Free Trial
→ Out of 18,347 Cryptocurrencies... This is the ONLY One (From Crypto 101 Media) (Ad)tc pixel Free EPM Stock Alerts

Evolution Petroleum (EPM) Institutional Ownership

Evolution Petroleum logo
$4.94 -0.14 (-2.76%)
As of 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Evolution Petroleum (NYSE:EPM)

Current
Institutional Ownership
Percentage
60.07%
Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$14.56M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$3.66M
Get EPM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Evolution Petroleum stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EPM Institutional Buying and Selling by Quarter

Evolution Petroleum Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.8,058$38K0.0%-54.5%0.023%
8/19/2025 Ranger Investment Management L.P.1,146,350$5.39M0.4%+7.4%3.341%
8/15/2025 Oxford Asset Management LLP27,050$127K0.0%N/A0.079%
8/15/2025 Bank of America Corp DE35,372$166K0.0%-9.8%0.103%
8/14/2025 Jane Street Group LLC26,537$125K0.0%+34.5%0.077%
8/14/2025 Raymond James Financial Inc.468,620$2.20M0.0%+30.9%1.366%
8/14/2025 Sei 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%
6/27/2025 Goldman Sachs Group Inc.139,715$724K0.0%+24.0%0.407%
5/29/2025Rhumbline 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%
5/16/2025Algorithmic Investment Models LLC19,070$99K0.1%N/A0.056%
5/16/2025Ancora Advisors LLC104,920$543K0.0%+142.8%0.306%
5/14/2025WealthTrust Axiom LLC1,767,188$9.15M2.8%+1.7%5.159%
5/14/2025MetLife Investment Management LLC5,948$31K0.0%-69.1%0.017%
5/13/2025American Century Companies Inc.749,442$3.88M0.0%+19.0%2.188%
5/13/2025Ethic Inc.140,200$718K0.0%+10.2%0.409%
5/13/2025Russell Investments Group Ltd.670,155$3.47M0.0%+22.5%1.956%
5/12/2025Nuveen LLC61,211$317K0.0%N/A0.179%
5/12/2025Invesco Ltd.66,865$346K0.0%-8.0%0.195%
5/9/2025Deutsche Bank AG42,978$223K0.0%-17.5%0.125%
5/9/2025PNC Financial Services Group Inc.9,713$50K0.0%-26.4%0.028%
5/7/2025Prosperity Consulting Group LLC31,923$165K0.0%-11.4%0.093%
5/2/2025Victory Capital Management Inc.12,557$65K0.0%-62.5%0.037%
5/1/2025New York State Common Retirement Fund23,862$124K0.0%-24.2%0.070%
4/29/2025Bank of New York Mellon Corp242,605$1.26M0.0%-2.5%0.708%
4/22/2025Register Financial Advisors LLC297,782$1.54M0.8%+2.7%0.869%
4/21/2025CWA Asset Management Group LLC305,012$1.58M0.1%+30.0%0.890%
4/17/2025North Star Investment Management Corp.828,396$4.29M0.3%-0.6%2.418%
4/8/2025Rhumbline Advisers50,448$261K0.0%+28.2%0.147%
4/4/2025Kings Path Partners LLC65,950$342K0.2%-38.6%0.193%
3/19/2025Chancellor Financial Group WB LP11,000$58K0.0%N/A0.032%
2/18/2025PharVision 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%
2/17/2025Ellevest Inc.39,479$206K0.0%-14.9%0.117%
2/17/2025Ethic Inc.127,263$666K0.0%+27.8%0.379%
2/17/2025Deutsche 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%
2/14/2025Northern Trust Corp319,784$1.67M0.0%+4.8%0.952%
2/14/2025Quarry LP7,738$40K0.0%N/A0.023%
2/14/2025Prosperity Consulting Group LLC36,020$188K0.0%+54.1%0.107%
2/14/2025Price T Rowe Associates Inc. MD12,259$65K0.0%N/A0.036%
2/14/2025MetLife Investment Management LLC19,232$101K0.0%+222.6%0.057%
2/14/2025Dimensional Fund Advisors LP1,510,454$7.90M0.0%+6.3%4.495%
2/13/2025Marshall Wace LLP27,249$143K0.0%N/A0.081%
2/13/2025XTX Topco Ltd28,941$151K0.0%+37.0%0.086%
2/13/2025Barclays PLC49,309$257K0.0%+8.8%0.147%
2/13/2025WealthTrust 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%
2/13/2025Renaissance Technologies LLC1,095,956$5.73M0.0%-2.3%3.262%
2/13/2025Legal & General Group Plc12,088$63K0.0%+56.7%0.036%
2/13/2025Certior Financial Group LLC26,730$140K0.1%N/A0.080%
2/13/2025Cerity Partners LLC32,634$171K0.0%+30.9%0.097%
2/13/2025Russell 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%
2/12/2025Geode Capital Management LLC712,521$3.73M0.0%+0.4%2.121%
2/12/2025O Shaughnessy Asset Management LLC26,030$136K0.0%-27.4%0.077%
2/12/2025JPMorgan Chase & Co.48,336$253K0.0%+240.1%0.144%
2/11/2025LPL Financial LLC15,848$83K0.0%+45.5%0.047%
2/11/2025American Century Companies Inc.629,696$3.29M0.0%+31.0%1.874%
2/11/2025Intech Investment Management LLC13,019$68K0.0%N/A0.039%
2/6/2025Raymond James Financial Inc.282,496$1.48M0.0%N/A0.841%
2/6/2025Victory Capital Management Inc.33,451$175K0.0%+166.4%0.100%
2/6/2025Bard Associates Inc.223,117$1.17M0.4%-4.5%0.664%
2/5/2025Proficio Capital Partners LLC21,532$113K0.0%N/A0.064%
2/4/2025Bank of New York Mellon Corp248,872$1.30M0.0%-38.2%0.741%
1/22/2025Register Financial Advisors LLC289,902$1.52M0.8%+0.8%0.863%
1/17/2025SG Americas Securities LLC13,223$69K0.0%+25.1%0.039%
1/6/2025CWA Asset Management Group LLC234,562$1.23M0.1%+9.7%0.698%
11/19/2024Barclays PLC45,331$242K0.0%+275.4%0.135%
11/18/2024Arete Wealth Advisors LLC37,872$202K0.0%+21.8%0.113%
11/15/2024Barclays PLC45,331$242K0.0%+275.4%0.135%
11/15/2024XTX 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%
11/14/2024MetLife Investment Management LLC5,962$32K0.0%-67.0%0.018%
(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, 67 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. ($5.39M), 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 55 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 Ranger Investment Management L.P. ($79.28K).

How much institutional buying is happening at Evolution Petroleum?

Institutional investors have bought a total of 2,826,139 shares in the last 24 months. This purchase volume represents approximately $14.56M in transactions.

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

Of the 27 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 716,097 shares in the last 24 months. This volume of shares sold represents approximately $3.66M in transactions.


Related Companies

This page (NYSE:EPM) was last updated on 9/25/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
A New Way to Double Your Retirement Income?
Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...
Investors Alley | Sponsoredtc pixel
Strange crypto pattern discovered by 40-person research team
Something unusual is happening inside a 40-person crypto research firm. They're helping 8,000+ ordinary peo...
Crypto Swap Profits | Sponsoredtc pixel
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel