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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 3,882 | $77.5 萬 | 0.00% | 00.0% | 不變 |
| Pier Capital, LLC | 3,773 | $75.4 萬 | 0.13% | +2,208+141.1% | 加碼 |
| TLWM | 3,771 | $75.3 萬 | 0.15% | +199+5.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,728 | $74.5 萬 | 0.02% | +586+18.7% | 加碼 |
| Nisa Investment Advisors, LLC | 3,685 | $73.6 萬 | 0.00% | −100−2.6% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 3,673 | $73.4 萬 | 0.42% | +240+7.0% | 加碼 |
| First National Bank of Hutchinson | 3,556 | $71.0 萬 | 0.47% | +1,012+39.8% | 加碼 |
| Isthmus Partners, LLC | 3,490 | $69.7 萬 | 0.09% | −370−9.6% | 減碼 |
| Ransom Advisory, Ltd | 3,450 | $68.9 萬 | 0.34% | 00.0% | 不變 |
| Inceptionr LLC | 3,400 | $67.9 萬 | 0.20% | +20+0.6% | 加碼 |
| Federated Hermes, Inc. | 3,352 | $66.9 萬 | 0.00% | +425+14.5% | 加碼 |
| Sanctuary Advisors, LLC | 3,310 | $66.1 萬 | 0.00% | −380−10.3% | 減碼 |
| Legend Financial Advisors, Inc. | 3,182 | $63.6 萬 | 0.47% | +3,182 | 新進 |
| HGK Asset Management Inc | 3,156 | $63.0 萬 | 0.13% | −69−2.1% | 減碼 |
| Zions Bancorporation, National Association | 3,150 | $62.9 萬 | 0.04% | +3,150 | 新進 |
| Banque Pictet & Cie SA | 3,124 | $62.4 萬 | 0.01% | +3,124 | 新進 |
| Baird Financial Group, Inc. | 3,082 | $61.6 萬 | 0.00% | +879+39.9% | 加碼 |
| Foster & Motley Inc | 3,067 | $61.3 萬 | 0.04% | −1,229−28.6% | 減碼 |
| Merit Financial Group, LLC | 3,057 | $61.1 萬 | 0.01% | +2,183+249.8% | 加碼 |
| O'Rourke & Company, Inc | 2,911 | $58.1 萬 | 0.29% | −3−0.1% | 減碼 |
| Entropy Technologies, LP | 2,908 | $58.1 萬 | 0.06% | −1,992−40.7% | 減碼 |
| Aviva PLC | 2,851 | $56.9 萬 | 0.00% | +821+40.4% | 加碼 |
| Pitcairn Co | 2,850 | $56.9 萬 | 0.03% | +50+1.8% | 加碼 |
| Coldstream Capital Management Inc | 2,806 | $56.0 萬 | 0.01% | +27+1.0% | 加碼 |
| Illinois Municipal Retirement Fund | 2,791 | $55.7 萬 | 0.01% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 2,780 | $55.5 萬 | 0.09% | +2,780 | 新進 |
| Commonwealth Equity Services, LLC | 2,778 | $55.5 萬 | 0.00% | +248+9.8% | 加碼 |
| Blueshift Asset Management, LLC | 2,777 | $55.5 萬 | 0.22% | +2,777 | 新進 |
| Caitlin John, LLC | 2,759 | $55.1 萬 | 0.54% | −3,937−58.8% | 減碼 |
| Securian Asset Management, Inc | 2,752 | $55.0 萬 | 0.02% | +100+3.8% | 加碼 |
| TD Private Client Wealth LLC | 2,684 | $53.6 萬 | 0.01% | +1,530+132.6% | 加碼 |
| RSM US Wealth Management LLC | 2,671 | $53.3 萬 | 0.01% | −83−3.0% | 減碼 |
| Squarepoint Ops LLC | 2,655 | $53.0 萬 | 0.00% | −16,058−85.8% | 減碼 |
| Aviance Capital Partners, LLC | 2,628 | $52.5 萬 | 0.07% | −25−0.9% | 減碼 |
| Mercer Global Advisors Inc | 2,590 | $51.7 萬 | 0.00% | +293+12.8% | 加碼 |
| Bayesian Capital Management, LP | 2,563 | $51.2 萬 | 0.08% | +2,563 | 新進 |
| Crossmark Global Holdings, Inc. | 2,545 | $50.8 萬 | 0.01% | −329−11.4% | 減碼 |
| Advisor Group Holdings, Inc. | 2,424 | $48.4 萬 | 0.00% | −48−1.9% | 減碼 |
| Vestcor Inc | 2,408 | $48.1 萬 | 0.02% | −6,851−74.0% | 減碼 |
| Unique Wealth Strategies, LLC | 2,387 | $47.7 萬 | 0.22% | +2,387 | 新進 |
| Yorktown Management & Research Co Inc | 2,375 | $47.4 萬 | 0.52% | 00.0% | 不變 |
| Nicholas Investment Partners, LP | 2,355 | $47.0 萬 | 0.05% | −80,349−97.2% | 減碼 |
| United Services Automobile Association | 2,351 | $46.9 萬 | 0.01% | +2,351 | 新進 |
| Intrust Bank NA | 2,322 | $46.4 萬 | 0.05% | −280−10.8% | 減碼 |
| Equitable Holdings, Inc. | 2,298 | $45.9 萬 | 0.00% | +2,298 | 新進 |
| Toroso Investments, LLC | 2,285 | $45.6 萬 | 0.00% | +2,285 | 新進 |
| The PNC Financial Services Group, Inc. | 2,250 | $44.9 萬 | 0.00% | +193+9.4% | 加碼 |
| Daiwa Securities Group Inc. | 2,250 | $44.9 萬 | 0.00% | +1,790+389.1% | 加碼 |
| Argonautica Private Wealth Management, Inc | 2,238 | $44.7 萬 | 0.15% | −122−5.2% | 減碼 |
| Ethic Inc. | 2,225 | $44.6 萬 | 0.01% | −1,378−38.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 2,160 | $43.1 萬 | 0.00% | −668−23.6% | 減碼 |
| Blair William & Co | 2,098 | $41.9 萬 | 0.00% | +500+31.3% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,009 | $40.1 萬 | 0.11% | +2,009 | 新進 |
| Bayforest Capital Ltd | 2,005 | $40.0 萬 | 0.17% | +2,005 | 新進 |
| Voleon Capital Management LP | 2,004 | $40.0 萬 | 0.03% | +2,004 | 新進 |
| Caxton Associates LLP | 1,983 | $39.6 萬 | 0.01% | +1,983 | 新進 |
| Sterling Capital Management LLC | 1,971 | $39.4 萬 | 0.01% | −154−7.2% | 減碼 |
| Scientech Research LLC | 1,946 | $38.9 萬 | 0.10% | +1,946 | 新進 |
| Magnetar Financial LLC | 1,934 | $38.6 萬 | 0.01% | −280−12.6% | 減碼 |
| Diversify Wealth Management, LLC | 1,914 | $38.1 萬 | 0.03% | −129−6.3% | 減碼 |
| Utah Retirement Systems | 1,900 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| Alamea Verwaltungs GmbH | 1,870 | $37.3 萬 | 0.32% | +1,870 | 新進 |
| Hardy Reed LLC | 1,854 | $37.0 萬 | 0.03% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 1,854 | $37.0 萬 | 0.03% | +1,854 | 新進 |
| Mount Yale Investment Advisors, LLC | 1,853 | $37.0 萬 | 0.03% | +32+1.8% | 加碼 |
| SG Americas Securities, LLC | 1,851 | $37.0 萬 | 0.00% | +1,851 | 新進 |
| Manchester Capital Management LLC | 1,851 | $37.0 萬 | 0.05% | +274+17.4% | 加碼 |
| CastleKnight Management LP | 1,800 | $35.9 萬 | 0.04% | +1,800 | 新進 |
| Commerce Bank | 1,797 | $35.9 萬 | 0.00% | −3−0.2% | 減碼 |
| Greenleaf Trust | 1,781 | $35.6 萬 | 0.00% | −4−0.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,777 | $35.5 萬 | 0.02% | −41−2.3% | 減碼 |
| Quadrant Capital Group LLC | 1,748 | $34.9 萬 | 0.01% | +1,152+193.3% | 加碼 |
| Evercore Wealth Management, LLC | 1,720 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 1,720 | $34.4 萬 | 0.22% | 00.0% | 不變 |
| Freestone Grove Partners LP | 1,693 | $33.8 萬 | 0.00% | +1,693 | 新進 |
| Qsemble Capital Management, LP | 1,681 | $33.6 萬 | 0.04% | +137+8.9% | 加碼 |
| Maryland State Retirement & Pension System | 1,676 | $33.5 萬 | 0.01% | −373−18.2% | 減碼 |
| Syon Capital LLC | 1,646 | $32.9 萬 | 0.03% | +1,646 | 新進 |
| KBC Group NV | 1,601 | $32.0 萬 | 0.00% | +144+9.9% | 加碼 |
| Mutual Advisors, LLC | 1,605 | $31.7 萬 | 0.01% | −82−4.9% | 減碼 |
| Vinva Investment Management Ltd | 995 | $31.6 萬 | 0.01% | +995 | 新進 |
| Tower Research Capital LLC (TRC) | 1,575 | $31.5 萬 | 0.01% | −846−34.9% | 減碼 |
| Summit Financial, LLC | 1,548 | $30.9 萬 | 0.01% | +586+60.9% | 加碼 |
| Journey Strategic Wealth LLC | 1,545 | $30.9 萬 | 0.01% | +49+3.3% | 加碼 |
| First Bank & Trust | 1,540 | $30.8 萬 | 0.06% | −3−0.2% | 減碼 |
| Headlands Technologies LLC | 1,533 | $30.6 萬 | 0.03% | +101+7.1% | 加碼 |
| M&T Bank Corp | 1,527 | $30.5 萬 | 0.00% | −279−15.4% | 減碼 |
| Cookson Peirce & Co Inc | 1,522 | $30.4 萬 | 0.02% | −134,916−98.9% | 減碼 |
| Sherbrooke Park Advisers LLC | 1,516 | $30.3 萬 | 0.14% | +703+86.5% | 加碼 |
| HB Wealth Management, LLC | 1,516 | $30.3 萬 | 0.00% | +728+92.4% | 加碼 |
| Gruss & Co., LLC | 1,500 | $30.0 萬 | 1.31% | +1,500 | 新進 |
| Keybank National Association | 1,500 | $30.0 萬 | 0.00% | −708−32.1% | 減碼 |
| R Squared Ltd | 1,496 | $29.9 萬 | 0.32% | +766+104.9% | 加碼 |
| Farringdon Capital, Ltd. | 1,456 | $29.1 萬 | 0.15% | +657+82.2% | 加碼 |
| EP Wealth Advisors, LLC | 1,453 | $29.0 萬 | 0.00% | −93−6.0% | 減碼 |
| Toronto Dominion Bank | 1,441 | $28.8 萬 | 0.00% | −140−8.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,441 | $28.8 萬 | 0.00% | +435+43.2% | 加碼 |
| Bryn Mawr Trust Co | 1,439 | $28.7 萬 | 0.01% | −462−24.3% | 減碼 |
| Legacy Capital Group California, Inc. | 1,435 | $28.7 萬 | 0.10% | +361+33.6% | 加碼 |
| Buckingham Strategic Partners | 1,419 | $28.3 萬 | 0.00% | +1,419 | 新進 |