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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 949 | $32.3 萬 | 0.01% | −68−6.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 969 | $33.0 萬 | 0.00% | +76+8.5% | 加碼 |
| Norden Group LLC | 971 | $33.0 萬 | 0.03% | −17−1.7% | 減碼 |
| Narus Financial Partners, LLC | 979 | $33.3 萬 | 0.09% | 00.0% | 不變 |
| Whittier Trust Co | 896 | $33.5 萬 | 0.00% | +99+12.4% | 加碼 |
| Skopos Labs, Inc. | 967 | $33.6 萬 | 0.02% | +191+24.6% | 加碼 |
| Moody Aldrich Partners LLC | 987 | $33.6 萬 | 0.06% | −2−0.2% | 減碼 |
| Warren Averett Asset Management, LLC | 992 | $33.8 萬 | 0.00% | +315+46.5% | 加碼 |
| Courier Capital LLC | 1,000 | $34.0 萬 | 0.02% | 00.0% | 不變 |
| Versor Investments LP | 1,000 | $34.0 萬 | 0.05% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 1,000 | $34.0 萬 | 0.09% | 00.0% | 不變 |
| Wedmont Private Capital | 915 | $34.1 萬 | 0.01% | +35+4.0% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,004 | $34.2 萬 | 0.03% | −15−1.5% | 減碼 |
| Toroso Investments, LLC | 1,011 | $34.4 萬 | 0.00% | +38+3.9% | 加碼 |
| Joel Isaacson & Co., LLC | 1,021 | $34.7 萬 | 0.01% | +261+34.3% | 加碼 |
| Childress Capital Advisors, LLC | 1,027 | $34.9 萬 | 0.06% | +1,027 | 新進 |
| SageView Advisory Group, LLC | 1,036 | $35.3 萬 | 0.01% | −3−0.3% | 減碼 |
| Evoke Wealth, LLC | 1,049 | $35.7 萬 | 0.01% | −32−3.0% | 減碼 |
| Centurion Wealth Management LLC | 1,050 | $35.7 萬 | 0.08% | 00.0% | 不變 |
| Dundas Partners LLP | 1,069 | $36.4 萬 | 0.03% | +152+16.6% | 加碼 |
| Pekin Hardy Strauss, Inc. | 1,070 | $36.4 萬 | 0.03% | −55−4.9% | 減碼 |
| Hilltop Holdings Inc. | 1,077 | $36.6 萬 | 0.02% | −69−6.0% | 減碼 |
| KBC Group NV | 1,085 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 1,091 | $37.1 萬 | 0.03% | +116+11.9% | 加碼 |
| Global Retirement Partners, LLC | 1,105 | $37.6 萬 | 0.01% | +608+122.3% | 加碼 |
| Waddell & Associates, LLC | 1,113 | $37.9 萬 | 0.03% | +55+5.2% | 加碼 |
| Lido Advisors, LLC | 1,121 | $37.9 萬 | 0.00% | +375+50.3% | 加碼 |
| NewEdge Wealth, LLC | 1,117 | $38.0 萬 | 0.00% | −148−11.7% | 減碼 |
| Stephens Inc | 1,136 | $38.7 萬 | 0.00% | +28+2.5% | 加碼 |
| National Bank of Canada | 1,145 | $39.0 萬 | 0.00% | +626+120.6% | 加碼 |
| United Capital Financial Advisers, LLC | 1,151 | $39.2 萬 | 0.00% | +456+65.6% | 加碼 |
| Atomi Financial Group, Inc. | 1,152 | $39.2 萬 | 0.01% | +111+10.7% | 加碼 |
| Belpointe Asset Management LLC | 1,156 | $39.3 萬 | 0.01% | −59−4.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,167 | $39.7 萬 | 0.00% | −177−13.2% | 減碼 |
| Laird Norton Trust Company, LLC | 1,172 | $39.9 萬 | 0.01% | +1,172 | 新進 |
| AE Wealth Management LLC | 1,172 | $39.9 萬 | 0.00% | −459−28.1% | 減碼 |
| CIBC Asset Management Inc | 1,193 | $40.6 萬 | 0.00% | 00.0% | 不變 |
| Massar Capital Management, LP | 1,197 | $40.7 萬 | 0.08% | +1,197 | 新進 |
| Custom Index Systems, LLC | 1,203 | $40.9 萬 | 0.18% | +1,203 | 新進 |
| Cambria Investment Management, L.P. | 1,222 | $41.6 萬 | 0.02% | +578+89.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,233 | $42.0 萬 | 0.01% | −16−1.3% | 減碼 |
| First Bank & Trust | 1,235 | $42.0 萬 | 0.07% | −77−5.9% | 減碼 |
| GAMMA Investing LLC | 1,242 | $42.3 萬 | 0.02% | +193+18.4% | 加碼 |
| Camden Capital, LLC | 1,244 | $42.4 萬 | 0.03% | +51+4.3% | 加碼 |
| Insight Wealth Partners, LLC | 1,254 | $42.7 萬 | 0.18% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 1,254 | $42.7 萬 | 0.03% | +1,254 | 新進 |
| Shelton Capital Management | 1,268 | $43.1 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,270 | $43.2 萬 | 0.01% | −59−4.4% | 減碼 |
| North Dakota State Investment Board | 1,304 | $44.4 萬 | 0.02% | +1,304 | 新進 |
| Sivia Capital Partners, LLC | 1,311 | $44.6 萬 | 0.09% | +31+2.4% | 加碼 |
| Gateway Investment Advisers LLC | 1,326 | $45.1 萬 | 0.00% | +276+26.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 1,262 | $46.0 萬 | 0.01% | −73−5.5% | 減碼 |
| Ethic Inc. | 1,370 | $46.6 萬 | 0.01% | −89−6.1% | 減碼 |
| Great Lakes Advisors, LLC | 1,389 | $47.3 萬 | 0.00% | −104−7.0% | 減碼 |
| Fielder Capital Group LLC | 1,395 | $47.5 萬 | 0.10% | +161+13.0% | 加碼 |
| Bond & Devick Financial Network, Inc. | 1,400 | $47.6 萬 | 0.13% | 00.0% | 不變 |
| Optimize Financial Inc | 1,436 | $48.9 萬 | 0.25% | +20+1.4% | 加碼 |
| Johnson Investment Counsel Inc | 1,441 | $49.0 萬 | 0.00% | +44+3.1% | 加碼 |
| Quadrant Capital Group LLC | 1,444 | $49.1 萬 | 0.01% | −13−0.9% | 減碼 |
| Wealthspire Advisors, LLC | 1,457 | $49.6 萬 | 0.00% | +543+59.4% | 加碼 |
| Keybank National Association | 1,462 | $49.7 萬 | 0.00% | −684−31.9% | 減碼 |
| National Asset Management, Inc. | 1,491 | $50.7 萬 | 0.02% | +1,491 | 新進 |
| HSBC Holdings PLC | 1,490 | $50.8 萬 | 0.00% | −7,075−82.6% | 減碼 |
| Jane Street Group, LLC | 1,496 | $50.9 萬 | 0.00% | −69−4.4% | 減碼 |
| Callan Family Office, LLC | 1,497 | $50.9 萬 | 0.01% | +38+2.6% | 加碼 |
| Elevated Capital Advisors, LLC | 1,502 | $51.1 萬 | 0.12% | +387+34.7% | 加碼 |
| Ritholtz Wealth Management | 1,505 | $51.2 萬 | 0.01% | +229+17.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 1,532 | $52.6 萬 | 0.01% | −168−9.9% | 減碼 |
| Precision Wealth Strategies, LLC | 1,561 | $53.1 萬 | 0.17% | −475−23.3% | 減碼 |
| Chicago Partners Investment Group LLC | 1,546 | $56.0 萬 | 0.01% | +98+6.8% | 加碼 |
| Harbor Investment Advisory, LLC | 1,645 | $56.0 萬 | 0.04% | −30−1.8% | 減碼 |
| Net Worth Advisory Group | 1,652 | $56.2 萬 | 0.11% | +318+23.8% | 加碼 |
| EP Wealth Advisors, LLC | 1,698 | $57.8 萬 | 0.00% | +1,698 | 新進 |
| Jones Financial Companies LLLP | 1,701 | $57.9 萬 | 0.00% | +441+35.0% | 加碼 |
| Greenleaf Trust | 1,701 | $57.9 萬 | 0.01% | +4+0.2% | 加碼 |
| Dakota Wealth Management | 1,707 | $58.1 萬 | 0.01% | +54+3.3% | 加碼 |
| Hanlon Investment Management, Inc. | 1,708 | $58.1 萬 | 0.32% | −112−6.2% | 減碼 |
| Evercore Wealth Management, LLC | 1,720 | $58.5 萬 | 0.01% | 00.0% | 不變 |
| Empowered Funds, LLC | 1,728 | $58.8 萬 | 0.01% | +598+52.9% | 加碼 |
| Toronto Dominion Bank | 1,734 | $58.9 萬 | 0.00% | +64+3.8% | 加碼 |
| GWM Advisors LLC | 1,740 | $59.2 萬 | 0.00% | +778+80.9% | 加碼 |
| Diversify Wealth Management, LLC | 1,648 | $60.3 萬 | 0.03% | −32−1.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,774 | $60.4 萬 | 0.02% | +58+3.4% | 加碼 |
| Commerce Bank | 1,778 | $60.5 萬 | 0.00% | −2−0.1% | 減碼 |
| Fieldview Capital Management, LLC | 1,787 | $60.8 萬 | 0.10% | +575+47.4% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,807 | $61.5 萬 | 0.18% | −128−6.6% | 減碼 |
| Vise Technologies, Inc. | 1,808 | $61.5 萬 | 0.01% | +1,051+138.8% | 加碼 |
| Cetera Trust Company, N.A | 1,820 | $61.9 萬 | 0.33% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 1,839 | $62.6 萬 | 0.01% | 00.0% | 不變 |
| Hardy Reed LLC | 1,854 | $63.1 萬 | 0.04% | 00.0% | 不變 |
| J2 Capital Management Inc | 1,871 | $63.7 萬 | 0.46% | +1,871 | 新進 |
| RSM US Wealth Management LLC | 1,857 | $63.8 萬 | 0.01% | −135−6.8% | 減碼 |
| Savvy Advisors, Inc. | 1,919 | $65.3 萬 | 0.02% | −151−7.3% | 減碼 |
| Utah Retirement Systems | 1,948 | $66.3 萬 | 0.01% | 00.0% | 不變 |
| PDT Partners, LLC | 2,000 | $68.0 萬 | 0.04% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 2,024 | $68.9 萬 | 0.02% | −8−0.4% | 減碼 |
| Summit Financial, LLC | 2,053 | $69.8 萬 | 0.01% | −58−2.7% | 減碼 |
| Aviance Capital Partners, LLC | 2,128 | $72.4 萬 | 0.08% | 00.0% | 不變 |
| Kera Capital Partners, Inc. | 2,095 | $74.0 萬 | 0.09% | +394+23.2% | 加碼 |
| HB Wealth Management, LLC | 2,202 | $74.9 萬 | 0.00% | +119+5.7% | 加碼 |