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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 3,179 | $108.2 萬 | 0.17% | +3,179 | 新進 |
| Atria Investments LLC | 3,146 | $107.0 萬 | 0.01% | +21+0.7% | 加碼 |
| Quest Partners LLC | 3,127 | $106.4 萬 | 0.06% | +2,455+365.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,084 | $104.9 萬 | 0.03% | −163−5.0% | 減碼 |
| Swedbank AB | 3,070 | $104.5 萬 | 0.00% | +70+2.3% | 加碼 |
| PenderFund Capital Management Ltd. | 3,060 | $104.1 萬 | 0.16% | +60+2.0% | 加碼 |
| Zions Bancorporation, National Association | 3,007 | $102.3 萬 | 0.05% | −103−3.3% | 減碼 |
| BNP Paribas | 3,002 | $102.1 萬 | 0.03% | −333−10.0% | 減碼 |
| Intrust Bank NA | 2,968 | $101.0 萬 | 0.08% | +70+2.4% | 加碼 |
| Advisor Group Holdings, Inc. | 2,886 | $98.2 萬 | 0.00% | −372−11.4% | 減碼 |
| Private Client Services, LLC | 2,860 | $97.3 萬 | 0.30% | −2,808−49.5% | 減碼 |
| Intercapital, LLC | 2,850 | $97.0 萬 | 0.51% | +2,850 | 新進 |
| Securian Asset Management, Inc | 2,791 | $95.0 萬 | 0.04% | −100−3.5% | 減碼 |
| HGK Asset Management Inc | 2,757 | $93.8 萬 | 0.14% | −407−12.9% | 減碼 |
| Swiss Life Asset Management Ltd | 2,744 | $93.4 萬 | 0.00% | +965+54.2% | 加碼 |
| Friedenthal Financial | 2,741 | $93.3 萬 | 0.48% | +2,741 | 新進 |
| Federated Hermes, Inc. | 2,729 | $92.9 萬 | 0.00% | −719−20.9% | 減碼 |
| O'Rourke & Company, Inc | 2,729 | $92.8 萬 | 0.36% | −82−2.9% | 減碼 |
| Nisa Investment Advisors, LLC | 2,718 | $92.5 萬 | 0.00% | −696−20.4% | 減碼 |
| Janney Montgomery Scott LLC | 2,710 | $92.2 萬 | 0.00% | +24+0.9% | 加碼 |
| We Are One Seven, LLC | 2,670 | $90.8 萬 | 0.02% | +569+27.1% | 加碼 |
| Vident Advisory, LLC | 2,655 | $90.3 萬 | 0.01% | +22+0.8% | 加碼 |
| MML Investors Services, LLC | 2,618 | $89.1 萬 | 0.00% | −936−26.3% | 減碼 |
| BOK Financial Private Wealth, Inc. | 2,602 | $88.5 萬 | 0.05% | −41−1.6% | 減碼 |
| Pier Capital, LLC | 2,593 | $88.2 萬 | 0.14% | +522+25.2% | 加碼 |
| SG Americas Securities, LLC | 2,584 | $87.9 萬 | 0.00% | +505+24.3% | 加碼 |
| Sierra Summit Advisors LLC | 2,581 | $87.8 萬 | 0.13% | +2,581 | 新進 |
| Prudential Financial Inc | 2,471 | $84.1 萬 | 0.00% | −1,456−37.1% | 減碼 |
| Impact Partnership Wealth, LLC | 2,416 | $82.2 萬 | 0.11% | +2,416 | 新進 |
| Sterling Capital Management LLC | 2,402 | $81.7 萬 | 0.01% | −105−4.2% | 減碼 |
| Equitable Holdings, Inc. | 2,398 | $81.6 萬 | 0.01% | −14−0.6% | 減碼 |
| Inceptionr LLC | 2,391 | $81.4 萬 | 0.23% | +2,391 | 新進 |
| Banque Pictet & Cie SA | 2,357 | $80.2 萬 | 0.01% | −553−19.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,303 | $78.4 萬 | 0.01% | +40+1.8% | 加碼 |
| ExodusPoint Capital Management, LP | 2,237 | $76.1 萬 | 0.01% | +2,237 | 新進 |
| JMN Financial LLC | 2,232 | $75.9 萬 | 0.76% | +2,232 | 新進 |
| HB Wealth Management, LLC | 2,202 | $74.9 萬 | 0.00% | +119+5.7% | 加碼 |
| Kera Capital Partners, Inc. | 2,095 | $74.0 萬 | 0.09% | +394+23.2% | 加碼 |
| Aviance Capital Partners, LLC | 2,128 | $72.4 萬 | 0.08% | 00.0% | 不變 |
| Summit Financial, LLC | 2,053 | $69.8 萬 | 0.01% | −58−2.7% | 減碼 |
| Journey Strategic Wealth LLC | 2,024 | $68.9 萬 | 0.02% | −8−0.4% | 減碼 |
| PDT Partners, LLC | 2,000 | $68.0 萬 | 0.04% | 00.0% | 不變 |
| Utah Retirement Systems | 1,948 | $66.3 萬 | 0.01% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 1,919 | $65.3 萬 | 0.02% | −151−7.3% | 減碼 |
| RSM US Wealth Management LLC | 1,857 | $63.8 萬 | 0.01% | −135−6.8% | 減碼 |
| J2 Capital Management Inc | 1,871 | $63.7 萬 | 0.46% | +1,871 | 新進 |
| Hardy Reed LLC | 1,854 | $63.1 萬 | 0.04% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 1,839 | $62.6 萬 | 0.01% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 1,820 | $61.9 萬 | 0.33% | 00.0% | 不變 |
| Vise Technologies, Inc. | 1,808 | $61.5 萬 | 0.01% | +1,051+138.8% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,807 | $61.5 萬 | 0.18% | −128−6.6% | 減碼 |
| Fieldview Capital Management, LLC | 1,787 | $60.8 萬 | 0.10% | +575+47.4% | 加碼 |
| Commerce Bank | 1,778 | $60.5 萬 | 0.00% | −2−0.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,774 | $60.4 萬 | 0.02% | +58+3.4% | 加碼 |
| Diversify Wealth Management, LLC | 1,648 | $60.3 萬 | 0.03% | −32−1.9% | 減碼 |
| GWM Advisors LLC | 1,740 | $59.2 萬 | 0.00% | +778+80.9% | 加碼 |
| Toronto Dominion Bank | 1,734 | $58.9 萬 | 0.00% | +64+3.8% | 加碼 |
| Empowered Funds, LLC | 1,728 | $58.8 萬 | 0.01% | +598+52.9% | 加碼 |
| Evercore Wealth Management, LLC | 1,720 | $58.5 萬 | 0.01% | 00.0% | 不變 |
| Hanlon Investment Management, Inc. | 1,708 | $58.1 萬 | 0.32% | −112−6.2% | 減碼 |
| Dakota Wealth Management | 1,707 | $58.1 萬 | 0.01% | +54+3.3% | 加碼 |
| Greenleaf Trust | 1,701 | $57.9 萬 | 0.01% | +4+0.2% | 加碼 |
| Jones Financial Companies LLLP | 1,701 | $57.9 萬 | 0.00% | +441+35.0% | 加碼 |
| EP Wealth Advisors, LLC | 1,698 | $57.8 萬 | 0.00% | +1,698 | 新進 |
| Net Worth Advisory Group | 1,652 | $56.2 萬 | 0.11% | +318+23.8% | 加碼 |
| Harbor Investment Advisory, LLC | 1,645 | $56.0 萬 | 0.04% | −30−1.8% | 減碼 |
| Chicago Partners Investment Group LLC | 1,546 | $56.0 萬 | 0.01% | +98+6.8% | 加碼 |
| Precision Wealth Strategies, LLC | 1,561 | $53.1 萬 | 0.17% | −475−23.3% | 減碼 |
| Northwest & Ethical Investments L.P. | 1,532 | $52.6 萬 | 0.01% | −168−9.9% | 減碼 |
| Ritholtz Wealth Management | 1,505 | $51.2 萬 | 0.01% | +229+17.9% | 加碼 |
| Elevated Capital Advisors, LLC | 1,502 | $51.1 萬 | 0.12% | +387+34.7% | 加碼 |
| Callan Family Office, LLC | 1,497 | $50.9 萬 | 0.01% | +38+2.6% | 加碼 |
| Jane Street Group, LLC | 1,496 | $50.9 萬 | 0.00% | −69−4.4% | 減碼 |
| HSBC Holdings PLC | 1,490 | $50.8 萬 | 0.00% | −7,075−82.6% | 減碼 |
| National Asset Management, Inc. | 1,491 | $50.7 萬 | 0.02% | +1,491 | 新進 |
| Keybank National Association | 1,462 | $49.7 萬 | 0.00% | −684−31.9% | 減碼 |
| Wealthspire Advisors, LLC | 1,457 | $49.6 萬 | 0.00% | +543+59.4% | 加碼 |
| Quadrant Capital Group LLC | 1,444 | $49.1 萬 | 0.01% | −13−0.9% | 減碼 |
| Johnson Investment Counsel Inc | 1,441 | $49.0 萬 | 0.00% | +44+3.1% | 加碼 |
| Optimize Financial Inc | 1,436 | $48.9 萬 | 0.25% | +20+1.4% | 加碼 |
| Bond & Devick Financial Network, Inc. | 1,400 | $47.6 萬 | 0.13% | 00.0% | 不變 |
| Fielder Capital Group LLC | 1,395 | $47.5 萬 | 0.10% | +161+13.0% | 加碼 |
| Great Lakes Advisors, LLC | 1,389 | $47.3 萬 | 0.00% | −104−7.0% | 減碼 |
| Ethic Inc. | 1,370 | $46.6 萬 | 0.01% | −89−6.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 1,262 | $46.0 萬 | 0.01% | −73−5.5% | 減碼 |
| Gateway Investment Advisers LLC | 1,326 | $45.1 萬 | 0.00% | +276+26.3% | 加碼 |
| Sivia Capital Partners, LLC | 1,311 | $44.6 萬 | 0.09% | +31+2.4% | 加碼 |
| North Dakota State Investment Board | 1,304 | $44.4 萬 | 0.02% | +1,304 | 新進 |
| Tower Research Capital LLC (TRC) | 1,270 | $43.2 萬 | 0.01% | −59−4.4% | 減碼 |
| Shelton Capital Management | 1,268 | $43.1 萬 | 0.01% | 00.0% | 不變 |
| 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 |
| Camden Capital, LLC | 1,244 | $42.4 萬 | 0.03% | +51+4.3% | 加碼 |
| GAMMA Investing LLC | 1,242 | $42.3 萬 | 0.02% | +193+18.4% | 加碼 |
| First Bank & Trust | 1,235 | $42.0 萬 | 0.07% | −77−5.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,233 | $42.0 萬 | 0.01% | −16−1.3% | 減碼 |
| Cambria Investment Management, L.P. | 1,222 | $41.6 萬 | 0.02% | +578+89.8% | 加碼 |
| Custom Index Systems, LLC | 1,203 | $40.9 萬 | 0.18% | +1,203 | 新進 |
| Massar Capital Management, LP | 1,197 | $40.7 萬 | 0.08% | +1,197 | 新進 |
| CIBC Asset Management Inc | 1,193 | $40.6 萬 | 0.00% | 00.0% | 不變 |