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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 14,474 | $494.2 萬 | 0.01% | −260−1.8% | 減碼 |
| Mutual of America Capital Management LLC | 14,340 | $489.6 萬 | 0.05% | −482−3.3% | 減碼 |
| Centric Wealth Management | 14,764 | $471.1 萬 | 0.73% | 00.0% | 不變 |
| CWM Advisors, LLC | 13,789 | $470.8 萬 | 0.19% | +7,587+122.3% | 加碼 |
| Tremblant Capital Group | 13,673 | $466.9 萬 | 0.13% | +192+1.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 13,500 | $460.9 萬 | 0.01% | −1,500−10.0% | 減碼 |
| Syon Capital LLC | 13,485 | $460.4 萬 | 0.20% | −2,140−13.7% | 減碼 |
| Mitchell Capital Management Co | 13,394 | $457.3 萬 | 0.70% | +447+3.5% | 加碼 |
| Virginia Retirement Systems Et Al | 13,140 | $448.7 萬 | 0.03% | +13,140 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,714 | $434.1 萬 | 0.01% | −1,433−10.1% | 減碼 |
| JustInvest LLC | 12,677 | $432.8 萬 | 0.04% | +224+1.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 12,554 | $428.6 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 11,906 | $423.2 萬 | 0.04% | −83−0.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 11,836 | $404.1 萬 | 0.03% | 00.0% | 不變 |
| Vident Advisory, LLC | 11,829 | $403.9 萬 | 0.03% | +994+9.2% | 加碼 |
| Handelsbanken Fonder AB | 11,617 | $396.7 萬 | 0.01% | +960+9.0% | 加碼 |
| CX Institutional | 11,612 | $396.5 萬 | 0.11% | +236+2.1% | 加碼 |
| US Bancorp | 11,540 | $394.0 萬 | 0.00% | −862−7.0% | 減碼 |
| Rocky Mountain Advisers, LLC | 11,525 | $393.5 萬 | 1.00% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 11,300 | $385.8 萬 | 0.06% | +100+0.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 11,077 | $378.2 萬 | 0.02% | +9,562+631.2% | 加碼 |
| Yousif Capital Management, LLC | 11,001 | $375.6 萬 | 0.04% | −727−6.2% | 減碼 |
| Deutsche Bank AG | 10,789 | $368.4 萬 | 0.00% | −46,305−81.1% | 減碼 |
| Apollon Wealth Management, LLC | 10,738 | $366.6 萬 | 0.04% | +10,738 | 新進 |
| XTX Topco Ltd | 10,622 | $362.7 萬 | 0.05% | −21,727−67.2% | 減碼 |
| Bridge City Capital, LLC | 10,555 | $360.4 萬 | 0.82% | −208−1.9% | 減碼 |
| Emerald Investment Advisers, LLC | 10,536 | $359.7 萬 | 0.24% | +837+8.6% | 加碼 |
| Illinois Municipal Retirement Fund | 10,511 | $358.9 萬 | 0.04% | +3,740+55.2% | 加碼 |
| Campbell Newman Asset Management Inc | 10,481 | $357.9 萬 | 0.27% | +454+4.5% | 加碼 |
| Arizona State Retirement System | 10,382 | $354.5 萬 | 0.02% | −239−2.3% | 減碼 |
| Advisors Asset Management, Inc. | 10,339 | $353.0 萬 | 0.05% | +1,057+11.4% | 加碼 |
| Picton Mahoney Asset Management | 9,774 | $333.7 萬 | 0.03% | −4,060−29.3% | 減碼 |
| Vanguard Investments Australia, Ltd. | 9,701 | $331.2 萬 | 0.01% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 9,268 | $316.4 萬 | 0.39% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,261 | $316.2 萬 | 0.02% | −430−4.4% | 減碼 |
| Gateway Investment Advisers LLC | 9,205 | $314.3 萬 | 0.03% | +5,109+124.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,194 | $313.9 萬 | 0.00% | +641+7.5% | 加碼 |
| Covea Finance | 9,100 | $310.7 萬 | 0.10% | +700+8.3% | 加碼 |
| State of Michigan Retirement System | 9,005 | $307.5 萬 | 0.01% | −300−3.2% | 減碼 |
| South Dakota Investment Council | 8,817 | $301.0 萬 | 0.05% | 00.0% | 不變 |
| MAI Capital Management | 8,799 | $300.4 萬 | 0.01% | +2,223+33.8% | 加碼 |
| Pathstone Holdings, LLC | 8,770 | $299.5 萬 | 0.01% | +175+2.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,701 | $297.1 萬 | 0.03% | +37+0.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 8,637 | $294.9 萬 | 0.04% | −2,196−20.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,636 | $294.9 萬 | 0.01% | +1,243+16.8% | 加碼 |
| Essex Investment Management Co LLC | 8,573 | $292.7 萬 | 0.38% | −366−4.1% | 減碼 |
| KLP Kapitalforvaltning AS | 8,540 | $291.6 萬 | 0.01% | −280−3.2% | 減碼 |
| Brinker Capital Investments, LLC | 8,421 | $287.5 萬 | 0.02% | −2,714−24.4% | 減碼 |
| James Investment Research Inc | 8,188 | $279.6 萬 | 0.28% | −9−0.1% | 減碼 |
| New Mexico Educational Retirement Board | 8,000 | $273.2 萬 | 0.07% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 7,971 | $272.2 萬 | 0.03% | +15+0.2% | 加碼 |
| Dana Investment Advisors, Inc. | 7,876 | $268.9 萬 | 0.07% | +1,069+15.7% | 加碼 |
| Monument Capital Management | 7,676 | $262.1 萬 | 0.53% | +505+7.0% | 加碼 |
| Toroso Investments, LLC | 7,610 | $259.8 萬 | 0.01% | +2,702+55.1% | 加碼 |
| Summit Trail Advisors, LLC | 7,603 | $259.6 萬 | 0.03% | −305−3.9% | 減碼 |
| Bank of Montreal | 7,587 | $259.1 萬 | 0.00% | −52−0.7% | 減碼 |
| Element Squared LLC | 7,566 | $258.3 萬 | 1.29% | −328−4.2% | 減碼 |
| Hager Investment Management Services, LLC | 7,544 | $257.6 萬 | 1.18% | −268−3.4% | 減碼 |
| Guggenheim Capital LLC | 7,403 | $252.8 萬 | 0.02% | −1,559−17.4% | 減碼 |
| Brevan Howard Capital Management LP | 7,381 | $252.0 萬 | 0.04% | +6,218+534.7% | 加碼 |
| Credit Agricole S A | 7,296 | $249.1 萬 | 0.01% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 7,275 | $248.4 萬 | 0.11% | +1,775+32.3% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 7,233 | $247.0 萬 | 0.12% | +173+2.5% | 加碼 |
| Merit Financial Group, LLC | 7,157 | $244.4 萬 | 0.02% | +2,451+52.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,125 | $243.3 萬 | 0.06% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 7,059 | $241.0 萬 | 0.15% | +4,411+166.6% | 加碼 |
| Pallas Capital Advisors LLC | 6,951 | $237.3 萬 | 0.07% | +514+8.0% | 加碼 |
| Jefferies Financial Group Inc. | 6,913 | $236.0 萬 | 0.02% | +5,672+457.1% | 加碼 |
| Vestcor Inc | 6,824 | $233.0 萬 | 0.06% | −1,151−14.4% | 減碼 |
| Aurora Investment Counsel | 6,658 | $227.3 萬 | 1.17% | +6,658 | 新進 |
| Truist Financial Corp | 6,642 | $226.8 萬 | 0.00% | −139−2.0% | 減碼 |
| Washington Trust Advisors, Inc. | 6,633 | $226.5 萬 | 0.17% | −150−2.2% | 減碼 |
| Twinbeech Capital LP | 6,600 | $225.4 萬 | 0.41% | +6,600 | 新進 |
| Radnor Capital Management, LLC | 6,480 | $221.3 萬 | 0.31% | 00.0% | 不變 |
| Cetera Investment Advisers | 6,471 | $221.0 萬 | 0.00% | −1,010−13.5% | 減碼 |
| L2 Asset Management, LLC | 6,449 | $220.2 萬 | 0.23% | +6,449 | 新進 |
| Huntington National Bank | 6,386 | $218.0 萬 | 0.01% | +72+1.1% | 加碼 |
| OP Asset Management Ltd | 6,266 | $213.9 萬 | 0.02% | +984+18.6% | 加碼 |
| Nitorum Capital, L.P. | 6,225 | $212.5 萬 | 1.45% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 6,185 | $211.2 萬 | 0.01% | −2,410−28.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 5,980 | $204.2 萬 | 0.01% | +514+9.4% | 加碼 |
| HighTower Advisors, LLC | 5,959 | $203.5 萬 | 0.00% | −2,397−28.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,822 | $202.0 萬 | 0.04% | −3−0.1% | 減碼 |
| Rothschild Investment LLC | 5,821 | $198.8 萬 | 0.07% | +3,990+217.9% | 加碼 |
| Bank of Nova Scotia | 5,747 | $196.2 萬 | 0.00% | +5,747 | 新進 |
| IMC-Chicago, LLC | 5,745 | $196.2 萬 | 0.02% | +5,745 | 新進 |
| Pictet Asset Management Holding SA | 5,672 | $193.7 萬 | 0.00% | −585−9.3% | 減碼 |
| Sit Investment Associates Inc | 5,665 | $193.4 萬 | 0.04% | +250+4.6% | 加碼 |
| Brighton Jones LLC | 5,630 | $192.2 萬 | 0.04% | +1,203+27.2% | 加碼 |
| Intech Investment Management LLC | 5,524 | $188.6 萬 | 0.02% | −3,782−40.6% | 減碼 |
| Valley National Advisers Inc | 5,485 | $187.3 萬 | 0.21% | −105−1.9% | 減碼 |
| Martingale Asset Management L P | 5,253 | $179.4 萬 | 0.04% | +783+17.5% | 加碼 |
| Croban | 5,247 | $179.1 萬 | 0.79% | −24−0.5% | 減碼 |
| Nations Financial Group Inc, | 5,173 | $176.6 萬 | 0.08% | +71+1.4% | 加碼 |
| Advisor Group Holdings, Inc. | 5,092 | $173.9 萬 | 0.00% | +2,726+115.2% | 加碼 |
| Sargent Investment Group, LLC | 4,991 | $170.4 萬 | 0.20% | −1,189−19.2% | 減碼 |
| Angeles Wealth Management, LLC | 4,894 | $167.1 萬 | 0.08% | +20.0% | 加碼 |
| Great Diamond Partners, LLC | 4,871 | $166.3 萬 | 0.29% | +218+4.7% | 加碼 |
| New York Life Investment Management LLC | 4,859 | $165.9 萬 | 0.01% | +4,859 | 新進 |
| Summit Place Financial Advisors, LLC | 4,846 | $165.5 萬 | 0.72% | +112+2.4% | 加碼 |