EPM Evolution Petroleum Corporation

AMEX
$3.53

Evolution Petroleum Corporation (EPM) Institutional Ownership

What the institutions did with EPM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers reporting
136
filed a 13F this quarter
Managers holding
117
-2 on the quarter
Buyers
65
17 opened new
Sellers
50
19 sold out entirely
Buyer share
56.5%
of managers who traded it
Breadth
+13.0
net buyers, as a share of those trading

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Largest holders

Manager Shares % of reported
BlackRock, Inc. 2.4M 13.4%
WealthTrust Axiom LLC 2.2M 12.3%
DIMENSIONAL FUND ADVISORS LP 1.5M 8.3%
VANGUARD CAPITAL MANAGEMENT LLC 1.3M 7.1%
AMERICAN CENTURY COMPANIES INC 1.1M 6.0%
RENAISSANCE TECHNOLOGIES LLC 1.0M 5.7%
RAYMOND JAMES FINANCIAL INC 996.4K 5.5%
GEODE CAPITAL MANAGEMENT, LLC 885.7K 4.9%
CWA Asset Management Group, LLC 805.8K 4.5%
STATE STREET CORP 691.7K 3.8%
MORGAN STANLEY 637.7K 3.5%
North Star Investment Management Corp. 431.4K 2.4%
AQR CAPITAL MANAGEMENT LLC 375.7K 2.1%
Register Financial Advisors LLC 338.2K 1.9%
NORTHERN TRUST CORP 265.5K 1.5%
VANGUARD FIDUCIARY TRUST CO 225.5K 1.2%
VANGUARD PORTFOLIO MANAGEMENT LLC 222.3K 1.2%
Quantinno Capital Management LP 171.6K 1.0%
GOLDMAN SACHS GROUP INC 164.5K 0.9%
UBS Group AG 158.9K 0.9%
Castleview Partners, LLC 115.4K 0.6%
WELLS FARGO & COMPANY/MN 111.6K 0.6%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 106.8K 0.6%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 98.7K 0.5%
Schonfeld Strategic Advisors LLC 91.2K 0.5%

Largest changes

Manager Action Previous Current Change
AQR CAPITAL MANAGEMENT LLC Increased 33.5K 375.7K +342.2K
CITADEL ADVISORS LLC Reduced 325.9K 48.7K -277.2K
Point72 Asset Management, L.P. Sold Out 167.8K 0 -167.8K
GOLDMAN SACHS GROUP INC Reduced 285.6K 164.5K -121.1K
GEODE CAPITAL MANAGEMENT, LLC Increased 778.4K 885.7K +107.3K
Quantinno Capital Management LP Increased 66.5K 171.6K +105.1K
CWA Asset Management Group, LLC Increased 709.3K 805.8K +96.5K
MILLENNIUM MANAGEMENT LLC Sold Out 87.8K 0 -87.8K
RENAISSANCE TECHNOLOGIES LLC Increased 952.9K 1.0M +76.9K
WealthTrust Axiom LLC Increased 2.1M 2.2M +76.4K
JANE STREET GROUP, LLC Sold Out 61.7K 0 -61.7K
Schonfeld Strategic Advisors LLC Increased 34.8K 91.2K +56.4K
BlackRock, Inc. Increased 2.4M 2.4M +50.9K
RITHOLTZ WEALTH MANAGEMENT Reduced 131.6K 84.8K -46.8K
GSA CAPITAL PARTNERS LLP Sold Out 44.5K 0 -44.5K
WELLS FARGO & COMPANY/MN Increased 67.8K 111.6K +43.9K
NORTHERN TRUST CORP Reduced 308.8K 265.5K -43.4K
Engineers Gate Manager LP Reduced 63.0K 20.2K -42.8K
FMR LLC Increased 6.8K 48.4K +41.6K
Ethic Inc. Reduced 78.3K 37.5K -40.8K
UBS Group AG Reduced 198.5K 158.9K -39.6K
DIMENSIONAL FUND ADVISORS LP Increased 1.5M 1.5M +35.5K
Graham Capital Management, L.P. Reduced 61.9K 26.4K -35.5K
VANGUARD PORTFOLIO MANAGEMENT LLC Increased 187.3K 222.3K +35.0K
RAYMOND JAMES FINANCIAL INC Reduced 1.0M 996.4K -33.1K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.