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 |
|---|---|---|---|---|---|
| EFG Asset Management (North America) Corp. | 10,442 | $352.5 萬 | 0.46% | −4,893−31.9% | 減碼 |
| Campbell Newman Asset Management Inc | 10,227 | $345.0 萬 | 0.25% | +45+0.4% | 加碼 |
| Laurion Capital Management LP | 10,074 | $339.8 萬 | 0.46% | +10,074 | 新進 |
| Holocene Advisors, LP | 9,926 | $334.8 萬 | 0.01% | −163,345−94.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,906 | $334.1 萬 | 0.02% | +669+7.2% | 加碼 |
| Public Sector Pension Investment Board | 9,900 | $333.9 萬 | 0.01% | +9,900 | 新進 |
| Truist Financial Corp | 9,869 | $332.9 萬 | 0.00% | −210−2.1% | 減碼 |
| CI Private Wealth, LLC | 9,652 | $325.6 萬 | 0.01% | +806+9.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 9,641 | $325.2 萬 | 0.02% | +573+6.3% | 加碼 |
| Deutsche Bank AG | 9,448 | $318.7 萬 | 0.00% | +571+6.4% | 加碼 |
| Amundi | 9,784 | $318.5 萬 | 0.00% | +9,784 | 新進 |
| Triasima Portfolio Management inc. | 9,428 | $318.0 萬 | 0.48% | +9,428 | 新進 |
| Eagle Rock Investment Company, LLC | 9,268 | $312.6 萬 | 0.47% | 00.0% | 不變 |
| Fifth Third Bancorp | 9,248 | $312.0 萬 | 0.01% | −279−2.9% | 減碼 |
| State of Michigan Retirement System | 9,205 | $310.5 萬 | 0.01% | +600+7.0% | 加碼 |
| Handelsbanken Fonder AB | 9,137 | $308.2 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 9,109 | $307.2 萬 | 0.01% | +4,942+118.6% | 加碼 |
| Essex Investment Management Co LLC | 8,958 | $302.2 萬 | 0.46% | −1,603−15.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 8,835 | $298.0 萬 | 0.00% | −344−3.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,604 | $290.2 萬 | 0.04% | +577+7.2% | 加碼 |
| Renaissance Technologies LLC | 8,500 | $286.7 萬 | 0.00% | +8,500 | 新進 |
| HSBC Holdings PLC | 8,565 | $286.7 萬 | 0.00% | +2,537+42.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 8,297 | $279.9 萬 | 0.01% | −2,619−24.0% | 減碼 |
| James Investment Research Inc | 8,184 | $276.1 萬 | 0.30% | +1,411+20.8% | 加碼 |
| KLP Kapitalforvaltning AS | 8,100 | $273.2 萬 | 0.01% | +700+9.5% | 加碼 |
| New Mexico Educational Retirement Board | 8,000 | $269.9 萬 | 0.08% | +700+9.6% | 加碼 |
| Credit Agricole S A | 7,996 | $269.7 萬 | 0.01% | +7,996 | 新進 |
| Pathstone Holdings, LLC | 7,735 | $260.9 萬 | 0.01% | −1,885−19.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 7,732 | $260.8 萬 | 0.03% | +354+4.8% | 加碼 |
| Hager Investment Management Services, LLC | 7,696 | $259.6 萬 | 1.40% | +1,162+17.8% | 加碼 |
| New Age Alpha Advisors, LLC | 7,551 | $254.7 萬 | 0.11% | −222−2.9% | 減碼 |
| Consolidated Planning Corp | 7,539 | $254.3 萬 | 0.27% | −1,870−19.9% | 減碼 |
| Cetera Investment Advisers | 7,354 | $248.1 萬 | 0.00% | +2,984+68.3% | 加碼 |
| DGS Capital Management, LLC | 7,340 | $247.6 萬 | 0.45% | +401+5.8% | 加碼 |
| CWM Advisors, LLC | 7,293 | $246.0 萬 | 0.24% | +2,891+65.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 7,257 | $244.8 萬 | 0.02% | −3,787−34.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,235 | $244.1 萬 | 0.07% | +269+3.9% | 加碼 |
| Hancock Whitney Corp | 7,165 | $241.7 萬 | 0.04% | −3,145−30.5% | 減碼 |
| Washington Trust Advisors, Inc. | 7,045 | $237.6 萬 | 0.18% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 7,004 | $236.3 萬 | 0.34% | 00.0% | 不變 |
| Monument Capital Management | 6,938 | $234.0 萬 | 0.59% | +6,938 | 新進 |
| South Dakota Investment Council | 6,817 | $230.0 萬 | 0.04% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 6,669 | $225.0 萬 | 0.04% | +361+5.7% | 加碼 |
| Pallas Capital Advisors LLC | 6,586 | $222.2 萬 | 0.08% | +9+0.1% | 加碼 |
| Dana Investment Advisors, Inc. | 6,502 | $219.3 萬 | 0.06% | −1,322−16.9% | 減碼 |
| HighTower Advisors, LLC | 6,468 | $218.2 萬 | 0.00% | +130+2.1% | 加碼 |
| Radnor Capital Management, LLC | 6,450 | $217.6 萬 | 0.33% | −115−1.8% | 減碼 |
| Princeton Capital Management LLC | 6,408 | $216.2 萬 | 0.58% | −57−0.9% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 6,180 | $208.5 萬 | 0.40% | +6,180 | 新進 |
| BancorpSouth Bank | 5,944 | $200.5 萬 | 0.12% | 00.0% | 不變 |
| Legato Capital Management LLC | 5,871 | $198.0 萬 | 0.22% | −582−9.0% | 減碼 |
| Summit Trail Advisors, LLC | 5,868 | $197.9 萬 | 0.03% | +2,611+80.2% | 加碼 |
| Algert Global LLC | 5,759 | $194.3 萬 | 0.03% | −5,200−47.4% | 減碼 |
| Private Client Services, LLC | 5,668 | $191.2 萬 | 0.64% | +5,668 | 新進 |
| Valley National Advisers Inc | 5,657 | $190.7 萬 | 0.30% | −120−2.1% | 減碼 |
| Pictet Asset Management Holding SA | 5,535 | $186.7 萬 | 0.00% | −87−1.5% | 減碼 |
| MAI Capital Management | 5,529 | $186.5 萬 | 0.01% | +5,274+2,068.2% | 加碼 |
| Croban | 5,354 | $180.6 萬 | 1.20% | −162−2.9% | 減碼 |
| Pacer Advisors, Inc. | 5,131 | $173.1 萬 | 0.00% | +1,986+63.1% | 加碼 |
| Catalyst Capital Advisors LLC | 5,100 | $172.0 萬 | 0.03% | +5,100 | 新進 |
| QSV Equity Investors LLC | 5,094 | $171.8 萬 | 1.76% | −2,758−35.1% | 減碼 |
| Summit Place Financial Advisors, LLC | 4,974 | $167.8 萬 | 0.79% | 00.0% | 不變 |
| Sit Investment Associates Inc | 4,865 | $164.1 萬 | 0.03% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 4,813 | $162.4 萬 | 0.10% | 00.0% | 不變 |
| Intech Investment Management LLC | 4,798 | $161.8 萬 | 0.01% | −42,794−89.9% | 減碼 |
| Nations Financial Group Inc, | 4,734 | $159.7 萬 | 0.10% | +22+0.5% | 加碼 |
| Illinois Municipal Retirement Fund | 4,588 | $154.8 萬 | 0.02% | −92−2.0% | 減碼 |
| Cornerstone Investment Partners, LLC | 4,410 | $148.8 萬 | 0.06% | +34+0.8% | 加碼 |
| Buckhead Capital Management LLC | 4,407 | $148.7 萬 | 0.54% | 00.0% | 不變 |
| Essential Partners LLC | 4,308 | $145.3 萬 | 0.48% | +426+11.0% | 加碼 |
| Freedom Day Solutions, LLC | 4,232 | $142.8 萬 | 0.39% | +153+3.8% | 加碼 |
| Xponance, Inc. | 4,218 | $142.3 萬 | 0.01% | +113+2.8% | 加碼 |
| Virginia Retirement Systems Et Al | 4,200 | $141.7 萬 | 0.01% | +4,200 | 新進 |
| State of Alaska, Department of Revenue | 4,168 | $140.5 萬 | 0.01% | +121+3.0% | 加碼 |
| Nicholas Investment Partners, LP | 4,108 | $138.6 萬 | 0.11% | +1,753+74.4% | 加碼 |
| First Eagle Investment Management, LLC | 4,090 | $138.0 萬 | 0.00% | −1,252−23.4% | 減碼 |
| Sandler Capital Management | 4,088 | $137.9 萬 | 0.51% | −512−11.1% | 減碼 |
| Winton Group Ltd | 4,010 | $135.3 萬 | 0.05% | −25,420−86.4% | 減碼 |
| Whalen Wealth Management Inc. | 3,993 | $134.7 萬 | 0.79% | +3,042+319.9% | 加碼 |
| Prudential Financial Inc | 3,927 | $132.5 萬 | 0.00% | −18,578−82.6% | 減碼 |
| Caxton Associates LLP | 3,899 | $131.5 萬 | 0.04% | +3,899 | 新進 |
| Public Employees Retirement Association of Colorado | 3,882 | $130.9 萬 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 3,813 | $128.6 萬 | 0.31% | −877−18.7% | 減碼 |
| Martingale Asset Management L P | 3,785 | $127.7 萬 | 0.03% | +264+7.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 3,847 | $127.3 萬 | 0.00% | +10.0% | 加碼 |
| Merit Financial Group, LLC | 3,727 | $125.7 萬 | 0.01% | +644+20.9% | 加碼 |
| Great Diamond Partners, LLC | 3,675 | $124.0 萬 | 0.24% | +44+1.2% | 加碼 |
| Brighton Jones LLC | 3,629 | $122.4 萬 | 0.03% | +1,263+53.4% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 3,593 | $121.2 萬 | 0.62% | −13−0.4% | 減碼 |
| O'Neil Global Advisors, Inc. | 3,572 | $120.5 萬 | 0.22% | +3,572 | 新進 |
| MML Investors Services, LLC | 3,554 | $119.9 萬 | 0.00% | −200−5.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,484 | $117.5 萬 | 0.00% | +133+4.0% | 加碼 |
| Buckingham Strategic Partners | 3,668 | $117.1 萬 | 0.01% | +1,360+58.9% | 加碼 |
| Federated Hermes, Inc. | 3,448 | $116.3 萬 | 0.00% | +92+2.7% | 加碼 |
| Sanctuary Advisors, LLC | 3,443 | $116.1 萬 | 0.01% | +198+6.1% | 加碼 |
| Nisa Investment Advisors, LLC | 3,414 | $115.2 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 3,369 | $113.7 萬 | 0.00% | −53−1.5% | 減碼 |
| Ransom Advisory, Ltd | 3,350 | $113.0 萬 | 0.51% | −100−2.9% | 減碼 |
| BNP Paribas | 3,335 | $112.5 萬 | 0.03% | −115−3.3% | 減碼 |
| Baird Financial Group, Inc. | 3,264 | $110.1 萬 | 0.00% | −402−11.0% | 減碼 |