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 4 季 13F 持有人
Evercore Inc. 在 2025/12/31 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
- 636
- 較 2025 年第 3 季 +16 家
- 持有股數
- 3,487 萬
- 較 2025 年第 3 季 +21.1 萬 (+0.6%)
- 總市值
- $118.6 億
- 較 2025 年第 3 季 +$1.77 億 (+1.5%)
- 新進機構
- 85
- 另有 201 家加碼
- 清倉機構
- 69
- 另有 253 家減碼
另有 9 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 129 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 132 | $4.49 萬 | 0.01% | −8−5.7% | 減碼 |
| Key Financial Inc | 137 | $4.66 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 155 | $5.27 萬 | 0.00% | −6−3.7% | 減碼 |
| Greenline Wealth Management LLC | 155 | $5.28 萬 | 0.05% | +155 | 新進 |
| Kestra Advisory Services, LLC | 159 | $5.42 萬 | 0.00% | +159 | 新進 |
| Maseco LLP | 160 | $5.45 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 171 | $5.82 萬 | 0.00% | +2+1.2% | 加碼 |
| First Horizon Corp | 174 | $5.92 萬 | 0.00% | +3+1.8% | 加碼 |
| Piscataqua Savings Bank | 180 | $6.12 萬 | 0.04% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 182 | $6.20 萬 | 0.00% | −16,021−98.9% | 減碼 |
| Clearstead Advisors, LLC | 198 | $6.74 萬 | 0.00% | −1−0.5% | 減碼 |
| Root Financial Partners, LLC | 204 | $6.94 萬 | 0.00% | +8+4.1% | 加碼 |
| Smartleaf Asset Management LLC | 208 | $7.17 萬 | 0.00% | +23+12.4% | 加碼 |
| Bessemer Group Inc | 214 | $7.20 萬 | 0.00% | −1−0.5% | 減碼 |
| State of Wyoming | 219 | $7.45 萬 | 0.01% | −276−55.8% | 減碼 |
| Covestor Ltd | 222 | $7.50 萬 | 0.04% | −9−3.9% | 減碼 |
| IFP Advisors, Inc | 229 | $7.79 萬 | 0.00% | −224−49.4% | 減碼 |
| Signaturefd, LLC | 231 | $7.86 萬 | 0.00% | +9+4.1% | 加碼 |
| WealthCollab, LLC | 238 | $8.10 萬 | 0.03% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 241 | $8.20 萬 | 0.00% | −2−0.8% | 減碼 |
| True Wealth Design, LLC | 250 | $8.51 萬 | 0.02% | −3−1.2% | 減碼 |
| Torren Management, LLC | 271 | $9.22 萬 | 0.05% | +271 | 新進 |
| DV Trading LLC | 280 | $9.53 萬 | 0.01% | +280 | 新進 |
| CIBC Private Wealth Group, LLC | 287 | $9.77 萬 | 0.00% | −252−46.8% | 減碼 |
| SBI Securities Co., Ltd. | 301 | $10.2 萬 | 0.00% | +300+30,000.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 353 | $12.0 萬 | 0.00% | −95−21.2% | 減碼 |
| Umb Bank N A | 529 | $18.0 萬 | 0.00% | +126+31.3% | 加碼 |
| Central Pacific Bank - Trust Division | 550 | $18.7 萬 | 0.02% | −60−9.8% | 減碼 |
| TD Private Client Wealth LLC | 573 | $19.5 萬 | 0.00% | −4−0.7% | 減碼 |
| waypoint wealth counsel | 590 | $20.1 萬 | 0.07% | −13−2.2% | 減碼 |
| Bridgefront Capital, LLC | 592 | $20.1 萬 | 0.05% | +592 | 新進 |
| Snowden Capital Advisors LLC | 599 | $20.4 萬 | 0.01% | −2−0.3% | 減碼 |
| QRG Capital Management, Inc. | 603 | $20.5 萬 | 0.00% | +603 | 新進 |
| Trust Point Inc. | 621 | $21.1 萬 | 0.02% | −85−12.0% | 減碼 |
| Hohimer Wealth Management, LLC | 623 | $21.2 萬 | 0.03% | +1+0.2% | 加碼 |
| Versant Capital Management, Inc | 623 | $21.2 萬 | 0.03% | +69+12.5% | 加碼 |
| Destination Wealth Management | 627 | $21.3 萬 | 0.01% | −128−17.0% | 減碼 |
| Savant Capital, LLC | 629 | $21.4 萬 | 0.00% | +629 | 新進 |
| Bayforest Capital Ltd | 630 | $21.4 萬 | 0.16% | +630 | 新進 |
| GW Henssler & Associates Ltd | 633 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Mutual Advisors, LLC | 634 | $21.6 萬 | 0.00% | −61−8.8% | 減碼 |
| Hantz Financial Services, Inc. | 636 | $21.6 萬 | 0.00% | +269+73.3% | 加碼 |
| Advyzon Investment Management, LLC | 640 | $21.8 萬 | 0.03% | +640 | 新進 |
| Optas, LLC | 642 | $21.8 萬 | 0.03% | −504−44.0% | 減碼 |
| Rafferty Asset Management, LLC | 650 | $22.1 萬 | 0.00% | −17−2.5% | 減碼 |
| Keystone Financial Services | 652 | $22.2 萬 | 0.07% | −7−1.1% | 減碼 |
| Hamilton Capital Partners Inc. | 668 | $22.7 萬 | 0.01% | −616−48.0% | 減碼 |
| Denali Advisors LLC | 669 | $22.8 萬 | 0.03% | −6−0.9% | 減碼 |
| Resources Investment Advisors, LLC. | 675 | $23.0 萬 | 0.00% | −14−2.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 677 | $23.0 萬 | 0.01% | +677 | 新進 |
| Retirement Guys Formula LLC | 678 | $23.1 萬 | 0.11% | −3−0.4% | 減碼 |
| Argent Trust Co | 687 | $23.4 萬 | 0.01% | +18+2.7% | 加碼 |
| Index Technologies Group LLC | 687 | $23.4 萬 | 0.24% | +687 | 新進 |
| Central Trust Co | 689 | $23.4 萬 | 0.00% | +579+526.4% | 加碼 |
| Cypress Capital, LLC | 694 | $23.6 萬 | 0.07% | +53+8.3% | 加碼 |
| Matauro, LLC | 707 | $24.1 萬 | 0.04% | −51−6.7% | 減碼 |
| Capital Performance Advisors LLP | 716 | $24.3 萬 | 0.02% | +7+1.0% | 加碼 |
| TCG Advisory Services, LLC | 718 | $24.4 萬 | 0.01% | +81+12.7% | 加碼 |
| Crestwood Advisors Group LLC | 725 | $24.7 萬 | 0.00% | +725 | 新進 |
| Caerus Investment Advisors, LLC | 731 | $24.9 萬 | 0.08% | −429−37.0% | 減碼 |
| Kendall Capital Management | 740 | $25.2 萬 | 0.05% | −85−10.3% | 減碼 |
| Ingalls & Snyder LLC | 746 | $25.4 萬 | 0.01% | −43−5.4% | 減碼 |
| Foster & Motley Inc | 748 | $25.5 萬 | 0.01% | −377−33.5% | 減碼 |
| Sym Financial Corp | 759 | $25.8 萬 | 0.03% | +12+1.6% | 加碼 |
| Abel Hall, LLC | 763 | $26.0 萬 | 0.06% | +95+14.2% | 加碼 |
| Jackson Thornton Asset Management, LLC | 697 | $26.1 萬 | 0.02% | −254−26.7% | 減碼 |
| Anb Bank | 769 | $26.2 萬 | 0.10% | −28−3.5% | 減碼 |
| Rothschild Investment LLC | 779 | $26.5 萬 | 0.01% | −193−19.9% | 減碼 |
| Planned Solutions, Inc. | 800 | $27.2 萬 | 0.09% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 800 | $27.2 萬 | 0.01% | +100+14.3% | 加碼 |
| Farther Finance Advisors, LLC | 804 | $27.4 萬 | 0.00% | +398+98.0% | 加碼 |
| Whalen Wealth Management Inc. | 806 | $27.4 萬 | 0.15% | −3,187−79.8% | 減碼 |
| Allworth Financial LP | 811 | $27.6 萬 | 0.00% | +48+6.3% | 加碼 |
| L2 Asset Management, LLC | 821 | $27.9 萬 | 0.04% | +821 | 新進 |
| Greenspring Advisors, LLC | 823 | $28.0 萬 | 0.02% | +823 | 新進 |
| Valeo Financial Advisors, LLC | 825 | $28.1 萬 | 0.01% | −122−12.9% | 減碼 |
| Brown Miller Wealth Management, LLC | 827 | $28.1 萬 | 0.08% | +20+2.5% | 加碼 |
| Park Avenue Securities LLC | 829 | $28.2 萬 | 0.00% | −78−8.6% | 減碼 |
| Profund Advisors LLC | 833 | $28.3 萬 | 0.01% | −70−7.8% | 減碼 |
| Parcion Private Wealth LLC | 837 | $28.5 萬 | 0.02% | +36+4.5% | 加碼 |
| Oppenheimer & Co Inc | 848 | $28.9 萬 | 0.00% | +6+0.7% | 加碼 |
| Investment House LLC | 850 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 857 | $29.2 萬 | 0.00% | +70+8.9% | 加碼 |
| Ronald Blue Trust, Inc. | 868 | $29.5 萬 | 0.00% | −29−3.2% | 減碼 |
| Acadian Asset Management LLC | 870 | $29.6 萬 | 0.00% | −259−22.9% | 減碼 |
| Meeder Advisory Services, Inc. | 872 | $29.7 萬 | 0.01% | +128+17.2% | 加碼 |
| Everence Capital Management Inc | 880 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 888 | $30.2 萬 | 0.01% | −9−1.0% | 減碼 |
| Perigon Wealth Management, LLC | 907 | $30.9 萬 | 0.01% | −24−2.6% | 減碼 |
| PCM Encore, LLC | 910 | $31.0 萬 | 0.07% | +910 | 新進 |
| Inscription Capital, LLC | 921 | $31.3 萬 | 0.03% | −10−1.1% | 減碼 |
| Forum Financial Management, LP | 926 | $31.5 萬 | 0.00% | −1−0.1% | 減碼 |
| Exchange Traded Concepts, LLC | 927 | $31.5 萬 | 0.00% | +927 | 新進 |
| Turtle Creek Wealth Advisors, LLC | 929 | $31.6 萬 | 0.02% | +929 | 新進 |
| CIBC World Markets Inc. | 937 | $31.9 萬 | 0.00% | +38+4.2% | 加碼 |
| Parallel Advisors, LLC | 945 | $32.2 萬 | 0.01% | −372−28.2% | 減碼 |
| Penserra Capital Management LLC | 948 | $32.2 萬 | 0.00% | +948 | 新進 |
| Portside Wealth Group, LLC | 947 | $32.2 萬 | 0.04% | −196−17.1% | 減碼 |
| Horizon Investments, LLC | 947 | $32.2 萬 | 0.00% | +939+11,737.5% | 加碼 |