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 |
|---|---|---|---|---|---|
| Peregrine Capital Management LLC | 47,339 | $1,278 萬 | 0.39% | −9,213−16.3% | 減碼 |
| Capital Fund Management S.A. | 46,536 | $1,257 萬 | 0.14% | +4,741+11.3% | 加碼 |
| Allianz Asset Management GmbH | 44,732 | $1,208 萬 | 0.02% | +1,319+3.0% | 加碼 |
| Frontier Capital Management Co LLC | 44,054 | $1,190 萬 | 0.11% | −3,772−7.9% | 減碼 |
| Bokf, NA | 42,116 | $1,137 萬 | 0.18% | +5,467+14.9% | 加碼 |
| Cerity Partners LLC | 41,290 | $1,115 萬 | 0.02% | +14,786+55.8% | 加碼 |
| Leeward Investments, LLC - MA | 40,987 | $1,107 萬 | 0.59% | +40,987 | 新進 |
| Nitorum Capital, L.P. | 40,899 | $1,104 萬 | 1.64% | −7,929−16.2% | 減碼 |
| Cresset Asset Management, LLC | 40,600 | $1,096 萬 | 0.05% | +799+2.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 39,240 | $1,060 萬 | 0.02% | +2,995+8.3% | 加碼 |
| Morse Asset Management, Inc | 39,186 | $1,058 萬 | 2.32% | −2,724−6.5% | 減碼 |
| Jackson Wealth Management, LLC | 38,955 | $1,052 萬 | 1.14% | −340−0.9% | 減碼 |
| First Trust Advisors LP | 38,785 | $1,047 萬 | 0.01% | +37,486+2,885.8% | 加碼 |
| Alps Advisors Inc | 36,799 | $993.6 萬 | 0.06% | −230−0.6% | 減碼 |
| Walleye Capital LLC | 34,751 | $938.3 萬 | 0.09% | +8,214+31.0% | 加碼 |
| Voya Investment Management LLC | 34,673 | $936.2 萬 | 0.01% | −4,175−10.7% | 減碼 |
| Natixis Advisors, L.P. | 34,179 | $922.9 萬 | 0.01% | +21,040+160.1% | 加碼 |
| California State Teachers Retirement System | 33,709 | $910.2 萬 | 0.01% | +59+0.2% | 加碼 |
| Verdence Capital Advisors LLC | 33,125 | $894.4 萬 | 0.61% | +3,793+12.9% | 加碼 |
| Syon Capital LLC | 31,589 | $853.0 萬 | 0.57% | +29,943+1,819.1% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 30,895 | $834.2 萬 | 0.45% | −815−2.6% | 減碼 |
| Cinctive Capital Management LP | 30,626 | $827.0 萬 | 0.46% | +22,802+291.4% | 加碼 |
| Appleton Partners Inc | 30,380 | $820.3 萬 | 0.58% | −4,597−13.1% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 29,970 | $809.2 萬 | 0.03% | +29,970 | 新進 |
| Picton Mahoney Asset Management | 29,855 | $806.1 萬 | 0.11% | +29,855 | 新進 |
| Natixis | 29,645 | $800.5 萬 | 0.04% | +29,645 | 新進 |
| Ensign Peak Advisors, Inc | 29,477 | $795.9 萬 | 0.01% | +383+1.3% | 加碼 |
| Winton Group Ltd | 29,430 | $794.7 萬 | 0.41% | +24,734+526.7% | 加碼 |
| Prana Capital Management, LP | 29,244 | $789.6 萬 | 0.29% | +29,244 | 新進 |
| Great West Life Assurance Co | 28,458 | $769.2 萬 | 0.01% | −733−2.5% | 減碼 |
| Van Eck Associates Corp | 28,396 | $766.7 萬 | 0.01% | −4,021−12.4% | 減碼 |
| Castleark Management LLC | 27,400 | $739.9 萬 | 0.22% | −12,620−31.5% | 減碼 |
| Peregrine Investment Management Inc | 25,810 | $696.9 萬 | 4.45% | +2,100+8.9% | 加碼 |
| Susquehanna International Group, LLP | 25,246 | $681.7 萬 | 0.01% | +3,682+17.1% | 加碼 |
| Sarasin & Partners LLP | 25,000 | $675.0 萬 | 0.07% | 00.0% | 不變 |
| Barclays PLC | 24,699 | $666.9 萬 | 0.00% | −5,891−19.3% | 減碼 |
| Prudential Financial Inc | 22,505 | $665.9 萬 | 0.01% | +935+4.3% | 加碼 |
| Stifel Financial Corp | 24,500 | $661.5 萬 | 0.01% | −18,039−42.4% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 24,015 | $648.5 萬 | 1.02% | +24,015 | 新進 |
| CastleKnight Management LP | 24,000 | $648.0 萬 | 0.43% | +22,200+1,233.3% | 加碼 |
| Colony Group, LLC | 23,120 | $624.3 萬 | 0.01% | +1,333+6.1% | 加碼 |
| Advisors Capital Management, LLC | 21,610 | $583.5 萬 | 0.08% | +1,422+7.0% | 加碼 |
| Thames Capital Management LLC | 21,344 | $576.3 萬 | 1.31% | +21,344 | 新進 |
| Gotham Asset Management, LLC | 21,170 | $571.6 萬 | 0.03% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 21,009 | $567.3 萬 | 0.11% | −2,418−10.3% | 減碼 |
| Lighthouse Investment Partners, LLC | 20,930 | $565.2 萬 | 0.25% | +20,930 | 新進 |
| IMC-Chicago, LLC | 20,000 | $540.0 萬 | 0.14% | +20,000 | 新進 |
| Pinnacle Associates Ltd | 19,940 | $538.4 萬 | 0.08% | +19,940 | 新進 |
| Thrivent Financial for Lutherans | 19,701 | $532.0 萬 | 0.01% | −40,762−67.4% | 減碼 |
| MetLife Investment Management | 19,375 | $523.2 萬 | 0.03% | −286−1.5% | 減碼 |
| Axxcess Wealth Management, LLC | 19,102 | $515.8 萬 | 0.12% | +525+2.8% | 加碼 |
| Public Employees Retirement System of Ohio | 19,066 | $514.8 萬 | 0.02% | +2,747+16.8% | 加碼 |
| Zacks Investment Management | 18,805 | $507.8 萬 | 0.04% | +18,805 | 新進 |
| Guggenheim Capital LLC | 18,575 | $501.6 萬 | 0.04% | −949−4.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $492.0 萬 | 0.05% | +1,782+10.8% | 加碼 |
| CWM, LLC | 18,016 | $486.5 萬 | 0.02% | +13,457+295.2% | 加碼 |
| Mutual of America Capital Management LLC | 17,879 | $482.8 萬 | 0.05% | −342−1.9% | 減碼 |
| Tremblant Capital Group | 17,383 | $469.4 萬 | 0.45% | +3,544+25.6% | 加碼 |
| Bain Capital Public Equity, LP | 17,163 | $463.4 萬 | 3.07% | +17,163 | 新進 |
| Centric Wealth Management | 15,539 | $459.5 萬 | 1.10% | +236+1.5% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,863 | $455.3 萬 | 0.01% | −13,106−43.7% | 減碼 |
| Amalgamated Bank | 16,820 | $454.2 萬 | 0.04% | +257+1.6% | 加碼 |
| Citigroup Inc | 16,744 | $452.1 萬 | 0.00% | −84,002−83.4% | 減碼 |
| Qube Research & Technologies Ltd | 16,220 | $438.0 萬 | 0.01% | −488,914−96.8% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 16,137 | $435.7 萬 | 0.51% | +6,197+62.3% | 加碼 |
| EFG Asset Management (North America) Corp. | 15,335 | $414.1 萬 | 0.59% | +2,226+17.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 15,149 | $409.1 萬 | 0.00% | −34,774−69.7% | 減碼 |
| Advisory Services Network, LLC | 13,469 | $405.6 萬 | 0.07% | −3,558−20.9% | 減碼 |
| Harbor Advisors LLC | 15,000 | $405.0 萬 | 0.66% | 00.0% | 不變 |
| Point72 (DIFC) Ltd | 14,695 | $396.8 萬 | 0.32% | +3,764+34.4% | 加碼 |
| State of Tennessee, Treasury Department | 14,365 | $387.9 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 14,345 | $387.3 萬 | 0.02% | −222−1.5% | 減碼 |
| Verition Fund Management LLC | 14,301 | $386.2 萬 | 0.02% | −25,185−63.8% | 減碼 |
| Fieldview Capital Management, LLC | 14,192 | $383.2 萬 | 0.58% | −3,638−20.4% | 減碼 |
| Edgestream Partners, L.P. | 14,181 | $382.9 萬 | 0.11% | +9,383+195.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 14,005 | $378.2 萬 | 0.04% | +1,000+7.7% | 加碼 |
| Teacher Retirement System of Texas | 13,969 | $377.2 萬 | 0.02% | −774−5.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 12,485 | $358.9 萬 | 0.01% | +7,929+174.0% | 加碼 |
| Blair William & Co | 13,115 | $354.1 萬 | 0.01% | +11,017+525.1% | 加碼 |
| US Bancorp | 12,947 | $349.6 萬 | 0.00% | −63−0.5% | 減碼 |
| Mariner, LLC | 12,871 | $347.5 萬 | 0.01% | +622+5.1% | 加碼 |
| Bridge City Capital, LLC | 12,767 | $344.7 萬 | 0.97% | −182−1.4% | 減碼 |
| Bridges Investment Management Inc | 12,698 | $342.9 萬 | 0.05% | +1,700+15.5% | 加碼 |
| Brinker Capital Investments, LLC | 12,672 | $342.2 萬 | 0.03% | +1,269+11.1% | 加碼 |
| Yousif Capital Management, LLC | 12,636 | $341.2 萬 | 0.04% | −13−0.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 12,430 | $335.6 萬 | 0.02% | +4,985+67.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 12,306 | $332.3 萬 | 0.01% | +438+3.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 11,744 | $317.1 萬 | 0.01% | +1,061+9.9% | 加碼 |
| Marshall Wace, LLP | 11,695 | $315.8 萬 | 0.00% | −19,847−62.9% | 減碼 |
| Rocky Mountain Advisers, LLC | 11,525 | $311.2 萬 | 0.95% | −375−3.2% | 減碼 |
| JustInvest LLC | 11,206 | $302.6 萬 | 0.03% | +1,509+15.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 11,044 | $298.2 萬 | 0.02% | +5,344+93.8% | 加碼 |
| Algert Global LLC | 10,959 | $295.9 萬 | 0.06% | −9,220−45.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 10,916 | $295.0 萬 | 0.01% | +1,635+17.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 10,736 | $289.9 萬 | 0.02% | 00.0% | 不變 |
| F/M Investments LLC | 10,618 | $286.7 萬 | 0.10% | +374+3.7% | 加碼 |
| Essex Investment Management Co LLC | 10,561 | $285.2 萬 | 0.52% | −73−0.7% | 減碼 |
| Arizona State Retirement System | 10,554 | $285.0 萬 | 0.02% | +180+1.7% | 加碼 |
| Captrust Financial Advisors | 10,405 | $281.0 萬 | 0.01% | +3,780+57.1% | 加碼 |
| Hancock Whitney Corp | 10,310 | $278.4 萬 | 0.05% | +98+1.0% | 加碼 |