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 |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | 205,687 | $6,999 萬 | 0.85% | +94,043+84.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 206,557 | $7,028 萬 | 0.08% | +30,565+17.4% | 加碼 |
| Nomura Asset Management International Inc. | 211,742 | $7,205 萬 | 0.11% | +211,742 | 新進 |
| Channing Capital Management, LLC | 219,728 | $7,476 萬 | 1.92% | −46,738−17.5% | 減碼 |
| Primecap Management Co | 220,050 | $7,487 萬 | 0.06% | −4,300−1.9% | 減碼 |
| Junto Capital Management LP | 221,995 | $7,553 萬 | 1.69% | +145,477+190.1% | 加碼 |
| Holocene Advisors, LP | 239,600 | $8,152 萬 | 0.17% | +229,674+2,313.9% | 加碼 |
| Bank of America Corp | 241,610 | $8,221 萬 | 0.01% | −23,306−8.8% | 減碼 |
| Stephens Investment Management Group LLC | 245,062 | $8,338 萬 | 1.09% | −248−0.1% | 減碼 |
| Charles Schwab Investment Management Inc | 267,190 | $9,091 萬 | 0.01% | +4,026+1.5% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 276,075 | $9,393 萬 | 0.32% | −32,326−10.5% | 減碼 |
| Paralel Advisors LLC | 300,000 | $1.02 億 | 3.97% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 319,805 | $1.09 億 | 0.04% | −5,374−1.7% | 減碼 |
| Bank of New York Mellon Corp | 320,103 | $1.09 億 | 0.02% | −36,766−10.3% | 減碼 |
| Northern Trust Corp | 320,435 | $1.09 億 | 0.01% | −13,039−3.9% | 減碼 |
| William Blair Investment Management, LLC | 331,027 | $1.13 億 | 0.31% | −42,121−11.3% | 減碼 |
| UBS Group AG | 351,784 | $1.20 億 | 0.02% | −50,908−12.6% | 減碼 |
| Lord, Abbett & Co. LLC | 381,901 | $1.30 億 | 0.40% | +27,793+7.8% | 加碼 |
| Bahl & Gaynor Inc | 421,568 | $1.43 億 | 0.73% | −22,454−5.1% | 減碼 |
| JPMorgan Chase & Co | 437,506 | $1.49 億 | 0.01% | −80,587−15.6% | 減碼 |
| Goldman Sachs Group Inc | 438,846 | $1.49 億 | 0.02% | +112,353+34.4% | 加碼 |
| Norges Bank | 482,617 | $1.64 億 | 0.02% | +482,617 | 新進 |
| Dimensional Fund Advisors LP | 531,976 | $1.81 億 | 0.04% | +7,679+1.5% | 加碼 |
| Millennium Management LLC | 536,646 | $1.83 億 | 0.13% | +291,575+119.0% | 加碼 |
| Price T Rowe Associates Inc | 617,332 | $2.10 億 | 0.02% | +5,513+0.9% | 加碼 |
| Morgan Stanley | 686,603 | $2.34 億 | 0.01% | +66,527+10.7% | 加碼 |
| Boston Partners | 824,360 | $2.81 億 | 0.29% | −424,613−34.0% | 減碼 |
| AQR Capital Management LLC | 857,965 | $2.92 億 | 0.15% | −109,839−11.3% | 減碼 |
| Geode Capital Management, LLC | 924,900 | $3.15 億 | 0.02% | −15,567−1.7% | 減碼 |
| State Street Corp | 1,159,743 | $3.95 億 | 0.01% | −16,604−1.4% | 減碼 |
| TD Asset Management Inc | 1,214,726 | $4.13 億 | 0.33% | +32,270+2.7% | 加碼 |
| FMR LLC | 1,256,242 | $4.27 億 | 0.02% | +405,800+47.7% | 加碼 |
| Invesco Ltd. | 1,343,826 | $4.57 億 | 0.04% | −9,348−0.7% | 減碼 |
| Wellington Management Group LLP | 1,931,374 | $6.57 億 | 0.12% | −92,146−4.6% | 減碼 |
| BlackRock, Inc. | 3,459,048 | $11.8 億 | 0.02% | +3,478+0.1% | 加碼 |
| Vanguard Group Inc | 3,840,147 | $13.1 億 | 0.02% | −62,041−1.6% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −434,209−100.0% | 清倉 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −160,544−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −66,047−100.0% | 清倉 |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −35,729−100.0% | 清倉 |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −28,938−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −25,565−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −21,931−100.0% | 清倉 |
| Tribune Investment Group LP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −17,171−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,960−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −19,614−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,853−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −10,074−100.0% | 清倉 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −9,900−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −4,200−100.0% | 清倉 |
| Sandler Capital Management | 0 | $0 | 0.00% | −4,088−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,010−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −3,899−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −3,629−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −3,572−100.0% | 清倉 |
| Encompass More Asset Management | 0 | $0 | 0.00% | −3,063−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,600−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −2,080−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,076−100.0% | 清倉 |
| Pitcairn Co | 0 | $0 | 0.00% | −2,038−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,986−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,953−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,827−100.0% | 清倉 |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −1,604−100.0% | 清倉 |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −1,451−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −1,368−100.0% | 清倉 |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −822−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −1,143−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,131−100.0% | 清倉 |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −1,108−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,103−100.0% | 清倉 |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −1,047−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −1,023−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −929−100.0% | 清倉 |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −926−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −909−100.0% | 清倉 |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −867−100.0% | 清倉 |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −715−100.0% | 清倉 |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −701−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −699−100.0% | 清倉 |
| Cooper Financial Group | 0 | $0 | 0.00% | −693−100.0% | 清倉 |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −670−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −663−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −646−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −636−100.0% | 清倉 |
| Adell Harriman & Carpenter Inc | 0 | $0 | 0.00% | −613−100.0% | 清倉 |
| Quantum Financial Advisors, LLC | 0 | $0 | 0.00% | −610−100.0% | 清倉 |
| Old National Bancorp | 0 | $0 | 0.00% | −593−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −334−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −270−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −239−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −84−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Tidemark, LLC | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |