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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 1,172 | $39.9 萬 | 0.00% | −459−28.1% | 減碼 |
| Laird Norton Trust Company, LLC | 1,172 | $39.9 萬 | 0.01% | +1,172 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 1,167 | $39.7 萬 | 0.00% | −177−13.2% | 減碼 |
| Belpointe Asset Management LLC | 1,156 | $39.3 萬 | 0.01% | −59−4.9% | 減碼 |
| Atomi Financial Group, Inc. | 1,152 | $39.2 萬 | 0.01% | +111+10.7% | 加碼 |
| United Capital Financial Advisers, LLC | 1,151 | $39.2 萬 | 0.00% | +456+65.6% | 加碼 |
| National Bank of Canada | 1,145 | $39.0 萬 | 0.00% | +626+120.6% | 加碼 |
| Stephens Inc | 1,136 | $38.7 萬 | 0.00% | +28+2.5% | 加碼 |
| NewEdge Wealth, LLC | 1,117 | $38.0 萬 | 0.00% | −148−11.7% | 減碼 |
| Lido Advisors, LLC | 1,121 | $37.9 萬 | 0.00% | +375+50.3% | 加碼 |
| Waddell & Associates, LLC | 1,113 | $37.9 萬 | 0.03% | +55+5.2% | 加碼 |
| Global Retirement Partners, LLC | 1,105 | $37.6 萬 | 0.01% | +608+122.3% | 加碼 |
| Transcend Wealth Collective, LLC | 1,091 | $37.1 萬 | 0.03% | +116+11.9% | 加碼 |
| KBC Group NV | 1,085 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 1,077 | $36.6 萬 | 0.02% | −69−6.0% | 減碼 |
| Pekin Hardy Strauss, Inc. | 1,070 | $36.4 萬 | 0.03% | −55−4.9% | 減碼 |
| Dundas Partners LLP | 1,069 | $36.4 萬 | 0.03% | +152+16.6% | 加碼 |
| Centurion Wealth Management LLC | 1,050 | $35.7 萬 | 0.08% | 00.0% | 不變 |
| Evoke Wealth, LLC | 1,049 | $35.7 萬 | 0.01% | −32−3.0% | 減碼 |
| SageView Advisory Group, LLC | 1,036 | $35.3 萬 | 0.01% | −3−0.3% | 減碼 |
| Childress Capital Advisors, LLC | 1,027 | $34.9 萬 | 0.06% | +1,027 | 新進 |
| Joel Isaacson & Co., LLC | 1,021 | $34.7 萬 | 0.01% | +261+34.3% | 加碼 |
| Toroso Investments, LLC | 1,011 | $34.4 萬 | 0.00% | +38+3.9% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,004 | $34.2 萬 | 0.03% | −15−1.5% | 減碼 |
| Wedmont Private Capital | 915 | $34.1 萬 | 0.01% | +35+4.0% | 加碼 |
| Courier Capital LLC | 1,000 | $34.0 萬 | 0.02% | 00.0% | 不變 |
| Versor Investments LP | 1,000 | $34.0 萬 | 0.05% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 1,000 | $34.0 萬 | 0.09% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 992 | $33.8 萬 | 0.00% | +315+46.5% | 加碼 |
| Moody Aldrich Partners LLC | 987 | $33.6 萬 | 0.06% | −2−0.2% | 減碼 |
| Skopos Labs, Inc. | 967 | $33.6 萬 | 0.02% | +191+24.6% | 加碼 |
| Whittier Trust Co | 896 | $33.5 萬 | 0.00% | +99+12.4% | 加碼 |
| Narus Financial Partners, LLC | 979 | $33.3 萬 | 0.09% | 00.0% | 不變 |
| Norden Group LLC | 971 | $33.0 萬 | 0.03% | −17−1.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 969 | $33.0 萬 | 0.00% | +76+8.5% | 加碼 |
| Sagespring Wealth Partners, LLC | 949 | $32.3 萬 | 0.01% | −68−6.7% | 減碼 |
| Portside Wealth Group, LLC | 947 | $32.2 萬 | 0.04% | −196−17.1% | 減碼 |
| Horizon Investments, LLC | 947 | $32.2 萬 | 0.00% | +939+11,737.5% | 加碼 |
| Penserra Capital Management LLC | 948 | $32.2 萬 | 0.00% | +948 | 新進 |
| Parallel Advisors, LLC | 945 | $32.2 萬 | 0.01% | −372−28.2% | 減碼 |
| CIBC World Markets Inc. | 937 | $31.9 萬 | 0.00% | +38+4.2% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 929 | $31.6 萬 | 0.02% | +929 | 新進 |
| Exchange Traded Concepts, LLC | 927 | $31.5 萬 | 0.00% | +927 | 新進 |
| Forum Financial Management, LP | 926 | $31.5 萬 | 0.00% | −1−0.1% | 減碼 |
| Inscription Capital, LLC | 921 | $31.3 萬 | 0.03% | −10−1.1% | 減碼 |
| PCM Encore, LLC | 910 | $31.0 萬 | 0.07% | +910 | 新進 |
| Perigon Wealth Management, LLC | 907 | $30.9 萬 | 0.01% | −24−2.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 888 | $30.2 萬 | 0.01% | −9−1.0% | 減碼 |
| Everence Capital Management Inc | 880 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 872 | $29.7 萬 | 0.01% | +128+17.2% | 加碼 |
| Acadian Asset Management LLC | 870 | $29.6 萬 | 0.00% | −259−22.9% | 減碼 |
| Ronald Blue Trust, Inc. | 868 | $29.5 萬 | 0.00% | −29−3.2% | 減碼 |
| Benjamin Edwards Inc | 857 | $29.2 萬 | 0.00% | +70+8.9% | 加碼 |
| Investment House LLC | 850 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 848 | $28.9 萬 | 0.00% | +6+0.7% | 加碼 |
| Parcion Private Wealth LLC | 837 | $28.5 萬 | 0.02% | +36+4.5% | 加碼 |
| Profund Advisors LLC | 833 | $28.3 萬 | 0.01% | −70−7.8% | 減碼 |
| Park Avenue Securities LLC | 829 | $28.2 萬 | 0.00% | −78−8.6% | 減碼 |
| Brown Miller Wealth Management, LLC | 827 | $28.1 萬 | 0.08% | +20+2.5% | 加碼 |
| Valeo Financial Advisors, LLC | 825 | $28.1 萬 | 0.01% | −122−12.9% | 減碼 |
| Greenspring Advisors, LLC | 823 | $28.0 萬 | 0.02% | +823 | 新進 |
| L2 Asset Management, LLC | 821 | $27.9 萬 | 0.04% | +821 | 新進 |
| Allworth Financial LP | 811 | $27.6 萬 | 0.00% | +48+6.3% | 加碼 |
| Whalen Wealth Management Inc. | 806 | $27.4 萬 | 0.15% | −3,187−79.8% | 減碼 |
| Farther Finance Advisors, LLC | 804 | $27.4 萬 | 0.00% | +398+98.0% | 加碼 |
| Planned Solutions, Inc. | 800 | $27.2 萬 | 0.09% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 800 | $27.2 萬 | 0.01% | +100+14.3% | 加碼 |
| Rothschild Investment LLC | 779 | $26.5 萬 | 0.01% | −193−19.9% | 減碼 |
| Anb Bank | 769 | $26.2 萬 | 0.10% | −28−3.5% | 減碼 |
| Jackson Thornton Asset Management, LLC | 697 | $26.1 萬 | 0.02% | −254−26.7% | 減碼 |
| Abel Hall, LLC | 763 | $26.0 萬 | 0.06% | +95+14.2% | 加碼 |
| Sym Financial Corp | 759 | $25.8 萬 | 0.03% | +12+1.6% | 加碼 |
| Foster & Motley Inc | 748 | $25.5 萬 | 0.01% | −377−33.5% | 減碼 |
| Ingalls & Snyder LLC | 746 | $25.4 萬 | 0.01% | −43−5.4% | 減碼 |
| Kendall Capital Management | 740 | $25.2 萬 | 0.05% | −85−10.3% | 減碼 |
| Caerus Investment Advisors, LLC | 731 | $24.9 萬 | 0.08% | −429−37.0% | 減碼 |
| Crestwood Advisors Group LLC | 725 | $24.7 萬 | 0.00% | +725 | 新進 |
| TCG Advisory Services, LLC | 718 | $24.4 萬 | 0.01% | +81+12.7% | 加碼 |
| Capital Performance Advisors LLP | 716 | $24.3 萬 | 0.02% | +7+1.0% | 加碼 |
| Matauro, LLC | 707 | $24.1 萬 | 0.04% | −51−6.7% | 減碼 |
| Cypress Capital, LLC | 694 | $23.6 萬 | 0.07% | +53+8.3% | 加碼 |
| Central Trust Co | 689 | $23.4 萬 | 0.00% | +579+526.4% | 加碼 |
| Argent Trust Co | 687 | $23.4 萬 | 0.01% | +18+2.7% | 加碼 |
| Index Technologies Group LLC | 687 | $23.4 萬 | 0.24% | +687 | 新進 |
| Retirement Guys Formula LLC | 678 | $23.1 萬 | 0.11% | −3−0.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 677 | $23.0 萬 | 0.01% | +677 | 新進 |
| Resources Investment Advisors, LLC. | 675 | $23.0 萬 | 0.00% | −14−2.0% | 減碼 |
| Denali Advisors LLC | 669 | $22.8 萬 | 0.03% | −6−0.9% | 減碼 |
| Hamilton Capital Partners Inc. | 668 | $22.7 萬 | 0.01% | −616−48.0% | 減碼 |
| Keystone Financial Services | 652 | $22.2 萬 | 0.07% | −7−1.1% | 減碼 |
| Rafferty Asset Management, LLC | 650 | $22.1 萬 | 0.00% | −17−2.5% | 減碼 |
| Optas, LLC | 642 | $21.8 萬 | 0.03% | −504−44.0% | 減碼 |
| Advyzon Investment Management, LLC | 640 | $21.8 萬 | 0.03% | +640 | 新進 |
| Hantz Financial Services, Inc. | 636 | $21.6 萬 | 0.00% | +269+73.3% | 加碼 |
| Mutual Advisors, LLC | 634 | $21.6 萬 | 0.00% | −61−8.8% | 減碼 |
| GW Henssler & Associates Ltd | 633 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Bayforest Capital Ltd | 630 | $21.4 萬 | 0.16% | +630 | 新進 |
| Savant Capital, LLC | 629 | $21.4 萬 | 0.00% | +629 | 新進 |
| Destination Wealth Management | 627 | $21.3 萬 | 0.01% | −128−17.0% | 減碼 |
| Hohimer Wealth Management, LLC | 623 | $21.2 萬 | 0.03% | +1+0.2% | 加碼 |