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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 7,393 | $220.7 萬 | 0.01% | −1,024−12.2% | 減碼 |
| Cetera Investment Advisers | 7,481 | $223.3 萬 | 0.00% | +441+6.3% | 加碼 |
| Axq Capital, LP | 7,526 | $224.7 萬 | 0.29% | +7,526 | 新進 |
| Bank of Montreal | 7,639 | $228.0 萬 | 0.00% | +319+4.4% | 加碼 |
| HSBC Holdings PLC | 7,565 | $228.0 萬 | 0.00% | +6,075+407.7% | 加碼 |
| Hager Investment Management Services, LLC | 7,812 | $233.2 萬 | 1.28% | +25+0.3% | 加碼 |
| Hancock Whitney Corp | 7,284 | $234.0 萬 | 0.04% | +79+1.1% | 加碼 |
| Allstate Corp | 7,842 | $234.1 萬 | 0.03% | +7,842 | 新進 |
| Element Squared LLC | 7,894 | $235.6 萬 | 1.33% | +7,894 | 新進 |
| Summit Trail Advisors, LLC | 7,908 | $236.1 萬 | 0.03% | +1,334+20.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 7,956 | $237.5 萬 | 0.03% | +197+2.5% | 加碼 |
| Vestcor Inc | 7,975 | $238.1 萬 | 0.07% | +3,389+73.9% | 加碼 |
| New Mexico Educational Retirement Board | 8,000 | $238.8 萬 | 0.07% | 00.0% | 不變 |
| James Investment Research Inc | 8,197 | $244.7 萬 | 0.27% | +13+0.2% | 加碼 |
| HighTower Advisors, LLC | 8,356 | $249.4 萬 | 0.00% | +1,701+25.6% | 加碼 |
| Covea Finance | 8,400 | $250.7 萬 | 0.09% | −95,500−91.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 8,553 | $255.3 萬 | 0.00% | +503+6.2% | 加碼 |
| Teacher Retirement System of Texas | 8,595 | $256.6 萬 | 0.01% | −2,282−21.0% | 減碼 |
| Pathstone Holdings, LLC | 8,595 | $256.6 萬 | 0.01% | +1,676+24.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,664 | $258.6 萬 | 0.04% | +11+0.1% | 加碼 |
| South Dakota Investment Council | 8,817 | $263.2 萬 | 0.05% | +2,000+29.3% | 加碼 |
| KLP Kapitalforvaltning AS | 8,820 | $263.3 萬 | 0.01% | +360+4.3% | 加碼 |
| Essex Investment Management Co LLC | 8,939 | $266.8 萬 | 0.42% | +170+1.9% | 加碼 |
| Guggenheim Capital LLC | 8,962 | $267.5 萬 | 0.02% | −3,927−30.5% | 減碼 |
| DGS Capital Management, LLC | 9,031 | $269.6 萬 | 0.44% | +764+9.2% | 加碼 |
| Eagle Rock Investment Company, LLC | 9,268 | $276.7 萬 | 0.40% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 9,282 | $277.1 萬 | 0.05% | +217+2.4% | 加碼 |
| State of Michigan Retirement System | 9,305 | $277.8 萬 | 0.01% | +200+2.2% | 加碼 |
| Intech Investment Management LLC | 9,306 | $277.8 萬 | 0.03% | +3,750+67.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,691 | $289.3 萬 | 0.01% | +12+0.1% | 加碼 |
| Emerald Investment Advisers, LLC | 9,699 | $289.5 萬 | 0.26% | +9,699 | 新進 |
| Vanguard Investments Australia, Ltd. | 9,701 | $289.6 萬 | 0.01% | +9,701 | 新進 |
| Campbell Newman Asset Management Inc | 10,027 | $299.3 萬 | 0.24% | +173+1.8% | 加碼 |
| Ensign Peak Advisors, Inc | 10,463 | $312.3 萬 | 0.01% | +4,205+67.2% | 加碼 |
| Arizona State Retirement System | 10,621 | $317.0 萬 | 0.02% | −120−1.1% | 減碼 |
| Handelsbanken Fonder AB | 10,657 | $318.1 萬 | 0.01% | 00.0% | 不變 |
| Bridge City Capital, LLC | 10,763 | $321.3 萬 | 0.89% | −69−0.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 10,833 | $323.4 萬 | 0.05% | +8,530+370.4% | 加碼 |
| Vident Advisory, LLC | 10,835 | $323.4 萬 | 0.03% | +8,180+308.1% | 加碼 |
| Brinker Capital Investments, LLC | 11,135 | $332.4 萬 | 0.03% | −1,136−9.3% | 減碼 |
| Louisiana State Employees Retirement System | 11,200 | $334.3 萬 | 0.06% | +500+4.7% | 加碼 |
| CX Institutional | 11,376 | $339.6 萬 | 0.10% | +11,376 | 新進 |
| Rocky Mountain Advisers, LLC | 11,525 | $344.0 萬 | 0.98% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 11,728 | $350.1 萬 | 0.04% | −573−4.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 11,836 | $353.3 萬 | 0.03% | +1,100+10.2% | 加碼 |
| Citigroup Inc | 12,174 | $363.4 萬 | 0.00% | +2,775+29.5% | 加碼 |
| Whittier Trust Co | 11,989 | $365.4 萬 | 0.04% | +11,093+1,238.1% | 加碼 |
| US Bancorp | 12,402 | $370.2 萬 | 0.00% | +409+3.4% | 加碼 |
| JustInvest LLC | 12,453 | $371.7 萬 | 0.04% | +521+4.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 12,554 | $374.7 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 12,945 | $386.3 萬 | 0.01% | +1,588+14.0% | 加碼 |
| Mitchell Capital Management Co | 12,947 | $386.5 萬 | 0.71% | +12,947 | 新進 |
| Tremblant Capital Group | 13,481 | $402.4 萬 | 0.13% | −132,165−90.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 13,563 | $404.9 萬 | 0.34% | −875−6.1% | 減碼 |
| Picton Mahoney Asset Management | 13,834 | $413.0 萬 | 0.04% | −12,300−47.1% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,147 | $422.3 萬 | 0.01% | +1,660+13.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 14,272 | $426.0 萬 | 0.24% | +14,272 | 新進 |
| Polar Asset Management Partners Inc. | 14,457 | $431.6 萬 | 0.10% | −28,143−66.1% | 減碼 |
| EFG International AG | 14,483 | $432.3 萬 | 0.09% | −12,338−46.0% | 減碼 |
| State of Tennessee, Treasury Department | 14,734 | $439.8 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 14,802 | $441.9 萬 | 0.01% | +6,415+76.5% | 加碼 |
| Mutual of America Capital Management LLC | 14,822 | $442.5 萬 | 0.05% | −1,275−7.9% | 減碼 |
| Harbor Advisors LLC | 15,000 | $447.8 萬 | 0.65% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 15,000 | $447.8 萬 | 0.01% | +15,000 | 新進 |
| Alps Advisors Inc | 15,090 | $450.5 萬 | 0.02% | −136−0.9% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 15,213 | $454.1 萬 | 0.01% | +7,729+103.3% | 加碼 |
| Syon Capital LLC | 15,625 | $466.4 萬 | 0.23% | −3,883−19.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 15,673 | $467.9 萬 | 0.04% | +95+0.6% | 加碼 |
| Vanguard Global Advisers, LLC | 15,711 | $469.0 萬 | 0.00% | +15,711 | 新進 |
| Centric Wealth Management | 14,764 | $471.1 萬 | 0.94% | −76−0.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,868 | $473.7 萬 | 0.01% | +2,972+23.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 16,090 | $480.3 萬 | 0.23% | −8,105−33.5% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 16,137 | $481.7 萬 | 0.48% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 16,372 | $488.7 萬 | 0.03% | −205−1.2% | 減碼 |
| Bridges Investment Management Inc | 16,460 | $491.3 萬 | 0.07% | +2,253+15.9% | 加碼 |
| Waratah Capital Advisors Ltd. | 16,581 | $495.0 萬 | 0.44% | −10,429−38.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 16,789 | $501.2 萬 | 0.01% | +12,015+251.7% | 加碼 |
| Horizon Investments, LLC | 16,919 | $505.0 萬 | 0.06% | +15,972+1,686.6% | 加碼 |
| Advisory Services Network, LLC | 17,048 | $508.9 萬 | 0.07% | +553+3.4% | 加碼 |
| PEAK6 LLC | 17,138 | $511.6 萬 | 0.15% | +17,138 | 新進 |
| Zacks Investment Management | 17,242 | $514.7 萬 | 0.04% | −882−4.9% | 減碼 |
| Voya Investment Management LLC | 17,527 | $523.2 萬 | 0.01% | −10,033−36.4% | 減碼 |
| Amalgamated Bank | 17,615 | $525.8 萬 | 0.04% | +252+1.5% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 17,781 | $530.8 萬 | 0.77% | +17,781 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $543.9 萬 | 0.05% | 00.0% | 不變 |
| MetLife Investment Management | 18,998 | $567.1 萬 | 0.03% | +129+0.7% | 加碼 |
| Natixis | 19,444 | $580.4 萬 | 0.02% | +19,444 | 新進 |
| Axxcess Wealth Management, LLC | 20,319 | $606.5 萬 | 0.19% | −323−1.6% | 減碼 |
| Susquehanna International Group, LLP | 20,525 | $612.7 萬 | 0.01% | +14,459+238.4% | 加碼 |
| Gotham Asset Management, LLC | 20,676 | $617.2 萬 | 0.02% | −112−0.5% | 減碼 |
| Fifth Third Bancorp | 20,929 | $624.7 萬 | 0.01% | +11,702+126.8% | 加碼 |
| BW Gestao de Investimentos Ltda. | 21,010 | $627.2 萬 | 0.28% | −502−2.3% | 減碼 |
| Peregrine Investment Management Inc | 21,210 | $633.1 萬 | 4.98% | −3,900−15.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 22,068 | $636.4 萬 | 0.01% | +7,109+47.5% | 加碼 |
| New York State Common Retirement Fund | 21,401 | $638.8 萬 | 0.01% | −49,727−69.9% | 減碼 |
| Advisors Capital Management, LLC | 21,641 | $646.0 萬 | 0.08% | −324−1.5% | 減碼 |
| Thrivent Financial for Lutherans | 22,057 | $658.4 萬 | 0.01% | −1,137−4.9% | 減碼 |
| HRT Financial LP | 22,645 | $675.9 萬 | 0.02% | +17,303+323.9% | 加碼 |
| Algert Global LLC | 23,049 | $688.0 萬 | 0.10% | +12,950+128.2% | 加碼 |
| Dorsey Wright & Associates | 23,101 | $689.6 萬 | 0.85% | +10,634+85.3% | 加碼 |