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 2 季 13F 持有人
Evercore Inc. 在 2025/6/30 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
- 566
- 較 2025 年第 1 季 +18 家
- 持有股數
- 3,572 萬
- 較 2025 年第 1 季 +137.5 萬 (+4.0%)
- 總市值
- $96.5 億
- 較 2025 年第 1 季 +$27.9 億 (+40.8%)
- 新進機構
- 118
- 另有 198 家加碼
- 清倉機構
- 100
- 另有 189 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,837,425 | $10.4 億 | 0.02% | −25,265−0.7% | 減碼 |
| BlackRock, Inc. | 3,569,824 | $9.64 億 | 0.02% | −3110.0% | 減碼 |
| Boston Partners | 1,720,164 | $4.65 億 | 0.52% | +181,137+11.8% | 加碼 |
| Invesco Ltd. | 1,407,278 | $3.80 億 | 0.06% | +540,401+62.3% | 加碼 |
| Millennium Management LLC | 1,246,759 | $3.37 億 | 0.30% | +636,871+104.4% | 加碼 |
| State Street Corp | 1,129,645 | $3.05 億 | 0.01% | −8,491−0.7% | 減碼 |
| TD Asset Management Inc | 955,407 | $2.58 億 | 0.22% | +372,036+63.8% | 加碼 |
| AQR Capital Management LLC | 872,844 | $2.36 億 | 0.19% | +386,479+79.5% | 加碼 |
| FMR LLC | 862,050 | $2.33 億 | 0.01% | +666,897+341.7% | 加碼 |
| Geode Capital Management, LLC | 831,588 | $2.25 億 | 0.02% | +59,611+7.7% | 加碼 |
| Price T Rowe Associates Inc | 654,335 | $1.77 億 | 0.02% | +141,174+27.5% | 加碼 |
| Morgan Stanley | 637,571 | $1.72 億 | 0.01% | −71,782−10.1% | 減碼 |
| Dimensional Fund Advisors LP | 626,761 | $1.69 億 | 0.04% | +65,797+11.7% | 加碼 |
| JPMorgan Chase & Co | 606,378 | $1.64 億 | 0.01% | −41,853−6.5% | 減碼 |
| Capital International Investors | 601,048 | $1.62 億 | 0.03% | +601,048 | 新進 |
| Norges Bank | 581,678 | $1.57 億 | 0.02% | +82,333+16.5% | 加碼 |
| Wellington Management Group LLP | 563,617 | $1.52 億 | 0.03% | +394,040+232.4% | 加碼 |
| Bahl & Gaynor Inc | 464,592 | $1.25 億 | 0.63% | +17,056+3.8% | 加碼 |
| Eminence Capital, LP | 447,048 | $1.21 億 | 1.78% | −87,327−16.3% | 減碼 |
| William Blair Investment Management, LLC | 395,088 | $1.07 億 | 0.28% | +395,088 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 381,029 | $1.03 億 | 0.38% | −304,515−44.4% | 減碼 |
| Channing Capital Management, LLC | 363,702 | $9,821 萬 | 2.73% | +326,828+886.3% | 加碼 |
| Charles Schwab Investment Management Inc | 362,151 | $9,779 萬 | 0.02% | +6,429+1.8% | 加碼 |
| Bank of New York Mellon Corp | 357,686 | $9,658 萬 | 0.02% | −21,650−5.7% | 減碼 |
| Fisher Asset Management, LLC | 319,773 | $8,635 萬 | 0.03% | −35,446−10.0% | 減碼 |
| Northern Trust Corp | 317,619 | $8,576 萬 | 0.01% | +22,526+7.6% | 加碼 |
| Paralel Advisors LLC | 300,000 | $8,101 萬 | 3.30% | 00.0% | 不變 |
| Stephens Investment Management Group LLC | 298,480 | $8,060 萬 | 1.06% | +13,223+4.6% | 加碼 |
| Bank of America Corp | 278,622 | $7,523 萬 | 0.01% | −16,756−5.7% | 減碼 |
| Goldman Sachs Group Inc | 251,050 | $6,779 萬 | 0.01% | −59,982−19.3% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 247,444 | $6,681 萬 | 3.16% | +247,444 | 新進 |
| Primecap Management Co | 230,720 | $6,230 萬 | 0.05% | −21,410−8.5% | 減碼 |
| Macquarie Group Ltd | 210,304 | $5,679 萬 | 0.07% | +16,551+8.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 209,622 | $5,660 萬 | 0.05% | +54,152+34.8% | 加碼 |
| Victory Capital Management Inc | 203,731 | $5,501 萬 | 0.04% | +97,221+91.3% | 加碼 |
| Boston Trust Walden Corp | 203,292 | $5,489 萬 | 0.39% | +39,263+23.9% | 加碼 |
| Schroder Investment Management Group | 201,095 | $5,408 萬 | 0.05% | +119,473+146.4% | 加碼 |
| Balyasny Asset Management LLC | 195,785 | $5,287 萬 | 0.12% | +195,785 | 新進 |
| Raymond James Financial Inc | 195,277 | $5,273 萬 | 0.02% | +43,476+28.6% | 加碼 |
| Junto Capital Management LP | 194,482 | $5,251 萬 | 1.11% | +194,482 | 新進 |
| UBS Group AG | 185,322 | $5,004 萬 | 0.01% | −596,864−76.3% | 減碼 |
| ProShare Advisors LLC | 176,211 | $4,758 萬 | 0.09% | +68,566+63.7% | 加碼 |
| Holocene Advisors, LP | 173,271 | $4,679 萬 | 0.12% | +116,726+206.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 169,745 | $4,583 萬 | 0.70% | +169,745 | 新進 |
| Global Alpha Capital Management Ltd. | 163,335 | $4,410 萬 | 2.75% | −28,050−14.7% | 減碼 |
| Royce & Associates LP | 146,085 | $3,945 萬 | 0.40% | +111,885+327.1% | 加碼 |
| Franklin Resources Inc | 144,728 | $3,908 萬 | 0.01% | −6,531−4.3% | 減碼 |
| Principal Financial Group Inc | 143,012 | $3,862 萬 | 0.02% | −1,537−1.1% | 減碼 |
| UBS Asset Management Americas Inc | 142,531 | $3,849 萬 | 0.01% | +37,133+35.2% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 132,847 | $3,587 萬 | 2.47% | +40,083+43.2% | 加碼 |
| Ceredex Value Advisors LLC | 130,250 | $3,517 萬 | 0.76% | +88,950+215.4% | 加碼 |
| Lord, Abbett & Co. LLC | 129,346 | $3,493 萬 | 0.11% | +5,777+4.7% | 加碼 |
| Samlyn Capital, LLC | 124,703 | $3,367 萬 | 0.49% | +124,703 | 新進 |
| Retirement Systems of Alabama | 114,411 | $3,089 萬 | 0.11% | +852+0.8% | 加碼 |
| WCM Investment Management, LLC | 110,404 | $2,969 萬 | 0.07% | +23,824+27.5% | 加碼 |
| TimesSquare Capital Management, LLC | 105,350 | $2,845 萬 | 0.41% | +105,350 | 新進 |
| Braun Stacey Associates Inc | 104,423 | $2,820 萬 | 1.02% | −23,664−18.5% | 減碼 |
| Rockefeller Capital Management L.P. | 104,059 | $2,810 萬 | 0.06% | −1,415−1.3% | 減碼 |
| New York State Common Retirement Fund | 102,067 | $2,756 萬 | 0.04% | +80,506+373.4% | 加碼 |
| Basswood Capital Management, L.L.C. | 96,647 | $2,610 萬 | 1.30% | +20,227+26.5% | 加碼 |
| Rhumbline Advisers | 96,474 | $2,605 萬 | 0.02% | +448+0.5% | 加碼 |
| Quantinno Capital Management LP | 94,077 | $2,540 萬 | 0.11% | +56,516+150.5% | 加碼 |
| STRS Ohio | 89,881 | $2,427 萬 | 0.09% | −6,060−6.3% | 減碼 |
| Two Sigma Advisers, LP | 88,000 | $2,376 萬 | 0.05% | −261,500−74.8% | 減碼 |
| Nuveen, LLC | 87,356 | $2,359 萬 | 0.01% | −140,975−61.7% | 減碼 |
| Twin Tree Management, LP | 86,524 | $2,336 萬 | 0.59% | +86,524 | 新進 |
| Westwood Holdings Group Inc. | 82,846 | $2,237 萬 | 0.16% | +82,846 | 新進 |
| Fort Washington Investment Advisors Inc | 82,670 | $2,232 萬 | 0.13% | +3,190+4.0% | 加碼 |
| Massachusetts Financial Services Co | 81,959 | $2,213 萬 | 0.01% | −609,041−88.1% | 減碼 |
| SEI Investments Co | 77,861 | $2,102 萬 | 0.02% | +49,809+177.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 70,803 | $1,912 萬 | 0.05% | −125,776−64.0% | 減碼 |
| Swiss National Bank | 69,100 | $1,866 萬 | 0.01% | −1,000−1.4% | 減碼 |
| Glenmede Investment Management, LP | 68,630 | $1,853 萬 | 0.09% | +68,630 | 新進 |
| Treasurer of the State of North Carolina | 68,191 | $1,841 萬 | 0.06% | +34,047+99.7% | 加碼 |
| Legal & General Group Plc | 67,857 | $1,832 萬 | 0.00% | −4,098−5.7% | 減碼 |
| Canada Pension Plan Investment Board | 67,700 | $1,828 萬 | 0.02% | +5,400+8.7% | 加碼 |
| State of Wisconsin Investment Board | 67,178 | $1,814 萬 | 0.04% | −2,712−3.9% | 減碼 |
| California Public Employees Retirement System | 67,105 | $1,812 萬 | 0.01% | +85+0.1% | 加碼 |
| Waratah Capital Advisors Ltd. | 65,470 | $1,768 萬 | 1.20% | −3,358−4.9% | 減碼 |
| Kettle Hill Capital Management, LLC | 65,451 | $1,767 萬 | 4.09% | +65,451 | 新進 |
| Granite Investment Partners, LLC | 64,690 | $1,747 萬 | 0.85% | +64,690 | 新進 |
| Empire Life Investments Inc. | 63,264 | $1,708 萬 | 1.09% | −11,587−15.5% | 減碼 |
| Alliancebernstein L.P. | 58,417 | $1,577 萬 | 0.01% | −114−0.2% | 減碼 |
| Ameriprise Financial Inc | 58,152 | $1,570 萬 | 0.00% | −949−1.6% | 減碼 |
| Envestnet Asset Management Inc | 57,916 | $1,564 萬 | 0.00% | −65,376−53.0% | 減碼 |
| Epoch Investment Partners, Inc. | 56,722 | $1,532 萬 | 0.08% | −80,337−58.6% | 減碼 |
| GW&K Investment Management, LLC | 56,122 | $1,515 萬 | 0.14% | −46−0.1% | 減碼 |
| CCM Investment Advisers LLC | 56,057 | $1,514 萬 | 1.63% | +2,619+4.9% | 加碼 |
| Wells Fargo & Company | 56,010 | $1,512 萬 | 0.00% | −2,271−3.9% | 減碼 |
| Ieq Capital, LLC | 54,716 | $1,477 萬 | 0.09% | +38,869+245.3% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 54,206 | $1,464 萬 | 0.32% | +54,206 | 新進 |
| Man Group plc | 53,521 | $1,445 萬 | 0.03% | −35,814−40.1% | 減碼 |
| Royal Bank of Canada | 52,187 | $1,409 萬 | 0.00% | +16,440+46.0% | 加碼 |
| American Century Companies Inc | 49,864 | $1,346 萬 | 0.01% | −51,133−50.6% | 減碼 |
| Agf Management Ltd | 49,603 | $1,339 萬 | 0.06% | −21,902−30.6% | 減碼 |
| Janus Henderson Group PLC | 48,520 | $1,310 萬 | 0.01% | +32,555+203.9% | 加碼 |
| PEAK6 LLC | 48,396 | $1,307 萬 | 0.44% | +38,786+403.6% | 加碼 |
| New York State Teachers Retirement System | 47,596 | $1,285 萬 | 0.03% | −300−0.6% | 減碼 |
| Intech Investment Management LLC | 47,592 | $1,285 萬 | 0.12% | +938+2.0% | 加碼 |
| Russell Investments Group, Ltd. | 47,396 | $1,280 萬 | 0.02% | +15,883+50.4% | 加碼 |