EPM

Evolution Petroleum Corp

Company with tickers: EPM

CIK
1006655
CUSIP
30049A107
Shares Outstanding
35,821,410
Holders: 117
Total Value: $70,351,351
Total Shares: 15,360,572
Showing 1–100 of 120 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 117 13F filers · Δ vs Dec 31, 2025
Top Holder
15.4%
+0.8 pts
Top 5
52.5%
+4.8 pts
Top 10
75.7%
+7.2 pts
HHI
752
Broadly held +112

Quarterly Activity

vs Dec 31, 2025
New
114
Increased
2
Decreased
0
Sold Out
114
Unchanged
1
Holder count: 0
Institutional value: +20.6%
Shares held: -6.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Mega GOLDMAN SACHS GROUP INC +150,063 285,636
Small Essential Partners LLC +33 96

Top Sellers

vs Dec 31, 2025
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega BlackRock, Inc. 2,365,816 $10,835,434
Small WealthTrust Axiom LLC 2,136,216 $9,783,869
Mega DIMENSIONAL FUND ADVISORS LP 1,453,218 $6,655,737
Mega AMERICAN CENTURY COMPANIES INC 1,084,339 $4,966,272
Mega RAYMOND JAMES FINANCIAL INC 1,029,498 $4,715,100

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega BlackRock, Inc. 2,412,080 $8,538,761
Small WealthTrust Axiom LLC 1,948,657 $6,898,245
Mega DIMENSIONAL FUND ADVISORS LP 1,420,577 $5,028,841
Large RENAISSANCE TECHNOLOGIES LLC 1,062,297 $3,760,531
Mega AMERICAN CENTURY COMPANIES INC 1,020,878 $3,613,908
100 of 100 shown Export CSV
Holder Value (USD) % of 13F Shares Action
Mega BlackRock, Inc. $10,835,434 15.40% 2,365,816 View
Small WealthTrust Axiom LLC $9,783,869 13.91% 2,136,216 View
Mega DIMENSIONAL FUND ADVISORS LP $6,655,737 9.46% 1,453,218 View
Mega AMERICAN CENTURY COMPANIES INC $4,966,272 7.06% 1,084,339 View
Mega RAYMOND JAMES FINANCIAL INC $4,715,100 6.70% 1,029,498 View
Large RENAISSANCE TECHNOLOGIES LLC $4,364,268 6.20% 952,897 View
Mega GEODE CAPITAL MANAGEMENT, LLC $3,564,911 5.07% 778,365 View
Mid CWA Asset Management Group, LLC $3,248,534 4.62% 709,287 View
Mega STATE STREET CORP $3,171,668 4.51% 692,504 View
Mid North Star Investment Management Corp. $1,974,795 2.81% 431,178 View
Small Register Financial Advisors LLC $1,542,718 2.19% 336,838 View
Mega CITADEL ADVISORS LLC $1,492,644 2.12% 325,905 View
Mega GOLDMAN SACHS GROUP INC $1,308,212 1.86% 285,636 View
Mega UBS Group AG $909,188 1.29% 198,513 View
Large Point72 Asset Management, L.P. $768,345 1.09% 167,761 View
Mid RITHOLTZ WEALTH MANAGEMENT $602,622 0.86% 131,577 View
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $567,594 0.81% 123,929 View
Small Castleview Partners, LLC $436,474 0.62% 95,300 View
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $406,644 0.58% 88,787 View
Mega MILLENNIUM MANAGEMENT LLC $402,284 0.57% 87,835 View
Mega Bank of New York Mellon Corp $391,982 0.56% 85,586 View
Mid Ethic Inc. $358,728 0.51% 78,325 View
Mega BANK OF AMERICA CORP /DE/ $325,628 0.46% 71,098 View
Mega WELLS FARGO & COMPANY/MN $310,472 0.44% 67,789 View
Large Quantinno Capital Management LP $304,707 0.43% 66,530 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $291,493 0.41% 63,645 View
Mid Engineers Gate Manager LP $288,553 0.41% 63,003 View
Mega Nuveen, LLC $283,955 0.40% 61,999 View
Mid Graham Capital Management, L.P. $283,355 0.40% 61,868 View
Mega JANE STREET GROUP, LLC $282,416 0.40% 61,663 View
Mega Invesco Ltd. $276,232 0.39% 60,313 View
Mega CITADEL ADVISORS LLC $275,258 0.39% 60,100 View
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $253,274 0.36% 55,300 View
Small Advisor OS, LLC $239,790 0.34% 52,356 View
Large TRUIST FINANCIAL CORP $228,029 0.32% 49,788 View
Mid GSA CAPITAL PARTNERS LLP $203,819 0.29% 44,502 View
Mega VICTORY CAPITAL MANAGEMENT INC $171,630 0.24% 37,474 View
Large Schonfeld Strategic Advisors LLC $159,310 0.23% 34,784 View
Mega AQR CAPITAL MANAGEMENT LLC $153,547 0.22% 33,526 View
Large Connor, Clark & Lunn Investment Management Ltd. $148,117 0.21% 32,340 View
Small Odyssean, LLC $146,243 0.21% 31,931 View
Mega DEUTSCHE BANK AG\ $134,060 0.19% 29,271 View
Mid Vanguard Personalized Indexing Management, LLC $127,465 0.18% 27,831 View
Mega D. E. Shaw & Co., Inc. $126,811 0.18% 27,688 View
Small Jackson Hole Capital Partners, LLC $125,899 0.18% 27,489 View
Small Rothschild Wealth LLC $125,066 0.18% 27,307 View
Mega RHUMBLINE ADVISERS $122,423 0.17% 26,730 View
Mega ALLIANCEBERNSTEIN L.P. $112,713 0.16% 24,610 View
Mega PRICE T ROWE ASSOCIATES INC /MD/ $106,274 0.15% 23,204 View
Small Ellevest, Inc. $89,923 0.13% 19,634 View
Mid Sowell Financial Services LLC $89,484 0.13% 19,538 View
Mega TWO SIGMA INVESTMENTS, LP $82,591 0.12% 18,033 View
Mega JANE STREET GROUP, LLC $82,440 0.12% 18,000 View
Mega WELLINGTON MANAGEMENT GROUP LLP $75,785 0.11% 16,547 View
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $75,464 0.11% 16,477 View
Large SEI INVESTMENTS CO $74,649 0.11% 16,299 View
Mid Virtu Financial LLC $74,406 0.11% 16,246 View
Mid COLDSTREAM CAPITAL MANAGEMENT INC $73,412 0.10% 16,029 View
Mid Summit Trail Advisors, LLC $71,008 0.10% 15,504 View
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $69,506 0.10% 15,176 View
Mega JPMORGAN CHASE & CO $67,747 0.10% 14,792 View
Mid XTX Topco Ltd $67,156 0.10% 14,663 View
Small Chancellor Financial Group WB LP $66,877 0.10% 14,602 View
Large Russell Investments Group, Ltd. $66,088 0.09% 14,430 View
Large MERCER GLOBAL ADVISORS INC /ADV $65,145 0.09% 14,224 View
Large Focus Partners Wealth $63,836 0.09% 13,938 View
Mid NORTHERN TRUST CORP $61,046 0.09% 13,329 View
Small ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $59,040 0.08% 12,891 View
Small OXFORD ASSET MANAGEMENT LLP $58,019 0.08% 12,668 View
Micro Michels Family Financial, LLC $56,695 0.08% 12,379 View
Large Cambridge Investment Research Advisors, Inc. $56,334 0.08% 12,300 View
Mega LPL Financial LLC $53,746 0.08% 11,735 View
Small Kathmere Capital Management, LLC $51,117 0.07% 11,161 View
Large Police & Firemen's Retirement System of New Jersey $50,787 0.07% 11,089 View
Mega CITADEL ADVISORS LLC $46,716 0.07% 10,200 View
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE $45,996 0.07% 10,043 View
Mega MORGAN STANLEY $45,832 0.07% 10,007 View
Mid Equitable Holdings, Inc. $45,800 0.07% 10,000 View
Mega BARCLAYS PLC $45,570 0.06% 9,950 View
Large NEW YORK STATE COMMON RETIREMENT FUND $43,793 0.06% 9,562 View
Mid PNC FINANCIAL SERVICES GROUP, INC. $32,951 0.05% 7,195 View
Mega BNP PARIBAS ARBITRAGE, SA $32,224 0.05% 7,036 View
Small NFSG Corp $31,945 0.05% 6,975 View
Mega FMR LLC $31,070 0.04% 6,784 View
Mid State of Alaska, Department of Revenue $30,232 0.04% 6,601 View
Mid OSAIC HOLDINGS, INC. $15,947 0.02% 3,482 View
Mega Legal & General Group Plc $13,703 0.02% 2,992 View
Small CoreCap Advisors, LLC $13,346 0.02% 2,914 View
Mid Ameritas Investment Partners, Inc. $11,930 0.02% 2,605 View
Mid Tower Research Capital LLC (TRC) $11,880 0.02% 2,594 View
Small BARD ASSOCIATES INC $11,450 0.02% 2,500 View
Mid Smartleaf Asset Management LLC $8,821 0.01% 1,926 View
Large CWM, LLC $8,450 0.01% 1,845 View
Mega CITIGROUP INC $7,483 0.01% 1,634 View
Mid JONES FINANCIAL COMPANIES LLLP $6,279 0.01% 1,371 View
Mid GAMMA Investing LLC $5,757 0.01% 1,257 View
Mega ROYAL BANK OF CANADA $4,982 0.01% 1,088 View
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4,621 0.01% 1,009 View
Mid Allworth Financial LP $4,291 0.01% 937 View
Small Cassaday & Co Wealth Management LLC $1,740 0.00% 380 View
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