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 $80.07M 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 $10.84M in its March 31, 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 $8.40M, representing an estimated loss of -22.49% 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
118
Total Reported Value
$80.07M
Largest Holder
Blackrock, Inc.
Largest Position
$10.84M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
149
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% | 2,365,816 | $10,835,437 | $8,398,647 | -$2,436,790 | -22.49% | |
| Wealthtrust Axiom Llc | 2.41% | 2,136,216 | $9,783,868 | $7,583,567 | -$2,200,301 | -22.49% | |
| Dimensional Fund Advisors Lp | 0.00% | 1,453,218 | $6,655,912 | $5,158,924 | -$1,496,988 | -22.49% | |
| Vanguard Capital Management Llc | 0.00% | 1,247,734 | $5,714,622 | $4,429,456 | -$1,285,166 | -22.49% | |
| American Century Companies Inc | 0.00% | 1,084,339 | $4,966,273 | $3,849,403 | -$1,116,870 | -22.49% | |
| Raymond James Financial Inc | 0.00% | 1,029,498 | $4,715,099 | $3,654,718 | -$1,060,381 | -22.49% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 952,897 | $4,364,268 | $3,382,784 | -$981,484 | -22.49% |
| Geode Capital Management, Llc | 0.00% | 778,365 | $3,565,948 | $2,763,196 | -$802,752 | -22.51% | |
| State Street Corp | 0.00% | 692,504 | $3,171,668 | $2,458,389 | -$713,279 | -22.49% | |
| Morgan Stanley | 0.00% | 651,329 | $2,983,087 | $2,312,218 | -$670,869 | -22.49% | |
| Cwa Asset Management Group, Llc | 0.09% | 805,762 | $2,965,206 | $2,860,455 | -$104,751 | -3.53% | |
| North Star Investment Management Corp. | 0.09% | 431,388 | $1,587,508 | $1,531,427 | -$56,081 | -3.53% | |
| Citadel Advisors Llc | 0.00% | 325,905 | $1,492,644 | $1,156,963 | -$335,681 | -22.49% | |
| Northern Trust Corp | 0.00% | 308,836 | $1,414,470 | $1,096,368 | -$318,102 | -22.49% | |
| Goldman Sachs Group Inc | 0.00% | 285,636 | $1,308,213 | $1,014,008 | -$294,205 | -22.49% | |
| Register Financial Advisors Llc | 0.38% | 338,176 | $1,244,486 | $1,200,525 | -$43,961 | -3.53% | |
| Vanguard Fiduciary Trust Co | 0.00% | 208,628 | $955,516 | $740,629 | -$214,887 | -22.49% | |
| Ubs Group Ag | 0.00% | 198,513 | $909,189 | $704,721 | -$204,468 | -22.49% | |
| Vanguard Portfolio Management Llc | 0.00% | 187,315 | $857,903 | $664,968 | -$192,935 | -22.49% | |
| Point72 Asset Management, L.P. | 0.00% | 167,761 | $768,345 | $595,552 | -$172,793 | -22.49% | |
| Ritholtz Wealth Management | 0.01% | 131,577 | $602,623 | $467,098 | -$135,525 | -22.49% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 123,929 | $567,595 | $439,948 | -$127,647 | -22.49% | |
| Castleview Partners, Llc | 0.19% | 115,393 | $424,646 | $409,645 | -$15,001 | -3.53% | |
| Charles Schwab Investment Management Inc | 0.00% | 88,787 | $406,644 | $315,194 | -$91,450 | -22.49% | |
| Millennium Management Llc | 0.00% | 87,835 | $402,284 | $311,814 | -$90,470 | -22.49% | |
| Bank Of New York Mellon Corp | 0.00% | 85,586 | $391,983 | $303,830 | -$88,153 | -22.49% | |
| Bank Of America Corp | 0.00% | 71,098 | $325,629 | $252,398 | -$73,231 | -22.49% | |
| Wells Fargo & Company/Mn | 0.00% | 67,789 | $310,477 | $240,651 | -$69,826 | -22.49% | |
| Quantinno Capital Management Lp | 0.00% | 66,530 | $304,708 | $236,182 | -$68,527 | -22.49% | |
| Susquehanna International Group, Llp | 0.00% | 63,645 | $291,494 | $225,940 | -$65,554 | -22.49% | |
| Engineers Gate Manager Lp | 0.00% | 63,003 | $288,554 | $223,661 | -$64,893 | -22.49% | |
| Nuveen, Llc | 0.00% | 61,999 | $283,955 | $220,096 | -$63,859 | -22.49% | |
| Graham Capital Management, L.P. | 0.01% | 61,868 | $283,355 | $219,631 | -$63,724 | -22.49% | |
| Jane Street Group, Llc | 0.00% | 61,663 | $282,416 | $218,904 | -$63,512 | -22.49% | |
| Invesco Ltd. | 0.00% | 60,313 | $276,233 | $214,111 | -$62,122 | -22.49% | |
| Bridgeway Capital Management, Llc | 0.01% | 55,300 | $253,274 | $196,315 | -$56,959 | -22.49% | |
| Advisor Os, Llc | 0.02% | 52,356 | $239,790 | $185,864 | -$53,926 | -22.49% | |
| Truist Financial Corp | 0.00% | 49,788 | $183,220 | $176,747 | -$6,473 | -3.53% | |
| Victory Capital Management Inc | 0.00% | 37,474 | $171,631 | $133,033 | -$38,598 | -22.49% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 34,784 | $159,310 | $123,483 | -$35,827 | -22.49% | |
| Aqr Capital Management Llc | 0.00% | 33,526 | $153,548 | $119,017 | -$34,531 | -22.49% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 32,340 | $148,117 | $114,807 | -$33,310 | -22.49% | |
| Odyssean, Llc | 0.05% | 31,931 | $146,244 | $113,355 | -$32,889 | -22.49% | |
| Ethic Inc. | 0.00% | 37,539 | $138,144 | $133,263 | -$4,881 | -3.53% | |
| Deutsche Bank Ag\ | 0.00% | 29,271 | $134,062 | $103,912 | -$30,150 | -22.49% | |
| Vanguard Personalized Indexing Management, Llc | 0.00% | 27,831 | $127,466 | $98,800 | -$28,666 | -22.49% | |
| D. E. Shaw & Co., Inc. | 0.00% | 27,688 | $126,811 | $98,292 | -$28,519 | -22.49% | |
| Jackson Hole Capital Partners, Llc | 0.02% | 27,489 | $125,900 | $97,586 | -$28,314 | -22.49% | |
| Rothschild Wealth Llc | 0.01% | 27,307 | $125,068 | $96,940 | -$28,128 | -22.49% | |
| Rhumbline Advisers | 0.00% | 26,730 | $122,415 | $94,892 | -$27,524 | -22.48% |
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.