Evolution Petroleum Corp (EPM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

34,025,000Shares Outstanding
17,868,873Shares held by institutions
$76,746,810Value of institutional holdings
52.52%Institutional ownership %
13.72%Shares Changed QoQ
119No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Evolution Petroleum Corp (NYSE:EPM) is held by 114 institutional investors per 13F filings through December 2025.

118 Institutional Holders

17,868,873 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
BlackRock, Inc. 31 Mar, 2026 2,365,816 -46,264 -1.92% $10,835,437.00
WealthTrust Axiom LLC 31 Mar, 2026 2,136,216 187,559 9.63% $9,783,868.00
DIMENSIONAL FUND ADVISORS LP 31 Mar, 2026 1,453,218 32,641 2.30% $6,655,912.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 1,247,734 1,247,734 0.00% $5,714,622.00
AMERICAN CENTURY COMPANIES INC 31 Mar, 2026 1,084,339 63,461 6.22% $4,966,273.00
Raymond James Financial Inc 31 Mar, 2026 1,029,498 258,805 33.58% $4,715,099.00
RENAISSANCE TECHNOLOGIES LLC 31 Mar, 2026 952,897 -109,400 -10.30% $4,364,268.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 778,365 21,662 2.86% $3,565,948.00
CWA Asset Management Group, LLC 31 Mar, 2026 709,287 162,130 29.63% $3,248,533.00
State Street Corp 31 Mar, 2026 692,504 -2,670 -0.38% $3,171,668.00
Morgan Stanley 31 Mar, 2026 651,329 -8,634 -1.31% $2,983,087.00
North Star Investment Management Corp. 31 Mar, 2026 431,178 -125,012 -22.48% $1,974,794.00
Register Financial Advisors LLC 31 Mar, 2026 336,838 -1,309 -0.39% $1,542,717.00
CITADEL ADVISORS LLC 31 Mar, 2026 325,905 54,902 20.26% $1,492,644.00
Northern Trust Corp 31 Mar, 2026 308,836 2,405 0.78% $1,414,470.00
Goldman Sachs Group Inc 31 Mar, 2026 285,636 14,490 5.34% $1,308,213.00
VANGUARD FIDUCIARY TRUST CO 31 Mar, 2026 208,628 208,628 0.00% $955,516.00
UBS Group AG 31 Mar, 2026 198,513 53,919 37.29% $909,189.00
VANGUARD PORTFOLIO MANAGEMENT LLC 31 Mar, 2026 187,315 187,315 0.00% $857,903.00
Point72 Asset Management, L.P. 31 Mar, 2026 167,761 61,374 57.69% $768,345.00