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 |
|---|---|---|---|---|---|
| Frontier Capital Management Co LLC | 47,826 | $955.2 萬 | 0.10% | −42,307−46.9% | 減碼 |
| Intech Investment Management LLC | 46,654 | $931.8 萬 | 0.10% | +19,839+74.0% | 加碼 |
| Public Sector Pension Investment Board | 46,000 | $918.7 萬 | 0.04% | +46,000 | 新進 |
| Bridgewater Associates, LP | 45,286 | $904.5 萬 | 0.04% | +12,031+36.2% | 加碼 |
| Brandywine Global Investment Management, LLC | 45,136 | $901.5 萬 | 0.06% | +8,318+22.6% | 加碼 |
| Jump Financial, LLC | 44,918 | $897.1 萬 | 0.13% | +43,412+2,882.6% | 加碼 |
| Allianz Asset Management GmbH | 43,413 | $867.0 萬 | 0.01% | −8,283−16.0% | 減碼 |
| Stifel Financial Corp | 42,539 | $849.6 萬 | 0.01% | +11,610+37.5% | 加碼 |
| Morse Asset Management, Inc | 41,910 | $837.0 萬 | 2.11% | +4,856+13.1% | 加碼 |
| Capital Fund Management S.A. | 41,795 | $834.7 萬 | 0.11% | +41,795 | 新進 |
| Ceredex Value Advisors LLC | 41,300 | $824.8 萬 | 0.18% | +5,050+13.9% | 加碼 |
| Castleark Management LLC | 40,020 | $799.3 萬 | 0.28% | +900+2.3% | 加碼 |
| Cresset Asset Management, LLC | 39,801 | $794.9 萬 | 0.04% | −257−0.6% | 減碼 |
| Verition Fund Management LLC | 39,486 | $788.6 萬 | 0.05% | +28,588+262.3% | 加碼 |
| Eisler Capital Management Ltd. | 39,413 | $787.4 萬 | 0.24% | +39,413 | 新進 |
| Pinebridge Investments, L.P. | 39,348 | $785.9 萬 | 0.06% | +6,899+21.3% | 加碼 |
| Jackson Wealth Management, LLC | 39,295 | $784.8 萬 | 0.95% | −508−1.3% | 減碼 |
| Corebridge Financial, Inc. | 39,106 | $781.0 萬 | 0.04% | −958−2.4% | 減碼 |
| Voya Investment Management LLC | 38,848 | $775.9 萬 | 0.01% | +8,030+26.1% | 加碼 |
| Quantinno Capital Management LP | 37,561 | $750.2 萬 | 0.05% | +18,317+95.2% | 加碼 |
| Alps Advisors Inc | 37,029 | $739.5 萬 | 0.04% | +4,312+13.2% | 加碼 |
| Channing Capital Management, LLC | 36,874 | $736.4 萬 | 0.22% | −95,246−72.1% | 減碼 |
| Bokf, NA | 36,649 | $732.0 萬 | 0.13% | +36,649 | 新進 |
| State Board of Administration of Florida Retirement System | 36,245 | $723.9 萬 | 0.01% | 00.0% | 不變 |
| Royal Bank of Canada | 35,747 | $713.9 萬 | 0.00% | −21,330−37.4% | 減碼 |
| Jefferies Financial Group Inc. | 35,151 | $702.0 萬 | 0.12% | +34,128+3,336.1% | 加碼 |
| Appleton Partners Inc | 34,977 | $698.6 萬 | 0.54% | +3,553+11.3% | 加碼 |
| Dorsey Wright & Associates | 34,927 | $697.6 萬 | 1.78% | −8,895−20.3% | 減碼 |
| Royce & Associates LP | 34,200 | $683.0 萬 | 0.07% | −39,350−53.5% | 減碼 |
| Treasurer of the State of North Carolina | 34,144 | $681.9 萬 | 0.03% | +17,482+104.9% | 加碼 |
| Point72 Hong Kong Ltd | 33,964 | $678.3 萬 | 0.48% | +33,964 | 新進 |
| California State Teachers Retirement System | 33,650 | $672.1 萬 | 0.01% | −381−1.1% | 減碼 |
| LPL Financial LLC | 32,615 | $651.4 萬 | 0.00% | +402+1.2% | 加碼 |
| Van Eck Associates Corp | 32,417 | $647.4 萬 | 0.01% | +3,148+10.8% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 31,710 | $633.3 萬 | 0.37% | +1,015+3.3% | 加碼 |
| Marshall Wace, LLP | 31,542 | $630.0 萬 | 0.01% | +29,042+1,161.7% | 加碼 |
| Russell Investments Group, Ltd. | 31,513 | $629.4 萬 | 0.01% | −45,273−59.0% | 減碼 |
| Barclays PLC | 30,590 | $610.9 萬 | 0.00% | −6,799−18.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,969 | $598.5 萬 | 0.01% | −4,562−13.2% | 減碼 |
| Verdence Capital Advisors LLC | 29,332 | $585.8 萬 | 0.45% | +1,017+3.6% | 加碼 |
| Great West Life Assurance Co | 29,191 | $583.2 萬 | 0.01% | −1,508−4.9% | 減碼 |
| Ensign Peak Advisors, Inc | 29,094 | $581.1 萬 | 0.01% | +4,680+19.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 28,966 | $578.5 萬 | 0.09% | −816−2.7% | 減碼 |
| SEI Investments Co | 28,052 | $560.3 萬 | 0.01% | −7,856−21.9% | 減碼 |
| Walleye Capital LLC | 26,537 | $530.0 萬 | 0.06% | +25,757+3,302.2% | 加碼 |
| Cerity Partners LLC | 26,504 | $529.3 萬 | 0.01% | +1,098+4.3% | 加碼 |
| Sarasin & Partners LLP | 25,000 | $499.3 萬 | 0.05% | 00.0% | 不變 |
| Peregrine Investment Management Inc | 23,710 | $473.5 萬 | 3.53% | +8,630+57.2% | 加碼 |
| Aquatic Capital Management LLC | 23,427 | $467.9 萬 | 0.12% | +3,595+18.1% | 加碼 |
| Mitchell Capital Management Co | 22,572 | $450.8 萬 | 0.86% | +4,489+24.8% | 加碼 |
| Colony Group, LLC | 21,787 | $435.1 萬 | 0.01% | +422+2.0% | 加碼 |
| Prudential Financial Inc | 21,570 | $430.8 萬 | 0.01% | −5,940−21.6% | 減碼 |
| Susquehanna International Group, LLP | 21,564 | $430.7 萬 | 0.01% | +21,564 | 新進 |
| New York State Common Retirement Fund | 21,561 | $430.6 萬 | 0.01% | −34,593−61.6% | 減碼 |
| Gotham Asset Management, LLC | 21,170 | $422.8 萬 | 0.04% | −263−1.2% | 減碼 |
| Advisors Capital Management, LLC | 20,188 | $403.2 萬 | 0.06% | +3,035+17.7% | 加碼 |
| Algert Global LLC | 20,179 | $403.0 萬 | 0.10% | 00.0% | 不變 |
| Lecap Asset Management Ltd | 19,793 | $395.3 萬 | 0.92% | +11,873+149.9% | 加碼 |
| MetLife Investment Management | 19,661 | $392.7 萬 | 0.02% | −306−1.5% | 減碼 |
| Guggenheim Capital LLC | 19,524 | $389.9 萬 | 0.04% | −8,191−29.6% | 減碼 |
| HRT Financial LP | 19,023 | $379.9 萬 | 0.02% | +19,023 | 新進 |
| Brevan Howard Capital Management LP | 18,618 | $371.8 萬 | 0.10% | +17,891+2,460.9% | 加碼 |
| Axxcess Wealth Management, LLC | 18,577 | $371.0 萬 | 0.10% | +17,783+2,239.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 18,435 | $368.2 萬 | 0.28% | +12,826+228.7% | 加碼 |
| Mutual of America Capital Management LLC | 18,221 | $363.9 萬 | 0.04% | −481−2.6% | 減碼 |
| Lazard Asset Management LLC | 18,219 | $363.8 萬 | 0.01% | −74−0.4% | 減碼 |
| Fieldview Capital Management, LLC | 17,830 | $356.1 萬 | 0.50% | +17,830 | 新進 |
| Cetera Investment Advisers | 17,085 | $341.2 萬 | 0.01% | +4,781+38.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 17,075 | $341.0 萬 | 0.00% | +15,521+998.8% | 加碼 |
| Advisory Services Network, LLC | 17,027 | $340.1 萬 | 0.07% | +307+1.8% | 加碼 |
| Quantbot Technologies LP | 16,791 | $335.3 萬 | 0.11% | +3,203+23.6% | 加碼 |
| Amalgamated Bank | 16,563 | $330.8 萬 | 0.03% | −605−3.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 16,440 | $328.3 萬 | 0.03% | +1,744+11.9% | 加碼 |
| Public Employees Retirement System of Ohio | 16,319 | $325.9 萬 | 0.01% | −7,087−30.3% | 減碼 |
| Janus Henderson Group PLC | 15,965 | $318.6 萬 | 0.00% | −700−4.2% | 減碼 |
| Ieq Capital, LLC | 15,847 | $316.5 萬 | 0.03% | +5,138+48.0% | 加碼 |
| Centric Wealth Management | 15,303 | $305.6 萬 | 0.80% | +440+3.0% | 加碼 |
| Harbor Advisors LLC | 15,000 | $299.6 萬 | 0.52% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 14,743 | $294.4 萬 | 0.01% | −20,769−58.5% | 減碼 |
| Comerica Bank | 14,567 | $290.9 萬 | 0.01% | −765−5.0% | 減碼 |
| State of Tennessee, Treasury Department | 14,365 | $286.9 萬 | 0.01% | 00.0% | 不變 |
| Alberta Investment Management Corp | 13,943 | $278.5 萬 | 0.02% | −8,870−38.9% | 減碼 |
| Tremblant Capital Group | 13,839 | $276.4 萬 | 0.34% | +594+4.5% | 加碼 |
| Natixis Advisors, L.P. | 13,139 | $262.4 萬 | 0.00% | −1,583−10.8% | 減碼 |
| EFG Asset Management (North America) Corp. | 13,109 | $261.7 萬 | 0.43% | −2,380−15.4% | 減碼 |
| US Bancorp | 13,010 | $259.8 萬 | 0.00% | +221+1.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 13,005 | $259.7 萬 | 0.03% | −28−0.2% | 減碼 |
| Bridge City Capital, LLC | 12,949 | $258.6 萬 | 0.78% | −73−0.6% | 減碼 |
| South Dakota Investment Council | 12,822 | $256.1 萬 | 0.05% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 12,649 | $252.6 萬 | 0.03% | −321−2.5% | 減碼 |
| Mariner, LLC | 12,249 | $244.6 萬 | 0.00% | −2,889−19.1% | 減碼 |
| Algebris (UK) Ltd | 13,191 | $243.9 萬 | 0.44% | +13,191 | 新進 |
| Pathstone Holdings, LLC | 11,938 | $238.4 萬 | 0.01% | −76−0.6% | 減碼 |
| Rocky Mountain Advisers, LLC | 11,900 | $237.7 萬 | 0.73% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 11,868 | $237.0 萬 | 0.01% | +2,055+20.9% | 加碼 |
| Centiva Capital, LP | 11,642 | $232.5 萬 | 0.13% | −4,560−28.1% | 減碼 |
| 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 |
| Bridges Investment Management Inc | 10,998 | $219.7 萬 | 0.03% | +5,795+111.4% | 加碼 |
| Point72 (DIFC) Ltd | 10,931 | $218.3 萬 | 0.21% | +10,931 | 新進 |