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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 26,063 | $886.8 萬 | 0.01% | +400+1.6% | 加碼 |
| Picton Mahoney Asset Management | 26,134 | $889.2 萬 | 0.10% | −379−1.4% | 減碼 |
| Barclays PLC | 26,187 | $891.0 萬 | 0.00% | −36,931−58.5% | 減碼 |
| Nitorum Capital, L.P. | 26,602 | $905.1 萬 | 2.00% | −1,586−5.6% | 減碼 |
| EFG International AG | 26,821 | $914.6 萬 | 0.18% | +26,821 | 新進 |
| Great West Life Assurance Co | 26,932 | $916.9 萬 | 0.02% | −3,013−10.1% | 減碼 |
| Waratah Capital Advisors Ltd. | 27,010 | $919.0 萬 | 0.70% | +16,109+147.8% | 加碼 |
| Voya Investment Management LLC | 27,560 | $937.7 萬 | 0.01% | −1,389−4.8% | 減碼 |
| CWM, LLC | 27,727 | $943.4 萬 | 0.03% | −5,760−17.2% | 減碼 |
| Granite Investment Partners, LLC | 28,606 | $973.3 萬 | 0.58% | −13,377−31.9% | 減碼 |
| First Trust Advisors LP | 29,139 | $991.5 萬 | 0.01% | +5,347+22.5% | 加碼 |
| Appleton Partners Inc | 30,704 | $1,045 萬 | 0.69% | +66+0.2% | 加碼 |
| Castleark Management LLC | 32,046 | $1,090 萬 | 0.32% | +960+3.1% | 加碼 |
| Cinctive Capital Management LP | 32,661 | $1,111 萬 | 0.64% | +8,054+32.7% | 加碼 |
| Royal Bank of Canada | 33,064 | $1,125 萬 | 0.00% | −18,954−36.4% | 減碼 |
| Verdence Capital Advisors LLC | 33,157 | $1,128 萬 | 0.67% | +341+1.0% | 加碼 |
| Van Eck Associates Corp | 34,698 | $1,181 萬 | 0.01% | +5,635+19.4% | 加碼 |
| Glenmede Trust Co NA | 35,214 | $1,198 萬 | 0.06% | +35,214 | 新進 |
| Natixis Advisors, L.P. | 35,380 | $1,204 萬 | 0.02% | −897−2.5% | 減碼 |
| Public Employees Retirement System of Ohio | 36,081 | $1,228 萬 | 0.04% | +1,235+3.5% | 加碼 |
| California State Teachers Retirement System | 36,523 | $1,243 萬 | 0.01% | +241+0.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 36,668 | $1,248 萬 | 0.02% | −470−1.3% | 減碼 |
| Stifel Financial Corp | 36,865 | $1,254 萬 | 0.01% | +1,875+5.4% | 加碼 |
| Leeward Investments, LLC - MA | 37,395 | $1,272 萬 | 0.64% | −2,163−5.5% | 減碼 |
| Frontier Capital Management Co LLC | 37,427 | $1,273 萬 | 0.14% | −8,436−18.4% | 減碼 |
| Bokf, NA | 37,531 | $1,277 萬 | 0.20% | −3,117−7.7% | 減碼 |
| Engineers Gate Manager LP | 38,605 | $1,314 萬 | 0.16% | +38,605 | 新進 |
| Morse Asset Management, Inc | 38,674 | $1,316 萬 | 2.63% | +64+0.2% | 加碼 |
| Jackson Wealth Management, LLC | 40,105 | $1,365 萬 | 1.33% | +647+1.6% | 加碼 |
| Cresset Asset Management, LLC | 40,710 | $1,385 萬 | 0.06% | −70−0.2% | 減碼 |
| Peregrine Capital Management LLC | 40,846 | $1,390 萬 | 0.43% | +3,756+10.1% | 加碼 |
| Allianz Asset Management GmbH | 40,939 | $1,393 萬 | 0.02% | −7,393−15.3% | 減碼 |
| Polar Asset Management Partners Inc. | 42,600 | $1,449 萬 | 0.29% | +42,600 | 新進 |
| Man Group plc | 44,219 | $1,505 萬 | 0.03% | −12,805−22.5% | 減碼 |
| Balyasny Asset Management LLC | 46,106 | $1,569 萬 | 0.03% | −126,770−73.3% | 減碼 |
| Freestone Grove Partners LP | 46,776 | $1,592 萬 | 0.12% | +19,464+71.3% | 加碼 |
| Wells Fargo & Company | 46,842 | $1,594 萬 | 0.00% | −3,143−6.3% | 減碼 |
| Thames Capital Management LLC | 46,881 | $1,595 萬 | 2.32% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 56,034 | $1,634 萬 | 0.06% | −230.0% | 減碼 |
| New York State Teachers Retirement System | 48,162 | $1,639 萬 | 0.03% | +1,843+4.0% | 加碼 |
| Cerity Partners LLC | 48,943 | $1,665 萬 | 0.02% | −1,122−2.2% | 減碼 |
| Marsico Capital Management LLC | 50,839 | $1,730 萬 | 0.48% | 00.0% | 不變 |
| Empire Life Investments Inc. | 52,341 | $1,781 萬 | 1.00% | −11,043−17.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 53,638 | $1,825 萬 | 0.09% | +46,381+639.1% | 加碼 |
| Epoch Investment Partners, Inc. | 53,907 | $1,834 萬 | 0.10% | −2,861−5.0% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 54,206 | $1,844 萬 | 0.28% | 00.0% | 不變 |
| Ameriprise Financial Inc | 54,755 | $1,863 萬 | 0.00% | −396−0.7% | 減碼 |
| STRS Ohio | 54,883 | $1,867 萬 | 0.07% | +20.0% | 加碼 |
| CCM Investment Advisers LLC | 55,862 | $1,901 萬 | 1.82% | +50+0.1% | 加碼 |
| GW&K Investment Management, LLC | 55,999 | $1,905 萬 | 0.16% | −56−0.1% | 減碼 |
| Treasurer of the State of North Carolina | 58,135 | $1,978 萬 | 0.06% | −1,216−2.0% | 減碼 |
| Cookson Peirce & Co Inc | 58,286 | $1,983 萬 | 0.82% | −1,008−1.7% | 減碼 |
| Legal & General Group Plc | 59,865 | $2,037 萬 | 0.00% | −8,528−12.5% | 減碼 |
| Agf Management Ltd | 59,927 | $2,039 萬 | 0.09% | +10,291+20.7% | 加碼 |
| Alliancebernstein L.P. | 61,399 | $2,089 萬 | 0.01% | +780+1.3% | 加碼 |
| SEI Investments Co | 61,435 | $2,090 萬 | 0.02% | −13,995−18.6% | 減碼 |
| State of Wisconsin Investment Board | 63,495 | $2,160 萬 | 0.05% | −6,676−9.5% | 減碼 |
| Envestnet Asset Management Inc | 65,295 | $2,222 萬 | 0.01% | −4,026−5.8% | 減碼 |
| Jain Global LLC | 66,650 | $2,268 萬 | 0.22% | +66,650 | 新進 |
| Basswood Capital Management, L.L.C. | 69,797 | $2,375 萬 | 1.05% | 00.0% | 不變 |
| California Public Employees Retirement System | 70,164 | $2,387 萬 | 0.01% | +1,805+2.6% | 加碼 |
| New York State Common Retirement Fund | 71,128 | $2,420 萬 | 0.03% | −11,267−13.7% | 減碼 |
| Interval Partners, LP | 71,385 | $2,429 萬 | 0.57% | +71,385 | 新進 |
| Westwood Holdings Group Inc. | 72,439 | $2,465 萬 | 0.20% | −576−0.8% | 減碼 |
| Nuveen, LLC | 73,392 | $2,497 萬 | 0.01% | −14,712−16.7% | 減碼 |
| Ieq Capital, LLC | 74,051 | $2,520 萬 | 0.08% | −2,871−3.7% | 減碼 |
| Swiss National Bank | 76,080 | $2,589 萬 | 0.02% | +1,080+1.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 78,805 | $2,681 萬 | 0.14% | +1,723+2.2% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 82,902 | $2,821 萬 | 1.82% | −27,673−25.0% | 減碼 |
| Principal Financial Group Inc | 84,479 | $2,874 萬 | 0.01% | −3,628−4.1% | 減碼 |
| UBS Asset Management Americas Inc | 84,859 | $2,887 萬 | 0.01% | −9,450−10.0% | 減碼 |
| Canada Pension Plan Investment Board | 86,520 | $2,944 萬 | 0.02% | +10,313+13.5% | 加碼 |
| Driehaus Capital Management LLC | 86,785 | $2,953 萬 | 0.20% | +49,805+134.7% | 加碼 |
| Citadel Advisors LLC | 88,142 | $2,999 萬 | 0.02% | +88,142 | 新進 |
| Janus Henderson Group PLC | 93,055 | $3,168 萬 | 0.01% | +23,199+33.2% | 加碼 |
| Walleye Capital LLC | 94,506 | $3,216 萬 | 0.18% | +966+1.0% | 加碼 |
| Royce & Associates LP | 95,948 | $3,265 萬 | 0.33% | −27,385−22.2% | 減碼 |
| Rhumbline Advisers | 98,631 | $3,356 萬 | 0.03% | −870−0.9% | 減碼 |
| Retirement Systems of Alabama | 99,592 | $3,389 萬 | 0.11% | −247−0.2% | 減碼 |
| Ceredex Value Advisors LLC | 100,310 | $3,413 萬 | 1.03% | +26,885+36.6% | 加碼 |
| Covea Finance | 103,900 | $3,535 萬 | 1.16% | +49,100+89.6% | 加碼 |
| ProShare Advisors LLC | 104,670 | $3,561 萬 | 0.06% | −12,196−10.4% | 減碼 |
| WCM Investment Management, LLC | 103,822 | $3,568 萬 | 0.07% | −6,018−5.5% | 減碼 |
| Bridgewater Associates, LP | 108,425 | $3,689 萬 | 0.13% | +37,142+52.1% | 加碼 |
| Braun Stacey Associates Inc | 110,391 | $3,756 萬 | 1.22% | +1,408+1.3% | 加碼 |
| American Century Companies Inc | 111,164 | $3,782 萬 | 0.02% | +59,902+116.9% | 加碼 |
| Quantinno Capital Management LP | 113,479 | $3,861 萬 | 0.08% | +1,901+1.7% | 加碼 |
| Azora Capital LP | 118,110 | $4,019 萬 | 2.53% | −10,844−8.4% | 減碼 |
| Global Alpha Capital Management Ltd. | 119,657 | $4,071 萬 | 2.48% | −42,778−26.3% | 減碼 |
| Tremblant Capital Group | 145,646 | $4,956 萬 | 1.26% | +130,737+876.9% | 加碼 |
| Raymond James Financial Inc | 146,679 | $4,991 萬 | 0.02% | −50,565−25.6% | 減碼 |
| Franklin Resources Inc | 152,595 | $5,192 萬 | 0.01% | −1,442−0.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 162,112 | $5,516 萬 | 0.05% | −7,973−4.7% | 減碼 |
| Capital International Investors | 166,790 | $5,675 萬 | 0.01% | −437,977−72.4% | 減碼 |
| TimesSquare Capital Management, LLC | 168,674 | $5,739 萬 | 0.86% | +19,988+13.4% | 加碼 |
| Schroder Investment Management Group | 168,340 | $5,785 萬 | 0.04% | −11,969−6.6% | 減碼 |
| Rockefeller Capital Management L.P. | 175,092 | $5,958 萬 | 0.11% | +74,043+73.3% | 加碼 |
| Neuberger Berman Group LLC | 180,304 | $6,135 萬 | 0.05% | +115,719+179.2% | 加碼 |
| Victory Capital Management Inc | 190,986 | $6,498 萬 | 0.04% | −21,062−9.9% | 減碼 |
| Macquarie Group Ltd | 200,496 | $6,822 萬 | 0.30% | −9,985−4.7% | 減碼 |