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 119 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $85.8 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
|
$11.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
1,782,033
shares
|
$7.57 Million
2.4% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
1,600,822
shares
|
$6.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,432,559
shares
|
$6.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
River Road Asset Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,294,393
shares
|
$5.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
1,059,997
shares
|
$4.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
977,675
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
Nov 05, 2025 Q3 2025 |
943,820
shares
|
$4.01 Million
0.35% of portfolio
|
Q3 2025
Reduced 17.67%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
727,602
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
695,693
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
680,987
shares
|
$2.89 Million
0.22% of portfolio
|
Q3 2025
Reduced 17.81%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
669,156
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
641,066
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
474,278
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
470,471
shares
|
$2 Million
0.09% of portfolio
|
Q3 2025
Added 15.37%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
469,692
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Added 23.24%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
317,169
shares
|
$1.35 Million
0.6% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
315,324
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,567
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 27.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
223,925
shares
|
$951,681
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
176,316
shares
|
$749,343
0.44% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
171,042
shares
|
$726,928
0.25% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
135,916
shares
|
$577,643
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
121,701
shares
|
$517,229
0.0% of portfolio
|
Q2 2025
Added 2288.42%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
116,990
shares
|
$497,207
0.01% of portfolio
|
Q3 2025
Added 20.21%
|
|