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 |
|---|---|---|---|---|---|
| Bull Harbor Capital LLC | 2,143 | $64.0 萬 | 0.17% | +2,143 | 新進 |
| Journey Strategic Wealth LLC | 2,189 | $65.3 萬 | 0.02% | +165+8.2% | 加碼 |
| HB Wealth Management, LLC | 2,208 | $65.9 萬 | 0.00% | +6+0.3% | 加碼 |
| BOK Financial Private Wealth, Inc. | 2,235 | $66.7 萬 | 0.04% | −367−14.1% | 減碼 |
| JMN Financial LLC | 2,282 | $68.1 萬 | 0.67% | +50+2.2% | 加碼 |
| Skopos Labs, Inc. | 2,291 | $68.4 萬 | 0.02% | +1,324+136.9% | 加碼 |
| Advisor Group Holdings, Inc. | 2,366 | $70.6 萬 | 0.00% | −520−18.0% | 減碼 |
| Diversify Wealth Management, LLC | 2,290 | $74.2 萬 | 0.01% | +642+39.0% | 加碼 |
| Pier Capital, LLC | 2,493 | $74.4 萬 | 0.12% | −100−3.9% | 減碼 |
| Morningstar Investment Management LLC | 2,506 | $74.8 萬 | 0.05% | +2,506 | 新進 |
| Waddell & Associates, LLC | 2,515 | $75.1 萬 | 0.04% | +1,402+126.0% | 加碼 |
| Commonwealth Equity Services, LLC | 2,538 | $75.8 萬 | 0.00% | −737−22.5% | 減碼 |
| Lecap Asset Management Ltd | 2,560 | $76.4 萬 | 0.29% | +2,560 | 新進 |
| VARCOV Co. | 2,583 | $77.1 萬 | 0.29% | +2,583 | 新進 |
| We Are One Seven, LLC | 2,617 | $78.1 萬 | 0.02% | −53−2.0% | 減碼 |
| Polymer Capital Management (US) LLC | 2,639 | $78.8 萬 | 0.12% | +2,639 | 新進 |
| Gsa Capital Partners LLP | 2,648 | $79.0 萬 | 0.05% | +2,648 | 新進 |
| O'Rourke & Company, Inc | 2,680 | $80.0 萬 | 0.32% | −49−1.8% | 減碼 |
| Janney Montgomery Scott LLC | 2,721 | $81.2 萬 | 0.00% | +11+0.4% | 加碼 |
| Equitable Holdings, Inc. | 2,405 | $81.8 萬 | 0.01% | +7+0.3% | 加碼 |
| Nisa Investment Advisors, LLC | 2,749 | $82.1 萬 | 0.00% | +31+1.1% | 加碼 |
| Impact Partnership Wealth, LLC | 2,782 | $83.0 萬 | 0.10% | +366+15.1% | 加碼 |
| Aviva PLC | 2,787 | $83.2 萬 | 0.00% | −468−14.4% | 減碼 |
| Penserra Capital Management LLC | 2,852 | $85.1 萬 | 0.01% | +1,904+200.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,859 | $85.3 萬 | 0.03% | +1,085+61.2% | 加碼 |
| Securian Asset Management, Inc | 2,891 | $86.3 萬 | 0.03% | +100+3.6% | 加碼 |
| Intrust Bank NA | 2,976 | $88.8 萬 | 0.07% | +8+0.3% | 加碼 |
| Swedbank AB | 3,000 | $89.6 萬 | 0.00% | −70−2.3% | 減碼 |
| BNP Paribas | 3,033 | $90.5 萬 | 0.03% | +31+1.0% | 加碼 |
| Federated Hermes, Inc. | 3,075 | $91.8 萬 | 0.00% | +346+12.7% | 加碼 |
| PenderFund Capital Management Ltd. | 3,100 | $92.5 萬 | 0.14% | +40+1.3% | 加碼 |
| Nicholas Investment Partners, LP | 3,138 | $93.7 萬 | 0.07% | −970−23.6% | 減碼 |
| Coldstream Capital Management Inc | 3,148 | $94.0 萬 | 0.01% | −89−2.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 3,129 | $94.3 萬 | 0.00% | −49−1.5% | 減碼 |
| Isthmus Partners, LLC | 3,165 | $94.5 萬 | 0.10% | −300−8.7% | 減碼 |
| Atria Investments LLC | 3,172 | $94.7 萬 | 0.01% | +26+0.8% | 加碼 |
| Baird Financial Group, Inc. | 3,181 | $95.0 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 3,185 | $95.1 萬 | 0.01% | +3,185 | 新進 |
| Dynamic Advisor Solutions LLC | 3,209 | $95.8 萬 | 0.03% | +125+4.1% | 加碼 |
| Legend Financial Advisors, Inc. | 3,219 | $96.1 萬 | 0.62% | +2+0.1% | 加碼 |
| Swiss Life Asset Management Ltd | 3,414 | $101.9 萬 | 0.01% | +670+24.4% | 加碼 |
| Havemeyer Place LP | 3,416 | $102.0 萬 | 0.12% | +3,416 | 新進 |
| Dark Forest Capital Management LP | 3,540 | $105.7 萬 | 0.09% | +3,540 | 新進 |
| Buckhead Capital Management LLC | 3,555 | $106.1 萬 | 0.40% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 3,608 | $107.7 萬 | 0.00% | +3,608 | 新進 |
| Trivant Custom Portfolio Group, LLC | 3,641 | $108.7 萬 | 0.60% | +34+0.9% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,671 | $109.6 萬 | 0.27% | −135−3.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,719 | $111.0 萬 | 0.00% | +278+8.1% | 加碼 |
| Sanctuary Advisors, LLC | 3,735 | $111.5 萬 | 0.01% | +354+10.5% | 加碼 |
| Alyeska Investment Group, L.P. | 3,741 | $111.7 萬 | 0.00% | +3,741 | 新進 |
| Krilogy Financial LLC | 3,182 | $113.8 萬 | 0.04% | +63+2.0% | 加碼 |
| State of Alaska, Department of Revenue | 3,848 | $114.8 萬 | 0.01% | 00.0% | 不變 |
| First Eagle Investment Management, LLC | 3,903 | $116.5 萬 | 0.00% | −198−4.8% | 減碼 |
| Sivia Capital Partners, LLC | 3,980 | $118.8 萬 | 0.23% | +2,669+203.6% | 加碼 |
| Essential Partners LLC | 4,004 | $119.5 萬 | 0.40% | +41+1.0% | 加碼 |
| Gateway Investment Advisers LLC | 4,096 | $122.3 萬 | 0.01% | +2,770+208.9% | 加碼 |
| Freedom Day Solutions, LLC | 4,236 | $126.4 萬 | 0.34% | −85−2.0% | 減碼 |
| Brighton Jones LLC | 4,427 | $132.2 萬 | 0.03% | +4,427 | 新進 |
| Martingale Asset Management L P | 4,470 | $133.4 萬 | 0.03% | +950+27.0% | 加碼 |
| Legato Capital Management LLC | 4,535 | $135.4 萬 | 0.12% | −3,233−41.6% | 減碼 |
| Xponance, Inc. | 4,537 | $135.4 萬 | 0.01% | +1,033+29.5% | 加碼 |
| Pacer Advisors, Inc. | 4,558 | $136.1 萬 | 0.00% | −73−1.6% | 減碼 |
| Great Diamond Partners, LLC | 4,653 | $138.9 萬 | 0.27% | +766+19.7% | 加碼 |
| Cornerstone Investment Partners, LLC | 4,699 | $140.3 萬 | 0.06% | +298+6.8% | 加碼 |
| Merit Financial Group, LLC | 4,706 | $140.5 萬 | 0.01% | +957+25.5% | 加碼 |
| Toroso Investments, LLC | 4,908 | $140.8 萬 | 0.00% | +3,897+385.5% | 加碼 |
| Summit Place Financial Advisors, LLC | 4,734 | $141.3 萬 | 0.68% | +5+0.1% | 加碼 |
| Angeles Wealth Management, LLC | 4,892 | $146.0 萬 | 0.08% | +79+1.6% | 加碼 |
| Chicago Partners Investment Group LLC | 4,170 | $146.8 萬 | 0.03% | +2,624+169.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 4,932 | $147.2 萬 | 0.04% | +4,932 | 新進 |
| Catalyst Capital Advisors LLC | 5,025 | $150.0 萬 | 0.03% | 00.0% | 不變 |
| Buckingham Strategic Partners | 5,070 | $151.3 萬 | 0.02% | +1,131+28.7% | 加碼 |
| Nations Financial Group Inc, | 5,102 | $152.3 萬 | 0.08% | +342+7.2% | 加碼 |
| Croban | 5,271 | $157.3 萬 | 0.74% | −104−1.9% | 減碼 |
| OP Asset Management Ltd | 5,282 | $157.7 萬 | 0.02% | +5,282 | 新進 |
| Sit Investment Associates Inc | 5,415 | $161.6 萬 | 0.03% | +550+11.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,466 | $163.2 萬 | 0.01% | −1,949−26.3% | 減碼 |
| New Age Alpha Advisors, LLC | 5,500 | $164.2 萬 | 0.08% | −115−2.0% | 減碼 |
| Valley National Advisers Inc | 5,590 | $166.7 萬 | 0.22% | −43−0.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,825 | $177.5 萬 | 0.04% | +5,747+7,367.9% | 加碼 |
| Sargent Investment Group, LLC | 6,180 | $184.5 萬 | 0.24% | +7+0.1% | 加碼 |
| Walleye Capital LLC | 6,197 | $185.0 萬 | 0.01% | −88,309−93.4% | 減碼 |
| CWM Advisors, LLC | 6,202 | $185.1 萬 | 0.11% | −2,107−25.4% | 減碼 |
| Nitorum Capital, L.P. | 6,225 | $185.8 萬 | 1.63% | −20,377−76.6% | 減碼 |
| Pictet Asset Management Holding SA | 6,257 | $186.8 萬 | 0.00% | +394+6.7% | 加碼 |
| Huntington National Bank | 6,314 | $188.5 萬 | 0.01% | +6,143+3,592.4% | 加碼 |
| Pallas Capital Advisors LLC | 6,437 | $192.2 萬 | 0.07% | −253−3.8% | 減碼 |
| Prudential Financial Inc | 6,461 | $192.9 萬 | 0.00% | +3,990+161.5% | 加碼 |
| Radnor Capital Management, LLC | 6,480 | $193.4 萬 | 0.29% | +30+0.5% | 加碼 |
| MAI Capital Management | 6,576 | $196.3 萬 | 0.01% | +1,092+19.9% | 加碼 |
| Aquatic Capital Management LLC | 6,707 | $200.2 萬 | 0.06% | +6,707 | 新進 |
| Illinois Municipal Retirement Fund | 6,771 | $202.1 萬 | 0.03% | +3,508+107.5% | 加碼 |
| Truist Financial Corp | 6,781 | $202.4 萬 | 0.00% | −2,149−24.1% | 減碼 |
| Washington Trust Advisors, Inc. | 6,783 | $202.5 萬 | 0.16% | −125−1.8% | 減碼 |
| Dana Investment Advisors, Inc. | 6,807 | $203.2 萬 | 0.06% | +603+9.7% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 7,060 | $210.7 萬 | 0.12% | +2,397+51.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,125 | $212.7 萬 | 0.07% | +37+0.5% | 加碼 |
| Princeton Capital Management LLC | 7,150 | $213.4 萬 | 0.58% | +467+7.0% | 加碼 |
| Monument Capital Management | 7,171 | $214.1 萬 | 0.54% | +57+0.8% | 加碼 |
| Credit Agricole S A | 7,296 | $217.8 萬 | 0.01% | −700−8.8% | 減碼 |