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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 107,831 | $3,219 萬 | 0.08% | −131,769−55.0% | 減碼 |
| Braun Stacey Associates Inc | 107,968 | $3,223 萬 | 1.07% | −2,423−2.2% | 減碼 |
| Westwood Holdings Group Inc. | 108,256 | $3,232 萬 | 0.24% | +35,817+49.4% | 加碼 |
| Marshall Wace, LLP | 109,630 | $3,273 萬 | 0.04% | +109,630 | 新進 |
| Canada Pension Plan Investment Board | 116,040 | $3,464 萬 | 0.02% | +29,520+34.1% | 加碼 |
| Global Alpha Capital Management Ltd. | 118,857 | $3,548 萬 | 2.13% | −800−0.7% | 減碼 |
| Ceredex Value Advisors LLC | 123,525 | $3,687 萬 | 1.16% | +23,215+23.1% | 加碼 |
| Royce & Associates LP | 126,617 | $3,780 萬 | 0.37% | +30,669+32.0% | 加碼 |
| Janus Henderson Group PLC | 127,872 | $3,817 萬 | 0.02% | +34,817+37.4% | 加碼 |
| Franklin Resources Inc | 133,903 | $3,997 萬 | 0.01% | −18,692−12.2% | 減碼 |
| TD Waterhouse Canada Inc. | 136,010 | $4,088 萬 | 0.12% | +122,502+906.9% | 加碼 |
| Nomura Asset Management International Inc. | 141,624 | $4,228 萬 | 0.07% | −70,118−33.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 144,432 | $4,311 萬 | 0.18% | +144,432 | 新進 |
| Capital International Investors | 155,769 | $4,650 萬 | 0.01% | −11,021−6.6% | 減碼 |
| Longaeva Partners L.P. | 157,263 | $4,694 萬 | 2.26% | +157,263 | 新進 |
| Manufacturers Life Insurance Company, The | 161,805 | $4,830 萬 | 0.04% | −307−0.2% | 減碼 |
| TimesSquare Capital Management, LLC | 165,966 | $4,954 萬 | 0.84% | −2,708−1.6% | 減碼 |
| Rockefeller Capital Management L.P. | 173,133 | $5,168 萬 | 0.09% | −1,959−1.1% | 減碼 |
| Renaissance Technologies LLC | 173,860 | $5,190 萬 | 0.08% | +160,260+1,178.4% | 加碼 |
| Quantinno Capital Management LP | 175,633 | $5,243 萬 | 0.09% | +62,154+54.8% | 加碼 |
| Schroder Investment Management Group | 190,927 | $5,446 萬 | 0.04% | +22,587+13.4% | 加碼 |
| Victory Capital Management Inc | 198,770 | $5,933 萬 | 0.04% | +7,784+4.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 232,571 | $6,942 萬 | 0.04% | +232,571 | 新進 |
| Bank of America Corp | 234,689 | $7,006 萬 | 0.01% | −6,921−2.9% | 減碼 |
| Vanguard Fiduciary Trust Co | 239,104 | $7,137 萬 | 0.02% | +239,104 | 新進 |
| Qube Research & Technologies Ltd | 248,864 | $7,429 萬 | 0.11% | +245,291+6,865.1% | 加碼 |
| William Blair Investment Management, LLC | 256,476 | $7,656 萬 | 0.25% | −74,551−22.5% | 減碼 |
| Stephens Investment Management Group LLC | 259,808 | $7,756 萬 | 1.06% | +14,746+6.0% | 加碼 |
| Artemis Investment Management LLP | 275,182 | $8,214 萬 | 0.87% | +69,495+33.8% | 加碼 |
| Charles Schwab Investment Management Inc | 275,310 | $8,218 萬 | 0.01% | +8,120+3.0% | 加碼 |
| UBS Group AG | 292,605 | $8,735 萬 | 0.02% | −59,179−16.8% | 減碼 |
| Paralel Advisors LLC | 300,000 | $8,955 萬 | 3.72% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 318,967 | $9,521 萬 | 0.11% | +112,410+54.4% | 加碼 |
| Bank of New York Mellon Corp | 319,237 | $9,530 萬 | 0.02% | −866−0.3% | 減碼 |
| Price T Rowe Associates Inc | 326,665 | $9,751 萬 | 0.01% | −290,667−47.1% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 331,109 | $9,884 萬 | 0.33% | +55,034+19.9% | 加碼 |
| Primecap Management Co | 353,950 | $1.06 億 | 0.08% | +133,900+60.8% | 加碼 |
| Northern Trust Corp | 357,164 | $1.07 億 | 0.01% | +36,729+11.5% | 加碼 |
| Balyasny Asset Management LLC | 369,040 | $1.10 億 | 0.22% | +322,934+700.4% | 加碼 |
| Point72 Asset Management, L.P. | 390,584 | $1.17 億 | 0.20% | +390,584 | 新進 |
| Bahl & Gaynor Inc | 401,833 | $1.20 億 | 0.60% | −19,735−4.7% | 減碼 |
| Fisher Asset Management, LLC | 424,719 | $1.27 億 | 0.04% | +104,914+32.8% | 加碼 |
| JPMorgan Chase & Co | 468,882 | $1.34 億 | 0.01% | +31,376+7.2% | 加碼 |
| Goldman Sachs Group Inc | 524,531 | $1.57 億 | 0.02% | +85,685+19.5% | 加碼 |
| Dimensional Fund Advisors LP | 548,530 | $1.64 億 | 0.03% | +16,554+3.1% | 加碼 |
| Boston Partners | 580,174 | $1.73 億 | 0.18% | −244,186−29.6% | 減碼 |
| Wellington Management Group LLP | 623,259 | $1.86 億 | 0.03% | −1,308,115−67.7% | 減碼 |
| Morgan Stanley | 917,801 | $2.74 億 | 0.02% | +231,198+33.7% | 加碼 |
| TD Asset Management Inc | 958,472 | $2.86 億 | 0.23% | −256,254−21.1% | 減碼 |
| Geode Capital Management, LLC | 1,043,338 | $3.11 億 | 0.02% | +118,438+12.8% | 加碼 |
| State Street Corp | 1,179,024 | $3.52 億 | 0.01% | +19,281+1.7% | 加碼 |
| AQR Capital Management LLC | 1,316,852 | $3.88 億 | 0.18% | +458,887+53.5% | 加碼 |
| Invesco Ltd. | 1,424,686 | $4.25 億 | 0.04% | +80,860+6.0% | 加碼 |
| FMR LLC | 1,669,662 | $4.98 億 | 0.03% | +413,420+32.9% | 加碼 |
| Vanguard Capital Management LLC | 1,694,949 | $5.06 億 | 0.01% | +1,694,949 | 新進 |
| Vanguard Portfolio Management LLC | 1,974,144 | $5.89 億 | 0.03% | +1,974,144 | 新進 |
| BlackRock, Inc. | 3,648,858 | $10.9 億 | 0.02% | +189,810+5.5% | 加碼 |
| Azora Capital LP | 0 | $0 | 0.00% | −118,110−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −86,785−100.0% | 清倉 |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −69,797−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −66,650−100.0% | 清倉 |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −46,881−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −32,661−100.0% | 清倉 |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −28,606−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −19,000−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,450−100.0% | 清倉 |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −13,096−100.0% | 清倉 |
| F/M Investments LLC | 0 | $0 | 0.00% | −10,253−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −9,788−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,474−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,100−100.0% | 清倉 |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −8,325−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,202−100.0% | 清倉 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −5,749−100.0% | 清倉 |
| Symmetry Investments LP | 0 | $0 | 0.00% | −4,280−100.0% | 清倉 |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,607−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,179−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,127−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −2,741−100.0% | 清倉 |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −2,581−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,237−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −1,787−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −1,707−100.0% | 清倉 |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −1,532−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −1,491−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −1,462−100.0% | 清倉 |
| Optimize Financial Inc | 0 | $0 | 0.00% | −1,436−100.0% | 清倉 |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −1,222−100.0% | 清倉 |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −1,197−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,036−100.0% | 清倉 |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −1,027−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −926−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −907−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −870−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −825−100.0% | 清倉 |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −821−100.0% | 清倉 |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −746−100.0% | 清倉 |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −731−100.0% | 清倉 |