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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 14,272 | $426.0 萬 | 0.24% | +14,272 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,147 | $422.3 萬 | 0.01% | +1,660+13.3% | 加碼 |
| Picton Mahoney Asset Management | 13,834 | $413.0 萬 | 0.04% | −12,300−47.1% | 減碼 |
| Transamerica Financial Advisors, Inc. | 13,563 | $404.9 萬 | 0.34% | −875−6.1% | 減碼 |
| Tremblant Capital Group | 13,481 | $402.4 萬 | 0.13% | −132,165−90.7% | 減碼 |
| Mitchell Capital Management Co | 12,947 | $386.5 萬 | 0.71% | +12,947 | 新進 |
| Captrust Financial Advisors | 12,945 | $386.3 萬 | 0.01% | +1,588+14.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 12,554 | $374.7 萬 | 0.01% | 00.0% | 不變 |
| JustInvest LLC | 12,453 | $371.7 萬 | 0.04% | +521+4.4% | 加碼 |
| US Bancorp | 12,402 | $370.2 萬 | 0.00% | +409+3.4% | 加碼 |
| Whittier Trust Co | 11,989 | $365.4 萬 | 0.04% | +11,093+1,238.1% | 加碼 |
| Citigroup Inc | 12,174 | $363.4 萬 | 0.00% | +2,775+29.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 11,836 | $353.3 萬 | 0.03% | +1,100+10.2% | 加碼 |
| Yousif Capital Management, LLC | 11,728 | $350.1 萬 | 0.04% | −573−4.7% | 減碼 |
| Rocky Mountain Advisers, LLC | 11,525 | $344.0 萬 | 0.98% | 00.0% | 不變 |
| CX Institutional | 11,376 | $339.6 萬 | 0.10% | +11,376 | 新進 |
| Louisiana State Employees Retirement System | 11,200 | $334.3 萬 | 0.06% | +500+4.7% | 加碼 |
| Brinker Capital Investments, LLC | 11,135 | $332.4 萬 | 0.03% | −1,136−9.3% | 減碼 |
| Vident Advisory, LLC | 10,835 | $323.4 萬 | 0.03% | +8,180+308.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 10,833 | $323.4 萬 | 0.05% | +8,530+370.4% | 加碼 |
| Bridge City Capital, LLC | 10,763 | $321.3 萬 | 0.89% | −69−0.6% | 減碼 |
| Handelsbanken Fonder AB | 10,657 | $318.1 萬 | 0.01% | 00.0% | 不變 |
| Arizona State Retirement System | 10,621 | $317.0 萬 | 0.02% | −120−1.1% | 減碼 |
| Ensign Peak Advisors, Inc | 10,463 | $312.3 萬 | 0.01% | +4,205+67.2% | 加碼 |
| Campbell Newman Asset Management Inc | 10,027 | $299.3 萬 | 0.24% | +173+1.8% | 加碼 |
| Vanguard Investments Australia, Ltd. | 9,701 | $289.6 萬 | 0.01% | +9,701 | 新進 |
| Emerald Investment Advisers, LLC | 9,699 | $289.5 萬 | 0.26% | +9,699 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,691 | $289.3 萬 | 0.01% | +12+0.1% | 加碼 |
| Intech Investment Management LLC | 9,306 | $277.8 萬 | 0.03% | +3,750+67.5% | 加碼 |
| State of Michigan Retirement System | 9,305 | $277.8 萬 | 0.01% | +200+2.2% | 加碼 |
| Advisors Asset Management, Inc. | 9,282 | $277.1 萬 | 0.05% | +217+2.4% | 加碼 |
| Eagle Rock Investment Company, LLC | 9,268 | $276.7 萬 | 0.40% | 00.0% | 不變 |
| DGS Capital Management, LLC | 9,031 | $269.6 萬 | 0.44% | +764+9.2% | 加碼 |
| Guggenheim Capital LLC | 8,962 | $267.5 萬 | 0.02% | −3,927−30.5% | 減碼 |
| Essex Investment Management Co LLC | 8,939 | $266.8 萬 | 0.42% | +170+1.9% | 加碼 |
| KLP Kapitalforvaltning AS | 8,820 | $263.3 萬 | 0.01% | +360+4.3% | 加碼 |
| South Dakota Investment Council | 8,817 | $263.2 萬 | 0.05% | +2,000+29.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,664 | $258.6 萬 | 0.04% | +11+0.1% | 加碼 |
| Pathstone Holdings, LLC | 8,595 | $256.6 萬 | 0.01% | +1,676+24.2% | 加碼 |
| Teacher Retirement System of Texas | 8,595 | $256.6 萬 | 0.01% | −2,282−21.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 8,553 | $255.3 萬 | 0.00% | +503+6.2% | 加碼 |
| Covea Finance | 8,400 | $250.7 萬 | 0.09% | −95,500−91.9% | 減碼 |
| HighTower Advisors, LLC | 8,356 | $249.4 萬 | 0.00% | +1,701+25.6% | 加碼 |
| James Investment Research Inc | 8,197 | $244.7 萬 | 0.27% | +13+0.2% | 加碼 |
| New Mexico Educational Retirement Board | 8,000 | $238.8 萬 | 0.07% | 00.0% | 不變 |
| Vestcor Inc | 7,975 | $238.1 萬 | 0.07% | +3,389+73.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 7,956 | $237.5 萬 | 0.03% | +197+2.5% | 加碼 |
| Summit Trail Advisors, LLC | 7,908 | $236.1 萬 | 0.03% | +1,334+20.3% | 加碼 |
| Element Squared LLC | 7,894 | $235.6 萬 | 1.33% | +7,894 | 新進 |
| Allstate Corp | 7,842 | $234.1 萬 | 0.03% | +7,842 | 新進 |
| Hancock Whitney Corp | 7,284 | $234.0 萬 | 0.04% | +79+1.1% | 加碼 |
| Hager Investment Management Services, LLC | 7,812 | $233.2 萬 | 1.28% | +25+0.3% | 加碼 |
| HSBC Holdings PLC | 7,565 | $228.0 萬 | 0.00% | +6,075+407.7% | 加碼 |
| Bank of Montreal | 7,639 | $228.0 萬 | 0.00% | +319+4.4% | 加碼 |
| Axq Capital, LP | 7,526 | $224.7 萬 | 0.29% | +7,526 | 新進 |
| Cetera Investment Advisers | 7,481 | $223.3 萬 | 0.00% | +441+6.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 7,393 | $220.7 萬 | 0.01% | −1,024−12.2% | 減碼 |
| Credit Agricole S A | 7,296 | $217.8 萬 | 0.01% | −700−8.8% | 減碼 |
| Monument Capital Management | 7,171 | $214.1 萬 | 0.54% | +57+0.8% | 加碼 |
| Princeton Capital Management LLC | 7,150 | $213.4 萬 | 0.58% | +467+7.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,125 | $212.7 萬 | 0.07% | +37+0.5% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 7,060 | $210.7 萬 | 0.12% | +2,397+51.4% | 加碼 |
| Dana Investment Advisors, Inc. | 6,807 | $203.2 萬 | 0.06% | +603+9.7% | 加碼 |
| Washington Trust Advisors, Inc. | 6,783 | $202.5 萬 | 0.16% | −125−1.8% | 減碼 |
| Truist Financial Corp | 6,781 | $202.4 萬 | 0.00% | −2,149−24.1% | 減碼 |
| Illinois Municipal Retirement Fund | 6,771 | $202.1 萬 | 0.03% | +3,508+107.5% | 加碼 |
| Aquatic Capital Management LLC | 6,707 | $200.2 萬 | 0.06% | +6,707 | 新進 |
| MAI Capital Management | 6,576 | $196.3 萬 | 0.01% | +1,092+19.9% | 加碼 |
| Radnor Capital Management, LLC | 6,480 | $193.4 萬 | 0.29% | +30+0.5% | 加碼 |
| Prudential Financial Inc | 6,461 | $192.9 萬 | 0.00% | +3,990+161.5% | 加碼 |
| Pallas Capital Advisors LLC | 6,437 | $192.2 萬 | 0.07% | −253−3.8% | 減碼 |
| Huntington National Bank | 6,314 | $188.5 萬 | 0.01% | +6,143+3,592.4% | 加碼 |
| Pictet Asset Management Holding SA | 6,257 | $186.8 萬 | 0.00% | +394+6.7% | 加碼 |
| Nitorum Capital, L.P. | 6,225 | $185.8 萬 | 1.63% | −20,377−76.6% | 減碼 |
| CWM Advisors, LLC | 6,202 | $185.1 萬 | 0.11% | −2,107−25.4% | 減碼 |
| Walleye Capital LLC | 6,197 | $185.0 萬 | 0.01% | −88,309−93.4% | 減碼 |
| Sargent Investment Group, LLC | 6,180 | $184.5 萬 | 0.24% | +7+0.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,825 | $177.5 萬 | 0.04% | +5,747+7,367.9% | 加碼 |
| Valley National Advisers Inc | 5,590 | $166.7 萬 | 0.22% | −43−0.8% | 減碼 |
| New Age Alpha Advisors, LLC | 5,500 | $164.2 萬 | 0.08% | −115−2.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 5,466 | $163.2 萬 | 0.01% | −1,949−26.3% | 減碼 |
| Sit Investment Associates Inc | 5,415 | $161.6 萬 | 0.03% | +550+11.3% | 加碼 |
| OP Asset Management Ltd | 5,282 | $157.7 萬 | 0.02% | +5,282 | 新進 |
| Croban | 5,271 | $157.3 萬 | 0.74% | −104−1.9% | 減碼 |
| Nations Financial Group Inc, | 5,102 | $152.3 萬 | 0.08% | +342+7.2% | 加碼 |
| Buckingham Strategic Partners | 5,070 | $151.3 萬 | 0.02% | +1,131+28.7% | 加碼 |
| Catalyst Capital Advisors LLC | 5,025 | $150.0 萬 | 0.03% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 4,932 | $147.2 萬 | 0.04% | +4,932 | 新進 |
| Chicago Partners Investment Group LLC | 4,170 | $146.8 萬 | 0.03% | +2,624+169.7% | 加碼 |
| Angeles Wealth Management, LLC | 4,892 | $146.0 萬 | 0.08% | +79+1.6% | 加碼 |
| Summit Place Financial Advisors, LLC | 4,734 | $141.3 萬 | 0.68% | +5+0.1% | 加碼 |
| Toroso Investments, LLC | 4,908 | $140.8 萬 | 0.00% | +3,897+385.5% | 加碼 |
| Merit Financial Group, LLC | 4,706 | $140.5 萬 | 0.01% | +957+25.5% | 加碼 |
| Cornerstone Investment Partners, LLC | 4,699 | $140.3 萬 | 0.06% | +298+6.8% | 加碼 |
| Great Diamond Partners, LLC | 4,653 | $138.9 萬 | 0.27% | +766+19.7% | 加碼 |
| Pacer Advisors, Inc. | 4,558 | $136.1 萬 | 0.00% | −73−1.6% | 減碼 |
| Xponance, Inc. | 4,537 | $135.4 萬 | 0.01% | +1,033+29.5% | 加碼 |
| Legato Capital Management LLC | 4,535 | $135.4 萬 | 0.12% | −3,233−41.6% | 減碼 |
| Martingale Asset Management L P | 4,470 | $133.4 萬 | 0.03% | +950+27.0% | 加碼 |
| Brighton Jones LLC | 4,427 | $132.2 萬 | 0.03% | +4,427 | 新進 |