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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 46,319 | $1,562 萬 | 0.03% | −1,277−2.7% | 減碼 |
| Frontier Capital Management Co LLC | 45,863 | $1,547 萬 | 0.14% | +1,809+4.1% | 加碼 |
| Granite Investment Partners, LLC | 41,983 | $1,416 萬 | 0.80% | −22,707−35.1% | 減碼 |
| Cresset Asset Management, LLC | 40,780 | $1,376 萬 | 0.06% | +180+0.4% | 加碼 |
| Bokf, NA | 40,648 | $1,371 萬 | 0.21% | −1,468−3.5% | 減碼 |
| Leeward Investments, LLC - MA | 39,558 | $1,334 萬 | 0.68% | −1,429−3.5% | 減碼 |
| Jackson Wealth Management, LLC | 39,458 | $1,331 萬 | 1.33% | +503+1.3% | 加碼 |
| Morse Asset Management, Inc | 38,610 | $1,302 萬 | 2.60% | −576−1.5% | 減碼 |
| Glenmede Investment Management, LP | 38,266 | $1,291 萬 | 0.06% | −30,364−44.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 37,138 | $1,253 萬 | 0.02% | −2,102−5.4% | 減碼 |
| Peregrine Capital Management LLC | 37,090 | $1,251 萬 | 0.38% | −10,249−21.7% | 減碼 |
| Driehaus Capital Management LLC | 36,980 | $1,247 萬 | 0.09% | +36,980 | 新進 |
| California State Teachers Retirement System | 36,282 | $1,224 萬 | 0.01% | +2,573+7.6% | 加碼 |
| Natixis Advisors, L.P. | 36,277 | $1,224 萬 | 0.02% | +2,098+6.1% | 加碼 |
| Boston Trust Walden Corp | 35,729 | $1,205 萬 | 0.09% | −167,563−82.4% | 減碼 |
| Stifel Financial Corp | 34,990 | $1,180 萬 | 0.01% | +10,490+42.8% | 加碼 |
| Public Employees Retirement System of Ohio | 34,846 | $1,175 萬 | 0.04% | +15,780+82.8% | 加碼 |
| CWM, LLC | 33,487 | $1,130 萬 | 0.03% | +15,471+85.9% | 加碼 |
| Verdence Capital Advisors LLC | 32,816 | $1,084 萬 | 0.62% | −309−0.9% | 減碼 |
| Castleark Management LLC | 31,086 | $1,049 萬 | 0.29% | +3,686+13.5% | 加碼 |
| Appleton Partners Inc | 30,638 | $1,034 萬 | 0.69% | +258+0.8% | 加碼 |
| Great West Life Assurance Co | 29,945 | $1,020 萬 | 0.01% | +1,487+5.2% | 加碼 |
| Van Eck Associates Corp | 29,063 | $980.4 萬 | 0.01% | +667+2.3% | 加碼 |
| Voya Investment Management LLC | 28,949 | $976.5 萬 | 0.01% | −5,724−16.5% | 減碼 |
| Bain Capital Public Equity, LP | 28,938 | $976.1 萬 | 6.18% | +11,775+68.6% | 加碼 |
| Nitorum Capital, L.P. | 28,188 | $950.8 萬 | 1.67% | −12,711−31.1% | 減碼 |
| Syon Capital LLC | 28,022 | $945.2 萬 | 0.51% | −3,567−11.3% | 減碼 |
| Freestone Grove Partners LP | 27,312 | $921.3 萬 | 0.07% | +27,312 | 新進 |
| Picton Mahoney Asset Management | 26,513 | $894.4 萬 | 0.11% | −3,342−11.2% | 減碼 |
| Peregrine Investment Management Inc | 26,160 | $882.4 萬 | 4.34% | +350+1.4% | 加碼 |
| Edgestream Partners, L.P. | 25,565 | $862.4 萬 | 0.25% | +11,384+80.3% | 加碼 |
| Sarasin & Partners LLP | 25,000 | $851.6 萬 | 0.08% | 00.0% | 不變 |
| Colony Group, LLC | 25,663 | $851.1 萬 | 0.01% | +2,543+11.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 24,995 | $843.1 萬 | 0.42% | −5,900−19.1% | 減碼 |
| Cinctive Capital Management LP | 24,607 | $830.0 萬 | 0.41% | −6,019−19.7% | 減碼 |
| Two Sigma Investments, LP | 24,241 | $817.7 萬 | 0.01% | +14,994+162.1% | 加碼 |
| Bank of Montreal | 24,063 | $811.7 萬 | 0.00% | +16,308+210.3% | 加碼 |
| First Trust Advisors LP | 23,792 | $802.6 萬 | 0.01% | −14,993−38.7% | 減碼 |
| Lighthouse Investment Partners, LLC | 22,964 | $774.6 萬 | 0.28% | +2,034+9.7% | 加碼 |
| Prana Capital Management, LP | 22,416 | $756.1 萬 | 0.25% | −6,828−23.3% | 減碼 |
| Zacks Investment Management | 22,307 | $752.5 萬 | 0.06% | +3,502+18.6% | 加碼 |
| LPL Financial LLC | 22,193 | $748.6 萬 | 0.00% | +12,400+126.6% | 加碼 |
| Advisors Capital Management, LLC | 22,144 | $747.0 萬 | 0.09% | +534+2.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 21,931 | $739.8 萬 | 0.00% | +18,027+461.8% | 加碼 |
| Pinnacle Associates Ltd | 21,705 | $732.2 萬 | 0.10% | +1,765+8.9% | 加碼 |
| Thrivent Financial for Lutherans | 21,419 | $722.5 萬 | 0.01% | +1,718+8.7% | 加碼 |
| Gotham Asset Management, LLC | 20,794 | $701.4 萬 | 0.03% | −376−1.8% | 減碼 |
| Axxcess Wealth Management, LLC | 20,195 | $681.2 萬 | 0.14% | +1,093+5.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 20,018 | $675.2 萬 | 0.01% | +3,155+18.7% | 加碼 |
| Tribune Investment Group LP | 20,000 | $674.6 萬 | 3.27% | +20,000 | 新進 |
| MetLife Investment Management | 19,811 | $668.3 萬 | 0.03% | +436+2.3% | 加碼 |
| Mariner, LLC | 18,557 | $626.0 萬 | 0.01% | +5,686+44.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $614.7 萬 | 0.05% | 00.0% | 不變 |
| Amalgamated Bank | 17,911 | $604.2 萬 | 0.04% | +1,091+6.5% | 加碼 |
| Mutual of America Capital Management LLC | 17,825 | $601.3 萬 | 0.06% | −54−0.3% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 17,171 | $579.2 萬 | 0.84% | −6,844−28.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 16,318 | $550.4 萬 | 0.04% | +2,313+16.5% | 加碼 |
| SRS Capital Advisors, Inc. | 16,203 | $546.6 萬 | 0.08% | +16,014+8,473.0% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 16,137 | $544.3 萬 | 0.57% | 00.0% | 不變 |
| Alps Advisors Inc | 16,087 | $542.6 萬 | 0.03% | −20,712−56.3% | 減碼 |
| Verition Fund Management LLC | 15,812 | $533.4 萬 | 0.03% | +1,511+10.6% | 加碼 |
| Advisory Services Network, LLC | 15,782 | $532.4 萬 | 0.08% | +2,313+17.2% | 加碼 |
| Creative Planning | 15,415 | $520.0 萬 | 0.00% | +8,275+115.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 15,039 | $507.3 萬 | 0.03% | +2,609+21.0% | 加碼 |
| Harbor Advisors LLC | 15,000 | $506.0 萬 | 0.78% | 00.0% | 不變 |
| Tremblant Capital Group | 14,909 | $502.9 萬 | 0.52% | −2,474−14.2% | 減碼 |
| State of Tennessee, Treasury Department | 14,365 | $484.6 萬 | 0.02% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 14,927 | $483.9 萬 | 0.01% | +2,442+19.6% | 加碼 |
| Teacher Retirement System of Texas | 14,039 | $473.6 萬 | 0.02% | +70+0.5% | 加碼 |
| Marshall Wace, LLP | 13,960 | $470.9 萬 | 0.01% | +2,265+19.4% | 加碼 |
| Guggenheim Capital LLC | 13,687 | $461.7 萬 | 0.03% | −4,888−26.3% | 減碼 |
| Bridges Investment Management Inc | 13,505 | $455.6 萬 | 0.06% | +807+6.4% | 加碼 |
| Centric Wealth Management | 15,347 | $452.1 萬 | 1.01% | −192−1.2% | 減碼 |
| Comerica Bank | 13,372 | $451.1 萬 | 0.02% | −973−6.8% | 減碼 |
| Dorsey Wright & Associates | 13,243 | $446.7 萬 | 1.00% | +11,709+763.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 13,000 | $438.5 萬 | 0.01% | +13,000 | 新進 |
| Blair William & Co | 12,937 | $436.4 萬 | 0.01% | −178−1.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 12,774 | $430.9 萬 | 0.02% | +1,030+8.8% | 加碼 |
| Brinker Capital Investments, LLC | 12,625 | $425.9 萬 | 0.03% | −47−0.4% | 減碼 |
| Nomura Asset Management Co Ltd | 12,570 | $424.0 萬 | 0.01% | +12,350+5,613.6% | 加碼 |
| Bridge City Capital, LLC | 12,563 | $423.8 萬 | 1.13% | −204−1.6% | 減碼 |
| Citigroup Inc | 12,545 | $423.2 萬 | 0.00% | −4,199−25.1% | 減碼 |
| Yousif Capital Management, LLC | 12,511 | $422.0 萬 | 0.05% | −125−1.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 12,440 | $419.6 萬 | 0.01% | +134+1.1% | 加碼 |
| TD Waterhouse Canada Inc. | 12,529 | $415.2 萬 | 0.03% | +6,201+98.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,975 | $403.9 萬 | 0.01% | +1,961+19.6% | 加碼 |
| US Bancorp | 11,918 | $402.0 萬 | 0.00% | −1,029−7.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 11,842 | $399.5 萬 | 0.25% | +7,571+177.3% | 加碼 |
| Summit Wealth Group LLC | 19,614 | $397.7 萬 | 0.55% | +19,614 | 新進 |
| Rocky Mountain Advisers, LLC | 11,525 | $388.8 萬 | 1.14% | 00.0% | 不變 |
| JustInvest LLC | 11,482 | $387.3 萬 | 0.04% | +276+2.5% | 加碼 |
| Captrust Financial Advisors | 11,476 | $387.1 萬 | 0.01% | +1,071+10.3% | 加碼 |
| Arizona State Retirement System | 11,439 | $385.9 萬 | 0.02% | +885+8.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 11,194 | $377.6 萬 | 0.00% | −3,955−26.1% | 減碼 |
| Ensign Peak Advisors, Inc | 11,042 | $372.5 萬 | 0.01% | −18,435−62.5% | 減碼 |
| Waratah Capital Advisors Ltd. | 10,901 | $367.7 萬 | 0.25% | −54,569−83.3% | 減碼 |
| Capital Fund Management S.A. | 10,853 | $366.1 萬 | 0.04% | −35,683−76.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 10,736 | $362.2 萬 | 0.03% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 10,700 | $360.9 萬 | 0.06% | +600+5.9% | 加碼 |
| F/M Investments LLC | 10,491 | $353.9 萬 | 0.14% | −127−1.2% | 減碼 |