Who owns Evergy (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-Q2 13F filings (latest filed 2026-09-22). 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
235 tracked funds added or opened EVRG while 120 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 2026-Q1 and 2026-Q2, across 886 tracked filers holding EVRG, 476 increased or opened the position and 373 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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
- TPG GP A, LLC$42M
- Point72 Asset Management, L.P.$40M
- MARSHALL WACE, LLP$27M
- D. E. Shaw & Co., Inc.$8M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7M
- KENNEDY CAPITAL MANAGEMENT LLC$7M
Full exits 62
- COHEN & STEERS, INC.$178M
- Thrivent Financial for Lutherans$88M
- THOMPSON SIEGEL & WALMSLEY LLC$85M
- Freestone Grove Partners LP$61M
- Treasurer of the State of North Carolina$57M
- OLD REPUBLIC INTERNATIONAL CORP$51M
Largest adds
- BlackRock, Inc.$607M
- STATE STREET CORP$110M
- VANGUARD CAPITAL MANAGEMENT LLC$75M
- JANE STREET GROUP, LLC$71M
- BNP PARIBAS FINANCIAL MARKETS$59M
- FRANKLIN RESOURCES INC$50M
Largest trims
- FMR LLC$76M
- TORTOISE CAPITAL ADVISORS, L.L.C.$51M
- MORGAN STANLEY$48M
- RENAISSANCE TECHNOLOGIES LLC$37M
- JPMORGAN CHASE & CO$31M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$29M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TPG GP A, LLC new | 29,750,000 | $42M | 0.3% | 2026-Q2 |
| BlackRock, Inc. added | 27,996,513 | $2.4B | 14.5% | 2026-Q2 |
| STATE STREET CORP added | 16,868,189 | $1.5B | 8.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 14,657,069 | $1.3B | 7.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 11,329,099 | $979M | 5.9% | 2026-Q2 |
| FMR LLC trimmed | 8,557,681 | $740M | 4.4% | 2026-Q2 |
| Invesco Ltd. added | 7,371,645 | $637M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,651,115 | $573M | 3.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 6,477,686 | $560M | 3.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,970,642 | $343M | 2.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 3,713,776 | $321M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,761,740 | $239M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,757,665 | $238M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,754,425 | $238M | 1.4% | 2026-Q2 |
| Bluescape Energy Partners LLC | 2,657,473 | $230M | 1.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,592,493 | $224M | 1.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 2,499,883 | $216M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,480,723 | $216M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 2,469,494 | $213M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,248,859 | $194M | 1.2% | 2026-Q2 |
| Magellan Asset Management Ltd trimmed | 2,173,521 | $188M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 2,117,472 | $183M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,051,400 | $177M | 1.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 2,031,638 | $176M | 1.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,942,359 | $171M | 1.0% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 1,777,469 | $154M | 0.9% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 1,652,488 | $143M | 0.9% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,599,359 | $138M | 0.8% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,478,699 | $128M | 0.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,402,663 | $121M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,401,818 | $121M | 0.7% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,370,888 | $118M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,285,098 | $111M | 0.7% | 2026-Q2 |
| Energy Income Partners, LLC added | 1,277,260 | $110M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,234,593 | $107M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,185,272 | $102M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,160,181 | $100M | 0.6% | 2026-Q2 |
| Empower Advisory Group, LLC added | 1,082,040 | $94M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,080,652 | $93M | 0.6% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 1,017,223 | $88M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,016,302 | $88M | 0.5% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 972,479 | $84M | 0.5% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd trimmed | 972,170 | $84M | 0.5% | 2026-Q2 |
| UBS Group AG added | 967,051 | $84M | 0.5% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 961,228 | $83M | 0.5% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 890,004 | $77M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 843,472 | $73M | 0.4% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 811,921 | $70M | 0.4% | 2026-Q2 |
| Gotham Asset Management, LLC added | 751,305 | $65M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 742,711 | $65M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 739,667 | $64M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 738,515 | $64M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 728,294 | $63M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 705,405 | $61M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 669,650 | $58M | 0.3% | 2026-Q2 |
| RNC CAPITAL MANAGEMENT LLC added | 659,548 | $57M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 653,048 | $56M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 649,526 | $56M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 628,335 | $54M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 614,758 | $53M | 0.3% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. trimmed | 614,254 | $53M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH added | 559,108 | $48M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 552,687 | $48M | 0.3% | 2026-Q2 |
| Creative Planning added | 536,615 | $46M | 0.3% | 2026-Q2 |
| CRAMER ROSENTHAL MCGLYNN LLC added | 522,181 | $45M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 521,983 | $45M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 496,603 | $43M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 479,644 | $41M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 471,425 | $41M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 464,908 | $40M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 459,699 | $40M | 0.2% | 2026-Q2 |
| Verition Fund Management LLC added | 450,699 | $39M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 435,025 | $38M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 428,213 | $37M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 412,886 | $36M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 409,158 | $35M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 408,252 | $35M | 0.2% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 400,467 | $35M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 396,823 | $34M | 0.2% | 2026-Q2 |
| HITE Hedge Asset Management LLC trimmed | 393,514 | $34M | 0.2% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC added | 391,676 | $34M | 0.2% | 2026-Q2 |
| GW HENSSLER & ASSOCIATES LTD added | 383,867 | $33M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 354,151 | $31M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 352,276 | $30M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 347,482 | $30M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 331,626 | $29M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 315,194 | $27M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 309,684 | $27M | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 292,945 | $25M | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 282,866 | $24M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 281,337 | $24M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 267,287 | $23M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 263,514 | $22M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 260,424 | $23M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 254,799 | $22M | 0.1% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 253,884 | $22M | 0.1% | 2026-Q2 |
| Investment Management Corp of Ontario added | 235,880 | $20M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 233,952 | $20M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 228,605 | $20M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 217,494 | $19M | 0.1% | 2026-Q2 |
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.