Evolution Petroleum EPM Institutional Ownership

NYSE EPM

$3.85 +0.12 (+3.22%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

119 Institutions

Increased 65 54.6%

Unchanged 22 18.5%

Reduced 32 26.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

52.93%

▲+0.85 pp QoQ

Shares Held by Institutions

18.13Mn

of 34.25Mn outstanding

▲+4.90% QoQ

Shares Outstanding

34.25Mn

16.12Mn held outside 13F filers

Institutional Investors

119

filed 13F for Jun 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

+847.58K

accumulated since last quarter

Value of Holdings

$69.80Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Evolution Petroleum Corp (NYSE:EPM) showed up in the 13F filings of 119 institutional investors as of June 2026.

They owned 52.8% of outstanding stock in June 2026, up from 52.1% the prior quarter.
They increased total shares held in Evolution Petroleum by 4.9% from the prior quarter, while the number of investors in EPM increased 10.19% year over year.
Of these 119 funds, 65 grew their exposure to Evolution Petroleum, 32 cut back, and 22 maintained positions.
Combined, these investors held 18.13Mn shares in EPM for June 2026, up by 847.58K shares quarter on quarter, and down 1.75Mn shares year over year.
As of June 30, 2026, the biggest holder of Evolution Petroleum is BlackRock, Inc. at 2.42Mn shares, representing 7.04% of shares outstanding.
Top purchasers of EPM stock for the quarter ending June 2026 included AQR CAPITAL MANAGEMENT LLC (342.17K), GEODE CAPITAL MANAGEMENT, LLC (107.34K), Quantinno Capital Management LP (105.08K), Sixth Street Partners Management Company, L.P. (98.68K), CWA Asset Management Group, LLC (96.48K).
The biggest sellers of Evolution Petroleum for the quarter ending June 2026 included CITADEL ADVISORS LLC (277.23K), Goldman Sachs Group Inc (121.11K), RITHOLTZ WEALTH MANAGEMENT (46.76K), Northern Trust Corp (43.37K), Engineers Gate Manager LP (42.8K).
Evolution Petroleum's 10 largest shareholders as of June 2026 include BlackRock, Inc. (2.42Mn), WealthTrust Axiom LLC (2.21Mn), DIMENSIONAL FUND ADVISORS LP (1.49Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.27Mn), AMERICAN CENTURY COMPANIES INC (1.08Mn), RENAISSANCE TECHNOLOGIES LLC (1.03Mn), Raymond James Financial Inc (996.43K), GEODE CAPITAL MANAGEMENT, LLC (885.71K), CWA Asset Management Group, LLC (805.76K), State Street Corp (691.69K) per Business Quant data.

Form 13F Holdings

119 Institutional Holders

Report period 30 Jun, 2026

Total shares held 18.13Mn

Of outstanding 52.93%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	2,416,712	7.06%	▲50,896	+2.15%	$8.89Mn
2	WealthTrust Axiom LLC	0001425949	2,212,619	6.46%	▲76,403	+3.58%	$8.14Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	1,488,715	4.35%	▲35,497	+2.44%	$5.48Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,272,857	3.72%	▲25,123	+2.01%	$4.68Mn
5	AMERICAN CENTURY COMPANIES INC	0000748054	1,075,062	3.14%	▼9,277	-0.86%	$3.96Mn
6	RENAISSANCE TECHNOLOGIES LLC	0001037389	1,029,814	3.01%	▲76,917	+8.07%	$3.79Mn
7	Raymond James Financial Inc	0000720005	996,428	2.91%	▼33,070	-3.21%	$3.67Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	885,707	2.59%	▲107,342	+13.79%	$3.26Mn
9	CWA Asset Management Group, LLC	0001667134	805,762	2.35%	▲96,475	+13.60%	$2.97Mn
10	State Street Corp	0000093751	691,691	2.02%	▼813	-0.12%	$2.55Mn
11	Morgan Stanley	0000895421	637,694	1.86%	▼13,635	-2.09%	$2.35Mn
12	North Star Investment Management Corp.	0001342857	431,388	1.26%	▲210	+0.05%	$1.59Mn
13	AQR CAPITAL MANAGEMENT LLC	0001167557	375,692	1.10%	▲342,166	+1,020.60%	$1.38Mn
14	Register Financial Advisors LLC	0001962636	338,176	0.99%	▲1,338	+0.40%	$1.24Mn
15	Northern Trust Corp	0000073124	265,468	0.78%	▼43,368	-14.04%	$976.92K
16	VANGUARD FIDUCIARY TRUST CO	0000933478	225,493	0.66%	▲16,865	+8.08%	$829.81K
17	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	222,300	0.65%	▲34,985	+18.68%	$818.06K
18	Quantinno Capital Management LP	0001759654	171,610	0.50%	▲105,080	+157.94%	$631.53K
19	Goldman Sachs Group Inc	0000886982	164,526	0.48%	▼121,110	-42.40%	$605.46K
20	UBS Group AG	0001610520	158,947	0.46%	▼39,566	-19.93%	$584.93K

Showing 1 to 20 of 119 holders