EVERGY INC (EVRG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
891
Reporting holders
$18.5B
Reported value
92.8%
Of shares outstanding
0.3%
Held as options
+26
Holder change
Institutions report 213,822,972 shares against 230,513,025 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted; share count carried from an earlier filing (concept 2026-04-30).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.4B | 27,996,513 | 0.04% | 8q | +9.9%+$217.2M |
| STATE STREET CORP | $1.5B | 16,868,189 | 0.04% | 31q | +2.5%+$35.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 14,657,069 | 0.03% | 2q | +0.8%+$9.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $979.2M | 11,329,099 | 0.04% | 2q | -7.7%-$81.7M |
| FMR LLC | $739.6M | 8,557,681 | 0.03% | 31q | -14.1%-$121.1M |
| Invesco Ltd. | $637.1M | 7,371,645 | 0.05% | 31q | -0.7%-$4.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $572.8M | 6,651,115 | 0.03% | 31q | +1.8%+$10.1M |
| FRANKLIN RESOURCES INC | $559.9M | 6,477,686 | 0.12% | 31q | +4.1%+$22.1M |
| MORGAN STANLEY | $343.2M | 3,970,642 | 0.02% | 33q | -16.8%-$69.4M |
| FEDERATED HERMES, INC. | $321.0M | 3,713,776 | 0.46% | 31q | HELD |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $285.6M | 3,304,976 | 1.35% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $238.7M | 2,761,740 | 0.02% | 31q | +3.9%+$8.9M |
| Bank of New York Mellon Corp | $238.3M | 2,757,665 | 0.04% | 31q | +1.2%+$2.9M |
| GOLDMAN SACHS GROUP INC | $238.1M | 2,754,425 | 0.02% | 31q | +11.4%+$24.3M |
| Bluescape Energy Partners LLC | $229.7M | 2,657,473 | 77.24% | 21q | HELD |
| AMERICAN CENTURY COMPANIES INC | $224.1M | 2,592,493 | 0.10% | 31q | -7.7%-$18.8M |
| Nuveen, LLC | $216.1M | 2,499,883 | 0.05% | 6q | HELD |
| JPMORGAN CHASE & CO | $215.8M | 2,480,723 | 0.01% | 31q | -17.9%-$47.0M |
| NORTHERN TRUST CORP | $213.4M | 2,469,494 | 0.02% | 31q | -7.5%-$17.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $194.4M | 2,248,859 | 0.03% | 31q | +0.8%+$1.5M |
| Sixth Street Partners Management Company, L.P. | $194.4M | 2,248,859 | 0.03% | new | NEW |
| CITADEL ADVISORS LLC | $191.1M | 2,117,472 | 0.02% | 31q | +16.8%+$27.5M |
| Magellan Asset Management Ltd | $187.9M | 2,173,521 | 4.20% | 31q | -3.1%-$6.0M |
| TRUIST FINANCIAL CORP | $177.3M | 2,051,400 | 0.21% | 27q | +7.5%+$12.4M |
| Mitsubishi UFJ Trust & Banking Corp | $175.6M | 2,031,638 | 0.38% | 31q | +11.1%+$17.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $171.3M | 1,942,359 | 0.05% | 31q | +2.1%+$3.6M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $153.6M | 1,777,469 | 2.14% | 2q | +27.9%+$33.5M |
| Legal & General Group Plc | $138.2M | 1,599,359 | 0.03% | 31q | -2.9%-$4.1M |
| DEUTSCHE BANK AG\ | $127.8M | 1,478,699 | 0.04% | 33q | +19.4%+$20.7M |
| DIMENSIONAL FUND ADVISORS LP | $121.2M | 1,402,663 | 0.02% | 31q | +2.1%+$2.5M |
| FIRST TRUST ADVISORS LP | $121.2M | 1,401,818 | 0.07% | 31q | -4.5%-$5.7M |
| VICTORY CAPITAL MANAGEMENT INC | $118.5M | 1,370,888 | 0.07% | 31q | -4.5%-$5.5M |
| VANGUARD FIDUCIARY TRUST CO | $111.1M | 1,285,098 | 0.02% | 2q | HELD |
| Energy Income Partners, LLC | $110.4M | 1,277,260 | 1.74% | 15q | +3.2%+$3.4M |
| ENVESTNET ASSET MANAGEMENT INC | $106.7M | 1,234,593 | 0.03% | 31q | +9.1%+$8.9M |
| BNP PARIBAS FINANCIAL MARKETS | $102.4M | 1,185,272 | 0.04% | 31q | +123.9%+$56.7M |
| JANE STREET GROUP, LLC | $100.3M | 843,472 | 0.01% | 14q | +3224.8%+$97.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $100.3M | 1,160,181 | 0.02% | 31q | +9.1%+$8.4M |
| Empower Advisory Group, LLC | $93.5M | 1,082,040 | 0.22% | 14q | +1.3%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $93.4M | 1,080,652 | 0.03% | 7q | +10.4%+$8.8M |
| UBS Group AG | $89.1M | 967,051 | 0.01% | 31q | +5.7%+$4.8M |
| GABELLI FUNDS LLC | $87.9M | 1,017,223 | 0.56% | 31q | -2.3%-$2.1M |
| AQR CAPITAL MANAGEMENT LLC | $87.6M | 1,016,302 | 0.03% | 31q | +14.7%+$11.3M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $84.1M | 972,479 | 0.74% | 6q | +0.5%+$447.3K |
| ANTIPODES PARTNERS Ltd | $84.0M | 972,170 | 1.54% | 4q | -1.1%-$969.6K |
| JENNISON ASSOCIATES LLC | $83.1M | 961,228 | 0.05% | 10q | -3.2%-$2.7M |
| Verition Fund Management LLC | $77.9M | 901,398 | 0.20% | 24q | +142.6%+$45.8M |
| BRANDES INVESTMENT PARTNERS, LP | $76.9M | 890,004 | 0.54% | 7q | -25.0%-$25.6M |
| ExodusPoint Capital Management, LP | $70.2M | 811,921 | 0.45% | 16q | -15.4%-$12.7M |
| Gotham Asset Management, LLC | $64.9M | 751,305 | 0.15% | 19q | +4.5%+$2.8M |
| JONES FINANCIAL COMPANIES LLLP | $64.8M | 742,711 | 0.03% | 23q | +35.0%+$16.8M |
| MILLENNIUM MANAGEMENT LLC | $63.9M | 739,667 | 0.02% | 4q | +61.7%+$24.4M |
| BANK OF MONTREAL /CAN/ | $63.8M | 738,515 | 0.02% | 31q | +50.2%+$21.3M |
| BARCLAYS PLC | $62.9M | 728,294 | 0.01% | 31q | -11.4%-$8.1M |
| Russell Investments Group, Ltd. | $61.0M | 705,405 | 0.05% | 31q | +21.6%+$10.8M |
| Quantinno Capital Management LP | $57.9M | 669,650 | 0.07% | 14q | +21.8%+$10.4M |
| RNC CAPITAL MANAGEMENT LLC | $57.0M | 659,548 | 2.35% | 24q | HELD |
| Balyasny Asset Management L.P. | $56.4M | 653,048 | 0.07% | 11q | +225.4%+$39.1M |
| Swiss National Bank | $56.1M | 649,526 | 0.03% | 31q | -3.9%-$2.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $54.3M | 628,335 | 0.04% | 31q | -1.6%-$886.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $53.5M | 619,062 | 0.03% | 30q | +104.8%+$27.4M |
| HSBC HOLDINGS PLC | $53.2M | 614,758 | 0.02% | 31q | -3.5%-$1.9M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $53.1M | 614,254 | 0.54% | 5q | -51.5%-$56.5M |
| Allianz Asset Management GmbH | $48.2M | 559,108 | 0.04% | 20q | +1.8%+$851.0K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $47.8M | 552,687 | 0.03% | 31q | +6.9%+$3.1M |
| Creative Planning | $46.4M | 536,615 | 0.03% | 31q | +42.9%+$13.9M |
| CRAMER ROSENTHAL MCGLYNN LLC | $45.1M | 522,181 | 2.28% | 4q | +22.3%+$8.2M |
| Sumitomo Mitsui Trust Group, Inc. | $45.1M | 521,983 | 0.03% | 31q | -1.2%-$554.5K |
| Vanguard Global Advisers, LLC | $42.9M | 496,603 | 0.02% | 2q | -0.9%-$380.3K |
| CITIGROUP INC | $41.5M | 479,644 | 0.01% | 31q | +80.8%+$18.5M |
| California Public Employees Retirement System | $40.7M | 471,425 | 0.02% | 31q | -12.5%-$5.8M |
| Point72 Asset Management, L.P. | $40.2M | 464,908 | 0.04% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $39.7M | 459,699 | 0.03% | 2q | +6.9%+$2.6M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $37.6M | 435,025 | 0.18% | 31q | -7.6%-$3.1M |
| ROYAL BANK OF CANADA | $37.0M | 428,213 | 0.01% | 31q | +56.7%+$13.4M |
| Focus Partners Wealth | $35.7M | 412,886 | 0.04% | 10q | HELD |
| CIBC Bancorp USA Inc. | $35.4M | 409,158 | 0.04% | 3q | -14.9%-$6.2M |
| WELLS FARGO & COMPANY/MN | $35.3M | 408,252 | 0.01% | 31q | -45.2%-$29.1M |
| Hudson Bay Capital Management LP | $34.6M | 400,467 | 0.09% | 12q | +93.5%+$16.7M |
| RHUMBLINE ADVISERS | $34.3M | 396,823 | 0.03% | 31q | HELD |
| HITE Hedge Asset Management LLC | $34.0M | 393,514 | 1.86% | 23q | -18.2%-$7.6M |
| CRAWFORD INVESTMENT COUNSEL INC | $33.9M | 391,676 | 0.56% | 31q | HELD |
| GW HENSSLER & ASSOCIATES LTD | $33.2M | 383,867 | 1.48% | 17q | HELD |
| STIFEL FINANCIAL CORP | $30.6M | 354,151 | 0.03% | 31q | +6.4%+$1.8M |
| ALPS ADVISORS INC | $30.4M | 352,276 | 0.14% | 16q | +3.1%+$929.2K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $30.0M | 347,482 | 0.04% | 31q | -52.0%-$32.6M |
| MARSHALL WACE, LLP | $27.2M | 315,194 | 0.02% | new | NEW |
| Cullen/Frost Bankers, Inc. | $25.3M | 292,945 | 0.25% | 30q | +2.7%+$673.5K |
| GAMCO INVESTORS, INC. ET AL | $24.4M | 282,866 | 0.22% | 31q | -0.9%-$217.4K |
| PNC Financial Services Group, Inc. | $24.3M | 281,337 | 0.01% | 31q | +317.5%+$18.5M |
| SEI INVESTMENTS CO | $22.5M | 260,424 | 0.02% | 31q | +3.2%+$689.0K |
| PRINCIPAL FINANCIAL GROUP INC | $22.0M | 254,799 | 0.01% | 31q | -2.0%-$447.4K |
| ALLIANCEBERNSTEIN L.P. | $21.6M | 263,514 | 0.01% | 31q | -7.0%-$1.6M |
| Investment Management Corp of Ontario | $20.4M | 235,880 | 0.26% | 9q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $20.2M | 233,952 | 0.03% | 2q | -4.5%-$945.9K |
| Vanguard Investments Australia, Ltd. | $19.8M | 228,605 | 0.05% | 2q | +2.6%+$495.9K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $18.8M | 217,494 | 0.03% | 31q | -1.5%-$279.9K |
| LPL Financial LLC | $18.4M | 212,841 | 0.00% | 31q | +7.7%+$1.3M |
| Lighthouse Investment Partners, LLC | $18.3M | 211,312 | 0.50% | 3q | +4036.9%+$17.8M |
| Susquehanna Portfolio Strategies, LLC | $18.1M | 209,641 | 0.29% | 5q | -28.4%-$7.2M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 4.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 891 | $18.5B | 213,822,972 | 88 | 354 | 215 | 0.3% |
| Q1 2026 | 865 | $17.1B | 208,769,149 | 93 | 299 | 240 | 0.2% |
| Q4 2025 | 861 | $14.9B | 205,543,327 | 96 | 266 | 249 | 0.3% |
| Q3 2025 | 794 | $16.0B | 208,708,037 | 87 | 301 | 214 | 0.6% |
| Q2 2025 | 755 | $13.6B | 197,786,064 | 74 | 326 | 180 | 0.1% |
| Q1 2025 | 759 | $13.4B | 193,394,826 | 102 | 283 | 205 | 0.5% |
| Q4 2024 | 707 | $11.9B | 193,075,429 | 79 | 254 | 188 | 0.2% |
| Q3 2024 | 650 | $11.8B | 190,678,003 | 71 | 224 | 193 | 0.3% |
| Q2 2024 | 632 | $10.0B | 187,852,285 | 68 | 226 | 191 | 0.4% |
| Q1 2024 | 614 | $10.2B | 190,588,145 | 60 | 201 | 210 | 0.7% |
| Q4 2023 | 615 | $9.9B | 189,726,695 | 66 | 210 | 189 | 0.1% |
| Q3 2023 | 572 | $8.8B | 173,281,204 | 50 | 202 | 178 | 0.1% |
| Q2 2023 | 560 | $9.9B | 169,794,445 | 43 | 179 | 183 | 0.0% |
| Q1 2023 | 542 | $10.7B | 174,275,516 | 47 | 194 | 166 | 0.0% |
| Q4 2022 | 531 | $10.2B | 161,824,662 | 66 | 180 | 166 | 0.1% |
| Q3 2022 | 644 | $11.5B | 192,660,525 | 59 | 224 | 188 | 0.1% |
| Q2 2022 | 639 | $12.6B | 192,344,370 | 60 | 218 | 185 | 0.2% |
| Q1 2022 | 643 | $13.0B | 190,304,232 | 66 | 192 | 197 | 0.2% |
| Q4 2021 | 637 | $13.8B | 201,050,366 | 61 | 202 | 176 | 0.3% |
| Q3 2021 | 589 | $12.3B | 197,882,000 | 50 | 182 | 190 | 0.1% |
| Q2 2021 | 579 | $11.9B | 196,776,691 | 52 | 209 | 151 | 0.2% |
| Q1 2021 | 586 | $11.3B | 190,269,226 | 63 | 186 | 186 | 0.3% |
| Q4 2020 | 590 | $10.5B | 188,396,747 | 63 | 162 | 214 | 0.2% |
| Q3 2020 | 563 | $9.4B | 183,992,293 | 68 | 184 | 192 | 0.4% |
| Q2 2020 | 582 | $11.2B | 187,512,320 | 62 | 141 | 242 | 0.6% |
| Q1 2020 | 584 | $10.5B | 190,005,291 | 56 | 167 | 221 | 0.1% |
| Q4 2019 | 601 | $12.7B | 195,194,477 | 56 | 175 | 206 | 0.1% |
| Q3 2019 | 591 | $13.1B | 197,206,906 | 68 | 199 | 186 | 0.3% |
| Q2 2019 | 566 | $12.0B | 199,755,645 | 54 | 179 | 200 | 0.1% |
| Q1 2019 | 574 | $12.1B | 208,015,599 | 59 | 198 | 195 | 0.1% |
| Q4 2018 | 588 | $12.4B | 219,645,486 | 10 | 8 | 8 | 0.0% |