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。
2026 年第 1 季 13F 持有人
Evercore Inc. 在 2026/3/31 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
- 657
- 較 2025 年第 4 季 +30 家
- 持有股數
- 3,523 萬
- 較 2025 年第 4 季 +471.0 萬 (+15.4%)
- 總市值
- $105.0 億
- 較 2025 年第 4 季 +$1.20 億 (+1.2%)
- 新進機構
- 105
- 另有 277 家加碼
- 清倉機構
- 75
- 另有 189 家減碼
另有 9 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,648,858 | $10.9 億 | 0.02% | +189,810+5.5% | 加碼 |
| Vanguard Portfolio Management LLC | 1,974,144 | $5.89 億 | 0.03% | +1,974,144 | 新進 |
| Vanguard Capital Management LLC | 1,694,949 | $5.06 億 | 0.01% | +1,694,949 | 新進 |
| FMR LLC | 1,669,662 | $4.98 億 | 0.03% | +413,420+32.9% | 加碼 |
| Invesco Ltd. | 1,424,686 | $4.25 億 | 0.04% | +80,860+6.0% | 加碼 |
| AQR Capital Management LLC | 1,316,852 | $3.88 億 | 0.18% | +458,887+53.5% | 加碼 |
| State Street Corp | 1,179,024 | $3.52 億 | 0.01% | +19,281+1.7% | 加碼 |
| Geode Capital Management, LLC | 1,043,338 | $3.11 億 | 0.02% | +118,438+12.8% | 加碼 |
| TD Asset Management Inc | 958,472 | $2.86 億 | 0.23% | −256,254−21.1% | 減碼 |
| Morgan Stanley | 917,801 | $2.74 億 | 0.02% | +231,198+33.7% | 加碼 |
| Wellington Management Group LLP | 623,259 | $1.86 億 | 0.03% | −1,308,115−67.7% | 減碼 |
| Boston Partners | 580,174 | $1.73 億 | 0.18% | −244,186−29.6% | 減碼 |
| Dimensional Fund Advisors LP | 548,530 | $1.64 億 | 0.03% | +16,554+3.1% | 加碼 |
| Goldman Sachs Group Inc | 524,531 | $1.57 億 | 0.02% | +85,685+19.5% | 加碼 |
| JPMorgan Chase & Co | 468,882 | $1.34 億 | 0.01% | +31,376+7.2% | 加碼 |
| Fisher Asset Management, LLC | 424,719 | $1.27 億 | 0.04% | +104,914+32.8% | 加碼 |
| Bahl & Gaynor Inc | 401,833 | $1.20 億 | 0.60% | −19,735−4.7% | 減碼 |
| Point72 Asset Management, L.P. | 390,584 | $1.17 億 | 0.20% | +390,584 | 新進 |
| Balyasny Asset Management LLC | 369,040 | $1.10 億 | 0.22% | +322,934+700.4% | 加碼 |
| Northern Trust Corp | 357,164 | $1.07 億 | 0.01% | +36,729+11.5% | 加碼 |
| Primecap Management Co | 353,950 | $1.06 億 | 0.08% | +133,900+60.8% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 331,109 | $9,884 萬 | 0.33% | +55,034+19.9% | 加碼 |
| Price T Rowe Associates Inc | 326,665 | $9,751 萬 | 0.01% | −290,667−47.1% | 減碼 |
| Bank of New York Mellon Corp | 319,237 | $9,530 萬 | 0.02% | −866−0.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 318,967 | $9,521 萬 | 0.11% | +112,410+54.4% | 加碼 |
| Paralel Advisors LLC | 300,000 | $8,955 萬 | 3.72% | 00.0% | 不變 |
| UBS Group AG | 292,605 | $8,735 萬 | 0.02% | −59,179−16.8% | 減碼 |
| Charles Schwab Investment Management Inc | 275,310 | $8,218 萬 | 0.01% | +8,120+3.0% | 加碼 |
| Artemis Investment Management LLP | 275,182 | $8,214 萬 | 0.87% | +69,495+33.8% | 加碼 |
| Stephens Investment Management Group LLC | 259,808 | $7,756 萬 | 1.06% | +14,746+6.0% | 加碼 |
| William Blair Investment Management, LLC | 256,476 | $7,656 萬 | 0.25% | −74,551−22.5% | 減碼 |
| Qube Research & Technologies Ltd | 248,864 | $7,429 萬 | 0.11% | +245,291+6,865.1% | 加碼 |
| Vanguard Fiduciary Trust Co | 239,104 | $7,137 萬 | 0.02% | +239,104 | 新進 |
| Bank of America Corp | 234,689 | $7,006 萬 | 0.01% | −6,921−2.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 232,571 | $6,942 萬 | 0.04% | +232,571 | 新進 |
| Victory Capital Management Inc | 198,770 | $5,933 萬 | 0.04% | +7,784+4.1% | 加碼 |
| Schroder Investment Management Group | 190,927 | $5,446 萬 | 0.04% | +22,587+13.4% | 加碼 |
| Quantinno Capital Management LP | 175,633 | $5,243 萬 | 0.09% | +62,154+54.8% | 加碼 |
| Renaissance Technologies LLC | 173,860 | $5,190 萬 | 0.08% | +160,260+1,178.4% | 加碼 |
| Rockefeller Capital Management L.P. | 173,133 | $5,168 萬 | 0.09% | −1,959−1.1% | 減碼 |
| TimesSquare Capital Management, LLC | 165,966 | $4,954 萬 | 0.84% | −2,708−1.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 161,805 | $4,830 萬 | 0.04% | −307−0.2% | 減碼 |
| Longaeva Partners L.P. | 157,263 | $4,694 萬 | 2.26% | +157,263 | 新進 |
| Capital International Investors | 155,769 | $4,650 萬 | 0.01% | −11,021−6.6% | 減碼 |
| Jacobs Levy Equity Management, Inc | 144,432 | $4,311 萬 | 0.18% | +144,432 | 新進 |
| Nomura Asset Management International Inc. | 141,624 | $4,228 萬 | 0.07% | −70,118−33.1% | 減碼 |
| TD Waterhouse Canada Inc. | 136,010 | $4,088 萬 | 0.12% | +122,502+906.9% | 加碼 |
| Franklin Resources Inc | 133,903 | $3,997 萬 | 0.01% | −18,692−12.2% | 減碼 |
| Janus Henderson Group PLC | 127,872 | $3,817 萬 | 0.02% | +34,817+37.4% | 加碼 |
| Royce & Associates LP | 126,617 | $3,780 萬 | 0.37% | +30,669+32.0% | 加碼 |
| Ceredex Value Advisors LLC | 123,525 | $3,687 萬 | 1.16% | +23,215+23.1% | 加碼 |
| Global Alpha Capital Management Ltd. | 118,857 | $3,548 萬 | 2.13% | −800−0.7% | 減碼 |
| Canada Pension Plan Investment Board | 116,040 | $3,464 萬 | 0.02% | +29,520+34.1% | 加碼 |
| Marshall Wace, LLP | 109,630 | $3,273 萬 | 0.04% | +109,630 | 新進 |
| Westwood Holdings Group Inc. | 108,256 | $3,232 萬 | 0.24% | +35,817+49.4% | 加碼 |
| Braun Stacey Associates Inc | 107,968 | $3,223 萬 | 1.07% | −2,423−2.2% | 減碼 |
| Holocene Advisors, LP | 107,831 | $3,219 萬 | 0.08% | −131,769−55.0% | 減碼 |
| Allianz Asset Management GmbH | 106,178 | $3,170 萬 | 0.04% | +65,239+159.4% | 加碼 |
| SG Americas Securities, LLC | 103,006 | $3,075 萬 | 0.03% | +100,422+3,886.3% | 加碼 |
| Two Sigma Investments, LP | 101,485 | $3,029 萬 | 0.03% | +92,374+1,013.9% | 加碼 |
| Retirement Systems of Alabama | 100,589 | $3,003 萬 | 0.10% | +997+1.0% | 加碼 |
| Rhumbline Advisers | 100,437 | $2,998 萬 | 0.03% | +1,806+1.8% | 加碼 |
| Raymond James Financial Inc | 100,242 | $2,973 萬 | 0.01% | −46,437−31.7% | 減碼 |
| WCM Investment Management, LLC | 100,148 | $2,856 萬 | 0.07% | −3,674−3.5% | 減碼 |
| Ieq Capital, LLC | 94,874 | $2,832 萬 | 0.13% | +20,823+28.1% | 加碼 |
| Lord, Abbett & Co. LLC | 91,902 | $2,743 萬 | 0.09% | −289,999−75.9% | 減碼 |
| Bridgewater Associates, LP | 90,438 | $2,700 萬 | 0.12% | −17,987−16.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 89,900 | $2,684 萬 | 0.04% | +89,900 | 新進 |
| Engineers Gate Manager LP | 88,415 | $2,639 萬 | 0.33% | +49,810+129.0% | 加碼 |
| UBS Asset Management Americas Inc | 87,293 | $2,606 萬 | 0.01% | +2,434+2.9% | 加碼 |
| Principal Financial Group Inc | 86,286 | $2,576 萬 | 0.01% | +1,807+2.1% | 加碼 |
| Fort Washington Investment Advisors Inc | 85,197 | $2,543 萬 | 0.14% | +6,392+8.1% | 加碼 |
| American Century Companies Inc | 83,303 | $2,487 萬 | 0.01% | −27,861−25.1% | 減碼 |
| Russell Investments Group, Ltd. | 78,241 | $2,335 萬 | 0.03% | +52,568+204.8% | 加碼 |
| Swiss National Bank | 76,560 | $2,285 萬 | 0.01% | +480+0.6% | 加碼 |
| Neuberger Berman Group LLC | 75,135 | $2,243 萬 | 0.02% | −105,169−58.3% | 減碼 |
| Junto Capital Management LP | 74,760 | $2,232 萬 | 0.47% | −147,235−66.3% | 減碼 |
| SEI Investments Co | 74,402 | $2,221 萬 | 0.02% | +12,967+21.1% | 加碼 |
| Nuveen, LLC | 73,400 | $2,191 萬 | 0.01% | +80.0% | 加碼 |
| California Public Employees Retirement System | 72,919 | $2,177 萬 | 0.01% | +2,755+3.9% | 加碼 |
| ProShare Advisors LLC | 70,116 | $2,093 萬 | 0.03% | −34,554−33.0% | 減碼 |
| Alliancebernstein L.P. | 61,043 | $2,077 萬 | 0.01% | −356−0.6% | 減碼 |
| Millennium Management LLC | 69,158 | $2,064 萬 | 0.02% | −467,488−87.1% | 減碼 |
| Macquarie Group Ltd | 66,537 | $1,986 萬 | 0.12% | −133,959−66.8% | 減碼 |
| Envestnet Asset Management Inc | 66,536 | $1,986 萬 | 0.01% | +1,241+1.9% | 加碼 |
| Citadel Advisors LLC | 66,075 | $1,972 萬 | 0.01% | −22,067−25.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 64,882 | $1,937 萬 | 0.08% | +61,000+1,571.4% | 加碼 |
| Treasurer of the State of North Carolina | 63,080 | $1,883 萬 | 0.06% | +4,945+8.5% | 加碼 |
| Cerity Partners LLC | 61,453 | $1,834 萬 | 0.03% | +12,510+25.6% | 加碼 |
| Boston Trust Walden Corp | 61,316 | $1,830 萬 | 0.15% | +61,316 | 新進 |
| GW&K Investment Management, LLC | 59,232 | $1,768 萬 | 0.16% | +3,233+5.8% | 加碼 |
| Agf Management Ltd | 58,508 | $1,747 萬 | 0.08% | −1,419−2.4% | 減碼 |
| Cookson Peirce & Co Inc | 57,450 | $1,715 萬 | 0.73% | −836−1.4% | 減碼 |
| Deutsche Bank AG | 57,094 | $1,704 萬 | 0.01% | +43,414+317.4% | 加碼 |
| State of Wisconsin Investment Board | 56,997 | $1,701 萬 | 0.04% | −6,498−10.2% | 減碼 |
| Ameriprise Financial Inc | 55,954 | $1,670 萬 | 0.00% | +1,199+2.2% | 加碼 |
| Amundi | 55,529 | $1,658 萬 | 0.00% | +45,162+435.6% | 加碼 |
| CCM Investment Advisers LLC | 54,963 | $1,641 萬 | 1.57% | −899−1.6% | 減碼 |
| Legal & General Group Plc | 54,895 | $1,639 萬 | 0.00% | −4,970−8.3% | 減碼 |
| STRS Ohio | 54,882 | $1,638 萬 | 0.06% | −10.0% | 減碼 |