EVOLUTION PETROLEUM CORP (EPM) Institutional Shareholders
EVOLUTION PETROLEUM CORP (EPM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $66.46M in EPM holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of EPM tracked by InsiderSet, reporting ownership valued at approximately $8.89M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.33M, representing an estimated gain of +4.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed EPM value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Wealthtrust Axiom Llc, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in EVOLUTION PETROLEUM CORP (EPM).
This page ranks the largest institutional EPM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
115
Total Reported Value
$66.46M
Largest Holder
Blackrock, Inc.
Largest Position
$8.89M
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
144
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 2,416,712 | $8,893,500 | $9,328,508 | +$435,008 | +4.89% | |
| Wealthtrust Axiom Llc | 1.82% | 2,212,619 | $8,142,436 | $8,540,709 | +$398,273 | +4.89% | |
| Dimensional Fund Advisors Lp | 0.00% | 1,488,715 | $5,478,600 | $5,746,440 | +$267,840 | +4.89% | |
| Vanguard Capital Management Llc | 0.00% | 1,272,857 | $4,684,114 | $4,913,228 | +$229,114 | +4.89% | |
| American Century Companies Inc | 0.00% | 1,075,062 | $3,956,228 | $4,149,739 | +$193,511 | +4.89% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 1,029,814 | $3,789,716 | $3,975,082 | +$185,366 | +4.89% |
| Raymond James Financial Inc | 0.00% | 996,428 | $3,666,855 | $3,846,212 | +$179,357 | +4.89% | |
| Geode Capital Management, Llc | 0.00% | 885,707 | $3,260,292 | $3,418,829 | +$158,537 | +4.86% | |
| Cwa Asset Management Group, Llc | 0.09% | 805,762 | $2,965,206 | $3,110,241 | +$145,035 | +4.89% | |
| State Street Corp | 0.00% | 691,691 | $2,545,423 | $2,669,927 | +$124,504 | +4.89% | |
| Morgan Stanley | 0.00% | 637,694 | $2,346,718 | $2,461,499 | +$114,781 | +4.89% | |
| North Star Investment Management Corp. | 0.09% | 431,388 | $1,587,508 | $1,665,158 | +$77,650 | +4.89% | |
| Aqr Capital Management Llc | 0.00% | 375,692 | $1,382,546 | $1,450,171 | +$67,625 | +4.89% | |
| Register Financial Advisors Llc | 0.38% | 338,176 | $1,244,486 | $1,305,359 | +$60,873 | +4.89% | |
| Northern Trust Corp | 0.00% | 265,468 | $976,922 | $1,024,706 | +$47,784 | +4.89% | |
| Vanguard Fiduciary Trust Co | 0.00% | 225,493 | $829,814 | $870,403 | +$40,589 | +4.89% | |
| Vanguard Portfolio Management Llc | 0.00% | 222,300 | $818,064 | $858,078 | +$40,014 | +4.89% | |
| Quantinno Capital Management Lp | 0.00% | 171,610 | $631,526 | $662,415 | +$30,889 | +4.89% | |
| Goldman Sachs Group Inc | 0.00% | 164,526 | $605,456 | $635,070 | +$29,614 | +4.89% | |
| Ubs Group Ag | 0.00% | 158,947 | $584,925 | $613,535 | +$28,610 | +4.89% | |
| Castleview Partners, Llc | 0.19% | 115,393 | $424,646 | $445,417 | +$20,771 | +4.89% | |
| Wells Fargo & Company/Mn | 0.00% | 111,648 | $410,864 | $430,961 | +$20,097 | +4.89% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 106,842 | $393,179 | $412,410 | +$19,231 | +4.89% | |
| Charles Schwab Investment Management Inc | 0.00% | 98,676 | $363,128 | $380,889 | +$17,761 | +4.89% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 91,173 | $335,515 | $351,928 | +$16,413 | +4.89% | |
| Ritholtz Wealth Management | 0.00% | 84,817 | $312,127 | $327,394 | +$15,267 | +4.89% | |
| Bank Of New York Mellon Corp | 0.00% | 84,796 | $312,047 | $327,313 | +$15,266 | +4.89% | |
| Bank Of America Corp | 0.00% | 63,830 | $234,895 | $246,384 | +$11,489 | +4.89% | |
| Susquehanna International Group, Llp | 0.00% | 63,157 | $232,417 | $243,786 | +$11,369 | +4.89% | |
| Nuveen, Llc | 0.00% | 61,999 | $228,156 | $239,316 | +$11,160 | +4.89% | |
| Bridgeway Capital Management, Llc | 0.00% | 55,300 | $203,504 | $213,458 | +$9,954 | +4.89% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 53,850 | $198,168 | $207,861 | +$9,693 | +4.89% | |
| Invesco Ltd. | 0.00% | 52,282 | $192,398 | $201,809 | +$9,411 | +4.89% | |
| Advisor Os, Llc | 0.01% | 51,463 | $189,384 | $198,647 | +$9,263 | +4.89% | |
| Truist Financial Corp | 0.00% | 49,788 | $183,220 | $192,182 | +$8,962 | +4.89% | |
| Citadel Advisors Llc | 0.00% | 48,677 | $179,131 | $187,893 | +$8,762 | +4.89% | |
| Fmr Llc | 0.00% | 48,366 | $177,985 | $186,693 | +$8,708 | +4.89% | |
| D. E. Shaw & Co., Inc. | 0.00% | 46,464 | $170,988 | $179,351 | +$8,363 | +4.89% | |
| Mercer Global Advisors Inc | 0.00% | 43,250 | $159,161 | $166,945 | +$7,784 | +4.89% | |
| Alliancebernstein L.P. | 0.00% | 31,610 | $144,774 | $122,015 | -$22,759 | -15.72% | |
| Russell Investments Group, Ltd. | 0.00% | 37,803 | $139,114 | $145,920 | +$6,806 | +4.89% | |
| Ethic Inc. | 0.00% | 37,539 | $138,144 | $144,901 | +$6,757 | +4.89% | |
| Jackson Hole Capital Partners, Llc | 0.02% | 27,489 | $125,900 | $106,108 | -$19,792 | -15.72% | |
| Victory Capital Management Inc | 0.00% | 34,137 | $125,624 | $131,769 | +$6,145 | +4.89% | |
| Deutsche Bank Ag\ | 0.00% | 33,287 | $122,496 | $128,488 | +$5,992 | +4.89% | |
| Occudo Quantitative Strategies Lp | 0.01% | 32,203 | $118,507 | $124,304 | +$5,797 | +4.89% | |
| Abel Hall, Llc | 0.02% | 31,278 | $115,103 | $120,733 | +$5,630 | +4.89% | |
| Vanguard Personalized Indexing Management, Llc | 0.00% | 30,715 | $113,031 | $118,560 | +$5,529 | +4.89% | |
| Rothschild Wealth Llc | 0.01% | 26,739 | $98,400 | $103,213 | +$4,813 | +4.89% | |
| Graham Capital Management, L.P. | 0.00% | 26,387 | $97,104 | $101,854 | +$4,750 | +4.89% |
Frequently asked questions about EPM
Who owns the most EPM stock?
The largest holders of EPM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EVOLUTION PETROLEUM CORP (EPM).
Is EPM widely held by superinvestors?
Many widely followed stocks like EPM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EPM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.