EVOLUTION PETROLEUM CORP (EPM) Institutional Ownership Changes & 13F Activity

EVOLUTION PETROLEUM CORP (EPM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aqr Capital Management Llc, Citadel Advisors Llc, Goldman Sachs Group Inc, Quantinno Capital Management Lp, and Renaissance Technologies LLC.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-277,228-85.1%48,677$179.13KQ2 2026Sep 02, 2026
California State Teachers Retirement SystemBuy+443443$1.63KQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+29,026+204.1%43,250$159.16KQ2 2026Aug 19, 2026
Aqr Capital Management LlcBuy+342,166+1020.6%375,692$1.38MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-121,110-42.4%164,526$605.46KQ2 2026Aug 14, 2026
Schonfeld Strategic Advisors LlcBuy+56,389+162.1%91,173$335.51KQ2 2026Aug 14, 2026
Invesco Ltd.Buy+52,28252,282$192.40KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+43,859+64.7%111,648$410.86KQ2 2026Aug 14, 2026
Engineers Gate Manager LpSell-42,805-67.9%20,198$74.33KQ2 2026Aug 14, 2026
Graham Capital Management, L.P.Sell-35,481-57.3%26,387$97.10KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-33,070-3.2%996,428$3.67MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+18,776+67.8%46,464$170.99KQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+9,889+11.1%98,676$363.13KQ2 2026Aug 14, 2026
Bank Of America CorpSell-7,268-10.2%63,830$234.90KQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+7,000+28.4%31,610$144.77KQ2 2026Aug 14, 2026
Wellington Management Group LlpBuy+3,236+19.6%19,783$72.80KQ2 2026Aug 14, 2026
Xtx Topco LtdSell-2,992-20.4%11,671$42.95KQ2 2026Aug 14, 2026
Barclays PlcSell-933-9.4%9,017$33.18KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-488-0.8%63,157$232.42KQ2 2026Aug 14, 2026
Mirae Asset Global Etfs Holdings Ltd.Sell-370-2.4%14,806$54.49KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+298298$1.10KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+160+2.0%8,069$29.69KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-147-13.5%941$3.00KQ2 2026Aug 14, 2026
Michels Family Financial, LlcBuy+79+0.6%12,458$45.85KQ2 2026Aug 14, 2026
Quantinno Capital Management LpBuy+105,080+157.9%171,610$631.53KQ2 2026Aug 13, 2026
Renaissance Technologies LLCBuy+76,917+8.1%1,029,814$3.79MQ2 2026Aug 13, 2026
Northern Trust CorpSell-43,368-14.0%265,468$976.92KQ2 2026Aug 13, 2026
Fmr LlcBuy+41,582+612.9%48,366$177.99KQ2 2026Aug 13, 2026
Ubs Group AgSell-39,566-19.9%158,947$584.92KQ2 2026Aug 13, 2026
Vanguard Portfolio Management LlcBuy+34,985+18.7%222,300$818.06KQ2 2026Aug 13, 2026
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Frequently asked questions about EPM activity

  • Which institutional owners are buying EPM?

    Institutional owners buying EPM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EPM activity?

    "Buy" means an investor increased their reported position in EPM compared to the prior reporting period. This reflects growing exposure to EVOLUTION PETROLEUM CORP (EPM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EPM increasing?

    Institutional interest in EPM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.