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Evolution Petroleum (EPM) Institutional Ownership

Evolution Petroleum logo
$3.67 +0.03 (+0.82%)
Closing price 10/9/2026 04:10 PM Eastern
Extended Trading
$3.67 +0.00 (+0.08%)
As of 10/9/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
53
Total
Institutional Inflows
(last 12 months)
$16.43M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$12.71M
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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
10/10/2026Castleview Partners LLC134,200$475K0.2%+16.3%0.334%
9/9/2026Engineers Gate Manager LP20,198$74K0.0%-67.9%0.056%
8/19/2026Wellington Management Group LLP19,783$73K0.0%+19.6%0.055%
8/18/2026Equitable Holdings Inc.10,000$37K0.0%N/A0.028%
8/17/2026Bank of America Corp DE63,830$235K0.0%N/A0.178%
8/13/2026Connor Clark & Lunn Investment Management Ltd.53,850$198K0.0%N/A0.150%
8/12/2026Ieq Capital LLC23,159$85K0.0%N/A0.065%
8/10/2026Chancellor Financial Group WB LP14,602$54K0.0%N/A0.041%
8/7/2026BlackRock Inc.2,416,712$8.89M0.0%N/A6.737%
8/7/2026Deutsche Bank AG33,287$122K0.0%N/A0.093%
8/6/2026Bank of New York Mellon Corp84,796$312K0.0%N/A0.236%
5/19/2026Bank of America Corp DE71,098$326K0.0%+11.2%0.198%
5/16/2026The Manufacturers Life Insurance Company10,043$46K0.0%-27.4%0.028%
5/16/2026Quantinno Capital Management LP66,530$305K0.0%-43.3%0.185%
5/14/2026Renaissance Technologies LLC952,897$4.36M0.0%-10.3%2.723%
5/14/2026Arrowstreet Capital Limited Partnership16,477$75K0.0%N/A0.047%
5/7/2026Dimensional Fund Advisors LP1,453,218$6.66M0.0%+2.3%4.152%
5/5/2026Bank of New York Mellon Corp85,586$392K0.0%-4.9%0.245%
5/2/2026Castleview Partners LLC95,300$436K0.2%+21.7%0.272%
4/28/2026Kathmere Capital Management LLC11,161$51K0.0%N/A0.032%
4/23/2026North Star Investment Management Corp.431,178$1.98M0.1%-22.5%1.232%
2/24/2026River Road Asset Management LLC537,375$1.90M0.0%-58.5%1.535%
2/23/2026Virtu Financial LLC18,700$66K0.0%N/A0.053%
2/19/2026Invesco Ltd.58,034$205K0.0%+19.1%0.166%
2/19/2026Michels Family Financial LLC12,300$44K0.0%-73.4%0.035%
2/18/2026Mercer Global Advisors Inc. ADV22,222$79K0.0%+21.8%0.063%
2/18/2026Wellington Management Group LLP22,148$78K0.0%+50.9%0.063%
2/18/2026Occudo Quantitative Strategies LP18,405$65K0.0%N/A0.053%
2/18/2026Oxford Asset Management LLP15,710$56K0.0%N/A0.045%
2/18/2026Engineers Gate Manager LP14,671$52K0.0%N/A0.042%
2/18/2026Bridgeway Capital Management LLC55,300$196K0.0%-25.6%0.158%
2/17/2026Schonfeld Strategic Advisors LLC73,809$261K0.0%N/A0.211%
2/17/2026AQR Capital Management LLC12,294$44K0.0%-62.6%0.035%
2/17/2026Russell Investments Group Ltd.47,825$169K0.0%-92.9%0.137%
2/17/2026Graham Capital Management L.P.27,890$99K0.0%+52.0%0.080%
2/17/2026Rothschild Wealth LLC174,275$617K0.1%N/A0.498%
2/16/2026Squarepoint Ops LLC15,623$55K0.0%N/A0.045%
2/16/2026WealthTrust Axiom LLC1,948,657$6.90M1.8%+9.4%5.567%
2/16/2026Barclays PLC52,739$187K0.0%+10.8%0.151%
2/16/2026Bard Associates Inc.134,561$476K0.1%-21.3%0.384%
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2/13/2026The Manufacturers Life Insurance Company 13,836$49K0.0%+20.4%0.040%
2/13/2026Dynamic Technology Lab Private Ltd19,784$70K0.0%N/A0.057%
2/13/2026Wells Fargo & Company MN86,123$305K0.0%-9.4%0.246%
2/12/2026Jane Street Group LLC81,956$290K0.0%+209.5%0.234%
2/12/2026HRT Financial LP21,977$77K0.0%N/A0.063%
2/12/2026StoneX Group Inc.10,123$36K0.0%N/A0.029%
2/12/2026Dimensional Fund Advisors LP1,420,577$5.03M0.0%-0.8%4.059%
2/11/2026LPL Financial LLC11,292$40K0.0%-23.4%0.032%
2/11/2026O Shaughnessy Asset Management LLC192,923$683K0.0%-13.8%0.551%
2/10/2026Goldman Sachs Group Inc.135,573$480K0.0%+28.3%0.387%
2/10/2026Ellevest Inc.48,933$173K0.0%+59.9%0.140%
2/9/2026Geode Capital Management LLC756,703$2.68M0.0%+4.0%2.162%
2/9/2026Coldstream Capital Management Inc.18,328$65K0.0%-26.2%0.052%
2/4/2026Certior Financial Group LLC30,869$109K0.1%+13.1%0.088%
2/3/2026Ethic Inc.109,843$389K0.0%-6.1%0.314%
1/30/2026North Star Investment Management Corp.556,190$1.97M0.1%-18.3%1.589%
1/30/2026Interchange Capital Partners LLC14,010$50K0.0%N/A0.040%
1/29/2026Comerica Bank33,503$119K0.0%+385.0%0.096%
1/29/2026Inscription Capital LLC10,704$38K0.0%N/A0.031%
1/23/2026Ritholtz Wealth Management129,605$459K0.0%-4.6%0.370%
1/21/2026Register Financial Advisors LLC338,147$1.20M0.5%+6.6%0.975%
1/12/2026Castleview Partners LLC78,300$277K0.1%N/A0.226%
1/7/2026CWA Asset Management Group LLC547,157$1.94M0.1%+16.3%1.577%
11/19/2025Coldstream Capital Management Inc.24,838$120K0.0%N/A0.072%
11/17/2025Perritt Capital Management Inc176,316$850K0.4%-79.0%0.508%
11/17/2025Prosperity Consulting Group LLC23,398$113K0.0%-21.6%0.067%
11/17/2025Mercer Global Advisors Inc. ADV18,239$88K0.0%N/A0.053%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,007$72K0.0%-14.4%0.043%
11/17/2025Focus Partners Wealth12,418$60K0.0%N/A0.036%
11/17/2025Bank of America Corp DE63,428$306K0.0%+79.3%0.183%
11/17/2025Bard Associates Inc.171,042$824K0.2%-5.0%0.493%
11/14/2025Raymond James Financial Inc.474,278$2.29M0.0%+1.2%1.367%
11/14/2025Comerica Bank6,908$33K0.0%+894.0%0.020%
11/13/2025UBS Group AG469,692$2.26M0.0%+23.2%1.354%
11/13/2025BNP Paribas Financial Markets8,194$39K0.0%+163.4%0.024%
11/13/2025Franklin Resources Inc.10,963$53K0.0%N/A0.032%
11/13/2025Russell Investments Group Ltd.669,156$3.23M0.0%+6.2%1.928%
11/12/2025Dimensional Fund Advisors LP1,432,559$6.91M0.0%-2.2%4.128%
11/12/2025Victory Capital Management Inc.37,455$181K0.0%-25.3%0.108%
11/10/2025Michels Family Financial LLC46,317$223K0.2%N/A0.133%
11/7/2025Vanguard Group Inc.1,600,822$7.72M0.0%+0.3%4.613%
11/6/2025Rhumbline Advisers36,510$176K0.0%-12.8%0.105%
11/5/2025Ranger Investment Management L.P.943,820$4.55M0.3%-17.7%2.720%
11/3/2025Truist Financial Corp49,788$240K0.0%+51.4%0.143%
10/31/2025Vanguard Personalized Indexing Management LLC25,495$123K0.0%+10.3%0.073%
10/28/2025Ritholtz Wealth Management135,916$655K0.0%N/A0.396%
10/28/2025Jackson Hole Capital Partners LLC24,709$119K0.0%-16.5%0.072%
10/22/2025North Star Investment Management Corp.680,987$3.28M0.2%-17.8%1.982%
10/22/2025Kathmere Capital Management LLC12,431$60K0.0%N/A0.036%
10/22/2025CWA Asset Management Group LLC470,471$2.27M0.1%+15.4%1.369%
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10/17/2025Ethic Inc.116,990$564K0.0%+20.2%0.340%
10/16/2025Regent Peak Wealth Advisors LLC11,822$57K0.0%N/A0.034%
9/4/2025Osaic Holdings Inc.8,058$38K0.0%-54.5%0.023%
8/19/2025Ranger Investment Management L.P.1,146,350$5.39M0.4%+7.4%3.341%
8/15/2025Oxford Asset Management LLP27,050$127K0.0%N/A0.079%
8/15/2025Bank of America Corp DE35,372$166K0.0%-9.8%0.103%
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%
8/14/2025Cerity Partners LLC27,947$131K0.0%-17.6%0.081%


EPM Institutional Ownership - Frequently Asked Questions

During the previous two years, 99 institutional investors and hedge funds held shares of Evolution Petroleum. The most heavily invested institutionals were BlackRock Inc. ($8.89M), 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), and American Century Companies Inc. ($4.02M).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 88 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: BlackRock Inc. ($2.42M), Raymond James Financial Inc. ($681.34K), CWA Asset Management Group LLC ($444.39K), American Century Companies Inc. ($374.93K), WealthTrust Axiom LLC ($246.89K), Rothschild Wealth LLC ($174.28K), and Russell Investments Group Ltd. ($162.45K).

Institutional investors have bought a total of 4,310,317 shares in the last 24 months. This purchase volume represents approximately $16.43M in transactions.

Of the 26 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 ($757.02K), Perritt Capital Management Inc ($661.96K), Russell Investments Group Ltd. ($621.33K), 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 3,110,544 shares in the last 24 months. This volume of shares sold represents approximately $12.71M in transactions.


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Institutional ownership data for NYSEAMERICAN:EPM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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