Who Owns EATON VANCE (EVV)? -- Institutional Holders (2026-06-30)

154 institutions reported holding $398.9M of EATON VANCE (EVV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($94.6M), SIT INVESTMENT ASSOCIATES INC ($75.0M), AMERIPRISE FINANCIAL INC ($47.7M), GUGGENHEIM CAPITAL LLC ($16.6M), Invesco Ltd. ($15.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$94.6M10.1MAdded
2SIT INVESTMENT ASSOCIATES INC$75.0M8.0MAdded
3AMERIPRISE FINANCIAL INC$47.7M5.1MAdded
4GUGGENHEIM CAPITAL LLC$16.6M1.8MTrimmed
5Invesco Ltd.$15.8M1.7MAdded
6LPL Financial LLC$11.4M1.2MAdded
7Chicago Partners Investment Group LLC$9.5M1.0MTrimmed
8Cetera Investment Advisers$9.2M983,948Added
9Royal Bank of Canada$8.8M935,817Trimmed
10UBS Group AG$6.8M725,540Added
11RAYMOND JAMES FINANCIAL INC$5.9M630,916Added
12Janney Montgomery Scott LLC$5.6M600,267Added
13Focus Partners Wealth$5.6M594,778Added
14Capital Investment Advisors, LLC$5.4M580,562Trimmed
15Kanen Wealth Management LLC$4.4M465,077Added
16WELLS FARGO & COMPANY/MN$3.9M419,238Added
17OSAIC HOLDINGS, INC.$3.8M409,060Added
18Cyndeo Wealth Partners, LLC$3.7M391,237Trimmed
19OAK HILL ADVISORS LP$3.7M390,403Hold
20COHEN & STEERS, INC.$3.5M375,463Hold
21STIFEL FINANCIAL CORP$3.3M354,382Added
22Kestra Advisory Services, LLC$3.1M329,156Added
23BANK OF AMERICA CORP /DE/$2.4M256,234Trimmed
24NewEdge Advisors, LLC$2.4M251,894Added
25Shaker Financial Services, LLC$2.2M232,722Trimmed

Source: SEC Form 13F filings · as of 2026-06-30