Evolution Petroleum Corp (EPM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

365,955Shares held by institutions

$1,710,840Value of institutional holdings

59.67%Institutional ownership %

4.64%Shares Changed QoQ

106No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Evolution Petroleum Corp (NYSE:EPM) has 114 institutional investors with active 13F positions as of December 2025.

These investors held 53.5% of outstanding shares in December 2025, down from 58.7% in September 2025.
They decreased total shares held in Evolution Petroleum by -2.99% from the prior quarter, while the number of investors in EPM increased 0.88% year over year.
Of these 114 funds, 57 grew their exposure to Evolution Petroleum, 42 cut back, and 15 maintained positions.
Altogether, these fund groups held 18.2Mn shares in EPM by December 2025, down by 560.77K shares quarter on quarter, and down 2.35Mn shares year over year.
BlackRock, Inc. is the top holder of Evolution Petroleum as of December 31, 2025, with 2.41Mn shares representing 7.09% of outstanding stock.
The largest buyers of Evolution Petroleum for the quarter ending December 2025 were Raymond James Financial Inc (296.42K), CITADEL ADVISORS LLC (271.0K), Rothschild Wealth LLC (174.28K), WealthTrust Axiom LLC (166.62K), Point72 Asset Management, L.P. (106.39K).
Leading sellers of Evolution Petroleum shares for the quarter ending December 2025 were River Road Asset Management, LLC (757.02K), Russell Investments Group, Ltd. (621.33K), UBS Group AG (325.1K), Bank of New York Mellon Corp (156.61K), North Star Investment Management Corp. (124.8K).
According to Business Quant data, leading holders of EPM for December 2025 are BlackRock, Inc. (2.41Mn), WealthTrust Axiom LLC (1.95Mn), VANGUARD GROUP INC (1.63Mn), DIMENSIONAL FUND ADVISORS LP (1.42Mn), RENAISSANCE TECHNOLOGIES LLC (1.06Mn), AMERICAN CENTURY COMPANIES INC (1.02Mn), Raymond James Financial Inc (770.69K), GEODE CAPITAL MANAGEMENT, LLC (756.7K), State Street Corp (695.17K), Morgan Stanley (659.96K).

114 Institutional Holders

365,955 Total Shares Held

Rows:

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Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-31,848	-1.30%	$0.00
WealthTrust Axiom LLC	31 Dec, 2025	166,624	9.35%	$0.00
CWA Asset Management Group, LLC	31 Dec, 2025	76,686	16.30%	$0.00
Barclays Plc	31 Dec, 2025	-40,210	-43.26%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	28,306	1.77%	$0.00
Register Financial Advisors LLC	31 Dec, 2025	20,978	6.61%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-11,982	-0.84%	$0.00
Rothschild Wealth LLC	31 Dec, 2025	174,275	0.00%	$0.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	2,300	0.22%	$0.00
UBS Group AG	31 Dec, 2025	-325,098	-69.22%	$0.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	43,203	4.42%	$0.00
RITHOLTZ WEALTH MANAGEMENT	31 Dec, 2025	-6,311	-4.64%	$0.00
Raymond James Financial Inc	31 Dec, 2025	296,415	62.50%	$0.00
Quantinno Capital Management LP	31 Dec, 2025	31,871	37.33%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	29,101	4.00%	$0.00
Ethic Inc.	31 Dec, 2025	-7,147	-6.11%	$0.00
State Street Corp	31 Dec, 2025	-519	-0.07%	$0.00
Point72 Asset Management, L.P.	31 Dec, 2025	106,387	0.00%	$0.00
Morgan Stanley	31 Dec, 2025	18,897	2.95%	$0.00
Castleview Partners, LLC	31 Dec, 2025	78,300	0.00%	$0.00

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