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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 1,429 | $38.6 萬 | 0.00% | −7,064−83.2% | 減碼 |
| Readystate Asset Management LP | 1,429 | $38.6 萬 | 0.02% | +1,429 | 新進 |
| Quadrant Capital Group LLC | 1,432 | $38.7 萬 | 0.01% | −316−18.1% | 減碼 |
| Kera Capital Partners, Inc. | 1,438 | $38.8 萬 | 0.08% | +1,438 | 新進 |
| Callan Family Office, LLC | 1,441 | $38.9 萬 | 0.01% | +1,441 | 新進 |
| EP Wealth Advisors, LLC | 1,442 | $38.9 萬 | 0.00% | −11−0.8% | 減碼 |
| Toronto Dominion Bank | 1,453 | $39.3 萬 | 0.00% | +12+0.8% | 加碼 |
| Alamea Verwaltungs GmbH | 1,481 | $40.0 萬 | 0.30% | −389−20.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,483 | $40.0 萬 | 0.02% | +729+96.7% | 加碼 |
| Great Lakes Advisors, LLC | 1,505 | $40.6 萬 | 0.00% | −84,204−98.2% | 減碼 |
| Dorsey Wright & Associates | 1,534 | $41.4 萬 | 0.10% | −33,393−95.6% | 減碼 |
| First Bank & Trust | 1,549 | $41.8 萬 | 0.07% | +9+0.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,553 | $41.9 萬 | 0.00% | +112+7.8% | 加碼 |
| Savvy Advisors, Inc. | 1,560 | $42.1 萬 | 0.03% | +392+33.6% | 加碼 |
| DRW Securities, LLC | 1,583 | $42.7 萬 | 0.03% | +1,583 | 新進 |
| Maryland State Retirement & Pension System | 1,676 | $45.3 萬 | 0.01% | 00.0% | 不變 |
| Waterway Wealth Management, LLC | 1,688 | $45.6 萬 | 0.14% | −2,513−59.8% | 減碼 |
| Hamilton Capital Partners Inc. | 1,690 | $45.6 萬 | 0.02% | +419+33.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 1,700 | $45.8 萬 | 0.01% | +1,700 | 新進 |
| M&T Bank Corp | 1,705 | $46.0 萬 | 0.00% | +178+11.7% | 加碼 |
| Evercore Wealth Management, LLC | 1,720 | $46.4 萬 | 0.01% | 00.0% | 不變 |
| Greenleaf Trust | 1,727 | $46.6 萬 | 0.00% | −54−3.0% | 減碼 |
| Fox Run Management, L.L.C. | 1,741 | $47.0 萬 | 0.08% | −1,039−37.4% | 減碼 |
| Cetera Trust Company, N.A | 1,820 | $49.1 萬 | 0.29% | +100+5.8% | 加碼 |
| Avantax Advisory Services, Inc. | 1,842 | $49.7 萬 | 0.00% | +1,842 | 新進 |
| Hardy Reed LLC | 1,854 | $50.1 萬 | 0.04% | 00.0% | 不變 |
| Commerce Bank | 1,863 | $50.3 萬 | 0.00% | +66+3.7% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,935 | $52.2 萬 | 0.17% | −303−13.5% | 減碼 |
| Utah Retirement Systems | 1,948 | $52.6 萬 | 0.01% | +48+2.5% | 加碼 |
| Aviva PLC | 1,958 | $52.9 萬 | 0.00% | −893−31.3% | 減碼 |
| PDT Partners, LLC | 2,000 | $54.0 萬 | 0.03% | +2,000 | 新進 |
| Diversify Wealth Management, LLC | 1,787 | $55.0 萬 | 0.03% | −127−6.6% | 減碼 |
| State of Wyoming | 2,116 | $57.1 萬 | 0.07% | +1,585+298.5% | 加碼 |
| Keybank National Association | 2,134 | $57.6 萬 | 0.00% | +634+42.3% | 加碼 |
| AE Wealth Management LLC | 2,133 | $57.6 萬 | 0.00% | −61,735−96.7% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,142 | $57.8 萬 | 0.03% | +365+20.5% | 加碼 |
| Summit Financial, LLC | 2,151 | $58.1 萬 | 0.01% | +603+39.0% | 加碼 |
| Pinebridge Investments, L.P. | 2,169 | $58.6 萬 | 0.00% | −37,179−94.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,220 | $59.9 萬 | 0.01% | −325−12.8% | 減碼 |
| Journey Strategic Wealth LLC | 2,227 | $60.1 萬 | 0.02% | +682+44.1% | 加碼 |
| Buckingham Strategic Partners | 2,308 | $62.3 萬 | 0.01% | +889+62.6% | 加碼 |
| Equitable Holdings, Inc. | 2,332 | $63.0 萬 | 0.01% | +34+1.5% | 加碼 |
| Nicholas Investment Partners, LP | 2,355 | $63.6 萬 | 0.06% | 00.0% | 不變 |
| Brighton Jones LLC | 2,366 | $63.9 萬 | 0.02% | +2,366 | 新進 |
| Aviance Capital Partners, LLC | 2,368 | $63.9 萬 | 0.08% | −260−9.9% | 減碼 |
| Advisor Group Holdings, Inc. | 2,417 | $65.0 萬 | 0.00% | −7−0.3% | 減碼 |
| Vestcor Inc | 2,408 | $65.0 萬 | 0.02% | 00.0% | 不變 |
| Pitcairn Co | 2,413 | $65.2 萬 | 0.04% | −437−15.3% | 減碼 |
| Tudor Investment Corp Et Al | 2,463 | $66.5 萬 | 0.01% | −168,386−98.6% | 減碼 |
| Vident Advisory, LLC | 2,541 | $68.6 萬 | 0.01% | −2,333−47.9% | 減碼 |
| SG Americas Securities, LLC | 2,551 | $68.9 萬 | 0.00% | +700+37.8% | 加碼 |
| Toroso Investments, LLC | 2,595 | $70.1 萬 | 0.00% | +310+13.6% | 加碼 |
| RSM US Wealth Management LLC | 2,621 | $70.8 萬 | 0.01% | −50−1.9% | 減碼 |
| Simplex Trading, LLC | 2,641 | $71.3 萬 | 0.02% | +2,222+530.3% | 加碼 |
| Two Sigma Securities, LLC | 2,660 | $71.8 萬 | 0.09% | +2,660 | 新進 |
| BOK Financial Private Wealth, Inc. | 2,725 | $73.6 萬 | 0.05% | +871+47.0% | 加碼 |
| Sterling Capital Management LLC | 2,726 | $73.6 萬 | 0.01% | +755+38.3% | 加碼 |
| Securian Asset Management, Inc | 2,752 | $74.3 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 2,761 | $74.6 萬 | 0.00% | −2,352−46.0% | 減碼 |
| Oxford Asset Management LLP | 2,780 | $75.1 萬 | 0.25% | +2,780 | 新進 |
| Coldstream Capital Management Inc | 2,840 | $76.7 萬 | 0.01% | +34+1.2% | 加碼 |
| Intrust Bank NA | 2,915 | $78.7 萬 | 0.07% | +593+25.5% | 加碼 |
| Banque Pictet & Cie SA | 2,928 | $79.1 萬 | 0.01% | −196−6.3% | 減碼 |
| O'Rourke & Company, Inc | 2,973 | $80.3 萬 | 0.37% | +62+2.1% | 加碼 |
| Swedbank AB | 3,000 | $81.0 萬 | 0.00% | +3,000 | 新進 |
| Zions Bancorporation, National Association | 3,048 | $82.3 萬 | 0.04% | −102−3.2% | 減碼 |
| Merit Financial Group, LLC | 3,083 | $83.2 萬 | 0.01% | +26+0.9% | 加碼 |
| Pacer Advisors, Inc. | 3,145 | $84.9 萬 | 0.00% | +3,145 | 新進 |
| Jane Street Group, LLC | 3,180 | $85.9 萬 | 0.00% | −51,326−94.2% | 減碼 |
| Legend Financial Advisors, Inc. | 3,206 | $86.6 萬 | 0.58% | +24+0.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,235 | $87.4 萬 | 0.02% | +1,660+105.4% | 加碼 |
| Sanctuary Advisors, LLC | 3,245 | $87.6 萬 | 0.01% | −65−2.0% | 減碼 |
| Summit Trail Advisors, LLC | 3,257 | $87.9 萬 | 0.02% | +1,885+137.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,351 | $90.5 萬 | 0.00% | +1,101+48.9% | 加碼 |
| Federated Hermes, Inc. | 3,356 | $90.6 萬 | 0.00% | +4+0.1% | 加碼 |
| HGK Asset Management Inc | 3,362 | $90.8 萬 | 0.16% | +206+6.5% | 加碼 |
| Nisa Investment Advisors, LLC | 3,414 | $92.2 萬 | 0.00% | −271−7.4% | 減碼 |
| Commonwealth Equity Services, LLC | 3,422 | $92.4 萬 | 0.00% | +644+23.2% | 加碼 |
| BNP Paribas | 3,450 | $93.2 萬 | 0.03% | −645−15.8% | 減碼 |
| Ransom Advisory, Ltd | 3,450 | $93.2 萬 | 0.44% | 00.0% | 不變 |
| Isthmus Partners, LLC | 3,465 | $93.6 萬 | 0.11% | −25−0.7% | 減碼 |
| Martingale Asset Management L P | 3,521 | $95.1 萬 | 0.02% | +2,313+191.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 3,556 | $96.0 萬 | 0.04% | +3,556 | 新進 |
| Trivant Custom Portfolio Group, LLC | 3,606 | $97.4 萬 | 0.53% | −67−1.8% | 減碼 |
| Great Diamond Partners, LLC | 3,631 | $98.0 萬 | 0.21% | −5,894−61.9% | 減碼 |
| Baird Financial Group, Inc. | 3,666 | $99.0 萬 | 0.00% | +584+18.9% | 加碼 |
| Pier Capital, LLC | 3,685 | $99.5 萬 | 0.15% | −88−2.3% | 減碼 |
| Polar Asset Management Partners Inc. | 3,700 | $99.9 萬 | 0.02% | +3,700 | 新進 |
| MML Investors Services, LLC | 3,754 | $101.4 萬 | 0.00% | −1,313−25.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 3,882 | $104.8 萬 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 3,882 | $104.8 萬 | 0.42% | +3,882 | 新進 |
| Arrowstreet Capital, Limited Partnership | 3,904 | $105.4 萬 | 0.00% | +3,904 | 新進 |
| Allspring Global Investments Holdings, LLC | 3,846 | $106.3 萬 | 0.00% | −2,121−35.5% | 減碼 |
| Oak Thistle LLC | 3,967 | $107.1 萬 | 0.16% | +3,967 | 新進 |
| Dynamic Advisor Solutions LLC | 4,021 | $108.6 萬 | 0.03% | +293+7.9% | 加碼 |
| State of Alaska, Department of Revenue | 4,047 | $109.2 萬 | 0.01% | −100−2.4% | 減碼 |
| Freedom Day Solutions, LLC | 4,079 | $110.1 萬 | 0.33% | −431−9.6% | 減碼 |
| Xponance, Inc. | 4,105 | $110.8 萬 | 0.01% | −33−0.8% | 減碼 |
| Mercer Global Advisors Inc | 4,167 | $112.5 萬 | 0.00% | +1,577+60.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 4,271 | $115.3 萬 | 0.09% | +4,271 | 新進 |