Who owns EVRG (EVRG)
Which tracked institutional funds hold EVRG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVRG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
287 tracked funds added or opened EVRG while 121 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EVRG’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EVRG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EVRG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 911 tracked filers holding EVRG, 455 increased or opened the position and 395 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EVRG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 28
- VANGUARD CAPITAL MANAGEMENT LLC$1.2B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$114M
- VANGUARD FIDUCIARY TRUST CO$105M
- Vanguard Global Advisers, LLC$41M
- CIBC Bancorp USA Inc.$39M
Full exits 50
- VANGUARD GROUP INC$2.2B
- Point72 Asset Management, L.P.$132M
- RNC CAPITAL MANAGEMENT LLC$50M
- Teilinger Capital Ltd.$31M
- CIBC Private Wealth Group LLC$29M
- Diameter Capital Partners LP$19M
Largest adds
- BlackRock, Inc.$155M
- STATE STREET CORP$144M
- FMR LLC$131M
- BANK OF AMERICA CORP /DE/$121M
- MORGAN STANLEY$110M
- JPMORGAN CHASE & CO$86M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$41M
- HSBC HOLDINGS PLC$36M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$28M
- JENNISON ASSOCIATES LLC$24M
- Korea Investment CORP$21M
- FIRST TRUST ADVISORS LP$17M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 22,128,871 | $1.8B | 10.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 16,457,617 | $1.3B | 7.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 14,544,400 | $1.2B | 6.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 12,273,910 | $1.0B | 5.6% | 2026-Q1 |
| FMR LLC added | 9,958,641 | $816M | 4.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 7,311,122 | $599M | 3.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,533,964 | $533M | 3.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 6,222,045 | $510M | 2.8% | 2026-Q1 |
| MORGAN STANLEY added | 4,773,108 | $391M | 2.2% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 3,711,940 | $304M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,020,857 | $246M | 1.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,810,126 | $230M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,724,410 | $223M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,670,303 | $219M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,659,114 | $218M | 1.2% | 2026-Q1 |
| Bluescape Energy Partners LLC | 2,657,473 | $218M | 1.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 2,503,270 | $205M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,473,098 | $203M | 1.1% | 2026-Q1 |
| Magellan Asset Management Ltd trimmed | 2,242,868 | $184M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,231,787 | $183M | 1.0% | 2026-Q1 |
| COHEN & STEERS, INC. added | 2,169,187 | $178M | 1.0% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,902,002 | $159M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,908,444 | $156M | 0.9% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 1,829,131 | $150M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,813,026 | $149M | 0.8% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 1,655,860 | $136M | 0.8% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,646,473 | $135M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,467,647 | $120M | 0.7% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,435,064 | $118M | 0.7% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 1,389,642 | $114M | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,373,291 | $112M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,286,541 | $105M | 0.6% | 2026-Q1 |
| TORTOISE CAPITAL ADVISORS, L.L.C. trimmed | 1,267,504 | $104M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,238,709 | $101M | 0.6% | 2026-Q1 |
| Energy Income Partners, LLC added | 1,237,749 | $101M | 0.6% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 1,186,371 | $97M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,131,602 | $93M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,070,275 | $88M | 0.5% | 2026-Q1 |
| Empower Advisory Group, LLC added | 1,068,450 | $88M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,063,416 | $87M | 0.5% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 1,041,149 | $85M | 0.5% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 1,036,435 | $85M | 0.5% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 992,503 | $81M | 0.5% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd added | 983,388 | $81M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 979,024 | $80M | 0.4% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 967,304 | $79M | 0.4% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 959,416 | $79M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 914,555 | $75M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 878,863 | $71M | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 822,116 | $67M | 0.4% | 2026-Q1 |
| Pacer Advisors, Inc. added | 670,518 | $63M | 0.4% | 2026-Q1 |
| Freestone Grove Partners LP trimmed | 740,962 | $61M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 724,382 | $59M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 718,670 | $59M | 0.3% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 699,185 | $57M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 675,726 | $55M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 638,590 | $52M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 637,262 | $52M | 0.3% | 2026-Q1 |
| OLD REPUBLIC INTERNATIONAL CORP trimmed | 627,561 | $51M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 579,884 | $48M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 549,716 | $45M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 549,227 | $45M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 550,238 | $44M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 538,644 | $44M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 529,380 | $43M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 528,399 | $43M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 517,130 | $42M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 507,902 | $42M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 501,003 | $41M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 493,977 | $40M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 491,722 | $40M | 0.2% | 2026-Q1 |
| HITE Hedge Asset Management LLC trimmed | 480,895 | $39M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 480,707 | $39M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 470,889 | $39M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 457,299 | $37M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 440,097 | $36M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 429,860 | $35M | 0.2% | 2026-Q1 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 426,900 | $35M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 411,084 | $34M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 399,850 | $33M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 397,495 | $33M | 0.2% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 390,402 | $32M | 0.2% | 2026-Q1 |
| GW HENSSLER & ASSOCIATES LTD added | 382,547 | $31M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 377,528 | $31M | 0.2% | 2026-Q1 |
| Creative Planning added | 375,646 | $31M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 372,591 | $31M | 0.2% | 2026-Q1 |
| Verition Fund Management LLC added | 371,549 | $30M | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 341,525 | $28M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 332,776 | $27M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 302,333 | $25M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 292,952 | $24M | 0.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 285,381 | $23M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 29,992,016 | $2.2B | 12.0% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 1,826,964 | $132M | 0.7% | 2025-Q4 stale |
| Maple-Brown Abbott Ltd new | 920,064 | $63M | 0.4% | 2025-Q1 stale |
| RNC CAPITAL MANAGEMENT LLC added | 695,348 | $50M | 0.3% | 2025-Q4 stale |
| Teilinger Capital Ltd. trimmed | 430,000 | $31M | 0.2% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 433,529 | $30M | 0.2% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC trimmed | 402,417 | $29M | 0.2% | 2025-Q4 stale |
| Merewether Investment Management, LP new | 376,700 | $26M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.