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 |
|---|---|---|---|---|---|
| Zions Bancorporation, National Association | 3,048 | $82.3 萬 | 0.04% | −102−3.2% | 減碼 |
| Swedbank AB | 3,000 | $81.0 萬 | 0.00% | +3,000 | 新進 |
| O'Rourke & Company, Inc | 2,973 | $80.3 萬 | 0.37% | +62+2.1% | 加碼 |
| Banque Pictet & Cie SA | 2,928 | $79.1 萬 | 0.01% | −196−6.3% | 減碼 |
| Intrust Bank NA | 2,915 | $78.7 萬 | 0.07% | +593+25.5% | 加碼 |
| Coldstream Capital Management Inc | 2,840 | $76.7 萬 | 0.01% | +34+1.2% | 加碼 |
| Oxford Asset Management LLP | 2,780 | $75.1 萬 | 0.25% | +2,780 | 新進 |
| Janney Montgomery Scott LLC | 2,761 | $74.6 萬 | 0.00% | −2,352−46.0% | 減碼 |
| Securian Asset Management, Inc | 2,752 | $74.3 萬 | 0.02% | 00.0% | 不變 |
| Sterling Capital Management LLC | 2,726 | $73.6 萬 | 0.01% | +755+38.3% | 加碼 |
| BOK Financial Private Wealth, Inc. | 2,725 | $73.6 萬 | 0.05% | +871+47.0% | 加碼 |
| Two Sigma Securities, LLC | 2,660 | $71.8 萬 | 0.09% | +2,660 | 新進 |
| Simplex Trading, LLC | 2,641 | $71.3 萬 | 0.02% | +2,222+530.3% | 加碼 |
| RSM US Wealth Management LLC | 2,621 | $70.8 萬 | 0.01% | −50−1.9% | 減碼 |
| Toroso Investments, LLC | 2,595 | $70.1 萬 | 0.00% | +310+13.6% | 加碼 |
| SG Americas Securities, LLC | 2,551 | $68.9 萬 | 0.00% | +700+37.8% | 加碼 |
| Vident Advisory, LLC | 2,541 | $68.6 萬 | 0.01% | −2,333−47.9% | 減碼 |
| Tudor Investment Corp Et Al | 2,463 | $66.5 萬 | 0.01% | −168,386−98.6% | 減碼 |
| Pitcairn Co | 2,413 | $65.2 萬 | 0.04% | −437−15.3% | 減碼 |
| Vestcor Inc | 2,408 | $65.0 萬 | 0.02% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,417 | $65.0 萬 | 0.00% | −7−0.3% | 減碼 |
| Aviance Capital Partners, LLC | 2,368 | $63.9 萬 | 0.08% | −260−9.9% | 減碼 |
| Brighton Jones LLC | 2,366 | $63.9 萬 | 0.02% | +2,366 | 新進 |
| Nicholas Investment Partners, LP | 2,355 | $63.6 萬 | 0.06% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 2,332 | $63.0 萬 | 0.01% | +34+1.5% | 加碼 |
| Buckingham Strategic Partners | 2,308 | $62.3 萬 | 0.01% | +889+62.6% | 加碼 |
| Journey Strategic Wealth LLC | 2,227 | $60.1 萬 | 0.02% | +682+44.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,220 | $59.9 萬 | 0.01% | −325−12.8% | 減碼 |
| Pinebridge Investments, L.P. | 2,169 | $58.6 萬 | 0.00% | −37,179−94.5% | 減碼 |
| Summit Financial, LLC | 2,151 | $58.1 萬 | 0.01% | +603+39.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,142 | $57.8 萬 | 0.03% | +365+20.5% | 加碼 |
| AE Wealth Management LLC | 2,133 | $57.6 萬 | 0.00% | −61,735−96.7% | 減碼 |
| Keybank National Association | 2,134 | $57.6 萬 | 0.00% | +634+42.3% | 加碼 |
| State of Wyoming | 2,116 | $57.1 萬 | 0.07% | +1,585+298.5% | 加碼 |
| Diversify Wealth Management, LLC | 1,787 | $55.0 萬 | 0.03% | −127−6.6% | 減碼 |
| PDT Partners, LLC | 2,000 | $54.0 萬 | 0.03% | +2,000 | 新進 |
| Aviva PLC | 1,958 | $52.9 萬 | 0.00% | −893−31.3% | 減碼 |
| Utah Retirement Systems | 1,948 | $52.6 萬 | 0.01% | +48+2.5% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,935 | $52.2 萬 | 0.17% | −303−13.5% | 減碼 |
| Commerce Bank | 1,863 | $50.3 萬 | 0.00% | +66+3.7% | 加碼 |
| Hardy Reed LLC | 1,854 | $50.1 萬 | 0.04% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 1,842 | $49.7 萬 | 0.00% | +1,842 | 新進 |
| Cetera Trust Company, N.A | 1,820 | $49.1 萬 | 0.29% | +100+5.8% | 加碼 |
| Fox Run Management, L.L.C. | 1,741 | $47.0 萬 | 0.08% | −1,039−37.4% | 減碼 |
| Greenleaf Trust | 1,727 | $46.6 萬 | 0.00% | −54−3.0% | 減碼 |
| Evercore Wealth Management, LLC | 1,720 | $46.4 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 1,705 | $46.0 萬 | 0.00% | +178+11.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 1,700 | $45.8 萬 | 0.01% | +1,700 | 新進 |
| Hamilton Capital Partners Inc. | 1,690 | $45.6 萬 | 0.02% | +419+33.0% | 加碼 |
| Waterway Wealth Management, LLC | 1,688 | $45.6 萬 | 0.14% | −2,513−59.8% | 減碼 |
| Maryland State Retirement & Pension System | 1,676 | $45.3 萬 | 0.01% | 00.0% | 不變 |
| DRW Securities, LLC | 1,583 | $42.7 萬 | 0.03% | +1,583 | 新進 |
| Savvy Advisors, Inc. | 1,560 | $42.1 萬 | 0.03% | +392+33.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,553 | $41.9 萬 | 0.00% | +112+7.8% | 加碼 |
| First Bank & Trust | 1,549 | $41.8 萬 | 0.07% | +9+0.6% | 加碼 |
| Dorsey Wright & Associates | 1,534 | $41.4 萬 | 0.10% | −33,393−95.6% | 減碼 |
| Great Lakes Advisors, LLC | 1,505 | $40.6 萬 | 0.00% | −84,204−98.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,483 | $40.0 萬 | 0.02% | +729+96.7% | 加碼 |
| Alamea Verwaltungs GmbH | 1,481 | $40.0 萬 | 0.30% | −389−20.8% | 減碼 |
| Toronto Dominion Bank | 1,453 | $39.3 萬 | 0.00% | +12+0.8% | 加碼 |
| EP Wealth Advisors, LLC | 1,442 | $38.9 萬 | 0.00% | −11−0.8% | 減碼 |
| Callan Family Office, LLC | 1,441 | $38.9 萬 | 0.01% | +1,441 | 新進 |
| Kera Capital Partners, Inc. | 1,438 | $38.8 萬 | 0.08% | +1,438 | 新進 |
| Quadrant Capital Group LLC | 1,432 | $38.7 萬 | 0.01% | −316−18.1% | 減碼 |
| Readystate Asset Management LP | 1,429 | $38.6 萬 | 0.02% | +1,429 | 新進 |
| Atria Investments LLC | 1,429 | $38.6 萬 | 0.00% | −7,064−83.2% | 減碼 |
| Foster & Motley Inc | 1,418 | $38.3 萬 | 0.02% | −1,649−53.8% | 減碼 |
| Net Worth Advisory Group | 1,405 | $37.9 萬 | 0.08% | +149+11.9% | 加碼 |
| Bond & Devick Financial Network, Inc. | 1,400 | $37.8 萬 | 0.13% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 1,264 | $37.6 萬 | 0.01% | −152−10.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,373 | $37.1 萬 | 0.00% | −787−36.4% | 減碼 |
| HB Wealth Management, LLC | 1,361 | $36.7 萬 | 0.00% | −155−10.2% | 減碼 |
| Bryn Mawr Trust Co | 1,347 | $36.4 萬 | 0.01% | −92−6.4% | 減碼 |
| Denali Advisors LLC | 1,331 | $35.9 萬 | 0.04% | −8,967−87.1% | 減碼 |
| Parallel Advisors, LLC | 1,328 | $35.9 萬 | 0.01% | −19−1.4% | 減碼 |
| Ethic Inc. | 1,323 | $35.6 萬 | 0.01% | −902−40.5% | 減碼 |
| Shelton Capital Management | 1,268 | $34.2 萬 | 0.01% | −41−3.1% | 減碼 |
| Ci Investments Inc. | 1,258 | $34.0 萬 | 0.00% | −56−4.3% | 減碼 |
| Chicago Partners Investment Group LLC | 1,126 | $33.8 萬 | 0.01% | +1,126 | 新進 |
| Fielder Capital Group LLC | 1,232 | $33.3 萬 | 0.09% | +57+4.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,228 | $33.2 萬 | 0.01% | +3+0.2% | 加碼 |
| Insight Wealth Partners, LLC | 1,223 | $33.0 萬 | 0.18% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 1,200 | $32.4 萬 | 0.05% | +1,200 | 新進 |
| Belpointe Asset Management LLC | 1,194 | $32.2 萬 | 0.01% | +125+11.7% | 加碼 |
| CIBC Asset Management Inc | 1,193 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Optas, LLC | 1,154 | $31.2 萬 | 0.06% | +1,154 | 新進 |
| Pekin Hardy Strauss, Inc. | 1,150 | $31.1 萬 | 0.04% | −20−1.7% | 減碼 |
| Sivia Capital Partners, LLC | 1,138 | $30.7 萬 | 0.10% | +1,138 | 新進 |
| Sherbrooke Park Advisers LLC | 1,132 | $30.6 萬 | 0.13% | −384−25.3% | 減碼 |
| Hilltop Holdings Inc. | 1,130 | $30.5 萬 | 0.02% | +1,130 | 新進 |
| Stephens Inc | 1,118 | $30.2 萬 | 0.00% | +1,118 | 新進 |
| Camden Capital, LLC | 1,099 | $29.7 萬 | 0.03% | +1,099 | 新進 |
| Shell Asset Management Co | 1,069 | $28.9 萬 | 0.01% | −213−16.6% | 減碼 |
| Norden Group LLC | 1,061 | $28.6 萬 | 0.03% | −220−17.2% | 減碼 |
| Harbor Investment Advisory, LLC | 1,060 | $28.6 萬 | 0.03% | +1,060 | 新進 |
| Gateway Investment Advisers LLC | 1,050 | $28.4 萬 | 0.00% | −40−3.7% | 減碼 |
| Evoke Wealth, LLC | 1,035 | $27.9 萬 | 0.01% | +1,035 | 新進 |
| Linden Thomas Advisory Services, LLC | 1,030 | $27.8 萬 | 0.03% | −150−12.7% | 減碼 |
| Ritholtz Wealth Management | 1,018 | $27.5 萬 | 0.01% | −95−8.5% | 減碼 |
| Courier Capital LLC | 1,000 | $27.0 萬 | 0.02% | +1,000 | 新進 |