Evolution Petroleum EPM Institutional Ownership

NYSE EPM

$3.75 +0.02 (+0.54%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

118 Institutions

Increased 64 54.2%

Unchanged 22 18.6%

Reduced 32 27.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

50.16%

▲+0.27 pp QoQ

Shares Held by Institutions

18.03Mn

of 35.95Mn outstanding

▲+0.90% QoQ

Shares Outstanding

35.95Mn

17.92Mn held outside 13F filers

Institutional Investors

118

filed 13F for Jun 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

+160.24K

accumulated since last quarter

Value of Holdings

$67.26Mn

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

Updated Oct 11, 2026

Evolution Petroleum Corp (NYSE:EPM) was held by 118 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Collectively, these holders controlled 50.16% of Evolution Petroleum's outstanding shares in Q2 2026, up from 49.89% in Q1 2026.
Total holdings of Evolution Petroleum shares rose 0.90% from Q1 2026, and the number of holders rose 10.28% from Q2 2025.
Of the 118 holders of EPM in Q2 2026, 64 added to their positions, 32 reduced their stakes and 22 left their positions unchanged.
Combined, institutional investors held 18.03Mn shares of EPM as of Q2 2026, up 160.24K from the prior quarter and down 811.05K from a year earlier.
BlackRock, Inc. was the top holder of Evolution Petroleum as of June 30, 2026, with 2.42Mn shares, or 6.72% of shares outstanding.
Among existing holders, the largest additions to Evolution Petroleum in Q2 2026 came from AQR Capital Management LLC (+342.17K shares), Geode Capital Management, LLC (+107.34K shares), Quantinno Capital Management LP (+105.08K shares), CWA Asset Management Group, LLC (+96.47K shares) and Renaissance Technologies LLC (+76.92K shares).
Holders that trimmed the most shares of Evolution Petroleum in Q2 2026 while keeping a position were Citadel Advisors LLC (-277.23K shares), Goldman Sachs Group Inc (-121.11K shares), Ritholtz Wealth Management (-46.76K shares), Northern Trust Corp (-43.37K shares) and Engineers Gate Manager LP (-42.8K shares).
Business Quant data shows the 10 biggest positions in Evolution Petroleum as of Q2 2026 were held by BlackRock, Inc. (2.42Mn shares), WealthTrust Axiom LLC (2.21Mn shares), Dimensional Fund Advisors LP (1.49Mn shares), Vanguard Capital Management LLC (1.27Mn shares), American Century Companies Inc (1.08Mn shares), Renaissance Technologies LLC (1.03Mn shares), Raymond James Financial Inc (996.43K shares), Geode Capital Management, LLC (885.71K shares), CWA Asset Management Group, LLC (805.76K shares) and State Street Corp (691.69K shares).

Form 13F Holdings

118 Institutional Holders

Report period 30 Jun, 2026

Total shares held 18.03Mn

Of outstanding 50.16%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	2,416,712	6.72%	▲50,896	+2.15%	$8.89Mn
2	WealthTrust Axiom LLC	0001425949	2,212,619	6.15%	▲76,403	+3.58%	$8.14Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	1,488,715	4.14%	▲35,497	+2.44%	$5.48Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,272,857	3.54%	▲25,123	+2.01%	$4.68Mn
5	AMERICAN CENTURY COMPANIES INC	0000748054	1,075,062	2.99%	▼9,277	-0.86%	$3.96Mn
6	RENAISSANCE TECHNOLOGIES LLC	0001037389	1,029,814	2.86%	▲76,917	+8.07%	$3.79Mn
7	Raymond James Financial Inc	0000720005	996,428	2.77%	▼33,070	-3.21%	$3.67Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	885,707	2.46%	▲107,342	+13.79%	$3.26Mn
9	CWA Asset Management Group, LLC	0001667134	805,762	2.24%	▲96,475	+13.60%	$2.97Mn
10	State Street Corp	0000093751	691,691	1.92%	▼813	-0.12%	$2.55Mn
11	Morgan Stanley	0000895421	637,694	1.77%	▼13,635	-2.09%	$2.35Mn
12	North Star Investment Management Corp.	0001342857	431,388	1.20%	▲210	+0.05%	$1.59Mn
13	AQR CAPITAL MANAGEMENT LLC	0001167557	375,692	1.05%	▲342,166	+1,020.60%	$1.38Mn
14	Register Financial Advisors LLC	0001962636	338,176	0.94%	▲1,338	+0.40%	$1.24Mn
15	Northern Trust Corp	0000073124	265,468	0.74%	▼43,368	-14.04%	$976.92K
16	VANGUARD FIDUCIARY TRUST CO	0000933478	225,493	0.63%	▲16,865	+8.08%	$829.81K
17	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	222,300	0.62%	▲34,985	+18.68%	$818.06K
18	Quantinno Capital Management LP	0001759654	171,610	0.48%	▲105,080	+157.94%	$631.53K
19	Goldman Sachs Group Inc	0000886982	164,526	0.46%	▼121,110	-42.40%	$605.46K
20	UBS Group AG	0001610520	158,947	0.44%	▼39,566	-19.93%	$584.93K

Showing 1 to 20 of 118 holders