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 |
|---|---|---|---|---|---|
| Campbell Newman Asset Management Inc | 10,182 | $274.9 萬 | 0.22% | +675+7.1% | 加碼 |
| Louisiana State Employees Retirement System | 10,100 | $272.7 萬 | 0.05% | +200+2.0% | 加碼 |
| Truist Financial Corp | 10,079 | $272.2 萬 | 0.00% | +265+2.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,014 | $270.4 萬 | 0.01% | −54−0.5% | 減碼 |
| LPL Financial LLC | 9,793 | $264.4 萬 | 0.00% | −22,822−70.0% | 減碼 |
| Pathstone Holdings, LLC | 9,620 | $259.8 萬 | 0.01% | −2,318−19.4% | 減碼 |
| Fifth Third Bancorp | 9,527 | $257.2 萬 | 0.01% | +2,419+34.0% | 加碼 |
| Consolidated Planning Corp | 9,409 | $254.1 萬 | 0.32% | −1,289−12.0% | 減碼 |
| Eagle Rock Investment Company, LLC | 9,268 | $250.3 萬 | 0.40% | 00.0% | 不變 |
| Two Sigma Investments, LP | 9,247 | $249.7 萬 | 0.00% | −380,119−97.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,237 | $249.4 萬 | 0.01% | +774+9.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,179 | $247.9 萬 | 0.00% | −159,465−94.6% | 減碼 |
| Handelsbanken Fonder AB | 9,137 | $246.7 萬 | 0.01% | −200−2.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 9,068 | $244.9 萬 | 0.02% | +230+2.6% | 加碼 |
| Deutsche Bank AG | 8,877 | $239.7 萬 | 0.00% | +713+8.7% | 加碼 |
| CI Private Wealth, LLC | 8,846 | $238.9 萬 | 0.00% | −490−5.2% | 減碼 |
| State of Michigan Retirement System | 8,605 | $232.4 萬 | 0.01% | +100+1.2% | 加碼 |
| Shilanski & Associates, Inc. | 8,563 | $231.2 萬 | 0.66% | −121−1.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,027 | $216.7 萬 | 0.03% | +155+2.0% | 加碼 |
| QSV Equity Investors LLC | 7,852 | $212.0 萬 | 2.21% | −131−1.6% | 減碼 |
| Dana Investment Advisors, Inc. | 7,824 | $211.3 萬 | 0.07% | −457−5.5% | 減碼 |
| Sargent Investment Group, LLC | 7,004 | $209.9 萬 | 0.28% | −19−0.3% | 減碼 |
| New Age Alpha Advisors, LLC | 7,773 | $209.9 萬 | 0.09% | +586+8.2% | 加碼 |
| Bank of Montreal | 7,755 | $209.4 萬 | 0.00% | −552−6.6% | 減碼 |
| KLP Kapitalforvaltning AS | 7,400 | $199.8 萬 | 0.01% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 7,378 | $199.2 萬 | 0.04% | +200+2.8% | 加碼 |
| New Mexico Educational Retirement Board | 7,300 | $197.1 萬 | 0.06% | 00.0% | 不變 |
| Creative Planning | 7,140 | $192.8 萬 | 0.00% | +1,338+23.1% | 加碼 |
| Washington Trust Advisors, Inc. | 7,045 | $190.2 萬 | 0.15% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 6,966 | $188.1 萬 | 0.06% | 00.0% | 不變 |
| DGS Capital Management, LLC | 6,939 | $187.4 萬 | 0.39% | +446+6.9% | 加碼 |
| South Dakota Investment Council | 6,817 | $184.1 萬 | 0.04% | −6,005−46.8% | 減碼 |
| James Investment Research Inc | 6,773 | $182.9 萬 | 0.22% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 6,577 | $177.6 萬 | 0.07% | +6,577 | 新進 |
| Radnor Capital Management, LLC | 6,565 | $177.3 萬 | 0.28% | +300+4.8% | 加碼 |
| Hager Investment Management Services, LLC | 6,534 | $176.4 萬 | 1.05% | +268+4.3% | 加碼 |
| Brevan Howard Capital Management LP | 6,485 | $175.1 萬 | 0.02% | −12,133−65.2% | 減碼 |
| TD Waterhouse Canada Inc. | 6,328 | $175.0 萬 | 0.01% | +229+3.8% | 加碼 |
| Princeton Capital Management LLC | 6,465 | $174.6 萬 | 0.52% | +1,131+21.2% | 加碼 |
| Legato Capital Management LLC | 6,453 | $174.2 萬 | 0.21% | 00.0% | 不變 |
| HighTower Advisors, LLC | 6,338 | $171.1 萬 | 0.00% | −630−9.0% | 減碼 |
| Advisors Asset Management, Inc. | 6,308 | $170.3 萬 | 0.03% | +1,251+24.7% | 加碼 |
| HSBC Holdings PLC | 6,028 | $163.7 萬 | 0.00% | −4,751−44.1% | 減碼 |
| BancorpSouth Bank | 5,944 | $160.5 萬 | 0.11% | −83−1.4% | 減碼 |
| Valley National Advisers Inc | 5,777 | $155.9 萬 | 0.25% | −342−5.6% | 減碼 |
| Wambolt & Associates, LLC | 5,603 | $154.9 萬 | 0.52% | −500−8.2% | 減碼 |
| Pictet Asset Management Holding SA | 5,622 | $151.8 萬 | 0.00% | −366−6.1% | 減碼 |
| Neuberger Berman Group LLC | 5,583 | $150.8 萬 | 0.00% | −1,992−26.3% | 減碼 |
| Croban | 5,516 | $148.9 萬 | 1.27% | −61−1.1% | 減碼 |
| First Eagle Investment Management, LLC | 5,342 | $144.2 萬 | 0.00% | +499+10.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 5,125 | $138.4 萬 | 0.02% | +920+21.9% | 加碼 |
| Virtu Financial LLC | 5,054 | $136.5 萬 | 0.07% | +5,054 | 新進 |
| Summit Place Financial Advisors, LLC | 4,974 | $134.3 萬 | 0.68% | +251+5.3% | 加碼 |
| Sit Investment Associates Inc | 4,865 | $131.4 萬 | 0.03% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 4,813 | $130.0 萬 | 0.09% | −3−0.1% | 減碼 |
| Bridgewater Associates, LP | 4,743 | $128.1 萬 | 0.01% | −40,543−89.5% | 減碼 |
| Nations Financial Group Inc, | 4,712 | $127.2 萬 | 0.09% | −2,854−37.7% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,690 | $126.6 萬 | 0.32% | +170+3.8% | 加碼 |
| Illinois Municipal Retirement Fund | 4,680 | $126.4 萬 | 0.02% | +1,889+67.7% | 加碼 |
| Sandler Capital Management | 4,600 | $124.2 萬 | 0.43% | +4,600 | 新進 |
| Mackenzie Financial Corp | 4,478 | $120.9 萬 | 0.00% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 4,407 | $119.0 萬 | 0.46% | 00.0% | 不變 |
| CWM Advisors, LLC | 4,402 | $118.9 萬 | 0.13% | −778−15.0% | 減碼 |
| Cornerstone Investment Partners, LLC | 4,376 | $118.2 萬 | 0.05% | +53+1.2% | 加碼 |
| Cetera Investment Advisers | 4,370 | $118.0 萬 | 0.00% | −12,715−74.4% | 減碼 |
| Asset Management One Co.,Ltd. | 4,326 | $116.8 萬 | 0.00% | +4,326 | 新進 |
| Landscape Capital Management, L.L.C. | 4,271 | $115.3 萬 | 0.09% | +4,271 | 新進 |
| Mercer Global Advisors Inc | 4,167 | $112.5 萬 | 0.00% | +1,577+60.9% | 加碼 |
| Xponance, Inc. | 4,105 | $110.8 萬 | 0.01% | −33−0.8% | 減碼 |
| Freedom Day Solutions, LLC | 4,079 | $110.1 萬 | 0.33% | −431−9.6% | 減碼 |
| State of Alaska, Department of Revenue | 4,047 | $109.2 萬 | 0.01% | −100−2.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 4,021 | $108.6 萬 | 0.03% | +293+7.9% | 加碼 |
| Oak Thistle LLC | 3,967 | $107.1 萬 | 0.16% | +3,967 | 新進 |
| Allspring Global Investments Holdings, LLC | 3,846 | $106.3 萬 | 0.00% | −2,121−35.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,904 | $105.4 萬 | 0.00% | +3,904 | 新進 |
| Essential Partners LLC | 3,882 | $104.8 萬 | 0.42% | +3,882 | 新進 |
| Public Employees Retirement Association of Colorado | 3,882 | $104.8 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 3,754 | $101.4 萬 | 0.00% | −1,313−25.9% | 減碼 |
| Polar Asset Management Partners Inc. | 3,700 | $99.9 萬 | 0.02% | +3,700 | 新進 |
| Pier Capital, LLC | 3,685 | $99.5 萬 | 0.15% | −88−2.3% | 減碼 |
| Baird Financial Group, Inc. | 3,666 | $99.0 萬 | 0.00% | +584+18.9% | 加碼 |
| Great Diamond Partners, LLC | 3,631 | $98.0 萬 | 0.21% | −5,894−61.9% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 3,606 | $97.4 萬 | 0.53% | −67−1.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 3,556 | $96.0 萬 | 0.04% | +3,556 | 新進 |
| Martingale Asset Management L P | 3,521 | $95.1 萬 | 0.02% | +2,313+191.5% | 加碼 |
| Isthmus Partners, LLC | 3,465 | $93.6 萬 | 0.11% | −25−0.7% | 減碼 |
| 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 |
| Commonwealth Equity Services, LLC | 3,422 | $92.4 萬 | 0.00% | +644+23.2% | 加碼 |
| Nisa Investment Advisors, LLC | 3,414 | $92.2 萬 | 0.00% | −271−7.4% | 減碼 |
| HGK Asset Management Inc | 3,362 | $90.8 萬 | 0.16% | +206+6.5% | 加碼 |
| Federated Hermes, Inc. | 3,356 | $90.6 萬 | 0.00% | +4+0.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,351 | $90.5 萬 | 0.00% | +1,101+48.9% | 加碼 |
| Summit Trail Advisors, LLC | 3,257 | $87.9 萬 | 0.02% | +1,885+137.4% | 加碼 |
| Sanctuary Advisors, LLC | 3,245 | $87.6 萬 | 0.01% | −65−2.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,235 | $87.4 萬 | 0.02% | +1,660+105.4% | 加碼 |
| Legend Financial Advisors, Inc. | 3,206 | $86.6 萬 | 0.58% | +24+0.8% | 加碼 |
| Jane Street Group, LLC | 3,180 | $85.9 萬 | 0.00% | −51,326−94.2% | 減碼 |
| Pacer Advisors, Inc. | 3,145 | $84.9 萬 | 0.00% | +3,145 | 新進 |
| Merit Financial Group, LLC | 3,083 | $83.2 萬 | 0.01% | +26+0.9% | 加碼 |