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Evolution Petroleum (EPM) Institutional Ownership

Evolution Petroleum logo
$5.02 -0.05 (-0.99%)
As of 08/14/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Evolution Petroleum (NYSE:EPM)

Current
Institutional Ownership
Percentage
60.07%
Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$14.06M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$3.59M
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EPM Institutional Buying and Selling by Quarter

Evolution Petroleum Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Jane Street Group LLC26,537$125K0.0%+34.5%0.077%
8/14/2025Raymond James Financial Inc.468,620$2.20M0.0%+30.9%1.366%
8/14/2025Sei Investments Co.16,299$77K0.0%N/A0.048%
8/14/2025 Cerity Partners LLC27,947$131K0.0%-17.6%0.081%
8/13/2025 Invesco Ltd.56,791$267K0.0%-15.1%0.166%
8/13/2025 River Road Asset Management LLC1,302,863$6.29M0.1%-1.3%3.798%
8/13/2025 WealthTrust Axiom LLC1,785,400$8.39M2.5%+1.0%5.204%
8/13/2025 Russell Investments Group Ltd.629,985$2.96M0.0%-6.0%1.836%
8/12/2025 American Century Companies Inc.855,498$4.02M0.0%+14.2%2.494%
8/12/2025 Rhumbline Advisers41,853$197K0.0%-17.0%0.122%
8/8/2025 Intech Investment Management LLC14,784$69K0.0%-12.8%0.043%
8/8/2025 Geode Capital Management LLC727,534$3.42M0.0%-1.8%2.121%
8/8/2025 PNC Financial Services Group Inc.25,041$118K0.0%+157.8%0.073%
8/5/2025 Ellevest Inc.23,545$111K0.0%-44.9%0.069%
7/31/2025 Jackson Hole Capital Partners LLC29,597$139K0.0%N/A0.086%
7/30/2025 Ethic Inc.97,324$480K0.0%-30.6%0.284%
7/25/2025 Vanguard Personalized Indexing Management LLC23,106$109K0.0%+43.1%0.067%
7/16/2025 Register Financial Advisors LLC315,611$1.48M0.6%+6.0%0.920%
6/27/2025Goldman Sachs Group Inc.139,715$724K0.0%+24.0%0.407%
5/29/2025 Rhumbline Advisers50,448$261K0.0%+28.2%0.147%
5/20/2025Focus Partners Wealth13,447$70K0.0%N/A0.039%
5/19/2025Jane Street Group LLC19,724$102K0.0%N/A0.058%
5/16/2025Goldman Sachs Group Inc.139,715$724K0.0%+24.0%0.408%
5/16/2025AQR Capital Management LLC17,635$91K0.0%N/A0.051%
5/16/2025 Algorithmic Investment Models LLC19,070$99K0.1%N/A0.056%
5/16/2025Ancora Advisors LLC104,920$543K0.0%+142.8%0.306%
5/14/2025 WealthTrust Axiom LLC1,767,188$9.15M2.8%+1.7%5.159%
5/14/2025 MetLife Investment Management LLC5,948$31K0.0%-69.1%0.017%
5/13/2025 American Century Companies Inc.749,442$3.88M0.0%+19.0%2.188%
5/13/2025 Ethic Inc.140,200$718K0.0%+10.2%0.409%
5/13/2025 Russell Investments Group Ltd.670,155$3.47M0.0%+22.5%1.956%
5/12/2025 Nuveen LLC61,211$317K0.0%N/A0.179%
5/12/2025 Invesco Ltd.66,865$346K0.0%-8.0%0.195%
5/9/2025 Deutsche Bank AG42,978$223K0.0%-17.5%0.125%
5/9/2025 PNC Financial Services Group Inc.9,713$50K0.0%-26.4%0.028%
5/7/2025 Prosperity Consulting Group LLC31,923$165K0.0%-11.4%0.093%
5/2/2025 Victory Capital Management Inc.12,557$65K0.0%-62.5%0.037%
5/1/2025 New York State Common Retirement Fund23,862$124K0.0%-24.2%0.070%
4/29/2025 Bank of New York Mellon Corp242,605$1.26M0.0%-2.5%0.708%
4/22/2025 Register Financial Advisors LLC297,782$1.54M0.8%+2.7%0.869%
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4/21/2025 CWA Asset Management Group LLC305,012$1.58M0.1%+30.0%0.890%
4/17/2025 North Star Investment Management Corp.828,396$4.29M0.3%-0.6%2.418%
4/8/2025 Rhumbline Advisers50,448$261K0.0%+28.2%0.147%
4/4/2025 Kings Path Partners LLC65,950$342K0.2%-38.6%0.193%
3/19/2025 Chancellor Financial Group WB LP11,000$58K0.0%N/A0.032%
2/18/2025 PharVision Advisers LLC29,027$152K0.1%N/A0.086%
2/17/2025Two Sigma Investments LP28,211$148K0.0%N/A0.084%
2/17/2025Quantinno Capital Management LP41,501$217K0.0%-18.6%0.124%
2/17/2025Millennium Management LLC18,560$97K0.0%N/A0.055%
2/17/2025 Ellevest Inc.39,479$206K0.0%-14.9%0.117%
2/17/2025 Ethic Inc.127,263$666K0.0%+27.8%0.379%
2/17/2025 Deutsche Bank AG52,092$272K0.0%+99.5%0.155%
2/17/2025Bridgeway Capital Management LLC96,033$502K0.0%-2.3%0.286%
2/17/2025Bank of America Corp DE51,446$269K0.0%+39.3%0.153%
2/14/2025 Northern Trust Corp319,784$1.67M0.0%+4.8%0.952%
2/14/2025Quarry LP7,738$40K0.0%N/A0.023%
2/14/2025 Prosperity Consulting Group LLC36,020$188K0.0%+54.1%0.107%
2/14/2025Price T Rowe Associates Inc. MD12,259$65K0.0%N/A0.036%
2/14/2025 MetLife Investment Management LLC19,232$101K0.0%+222.6%0.057%
2/14/2025 Dimensional Fund Advisors LP1,510,454$7.90M0.0%+6.3%4.495%
2/13/2025 Marshall Wace LLP27,249$143K0.0%N/A0.081%
2/13/2025 XTX Topco Ltd28,941$151K0.0%+37.0%0.086%
2/13/2025 Barclays PLC49,309$257K0.0%+8.8%0.147%
2/13/2025 WealthTrust Axiom LLC1,737,867$9.09M2.7%+1.9%5.172%
2/13/2025Ranger Investment Management L.P.1,069,565$5.59M0.4%-2.2%3.183%
2/13/2025Raymond James Financial Inc.282,496$1.48M0.0%N/A0.841%
2/13/2025 Renaissance Technologies LLC1,095,956$5.73M0.0%-2.3%3.262%
2/13/2025 Legal & General Group Plc12,088$63K0.0%+56.7%0.036%
2/13/2025 Certior Financial Group LLC26,730$140K0.1%N/A0.080%
2/13/2025 Cerity Partners LLC32,634$171K0.0%+30.9%0.097%
2/13/2025 Russell Investments Group Ltd.546,878$2.86M0.0%-14.3%1.628%
2/13/2025Wells Fargo & Company MN63,057$330K0.0%+37.5%0.188%
2/12/2025Arete Wealth Advisors LLC53,212$279K0.0%+40.5%0.158%
2/12/2025 Geode Capital Management LLC712,521$3.73M0.0%+0.4%2.121%
2/12/2025 O Shaughnessy Asset Management LLC26,030$136K0.0%-27.4%0.077%
2/12/2025 JPMorgan Chase & Co.48,336$253K0.0%+240.1%0.144%
2/11/2025 LPL Financial LLC15,848$83K0.0%+45.5%0.047%
2/11/2025 American Century Companies Inc.629,696$3.29M0.0%+31.0%1.874%
2/11/2025 Intech Investment Management LLC13,019$68K0.0%N/A0.039%
2/6/2025Raymond James Financial Inc.282,496$1.48M0.0%N/A0.841%
2/6/2025 Victory Capital Management Inc.33,451$175K0.0%+166.4%0.100%
2/6/2025 Bard Associates Inc.223,117$1.17M0.4%-4.5%0.664%
2/5/2025 Proficio Capital Partners LLC21,532$113K0.0%N/A0.064%
2/4/2025 Bank of New York Mellon Corp248,872$1.30M0.0%-38.2%0.741%
1/22/2025 Register Financial Advisors LLC289,902$1.52M0.8%+0.8%0.863%
1/17/2025 SG Americas Securities LLC13,223$69K0.0%+25.1%0.039%
1/6/2025 CWA Asset Management Group LLC234,562$1.23M0.1%+9.7%0.698%
11/19/2024 Barclays PLC45,331$242K0.0%+275.4%0.135%
11/18/2024Arete Wealth Advisors LLC37,872$202K0.0%+21.8%0.113%
11/15/2024 Barclays PLC45,331$242K0.0%+275.4%0.135%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
11/15/2024 XTX Topco Ltd21,126$112K0.0%N/A0.063%
11/15/2024Jane Street Group LLC15,909$84K0.0%-79.5%0.047%
11/15/2024Wellington Management Group LLP11,792$63K0.0%N/A0.035%
11/15/2024State Street Corp665,239$3.53M0.0%+1.0%1.979%
11/15/2024Quantinno Capital Management LP51,000$271K0.0%+278.3%0.152%
11/14/2024 MetLife Investment Management LLC5,962$32K0.0%-67.0%0.018%
11/13/2024 Dynamic Technology Lab Private Ltd19,739$105K0.0%N/A0.059%
11/7/2024Caprock Group LLC13,404$71K0.0%N/A0.040%
11/5/2024 Victory Capital Management Inc.12,557$67K0.0%-53.7%0.037%
11/1/2024 CWA Asset Management Group LLC213,870$1.14M0.1%N/A0.636%
(Data available from 1/1/2016 forward)

EPM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPM shares?

During the previous two years, 65 institutional investors and hedge funds held shares of Evolution Petroleum. The most heavily invested institutionals were WealthTrust Axiom LLC ($8.39M), Dimensional Fund Advisors LP ($7.90M), River Road Asset Management LLC ($6.29M), Renaissance Technologies LLC ($5.73M), Ranger Investment Management L.P. ($5.59M), North Star Investment Management Corp. ($4.29M), and American Century Companies Inc. ($4.02M).Learn more on Evolution Petroleum's institutional investors.

What percentage of Evolution Petroleum's stock is owned by institutional investors?

60.07% of Evolution Petroleum's stock is owned by institutional investors. Learn more on EPM's institutional investor holdings.

Which institutional investors have been buying Evolution Petroleum's stock?

Of the 53 institutional investors that purchased Evolution Petroleum's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($675.68K), American Century Companies Inc. ($374.93K), CWA Asset Management Group LLC ($305.01K), Russell Investments Group Ltd. ($123.28K), Dimensional Fund Advisors LP ($89.70K), WealthTrust Axiom LLC ($80.26K), and Barclays PLC ($70.49K).

How much institutional buying is happening at Evolution Petroleum?

Institutional investors have bought a total of 2,719,809 shares in the last 24 months. This purchase volume represents approximately $14.06M in transactions.

Which of Evolution Petroleum's major shareholders have been selling company stock?

Of the 25 institutional investors that sold Evolution Petroleum's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($160.07K), Russell Investments Group Ltd. ($131.56K), Jane Street Group LLC ($61.65K), Ethic Inc. ($42.88K), Kings Path Partners LLC ($41.48K), Victory Capital Management Inc. ($35.46K), and Ellevest Inc. ($26.09K).

How much institutional selling is happening at Evolution Petroleum?

Institutional investors have sold a total of 702,609 shares in the last 24 months. This volume of shares sold represents approximately $3.59M in transactions.


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This page (NYSE:EPM) was last updated on 8/15/2025 by MarketBeat.com Staff
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