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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 263,164 | $8,877 萬 | 0.01% | −98,987−27.3% | 減碼 |
| Bank of America Corp | 264,916 | $8,936 萬 | 0.01% | −13,706−4.9% | 減碼 |
| Channing Capital Management, LLC | 266,466 | $8,988 萬 | 2.37% | −97,236−26.7% | 減碼 |
| Paralel Advisors LLC | 300,000 | $1.01 億 | 3.94% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 308,401 | $1.04 億 | 0.35% | −72,628−19.1% | 減碼 |
| Fisher Asset Management, LLC | 325,179 | $1.10 億 | 0.04% | +5,406+1.7% | 加碼 |
| Goldman Sachs Group Inc | 326,493 | $1.10 億 | 0.02% | +75,443+30.1% | 加碼 |
| Northern Trust Corp | 333,474 | $1.12 億 | 0.01% | +15,855+5.0% | 加碼 |
| Lord, Abbett & Co. LLC | 354,108 | $1.19 億 | 0.36% | +224,762+173.8% | 加碼 |
| Bank of New York Mellon Corp | 356,869 | $1.20 億 | 0.02% | −817−0.2% | 減碼 |
| William Blair Investment Management, LLC | 373,148 | $1.26 億 | 0.33% | −21,940−5.6% | 減碼 |
| UBS Group AG | 402,692 | $1.36 億 | 0.03% | +217,370+117.3% | 加碼 |
| Bain Capital Public Equity Management II, LLC | 434,209 | $1.46 億 | 6.85% | +186,765+75.5% | 加碼 |
| Bahl & Gaynor Inc | 444,022 | $1.50 億 | 0.74% | −20,570−4.4% | 減碼 |
| JPMorgan Chase & Co | 518,093 | $1.75 億 | 0.01% | −88,285−14.6% | 減碼 |
| Dimensional Fund Advisors LP | 524,297 | $1.77 億 | 0.04% | −102,464−16.3% | 減碼 |
| Capital International Investors | 604,767 | $2.04 億 | 0.03% | +3,719+0.6% | 加碼 |
| Price T Rowe Associates Inc | 611,819 | $2.06 億 | 0.02% | −42,516−6.5% | 減碼 |
| Morgan Stanley | 620,076 | $2.09 億 | 0.01% | −17,495−2.7% | 減碼 |
| FMR LLC | 850,442 | $2.87 億 | 0.01% | −11,608−1.3% | 減碼 |
| Geode Capital Management, LLC | 940,467 | $3.17 億 | 0.02% | +108,879+13.1% | 加碼 |
| AQR Capital Management LLC | 967,804 | $3.26 億 | 0.21% | +94,960+10.9% | 加碼 |
| State Street Corp | 1,176,347 | $3.97 億 | 0.01% | +46,702+4.1% | 加碼 |
| TD Asset Management Inc | 1,182,456 | $3.99 億 | 0.32% | +227,049+23.8% | 加碼 |
| Boston Partners | 1,248,973 | $4.21 億 | 0.43% | −471,191−27.4% | 減碼 |
| Invesco Ltd. | 1,353,174 | $4.56 億 | 0.07% | −54,104−3.8% | 減碼 |
| Wellington Management Group LLP | 2,023,520 | $6.83 億 | 0.12% | +1,459,903+259.0% | 加碼 |
| BlackRock, Inc. | 3,455,570 | $11.7 億 | 0.02% | −114,254−3.2% | 減碼 |
| Vanguard Group Inc | 3,902,188 | $13.2 億 | 0.02% | +64,763+1.7% | 加碼 |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Eminence Capital, LP | 0 | $0 | 0.00% | −447,048−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −169,745−100.0% | 清倉 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −124,703−100.0% | 清倉 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −81,959−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −48,396−100.0% | 清倉 |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −29,970−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −29,645−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −25,246−100.0% | 清倉 |
| CastleKnight Management LP | 0 | $0 | 0.00% | −24,000−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −21,009−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,220−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −14,695−100.0% | 清倉 |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −8,563−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,054−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,478−100.0% | 清倉 |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −4,326−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,967−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −3,700−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,556−100.0% | 清倉 |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −3,465−100.0% | 清倉 |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −2,780−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,660−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,641−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,463−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −2,169−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,741−100.0% | 清倉 |
| Waterway Wealth Management, LLC | 0 | $0 | 0.00% | −1,688−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,583−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −1,429−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,132−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −983−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −927−100.0% | 清倉 |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −827−100.0% | 清倉 |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −824−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −811−100.0% | 清倉 |
| Choate Investment Advisors | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −245−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Motco | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Proathlete Wealth Management LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| Wambolt & Associates, LLC | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| EP Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |
| Capital A Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Atlas Capital Advisors LLC | – | – | – | – | 本季未申報 |
| Parkworth Wealth Management, Inc. | – | – | – | – | 本季未申報 |