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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 7,040 | $239.5 萬 | 0.00% | −314−4.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,088 | $241.2 萬 | 0.07% | −147−2.0% | 減碼 |
| Monument Capital Management | 7,114 | $242.1 萬 | 0.60% | +176+2.5% | 加碼 |
| Landscape Capital Management, L.L.C. | 7,202 | $245.0 萬 | 0.16% | −4,640−39.2% | 減碼 |
| Hancock Whitney Corp | 7,205 | $245.2 萬 | 0.04% | +40+0.6% | 加碼 |
| Bank of Montreal | 7,320 | $249.1 萬 | 0.00% | −16,743−69.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 7,415 | $252.3 萬 | 0.01% | −882−10.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 7,484 | $254.6 萬 | 0.00% | +7,484 | 新進 |
| Oregon Public Employees Retirement Fund | 7,759 | $264.0 萬 | 0.03% | +27+0.3% | 加碼 |
| Legato Capital Management LLC | 7,768 | $264.3 萬 | 0.23% | +1,897+32.3% | 加碼 |
| Hager Investment Management Services, LLC | 7,787 | $265.0 萬 | 1.44% | +91+1.2% | 加碼 |
| Credit Agricole S A | 7,996 | $272.1 萬 | 0.01% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 8,000 | $272.2 萬 | 0.08% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 8,050 | $273.9 萬 | 0.00% | −785−8.9% | 減碼 |
| James Investment Research Inc | 8,184 | $278.5 萬 | 0.30% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 8,214 | $279.5 萬 | 0.00% | −2,980−26.6% | 減碼 |
| DGS Capital Management, LLC | 8,267 | $281.3 萬 | 0.48% | +927+12.6% | 加碼 |
| Jefferies Financial Group Inc. | 8,277 | $281.6 萬 | 0.02% | +7,405+849.2% | 加碼 |
| CWM Advisors, LLC | 8,309 | $282.7 萬 | 0.25% | +1,016+13.9% | 加碼 |
| Consolidated Planning Corp | 8,325 | $283.3 萬 | 0.29% | +786+10.4% | 加碼 |
| Mercer Global Advisors Inc | 8,387 | $285.4 萬 | 0.00% | −722−7.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,417 | $286.4 萬 | 0.02% | −1,224−12.7% | 減碼 |
| KLP Kapitalforvaltning AS | 8,460 | $287.9 萬 | 0.01% | +360+4.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,653 | $294.4 萬 | 0.03% | +49+0.6% | 加碼 |
| Essex Investment Management Co LLC | 8,769 | $298.4 萬 | 0.45% | −189−2.1% | 減碼 |
| Truist Financial Corp | 8,930 | $303.8 萬 | 0.00% | −939−9.5% | 減碼 |
| Advisors Asset Management, Inc. | 9,065 | $308.4 萬 | 0.05% | +2,396+35.9% | 加碼 |
| Verition Fund Management LLC | 9,100 | $309.6 萬 | 0.02% | −6,712−42.4% | 減碼 |
| State of Michigan Retirement System | 9,105 | $309.8 萬 | 0.02% | −100−1.1% | 減碼 |
| Two Sigma Investments, LP | 9,111 | $310.0 萬 | 0.00% | −15,130−62.4% | 減碼 |
| Fifth Third Bancorp | 9,227 | $313.9 萬 | 0.01% | −21−0.2% | 減碼 |
| Eagle Rock Investment Company, LLC | 9,268 | $315.3 萬 | 0.44% | 00.0% | 不變 |
| Citigroup Inc | 9,399 | $319.8 萬 | 0.00% | −3,146−25.1% | 減碼 |
| Walleye Trading LLC | 9,474 | $322.4 萬 | 0.05% | +8,316+718.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,679 | $329.3 萬 | 0.02% | −227−2.3% | 減碼 |
| Lighthouse Investment Partners, LLC | 9,788 | $333.0 萬 | 0.11% | −13,176−57.4% | 減碼 |
| Campbell Newman Asset Management Inc | 9,854 | $335.3 萬 | 0.25% | −373−3.6% | 減碼 |
| Algert Global LLC | 10,099 | $343.6 萬 | 0.05% | +4,340+75.4% | 加碼 |
| F/M Investments LLC | 10,253 | $348.9 萬 | 0.13% | −238−2.3% | 減碼 |
| Amundi | 10,367 | $352.7 萬 | 0.00% | +583+6.0% | 加碼 |
| Kingsview Wealth Management, LLC | 10,572 | $359.7 萬 | 0.05% | +9,973+1,664.9% | 加碼 |
| Handelsbanken Fonder AB | 10,657 | $362.6 萬 | 0.01% | +1,520+16.6% | 加碼 |
| Louisiana State Employees Retirement System | 10,700 | $364.1 萬 | 0.06% | 00.0% | 不變 |
| CI Private Wealth, LLC | 10,733 | $365.2 萬 | 0.00% | +1,081+11.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 10,736 | $365.3 萬 | 0.03% | 00.0% | 不變 |
| Arizona State Retirement System | 10,741 | $365.5 萬 | 0.02% | −698−6.1% | 減碼 |
| Bridge City Capital, LLC | 10,832 | $368.6 萬 | 1.08% | −1,731−13.8% | 減碼 |
| Teacher Retirement System of Texas | 10,877 | $370.1 萬 | 0.01% | −3,162−22.5% | 減碼 |
| Trexquant Investment LP | 10,887 | $370.4 萬 | 0.03% | +10,887 | 新進 |
| Captrust Financial Advisors | 11,357 | $386.4 萬 | 0.01% | −119−1.0% | 減碼 |
| Rocky Mountain Advisers, LLC | 11,525 | $392.1 萬 | 1.13% | 00.0% | 不變 |
| JustInvest LLC | 11,932 | $406.0 萬 | 0.04% | +450+3.9% | 加碼 |
| US Bancorp | 11,993 | $408.1 萬 | 0.00% | +75+0.6% | 加碼 |
| Brinker Capital Investments, LLC | 12,271 | $417.5 萬 | 0.03% | −354−2.8% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,487 | $424.9 萬 | 0.01% | −7,531−37.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 12,554 | $427.1 萬 | 0.02% | −220−1.7% | 減碼 |
| Nomura Asset Management Co Ltd | 12,570 | $427.7 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 12,830 | $436.6 萬 | 0.02% | −542−4.1% | 減碼 |
| Guggenheim Capital LLC | 12,889 | $438.5 萬 | 0.03% | −798−5.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,896 | $438.8 萬 | 0.01% | +921+7.7% | 加碼 |
| Triasima Portfolio Management inc. | 13,096 | $445.6 萬 | 0.67% | +3,668+38.9% | 加碼 |
| Blair William & Co | 13,118 | $446.3 萬 | 0.01% | +181+1.4% | 加碼 |
| Yousif Capital Management, LLC | 12,301 | $450.8 萬 | 0.05% | −210−1.7% | 減碼 |
| TD Waterhouse Canada Inc. | 13,508 | $459.8 萬 | 0.03% | +979+7.8% | 加碼 |
| Renaissance Technologies LLC | 13,600 | $462.7 萬 | 0.01% | +5,100+60.0% | 加碼 |
| Deutsche Bank AG | 13,680 | $465.5 萬 | 0.00% | +4,232+44.8% | 加碼 |
| Dorsey Wright & Associates | 12,467 | $476.4 萬 | 1.03% | −776−5.9% | 減碼 |
| Bridges Investment Management Inc | 14,207 | $483.4 萬 | 0.06% | +702+5.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 14,438 | $491.3 萬 | 0.41% | +13,411+1,305.8% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 14,450 | $491.7 萬 | 0.88% | +8,270+133.8% | 加碼 |
| Creative Planning | 14,471 | $492.4 萬 | 0.00% | −944−6.1% | 減碼 |
| Harbor Advisors LLC | 15,000 | $510.4 萬 | 0.77% | 00.0% | 不變 |
| Alps Advisors Inc | 15,226 | $518.1 萬 | 0.03% | −861−5.4% | 減碼 |
| State of Tennessee, Treasury Department | 14,734 | $520.5 萬 | 0.02% | +369+2.6% | 加碼 |
| Centric Wealth Management | 14,840 | $526.3 萬 | 1.11% | −507−3.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 15,578 | $530.0 萬 | 0.04% | −740−4.5% | 減碼 |
| Mutual of America Capital Management LLC | 16,097 | $547.7 萬 | 0.06% | −1,728−9.7% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 16,137 | $549.1 萬 | 0.51% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 14,959 | $560.7 萬 | 0.01% | +32+0.2% | 加碼 |
| Advisory Services Network, LLC | 16,495 | $561.2 萬 | 0.08% | +713+4.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 16,577 | $564.0 萬 | 0.03% | +1,538+10.2% | 加碼 |
| Amalgamated Bank | 17,363 | $590.8 萬 | 0.04% | −548−3.1% | 減碼 |
| Zacks Investment Management | 18,124 | $616.7 萬 | 0.05% | −4,183−18.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $620.0 萬 | 0.05% | 00.0% | 不變 |
| MetLife Investment Management | 18,869 | $642.0 萬 | 0.03% | −942−4.8% | 減碼 |
| Two Sigma Advisers, LP | 19,000 | $646.5 萬 | 0.01% | −39,100−67.3% | 減碼 |
| Syon Capital LLC | 19,508 | $663.8 萬 | 0.33% | −8,514−30.4% | 減碼 |
| Mariner, LLC | 20,350 | $693.3 萬 | 0.01% | +1,793+9.7% | 加碼 |
| Axxcess Wealth Management, LLC | 20,642 | $702.3 萬 | 0.13% | +447+2.2% | 加碼 |
| Gotham Asset Management, LLC | 20,788 | $707.3 萬 | 0.03% | −60.0% | 減碼 |
| BW Gestao de Investimentos Ltda. | 21,512 | $731.9 萬 | 0.26% | +21,512 | 新進 |
| Pinnacle Associates Ltd | 21,634 | $736.1 萬 | 0.09% | −71−0.3% | 減碼 |
| Advisors Capital Management, LLC | 21,965 | $747.4 萬 | 0.09% | −179−0.8% | 減碼 |
| Prana Capital Management, LP | 22,049 | $750.2 萬 | 0.27% | −367−1.6% | 減碼 |
| LPL Financial LLC | 23,187 | $789.0 萬 | 0.00% | +994+4.5% | 加碼 |
| Thrivent Financial for Lutherans | 23,194 | $789.2 萬 | 0.01% | +1,775+8.3% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 24,195 | $823.2 萬 | 0.40% | −800−3.2% | 減碼 |
| Sarasin & Partners LLP | 25,000 | $850.6 萬 | 0.09% | 00.0% | 不變 |
| Peregrine Investment Management Inc | 25,110 | $854.4 萬 | 5.31% | −1,050−4.0% | 減碼 |
| Russell Investments Group, Ltd. | 25,673 | $873.8 萬 | 0.01% | −23,497−47.8% | 減碼 |