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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 54,206 | $1,618 萬 | 0.24% | 00.0% | 不變 |
| Frontier Capital Management Co LLC | 52,890 | $1,579 萬 | 0.16% | +15,463+41.3% | 加碼 |
| Marsico Capital Management LLC | 50,839 | $1,518 萬 | 0.45% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 50,118 | $1,496 萬 | 0.12% | −3,520−6.6% | 減碼 |
| Woodline Partners LP | 50,083 | $1,495 萬 | 0.06% | +50,083 | 新進 |
| Freestone Grove Partners LP | 48,822 | $1,457 萬 | 0.11% | +2,046+4.4% | 加碼 |
| Empire Life Investments Inc. | 47,292 | $1,425 萬 | 0.87% | −5,049−9.6% | 減碼 |
| Royal Bank of Canada | 47,313 | $1,412 萬 | 0.00% | +14,249+43.1% | 加碼 |
| New York State Teachers Retirement System | 46,909 | $1,400 萬 | 0.03% | −1,253−2.6% | 減碼 |
| Wells Fargo & Company | 46,000 | $1,373 萬 | 0.00% | −842−1.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 45,433 | $1,356 萬 | 0.01% | +37,219+453.1% | 加碼 |
| California State Teachers Retirement System | 44,866 | $1,339 萬 | 0.01% | +8,343+22.8% | 加碼 |
| Epoch Investment Partners, Inc. | 44,475 | $1,328 萬 | 0.08% | −9,432−17.5% | 減碼 |
| CI Private Wealth, LLC | 43,669 | $1,298 萬 | 0.02% | +32,936+306.9% | 加碼 |
| Panagora Asset Management Inc | 41,268 | $1,232 萬 | 0.05% | +41,268 | 新進 |
| Barclays PLC | 40,869 | $1,220 萬 | 0.00% | +14,682+56.1% | 加碼 |
| Cresset Asset Management, LLC | 40,780 | $1,217 萬 | 0.05% | +70+0.2% | 加碼 |
| Mariner, LLC | 40,337 | $1,204 萬 | 0.01% | +19,987+98.2% | 加碼 |
| Jackson Wealth Management, LLC | 39,605 | $1,182 萬 | 1.22% | −500−1.2% | 減碼 |
| CWM, LLC | 39,349 | $1,175 萬 | 0.03% | +11,622+41.9% | 加碼 |
| Peregrine Capital Management LLC | 38,798 | $1,158 萬 | 0.43% | −2,048−5.0% | 減碼 |
| Morse Asset Management, Inc | 38,455 | $1,148 萬 | 2.39% | −219−0.6% | 減碼 |
| Interval Partners, LP | 36,714 | $1,096 萬 | 0.38% | −34,671−48.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 36,343 | $1,085 萬 | 0.02% | −325−0.9% | 減碼 |
| Leeward Investments, LLC - MA | 36,151 | $1,079 萬 | 0.53% | −1,244−3.3% | 減碼 |
| Van Eck Associates Corp | 35,989 | $1,074 萬 | 0.01% | +1,291+3.7% | 加碼 |
| Public Employees Retirement System of Ohio | 35,712 | $1,066 萬 | 0.03% | −369−1.0% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 35,668 | $1,065 萬 | 0.78% | −47,234−57.0% | 減碼 |
| Cander Asset Management LP | 35,610 | $1,063 萬 | 1.91% | +35,610 | 新進 |
| Vanguard Asset Management, Ltd | 34,792 | $1,039 萬 | 0.01% | +34,792 | 新進 |
| Segall Bryant & Hamill, LLC | 34,507 | $1,030 萬 | 0.15% | +34,507 | 新進 |
| Prana Capital Management, LP | 34,376 | $1,026 萬 | 0.31% | +12,327+55.9% | 加碼 |
| Stifel Financial Corp | 34,308 | $1,024 萬 | 0.01% | −2,557−6.9% | 減碼 |
| Natixis Advisors, L.P. | 33,949 | $1,013 萬 | 0.01% | −1,431−4.0% | 減碼 |
| Pinnacle Associates Ltd | 32,577 | $972.5 萬 | 0.12% | +10,943+50.6% | 加碼 |
| Glenmede Trust Co NA | 32,471 | $969.3 萬 | 0.05% | −2,743−7.8% | 減碼 |
| XTX Topco Ltd | 32,349 | $965.6 萬 | 0.17% | +32,349 | 新進 |
| Appleton Partners Inc | 31,925 | $953.0 萬 | 0.66% | +1,221+4.0% | 加碼 |
| Trexquant Investment LP | 30,884 | $921.9 萬 | 0.07% | +19,997+183.7% | 加碼 |
| Bokf, NA | 30,815 | $919.9 萬 | 0.14% | −6,716−17.9% | 減碼 |
| Jane Street Group, LLC | 30,576 | $912.7 萬 | 0.01% | +29,080+1,943.9% | 加碼 |
| Castleark Management LLC | 30,416 | $907.9 萬 | 0.30% | −1,630−5.1% | 減碼 |
| Colony Group, LLC | 29,884 | $897.2 萬 | 0.01% | +3,821+14.7% | 加碼 |
| Verdence Capital Advisors LLC | 29,805 | $889.7 萬 | 0.52% | −3,352−10.1% | 減碼 |
| Los Angeles Capital Management LLC | 28,732 | $857.7 萬 | 0.03% | −27,302−48.7% | 減碼 |
| FIL Ltd | 28,106 | $839.0 萬 | 0.01% | +28,106 | 新進 |
| Great West Life Assurance Co | 27,364 | $817.6 萬 | 0.01% | +432+1.6% | 加碼 |
| Channing Capital Management, LLC | 27,362 | $816.8 萬 | 0.21% | −192,366−87.5% | 減碼 |
| First Trust Advisors LP | 26,644 | $795.4 萬 | 0.01% | −2,495−8.6% | 減碼 |
| LPL Financial LLC | 26,274 | $784.3 萬 | 0.00% | +3,087+13.3% | 加碼 |
| Entropy Technologies, LP | 25,911 | $773.5 萬 | 0.36% | +25,911 | 新進 |
| Creative Planning | 25,207 | $752.4 萬 | 0.01% | +10,736+74.2% | 加碼 |
| Blair William & Co | 25,157 | $751.0 萬 | 0.02% | +12,039+91.8% | 加碼 |
| Sarasin & Partners LLP | 25,000 | $746.3 萬 | 0.09% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 26,006 | $725.7 萬 | 0.00% | +24,305+1,428.9% | 加碼 |
| Man Group plc | 24,130 | $720.3 萬 | 0.01% | −20,089−45.4% | 減碼 |
| SummitTX Capital, L.P. | 24,089 | $719.1 萬 | 0.23% | +17,676+275.6% | 加碼 |
| Dorsey Wright & Associates | 23,101 | $689.6 萬 | 0.85% | +10,634+85.3% | 加碼 |
| Algert Global LLC | 23,049 | $688.0 萬 | 0.10% | +12,950+128.2% | 加碼 |
| HRT Financial LP | 22,645 | $675.9 萬 | 0.02% | +17,303+323.9% | 加碼 |
| Thrivent Financial for Lutherans | 22,057 | $658.4 萬 | 0.01% | −1,137−4.9% | 減碼 |
| Advisors Capital Management, LLC | 21,641 | $646.0 萬 | 0.08% | −324−1.5% | 減碼 |
| New York State Common Retirement Fund | 21,401 | $638.8 萬 | 0.01% | −49,727−69.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 22,068 | $636.4 萬 | 0.01% | +7,109+47.5% | 加碼 |
| Peregrine Investment Management Inc | 21,210 | $633.1 萬 | 4.98% | −3,900−15.5% | 減碼 |
| BW Gestao de Investimentos Ltda. | 21,010 | $627.2 萬 | 0.28% | −502−2.3% | 減碼 |
| Fifth Third Bancorp | 20,929 | $624.7 萬 | 0.01% | +11,702+126.8% | 加碼 |
| Gotham Asset Management, LLC | 20,676 | $617.2 萬 | 0.02% | −112−0.5% | 減碼 |
| Susquehanna International Group, LLP | 20,525 | $612.7 萬 | 0.01% | +14,459+238.4% | 加碼 |
| Axxcess Wealth Management, LLC | 20,319 | $606.5 萬 | 0.19% | −323−1.6% | 減碼 |
| Natixis | 19,444 | $580.4 萬 | 0.02% | +19,444 | 新進 |
| MetLife Investment Management | 18,998 | $567.1 萬 | 0.03% | +129+0.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $543.9 萬 | 0.05% | 00.0% | 不變 |
| University of Texas/Texas Am Investment Managment Co | 17,781 | $530.8 萬 | 0.77% | +17,781 | 新進 |
| Amalgamated Bank | 17,615 | $525.8 萬 | 0.04% | +252+1.5% | 加碼 |
| Voya Investment Management LLC | 17,527 | $523.2 萬 | 0.01% | −10,033−36.4% | 減碼 |
| Zacks Investment Management | 17,242 | $514.7 萬 | 0.04% | −882−4.9% | 減碼 |
| PEAK6 LLC | 17,138 | $511.6 萬 | 0.15% | +17,138 | 新進 |
| Advisory Services Network, LLC | 17,048 | $508.9 萬 | 0.07% | +553+3.4% | 加碼 |
| Horizon Investments, LLC | 16,919 | $505.0 萬 | 0.06% | +15,972+1,686.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 16,789 | $501.2 萬 | 0.01% | +12,015+251.7% | 加碼 |
| Waratah Capital Advisors Ltd. | 16,581 | $495.0 萬 | 0.44% | −10,429−38.6% | 減碼 |
| Bridges Investment Management Inc | 16,460 | $491.3 萬 | 0.07% | +2,253+15.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 16,372 | $488.7 萬 | 0.03% | −205−1.2% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 16,137 | $481.7 萬 | 0.48% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 16,090 | $480.3 萬 | 0.23% | −8,105−33.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,868 | $473.7 萬 | 0.01% | +2,972+23.0% | 加碼 |
| Centric Wealth Management | 14,764 | $471.1 萬 | 0.94% | −76−0.5% | 減碼 |
| Vanguard Global Advisers, LLC | 15,711 | $469.0 萬 | 0.00% | +15,711 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 15,673 | $467.9 萬 | 0.04% | +95+0.6% | 加碼 |
| Syon Capital LLC | 15,625 | $466.4 萬 | 0.23% | −3,883−19.9% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 15,213 | $454.1 萬 | 0.01% | +7,729+103.3% | 加碼 |
| Alps Advisors Inc | 15,090 | $450.5 萬 | 0.02% | −136−0.9% | 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 |
| Mutual of America Capital Management LLC | 14,822 | $442.5 萬 | 0.05% | −1,275−7.9% | 減碼 |
| Mercer Global Advisors Inc | 14,802 | $441.9 萬 | 0.01% | +6,415+76.5% | 加碼 |
| State of Tennessee, Treasury Department | 14,734 | $439.8 萬 | 0.01% | 00.0% | 不變 |
| EFG International AG | 14,483 | $432.3 萬 | 0.09% | −12,338−46.0% | 減碼 |
| Polar Asset Management Partners Inc. | 14,457 | $431.6 萬 | 0.10% | −28,143−66.1% | 減碼 |