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 |
|---|---|---|---|---|---|
| First Horizon Corp | 126 | $3.76 萬 | 0.00% | −48−27.6% | 減碼 |
| LRI Investments, LLC | 129 | $3.85 萬 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 132 | $3.94 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 137 | $4.09 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 135 | $4.10 萬 | 0.03% | −87−39.2% | 減碼 |
| State of Wyoming | 147 | $4.39 萬 | 0.01% | −72−32.9% | 減碼 |
| Larson Financial Group LLC | 152 | $4.54 萬 | 0.00% | +111+270.7% | 加碼 |
| Assetmark, Inc | 158 | $4.72 萬 | 0.00% | +3+1.9% | 加碼 |
| Cedar Mountain Advisors, LLC | 165 | $4.93 萬 | 0.01% | +165 | 新進 |
| Cullen/Frost Bankers, Inc. | 166 | $4.96 萬 | 0.00% | +39+30.7% | 加碼 |
| GHP Investment Advisors, Inc. | 172 | $5.13 萬 | 0.00% | +127+282.2% | 加碼 |
| Piscataqua Savings Bank | 180 | $5.37 萬 | 0.04% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 218 | $6.24 萬 | 0.00% | +10+4.8% | 加碼 |
| Nomura Asset Management Co Ltd | 220 | $6.57 萬 | 0.00% | −12,350−98.2% | 減碼 |
| Signaturefd, LLC | 225 | $6.72 萬 | 0.00% | −6−2.6% | 減碼 |
| Eurizon Capital SGR S.p.A. | 241 | $6.91 萬 | 0.00% | +139+136.3% | 加碼 |
| Quent Capital, LLC | 236 | $7.05 萬 | 0.01% | +121+105.2% | 加碼 |
| WealthCollab, LLC | 238 | $7.10 萬 | 0.03% | 00.0% | 不變 |
| Bessemer Group Inc | 257 | $7.70 萬 | 0.00% | +43+20.1% | 加碼 |
| Massmutual Trust Co FSB | 267 | $7.97 萬 | 0.00% | +26+10.8% | 加碼 |
| AlphaCentric Advisors LLC | 272 | $8.12 萬 | 0.08% | +272 | 新進 |
| True Wealth Design, LLC | 367 | $11.0 萬 | 0.03% | +117+46.8% | 加碼 |
| Employees Retirement System of Texas | 434 | $13.0 萬 | 0.00% | +434 | 新進 |
| IFP Advisors, Inc | 454 | $13.6 萬 | 0.00% | +225+98.3% | 加碼 |
| Zions Bancorporation, National Association | 495 | $14.8 萬 | 0.01% | −2,512−83.5% | 減碼 |
| Twin Tree Management, LP | 535 | $16.0 萬 | 0.03% | +535 | 新進 |
| Ronald Blue Trust, Inc. | 548 | $16.3 萬 | 0.00% | −320−36.9% | 減碼 |
| TD Private Client Wealth LLC | 556 | $16.6 萬 | 0.00% | −17−3.0% | 減碼 |
| Root Financial Partners, LLC | 558 | $16.7 萬 | 0.01% | +354+173.5% | 加碼 |
| Umb Bank N A | 566 | $16.9 萬 | 0.00% | +37+7.0% | 加碼 |
| Central Pacific Bank - Trust Division | 570 | $17.0 萬 | 0.02% | +20+3.6% | 加碼 |
| Central Trust Co | 640 | $19.1 萬 | 0.00% | −49−7.1% | 減碼 |
| Hamilton Capital Partners Inc. | 668 | $19.9 萬 | 0.01% | 00.0% | 不變 |
| Denali Advisors LLC | 671 | $20.0 萬 | 0.02% | +2+0.3% | 加碼 |
| Astoria Portfolio Advisors LLC. | 583 | $20.3 萬 | 0.04% | +583 | 新進 |
| Northwest Wealth Management, LLC | 680 | $20.3 萬 | 0.03% | +680 | 新進 |
| Destination Wealth Management | 681 | $20.3 萬 | 0.01% | +54+8.6% | 加碼 |
| National Bank of Canada | 684 | $20.4 萬 | 0.00% | −461−40.3% | 減碼 |
| Inceptionr LLC | 685 | $20.4 萬 | 0.05% | −1,706−71.4% | 減碼 |
| R Squared Ltd | 690 | $20.6 萬 | 0.11% | +690 | 新進 |
| Sentinus, LLC | 692 | $20.7 萬 | 0.02% | +692 | 新進 |
| Retirement Guys Formula LLC | 694 | $20.7 萬 | 0.10% | +16+2.4% | 加碼 |
| Foster & Motley Inc | 699 | $20.9 萬 | 0.01% | −49−6.6% | 減碼 |
| Abel Hall, LLC | 705 | $21.0 萬 | 0.04% | −58−7.6% | 減碼 |
| Matauro, LLC | 707 | $21.1 萬 | 0.03% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 710 | $21.2 萬 | 0.00% | −9,862−93.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 719 | $21.5 萬 | 0.00% | +719 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 725 | $21.6 萬 | 0.00% | +725 | 新進 |
| Aster Capital Management (DIFC) Ltd | 1,084 | $21.6 萬 | 0.07% | +1,047+2,829.7% | 加碼 |
| Cypress Capital, LLC | 737 | $22.0 萬 | 0.06% | +43+6.2% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 741 | $22.1 萬 | 0.01% | +741 | 新進 |
| Versant Capital Management, Inc | 745 | $22.2 萬 | 0.02% | +122+19.6% | 加碼 |
| Parsons Capital Management Inc | 750 | $22.4 萬 | 0.01% | +750 | 新進 |
| Advisor OS, LLC | 758 | $22.6 萬 | 0.02% | +758 | 新進 |
| Greenspring Advisors, LLC | 770 | $23.0 萬 | 0.01% | −53−6.4% | 減碼 |
| Anb Bank | 771 | $23.0 萬 | 0.09% | +2+0.3% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 773 | $23.1 萬 | 0.02% | −156−16.8% | 減碼 |
| Sym Financial Corp | 773 | $23.1 萬 | 0.02% | +14+1.8% | 加碼 |
| Pekin Hardy Strauss, Inc. | 785 | $23.4 萬 | 0.02% | −285−26.6% | 減碼 |
| Symphony Financial, Ltd. Co. | 793 | $23.6 萬 | 0.03% | +793 | 新進 |
| RMB Capital Management, LLC | 792 | $23.6 萬 | 0.00% | +792 | 新進 |
| Planned Solutions, Inc. | 800 | $23.9 萬 | 0.08% | 00.0% | 不變 |
| Indivisible Partners | 801 | $23.9 萬 | 0.02% | +801 | 新進 |
| Hilltop Holdings Inc. | 804 | $24.0 萬 | 0.02% | −273−25.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 804 | $24.0 萬 | 0.01% | +127+18.8% | 加碼 |
| Empowered Funds, LLC | 807 | $24.1 萬 | 0.00% | −921−53.3% | 減碼 |
| Inscription Capital, LLC | 807 | $24.1 萬 | 0.03% | −114−12.4% | 減碼 |
| Clearstead Advisors, LLC | 813 | $24.3 萬 | 0.00% | +615+310.6% | 加碼 |
| Optas, LLC | 829 | $24.7 萬 | 0.04% | +187+29.1% | 加碼 |
| Banque Pictet & Cie SA | 844 | $25.2 萬 | 0.00% | −1,513−64.2% | 減碼 |
| Index Technologies Group LLC | 845 | $25.2 萬 | 0.27% | +158+23.0% | 加碼 |
| Capital Performance Advisors LLP | 846 | $25.2 萬 | 0.02% | +130+18.2% | 加碼 |
| Oppenheimer & Co Inc | 848 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Investment House LLC | 850 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 850 | $25.4 萬 | 0.02% | +13+1.6% | 加碼 |
| Savant Capital, LLC | 851 | $25.4 萬 | 0.00% | +222+35.3% | 加碼 |
| Daymark Wealth Partners, LLC | 858 | $25.6 萬 | 0.01% | +858 | 新進 |
| Profund Advisors LLC | 871 | $26.0 萬 | 0.01% | +38+4.6% | 加碼 |
| Azimuth Capital Investment Management LLC | 890 | $26.6 萬 | 0.01% | +90+11.3% | 加碼 |
| Norden Group LLC | 891 | $26.6 萬 | 0.03% | −80−8.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 892 | $26.6 萬 | 0.01% | +4+0.5% | 加碼 |
| Brown Miller Wealth Management, LLC | 894 | $26.7 萬 | 0.08% | +67+8.1% | 加碼 |
| Exchange Traded Concepts, LLC | 901 | $26.9 萬 | 0.00% | −26−2.8% | 減碼 |
| Portside Wealth Group, LLC | 905 | $27.0 萬 | 0.04% | −42−4.4% | 減碼 |
| Atomi Financial Group, Inc. | 905 | $27.0 萬 | 0.01% | −247−21.4% | 減碼 |
| Dundas Partners LLP | 906 | $27.0 萬 | 0.02% | −163−15.2% | 減碼 |
| Jackson Thornton Asset Management, LLC | 806 | $27.2 萬 | 0.02% | +109+15.6% | 加碼 |
| PCM Encore, LLC | 912 | $27.2 萬 | 0.06% | +2+0.2% | 加碼 |
| Advyzon Investment Management, LLC | 914 | $27.3 萬 | 0.02% | +274+42.8% | 加碼 |
| Evergreen Capital Management LLC | 951 | $28.4 萬 | 0.01% | +951 | 新進 |
| Sagespring Wealth Partners, LLC | 952 | $28.4 萬 | 0.01% | +3+0.3% | 加碼 |
| Moody Aldrich Partners LLC | 965 | $28.8 萬 | 0.05% | −22−2.2% | 減碼 |
| Meeder Advisory Services, Inc. | 971 | $29.0 萬 | 0.01% | +99+11.4% | 加碼 |
| Narus Financial Partners, LLC | 979 | $29.2 萬 | 0.08% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 980 | $29.3 萬 | 0.03% | −24−2.4% | 減碼 |
| Parallel Advisors, LLC | 984 | $29.4 萬 | 0.01% | +39+4.1% | 加碼 |
| NewEdge Wealth, LLC | 990 | $29.6 萬 | 0.00% | −127−11.4% | 減碼 |
| Belpointe Asset Management LLC | 995 | $29.7 萬 | 0.01% | −161−13.9% | 減碼 |
| Kendall Capital Management | 995 | $29.7 萬 | 0.06% | +255+34.5% | 加碼 |
| Farther Finance Advisors, LLC | 989 | $29.8 萬 | 0.00% | +185+23.0% | 加碼 |