Institutional Ownership Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $98.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,608,605
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
1,785,400
shares
|
$9 Million
2.54% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
1,595,721
shares
|
$8.04 Million
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,465,375
shares
|
$7.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
River Road Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,302,863
shares
|
$6.57 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
1,072,897
shares
|
$5.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
May 15, 2025 Q1 2025 |
1,067,070
shares
|
$5.38 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
855,498
shares
|
$4.31 Million
0.0% of portfolio
|
Q2 2025
Added 14.15%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
828,541
shares
|
$4.18 Million
0.28% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
727,534
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
699,634
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
629,985
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
592,595
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
468,620
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 30.92%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
407,776
shares
|
$2.06 Million
0.08% of portfolio
|
Q2 2025
Added 33.69%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
381,117
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
315,611
shares
|
$1.59 Million
0.65% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
312,232
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,567
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 27.07%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
180,067
shares
|
$907,537
0.32% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
178,356
shares
|
$898,914
0.47% of portfolio
|
Q2 2025
Reduced 78.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
104,472
shares
|
$526,538
0.0% of portfolio
|
Q2 2025
Added 64.68%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
97,324
shares
|
$490,512
0.01% of portfolio
|
Q2 2025
Reduced 30.58%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
96,228
shares
|
$484,989
0.0% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
74,333
shares
|
$374,638
0.01% of portfolio
|
Q1 2025
Reduced 22.6%
|