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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 21,787 | $435.1 萬 | 0.01% | +422+2.0% | 加碼 |
| Mitchell Capital Management Co | 22,572 | $450.8 萬 | 0.86% | +4,489+24.8% | 加碼 |
| Aquatic Capital Management LLC | 23,427 | $467.9 萬 | 0.12% | +3,595+18.1% | 加碼 |
| Peregrine Investment Management Inc | 23,710 | $473.5 萬 | 3.53% | +8,630+57.2% | 加碼 |
| Sarasin & Partners LLP | 25,000 | $499.3 萬 | 0.05% | 00.0% | 不變 |
| Cerity Partners LLC | 26,504 | $529.3 萬 | 0.01% | +1,098+4.3% | 加碼 |
| Walleye Capital LLC | 26,537 | $530.0 萬 | 0.06% | +25,757+3,302.2% | 加碼 |
| SEI Investments Co | 28,052 | $560.3 萬 | 0.01% | −7,856−21.9% | 減碼 |
| Segall Bryant & Hamill, LLC | 28,966 | $578.5 萬 | 0.09% | −816−2.7% | 減碼 |
| Ensign Peak Advisors, Inc | 29,094 | $581.1 萬 | 0.01% | +4,680+19.2% | 加碼 |
| Great West Life Assurance Co | 29,191 | $583.2 萬 | 0.01% | −1,508−4.9% | 減碼 |
| Verdence Capital Advisors LLC | 29,332 | $585.8 萬 | 0.45% | +1,017+3.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,969 | $598.5 萬 | 0.01% | −4,562−13.2% | 減碼 |
| Barclays PLC | 30,590 | $610.9 萬 | 0.00% | −6,799−18.2% | 減碼 |
| Russell Investments Group, Ltd. | 31,513 | $629.4 萬 | 0.01% | −45,273−59.0% | 減碼 |
| Marshall Wace, LLP | 31,542 | $630.0 萬 | 0.01% | +29,042+1,161.7% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 31,710 | $633.3 萬 | 0.37% | +1,015+3.3% | 加碼 |
| Van Eck Associates Corp | 32,417 | $647.4 萬 | 0.01% | +3,148+10.8% | 加碼 |
| LPL Financial LLC | 32,615 | $651.4 萬 | 0.00% | +402+1.2% | 加碼 |
| California State Teachers Retirement System | 33,650 | $672.1 萬 | 0.01% | −381−1.1% | 減碼 |
| Point72 Hong Kong Ltd | 33,964 | $678.3 萬 | 0.48% | +33,964 | 新進 |
| Treasurer of the State of North Carolina | 34,144 | $681.9 萬 | 0.03% | +17,482+104.9% | 加碼 |
| Royce & Associates LP | 34,200 | $683.0 萬 | 0.07% | −39,350−53.5% | 減碼 |
| Dorsey Wright & Associates | 34,927 | $697.6 萬 | 1.78% | −8,895−20.3% | 減碼 |
| Appleton Partners Inc | 34,977 | $698.6 萬 | 0.54% | +3,553+11.3% | 加碼 |
| Jefferies Financial Group Inc. | 35,151 | $702.0 萬 | 0.12% | +34,128+3,336.1% | 加碼 |
| Royal Bank of Canada | 35,747 | $713.9 萬 | 0.00% | −21,330−37.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 36,245 | $723.9 萬 | 0.01% | 00.0% | 不變 |
| Bokf, NA | 36,649 | $732.0 萬 | 0.13% | +36,649 | 新進 |
| Channing Capital Management, LLC | 36,874 | $736.4 萬 | 0.22% | −95,246−72.1% | 減碼 |
| Alps Advisors Inc | 37,029 | $739.5 萬 | 0.04% | +4,312+13.2% | 加碼 |
| Quantinno Capital Management LP | 37,561 | $750.2 萬 | 0.05% | +18,317+95.2% | 加碼 |
| Voya Investment Management LLC | 38,848 | $775.9 萬 | 0.01% | +8,030+26.1% | 加碼 |
| Corebridge Financial, Inc. | 39,106 | $781.0 萬 | 0.04% | −958−2.4% | 減碼 |
| Jackson Wealth Management, LLC | 39,295 | $784.8 萬 | 0.95% | −508−1.3% | 減碼 |
| Pinebridge Investments, L.P. | 39,348 | $785.9 萬 | 0.06% | +6,899+21.3% | 加碼 |
| Eisler Capital Management Ltd. | 39,413 | $787.4 萬 | 0.24% | +39,413 | 新進 |
| Verition Fund Management LLC | 39,486 | $788.6 萬 | 0.05% | +28,588+262.3% | 加碼 |
| Cresset Asset Management, LLC | 39,801 | $794.9 萬 | 0.04% | −257−0.6% | 減碼 |
| Castleark Management LLC | 40,020 | $799.3 萬 | 0.28% | +900+2.3% | 加碼 |
| Ceredex Value Advisors LLC | 41,300 | $824.8 萬 | 0.18% | +5,050+13.9% | 加碼 |
| Capital Fund Management S.A. | 41,795 | $834.7 萬 | 0.11% | +41,795 | 新進 |
| Morse Asset Management, Inc | 41,910 | $837.0 萬 | 2.11% | +4,856+13.1% | 加碼 |
| Stifel Financial Corp | 42,539 | $849.6 萬 | 0.01% | +11,610+37.5% | 加碼 |
| Allianz Asset Management GmbH | 43,413 | $867.0 萬 | 0.01% | −8,283−16.0% | 減碼 |
| Jump Financial, LLC | 44,918 | $897.1 萬 | 0.13% | +43,412+2,882.6% | 加碼 |
| Brandywine Global Investment Management, LLC | 45,136 | $901.5 萬 | 0.06% | +8,318+22.6% | 加碼 |
| Bridgewater Associates, LP | 45,286 | $904.5 萬 | 0.04% | +12,031+36.2% | 加碼 |
| Public Sector Pension Investment Board | 46,000 | $918.7 萬 | 0.04% | +46,000 | 新進 |
| Intech Investment Management LLC | 46,654 | $931.8 萬 | 0.10% | +19,839+74.0% | 加碼 |
| Frontier Capital Management Co LLC | 47,826 | $955.2 萬 | 0.10% | −42,307−46.9% | 減碼 |
| New York State Teachers Retirement System | 47,896 | $956.6 萬 | 0.02% | −2,858−5.6% | 減碼 |
| Nitorum Capital, L.P. | 48,828 | $975.2 萬 | 1.37% | −12,863−20.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 49,923 | $997.1 萬 | 0.01% | +36,418+269.7% | 加碼 |
| CCM Investment Advisers LLC | 53,438 | $1,067 萬 | 1.31% | −5,168−8.8% | 減碼 |
| Jane Street Group, LLC | 54,506 | $1,089 萬 | 0.02% | +23,458+75.6% | 加碼 |
| GW&K Investment Management, LLC | 56,168 | $1,122 萬 | 0.10% | −339−0.6% | 減碼 |
| Holocene Advisors, LP | 56,545 | $1,129 萬 | 0.03% | +56,545 | 新進 |
| Peregrine Capital Management LLC | 56,552 | $1,129 萬 | 0.37% | +14,899+35.8% | 加碼 |
| Wells Fargo & Company | 58,281 | $1,164 萬 | 0.00% | −19,469−25.0% | 減碼 |
| Alliancebernstein L.P. | 58,531 | $1,169 萬 | 0.00% | −690−1.2% | 減碼 |
| Ameriprise Financial Inc | 59,101 | $1,180 萬 | 0.00% | −5,474−8.5% | 減碼 |
| Thrivent Financial for Lutherans | 60,463 | $1,208 萬 | 0.03% | +30,586+102.4% | 加碼 |
| Canada Pension Plan Investment Board | 62,300 | $1,244 萬 | 0.01% | +25,800+70.7% | 加碼 |
| AE Wealth Management LLC | 63,868 | $1,276 萬 | 0.11% | +10,387+19.4% | 加碼 |
| California Public Employees Retirement System | 67,020 | $1,339 萬 | 0.01% | −3,564−5.0% | 減碼 |
| Waratah Capital Advisors Ltd. | 68,828 | $1,375 萬 | 0.94% | +68,828 | 新進 |
| Trexquant Investment LP | 68,889 | $1,376 萬 | 0.16% | +22,190+47.5% | 加碼 |
| State of Wisconsin Investment Board | 69,890 | $1,396 萬 | 0.04% | −2,688−3.7% | 減碼 |
| Swiss National Bank | 70,100 | $1,400 萬 | 0.01% | −1,500−2.1% | 減碼 |
| Glenmede Trust Co NA | 70,839 | $1,415 萬 | 0.08% | −2,116−2.9% | 減碼 |
| Agf Management Ltd | 71,505 | $1,428 萬 | 0.08% | +32,902+85.2% | 加碼 |
| Legal & General Group Plc | 71,955 | $1,437 萬 | 0.00% | +2,282+3.3% | 加碼 |
| Moran Wealth Management, LLC | 72,033 | $1,439 萬 | 0.48% | −770−1.1% | 減碼 |
| Empire Life Investments Inc. | 74,851 | $1,495 萬 | 0.97% | +74,851 | 新進 |
| Basswood Capital Management, L.L.C. | 76,420 | $1,526 萬 | 0.86% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 79,480 | $1,587 萬 | 0.10% | +6,700+9.2% | 加碼 |
| Schroder Investment Management Group | 81,622 | $1,629 萬 | 0.02% | −37,387−31.4% | 減碼 |
| Great Lakes Advisors, LLC | 85,709 | $1,712 萬 | 0.15% | −3,008−3.4% | 減碼 |
| WCM Investment Management, LLC | 86,580 | $1,727 萬 | 0.04% | +15,776+22.3% | 加碼 |
| Amundi | 98,857 | $1,756 萬 | 0.01% | +64,137+184.7% | 加碼 |
| Engineers Gate Manager LP | 88,929 | $1,776 萬 | 0.30% | +65,919+286.5% | 加碼 |
| Man Group plc | 89,335 | $1,784 萬 | 0.05% | −20,718−18.8% | 減碼 |
| National Bank of Canada | 90,127 | $1,800 萬 | 0.02% | +89,349+11,484.4% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 92,764 | $1,853 萬 | 1.33% | +17,048+22.5% | 加碼 |
| Citadel Advisors LLC | 92,953 | $1,856 萬 | 0.02% | +64,632+228.2% | 加碼 |
| Twinbeech Capital LP | 93,431 | $1,866 萬 | 0.34% | +91,405+4,511.6% | 加碼 |
| Voloridge Investment Management, LLC | 95,210 | $1,902 萬 | 0.07% | +95,210 | 新進 |
| STRS Ohio | 95,941 | $1,916 萬 | 0.08% | −9,059−8.6% | 減碼 |
| Rhumbline Advisers | 96,026 | $1,918 萬 | 0.02% | −1,152−1.2% | 減碼 |
| Citigroup Inc | 100,746 | $2,012 萬 | 0.02% | +83,704+491.2% | 加碼 |
| American Century Companies Inc | 100,997 | $2,017 萬 | 0.01% | −49,070−32.7% | 減碼 |
| UBS Asset Management Americas Inc | 105,398 | $2,105 萬 | 0.01% | +289+0.3% | 加碼 |
| Rockefeller Capital Management L.P. | 105,474 | $2,107 萬 | 0.05% | +13,521+14.7% | 加碼 |
| Victory Capital Management Inc | 106,510 | $2,127 萬 | 0.02% | −16,363−13.3% | 減碼 |
| ProShare Advisors LLC | 107,645 | $2,150 萬 | 0.05% | −20,527−16.0% | 減碼 |
| Retirement Systems of Alabama | 113,559 | $2,268 萬 | 0.09% | +430.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 118,000 | $2,357 萬 | 0.04% | +118,000 | 新進 |
| Envestnet Asset Management Inc | 123,292 | $2,462 萬 | 0.01% | +22,479+22.3% | 加碼 |
| Lord, Abbett & Co. LLC | 123,569 | $2,468 萬 | 0.09% | −631,449−83.6% | 減碼 |