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Institutional Ownership · SEC Form 13F

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.

912
Institutional holders
211,235,387
Shares held (tracked funds)
97.9%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed22,128,871$1.8B10.0%2026-Q1
STATE STREET CORP trimmed16,457,617$1.3B7.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new14,544,400$1.2B6.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new12,273,910$1.0B5.6%2026-Q1
FMR LLC added9,958,641$816M4.5%2026-Q1
Invesco Ltd. trimmed7,311,122$599M3.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added6,533,964$533M3.0%2026-Q1
FRANKLIN RESOURCES INC added6,222,045$510M2.8%2026-Q1
MORGAN STANLEY added4,773,108$391M2.2%2026-Q1
FEDERATED HERMES, INC. trimmed3,711,940$304M1.7%2026-Q1
JPMORGAN CHASE & CO added3,020,857$246M1.4%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed2,810,126$230M1.3%2026-Q1
Bank of New York Mellon Corp added2,724,410$223M1.2%2026-Q1
NORTHERN TRUST CORP added2,670,303$219M1.2%2026-Q1
BANK OF AMERICA CORP /DE/ added2,659,114$218M1.2%2026-Q1
Bluescape Energy Partners LLC2,657,473$218M1.2%2026-Q1
Nuveen, LLC trimmed2,503,270$205M1.1%2026-Q1
GOLDMAN SACHS GROUP INC added2,473,098$203M1.1%2026-Q1
Magellan Asset Management Ltd trimmed2,242,868$184M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,231,787$183M1.0%2026-Q1
COHEN & STEERS, INC. added2,169,187$178M1.0%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed1,902,002$159M0.9%2026-Q1
TRUIST FINANCIAL CORP added1,908,444$156M0.9%2026-Q1
Mitsubishi UFJ Trust & Banking Corp added1,829,131$150M0.8%2026-Q1
CITADEL ADVISORS LLC added1,813,026$149M0.8%2026-Q1
DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed1,655,860$136M0.8%2026-Q1
Legal & General Group Plc trimmed1,646,473$135M0.7%2026-Q1
FIRST TRUST ADVISORS LP trimmed1,467,647$120M0.7%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed1,435,064$118M0.7%2026-Q1
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added1,389,642$114M0.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,373,291$112M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,286,541$105M0.6%2026-Q1
TORTOISE CAPITAL ADVISORS, L.L.C. trimmed1,267,504$104M0.6%2026-Q1
DEUTSCHE BANK AG\ added1,238,709$101M0.6%2026-Q1
Energy Income Partners, LLC added1,237,749$101M0.6%2026-Q1
BRANDES INVESTMENT PARTNERS, LP added1,186,371$97M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,131,602$93M0.5%2026-Q1
Thrivent Financial for Lutherans added1,070,275$88M0.5%2026-Q1
Empower Advisory Group, LLC added1,068,450$88M0.5%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,063,416$87M0.5%2026-Q1
GABELLI FUNDS LLC trimmed1,041,149$85M0.5%2026-Q1
THOMPSON SIEGEL & WALMSLEY LLC trimmed1,036,435$85M0.5%2026-Q1
JENNISON ASSOCIATES LLC trimmed992,503$81M0.5%2026-Q1
ANTIPODES PARTNERS Ltd added983,388$81M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed979,024$80M0.4%2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added967,304$79M0.4%2026-Q1
ExodusPoint Capital Management, LP trimmed959,416$79M0.4%2026-Q1
UBS Group AG trimmed914,555$75M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed878,863$71M0.4%2026-Q1
BARCLAYS PLC trimmed822,116$67M0.4%2026-Q1
Pacer Advisors, Inc. added670,518$63M0.4%2026-Q1
Freestone Grove Partners LP trimmed740,962$61M0.3%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed724,382$59M0.3%2026-Q1
Gotham Asset Management, LLC added718,670$59M0.3%2026-Q1
Treasurer of the State of North Carolina added699,185$57M0.3%2026-Q1
Swiss National Bank added675,726$55M0.3%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed638,590$52M0.3%2026-Q1
HSBC HOLDINGS PLC trimmed637,262$52M0.3%2026-Q1
OLD REPUBLIC INTERNATIONAL CORP trimmed627,561$51M0.3%2026-Q1
Russell Investments Group, Ltd. trimmed579,884$48M0.3%2026-Q1
Quantinno Capital Management LP added549,716$45M0.2%2026-Q1
Allianz Asset Management GmbH trimmed549,227$45M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added550,238$44M0.2%2026-Q1
California Public Employees Retirement System trimmed538,644$44M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added529,380$43M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed528,399$43M0.2%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added517,130$42M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed507,902$42M0.2%2026-Q1
Vanguard Global Advisers, LLC new501,003$41M0.2%2026-Q1
NATIXIS ADVISORS, LLC added493,977$40M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added491,722$40M0.2%2026-Q1
HITE Hedge Asset Management LLC trimmed480,895$39M0.2%2026-Q1
CIBC Bancorp USA Inc. added480,707$39M0.2%2026-Q1
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added470,889$39M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC added457,299$37M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed440,097$36M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new429,860$35M0.2%2026-Q1
CRAMER ROSENTHAL MCGLYNN LLC trimmed426,900$35M0.2%2026-Q1
Focus Partners Wealth added411,084$34M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND399,850$33M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed397,495$33M0.2%2026-Q1
CRAWFORD INVESTMENT COUNSEL INC added390,402$32M0.2%2026-Q1
GW HENSSLER & ASSOCIATES LTD added382,547$31M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added377,528$31M0.2%2026-Q1
Creative Planning added375,646$31M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added372,591$31M0.2%2026-Q1
Verition Fund Management LLC added371,549$30M0.2%2026-Q1
ALPS ADVISORS INC trimmed341,525$28M0.2%2026-Q1
STIFEL FINANCIAL CORP added332,776$27M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added302,333$25M0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC292,952$24M0.1%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed285,381$23M0.1%2026-Q1
VANGUARD GROUP INC trimmed29,992,016$2.2B12.0%2025-Q4 stale
Point72 Asset Management, L.P. added1,826,964$132M0.7%2025-Q4 stale
Maple-Brown Abbott Ltd new920,064$63M0.4%2025-Q1 stale
RNC CAPITAL MANAGEMENT LLC added695,348$50M0.3%2025-Q4 stale
Teilinger Capital Ltd. trimmed430,000$31M0.2%2025-Q4 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed433,529$30M0.2%2025-Q1 stale
CIBC Private Wealth Group LLC trimmed402,417$29M0.2%2025-Q4 stale
Merewether Investment Management, LP new376,700$26M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership