Evolution Petroleum Corp (EPM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

39,025,000Shares Outstanding

299,523Shares held by institutions

$1,320,896Value of institutional holdings

42.92%Institutional ownership %

-0.31%Shares Changed QoQ

108No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Evolution Petroleum Corp (NYSE:EPM) is held by 108 institutional firms.

The company experienced a -0.31% quarterly change in institutional shares held, alongside a decrease of 4.42% in total owners annually.
During the quarter, 54 institutions bought more Evolution Petroleum shares, 38 sold shares, and 16 of the 108 total investors held their position steady.
Collectively, institutional investors decreased their stake in Evolution Petroleum to 16.75Mn shares as of December 2025, a change that is down by 52.48K shares quarter on quarter and down 2.48Mn shares year over year.
BlackRock, Inc.'s holding of 2.41Mn shares as of December 31, 2025 makes it the primary institutional investor in Evolution Petroleum, owning 6.18% of the stock.
Among the most significant buyers of Evolution Petroleum during December 2025 were CITADEL ADVISORS LLC (271.00K), Rothschild Wealth LLC (174.28K), WealthTrust Axiom LLC (166.62K), Point72 Asset Management, L.P. (106.39K), Castleview Partners, LLC (78.30K).
Leading sellers of Evolution Petroleum stock in December 2025 included Russell Investments Group, Ltd. (621.33K), UBS Group AG (325.10K), Bank of New York Mellon Corp (156.61K), North Star Investment Management Corp. (124.80K), ROYAL BANK OF CANADA (120.11K).
The top 10 institutional holders of Evolution Petroleum for the quarter ending December 2025 included 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), GEODE CAPITAL MANAGEMENT, LLC (756.70K), STATE STREET CORP (695.17K), MORGAN STANLEY (659.96K), North Star Investment Management Corp. (556.19K).

108 Institutional Holders

299,523 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	2,412,080	-31,848	-1.30%	$8,538,763.00
WealthTrust Axiom LLC	31 Dec, 2025	1,948,657	166,624	9.35%	$6,898,243.00
VANGUARD GROUP INC	31 Dec, 2025	1,629,128	28,306	1.77%	$5,767,113.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,420,577	-11,982	-0.84%	$5,028,835.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	1,062,297	2,300	0.22%	$3,760,531.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	1,020,878	43,203	4.42%	$3,613,908.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	756,703	29,101	4.00%	$2,679,491.00
STATE STREET CORP	31 Dec, 2025	695,174	-519	-0.07%	$2,460,916.00
MORGAN STANLEY	31 Dec, 2025	659,963	18,897	2.95%	$2,336,274.00
North Star Investment Management Corp.	31 Dec, 2025	556,190	-124,797	-18.33%	$1,968,914.00
CWA Asset Management Group, LLC	31 Dec, 2025	547,157	76,686	16.30%	$1,936,937.00
Register Financial Advisors LLC	31 Dec, 2025	338,147	20,978	6.61%	$1,197,039.00
NORTHERN TRUST CORP	31 Dec, 2025	306,431	-8,893	-2.82%	$1,084,766.00
CITADEL ADVISORS LLC	31 Dec, 2025	271,003	271,003	0.00%	$959,350.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	31 Dec, 2025	192,923	-31,002	-13.84%	$682,947.00
Rothschild Wealth LLC	31 Dec, 2025	174,275	174,275	0.00%	$616,934.00
PERRITT CAPITAL MANAGEMENT INC	31 Dec, 2025	174,275	-2,041	-1.16%	$616,934.00
UBS Group AG	31 Dec, 2025	144,594	-325,098	-69.22%	$511,862.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	135,573	29,916	28.31%	$479,928.00
BARD ASSOCIATES INC	31 Dec, 2025	134,561	-36,481	-21.33%	$476,346.00

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