Who owns EVOLUTION PETROLEUM CORP?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EPM from SEC Form 13F filings across 119 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 119 institutions disclosed 18.1M shares of EVOLUTION PETROLEUM CORP worth $66.6M — about 52.8% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
119
13F holders
$66.6M
value, 2026 filers
52.8%
of shares outstanding (18.1M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EPM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.4M | $8.9M | 0.0% | 7% | +2.2% |
| 2 | WealthTrust Axiom LLC | 2.2M | $8.1M | 1.8% | 6.4% | +3.6% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $5.5M | 0.0% | 4.3% | +2.4% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $4.7M | 0.0% | 3.7% | +2.0% |
| 5 | AMERICAN CENTURY COMPANIES INC | 1.1M | $4.0M | 0.0% | 3.1% | -0.9% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 1.0M | $3.8M | 0.0% | 3% | +8.1% |
| 7 | RAYMOND JAMES FINANCIAL INC | 996,428 | $3.7M | 0.0% | 2.9% | -3.2% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 885,707 | $3.3M | 0.0% | 2.6% | +13.8% |
| 9 | CWA Asset Management Group, LLC | 805,762 | $3.0M | 0.1% | 2.3% | +13.6% |
| 10 | STATE STREET CORP | 691,691 | $2.5M | 0.0% | 2% | -0.1% |
| 11 | MORGAN STANLEY | 637,694 | $2.3M | 0.0% | 1.9% | -2.1% |
| 12 | North Star Investment Management Corp. | 431,388 | $1.6M | 0.1% | 1.3% | 0.0% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 375,692 | $1.4M | 0.0% | 1.1% | +1020.6% |
| 14 | Register Financial Advisors LLC | 338,176 | $1.2M | 0.4% | 1% | +0.4% |
| 15 | NORTHERN TRUST CORP | 265,468 | $976,922 | 0.0% | 0.8% | -14.0% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 225,493 | $829,814 | 0.0% | 0.7% | +8.1% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 222,300 | $818,064 | 0.0% | 0.6% | +18.7% |
| 18 | Quantinno Capital Management LP | 171,610 | $631,526 | 0.0% | 0.5% | +157.9% |
| 19 | GOLDMAN SACHS GROUP INC | 164,526 | $605,456 | 0.0% | 0.5% | -42.4% |
| 20 | UBS Group AG | 158,947 | $584,925 | 0.0% | 0.5% | -19.9% |
| 21 | Castleview Partners, LLC | 115,393 | $424,646 | 0.2% | 0.3% | +21.1% |
| 22 | WELLS FARGO & COMPANY/MN | 111,648 | $410,864 | 0.0% | 0.3% | +64.7% |
| 23 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 106,842 | $393,179 | 0.0% | 0.3% | -13.8% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 98,676 | $363,128 | 0.0% | 0.3% | +11.1% |
| 25 | Sixth Street Partners Management Company, L.P.NEW | 98,676 | $363,128 | 0.1% | 0.3% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.