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 2 季 13F 持有人
Evercore Inc. 在 2026/6/30 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
- 714
- 較 2026 年第 1 季 +65 家
- 持有股數
- 3,587 萬
- 較 2026 年第 1 季 +82.4 萬 (+2.4%)
- 總市值
- $122.4 億
- 較 2026 年第 1 季 +$17.9 億 (+17.1%)
- 新進機構
- 111
- 另有 258 家加碼
- 清倉機構
- 46
- 另有 241 家減碼
另有 8 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 1,655 | $56.5 萬 | 0.00% | +18+1.1% | 加碼 |
| Encompass More Asset Management | 1,661 | $56.7 萬 | 0.08% | −2−0.1% | 減碼 |
| Greenleaf Trust | 1,677 | $57.3 萬 | 0.01% | −22−1.3% | 減碼 |
| Winton Group Ltd | 1,680 | $57.4 萬 | 0.02% | +1,680 | 新進 |
| AlphaCore Capital LLC | 1,680 | $57.4 萬 | 0.01% | +1,680 | 新進 |
| Hantz Financial Services, Inc. | 1,703 | $58.1 萬 | 0.01% | +592+53.3% | 加碼 |
| Harbor Investment Advisory, LLC | 1,760 | $60.1 萬 | 0.04% | +265+17.7% | 加碼 |
| Roberts Glore & Co Inc | 1,780 | $60.8 萬 | 0.15% | +1,780 | 新進 |
| Commerce Bank | 1,787 | $61.0 萬 | 0.00% | +33+1.9% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,807 | $61.7 萬 | 0.15% | 00.0% | 不變 |
| J2 Capital Management Inc | 1,819 | $62.1 萬 | 0.42% | −52−2.8% | 減碼 |
| Maryland State Retirement & Pension System | 1,839 | $62.8 萬 | 0.01% | 00.0% | 不變 |
| Net Worth Advisory Group | 1,849 | $63.1 萬 | 0.16% | +27+1.5% | 加碼 |
| Empowered Funds, LLC | 1,850 | $63.2 萬 | 0.00% | +1,043+129.2% | 加碼 |
| iA Global Asset Management Inc. | 1,855 | $63.3 萬 | 0.01% | +1,855 | 新進 |
| RSM US Wealth Management LLC | 1,854 | $63.3 萬 | 0.01% | −39−2.1% | 減碼 |
| Hardy Reed LLC | 1,857 | $63.4 萬 | 0.04% | +3+0.2% | 加碼 |
| Cetera Trust Company, N.A | 1,870 | $63.8 萬 | 0.32% | +50+2.7% | 加碼 |
| Hancock Whitney Corp | 1,884 | $64.3 萬 | 0.01% | −5,400−74.1% | 減碼 |
| DnB Asset Management AS | 1,889 | $64.5 萬 | 0.00% | +23+1.2% | 加碼 |
| Baker Avenue Asset Management, LP | 1,900 | $64.9 萬 | 0.01% | +257+15.6% | 加碼 |
| Savvy Advisors, Inc. | 1,907 | $65.1 萬 | 0.01% | −209−9.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,913 | $65.3 萬 | 0.01% | +18+0.9% | 加碼 |
| Utah Retirement Systems | 1,914 | $65.4 萬 | 0.01% | −34−1.7% | 減碼 |
| Summit Financial, LLC | 1,952 | $66.6 萬 | 0.01% | −36−1.8% | 減碼 |
| BOK Financial Private Wealth, Inc. | 1,965 | $67.1 萬 | 0.03% | −270−12.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 2,013 | $68.4 萬 | 0.02% | +813+67.8% | 加碼 |
| HGK Asset Management Inc | 2,008 | $68.6 萬 | 0.09% | +667+49.7% | 加碼 |
| Diversify Wealth Management, LLC | 2,025 | $68.9 萬 | 0.01% | −265−11.6% | 減碼 |
| Diversify Advisory Services, LLC | 2,025 | $68.9 萬 | 0.01% | +2,025 | 新進 |
| Aviance Capital Partners, LLC | 2,028 | $69.2 萬 | 0.07% | −70−3.3% | 減碼 |
| Warren Averett Asset Management, LLC | 2,037 | $69.6 萬 | 0.00% | +127+6.6% | 加碼 |
| Allworth Financial LP | 2,123 | $72.5 萬 | 0.00% | +610+40.3% | 加碼 |
| Kera Capital Partners, Inc. | 2,141 | $73.1 萬 | 0.07% | +83+4.0% | 加碼 |
| Prudential Financial Inc | 2,161 | $73.8 萬 | 0.00% | −4,300−66.6% | 減碼 |
| Lido Advisors, LLC | 2,170 | $74.1 萬 | 0.00% | +967+80.4% | 加碼 |
| Morningstar Investment Management LLC | 2,506 | $74.8 萬 | 0.05% | 00.0% | 不變 |
| Jane Street Group, LLC | 2,191 | $74.8 萬 | 0.00% | −28,385−92.8% | 減碼 |
| Transcend Wealth Collective, LLC | 2,197 | $75.0 萬 | 0.05% | +773+54.3% | 加碼 |
| EP Wealth Advisors, LLC | 2,212 | $75.5 萬 | 0.00% | +536+32.0% | 加碼 |
| Princeton Capital Management LLC | 2,220 | $75.8 萬 | 0.17% | −4,930−69.0% | 減碼 |
| Gardner Lewis Asset Management L P | 2,230 | $76.1 萬 | 0.17% | +2,230 | 新進 |
| MML Investors Services, LLC | 2,254 | $77.0 萬 | 0.00% | +302+15.5% | 加碼 |
| JMN Financial LLC | 2,258 | $77.1 萬 | 0.60% | −24−1.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,263 | $77.3 萬 | 0.03% | −596−20.8% | 減碼 |
| Aviva PLC | 2,290 | $78.2 萬 | 0.00% | −497−17.8% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,325 | $79.4 萬 | 0.03% | +339+17.1% | 加碼 |
| Vise Technologies, Inc. | 2,326 | $79.4 萬 | 0.01% | +518+28.7% | 加碼 |
| GWM Advisors LLC | 2,348 | $80.2 萬 | 0.00% | +839+55.6% | 加碼 |
| Swiss Life Asset Management Ltd | 2,365 | $80.8 萬 | 0.00% | −1,049−30.7% | 減碼 |
| Marshall Financial Group LLC | 2,373 | $81.0 萬 | 0.12% | +2,373 | 新進 |
| Commonwealth Equity Services, LLC | 2,388 | $81.5 萬 | 0.00% | −150−5.9% | 減碼 |
| Equitable Holdings, Inc. | 2,411 | $82.3 萬 | 0.00% | +6+0.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,563 | $87.5 萬 | 0.02% | +868+51.2% | 加碼 |
| First National Bank of Hutchinson | 2,582 | $88.2 萬 | 0.48% | +2,582 | 新進 |
| Penserra Capital Management LLC | 2,601 | $88.8 萬 | 0.01% | −251−8.8% | 減碼 |
| We Are One Seven, LLC | 2,603 | $88.9 萬 | 0.01% | −14−0.5% | 減碼 |
| O'Rourke & Company, Inc | 2,604 | $88.9 萬 | 0.31% | −76−2.8% | 減碼 |
| United Capital Financial Advisers, LLC | 2,636 | $90.0 萬 | 0.00% | +1,455+123.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,754 | $94.0 萬 | 0.00% | +1,651+149.7% | 加碼 |
| Calamos Advisors LLC | 2,799 | $95.6 萬 | 0.00% | +846+43.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 2,824 | $96.4 萬 | 0.02% | +2,824 | 新進 |
| BNP Paribas | 2,825 | $96.5 萬 | 0.03% | −208−6.9% | 減碼 |
| Waddell & Associates, LLC | 2,840 | $97.0 萬 | 0.05% | +325+12.9% | 加碼 |
| AlphaGrep UK Ltd | 2,844 | $97.1 萬 | 0.30% | +1,667+141.6% | 加碼 |
| Intrust Bank NA | 2,879 | $98.3 萬 | 0.07% | −97−3.3% | 減碼 |
| Novem Group | 2,888 | $98.6 萬 | 0.10% | +2,888 | 新進 |
| Securian Asset Management, Inc | 2,891 | $98.7 萬 | 0.04% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 2,903 | $99.1 萬 | 0.06% | −637−18.0% | 減碼 |
| Dynamic Advisor Solutions LLC | 2,915 | $99.5 萬 | 0.03% | −294−9.2% | 減碼 |
| Nisa Investment Advisors, LLC | 2,951 | $100.8 萬 | 0.00% | +202+7.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 2,970 | $101.4 萬 | 0.01% | +2,970 | 新進 |
| Havemeyer Place LP | 2,980 | $101.7 萬 | 0.10% | −436−12.8% | 減碼 |
| Federated Hermes, Inc. | 2,989 | $102.1 萬 | 0.00% | −86−2.8% | 減碼 |
| Swedbank AB | 3,000 | $102.4 萬 | 0.00% | 00.0% | 不變 |
| Nicholas Investment Partners, LP | 3,138 | $107.1 萬 | 0.06% | 00.0% | 不變 |
| Isthmus Partners, LLC | 3,165 | $108.1 萬 | 0.10% | 00.0% | 不變 |
| HB Wealth Management, LLC | 3,171 | $108.3 萬 | 0.01% | +963+43.6% | 加碼 |
| Baird Financial Group, Inc. | 3,181 | $108.6 萬 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 3,185 | $108.8 萬 | 0.01% | +37+1.2% | 加碼 |
| Impact Partnership Wealth, LLC | 3,204 | $109.4 萬 | 0.11% | +422+15.2% | 加碼 |
| Legend Financial Advisors, Inc. | 3,210 | $109.6 萬 | 0.62% | −9−0.3% | 減碼 |
| Pinebridge Investments LLC | 3,219 | $109.9 萬 | 0.01% | +1,837+132.9% | 加碼 |
| Parsons Capital Management Inc | 3,250 | $111.0 萬 | 0.05% | +2,500+333.3% | 加碼 |
| Jackson Wealth Management, LLC | 3,360 | $114.7 萬 | 0.68% | −36,245−91.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 3,369 | $114.9 萬 | 0.00% | +240+7.7% | 加碼 |
| Allstate Corp | 3,466 | $118.3 萬 | 0.01% | −4,376−55.8% | 減碼 |
| Atom Investors LP | 3,502 | $119.6 萬 | 0.11% | +3,502 | 新進 |
| Legacy Wealth Asset Management, LLC | 3,521 | $120.2 萬 | 0.26% | −150−4.1% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 3,538 | $120.8 萬 | 0.64% | −103−2.8% | 減碼 |
| Bull Harbor Capital LLC | 3,553 | $121.3 萬 | 0.24% | +1,410+65.8% | 加碼 |
| Buckhead Capital Management LLC | 3,555 | $121.4 萬 | 0.42% | 00.0% | 不變 |
| Mount Lucas Management LP | 3,573 | $122.0 萬 | 0.43% | +1,850+107.4% | 加碼 |
| Integrated Wealth Concepts LLC | 3,659 | $124.9 萬 | 0.01% | +474+14.9% | 加碼 |
| Sanctuary Advisors, LLC | 3,733 | $127.4 萬 | 0.01% | −2−0.1% | 減碼 |
| RFG Advisory, LLC | 3,750 | $128.0 萬 | 0.02% | +3,750 | 新進 |
| State of Alaska, Department of Revenue | 3,791 | $129.4 萬 | 0.01% | −57−1.5% | 減碼 |
| PenderFund Capital Management Ltd. | 3,916 | $133.7 萬 | 0.17% | +816+26.3% | 加碼 |
| First Eagle Investment Management, LLC | 3,960 | $135.2 萬 | 0.00% | +57+1.5% | 加碼 |
| Freedom Day Solutions, LLC | 4,039 | $137.9 萬 | 0.31% | −197−4.7% | 減碼 |