Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EVRG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25.5M | $2.09B | +11.5% | 11.055% | 0.04% |
| 2 | STATE STREET CORP | 16.5M | $1.35B | -0.9% | 7.140% | 0.05% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 14.5M | $1.19B | — | 6.310% | 0.03% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12.3M | $1.01B | — | 5.325% | 0.05% |
| 5 | FMR LLC | 10.0M | $815.8M | +5.3% | 4.320% | 0.04% |
| 6 | Invesco Ltd. | 7.4M | $608.0M | -1.2% | 3.220% | 0.09% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 6.5M | $533.4M | +1.4% | 2.834% | 0.03% |
| 8 | FRANKLIN RESOURCES INC | 6.2M | $509.7M | +2.1% | 2.699% | 0.12% |
| 9 | MORGAN STANLEY | 4.8M | $391.0M | +23.2% | 2.071% | 0.02% |
| 10 | FEDERATED HERMES, INC. | 3.7M | $304.1M | -1.3% | 1.610% | 0.49% |
| 11 | AMERICAN CENTURY COMPANIES INC | 2.8M | $230.2M | -2.4% | 1.219% | 0.12% |
| 12 | Bank of New York Mellon Corp | 2.7M | $223.2M | +2.5% | 1.182% | 0.04% |
| 13 | NORTHERN TRUST CORP | 2.7M | $218.8M | +1.9% | 1.158% | 0.03% |
| 14 | BANK OF AMERICA CORP /DE/ | 2.7M | $217.8M | +99.4% | 1.154% | 0.02% |
| 15 | Bluescape Energy Partners LLC | 2.7M | $217.7M | 0.0% | 1.153% | 67.58% |
| 16 | Nuveen, LLC | 2.5M | $205.1M | -13.7% | 1.086% | 0.06% |
| 17 | GOLDMAN SACHS GROUP INC | 2.5M | $202.6M | +39.6% | 1.073% | 0.02% |
| 18 | Magellan Asset Management Ltd | 2.2M | $183.7M | -6.9% | 0.973% | 2.38% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.2M | $182.8M | +2.0% | 0.968% | 0.03% |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.9M | $158.8M | -4.6% | 0.825% | 0.05% |
| 21 | TRUIST FINANCIAL CORP | 1.9M | $156.3M | +3.3% | 0.828% | 0.23% |
| 22 | CITADEL ADVISORS LLC | 1.9M | $153.1M | +90.7% | 0.810% | 0.07% |
| 23 | Mitsubishi UFJ Trust & Banking Corp | 1.8M | $149.8M | +5.1% | 0.793% | 0.37% |
| 24 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.7M | $135.6M | -3.5% | 0.718% | 1.41% |
| 25 | Legal & General Group Plc | 1.6M | $134.9M | -1.6% | 0.714% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EVRG — a direct measure of their conviction.
Filings activity in EVRG during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 893 | 1.1% | 85.78% | +9.41 pp | $16.58B | +12% |
| Q4 2025 | 903 | +9.1% | 76.37% | 4.93 pp | $14.76B | 6.1% |
| Q3 2025 | 828 | +3.0% | 81.30% | +11.29 pp | $15.71B | +16% |
| Q2 2025 | 804 | +0.9% | 70.01% | +2.67 pp | $13.53B | +4.0% |
| Q1 2025 | 797 | +6.1% | 67.34% | +8.98 pp | $13.02B | +15% |
| Q4 2024 | 751 | +7.6% | 58.36% | 31.26 pp | $11.28B | 35% |
| Q3 2024 | 698 | +3.1% | 89.62% | +39.41 pp | $17.32B | +78% |
| Q2 2024 | 677 | — | 50.21% | — | $9.70B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EVRG stock.
Based on Q1 2026 13F filings, institutional ownership of Evergy, Inc. stands at 85.8%, held across 893 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EVRG, with approximately 25,483,010 shares worth $2.09B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of EVRG, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for EVRG is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
113 institutions opened new positions in EVRG during Q1 2026, while 123 fully exited. 670 added to existing positions and 107 trimmed.
EVRG institutional ownership rose by 9.41 percentage points quarter-over-quarter, with a net change of -10 holders.
The top 10 institutions account for 53.0% of all reported 13F value in EVRG, and the top 25 account for 69.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Evergy, Inc. (EVRG) Institutional Ownership