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 |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 24,089 | $719.1 萬 | 0.23% | +17,676+275.6% | 加碼 |
| Man Group plc | 24,130 | $720.3 萬 | 0.01% | −20,089−45.4% | 減碼 |
| Jones Financial Companies LLLP | 26,006 | $725.7 萬 | 0.00% | +24,305+1,428.9% | 加碼 |
| Sarasin & Partners LLP | 25,000 | $746.3 萬 | 0.09% | 00.0% | 不變 |
| Blair William & Co | 25,157 | $751.0 萬 | 0.02% | +12,039+91.8% | 加碼 |
| Creative Planning | 25,207 | $752.4 萬 | 0.01% | +10,736+74.2% | 加碼 |
| Entropy Technologies, LP | 25,911 | $773.5 萬 | 0.36% | +25,911 | 新進 |
| LPL Financial LLC | 26,274 | $784.3 萬 | 0.00% | +3,087+13.3% | 加碼 |
| First Trust Advisors LP | 26,644 | $795.4 萬 | 0.01% | −2,495−8.6% | 減碼 |
| Channing Capital Management, LLC | 27,362 | $816.8 萬 | 0.21% | −192,366−87.5% | 減碼 |
| Great West Life Assurance Co | 27,364 | $817.6 萬 | 0.01% | +432+1.6% | 加碼 |
| FIL Ltd | 28,106 | $839.0 萬 | 0.01% | +28,106 | 新進 |
| Los Angeles Capital Management LLC | 28,732 | $857.7 萬 | 0.03% | −27,302−48.7% | 減碼 |
| Verdence Capital Advisors LLC | 29,805 | $889.7 萬 | 0.52% | −3,352−10.1% | 減碼 |
| Colony Group, LLC | 29,884 | $897.2 萬 | 0.01% | +3,821+14.7% | 加碼 |
| Castleark Management LLC | 30,416 | $907.9 萬 | 0.30% | −1,630−5.1% | 減碼 |
| Jane Street Group, LLC | 30,576 | $912.7 萬 | 0.01% | +29,080+1,943.9% | 加碼 |
| Bokf, NA | 30,815 | $919.9 萬 | 0.14% | −6,716−17.9% | 減碼 |
| Trexquant Investment LP | 30,884 | $921.9 萬 | 0.07% | +19,997+183.7% | 加碼 |
| Appleton Partners Inc | 31,925 | $953.0 萬 | 0.66% | +1,221+4.0% | 加碼 |
| XTX Topco Ltd | 32,349 | $965.6 萬 | 0.17% | +32,349 | 新進 |
| Glenmede Trust Co NA | 32,471 | $969.3 萬 | 0.05% | −2,743−7.8% | 減碼 |
| Pinnacle Associates Ltd | 32,577 | $972.5 萬 | 0.12% | +10,943+50.6% | 加碼 |
| Natixis Advisors, L.P. | 33,949 | $1,013 萬 | 0.01% | −1,431−4.0% | 減碼 |
| Stifel Financial Corp | 34,308 | $1,024 萬 | 0.01% | −2,557−6.9% | 減碼 |
| Prana Capital Management, LP | 34,376 | $1,026 萬 | 0.31% | +12,327+55.9% | 加碼 |
| Segall Bryant & Hamill, LLC | 34,507 | $1,030 萬 | 0.15% | +34,507 | 新進 |
| Vanguard Asset Management, Ltd | 34,792 | $1,039 萬 | 0.01% | +34,792 | 新進 |
| Cander Asset Management LP | 35,610 | $1,063 萬 | 1.91% | +35,610 | 新進 |
| Cramer Rosenthal McGlynn LLC | 35,668 | $1,065 萬 | 0.78% | −47,234−57.0% | 減碼 |
| Public Employees Retirement System of Ohio | 35,712 | $1,066 萬 | 0.03% | −369−1.0% | 減碼 |
| Van Eck Associates Corp | 35,989 | $1,074 萬 | 0.01% | +1,291+3.7% | 加碼 |
| Leeward Investments, LLC - MA | 36,151 | $1,079 萬 | 0.53% | −1,244−3.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 36,343 | $1,085 萬 | 0.02% | −325−0.9% | 減碼 |
| Interval Partners, LP | 36,714 | $1,096 萬 | 0.38% | −34,671−48.6% | 減碼 |
| Morse Asset Management, Inc | 38,455 | $1,148 萬 | 2.39% | −219−0.6% | 減碼 |
| Peregrine Capital Management LLC | 38,798 | $1,158 萬 | 0.43% | −2,048−5.0% | 減碼 |
| CWM, LLC | 39,349 | $1,175 萬 | 0.03% | +11,622+41.9% | 加碼 |
| Jackson Wealth Management, LLC | 39,605 | $1,182 萬 | 1.22% | −500−1.2% | 減碼 |
| Mariner, LLC | 40,337 | $1,204 萬 | 0.01% | +19,987+98.2% | 加碼 |
| Cresset Asset Management, LLC | 40,780 | $1,217 萬 | 0.05% | +70+0.2% | 加碼 |
| Barclays PLC | 40,869 | $1,220 萬 | 0.00% | +14,682+56.1% | 加碼 |
| Panagora Asset Management Inc | 41,268 | $1,232 萬 | 0.05% | +41,268 | 新進 |
| CI Private Wealth, LLC | 43,669 | $1,298 萬 | 0.02% | +32,936+306.9% | 加碼 |
| Epoch Investment Partners, Inc. | 44,475 | $1,328 萬 | 0.08% | −9,432−17.5% | 減碼 |
| California State Teachers Retirement System | 44,866 | $1,339 萬 | 0.01% | +8,343+22.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 45,433 | $1,356 萬 | 0.01% | +37,219+453.1% | 加碼 |
| Wells Fargo & Company | 46,000 | $1,373 萬 | 0.00% | −842−1.8% | 減碼 |
| New York State Teachers Retirement System | 46,909 | $1,400 萬 | 0.03% | −1,253−2.6% | 減碼 |
| Royal Bank of Canada | 47,313 | $1,412 萬 | 0.00% | +14,249+43.1% | 加碼 |
| Empire Life Investments Inc. | 47,292 | $1,425 萬 | 0.87% | −5,049−9.6% | 減碼 |
| Freestone Grove Partners LP | 48,822 | $1,457 萬 | 0.11% | +2,046+4.4% | 加碼 |
| Woodline Partners LP | 50,083 | $1,495 萬 | 0.06% | +50,083 | 新進 |
| Schonfeld Strategic Advisors LLC | 50,118 | $1,496 萬 | 0.12% | −3,520−6.6% | 減碼 |
| Marsico Capital Management LLC | 50,839 | $1,518 萬 | 0.45% | 00.0% | 不變 |
| Frontier Capital Management Co LLC | 52,890 | $1,579 萬 | 0.16% | +15,463+41.3% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 54,206 | $1,618 萬 | 0.24% | 00.0% | 不變 |
| STRS Ohio | 54,882 | $1,638 萬 | 0.06% | −10.0% | 減碼 |
| Legal & General Group Plc | 54,895 | $1,639 萬 | 0.00% | −4,970−8.3% | 減碼 |
| CCM Investment Advisers LLC | 54,963 | $1,641 萬 | 1.57% | −899−1.6% | 減碼 |
| Amundi | 55,529 | $1,658 萬 | 0.00% | +45,162+435.6% | 加碼 |
| Ameriprise Financial Inc | 55,954 | $1,670 萬 | 0.00% | +1,199+2.2% | 加碼 |
| State of Wisconsin Investment Board | 56,997 | $1,701 萬 | 0.04% | −6,498−10.2% | 減碼 |
| Deutsche Bank AG | 57,094 | $1,704 萬 | 0.01% | +43,414+317.4% | 加碼 |
| Cookson Peirce & Co Inc | 57,450 | $1,715 萬 | 0.73% | −836−1.4% | 減碼 |
| Agf Management Ltd | 58,508 | $1,747 萬 | 0.08% | −1,419−2.4% | 減碼 |
| GW&K Investment Management, LLC | 59,232 | $1,768 萬 | 0.16% | +3,233+5.8% | 加碼 |
| Boston Trust Walden Corp | 61,316 | $1,830 萬 | 0.15% | +61,316 | 新進 |
| Cerity Partners LLC | 61,453 | $1,834 萬 | 0.03% | +12,510+25.6% | 加碼 |
| Treasurer of the State of North Carolina | 63,080 | $1,883 萬 | 0.06% | +4,945+8.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 64,882 | $1,937 萬 | 0.08% | +61,000+1,571.4% | 加碼 |
| Citadel Advisors LLC | 66,075 | $1,972 萬 | 0.01% | −22,067−25.0% | 減碼 |
| Envestnet Asset Management Inc | 66,536 | $1,986 萬 | 0.01% | +1,241+1.9% | 加碼 |
| Macquarie Group Ltd | 66,537 | $1,986 萬 | 0.12% | −133,959−66.8% | 減碼 |
| Millennium Management LLC | 69,158 | $2,064 萬 | 0.02% | −467,488−87.1% | 減碼 |
| Alliancebernstein L.P. | 61,043 | $2,077 萬 | 0.01% | −356−0.6% | 減碼 |
| ProShare Advisors LLC | 70,116 | $2,093 萬 | 0.03% | −34,554−33.0% | 減碼 |
| California Public Employees Retirement System | 72,919 | $2,177 萬 | 0.01% | +2,755+3.9% | 加碼 |
| Nuveen, LLC | 73,400 | $2,191 萬 | 0.01% | +80.0% | 加碼 |
| SEI Investments Co | 74,402 | $2,221 萬 | 0.02% | +12,967+21.1% | 加碼 |
| Junto Capital Management LP | 74,760 | $2,232 萬 | 0.47% | −147,235−66.3% | 減碼 |
| Neuberger Berman Group LLC | 75,135 | $2,243 萬 | 0.02% | −105,169−58.3% | 減碼 |
| Swiss National Bank | 76,560 | $2,285 萬 | 0.01% | +480+0.6% | 加碼 |
| Russell Investments Group, Ltd. | 78,241 | $2,335 萬 | 0.03% | +52,568+204.8% | 加碼 |
| American Century Companies Inc | 83,303 | $2,487 萬 | 0.01% | −27,861−25.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 85,197 | $2,543 萬 | 0.14% | +6,392+8.1% | 加碼 |
| Principal Financial Group Inc | 86,286 | $2,576 萬 | 0.01% | +1,807+2.1% | 加碼 |
| UBS Asset Management Americas Inc | 87,293 | $2,606 萬 | 0.01% | +2,434+2.9% | 加碼 |
| Engineers Gate Manager LP | 88,415 | $2,639 萬 | 0.33% | +49,810+129.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 89,900 | $2,684 萬 | 0.04% | +89,900 | 新進 |
| Bridgewater Associates, LP | 90,438 | $2,700 萬 | 0.12% | −17,987−16.6% | 減碼 |
| Lord, Abbett & Co. LLC | 91,902 | $2,743 萬 | 0.09% | −289,999−75.9% | 減碼 |
| Ieq Capital, LLC | 94,874 | $2,832 萬 | 0.13% | +20,823+28.1% | 加碼 |
| WCM Investment Management, LLC | 100,148 | $2,856 萬 | 0.07% | −3,674−3.5% | 減碼 |
| Raymond James Financial Inc | 100,242 | $2,973 萬 | 0.01% | −46,437−31.7% | 減碼 |
| Rhumbline Advisers | 100,437 | $2,998 萬 | 0.03% | +1,806+1.8% | 加碼 |
| Retirement Systems of Alabama | 100,589 | $3,003 萬 | 0.10% | +997+1.0% | 加碼 |
| Two Sigma Investments, LP | 101,485 | $3,029 萬 | 0.03% | +92,374+1,013.9% | 加碼 |
| SG Americas Securities, LLC | 103,006 | $3,075 萬 | 0.03% | +100,422+3,886.3% | 加碼 |
| Allianz Asset Management GmbH | 106,178 | $3,170 萬 | 0.04% | +65,239+159.4% | 加碼 |