EPM Institutional Ownership & Shareholders
EVOLUTION PETROLEUM CORP (EPM) is currently held by 110 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $66.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $8.72M, representing an estimated loss of -1.90% 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
110
Total Reported Value
$66.92M
Largest Holder
Blackrock, Inc.
Largest Position
$8.89M
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
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 | $8,724,330 | -$169,170 | -1.90% | |
| Wealthtrust Axiom Llc | 1.82% | 2,212,619 | $8,142,436 | $7,987,555 | -$154,881 | -1.90% | |
| Dimensional Fund Advisors Lp | 0.00% | 1,488,715 | $5,478,600 | $5,374,261 | -$104,339 | -1.90% | |
| Vanguard Capital Management Llc | 0.00% | 1,272,857 | $4,684,114 | $4,595,014 | -$89,100 | -1.90% | |
| American Century Companies Inc | 0.00% | 1,075,062 | $3,956,228 | $3,880,974 | -$75,254 | -1.90% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 1,029,814 | $3,789,716 | $3,717,629 | -$72,087 | -1.90% |
| Raymond James Financial Inc | 0.00% | 996,428 | $3,666,855 | $3,597,105 | -$69,750 | -1.90% | |
| Cwa Asset Management Group, Llc | 0.10% | 939,802 | $3,326,901 | $3,392,685 | +$65,784 | +1.98% | |
| Geode Capital Management, Llc | 0.00% | 885,707 | $3,260,292 | $3,197,402 | -$62,890 | -1.93% | |
| State Street Corp | 0.00% | 691,691 | $2,545,423 | $2,497,005 | -$48,418 | -1.90% | |
| Morgan Stanley | 0.00% | 637,694 | $2,346,718 | $2,302,075 | -$44,643 | -1.90% | |
| Register Financial Advisors Llc | 0.50% | 456,580 | $1,616,291 | $1,648,254 | +$31,963 | +1.98% | |
| North Star Investment Management Corp. | 0.08% | 424,096 | $1,501,301 | $1,530,987 | +$29,686 | +1.98% | |
| Aqr Capital Management Llc | 0.00% | 375,692 | $1,382,546 | $1,356,248 | -$26,298 | -1.90% | |
| Northern Trust Corp | 0.00% | 265,468 | $976,922 | $958,339 | -$18,583 | -1.90% | |
| Vanguard Fiduciary Trust Co | 0.00% | 225,493 | $829,814 | $814,030 | -$15,784 | -1.90% | |
| Vanguard Portfolio Management Llc | 0.00% | 222,300 | $818,064 | $802,503 | -$15,561 | -1.90% | |
| Quantinno Capital Management Lp | 0.00% | 171,610 | $631,526 | $619,512 | -$12,014 | -1.90% | |
| Goldman Sachs Group Inc | 0.00% | 164,526 | $605,456 | $593,939 | -$11,517 | -1.90% | |
| Ubs Group Ag | 0.00% | 158,947 | $584,925 | $573,799 | -$11,126 | -1.90% | |
| Castleview Partners, Llc | 0.21% | 134,200 | $475,068 | $484,462 | +$9,394 | +1.98% | |
| Wells Fargo & Company/Mn | 0.00% | 111,648 | $410,864 | $403,049 | -$7,815 | -1.90% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 106,842 | $393,179 | $385,700 | -$7,479 | -1.90% | |
| Charles Schwab Investment Management Inc | 0.00% | 98,676 | $363,128 | $356,220 | -$6,908 | -1.90% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 91,173 | $335,515 | $329,135 | -$6,380 | -1.90% | |
| Ritholtz Wealth Management | 0.00% | 84,817 | $312,127 | $306,189 | -$5,938 | -1.90% | |
| Bank Of New York Mellon Corp | 0.00% | 84,796 | $312,047 | $306,114 | -$5,933 | -1.90% | |
| Bank Of America Corp | 0.00% | 63,830 | $234,895 | $230,426 | -$4,469 | -1.90% | |
| Susquehanna International Group, Llp | 0.00% | 63,157 | $232,417 | $227,997 | -$4,420 | -1.90% | |
| Nuveen, Llc | 0.00% | 61,999 | $228,156 | $223,816 | -$4,340 | -1.90% | |
| Bridgeway Capital Management, Llc | 0.00% | 55,300 | $203,504 | $199,633 | -$3,871 | -1.90% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 53,850 | $198,168 | $194,399 | -$3,770 | -1.90% | |
| Invesco Ltd. | 0.00% | 52,282 | $192,398 | $188,738 | -$3,660 | -1.90% | |
| Advisor Os, Llc | 0.01% | 51,463 | $189,384 | $185,781 | -$3,603 | -1.90% | |
| Citadel Advisors Llc | 0.00% | 48,677 | $179,131 | $175,724 | -$3,407 | -1.90% | |
| Fmr Llc | 0.00% | 48,366 | $177,985 | $174,601 | -$3,384 | -1.90% | |
| Truist Financial Corp | 0.00% | 49,788 | $176,250 | $179,735 | +$3,485 | +1.98% | |
| D. E. Shaw & Co., Inc. | 0.00% | 46,464 | $170,988 | $167,735 | -$3,253 | -1.90% | |
| Mercer Global Advisors Inc | 0.00% | 43,250 | $159,161 | $156,133 | -$3,029 | -1.90% | |
| Alliancebernstein L.P. | 0.00% | 31,610 | $144,774 | $114,112 | -$30,662 | -21.18% | |
| Russell Investments Group, Ltd. | 0.00% | 37,803 | $139,114 | $136,469 | -$2,645 | -1.90% | |
| Ethic Inc. | 0.00% | 37,539 | $138,144 | $135,516 | -$2,628 | -1.90% | |
| Jackson Hole Capital Partners, Llc | 0.02% | 27,489 | $125,900 | $99,235 | -$26,665 | -21.18% | |
| Victory Capital Management Inc | 0.00% | 34,137 | $125,624 | $123,235 | -$2,389 | -1.90% | |
| Deutsche Bank Ag\ | 0.00% | 33,287 | $122,496 | $120,166 | -$2,330 | -1.90% | |
| Occudo Quantitative Strategies Lp | 0.01% | 32,203 | $118,507 | $116,253 | -$2,254 | -1.90% | |
| Vanguard Personalized Indexing Management, Llc | 0.00% | 30,715 | $113,031 | $110,881 | -$2,150 | -1.90% | |
| Rothschild Wealth Llc | 0.01% | 26,739 | $98,400 | $96,528 | -$1,872 | -1.90% | |
| Graham Capital Management, L.P. | 0.00% | 26,387 | $97,104 | $95,257 | -$1,847 | -1.90% | |
| Rhumbline Advisers | 0.00% | 24,714 | $90,938 | $89,218 | -$1,720 | -1.89% |
Frequently asked questions about EPM
Who are the largest institutional holders of EPM?
The largest institutional holders of EPM reported in the latest SEC Form 13F filings include Blackrock, Inc., Wealthtrust Axiom Llc, Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and American Century Companies Inc. InsiderSet ranks institutional holders by their latest reported EPM position.
What is EPM institutional ownership?
This page tracks EPM positions reported by institutional investment managers through SEC Form 13F. EVOLUTION PETROLEUM CORP (EPM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EPM?
InsiderSet currently tracks 110 institutional managers reporting EPM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EPM shareholders.
How much EPM stock do institutions own?
Institutional investment managers disclosed approximately $66.92M in EPM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EPM institutional ownership last updated?
The latest EPM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EPM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EPM position after the reporting date.
Are institutions buying or selling EPM?
Institutional buying and selling can be analyzed by comparing EPM positions across consecutive 13F reporting periods. InsiderSet's EPM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EPM ownership changes.
How has EPM institutional ownership changed over time?
InsiderSet tracks EPM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.