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 |
|---|---|---|---|---|---|
| Citigroup Inc | 50,031 | $1,708 萬 | 0.01% | +37,857+311.0% | 加碼 |
| Royal Bank of Canada | 49,121 | $1,677 萬 | 0.00% | +1,808+3.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 48,882 | $1,669 萬 | 0.01% | +3,449+7.6% | 加碼 |
| Janney Montgomery Scott LLC | 47,468 | $1,621 萬 | 0.03% | +44,747+1,644.5% | 加碼 |
| Envestnet Asset Management Inc | 46,399 | $1,584 萬 | 0.00% | −20,137−30.3% | 減碼 |
| New York State Teachers Retirement System | 45,486 | $1,553 萬 | 0.03% | −1,423−3.0% | 減碼 |
| Empire Life Investments Inc. | 45,428 | $1,551 萬 | 0.87% | −1,864−3.9% | 減碼 |
| Jain Global LLC | 45,101 | $1,540 萬 | 0.18% | +45,101 | 新進 |
| California State Teachers Retirement System | 43,624 | $1,489 萬 | 0.01% | −1,242−2.8% | 減碼 |
| Engineers Gate Manager LP | 42,180 | $1,440 萬 | 0.19% | −46,235−52.3% | 減碼 |
| Cresset Asset Management, LLC | 41,232 | $1,408 萬 | 0.05% | +452+1.1% | 加碼 |
| Barclays PLC | 40,781 | $1,392 萬 | 0.00% | −88−0.2% | 減碼 |
| CI Private Wealth, LLC | 40,698 | $1,390 萬 | 0.02% | −2,971−6.8% | 減碼 |
| Morse Asset Management, Inc | 38,601 | $1,318 萬 | 2.18% | +146+0.4% | 加碼 |
| Ensign Peak Advisors, Inc | 38,512 | $1,315 萬 | 0.02% | +28,049+268.1% | 加碼 |
| Natixis Advisors, L.P. | 37,847 | $1,292 萬 | 0.01% | +3,898+11.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 37,739 | $1,289 萬 | 0.02% | +1,396+3.8% | 加碼 |
| Price T Rowe Associates Inc | 37,491 | $1,280 萬 | 0.00% | −289,174−88.5% | 減碼 |
| SummitTX Capital, L.P. | 36,804 | $1,257 萬 | 0.33% | +12,715+52.8% | 加碼 |
| Freestone Grove Partners LP | 36,792 | $1,256 萬 | 0.08% | −12,030−24.6% | 減碼 |
| Peregrine Capital Management LLC | 36,113 | $1,233 萬 | 0.40% | −2,685−6.9% | 減碼 |
| Vanguard Asset Management, Ltd | 35,975 | $1,228 萬 | 0.01% | +1,183+3.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 35,700 | $1,219 萬 | 0.02% | +20,487+134.7% | 加碼 |
| Van Eck Associates Corp | 35,667 | $1,218 萬 | 0.01% | −322−0.9% | 減碼 |
| Zurich Insurance Group Ltd | 35,515 | $1,213 萬 | 0.08% | +35,515 | 新進 |
| Public Employees Retirement System of Ohio | 35,269 | $1,204 萬 | 0.04% | −443−1.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 35,124 | $1,199 萬 | 0.14% | +617+1.8% | 加碼 |
| Allianz Asset Management GmbH | 34,998 | $1,195 萬 | 0.01% | −71,180−67.0% | 減碼 |
| Worldquant Millennium Advisors LLC | 34,457 | $1,176 萬 | 0.04% | +30,849+855.0% | 加碼 |
| Walter Public Investments Inc. | 34,369 | $1,173 萬 | 2.82% | +34,369 | 新進 |
| Leeward Investments, LLC - MA | 34,181 | $1,167 萬 | 0.53% | −1,970−5.4% | 減碼 |
| Pinnacle Associates Ltd | 34,039 | $1,162 萬 | 0.13% | +1,462+4.5% | 加碼 |
| Bridgewater Associates, LP | 33,194 | $1,133 萬 | 0.05% | −57,244−63.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 32,961 | $1,125 萬 | 0.06% | −17,157−34.2% | 減碼 |
| Colony Group, LLC | 32,650 | $1,115 萬 | 0.01% | +2,766+9.3% | 加碼 |
| Glenmede Trust Co NA | 32,284 | $1,102 萬 | 0.05% | −187−0.6% | 減碼 |
| Appleton Partners Inc | 32,222 | $1,100 萬 | 0.67% | +297+0.9% | 加碼 |
| First Trust Advisors LP | 31,827 | $1,087 萬 | 0.01% | +5,183+19.5% | 加碼 |
| Creative Planning | 31,231 | $1,066 萬 | 0.01% | +6,024+23.9% | 加碼 |
| Bokf, NA | 30,377 | $1,037 萬 | 0.14% | −438−1.4% | 減碼 |
| Jones Financial Companies LLLP | 29,792 | $1,019 萬 | 0.00% | +3,786+14.6% | 加碼 |
| Verdence Capital Advisors LLC | 29,802 | $1,018 萬 | 0.53% | −30.0% | 減碼 |
| Castleark Management LLC | 29,266 | $999.3 萬 | 0.27% | −1,150−3.8% | 減碼 |
| Los Angeles Capital Management LLC | 28,609 | $976.8 萬 | 0.04% | −123−0.4% | 減碼 |
| Man Group plc | 28,255 | $964.7 萬 | 0.02% | +4,125+17.1% | 加碼 |
| Amundi | 27,805 | $949.4 萬 | 0.00% | −27,724−49.9% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 27,490 | $938.6 萬 | 0.48% | −8,178−22.9% | 減碼 |
| Algert Global LLC | 27,229 | $929.7 萬 | 0.11% | +4,180+18.1% | 加碼 |
| Great West Life Assurance Co | 27,218 | $929.5 萬 | 0.01% | −146−0.5% | 減碼 |
| FIL Ltd | 26,390 | $901.1 萬 | 0.01% | −1,716−6.1% | 減碼 |
| Channing Capital Management, LLC | 26,362 | $900.1 萬 | 0.21% | −1,000−3.7% | 減碼 |
| Blair William & Co | 25,986 | $887.3 萬 | 0.02% | +829+3.3% | 加碼 |
| Capital Fund Management S.A. | 25,238 | $861.7 萬 | 0.06% | +25,238 | 新進 |
| Sarasin & Partners LLP | 25,000 | $853.6 萬 | 0.10% | 00.0% | 不變 |
| Horizon Investments, LLC | 24,521 | $837.2 萬 | 0.09% | +7,602+44.9% | 加碼 |
| Cander Asset Management LP | 24,357 | $831.6 萬 | 1.55% | −11,253−31.6% | 減碼 |
| Captrust Financial Advisors | 24,356 | $831.6 萬 | 0.01% | +11,411+88.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 26,830 | $829.7 萬 | 0.01% | +4,762+21.6% | 加碼 |
| Mercer Global Advisors Inc | 23,728 | $810.2 萬 | 0.01% | +8,926+60.3% | 加碼 |
| BW Gestao de Investimentos Ltda. | 23,498 | $802.3 萬 | 0.19% | +2,488+11.8% | 加碼 |
| Waratah Capital Advisors Ltd. | 23,408 | $799.2 萬 | 0.61% | +6,827+41.2% | 加碼 |
| Cinctive Capital Management LP | 22,649 | $773.3 萬 | 0.31% | +22,649 | 新進 |
| New York State Common Retirement Fund | 21,972 | $750.2 萬 | 0.01% | +571+2.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 21,658 | $739.5 萬 | 0.04% | +5,286+32.3% | 加碼 |
| HSBC Holdings PLC | 21,355 | $732.3 萬 | 0.00% | +13,790+182.3% | 加碼 |
| Philadelphia Financial Management of San Francisco, LLC | 21,191 | $723.5 萬 | 1.98% | +21,191 | 新進 |
| Advisors Capital Management, LLC | 20,891 | $713.3 萬 | 0.08% | −750−3.5% | 減碼 |
| Thrivent Financial for Lutherans | 20,661 | $705.4 萬 | 0.01% | −1,396−6.3% | 減碼 |
| Stifel Financial Corp | 20,649 | $705.0 萬 | 0.01% | −13,659−39.8% | 減碼 |
| Gotham Asset Management, LLC | 20,624 | $704.2 萬 | 0.02% | −52−0.3% | 減碼 |
| SRS Capital Advisors, Inc. | 20,526 | $700.9 萬 | 0.05% | +19,476+1,854.9% | 加碼 |
| Prana Capital Management, LP | 20,325 | $694.0 萬 | 0.21% | −14,051−40.9% | 減碼 |
| Fifth Third Bancorp | 20,013 | $683.3 萬 | 0.01% | −916−4.4% | 減碼 |
| Agf Management Ltd | 19,837 | $677.3 萬 | 0.03% | −38,671−66.1% | 減碼 |
| Axxcess Wealth Management, LLC | 19,500 | $665.8 萬 | 0.11% | −819−4.0% | 減碼 |
| MetLife Investment Management | 18,592 | $634.8 萬 | 0.03% | −406−2.1% | 減碼 |
| Epoch Investment Partners, Inc. | 18,515 | $632.2 萬 | 0.04% | −25,960−58.4% | 減碼 |
| Voya Investment Management LLC | 18,236 | $622.6 萬 | 0.01% | +709+4.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $622.2 萬 | 0.05% | 00.0% | 不變 |
| Zacks Investment Management | 18,059 | $616.6 萬 | 0.04% | +817+4.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 18,000 | $614.6 萬 | 0.01% | −71,900−80.0% | 減碼 |
| Convergence Investment Partners, LLC | 17,656 | $602.8 萬 | 0.57% | +17,656 | 新進 |
| Amalgamated Bank | 17,579 | $600.2 萬 | 0.04% | −36−0.2% | 減碼 |
| Peregrine Investment Management Inc | 17,210 | $587.6 萬 | 2.50% | −4,000−18.9% | 減碼 |
| Entropy Technologies, LP | 16,626 | $567.7 萬 | 0.23% | −9,285−35.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 16,531 | $564.4 萬 | 0.04% | +858+5.5% | 加碼 |
| Bridges Investment Management Inc | 16,531 | $564.4 萬 | 0.07% | +71+0.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 16,170 | $552.1 萬 | 0.01% | −619−3.7% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 16,137 | $551.0 萬 | 0.48% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 16,090 | $549.4 萬 | 0.23% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,827 | $540.4 萬 | 0.01% | −41−0.3% | 減碼 |
| Alps Advisors Inc | 15,547 | $530.8 萬 | 0.02% | +457+3.0% | 加碼 |
| Alberta Investment Management Corp | 15,200 | $519.0 萬 | 0.03% | +15,200 | 新進 |
| Harbor Advisors LLC | 15,000 | $512.2 萬 | 0.64% | 00.0% | 不變 |
| NFJ Investment Group, LLC | 14,986 | $511.7 萬 | 0.17% | +14,986 | 新進 |
| Vanguard Global Advisers, LLC | 14,957 | $510.7 萬 | 0.00% | −754−4.8% | 減碼 |
| Advisory Services Network, LLC | 14,837 | $506.6 萬 | 0.06% | −2,211−13.0% | 減碼 |
| Oak Harvest Investment Services | 14,733 | $503.0 萬 | 0.47% | +14,733 | 新進 |
| LPL Financial LLC | 14,504 | $495.2 萬 | 0.00% | −11,770−44.8% | 減碼 |
| EFG International AG | 14,483 | $494.8 萬 | 0.09% | 00.0% | 不變 |