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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 1,509 | $45.0 萬 | 0.00% | −231−13.3% | 減碼 |
| Harbor Investment Advisory, LLC | 1,495 | $44.6 萬 | 0.04% | −150−9.1% | 減碼 |
| Sterling Capital Management LLC | 1,449 | $43.3 萬 | 0.01% | −953−39.7% | 減碼 |
| GAMMA Investing LLC | 1,449 | $43.3 萬 | 0.02% | +207+16.7% | 加碼 |
| Transcend Wealth Collective, LLC | 1,424 | $42.5 萬 | 0.03% | +333+30.5% | 加碼 |
| Quadrant Capital Group LLC | 1,403 | $41.9 萬 | 0.01% | −41−2.8% | 減碼 |
| Bond & Devick Financial Network, Inc. | 1,400 | $41.8 萬 | 0.12% | 00.0% | 不變 |
| Pinebridge Investments LLC | 1,382 | $41.3 萬 | 0.00% | +1,382 | 新進 |
| Diametric Capital, LP | 1,381 | $41.2 萬 | 0.11% | +1,381 | 新進 |
| Fielder Capital Group LLC | 1,380 | $41.2 萬 | 0.09% | −15−1.1% | 減碼 |
| Great Lakes Advisors, LLC | 1,347 | $40.2 萬 | 0.00% | −42−3.0% | 減碼 |
| Toronto Dominion Bank | 1,345 | $40.2 萬 | 0.00% | −389−22.4% | 減碼 |
| HGK Asset Management Inc | 1,341 | $40.0 萬 | 0.06% | −1,416−51.4% | 減碼 |
| Custom Index Systems, LLC | 1,333 | $39.8 萬 | 0.17% | +130+10.8% | 加碼 |
| Ritholtz Wealth Management | 1,325 | $39.5 萬 | 0.01% | −180−12.0% | 減碼 |
| Everence Capital Management Inc | 1,302 | $38.9 萬 | 0.02% | +422+48.0% | 加碼 |
| Wealthspire Advisors, LLC | 1,299 | $38.8 萬 | 0.00% | −158−10.8% | 減碼 |
| Benjamin Edwards Inc | 1,292 | $38.6 萬 | 0.00% | +435+50.8% | 加碼 |
| Shelton Capital Management | 1,268 | $37.9 萬 | 0.01% | 00.0% | 不變 |
| Insight Wealth Partners, LLC | 1,254 | $37.4 萬 | 0.15% | 00.0% | 不變 |
| First Bank & Trust | 1,247 | $37.2 萬 | 0.06% | +12+1.0% | 加碼 |
| Jefferies Financial Group Inc. | 1,241 | $37.0 萬 | 0.00% | −7,036−85.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 1,200 | $36.6 萬 | 0.01% | −62−4.9% | 減碼 |
| Magnetar Financial LLC | 1,222 | $36.5 萬 | 0.00% | +1,222 | 新進 |
| Lido Advisors, LLC | 1,203 | $35.9 萬 | 0.00% | +82+7.3% | 加碼 |
| CIBC Asset Management Inc | 1,193 | $35.6 萬 | 0.00% | 00.0% | 不變 |
| Stephens Inc | 1,182 | $35.3 萬 | 0.00% | +46+4.0% | 加碼 |
| United Capital Financial Advisers, LLC | 1,181 | $35.3 萬 | 0.00% | +30+2.6% | 加碼 |
| Wedmont Private Capital | 1,081 | $35.2 萬 | 0.01% | +166+18.1% | 加碼 |
| AlphaGrep UK Ltd | 1,177 | $35.1 萬 | 0.10% | +1,177 | 新進 |
| KBC Group NV | 1,177 | $35.1 萬 | 0.00% | +92+8.5% | 加碼 |
| Brevan Howard Capital Management LP | 1,163 | $34.7 萬 | 0.00% | +1,163 | 新進 |
| Vann Equity Management LLC | 1,159 | $34.6 萬 | 0.25% | +1,159 | 新進 |
| Laird Norton Trust Company, LLC | 1,143 | $34.1 萬 | 0.01% | −29−2.5% | 減碼 |
| Qtron Investments LLC | 1,128 | $33.7 萬 | 0.05% | +1,128 | 新進 |
| AE Wealth Management LLC | 1,117 | $33.4 萬 | 0.00% | −55−4.7% | 減碼 |
| CIBC World Markets Inc. | 1,117 | $33.3 萬 | 0.00% | +180+19.2% | 加碼 |
| Hantz Financial Services, Inc. | 1,111 | $33.2 萬 | 0.01% | +475+74.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,108 | $33.1 萬 | 0.00% | −59−5.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,103 | $32.9 萬 | 0.00% | +134+13.8% | 加碼 |
| Crestwood Advisors Group LLC | 1,093 | $32.6 萬 | 0.01% | +368+50.8% | 加碼 |
| Bayforest Capital Ltd | 1,093 | $32.6 萬 | 0.37% | +463+73.5% | 加碼 |
| Legacy Financial Independent Advisors LLC | 1,084 | $32.4 萬 | 0.17% | +1,084 | 新進 |
| North Dakota State Investment Board | 1,078 | $32.2 萬 | 0.01% | −226−17.3% | 減碼 |
| SRS Capital Advisors, Inc. | 1,050 | $31.5 萬 | 0.01% | +868+476.9% | 加碼 |
| Centurion Wealth Management LLC | 1,050 | $31.3 萬 | 0.07% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 1,048 | $31.3 萬 | 0.08% | +456+77.0% | 加碼 |
| VestGen Advisors, LLC | 902 | $30.8 萬 | 0.01% | +902 | 新進 |
| Joel Isaacson & Co., LLC | 1,023 | $30.5 萬 | 0.01% | +2+0.2% | 加碼 |
| Private Client Services, LLC | 1,023 | $30.5 萬 | 0.09% | −1,837−64.2% | 減碼 |
| Park Avenue Securities LLC | 1,020 | $30.4 萬 | 0.00% | +191+23.0% | 加碼 |
| QTR Family Wealth, LLC | 849 | $30.4 萬 | 0.13% | +849 | 新進 |
| Intercapital, LLC | 1,000 | $29.9 萬 | 0.17% | −1,850−64.9% | 減碼 |
| Courier Capital LLC | 1,000 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 1,000 | $29.9 萬 | 0.15% | 00.0% | 不變 |
| Gruss & Co., LLC | 1,000 | $29.9 萬 | 0.70% | +1,000 | 新進 |
| Levin Capital Strategies, L.P. | 1,000 | $29.9 萬 | 0.02% | +1,000 | 新進 |
| Farther Finance Advisors, LLC | 989 | $29.8 萬 | 0.00% | +185+23.0% | 加碼 |
| Belpointe Asset Management LLC | 995 | $29.7 萬 | 0.01% | −161−13.9% | 減碼 |
| Kendall Capital Management | 995 | $29.7 萬 | 0.06% | +255+34.5% | 加碼 |
| NewEdge Wealth, LLC | 990 | $29.6 萬 | 0.00% | −127−11.4% | 減碼 |
| Parallel Advisors, LLC | 984 | $29.4 萬 | 0.01% | +39+4.1% | 加碼 |
| Linden Thomas Advisory Services, LLC | 980 | $29.3 萬 | 0.03% | −24−2.4% | 減碼 |
| Narus Financial Partners, LLC | 979 | $29.2 萬 | 0.08% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 971 | $29.0 萬 | 0.01% | +99+11.4% | 加碼 |
| Moody Aldrich Partners LLC | 965 | $28.8 萬 | 0.05% | −22−2.2% | 減碼 |
| Sagespring Wealth Partners, LLC | 952 | $28.4 萬 | 0.01% | +3+0.3% | 加碼 |
| Evergreen Capital Management LLC | 951 | $28.4 萬 | 0.01% | +951 | 新進 |
| Advyzon Investment Management, LLC | 914 | $27.3 萬 | 0.02% | +274+42.8% | 加碼 |
| PCM Encore, LLC | 912 | $27.2 萬 | 0.06% | +2+0.2% | 加碼 |
| Jackson Thornton Asset Management, LLC | 806 | $27.2 萬 | 0.02% | +109+15.6% | 加碼 |
| Dundas Partners LLP | 906 | $27.0 萬 | 0.02% | −163−15.2% | 減碼 |
| Atomi Financial Group, Inc. | 905 | $27.0 萬 | 0.01% | −247−21.4% | 減碼 |
| Portside Wealth Group, LLC | 905 | $27.0 萬 | 0.04% | −42−4.4% | 減碼 |
| Exchange Traded Concepts, LLC | 901 | $26.9 萬 | 0.00% | −26−2.8% | 減碼 |
| Brown Miller Wealth Management, LLC | 894 | $26.7 萬 | 0.08% | +67+8.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 892 | $26.6 萬 | 0.01% | +4+0.5% | 加碼 |
| Norden Group LLC | 891 | $26.6 萬 | 0.03% | −80−8.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 890 | $26.6 萬 | 0.01% | +90+11.3% | 加碼 |
| Profund Advisors LLC | 871 | $26.0 萬 | 0.01% | +38+4.6% | 加碼 |
| Daymark Wealth Partners, LLC | 858 | $25.6 萬 | 0.01% | +858 | 新進 |
| Savant Capital, LLC | 851 | $25.4 萬 | 0.00% | +222+35.3% | 加碼 |
| Investment House LLC | 850 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 850 | $25.4 萬 | 0.02% | +13+1.6% | 加碼 |
| Oppenheimer & Co Inc | 848 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 846 | $25.2 萬 | 0.02% | +130+18.2% | 加碼 |
| Index Technologies Group LLC | 845 | $25.2 萬 | 0.27% | +158+23.0% | 加碼 |
| Banque Pictet & Cie SA | 844 | $25.2 萬 | 0.00% | −1,513−64.2% | 減碼 |
| Optas, LLC | 829 | $24.7 萬 | 0.04% | +187+29.1% | 加碼 |
| Clearstead Advisors, LLC | 813 | $24.3 萬 | 0.00% | +615+310.6% | 加碼 |
| Inscription Capital, LLC | 807 | $24.1 萬 | 0.03% | −114−12.4% | 減碼 |
| Empowered Funds, LLC | 807 | $24.1 萬 | 0.00% | −921−53.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 804 | $24.0 萬 | 0.01% | +127+18.8% | 加碼 |
| Hilltop Holdings Inc. | 804 | $24.0 萬 | 0.02% | −273−25.3% | 減碼 |
| Indivisible Partners | 801 | $23.9 萬 | 0.02% | +801 | 新進 |
| Planned Solutions, Inc. | 800 | $23.9 萬 | 0.08% | 00.0% | 不變 |
| RMB Capital Management, LLC | 792 | $23.6 萬 | 0.00% | +792 | 新進 |
| Symphony Financial, Ltd. Co. | 793 | $23.6 萬 | 0.03% | +793 | 新進 |
| Pekin Hardy Strauss, Inc. | 785 | $23.4 萬 | 0.02% | −285−26.6% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 773 | $23.1 萬 | 0.02% | −156−16.8% | 減碼 |