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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 227 | $6.13 萬 | 0.00% | −352−60.8% | 減碼 |
| Quarry LP | 231 | $6.24 萬 | 0.01% | +201+670.0% | 加碼 |
| Clearstead Advisors, LLC | 237 | $6.40 萬 | 0.00% | −112−32.1% | 減碼 |
| WealthCollab, LLC | 238 | $6.43 萬 | 0.04% | +70+41.7% | 加碼 |
| Massmutual Trust Co FSB | 243 | $6.56 萬 | 0.00% | +2+0.8% | 加碼 |
| Westpac Banking Corp | 245 | $6.62 萬 | 0.00% | +245 | 新進 |
| MAI Capital Management | 255 | $6.89 萬 | 0.00% | +159+165.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 270 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 282 | $7.61 萬 | 0.00% | −168−37.3% | 減碼 |
| Umb Bank N A | 398 | $10.7 萬 | 0.00% | +10+2.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 399 | $10.8 萬 | 0.00% | +22+5.8% | 加碼 |
| Huntington National Bank | 408 | $11.0 萬 | 0.00% | +206+102.0% | 加碼 |
| Allworth Financial LP | 449 | $12.1 萬 | 0.00% | +206+84.8% | 加碼 |
| Versant Capital Management, Inc | 539 | $14.6 萬 | 0.02% | +209+63.3% | 加碼 |
| Erste Asset Management GmbH | 600 | $16.1 萬 | 0.00% | +600 | 新進 |
| Parkside Financial Bank & Trust | 666 | $18.0 萬 | 0.02% | +168+33.7% | 加碼 |
| Arlington Trust Co LLC | 699 | $18.9 萬 | 0.04% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 710 | $19.2 萬 | 0.02% | −40−5.3% | 減碼 |
| Quest Partners LLC | 711 | $19.2 萬 | 0.02% | −7,727−91.6% | 減碼 |
| Dakota Wealth Management | 758 | $20.5 萬 | 0.00% | +758 | 新進 |
| Joel Isaacson & Co., LLC | 758 | $20.5 萬 | 0.01% | +758 | 新進 |
| Transcend Wealth Collective, LLC | 767 | $20.7 萬 | 0.02% | +767 | 新進 |
| Skopos Labs, Inc. | 776 | $21.0 萬 | 0.03% | +34+4.6% | 加碼 |
| TD Private Client Wealth LLC | 780 | $21.1 萬 | 0.01% | −1,904−70.9% | 減碼 |
| National Bank of Canada | 784 | $21.2 萬 | 0.00% | −89,343−99.1% | 減碼 |
| Ingalls & Snyder LLC | 789 | $21.3 萬 | 0.01% | +789 | 新進 |
| Keebeck Alpha, LP | 791 | $21.4 萬 | 0.35% | +791 | 新進 |
| Jefferies Financial Group Inc. | 796 | $21.5 萬 | 0.00% | −34,355−97.7% | 減碼 |
| Wealthstream Advisors, Inc. | 796 | $21.5 萬 | 0.04% | +796 | 新進 |
| Whittier Trust Co | 797 | $21.5 萬 | 0.00% | 00.0% | 不變 |
| Choate Investment Advisors | 800 | $21.6 萬 | 0.00% | +800 | 新進 |
| Planned Solutions, Inc. | 800 | $21.6 萬 | 0.08% | +800 | 新進 |
| Jones Financial Companies LLLP | 804 | $21.6 萬 | 0.00% | −263−24.6% | 減碼 |
| Wetherby Asset Management Inc | 808 | $21.8 萬 | 0.01% | +808 | 新進 |
| TownSquare Capital, LLC | 811 | $21.9 萬 | 0.02% | −3,870−82.7% | 減碼 |
| Ausbil Investment Management Ltd | 824 | $22.2 萬 | 0.13% | 00.0% | 不變 |
| IFP Advisors, Inc | 824 | $22.3 萬 | 0.01% | −42−4.8% | 減碼 |
| Absolute Gestao de Investimentos Ltda. | 827 | $22.3 萬 | 0.07% | +827 | 新進 |
| Oppenheimer & Co Inc | 833 | $22.5 萬 | 0.00% | +833 | 新進 |
| Profund Advisors LLC | 833 | $22.5 萬 | 0.01% | +833 | 新進 |
| Retirement Guys Formula LLC | 847 | $22.9 萬 | 0.09% | +847 | 新進 |
| Investment House LLC | 850 | $23.0 萬 | 0.01% | +850 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 862 | $23.3 萬 | 0.01% | +862 | 新進 |
| Matauro, LLC | 876 | $23.7 萬 | 0.04% | +876 | 新進 |
| Kendall Capital Management | 880 | $23.8 萬 | 0.06% | +880 | 新進 |
| Everence Capital Management Inc | 880 | $23.8 萬 | 0.02% | +880 | 新進 |
| Prelude Capital Management, LLC | 892 | $24.1 萬 | 0.02% | +892 | 新進 |
| Atomi Financial Group, Inc. | 898 | $24.2 萬 | 0.01% | +898 | 新進 |
| GAMMA Investing LLC | 908 | $24.5 萬 | 0.02% | +197+27.7% | 加碼 |
| Valeo Financial Advisors, LLC | 920 | $24.8 萬 | 0.01% | +920 | 新進 |
| Forum Financial Management, LP | 926 | $25.0 萬 | 0.00% | +926 | 新進 |
| Clear Street Markets LLC | 927 | $25.0 萬 | 0.09% | +926+92,600.0% | 加碼 |
| Swiss Life Asset Management Ltd | 934 | $25.2 萬 | 0.00% | +934 | 新進 |
| Wedmont Private Capital | 860 | $25.2 萬 | 0.01% | +860 | 新進 |
| Sagespring Wealth Partners, LLC | 942 | $25.4 萬 | 0.01% | +942 | 新進 |
| Whalen Wealth Management Inc. | 951 | $25.7 萬 | 0.16% | +951 | 新進 |
| Cookson Peirce & Co Inc | 975 | $26.3 萬 | 0.01% | −547−35.9% | 減碼 |
| Park Avenue Securities LLC | 976 | $26.4 萬 | 0.00% | +976 | 新進 |
| Narus Financial Partners, LLC | 979 | $26.4 萬 | 0.08% | +979 | 新進 |
| NorthRock Partners, LLC | 980 | $26.5 萬 | 0.01% | +980 | 新進 |
| Wealthspire Advisors, LLC | 980 | $26.5 萬 | 0.00% | +980 | 新進 |
| Inceptionr LLC | 983 | $26.5 萬 | 0.06% | −2,417−71.1% | 減碼 |
| KBC Group NV | 985 | $26.6 萬 | 0.00% | −616−38.5% | 減碼 |
| Ronald Blue Trust, Inc. | 992 | $26.8 萬 | 0.00% | −321−24.4% | 減碼 |
| Moody Aldrich Partners LLC | 992 | $26.8 萬 | 0.05% | −21−2.1% | 減碼 |
| Courier Capital LLC | 1,000 | $27.0 萬 | 0.02% | +1,000 | 新進 |
| Heritage Wealth Management, Inc. | 1,000 | $27.0 萬 | 0.09% | +1,000 | 新進 |
| Ritholtz Wealth Management | 1,018 | $27.5 萬 | 0.01% | −95−8.5% | 減碼 |
| Linden Thomas Advisory Services, LLC | 1,030 | $27.8 萬 | 0.03% | −150−12.7% | 減碼 |
| Evoke Wealth, LLC | 1,035 | $27.9 萬 | 0.01% | +1,035 | 新進 |
| Gateway Investment Advisers LLC | 1,050 | $28.4 萬 | 0.00% | −40−3.7% | 減碼 |
| Harbor Investment Advisory, LLC | 1,060 | $28.6 萬 | 0.03% | +1,060 | 新進 |
| Norden Group LLC | 1,061 | $28.6 萬 | 0.03% | −220−17.2% | 減碼 |
| Shell Asset Management Co | 1,069 | $28.9 萬 | 0.01% | −213−16.6% | 減碼 |
| Camden Capital, LLC | 1,099 | $29.7 萬 | 0.03% | +1,099 | 新進 |
| Stephens Inc | 1,118 | $30.2 萬 | 0.00% | +1,118 | 新進 |
| Hilltop Holdings Inc. | 1,130 | $30.5 萬 | 0.02% | +1,130 | 新進 |
| Sherbrooke Park Advisers LLC | 1,132 | $30.6 萬 | 0.13% | −384−25.3% | 減碼 |
| Sivia Capital Partners, LLC | 1,138 | $30.7 萬 | 0.10% | +1,138 | 新進 |
| Pekin Hardy Strauss, Inc. | 1,150 | $31.1 萬 | 0.04% | −20−1.7% | 減碼 |
| Optas, LLC | 1,154 | $31.2 萬 | 0.06% | +1,154 | 新進 |
| CIBC Asset Management Inc | 1,193 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,194 | $32.2 萬 | 0.01% | +125+11.7% | 加碼 |
| Portside Wealth Group, LLC | 1,200 | $32.4 萬 | 0.05% | +1,200 | 新進 |
| Insight Wealth Partners, LLC | 1,223 | $33.0 萬 | 0.18% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 1,228 | $33.2 萬 | 0.01% | +3+0.2% | 加碼 |
| Fielder Capital Group LLC | 1,232 | $33.3 萬 | 0.09% | +57+4.9% | 加碼 |
| Chicago Partners Investment Group LLC | 1,126 | $33.8 萬 | 0.01% | +1,126 | 新進 |
| Ci Investments Inc. | 1,258 | $34.0 萬 | 0.00% | −56−4.3% | 減碼 |
| Shelton Capital Management | 1,268 | $34.2 萬 | 0.01% | −41−3.1% | 減碼 |
| Ethic Inc. | 1,323 | $35.6 萬 | 0.01% | −902−40.5% | 減碼 |
| Parallel Advisors, LLC | 1,328 | $35.9 萬 | 0.01% | −19−1.4% | 減碼 |
| Denali Advisors LLC | 1,331 | $35.9 萬 | 0.04% | −8,967−87.1% | 減碼 |
| Bryn Mawr Trust Co | 1,347 | $36.4 萬 | 0.01% | −92−6.4% | 減碼 |
| HB Wealth Management, LLC | 1,361 | $36.7 萬 | 0.00% | −155−10.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,373 | $37.1 萬 | 0.00% | −787−36.4% | 減碼 |
| NewEdge Wealth, LLC | 1,264 | $37.6 萬 | 0.01% | −152−10.7% | 減碼 |
| Bond & Devick Financial Network, Inc. | 1,400 | $37.8 萬 | 0.13% | 00.0% | 不變 |
| Net Worth Advisory Group | 1,405 | $37.9 萬 | 0.08% | +149+11.9% | 加碼 |
| Foster & Motley Inc | 1,418 | $38.3 萬 | 0.02% | −1,649−53.8% | 減碼 |