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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 10,736 | $214.4 萬 | 0.02% | −5,336−33.2% | 減碼 |
| Consolidated Planning Corp | 10,698 | $213.7 萬 | 0.29% | +2,264+26.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 10,683 | $213.4 萬 | 0.01% | −1,416−11.7% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 8,816 | $213.2 萬 | 0.39% | +5,270+148.6% | 加碼 |
| Essex Investment Management Co LLC | 10,634 | $212.4 萬 | 0.44% | −87−0.8% | 減碼 |
| HSBC Holdings PLC | 10,779 | $211.3 萬 | 0.00% | +5,119+90.4% | 加碼 |
| Arizona State Retirement System | 10,374 | $207.2 萬 | 0.01% | −196−1.9% | 減碼 |
| Quadrature Capital Ltd | 10,309 | $205.8 萬 | 0.05% | +1,346+15.0% | 加碼 |
| Denali Advisors LLC | 10,298 | $205.7 萬 | 0.23% | −776−7.0% | 減碼 |
| F/M Investments LLC | 10,244 | $204.6 萬 | 0.08% | −7,281−41.5% | 減碼 |
| Hancock Whitney Corp | 10,212 | $204.0 萬 | 0.07% | −928−8.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 10,140 | $202.5 萬 | 0.06% | +72+0.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,068 | $201.1 萬 | 0.01% | +483+5.0% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 9,940 | $198.5 萬 | 0.29% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 9,900 | $197.7 萬 | 0.04% | +100+1.0% | 加碼 |
| Truist Financial Corp | 9,814 | $196.0 萬 | 0.00% | +143+1.5% | 加碼 |
| JustInvest LLC | 9,697 | $193.7 萬 | 0.03% | +1,035+11.9% | 加碼 |
| PEAK6 LLC | 9,610 | $191.9 萬 | 0.08% | +9,610 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 9,563 | $191.0 萬 | 0.13% | +2,475+34.9% | 加碼 |
| Great Diamond Partners, LLC | 9,525 | $190.2 萬 | 0.52% | +81+0.9% | 加碼 |
| Campbell Newman Asset Management Inc | 9,507 | $189.9 萬 | 0.16% | −44−0.5% | 減碼 |
| Handelsbanken Fonder AB | 9,337 | $186.5 萬 | 0.01% | 00.0% | 不變 |
| CI Private Wealth, LLC | 9,336 | $186.5 萬 | 0.00% | +355+4.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 9,281 | $185.4 萬 | 0.01% | +1,497+19.2% | 加碼 |
| Eagle Rock Investment Company, LLC | 9,268 | $185.1 萬 | 0.32% | +5+0.1% | 加碼 |
| Wolverine Trading, LLC | 9,092 | $181.4 萬 | 0.06% | +9,092 | 新進 |
| O'Shaughnessy Asset Management, LLC | 8,838 | $176.5 萬 | 0.01% | −409−4.4% | 減碼 |
| Shilanski & Associates, Inc. | 8,684 | $173.4 萬 | 0.54% | +227+2.7% | 加碼 |
| State of Michigan Retirement System | 8,505 | $169.9 萬 | 0.01% | +100+1.2% | 加碼 |
| Atria Investments LLC | 8,493 | $169.6 萬 | 0.02% | −216−2.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,463 | $169.0 萬 | 0.01% | +644+8.2% | 加碼 |
| Quest Partners LLC | 8,438 | $168.5 萬 | 0.18% | +8,239+4,140.2% | 加碼 |
| Bank of Montreal | 8,307 | $165.9 萬 | 0.00% | +54+0.7% | 加碼 |
| Dana Investment Advisors, Inc. | 8,281 | $165.4 萬 | 0.06% | +1,144+16.0% | 加碼 |
| Deutsche Bank AG | 8,164 | $163.1 萬 | 0.00% | −8,419−50.8% | 減碼 |
| QSV Equity Investors LLC | 7,983 | $159.4 萬 | 1.65% | −18−0.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,872 | $157.2 萬 | 0.02% | +4+0.1% | 加碼 |
| Cinctive Capital Management LP | 7,824 | $156.3 萬 | 0.12% | +7,824 | 新進 |
| Neuberger Berman Group LLC | 7,575 | $151.3 萬 | 0.00% | −219,229−96.7% | 減碼 |
| Nations Financial Group Inc, | 7,566 | $151.1 萬 | 0.12% | +235+3.2% | 加碼 |
| Itau Unibanco Holding S.A. | 7,500 | $149.8 萬 | 0.06% | +5,300+240.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 7,445 | $148.7 萬 | 0.01% | +1,016+15.8% | 加碼 |
| KLP Kapitalforvaltning AS | 7,400 | $147.8 萬 | 0.01% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 7,300 | $145.8 萬 | 0.05% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 7,187 | $143.5 萬 | 0.06% | +168+2.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 7,178 | $143.4 萬 | 0.03% | −53−0.7% | 減碼 |
| Fifth Third Bancorp | 7,108 | $142.0 萬 | 0.01% | +134+1.9% | 加碼 |
| Washington Trust Advisors, Inc. | 7,045 | $140.7 萬 | 0.12% | −200−2.8% | 減碼 |
| Sargent Investment Group, LLC | 7,023 | $140.3 萬 | 0.22% | −1,526−17.9% | 減碼 |
| HighTower Advisors, LLC | 6,968 | $139.2 萬 | 0.00% | +111+1.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,966 | $139.1 萬 | 0.05% | −125−1.8% | 減碼 |
| James Investment Research Inc | 6,773 | $135.3 萬 | 0.17% | 00.0% | 不變 |
| Captrust Financial Advisors | 6,625 | $132.3 萬 | 0.00% | +564+9.3% | 加碼 |
| 111 Capital | 6,535 | $130.5 萬 | 0.25% | +6,535 | 新進 |
| DGS Capital Management, LLC | 6,493 | $129.7 萬 | 0.34% | +143+2.3% | 加碼 |
| Legato Capital Management LLC | 6,453 | $128.9 萬 | 0.17% | −10,204−61.3% | 減碼 |
| XTX Topco Ltd | 6,426 | $128.3 萬 | 0.07% | +5,269+455.4% | 加碼 |
| Hager Investment Management Services, LLC | 6,266 | $125.1 萬 | 0.88% | +796+14.6% | 加碼 |
| Radnor Capital Management, LLC | 6,265 | $125.1 萬 | 0.21% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 6,103 | $122.3 萬 | 0.42% | −138−2.2% | 減碼 |
| Valley National Advisers Inc | 6,119 | $122.1 萬 | 0.22% | −35−0.6% | 減碼 |
| TD Waterhouse Canada Inc. | 6,099 | $122.1 萬 | 0.01% | −8,170−57.3% | 減碼 |
| Private Client Services, LLC | 6,095 | $121.7 萬 | 0.60% | +854+16.3% | 加碼 |
| BancorpSouth Bank | 6,027 | $120.4 萬 | 0.09% | +64+1.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 5,967 | $119.6 萬 | 0.00% | −95−1.6% | 減碼 |
| Pictet Asset Management Holding SA | 5,988 | $119.6 萬 | 0.00% | +508+9.3% | 加碼 |
| Gsa Capital Partners LLP | 5,911 | $118.1 萬 | 0.11% | +5,911 | 新進 |
| Creative Planning | 5,802 | $115.9 萬 | 0.00% | +1,474+34.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 5,700 | $113.8 萬 | 0.01% | −1,126−16.5% | 減碼 |
| Croban | 5,577 | $111.4 萬 | 1.03% | −67−1.2% | 減碼 |
| Princeton Capital Management LLC | 5,334 | $106.5 萬 | 0.37% | +4,234+384.9% | 加碼 |
| CWM Advisors, LLC | 5,180 | $103.5 萬 | 0.12% | +923+21.7% | 加碼 |
| Janney Montgomery Scott LLC | 5,113 | $102.1 萬 | 0.00% | +1,660+48.1% | 加碼 |
| MML Investors Services, LLC | 5,067 | $101.2 萬 | 0.00% | +217+4.5% | 加碼 |
| Advisors Asset Management, Inc. | 5,057 | $101.0 萬 | 0.02% | −3,652−41.9% | 減碼 |
| Aigen Investment Management, LP | 4,949 | $98.8 萬 | 0.16% | +4,141+512.5% | 加碼 |
| Hanlon Investment Management, Inc. | 4,893 | $97.7 萬 | 0.74% | −502−9.3% | 減碼 |
| Vident Advisory, LLC | 4,874 | $97.3 萬 | 0.01% | +16+0.3% | 加碼 |
| Sit Investment Associates Inc | 4,865 | $97.2 萬 | 0.02% | +415+9.3% | 加碼 |
| First Eagle Investment Management, LLC | 4,843 | $96.7 萬 | 0.00% | −37,177−88.5% | 減碼 |
| Angeles Wealth Management, LLC | 4,816 | $96.2 萬 | 0.08% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 4,798 | $95.8 萬 | 0.03% | −22,932−82.7% | 減碼 |
| Summit Place Financial Advisors, LLC | 4,723 | $94.3 萬 | 0.53% | −210−4.3% | 減碼 |
| Winton Group Ltd | 4,696 | $93.8 萬 | 0.06% | +4,696 | 新進 |
| TownSquare Capital, LLC | 4,681 | $93.5 萬 | 0.01% | +539+13.0% | 加碼 |
| CWM, LLC | 4,559 | $91.1 萬 | 0.00% | +1,430+45.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,556 | $91.0 萬 | 0.00% | −1,323−22.5% | 減碼 |
| Acadian Asset Management LLC | 4,553 | $90.9 萬 | 0.00% | +2,775+156.1% | 加碼 |
| Legacy Wealth Asset Management, LLC | 4,520 | $90.3 萬 | 0.25% | −171−3.6% | 減碼 |
| Freedom Day Solutions, LLC | 4,510 | $90.1 萬 | 0.28% | −281−5.9% | 減碼 |
| Mackenzie Financial Corp | 4,478 | $89.4 萬 | 0.00% | +4,478 | 新進 |
| Buckhead Capital Management LLC | 4,407 | $88.0 萬 | 0.28% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 4,392 | $87.7 萬 | 0.04% | +2,519+134.5% | 加碼 |
| Cornerstone Investment Partners, LLC | 4,323 | $86.3 萬 | 0.04% | +504+13.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 4,205 | $84.0 萬 | 0.02% | +1,310+45.3% | 加碼 |
| Waterway Wealth Management, LLC | 4,201 | $83.9 萬 | 0.35% | +4,201 | 新進 |
| State of Alaska, Department of Revenue | 4,147 | $82.8 萬 | 0.01% | +110+2.7% | 加碼 |
| Xponance, Inc. | 4,138 | $82.6 萬 | 0.01% | −5−0.1% | 減碼 |
| BNP Paribas | 4,095 | $81.8 萬 | 0.03% | −320−7.2% | 減碼 |
| FORA Capital, LLC | 4,037 | $80.6 萬 | 0.08% | +4,037 | 新進 |