 0.05% | −125−1.8% | 減碼 |
| HighTower Advisors, LLC | 6,968 | $139.2 萬 | 0.00% | +111+1.6% | 加碼 |
| Sargent Investment Group, LLC | 7,023 | $140.3 萬 | 0.22% | −1,526−17.9% | 減碼 |
| Washington Trust Advisors, Inc. | 7,045 | $140.7 萬 | 0.12% | −200−2.8% | 減碼 |
| Fifth Third Bancorp | 7,108 | $142.0 萬 | 0.01% | +134+1.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 7,178 | $143.4 萬 | 0.03% | −53−0.7% | 減碼 |
| New Age Alpha Advisors, LLC | 7,187 | $143.5 萬 | 0.06% | +168+2.4% | 加碼 |
| New Mexico Educational Retirement Board | 7,300 | $145.8 萬 | 0.05% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 7,400 | $147.8 萬 | 0.01% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 7,445 | $148.7 萬 | 0.01% | +1,016+15.8% | 加碼 |
| Itau Unibanco Holding S.A. | 7,500 | $149.8 萬 | 0.06% | +5,300+240.9% | 加碼 |
| Nations Financial Group Inc, | 7,566 | $151.1 萬 | 0.12% | +235+3.2% | 加碼 |
| Neuberger Berman Group LLC | 7,575 | $151.3 萬 | 0.00% | −219,229−96.7% | 減碼 |
| Cinctive Capital Management LP | 7,824 | $156.3 萬 | 0.12% | +7,824 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 7,872 | $157.2 萬 | 0.02% | +4+0.1% | 加碼 |
| QSV Equity Investors LLC | 7,983 | $159.4 萬 | 1.65% | −18−0.2% | 減碼 |
| Deutsche Bank AG | 8,164 | $163.1 萬 | 0.00% | −8,419−50.8% | 減碼 |
| Dana Investment Advisors, Inc. | 8,281 | $165.4 萬 | 0.06% | +1,144+16.0% | 加碼 |
| Bank of Montreal | 8,307 | $165.9 萬 | 0.00% | +54+0.7% | 加碼 |
| Quest Partners LLC | 8,438 | $168.5 萬 | 0.18% | +8,239+4,140.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,463 | $169.0 萬 | 0.01% | +644+8.2% | 加碼 |
| Atria Investments LLC | 8,493 | $169.6 萬 | 0.02% | −216−2.5% | 減碼 |
| State of Michigan Retirement System | 8,505 | $169.9 萬 | 0.01% | +100+1.2% | 加碼 |
| Shilanski & Associates, Inc. | 8,684 | $173.4 萬 | 0.54% | +227+2.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 8,838 | $176.5 萬 | 0.01% | −409−4.4% | 減碼 |
| Wolverine Trading, LLC | 9,092 | $181.4 萬 | 0.06% | +9,092 | 新進 |
| Eagle Rock Investment Company, LLC | 9,268 | $185.1 萬 | 0.32% | +5+0.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 9,281 | $185.4 萬 | 0.01% | +1,497+19.2% | 加碼 |
| CI Private Wealth, LLC | 9,336 | $186.5 萬 | 0.00% | +355+4.0% | 加碼 |
| Handelsbanken Fonder AB | 9,337 | $186.5 萬 | 0.01% | 00.0% | 不變 |
| Campbell Newman Asset Management Inc | 9,507 | $189.9 萬 | 0.16% | −44−0.5% | 減碼 |
| Great Diamond Partners, LLC | 9,525 | $190.2 萬 | 0.52% | +81+0.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 9,563 | $191.0 萬 | 0.13% | +2,475+34.9% | 加碼 |
| PEAK6 LLC | 9,610 | $191.9 萬 | 0.08% | +9,610 | 新進 |
| JustInvest LLC | 9,697 | $193.7 萬 | 0.03% | +1,035+11.9% | 加碼 |
| Truist Financial Corp | 9,814 | $196.0 萬 | 0.00% | +143+1.5% | 加碼 |
| Louisiana State Employees Retirement System | 9,900 | $197.7 萬 | 0.04% | +100+1.0% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 9,940 | $198.5 萬 | 0.29% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,068 | $201.1 萬 | 0.01% | +483+5.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 10,140 | $202.5 萬 | 0.06% | +72+0.7% | 加碼 |
| Hancock Whitney Corp | 10,212 | $204.0 萬 | 0.07% | −928−8.3% | 減碼 |
| F/M Investments LLC | 10,244 | $204.6 萬 | 0.08% | −7,281−41.5% | 減碼 |
| Denali Advisors LLC | 10,298 | $205.7 萬 | 0.23% | −776−7.0% | 減碼 |
| Quadrature Capital Ltd | 10,309 | $205.8 萬 | 0.05% | +1,346+15.0% | 加碼 |
| Arizona State Retirement System | 10,374 | $207.2 萬 | 0.01% | −196−1.9% | 減碼 |
| HSBC Holdings PLC | 10,779 | $211.3 萬 | 0.00% | +5,119+90.4% | 加碼 |
| Essex Investment Management Co LLC | 10,634 | $212.4 萬 | 0.44% | −87−0.8% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 8,816 | $213.2 萬 | 0.39% | +5,270+148.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 10,683 | $213.4 萬 | 0.01% | −1,416−11.7% | 減碼 |
| Consolidated Planning Corp | 10,698 | $213.7 萬 | 0.29% | +2,264+26.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 10,736 | $214.4 萬 | 0.02% | −5,336−33.2% | 減碼 |
| Point72 (DIFC) Ltd | 10,931 | $218.3 萬 | 0.21% | +10,931 | 新進 |
| Bridges Investment Management Inc | 10,998 | $219.7 萬 | 0.03% | +5,795+111.4% | 加碼 |
| Brinker Capital Investments, LLC | 11,403 | $227.7 萬 | 0.02% | −645−5.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 11,403 | $227.7 萬 | 0.02% | −645−5.4% | 減碼 |
| Centiva Capital, LP | 11,642 | $232.5 萬 | 0.13% | −4,560−28.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 11,868 | $237.0 萬 | 0.01% | +2,055+20.9% | 加碼 |
| Rocky Mountain Advisers, LLC | 11,900 | $237.7 萬 | 0.73% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 11,938 | $238.4 萬 | 0.01% | −76−0.6% | 減碼 |
| Algebris (UK) Ltd | 13,191 | $243.9 萬 | 0.44% | +13,191 | 新進 |
| Mariner, LLC | 12,249 | $244.6 萬 | 0.00% | −2,889−19.1% | 減碼 |
| Yousif Capital Management, LLC | 12,649 | $252.6 萬 | 0.03% | −321−2.5% | 減碼 |
| South Dakota Investment Council | 12,822 | $256.1 萬 | 0.05% | 00.0% | 不變 |
| Bridge City Capital, LLC | 12,949 | $258.6 萬 | 0.78% | −73−0.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 13,005 | $259.7 萬 | 0.03% | −28−0.2% | 減碼 |
| US Bancorp | 13,010 | $259.8 萬 | 0.00% | +221+1.7% | 加碼 |
| EFG Asset Management (North America) Corp. | 13,109 | $261.7 萬 | 0.43% | −2,380−15.4% | 減碼 |
| Natixis Advisors, L.P. | 13,139 | $262.4 萬 | 0.00% | −1,583−10.8% | 減碼 |
| Tremblant Capital Group | 13,839 | $276.4 萬 | 0.34% | +594+4.5% | 加碼 |
| Alberta Investment Management Corp | 13,943 | $278.5 萬 | 0.02% | −8,870−38.9% | 減碼 |
| State of Tennessee, Treasury Department | 14,365 | $286.9 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 14,567 | $290.9 萬 | 0.01% | −765−5.0% | 減碼 |
| Teacher Retirement System of Texas | 14,743 | $294.4 萬 | 0.01% | −20,769−58.5% | 減碼 |
| Harbor Advisors LLC | 15,000 | $299.6 萬 | 0.52% | 00.0% | 不變 |
| Centric Wealth Management | 15,303 | $305.6 萬 | 0.80% | +440+3.0% | 加碼 |
| Ieq Capital, LLC | 15,847 | $316.5 萬 | 0.03% | +5,138+48.0% | 加碼 |
| Janus Henderson Group PLC | 15,965 | $318.6 萬 | 0.00% | −700−4.2% | 減碼 |
| Public Employees Retirement System of Ohio | 16,319 | $325.9 萬 | 0.01% | −7,087−30.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 16,440 | $328.3 萬 | 0.03% | +1,744+11.9% | 加碼 |
| Amalgamated Bank | 16,563 | $330.8 萬 | 0.03% | −605−3.5% | 減碼 |
| Quantbot Technologies LP | 16,791 | $335.3 萬 | 0.11% | +3,203+23.6% | 加碼 |
| Advisory Services Network, LLC | 17,027 | $340.1 萬 | 0.07% | +307+1.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 17,075 | $341.0 萬 | 0.00% | +15,521+998.8% | 加碼 |
| Cetera Investment Advisers | 17,085 | $341.2 萬 | 0.01% | +4,781+38.9% | 加碼 |
| Fieldview Capital Management, LLC | 17,830 | $356.1 萬 | 0.50% | +17,830 | 新進 |
| Lazard Asset Management LLC | 18,219 | $363.8 萬 | 0.01% | −74−0.4% | 減碼 |
| Mutual of America Capital Management LLC | 18,221 | $363.9 萬 | 0.04% | −481−2.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 18,435 | $368.2 萬 | 0.28% | +12,826+228.7% | 加碼 |
| Axxcess Wealth Management, LLC | 18,577 | $371.0 萬 | 0.10% | +17,783+2,239.7% | 加碼 |
| Brevan Howard Capital Management LP | 18,618 | $371.8 萬 | 0.10% | +17,891+2,460.9% | 加碼 |
| HRT Financial LP | 19,023 | $379.9 萬 | 0.02% | +19,023 | 新進 |
| Guggenheim Capital LLC | 19,524 | $389.9 萬 | 0.04% | −8,191−29.6% | 減碼 |
| MetLife Investment Management | 19,661 | $392.7 萬 | 0.02% | −306−1.5% | 減碼 |
| Lecap Asset Management Ltd | 19,793 | $395.3 萬 | 0.92% | +11,873+149.9% | 加碼 |
| Algert Global LLC | 20,179 | $403.0 萬 | 0.10% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 20,188 | $403.2 萬 | 0.06% | +3,035+17.7% | 加碼 |
| Gotham Asset Management, LLC | 21,170 | $422.8 萬 | 0.04% | −263−1.2% | 減碼 |
| New York State Common Retirement Fund | 21,561 | $430.6 萬 | 0.01% | −34,593−61.6% | 減碼 |
| Susquehanna International Group, LLP | 21,564 | $430.7 萬 | 0.01% | +21,564 | 新進 |
| Prudential Financial Inc | 21,570 | $430.8 萬 | 0.01% | −5,940−21.6% | 減碼 |