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 |
|---|---|---|---|---|---|
| JMN Financial LLC | 2,232 | $75.9 萬 | 0.76% | +2,232 | 新進 |
| ExodusPoint Capital Management, LP | 2,237 | $76.1 萬 | 0.01% | +2,237 | 新進 |
| Crossmark Global Holdings, Inc. | 2,303 | $78.4 萬 | 0.01% | +40+1.8% | 加碼 |
| Banque Pictet & Cie SA | 2,357 | $80.2 萬 | 0.01% | −553−19.0% | 減碼 |
| Inceptionr LLC | 2,391 | $81.4 萬 | 0.23% | +2,391 | 新進 |
| Equitable Holdings, Inc. | 2,398 | $81.6 萬 | 0.01% | −14−0.6% | 減碼 |
| Sterling Capital Management LLC | 2,402 | $81.7 萬 | 0.01% | −105−4.2% | 減碼 |
| Impact Partnership Wealth, LLC | 2,416 | $82.2 萬 | 0.11% | +2,416 | 新進 |
| Prudential Financial Inc | 2,471 | $84.1 萬 | 0.00% | −1,456−37.1% | 減碼 |
| Sierra Summit Advisors LLC | 2,581 | $87.8 萬 | 0.13% | +2,581 | 新進 |
| SG Americas Securities, LLC | 2,584 | $87.9 萬 | 0.00% | +505+24.3% | 加碼 |
| Pier Capital, LLC | 2,593 | $88.2 萬 | 0.14% | +522+25.2% | 加碼 |
| BOK Financial Private Wealth, Inc. | 2,602 | $88.5 萬 | 0.05% | −41−1.6% | 減碼 |
| MML Investors Services, LLC | 2,618 | $89.1 萬 | 0.00% | −936−26.3% | 減碼 |
| Vident Advisory, LLC | 2,655 | $90.3 萬 | 0.01% | +22+0.8% | 加碼 |
| We Are One Seven, LLC | 2,670 | $90.8 萬 | 0.02% | +569+27.1% | 加碼 |
| Janney Montgomery Scott LLC | 2,710 | $92.2 萬 | 0.00% | +24+0.9% | 加碼 |
| Nisa Investment Advisors, LLC | 2,718 | $92.5 萬 | 0.00% | −696−20.4% | 減碼 |
| O'Rourke & Company, Inc | 2,729 | $92.8 萬 | 0.36% | −82−2.9% | 減碼 |
| Federated Hermes, Inc. | 2,729 | $92.9 萬 | 0.00% | −719−20.9% | 減碼 |
| Friedenthal Financial | 2,741 | $93.3 萬 | 0.48% | +2,741 | 新進 |
| Swiss Life Asset Management Ltd | 2,744 | $93.4 萬 | 0.00% | +965+54.2% | 加碼 |
| HGK Asset Management Inc | 2,757 | $93.8 萬 | 0.14% | −407−12.9% | 減碼 |
| Securian Asset Management, Inc | 2,791 | $95.0 萬 | 0.04% | −100−3.5% | 減碼 |
| Intercapital, LLC | 2,850 | $97.0 萬 | 0.51% | +2,850 | 新進 |
| Private Client Services, LLC | 2,860 | $97.3 萬 | 0.30% | −2,808−49.5% | 減碼 |
| Advisor Group Holdings, Inc. | 2,886 | $98.2 萬 | 0.00% | −372−11.4% | 減碼 |
| Intrust Bank NA | 2,968 | $101.0 萬 | 0.08% | +70+2.4% | 加碼 |
| BNP Paribas | 3,002 | $102.1 萬 | 0.03% | −333−10.0% | 減碼 |
| Zions Bancorporation, National Association | 3,007 | $102.3 萬 | 0.05% | −103−3.3% | 減碼 |
| PenderFund Capital Management Ltd. | 3,060 | $104.1 萬 | 0.16% | +60+2.0% | 加碼 |
| Swedbank AB | 3,070 | $104.5 萬 | 0.00% | +70+2.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,084 | $104.9 萬 | 0.03% | −163−5.0% | 減碼 |
| Quest Partners LLC | 3,127 | $106.4 萬 | 0.06% | +2,455+365.3% | 加碼 |
| Atria Investments LLC | 3,146 | $107.0 萬 | 0.01% | +21+0.7% | 加碼 |
| Fox Run Management, L.L.C. | 3,179 | $108.2 萬 | 0.17% | +3,179 | 新進 |
| Baird Financial Group, Inc. | 3,181 | $108.2 萬 | 0.00% | −83−2.5% | 減碼 |
| Legend Financial Advisors, Inc. | 3,217 | $109.5 萬 | 0.66% | −29−0.9% | 減碼 |
| Coldstream Capital Management Inc | 3,237 | $110.1 萬 | 0.01% | +220+7.3% | 加碼 |
| Aviva PLC | 3,255 | $110.8 萬 | 0.00% | +1,812+125.6% | 加碼 |
| Illinois Municipal Retirement Fund | 3,263 | $111.0 萬 | 0.01% | −1,325−28.9% | 減碼 |
| Commonwealth Equity Services, LLC | 3,275 | $111.4 萬 | 0.00% | −94−2.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 3,178 | $111.6 萬 | 0.00% | −669−17.4% | 減碼 |
| Krilogy Financial LLC | 3,119 | $113.5 萬 | 0.04% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 3,350 | $114.0 萬 | 0.45% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 3,381 | $115.0 萬 | 0.01% | −62−1.8% | 減碼 |
| QSV Equity Investors LLC | 3,401 | $115.7 萬 | 1.71% | −1,693−33.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,441 | $117.1 萬 | 0.00% | −43−1.2% | 減碼 |
| Isthmus Partners, LLC | 3,465 | $117.9 萬 | 0.13% | +3,465 | 新進 |
| Xponance, Inc. | 3,504 | $119.2 萬 | 0.01% | −714−16.9% | 減碼 |
| Martingale Asset Management L P | 3,520 | $119.8 萬 | 0.03% | −265−7.0% | 減碼 |
| M&T Bank Corp | 3,552 | $120.9 萬 | 0.00% | +2,466+227.1% | 加碼 |
| Buckhead Capital Management LLC | 3,555 | $121.0 萬 | 0.43% | −852−19.3% | 減碼 |
| Qube Research & Technologies Ltd | 3,573 | $121.6 萬 | 0.00% | +3,573 | 新進 |
| Trivant Custom Portfolio Group, LLC | 3,607 | $122.7 萬 | 0.71% | +14+0.4% | 加碼 |
| Runnymede Capital Advisors, Inc. | 3,607 | $122.7 萬 | 0.71% | +3,607 | 新進 |
| Merit Financial Group, LLC | 3,749 | $127.6 萬 | 0.01% | +22+0.6% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,806 | $129.5 萬 | 0.32% | −7−0.2% | 減碼 |
| State of Alaska, Department of Revenue | 3,848 | $130.9 萬 | 0.01% | −320−7.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 3,882 | $132.1 萬 | 0.00% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 3,887 | $132.3 萬 | 0.25% | +212+5.8% | 加碼 |
| Buckingham Strategic Partners | 3,939 | $134.0 萬 | 0.02% | +271+7.4% | 加碼 |
| Essential Partners LLC | 3,963 | $134.8 萬 | 0.42% | −345−8.0% | 減碼 |
| First Eagle Investment Management, LLC | 4,101 | $139.5 萬 | 0.00% | +11+0.3% | 加碼 |
| Nicholas Investment Partners, LP | 4,108 | $139.8 萬 | 0.10% | 00.0% | 不變 |
| Symmetry Investments LP | 4,280 | $145.6 萬 | 0.27% | +4,280 | 新進 |
| Freedom Day Solutions, LLC | 4,321 | $147.0 萬 | 0.40% | +89+2.1% | 加碼 |
| Cornerstone Investment Partners, LLC | 4,401 | $149.7 萬 | 0.06% | −9−0.2% | 減碼 |
| Vestcor Inc | 4,586 | $156.0 萬 | 0.04% | +3,957+629.1% | 加碼 |
| Pacer Advisors, Inc. | 4,631 | $157.6 萬 | 0.00% | −500−9.7% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 4,663 | $158.7 萬 | 0.09% | +4,663 | 新進 |
| Summit Place Financial Advisors, LLC | 4,729 | $160.9 萬 | 0.78% | −245−4.9% | 減碼 |
| Nations Financial Group Inc, | 4,760 | $162.0 萬 | 0.09% | +26+0.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 4,774 | $162.4 萬 | 0.00% | −7,666−61.6% | 減碼 |
| Angeles Wealth Management, LLC | 4,813 | $163.8 萬 | 0.09% | 00.0% | 不變 |
| Sit Investment Associates Inc | 4,865 | $165.5 萬 | 0.03% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 5,025 | $171.0 萬 | 0.04% | −75−1.5% | 減碼 |
| HRT Financial LP | 5,342 | $181.7 萬 | 0.01% | +5,342 | 新進 |
| Croban | 5,375 | $182.9 萬 | 0.88% | +21+0.4% | 加碼 |
| MAI Capital Management | 5,484 | $186.6 萬 | 0.01% | −45−0.8% | 減碼 |
| Intech Investment Management LLC | 5,556 | $189.0 萬 | 0.02% | +758+15.8% | 加碼 |
| New Age Alpha Advisors, LLC | 5,615 | $191.1 萬 | 0.08% | −1,936−25.6% | 減碼 |
| Valley National Advisers Inc | 5,633 | $191.6 萬 | 0.27% | −24−0.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 5,749 | $195.6 萬 | 0.03% | +3,090+116.2% | 加碼 |
| Pictet Asset Management Holding SA | 5,863 | $199.5 萬 | 0.00% | +328+5.9% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 6,000 | $204.2 萬 | 0.09% | +6,000 | 新進 |
| Susquehanna International Group, LLP | 6,066 | $206.4 萬 | 0.00% | +6,066 | 新進 |
| BancorpSouth Bank | 6,168 | $209.9 萬 | 0.12% | +224+3.8% | 加碼 |
| Sargent Investment Group, LLC | 6,173 | $210.0 萬 | 0.26% | −831−11.9% | 減碼 |
| Dana Investment Advisors, Inc. | 6,204 | $211.1 萬 | 0.06% | −298−4.6% | 減碼 |
| Ensign Peak Advisors, Inc | 6,258 | $212.9 萬 | 0.00% | −4,784−43.3% | 減碼 |
| SummitTX Capital, L.P. | 6,413 | $218.2 萬 | 0.07% | +6,413 | 新進 |
| Radnor Capital Management, LLC | 6,450 | $219.5 萬 | 0.33% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 6,574 | $223.7 萬 | 0.04% | +706+12.0% | 加碼 |
| HighTower Advisors, LLC | 6,655 | $226.4 萬 | 0.00% | +187+2.9% | 加碼 |
| Princeton Capital Management LLC | 6,683 | $227.4 萬 | 0.59% | +275+4.3% | 加碼 |
| Pallas Capital Advisors LLC | 6,690 | $227.6 萬 | 0.08% | +104+1.6% | 加碼 |
| South Dakota Investment Council | 6,817 | $231.9 萬 | 0.04% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 6,908 | $235.0 萬 | 0.18% | −137−1.9% | 減碼 |
| Pathstone Holdings, LLC | 6,919 | $235.4 萬 | 0.01% | −816−10.5% | 減碼 |