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 |
|---|---|---|---|---|---|
| Intercapital, LLC | 1,000 | $29.9 萬 | 0.17% | −1,850−64.9% | 減碼 |
| Courier Capital LLC | 1,000 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 1,000 | $29.9 萬 | 0.15% | 00.0% | 不變 |
| Gruss & Co., LLC | 1,000 | $29.9 萬 | 0.70% | +1,000 | 新進 |
| Levin Capital Strategies, L.P. | 1,000 | $29.9 萬 | 0.02% | +1,000 | 新進 |
| QTR Family Wealth, LLC | 849 | $30.4 萬 | 0.13% | +849 | 新進 |
| Park Avenue Securities LLC | 1,020 | $30.4 萬 | 0.00% | +191+23.0% | 加碼 |
| Private Client Services, LLC | 1,023 | $30.5 萬 | 0.09% | −1,837−64.2% | 減碼 |
| Joel Isaacson & Co., LLC | 1,023 | $30.5 萬 | 0.01% | +2+0.2% | 加碼 |
| VestGen Advisors, LLC | 902 | $30.8 萬 | 0.01% | +902 | 新進 |
| Bridgefront Capital, LLC | 1,048 | $31.3 萬 | 0.08% | +456+77.0% | 加碼 |
| Centurion Wealth Management LLC | 1,050 | $31.3 萬 | 0.07% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 1,050 | $31.5 萬 | 0.01% | +868+476.9% | 加碼 |
| North Dakota State Investment Board | 1,078 | $32.2 萬 | 0.01% | −226−17.3% | 減碼 |
| Legacy Financial Independent Advisors LLC | 1,084 | $32.4 萬 | 0.17% | +1,084 | 新進 |
| Crestwood Advisors Group LLC | 1,093 | $32.6 萬 | 0.01% | +368+50.8% | 加碼 |
| Bayforest Capital Ltd | 1,093 | $32.6 萬 | 0.37% | +463+73.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,103 | $32.9 萬 | 0.00% | +134+13.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,108 | $33.1 萬 | 0.00% | −59−5.1% | 減碼 |
| Hantz Financial Services, Inc. | 1,111 | $33.2 萬 | 0.01% | +475+74.7% | 加碼 |
| CIBC World Markets Inc. | 1,117 | $33.3 萬 | 0.00% | +180+19.2% | 加碼 |
| AE Wealth Management LLC | 1,117 | $33.4 萬 | 0.00% | −55−4.7% | 減碼 |
| Qtron Investments LLC | 1,128 | $33.7 萬 | 0.05% | +1,128 | 新進 |
| Laird Norton Trust Company, LLC | 1,143 | $34.1 萬 | 0.01% | −29−2.5% | 減碼 |
| Vann Equity Management LLC | 1,159 | $34.6 萬 | 0.25% | +1,159 | 新進 |
| Brevan Howard Capital Management LP | 1,163 | $34.7 萬 | 0.00% | +1,163 | 新進 |
| KBC Group NV | 1,177 | $35.1 萬 | 0.00% | +92+8.5% | 加碼 |
| AlphaGrep UK Ltd | 1,177 | $35.1 萬 | 0.10% | +1,177 | 新進 |
| Wedmont Private Capital | 1,081 | $35.2 萬 | 0.01% | +166+18.1% | 加碼 |
| United Capital Financial Advisers, LLC | 1,181 | $35.3 萬 | 0.00% | +30+2.6% | 加碼 |
| Stephens Inc | 1,182 | $35.3 萬 | 0.00% | +46+4.0% | 加碼 |
| CIBC Asset Management Inc | 1,193 | $35.6 萬 | 0.00% | 00.0% | 不變 |
| Lido Advisors, LLC | 1,203 | $35.9 萬 | 0.00% | +82+7.3% | 加碼 |
| Magnetar Financial LLC | 1,222 | $36.5 萬 | 0.00% | +1,222 | 新進 |
| NorthCrest Asset Manangement, LLC | 1,200 | $36.6 萬 | 0.01% | −62−4.9% | 減碼 |
| Jefferies Financial Group Inc. | 1,241 | $37.0 萬 | 0.00% | −7,036−85.0% | 減碼 |
| First Bank & Trust | 1,247 | $37.2 萬 | 0.06% | +12+1.0% | 加碼 |
| Insight Wealth Partners, LLC | 1,254 | $37.4 萬 | 0.15% | 00.0% | 不變 |
| Shelton Capital Management | 1,268 | $37.9 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,292 | $38.6 萬 | 0.00% | +435+50.8% | 加碼 |
| Wealthspire Advisors, LLC | 1,299 | $38.8 萬 | 0.00% | −158−10.8% | 減碼 |
| Everence Capital Management Inc | 1,302 | $38.9 萬 | 0.02% | +422+48.0% | 加碼 |
| Ritholtz Wealth Management | 1,325 | $39.5 萬 | 0.01% | −180−12.0% | 減碼 |
| Custom Index Systems, LLC | 1,333 | $39.8 萬 | 0.17% | +130+10.8% | 加碼 |
| HGK Asset Management Inc | 1,341 | $40.0 萬 | 0.06% | −1,416−51.4% | 減碼 |
| Toronto Dominion Bank | 1,345 | $40.2 萬 | 0.00% | −389−22.4% | 減碼 |
| Great Lakes Advisors, LLC | 1,347 | $40.2 萬 | 0.00% | −42−3.0% | 減碼 |
| Fielder Capital Group LLC | 1,380 | $41.2 萬 | 0.09% | −15−1.1% | 減碼 |
| Diametric Capital, LP | 1,381 | $41.2 萬 | 0.11% | +1,381 | 新進 |
| Pinebridge Investments LLC | 1,382 | $41.3 萬 | 0.00% | +1,382 | 新進 |
| Bond & Devick Financial Network, Inc. | 1,400 | $41.8 萬 | 0.12% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,403 | $41.9 萬 | 0.01% | −41−2.8% | 減碼 |
| Transcend Wealth Collective, LLC | 1,424 | $42.5 萬 | 0.03% | +333+30.5% | 加碼 |
| Sterling Capital Management LLC | 1,449 | $43.3 萬 | 0.01% | −953−39.7% | 減碼 |
| GAMMA Investing LLC | 1,449 | $43.3 萬 | 0.02% | +207+16.7% | 加碼 |
| Harbor Investment Advisory, LLC | 1,495 | $44.6 萬 | 0.04% | −150−9.1% | 減碼 |
| GWM Advisors LLC | 1,509 | $45.0 萬 | 0.00% | −231−13.3% | 減碼 |
| Callan Family Office, LLC | 1,510 | $45.1 萬 | 0.01% | +13+0.9% | 加碼 |
| Allworth Financial LP | 1,513 | $45.2 萬 | 0.00% | +702+86.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,515 | $45.2 萬 | 0.00% | +1,162+329.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,536 | $45.9 萬 | 0.02% | +303+24.6% | 加碼 |
| Evolve Private Wealth, LLC | 1,553 | $46.4 萬 | 0.02% | +299+23.8% | 加碼 |
| Evoke Wealth, LLC | 1,553 | $46.4 萬 | 0.01% | +504+48.0% | 加碼 |
| Ethic Inc. | 1,572 | $46.9 萬 | 0.01% | +202+14.7% | 加碼 |
| Citizens Financial Group Inc | 1,581 | $47.2 萬 | 0.01% | +1,581 | 新進 |
| Whalen Wealth Management Inc. | 1,587 | $47.4 萬 | 0.25% | +781+96.9% | 加碼 |
| Camden Capital, LLC | 1,625 | $48.5 萬 | 0.03% | +381+30.6% | 加碼 |
| Precision Wealth Strategies, LLC | 1,630 | $48.7 萬 | 0.16% | +69+4.4% | 加碼 |
| Johnson Investment Counsel Inc | 1,637 | $48.9 萬 | 0.00% | +196+13.6% | 加碼 |
| Baker Avenue Asset Management, LP | 1,643 | $49.0 萬 | 0.01% | +1,643 | 新進 |
| Encompass More Asset Management | 1,663 | $49.6 萬 | 0.08% | +1,663 | 新進 |
| Hanlon Investment Management, Inc. | 1,674 | $50.0 萬 | 0.28% | −34−2.0% | 減碼 |
| EP Wealth Advisors, LLC | 1,676 | $50.0 萬 | 0.00% | −22−1.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,695 | $50.6 萬 | 0.01% | +425+33.5% | 加碼 |
| Greenleaf Trust | 1,699 | $50.7 萬 | 0.00% | −2−0.1% | 減碼 |
| Evercore Wealth Management, LLC | 1,720 | $51.3 萬 | 0.01% | 00.0% | 不變 |
| Mount Lucas Management LP | 1,723 | $51.4 萬 | 0.19% | +1,723 | 新進 |
| Commerce Bank | 1,754 | $52.4 萬 | 0.00% | −24−1.3% | 減碼 |
| Argonautica Private Wealth Management, Inc | 1,807 | $53.9 萬 | 0.16% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 1,820 | $54.3 萬 | 0.31% | 00.0% | 不變 |
| Net Worth Advisory Group | 1,822 | $54.4 萬 | 0.11% | +170+10.3% | 加碼 |
| Rothschild Investment LLC | 1,831 | $54.7 萬 | 0.03% | +1,052+135.0% | 加碼 |
| Maryland State Retirement & Pension System | 1,839 | $54.9 萬 | 0.01% | 00.0% | 不變 |
| Hardy Reed LLC | 1,854 | $55.3 萬 | 0.04% | 00.0% | 不變 |
| DnB Asset Management AS | 1,866 | $55.7 萬 | 0.00% | +1,866 | 新進 |
| J2 Capital Management Inc | 1,871 | $55.9 萬 | 0.38% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 1,893 | $56.5 萬 | 0.01% | +36+1.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,895 | $56.6 萬 | 0.01% | +1,895 | 新進 |
| Warren Averett Asset Management, LLC | 1,910 | $57.0 萬 | 0.00% | +918+92.5% | 加碼 |
| Utah Retirement Systems | 1,948 | $58.1 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 1,952 | $58.3 萬 | 0.00% | −666−25.4% | 減碼 |
| Calamos Advisors LLC | 1,953 | $58.3 萬 | 0.00% | +1,953 | 新進 |
| Flagship Harbor Advisors, LLC | 1,986 | $59.3 萬 | 0.03% | +1,986 | 新進 |
| Summit Financial, LLC | 1,988 | $59.3 萬 | 0.01% | −65−3.2% | 減碼 |
| PDT Partners, LLC | 2,000 | $59.7 萬 | 0.04% | 00.0% | 不變 |
| Kera Capital Partners, Inc. | 2,058 | $61.4 萬 | 0.08% | −37−1.8% | 減碼 |
| Vise Technologies, Inc. | 1,808 | $61.5 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 2,083 | $62.2 萬 | 0.00% | −1,469−41.4% | 減碼 |
| Aviance Capital Partners, LLC | 2,098 | $62.6 萬 | 0.07% | −30−1.4% | 減碼 |
| Savvy Advisors, Inc. | 2,116 | $63.2 萬 | 0.02% | +197+10.3% | 加碼 |