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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 86,524 | $2,336 萬 | 0.59% | +86,524 | 新進 |
| Nuveen, LLC | 87,356 | $2,359 萬 | 0.01% | −140,975−61.7% | 減碼 |
| Two Sigma Advisers, LP | 88,000 | $2,376 萬 | 0.05% | −261,500−74.8% | 減碼 |
| STRS Ohio | 89,881 | $2,427 萬 | 0.09% | −6,060−6.3% | 減碼 |
| Quantinno Capital Management LP | 94,077 | $2,540 萬 | 0.11% | +56,516+150.5% | 加碼 |
| Rhumbline Advisers | 96,474 | $2,605 萬 | 0.02% | +448+0.5% | 加碼 |
| Basswood Capital Management, L.L.C. | 96,647 | $2,610 萬 | 1.30% | +20,227+26.5% | 加碼 |
| New York State Common Retirement Fund | 102,067 | $2,756 萬 | 0.04% | +80,506+373.4% | 加碼 |
| Rockefeller Capital Management L.P. | 104,059 | $2,810 萬 | 0.06% | −1,415−1.3% | 減碼 |
| Braun Stacey Associates Inc | 104,423 | $2,820 萬 | 1.02% | −23,664−18.5% | 減碼 |
| TimesSquare Capital Management, LLC | 105,350 | $2,845 萬 | 0.41% | +105,350 | 新進 |
| WCM Investment Management, LLC | 110,404 | $2,969 萬 | 0.07% | +23,824+27.5% | 加碼 |
| Retirement Systems of Alabama | 114,411 | $3,089 萬 | 0.11% | +852+0.8% | 加碼 |
| Samlyn Capital, LLC | 124,703 | $3,367 萬 | 0.49% | +124,703 | 新進 |
| Lord, Abbett & Co. LLC | 129,346 | $3,493 萬 | 0.11% | +5,777+4.7% | 加碼 |
| Ceredex Value Advisors LLC | 130,250 | $3,517 萬 | 0.76% | +88,950+215.4% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 132,847 | $3,587 萬 | 2.47% | +40,083+43.2% | 加碼 |
| UBS Asset Management Americas Inc | 142,531 | $3,849 萬 | 0.01% | +37,133+35.2% | 加碼 |
| Principal Financial Group Inc | 143,012 | $3,862 萬 | 0.02% | −1,537−1.1% | 減碼 |
| Franklin Resources Inc | 144,728 | $3,908 萬 | 0.01% | −6,531−4.3% | 減碼 |
| Royce & Associates LP | 146,085 | $3,945 萬 | 0.40% | +111,885+327.1% | 加碼 |
| Global Alpha Capital Management Ltd. | 163,335 | $4,410 萬 | 2.75% | −28,050−14.7% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 169,745 | $4,583 萬 | 0.70% | +169,745 | 新進 |
| Holocene Advisors, LP | 173,271 | $4,679 萬 | 0.12% | +116,726+206.4% | 加碼 |
| ProShare Advisors LLC | 176,211 | $4,758 萬 | 0.09% | +68,566+63.7% | 加碼 |
| UBS Group AG | 185,322 | $5,004 萬 | 0.01% | −596,864−76.3% | 減碼 |
| Junto Capital Management LP | 194,482 | $5,251 萬 | 1.11% | +194,482 | 新進 |
| Raymond James Financial Inc | 195,277 | $5,273 萬 | 0.02% | +43,476+28.6% | 加碼 |
| Balyasny Asset Management LLC | 195,785 | $5,287 萬 | 0.12% | +195,785 | 新進 |
| Schroder Investment Management Group | 201,095 | $5,408 萬 | 0.05% | +119,473+146.4% | 加碼 |
| Boston Trust Walden Corp | 203,292 | $5,489 萬 | 0.39% | +39,263+23.9% | 加碼 |
| Victory Capital Management Inc | 203,731 | $5,501 萬 | 0.04% | +97,221+91.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 209,622 | $5,660 萬 | 0.05% | +54,152+34.8% | 加碼 |
| Macquarie Group Ltd | 210,304 | $5,679 萬 | 0.07% | +16,551+8.5% | 加碼 |
| Primecap Management Co | 230,720 | $6,230 萬 | 0.05% | −21,410−8.5% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 247,444 | $6,681 萬 | 3.16% | +247,444 | 新進 |
| Goldman Sachs Group Inc | 251,050 | $6,779 萬 | 0.01% | −59,982−19.3% | 減碼 |
| Bank of America Corp | 278,622 | $7,523 萬 | 0.01% | −16,756−5.7% | 減碼 |
| Stephens Investment Management Group LLC | 298,480 | $8,060 萬 | 1.06% | +13,223+4.6% | 加碼 |
| Paralel Advisors LLC | 300,000 | $8,101 萬 | 3.30% | 00.0% | 不變 |
| Northern Trust Corp | 317,619 | $8,576 萬 | 0.01% | +22,526+7.6% | 加碼 |
| Fisher Asset Management, LLC | 319,773 | $8,635 萬 | 0.03% | −35,446−10.0% | 減碼 |
| Bank of New York Mellon Corp | 357,686 | $9,658 萬 | 0.02% | −21,650−5.7% | 減碼 |
| Charles Schwab Investment Management Inc | 362,151 | $9,779 萬 | 0.02% | +6,429+1.8% | 加碼 |
| Channing Capital Management, LLC | 363,702 | $9,821 萬 | 2.73% | +326,828+886.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 381,029 | $1.03 億 | 0.38% | −304,515−44.4% | 減碼 |
| William Blair Investment Management, LLC | 395,088 | $1.07 億 | 0.28% | +395,088 | 新進 |
| Eminence Capital, LP | 447,048 | $1.21 億 | 1.78% | −87,327−16.3% | 減碼 |
| Bahl & Gaynor Inc | 464,592 | $1.25 億 | 0.63% | +17,056+3.8% | 加碼 |
| Wellington Management Group LLP | 563,617 | $1.52 億 | 0.03% | +394,040+232.4% | 加碼 |
| Norges Bank | 581,678 | $1.57 億 | 0.02% | +82,333+16.5% | 加碼 |
| Capital International Investors | 601,048 | $1.62 億 | 0.03% | +601,048 | 新進 |
| JPMorgan Chase & Co | 606,378 | $1.64 億 | 0.01% | −41,853−6.5% | 減碼 |
| Dimensional Fund Advisors LP | 626,761 | $1.69 億 | 0.04% | +65,797+11.7% | 加碼 |
| Morgan Stanley | 637,571 | $1.72 億 | 0.01% | −71,782−10.1% | 減碼 |
| Price T Rowe Associates Inc | 654,335 | $1.77 億 | 0.02% | +141,174+27.5% | 加碼 |
| Geode Capital Management, LLC | 831,588 | $2.25 億 | 0.02% | +59,611+7.7% | 加碼 |
| FMR LLC | 862,050 | $2.33 億 | 0.01% | +666,897+341.7% | 加碼 |
| AQR Capital Management LLC | 872,844 | $2.36 億 | 0.19% | +386,479+79.5% | 加碼 |
| TD Asset Management Inc | 955,407 | $2.58 億 | 0.22% | +372,036+63.8% | 加碼 |
| State Street Corp | 1,129,645 | $3.05 億 | 0.01% | −8,491−0.7% | 減碼 |
| Millennium Management LLC | 1,246,759 | $3.37 億 | 0.30% | +636,871+104.4% | 加碼 |
| Invesco Ltd. | 1,407,278 | $3.80 億 | 0.06% | +540,401+62.3% | 加碼 |
| Boston Partners | 1,720,164 | $4.65 億 | 0.52% | +181,137+11.8% | 加碼 |
| BlackRock, Inc. | 3,569,824 | $9.64 億 | 0.02% | −3110.0% | 減碼 |
| Vanguard Group Inc | 3,837,425 | $10.4 億 | 0.02% | −25,265−0.7% | 減碼 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −212,400−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −186,735−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −139,060−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −132,839−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −127,278−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −118,000−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −95,210−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −93,431−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −92,953−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −88,929−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −98,857−100.0% | 清倉 |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −72,033−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −68,889−100.0% | 清倉 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −46,000−100.0% | 清倉 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −45,136−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −44,918−100.0% | 清倉 |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −39,413−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −39,106−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −33,964−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −28,966−100.0% | 清倉 |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −22,572−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −19,793−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −19,023−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −18,435−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −18,219−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −17,075−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −16,791−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −13,943−100.0% | 清倉 |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −13,191−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,642−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −8,816−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,309−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,140−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,563−100.0% | 清倉 |