A total of 81 institutions have reported a stake in Evolution Petroleum Corp (NYSE:EPM) as of December 2025, according to recent 13F filings with the SEC.
| 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 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 31 Dec, 2025 | 192,923 | -31,002 | -13.84% | $682,947.00 |
| 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 |
| RITHOLTZ WEALTH MANAGEMENT | 31 Dec, 2025 | 129,605 | -6,311 | -4.64% | $458,801.00 |
| Ethic Inc. | 31 Dec, 2025 | 109,843 | -7,147 | -6.11% | $388,846.00 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 31 Dec, 2025 | 95,894 | -901 | -0.93% | $339,465.00 |
| Bank of New York Mellon Corp | 31 Dec, 2025 | 90,009 | -156,614 | -63.50% | $318,631.00 |