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 3 季 13F 持有人
Evercore Inc. 在 2025/9/30 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
- 629
- 較 2025 年第 2 季 +71 家
- 持有股數
- 3,471 萬
- 較 2025 年第 2 季 −42.0 萬 (−1.2%)
- 總市值
- $117.0 億
- 較 2025 年第 2 季 +$22.2 億 (+23.4%)
- 新進機構
- 126
- 另有 220 家加碼
- 清倉機構
- 55
- 另有 192 家減碼
另有 8 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,902,188 | $13.2 億 | 0.02% | +64,763+1.7% | 加碼 |
| BlackRock, Inc. | 3,455,570 | $11.7 億 | 0.02% | −114,254−3.2% | 減碼 |
| Wellington Management Group LLP | 2,023,520 | $6.83 億 | 0.12% | +1,459,903+259.0% | 加碼 |
| Invesco Ltd. | 1,353,174 | $4.56 億 | 0.07% | −54,104−3.8% | 減碼 |
| Boston Partners | 1,248,973 | $4.21 億 | 0.43% | −471,191−27.4% | 減碼 |
| TD Asset Management Inc | 1,182,456 | $3.99 億 | 0.32% | +227,049+23.8% | 加碼 |
| State Street Corp | 1,176,347 | $3.97 億 | 0.01% | +46,702+4.1% | 加碼 |
| AQR Capital Management LLC | 967,804 | $3.26 億 | 0.21% | +94,960+10.9% | 加碼 |
| Geode Capital Management, LLC | 940,467 | $3.17 億 | 0.02% | +108,879+13.1% | 加碼 |
| FMR LLC | 850,442 | $2.87 億 | 0.01% | −11,608−1.3% | 減碼 |
| Morgan Stanley | 620,076 | $2.09 億 | 0.01% | −17,495−2.7% | 減碼 |
| Price T Rowe Associates Inc | 611,819 | $2.06 億 | 0.02% | −42,516−6.5% | 減碼 |
| Capital International Investors | 604,767 | $2.04 億 | 0.03% | +3,719+0.6% | 加碼 |
| Dimensional Fund Advisors LP | 524,297 | $1.77 億 | 0.04% | −102,464−16.3% | 減碼 |
| JPMorgan Chase & Co | 518,093 | $1.75 億 | 0.01% | −88,285−14.6% | 減碼 |
| Bahl & Gaynor Inc | 444,022 | $1.50 億 | 0.74% | −20,570−4.4% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 434,209 | $1.46 億 | 6.85% | +186,765+75.5% | 加碼 |
| UBS Group AG | 402,692 | $1.36 億 | 0.03% | +217,370+117.3% | 加碼 |
| William Blair Investment Management, LLC | 373,148 | $1.26 億 | 0.33% | −21,940−5.6% | 減碼 |
| Bank of New York Mellon Corp | 356,869 | $1.20 億 | 0.02% | −817−0.2% | 減碼 |
| Lord, Abbett & Co. LLC | 354,108 | $1.19 億 | 0.36% | +224,762+173.8% | 加碼 |
| Northern Trust Corp | 333,474 | $1.12 億 | 0.01% | +15,855+5.0% | 加碼 |
| Goldman Sachs Group Inc | 326,493 | $1.10 億 | 0.02% | +75,443+30.1% | 加碼 |
| Fisher Asset Management, LLC | 325,179 | $1.10 億 | 0.04% | +5,406+1.7% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 308,401 | $1.04 億 | 0.35% | −72,628−19.1% | 減碼 |
| Paralel Advisors LLC | 300,000 | $1.01 億 | 3.94% | 00.0% | 不變 |
| Channing Capital Management, LLC | 266,466 | $8,988 萬 | 2.37% | −97,236−26.7% | 減碼 |
| Bank of America Corp | 264,916 | $8,936 萬 | 0.01% | −13,706−4.9% | 減碼 |
| Charles Schwab Investment Management Inc | 263,164 | $8,877 萬 | 0.01% | −98,987−27.3% | 減碼 |
| Stephens Investment Management Group LLC | 245,310 | $8,275 萬 | 1.07% | −53,170−17.8% | 減碼 |
| Millennium Management LLC | 245,071 | $8,267 萬 | 0.07% | −1,001,688−80.3% | 減碼 |
| Primecap Management Co | 224,350 | $7,568 萬 | 0.06% | −6,370−2.8% | 減碼 |
| Victory Capital Management Inc | 212,048 | $7,153 萬 | 0.04% | +8,317+4.1% | 加碼 |
| Macquarie Group Ltd | 210,481 | $7,100 萬 | 0.08% | +177+0.1% | 加碼 |
| Raymond James Financial Inc | 197,244 | $6,653 萬 | 0.02% | +1,967+1.0% | 加碼 |
| Schroder Investment Management Group | 180,309 | $6,142 萬 | 0.05% | −20,786−10.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 175,992 | $5,937 萬 | 0.15% | +105,189+148.6% | 加碼 |
| Balyasny Asset Management LLC | 172,876 | $5,831 萬 | 0.12% | −22,909−11.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 170,085 | $5,737 萬 | 0.05% | −39,537−18.9% | 減碼 |
| Global Alpha Capital Management Ltd. | 162,435 | $5,479 萬 | 3.13% | −900−0.6% | 減碼 |
| Artisan Partners Limited Partnership | 160,544 | $5,415 萬 | 0.08% | +160,544 | 新進 |
| Franklin Resources Inc | 154,037 | $5,196 萬 | 0.01% | +9,309+6.4% | 加碼 |
| TimesSquare Capital Management, LLC | 148,686 | $5,015 萬 | 0.72% | +43,336+41.1% | 加碼 |
| Azora Capital LP | 128,954 | $4,350 萬 | 2.01% | +128,954 | 新進 |
| Royce & Associates LP | 123,333 | $4,160 萬 | 0.41% | −22,752−15.6% | 減碼 |
| ProShare Advisors LLC | 116,866 | $3,942 萬 | 0.08% | −59,345−33.7% | 減碼 |
| Artemis Investment Management LLP | 111,644 | $3,766 萬 | 0.47% | +111,644 | 新進 |
| Quantinno Capital Management LP | 111,578 | $3,764 萬 | 0.10% | +17,501+18.6% | 加碼 |
| WCM Investment Management, LLC | 109,840 | $3,742 萬 | 0.08% | −564−0.5% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 110,575 | $3,730 萬 | 2.40% | −22,272−16.8% | 減碼 |
| Braun Stacey Associates Inc | 108,983 | $3,676 萬 | 1.20% | +4,560+4.4% | 加碼 |
| Rockefeller Capital Management L.P. | 101,049 | $3,409 萬 | 0.07% | −3,010−2.9% | 減碼 |
| Retirement Systems of Alabama | 99,839 | $3,368 萬 | 0.11% | −14,572−12.7% | 減碼 |
| Rhumbline Advisers | 99,501 | $3,356 萬 | 0.03% | +3,027+3.1% | 加碼 |
| UBS Asset Management Americas Inc | 94,309 | $3,181 萬 | 0.01% | −48,222−33.8% | 減碼 |
| Walleye Capital LLC | 93,540 | $3,155 萬 | 0.26% | +58,789+169.2% | 加碼 |
| Principal Financial Group Inc | 88,107 | $2,972 萬 | 0.01% | −54,905−38.4% | 減碼 |
| Nuveen, LLC | 88,104 | $2,972 萬 | 0.01% | +748+0.9% | 加碼 |
| New York State Common Retirement Fund | 82,395 | $2,779 萬 | 0.04% | −19,672−19.3% | 減碼 |
| Fort Washington Investment Advisors Inc | 77,082 | $2,600 萬 | 0.14% | −5,588−6.8% | 減碼 |
| Ieq Capital, LLC | 76,922 | $2,595 萬 | 0.08% | +22,206+40.6% | 加碼 |
| Junto Capital Management LP | 76,518 | $2,581 萬 | 0.54% | −117,964−60.7% | 減碼 |
| Canada Pension Plan Investment Board | 76,207 | $2,571 萬 | 0.02% | +8,507+12.6% | 加碼 |
| SEI Investments Co | 75,430 | $2,544 萬 | 0.03% | −2,431−3.1% | 減碼 |
| Swiss National Bank | 75,000 | $2,530 萬 | 0.01% | +5,900+8.5% | 加碼 |
| Ceredex Value Advisors LLC | 73,425 | $2,477 萬 | 0.57% | −56,825−43.6% | 減碼 |
| Westwood Holdings Group Inc. | 73,015 | $2,463 萬 | 0.18% | −9,831−11.9% | 減碼 |
| Bridgewater Associates, LP | 71,283 | $2,405 萬 | 0.09% | +66,540+1,402.9% | 加碼 |
| State of Wisconsin Investment Board | 70,171 | $2,367 萬 | 0.05% | +2,993+4.5% | 加碼 |
| Janus Henderson Group PLC | 69,856 | $2,358 萬 | 0.01% | +21,336+44.0% | 加碼 |
| Basswood Capital Management, L.L.C. | 69,797 | $2,354 萬 | 1.09% | −26,850−27.8% | 減碼 |
| Envestnet Asset Management Inc | 69,321 | $2,338 萬 | 0.01% | +11,405+19.7% | 加碼 |
| Legal & General Group Plc | 68,393 | $2,307 萬 | 0.01% | +536+0.8% | 加碼 |
| California Public Employees Retirement System | 68,359 | $2,306 萬 | 0.01% | +1,254+1.9% | 加碼 |
| Kettle Hill Capital Management, LLC | 66,047 | $2,228 萬 | 5.01% | +596+0.9% | 加碼 |
| Neuberger Berman Group LLC | 64,585 | $2,179 萬 | 0.02% | +59,002+1,056.8% | 加碼 |
| Empire Life Investments Inc. | 63,384 | $2,138 萬 | 1.25% | +120+0.2% | 加碼 |
| Barclays PLC | 63,118 | $2,129 萬 | 0.01% | +38,419+155.5% | 加碼 |
| Alliancebernstein L.P. | 60,619 | $2,045 萬 | 0.01% | +2,202+3.8% | 加碼 |
| Treasurer of the State of North Carolina | 59,351 | $2,002 萬 | 0.06% | −8,840−13.0% | 減碼 |
| Cookson Peirce & Co Inc | 59,294 | $2,000 萬 | 0.82% | +58,319+5,981.4% | 加碼 |
| Two Sigma Advisers, LP | 58,100 | $1,960 萬 | 0.04% | −29,900−34.0% | 減碼 |
| Man Group plc | 57,024 | $1,924 萬 | 0.04% | +3,503+6.5% | 加碼 |
| Epoch Investment Partners, Inc. | 56,768 | $1,915 萬 | 0.11% | +46+0.1% | 加碼 |
| Los Angeles Capital Management LLC | 56,057 | $1,891 萬 | 0.06% | +56,057 | 新進 |
| GW&K Investment Management, LLC | 56,055 | $1,891 萬 | 0.17% | −67−0.1% | 減碼 |
| CCM Investment Advisers LLC | 55,812 | $1,883 萬 | 1.85% | −245−0.4% | 減碼 |
| Ameriprise Financial Inc | 55,151 | $1,860 萬 | 0.00% | −3,001−5.2% | 減碼 |
| STRS Ohio | 54,881 | $1,851 萬 | 0.07% | −35,000−38.9% | 減碼 |
| Covea Finance | 54,800 | $1,849 萬 | 0.64% | +54,800 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 54,206 | $1,828 萬 | 0.29% | 00.0% | 不變 |
| Royal Bank of Canada | 52,018 | $1,755 萬 | 0.00% | −169−0.3% | 減碼 |
| American Century Companies Inc | 51,262 | $1,729 萬 | 0.01% | +1,398+2.8% | 加碼 |
| Marsico Capital Management LLC | 50,839 | $1,715 萬 | 0.44% | +50,839 | 新進 |
| Cerity Partners LLC | 50,065 | $1,689 萬 | 0.03% | +8,775+21.3% | 加碼 |
| Wells Fargo & Company | 49,985 | $1,686 萬 | 0.00% | −6,025−10.8% | 減碼 |
| Agf Management Ltd | 49,636 | $1,674 萬 | 0.07% | +33+0.1% | 加碼 |
| Russell Investments Group, Ltd. | 49,170 | $1,659 萬 | 0.02% | +1,774+3.7% | 加碼 |
| Allianz Asset Management GmbH | 48,332 | $1,630 萬 | 0.02% | +3,600+8.0% | 加碼 |
| Thames Capital Management LLC | 46,881 | $1,581 萬 | 2.28% | +25,537+119.6% | 加碼 |