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Evolution Petroleum (EPM) Institutional Ownership

Evolution Petroleum logo
$4.42 -0.15 (-3.18%)
As of 12:24 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Evolution Petroleum (NYSEAMERICAN:EPM)

Current
Institutional Ownership
Percentage
60.07%
Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$8.65M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$13.37M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Bank of America Corp DE71,098$326K0.0%+11.2%0.198%
5/16/2026 The Manufacturers Life Insurance Company 10,043$46K0.0%-27.4%0.028%
5/16/2026 Quantinno Capital Management LP66,530$305K0.0%-43.3%0.185%
5/14/2026 Renaissance Technologies LLC952,897$4.36M0.0%-10.3%2.723%
5/14/2026 Arrowstreet Capital Limited Partnership16,477$75K0.0%N/A0.047%
5/7/2026 Dimensional Fund Advisors LP1,453,218$6.66M0.0%+2.3%4.152%
5/5/2026 Bank of New York Mellon Corp85,586$392K0.0%-4.9%0.245%
5/2/2026 Castleview Partners LLC95,300$436K0.2%+21.7%0.272%
4/28/2026 Kathmere Capital Management LLC11,161$51K0.0%N/A0.032%
4/23/2026 North Star Investment Management Corp.431,178$1.98M0.1%-22.5%1.232%
2/24/2026 River Road Asset Management LLC537,375$1.90M0.0%-58.5%1.535%
2/23/2026 Virtu Financial LLC18,700$66K0.0%N/A0.053%
2/19/2026 Invesco Ltd.58,034$205K0.0%+19.1%0.166%
2/19/2026 Michels Family Financial LLC12,300$44K0.0%-73.4%0.035%
2/18/2026 Mercer Global Advisors Inc. ADV22,222$79K0.0%+21.8%0.063%
2/18/2026 Wellington Management Group LLP22,148$78K0.0%+50.9%0.063%
2/18/2026 Occudo Quantitative Strategies LP18,405$65K0.0%N/A0.053%
2/18/2026 Oxford Asset Management LLP15,710$56K0.0%N/A0.045%
2/18/2026 Engineers Gate Manager LP14,671$52K0.0%N/A0.042%
2/18/2026 Bridgeway Capital Management LLC55,300$196K0.0%-25.6%0.158%
2/17/2026 Schonfeld Strategic Advisors LLC73,809$261K0.0%N/A0.211%
2/17/2026 AQR Capital Management LLC12,294$44K0.0%-62.6%0.035%
2/17/2026 Russell Investments Group Ltd.47,825$169K0.0%-92.9%0.137%
2/17/2026 Graham Capital Management L.P.27,890$99K0.0%+52.0%0.080%
2/17/2026 Rothschild Wealth LLC174,275$617K0.1%N/A0.498%
2/16/2026 Squarepoint Ops LLC15,623$55K0.0%N/A0.045%
2/16/2026 WealthTrust Axiom LLC1,948,657$6.90M1.8%+9.4%5.567%
2/16/2026 Barclays PLC52,739$187K0.0%+10.8%0.151%
2/16/2026 Bard Associates Inc.134,561$476K0.1%-21.3%0.384%
2/13/2026 The Manufacturers Life Insurance Company 13,836$49K0.0%+20.4%0.040%
2/13/2026 Dynamic Technology Lab Private Ltd19,784$70K0.0%N/A0.057%
2/13/2026 Wells Fargo & Company MN86,123$305K0.0%-9.4%0.246%
2/12/2026 Jane Street Group LLC81,956$290K0.0%+209.5%0.234%
2/12/2026 HRT Financial LP21,977$77K0.0%N/A0.063%
2/12/2026 StoneX Group Inc.10,123$36K0.0%N/A0.029%
2/12/2026 Dimensional Fund Advisors LP1,420,577$5.03M0.0%-0.8%4.059%
2/11/2026 LPL Financial LLC11,292$40K0.0%-23.4%0.032%
2/11/2026 O Shaughnessy Asset Management LLC192,923$683K0.0%-13.8%0.551%
2/10/2026 Goldman Sachs Group Inc.135,573$480K0.0%+28.3%0.387%
2/10/2026 Ellevest Inc.48,933$173K0.0%+59.9%0.140%
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2/9/2026 Geode Capital Management LLC756,703$2.68M0.0%+4.0%2.162%
2/9/2026 Coldstream Capital Management Inc.18,328$65K0.0%-26.2%0.052%
2/4/2026 Certior Financial Group LLC30,869$109K0.1%+13.1%0.088%
2/3/2026 Ethic Inc.109,843$389K0.0%-6.1%0.314%
1/30/2026 North Star Investment Management Corp.556,190$1.97M0.1%-18.3%1.589%
1/30/2026 Interchange Capital Partners LLC14,010$50K0.0%N/A0.040%
1/29/2026Comerica Bank33,503$119K0.0%+385.0%0.096%
1/29/2026 Inscription Capital LLC10,704$38K0.0%N/A0.031%
1/23/2026 Ritholtz Wealth Management129,605$459K0.0%-4.6%0.370%
1/21/2026 Register Financial Advisors LLC338,147$1.20M0.5%+6.6%0.975%
1/12/2026 Castleview Partners LLC78,300$277K0.1%N/A0.226%
1/7/2026 CWA Asset Management Group LLC547,157$1.94M0.1%+16.3%1.577%
11/19/2025 Coldstream Capital Management Inc.24,838$120K0.0%N/A0.072%
11/17/2025Perritt Capital Management Inc176,316$850K0.4%-79.0%0.508%
11/17/2025 Prosperity Consulting Group LLC23,398$113K0.0%-21.6%0.067%
11/17/2025 Mercer Global Advisors Inc. ADV18,239$88K0.0%N/A0.053%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,007$72K0.0%-14.4%0.043%
11/17/2025 Focus Partners Wealth12,418$60K0.0%N/A0.036%
11/17/2025 Bank of America Corp DE63,428$306K0.0%+79.3%0.183%
11/17/2025 Bard Associates Inc.171,042$824K0.2%-5.0%0.493%
11/14/2025 Raymond James Financial Inc.474,278$2.29M0.0%+1.2%1.367%
11/14/2025Comerica Bank6,908$33K0.0%+894.0%0.020%
11/13/2025 UBS Group AG469,692$2.26M0.0%+23.2%1.354%
11/13/2025 BNP Paribas Financial Markets8,194$39K0.0%+163.4%0.024%
11/13/2025 Franklin Resources Inc.10,963$53K0.0%N/A0.032%
11/13/2025 Russell Investments Group Ltd.669,156$3.23M0.0%+6.2%1.928%
11/12/2025 Dimensional Fund Advisors LP1,432,559$6.91M0.0%-2.2%4.128%
11/12/2025 Victory Capital Management Inc.37,455$181K0.0%-25.3%0.108%
11/10/2025 Michels Family Financial LLC46,317$223K0.2%N/A0.133%
11/7/2025Vanguard Group Inc.1,600,822$7.72M0.0%+0.3%4.613%
11/6/2025 Rhumbline Advisers36,510$176K0.0%-12.8%0.105%
11/5/2025 Ranger Investment Management L.P.943,820$4.55M0.3%-17.7%2.720%
11/3/2025 Truist Financial Corp49,788$240K0.0%+51.4%0.143%
10/31/2025 Vanguard Personalized Indexing Management LLC25,495$123K0.0%+10.3%0.073%
10/28/2025 Ritholtz Wealth Management135,916$655K0.0%N/A0.396%
10/28/2025 Jackson Hole Capital Partners LLC24,709$119K0.0%-16.5%0.072%
10/22/2025 North Star Investment Management Corp.680,987$3.28M0.2%-17.8%1.982%
10/22/2025 Kathmere Capital Management LLC12,431$60K0.0%N/A0.036%
10/22/2025 CWA Asset Management Group LLC470,471$2.27M0.1%+15.4%1.369%
10/17/2025 Ethic Inc.116,990$564K0.0%+20.2%0.340%
10/16/2025 Regent Peak Wealth Advisors LLC11,822$57K0.0%N/A0.034%
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%
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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%


EPM Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 institutional investors and hedge funds held shares of Evolution Petroleum. The most heavily invested institutionals were Vanguard Group Inc. ($7.72M), WealthTrust Axiom LLC ($6.90M), Dimensional Fund Advisors LP ($6.66M), Ranger Investment Management L.P. ($4.55M), Renaissance Technologies LLC ($4.36M), American Century Companies Inc. ($4.02M), and State Street Corp ($3.53M).Learn more on Evolution Petroleum's institutional investors.

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

Of the 89 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. ($681.34K), CWA Asset Management Group LLC ($444.39K), American Century Companies Inc. ($404.76K), WealthTrust Axiom LLC ($246.89K), Rothschild Wealth LLC ($174.28K), Russell Investments Group Ltd. ($162.45K), and Ritholtz Wealth Management ($135.92K).

Institutional investors have bought a total of 2,060,301 shares in the last 24 months. This purchase volume represents approximately $8.65M in transactions.

Of the 32 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: River Road Asset Management LLC ($773.90K), Perritt Capital Management Inc ($661.96K), Russell Investments Group Ltd. ($661.50K), North Star Investment Management Corp. ($397.36K), Ranger Investment Management L.P. ($202.53K), Renaissance Technologies LLC ($109.40K), and Quantinno Capital Management LP ($50.72K).

Institutional investors have sold a total of 3,240,397 shares in the last 24 months. This volume of shares sold represents approximately $13.37M in transactions.


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This page (NYSEAMERICAN:EPM) was last updated on 5/22/2026 by MarketBeat.com Staff.
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