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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 1,850 | $63.2 萬 | 0.00% | +1,043+129.2% | 加碼 |
| Net Worth Advisory Group | 1,849 | $63.1 萬 | 0.16% | +27+1.5% | 加碼 |
| Maryland State Retirement & Pension System | 1,839 | $62.8 萬 | 0.01% | 00.0% | 不變 |
| J2 Capital Management Inc | 1,819 | $62.1 萬 | 0.42% | −52−2.8% | 減碼 |
| Argonautica Private Wealth Management, Inc | 1,807 | $61.7 萬 | 0.15% | 00.0% | 不變 |
| Commerce Bank | 1,787 | $61.0 萬 | 0.00% | +33+1.9% | 加碼 |
| Roberts Glore & Co Inc | 1,780 | $60.8 萬 | 0.15% | +1,780 | 新進 |
| Harbor Investment Advisory, LLC | 1,760 | $60.1 萬 | 0.04% | +265+17.7% | 加碼 |
| Hantz Financial Services, Inc. | 1,703 | $58.1 萬 | 0.01% | +592+53.3% | 加碼 |
| 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 |
| Greenleaf Trust | 1,677 | $57.3 萬 | 0.01% | −22−1.3% | 減碼 |
| Encompass More Asset Management | 1,661 | $56.7 萬 | 0.08% | −2−0.1% | 減碼 |
| Johnson Investment Counsel Inc | 1,655 | $56.5 萬 | 0.00% | +18+1.1% | 加碼 |
| Camden Capital, LLC | 1,633 | $55.7 萬 | 0.03% | +8+0.5% | 加碼 |
| GAMMA Investing LLC | 1,597 | $54.5 萬 | 0.02% | +148+10.2% | 加碼 |
| Citizens Financial Group Inc | 1,576 | $53.8 萬 | 0.01% | −5−0.3% | 減碼 |
| Dorsey Wright & Associates | 1,553 | $53.0 萬 | 0.09% | −21,548−93.3% | 減碼 |
| Callan Family Office, LLC | 1,533 | $52.3 萬 | 0.01% | +23+1.5% | 加碼 |
| Centiva Capital, LP | 1,520 | $51.9 萬 | 0.02% | +1,520 | 新進 |
| Precision Wealth Strategies, LLC | 1,505 | $51.4 萬 | 0.15% | −125−7.7% | 減碼 |
| West Family Investments, Inc. | 1,491 | $50.9 萬 | 0.15% | +1,491 | 新進 |
| Whalen Wealth Management Inc. | 1,487 | $50.8 萬 | 0.23% | −100−6.3% | 減碼 |
| Polymer Capital Management (US) LLC | 1,473 | $50.3 萬 | 0.07% | −1,166−44.2% | 減碼 |
| Fielder Capital Group LLC | 1,438 | $49.1 萬 | 0.11% | +58+4.2% | 加碼 |
| Ritholtz Wealth Management | 1,415 | $48.3 萬 | 0.01% | +90+6.8% | 加碼 |
| Evolve Private Wealth, LLC | 1,413 | $48.2 萬 | 0.03% | −140−9.0% | 減碼 |
| Prudential PLC | 1,404 | $47.9 萬 | 0.00% | +1,404 | 新進 |
| Bond & Devick Financial Network, Inc. | 1,400 | $47.8 萬 | 0.12% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 1,391 | $47.5 萬 | 0.02% | +1,391 | 新進 |
| Quadrant Capital Group LLC | 1,390 | $47.5 萬 | 0.01% | −13−0.9% | 減碼 |
| Ethic Inc. | 1,389 | $47.4 萬 | 0.01% | −183−11.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,372 | $46.8 萬 | 0.01% | −164−10.7% | 減碼 |
| M&T Bank Corp | 1,324 | $45.2 萬 | 0.00% | −759−36.4% | 減碼 |
| Great Lakes Advisors, LLC | 1,315 | $44.9 萬 | 0.00% | −32−2.4% | 減碼 |
| Custom Index Systems, LLC | 1,313 | $44.8 萬 | 0.16% | −20−1.5% | 減碼 |
| Everence Capital Management Inc | 1,302 | $44.5 萬 | 0.02% | 00.0% | 不變 |
| KBC Group NV | 1,296 | $44.3 萬 | 0.00% | +119+10.1% | 加碼 |
| Kendall Capital Management | 1,280 | $43.7 萬 | 0.07% | +285+28.6% | 加碼 |
| Shelton Capital Management | 1,268 | $43.3 萬 | 0.01% | 00.0% | 不變 |
| Sterling Capital Management LLC | 1,265 | $43.2 萬 | 0.01% | −184−12.7% | 減碼 |
| State of Wyoming | 1,263 | $43.1 萬 | 0.04% | +1,116+759.2% | 加碼 |
| CIBC Asset Management Inc | 1,224 | $41.8 萬 | 0.00% | +31+2.6% | 加碼 |
| Insight Wealth Partners, LLC | 1,223 | $41.8 萬 | 0.06% | −31−2.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 1,213 | $41.4 萬 | 0.02% | −13,059−91.5% | 減碼 |
| First Bank & Trust | 1,200 | $41.0 萬 | 0.06% | −47−3.8% | 減碼 |
| CIBC World Markets Inc. | 1,200 | $41.0 萬 | 0.00% | +83+7.4% | 加碼 |
| Parcion Private Wealth LLC | 1,200 | $41.0 萬 | 0.02% | +350+41.2% | 加碼 |
| denkapparat Operations GmbH | 1,196 | $40.8 萬 | 0.13% | +1,196 | 新進 |
| Wedmont Private Capital | 1,209 | $40.5 萬 | 0.01% | +128+11.8% | 加碼 |
| AE Wealth Management LLC | 1,184 | $40.5 萬 | 0.00% | +67+6.0% | 加碼 |
| Stephens Inc | 1,181 | $40.3 萬 | 0.00% | −1−0.1% | 減碼 |
| Legacy Financial Independent Advisors LLC | 1,178 | $40.2 萬 | 0.19% | +94+8.7% | 加碼 |
| Atomi Financial Group, Inc. | 1,173 | $40.1 萬 | 0.01% | +268+29.6% | 加碼 |
| 1832 Asset Management L.P. | 1,173 | $40.1 萬 | 0.00% | +1,173 | 新進 |
| Jackson Thornton Asset Management, LLC | 1,165 | $39.8 萬 | 0.03% | +359+44.5% | 加碼 |
| Crestwood Advisors Group LLC | 1,156 | $39.5 萬 | 0.01% | +63+5.8% | 加碼 |
| Laird Norton Trust Company, LLC | 1,145 | $39.1 萬 | 0.01% | +2+0.2% | 加碼 |
| Susquehanna International Group, LLP | 1,142 | $39.0 萬 | 0.00% | −19,383−94.4% | 減碼 |
| NewEdge Wealth, LLC | 1,137 | $38.8 萬 | 0.00% | +147+14.8% | 加碼 |
| Wealthspire Advisors, LLC | 1,128 | $38.5 萬 | 0.00% | −171−13.2% | 減碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,120 | $38.2 萬 | 0.01% | +1,120 | 新進 |
| Farther Finance Advisors, LLC | 1,107 | $37.7 萬 | 0.00% | +118+11.9% | 加碼 |
| Sagespring Wealth Partners, LLC | 1,105 | $37.7 萬 | 0.01% | +153+16.1% | 加碼 |
| Qtron Investments LLC | 1,103 | $37.7 萬 | 0.05% | −25−2.2% | 減碼 |
| Atria Investments LLC | 1,099 | $37.5 萬 | 0.00% | −2,073−65.4% | 減碼 |
| North Dakota State Investment Board | 1,096 | $37.4 萬 | 0.02% | +18+1.7% | 加碼 |
| Axq Capital, LP | 1,093 | $37.3 萬 | 0.04% | −6,433−85.5% | 減碼 |
| Riversedge Advisors, LLC | 1,082 | $37.0 萬 | 0.05% | +1,082 | 新進 |
| Proficio Capital Partners LLC | 1,073 | $36.6 萬 | 0.01% | +1,073 | 新進 |
| Exchange Traded Concepts, LLC | 1,072 | $36.6 萬 | 0.00% | +171+19.0% | 加碼 |
| Jump Financial, LLC | 1,046 | $35.7 萬 | 0.00% | +1,046 | 新進 |
| Nykredit A/S | 1,039 | $35.5 萬 | 0.00% | +1,039 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 1,028 | $35.1 萬 | 0.00% | −80−7.2% | 減碼 |
| Joel Isaacson & Co., LLC | 1,026 | $35.0 萬 | 0.01% | +3+0.3% | 加碼 |
| Toronto Dominion Bank | 1,018 | $34.7 萬 | 0.00% | −327−24.3% | 減碼 |
| Private Advisor Group, LLC | 1,009 | $34.4 萬 | 0.00% | +1,009 | 新進 |
| Sentinus, LLC | 1,007 | $34.4 萬 | 0.03% | +315+45.5% | 加碼 |
| Courier Capital LLC | 1,000 | $34.1 萬 | 0.02% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 1,000 | $34.1 萬 | 0.09% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 992 | $33.9 萬 | 0.03% | +12+1.2% | 加碼 |
| Parallel Advisors, LLC | 986 | $33.7 萬 | 0.01% | +2+0.2% | 加碼 |
| Narus Financial Partners, LLC | 979 | $33.4 萬 | 0.09% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 971 | $33.2 萬 | 0.01% | +971 | 新進 |
| Meeder Advisory Services, Inc. | 967 | $33.0 萬 | 0.01% | −4−0.4% | 減碼 |
| Moody Aldrich Partners LLC | 962 | $32.8 萬 | 0.06% | −3−0.3% | 減碼 |
| PCM Encore, LLC | 911 | $31.1 萬 | 0.05% | −1−0.1% | 減碼 |
| Azimuth Capital Investment Management LLC | 905 | $30.9 萬 | 0.01% | +15+1.7% | 加碼 |
| Caerus Investment Advisors, LLC | 901 | $30.8 萬 | 0.10% | +901 | 新進 |
| VestGen Advisors, LLC | 900 | $30.7 萬 | 0.01% | −2−0.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 892 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 892 | $30.5 萬 | 0.01% | +34+4.0% | 加碼 |
| Versant Capital Management, Inc | 889 | $30.4 萬 | 0.03% | +144+19.3% | 加碼 |
| Park Avenue Securities LLC | 880 | $30.1 萬 | 0.00% | −140−13.7% | 減碼 |
| Evergreen Capital Management LLC | 868 | $29.6 萬 | 0.01% | −83−8.7% | 減碼 |
| Norden Group LLC | 868 | $29.6 萬 | 0.02% | −23−2.6% | 減碼 |
| Belpointe Asset Management LLC | 862 | $29.4 萬 | 0.01% | −133−13.4% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 858 | $29.3 萬 | 0.05% | +858 | 新進 |
| Hilltop Holdings Inc. | 854 | $29.2 萬 | 0.02% | +50+6.2% | 加碼 |
| Investment House LLC | 850 | $29.0 萬 | 0.01% | 00.0% | 不變 |