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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 3,247 | $109.5 萬 | 0.03% | −774−19.2% | 減碼 |
| Legend Financial Advisors, Inc. | 3,246 | $109.5 萬 | 0.67% | +40+1.2% | 加碼 |
| Advisor Group Holdings, Inc. | 3,258 | $107.0 萬 | 0.00% | +841+34.8% | 加碼 |
| HGK Asset Management Inc | 3,164 | $106.7 萬 | 0.17% | −198−5.9% | 減碼 |
| Atria Investments LLC | 3,125 | $105.4 萬 | 0.01% | +1,696+118.7% | 加碼 |
| Zions Bancorporation, National Association | 3,110 | $104.9 萬 | 0.05% | +62+2.0% | 加碼 |
| Encompass More Asset Management | 3,063 | $103.3 萬 | 0.20% | +3,063 | 新進 |
| Coldstream Capital Management Inc | 3,017 | $101.8 萬 | 0.01% | +177+6.2% | 加碼 |
| Swedbank AB | 3,000 | $101.2 萬 | 0.00% | 00.0% | 不變 |
| PenderFund Capital Management Ltd. | 3,000 | $101.2 萬 | 0.17% | +3,000 | 新進 |
| Banque Pictet & Cie SA | 2,910 | $98.2 萬 | 0.01% | −18−0.6% | 減碼 |
| Intrust Bank NA | 2,898 | $97.8 萬 | 0.08% | −17−0.6% | 減碼 |
| Securian Asset Management, Inc | 2,891 | $97.5 萬 | 0.03% | +139+5.1% | 加碼 |
| O'Rourke & Company, Inc | 2,811 | $94.8 萬 | 0.40% | −162−5.4% | 減碼 |
| Krilogy Financial LLC | 3,119 | $94.7 萬 | 0.04% | +3,119 | 新進 |
| Janney Montgomery Scott LLC | 2,686 | $90.6 萬 | 0.00% | −75−2.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 2,659 | $89.7 萬 | 0.02% | −2,466−48.1% | 減碼 |
| BOK Financial Private Wealth, Inc. | 2,643 | $89.2 萬 | 0.06% | −82−3.0% | 減碼 |
| Vident Advisory, LLC | 2,633 | $88.8 萬 | 0.01% | +92+3.6% | 加碼 |
| Entropy Technologies, LP | 2,600 | $87.7 萬 | 0.07% | +2,600 | 新進 |
| Sterling Capital Management LLC | 2,507 | $84.6 萬 | 0.01% | −219−8.0% | 減碼 |
| Equitable Holdings, Inc. | 2,412 | $81.4 萬 | 0.01% | +80+3.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,263 | $76.3 萬 | 0.01% | +43+1.9% | 加碼 |
| Keybank National Association | 2,146 | $72.4 萬 | 0.00% | +12+0.6% | 加碼 |
| Aviance Capital Partners, LLC | 2,128 | $71.8 萬 | 0.09% | −240−10.1% | 減碼 |
| Summit Financial, LLC | 2,111 | $71.2 萬 | 0.01% | −40−1.9% | 減碼 |
| We Are One Seven, LLC | 2,101 | $70.9 萬 | 0.02% | +2,101 | 新進 |
| HB Wealth Management, LLC | 2,083 | $70.3 萬 | 0.00% | +722+53.0% | 加碼 |
| Daiwa Securities Group Inc. | 2,080 | $70.2 萬 | 0.00% | +2,080 | 新進 |
| SG Americas Securities, LLC | 2,079 | $70.1 萬 | 0.00% | −472−18.5% | 減碼 |
| XTX Topco Ltd | 2,076 | $70.0 萬 | 0.04% | +2,076 | 新進 |
| Pier Capital, LLC | 2,071 | $69.9 萬 | 0.11% | −1,614−43.8% | 減碼 |
| Savvy Advisors, Inc. | 2,070 | $69.8 萬 | 0.03% | +510+32.7% | 加碼 |
| Pitcairn Co | 2,038 | $68.7 萬 | 0.05% | −375−15.5% | 減碼 |
| Precision Wealth Strategies, LLC | 2,036 | $68.7 萬 | 0.22% | +2,036 | 新進 |
| Journey Strategic Wealth LLC | 2,032 | $68.5 萬 | 0.02% | −195−8.8% | 減碼 |
| PDT Partners, LLC | 2,000 | $67.5 萬 | 0.04% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 1,992 | $67.2 萬 | 0.01% | −629−24.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 1,986 | $67.0 萬 | 0.03% | −156−7.3% | 減碼 |
| Jump Financial, LLC | 1,953 | $65.9 萬 | 0.01% | +1,953 | 新進 |
| Utah Retirement Systems | 1,948 | $65.7 萬 | 0.01% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 1,935 | $65.3 萬 | 0.19% | 00.0% | 不變 |
| Hardy Reed LLC | 1,854 | $62.5 萬 | 0.05% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 1,839 | $62.0 萬 | 0.01% | +163+9.7% | 加碼 |
| Hanlon Investment Management, Inc. | 1,820 | $61.4 萬 | 0.37% | +1,820 | 新進 |
| Cetera Trust Company, N.A | 1,820 | $61.4 萬 | 0.34% | 00.0% | 不變 |
| Commerce Bank | 1,780 | $60.0 萬 | 0.00% | −83−4.5% | 減碼 |
| Swiss Life Asset Management Ltd | 1,779 | $60.0 萬 | 0.00% | +845+90.5% | 加碼 |
| CAPROCK Group, Inc. | 1,827 | $58.9 萬 | 0.01% | +1,827 | 新進 |
| Evercore Wealth Management, LLC | 1,720 | $58.0 萬 | 0.01% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 1,700 | $57.9 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,716 | $57.9 萬 | 0.02% | +233+15.7% | 加碼 |
| Kera Capital Partners, Inc. | 1,701 | $57.4 萬 | 0.09% | +263+18.3% | 加碼 |
| Greenleaf Trust | 1,697 | $57.2 萬 | 0.01% | −30−1.7% | 減碼 |
| Toronto Dominion Bank | 1,670 | $56.9 萬 | 0.00% | +217+14.9% | 加碼 |
| Harbor Investment Advisory, LLC | 1,675 | $56.5 萬 | 0.05% | +615+58.0% | 加碼 |
| Dakota Wealth Management | 1,653 | $55.8 萬 | 0.01% | +895+118.1% | 加碼 |
| AE Wealth Management LLC | 1,631 | $55.1 萬 | 0.00% | −502−23.5% | 減碼 |
| NorthRock Partners, LLC | 1,604 | $54.1 萬 | 0.01% | +624+63.7% | 加碼 |
| Jane Street Group, LLC | 1,565 | $52.8 萬 | 0.00% | −1,615−50.8% | 減碼 |
| Diversify Wealth Management, LLC | 1,680 | $50.4 萬 | 0.03% | −107−6.0% | 減碼 |
| Great Lakes Advisors, LLC | 1,493 | $50.4 萬 | 0.00% | −12−0.8% | 減碼 |
| Ethic Inc. | 1,459 | $49.2 萬 | 0.01% | +136+10.3% | 加碼 |
| Callan Family Office, LLC | 1,459 | $49.2 萬 | 0.02% | +18+1.2% | 加碼 |
| Quadrant Capital Group LLC | 1,457 | $49.1 萬 | 0.02% | +25+1.7% | 加碼 |
| Alamea Verwaltungs GmbH | 1,451 | $48.9 萬 | 0.33% | −30−2.0% | 減碼 |
| Aviva PLC | 1,443 | $48.7 萬 | 0.00% | −515−26.3% | 減碼 |
| Optimize Financial Inc | 1,416 | $47.8 萬 | 0.25% | +1,416 | 新進 |
| Bond & Devick Financial Network, Inc. | 1,400 | $47.2 萬 | 0.14% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 1,397 | $47.1 萬 | 0.00% | +1,397 | 新進 |
| Chicago Partners Investment Group LLC | 1,448 | $46.6 萬 | 0.01% | +322+28.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 1,368 | $46.2 萬 | 0.00% | +1,368 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 1,344 | $45.3 萬 | 0.00% | −29−2.1% | 減碼 |
| Net Worth Advisory Group | 1,334 | $45.0 萬 | 0.13% | −71−5.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,329 | $44.8 萬 | 0.01% | −1,906−58.9% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 1,326 | $44.7 萬 | 0.23% | +1,326 | 新進 |
| Parallel Advisors, LLC | 1,317 | $44.4 萬 | 0.01% | −11−0.8% | 減碼 |
| First Bank & Trust | 1,312 | $44.3 萬 | 0.07% | −237−15.3% | 減碼 |
| Hamilton Capital Partners Inc. | 1,284 | $43.3 萬 | 0.02% | −406−24.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 1,335 | $43.3 萬 | 0.01% | +1,335 | 新進 |
| Sivia Capital Partners, LLC | 1,280 | $43.2 萬 | 0.12% | +142+12.5% | 加碼 |
| Jones Financial Companies LLLP | 1,260 | $43.1 萬 | 0.00% | +456+56.7% | 加碼 |
| Ritholtz Wealth Management | 1,276 | $43.0 萬 | 0.01% | +258+25.3% | 加碼 |
| Shelton Capital Management | 1,268 | $42.8 萬 | 0.01% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 822 | $42.6 萬 | 0.01% | +822 | 新進 |
| Insight Wealth Partners, LLC | 1,254 | $42.3 萬 | 0.19% | +31+2.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,249 | $42.1 萬 | 0.02% | +21+1.7% | 加碼 |
| Fielder Capital Group LLC | 1,234 | $41.6 萬 | 0.09% | +2+0.2% | 加碼 |
| Belpointe Asset Management LLC | 1,215 | $41.0 萬 | 0.02% | +21+1.8% | 加碼 |
| Fieldview Capital Management, LLC | 1,212 | $40.9 萬 | 0.07% | −12,980−91.5% | 減碼 |
| CIBC Asset Management Inc | 1,193 | $40.2 萬 | 0.00% | 00.0% | 不變 |
| Camden Capital, LLC | 1,193 | $40.2 萬 | 0.03% | +94+8.6% | 加碼 |
| Caerus Investment Advisors, LLC | 1,160 | $39.1 萬 | 0.16% | +1,160 | 新進 |
| Walleye Trading LLC | 1,158 | $39.1 萬 | 0.01% | +1,158 | 新進 |
| Hilltop Holdings Inc. | 1,146 | $38.7 萬 | 0.02% | +16+1.4% | 加碼 |
| Optas, LLC | 1,146 | $38.7 萬 | 0.07% | −8−0.7% | 減碼 |
| Portside Wealth Group, LLC | 1,143 | $38.6 萬 | 0.05% | −57−4.8% | 減碼 |
| Evergreen Capital Management LLC | 1,143 | $38.6 萬 | 0.01% | +1,143 | 新進 |
| NewEdge Wealth, LLC | 1,265 | $38.4 萬 | 0.01% | +1+0.1% | 加碼 |
| Ci Investments Inc. | 1,131 | $38.2 萬 | 0.00% | −127−10.1% | 減碼 |