Free Trial
→ HIDDEN IN THE BOOK OF GENESIS… (From Paradigm Press) (Ad) Free EPM Stock Alerts

Evolution Petroleum (EPM) Institutional Ownership

Evolution Petroleum logo
$4.80 +0.09 (+1.91%)
As of 08/8/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Evolution Petroleum (NYSE:EPM)

Current
Institutional Ownership
Percentage
60.07%
Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$12.84M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$3.21M
Get EPM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Evolution Petroleum stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EPM Institutional Buying and Selling by Quarter

Evolution Petroleum Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Intech Investment Management LLC14,784$69K0.0%-12.8%0.043%
8/8/2025 Geode Capital Management LLC727,534$3.42M0.0%-1.8%2.121%
8/8/2025 PNC Financial Services Group Inc.25,041$118K0.0%+157.8%0.073%
8/5/2025 Ellevest Inc.23,545$111K0.0%-44.9%0.069%
7/31/2025 Jackson Hole Capital Partners LLC29,597$139K0.0%N/A0.086%
7/30/2025 Ethic Inc.97,324$480K0.0%-30.6%0.284%
7/25/2025 Vanguard Personalized Indexing Management LLC23,106$109K0.0%+43.1%0.067%
7/16/2025 Register Financial Advisors LLC315,611$1.48M0.6%+6.0%0.920%
6/27/2025Goldman Sachs Group Inc.139,715$724K0.0%+24.0%0.407%
5/29/2025Rhumbline Advisers50,448$261K0.0%+28.2%0.147%
5/20/2025Focus Partners Wealth13,447$70K0.0%N/A0.039%
5/19/2025Jane Street Group LLC19,724$102K0.0%N/A0.058%
5/16/2025Goldman Sachs Group Inc.139,715$724K0.0%+24.0%0.408%
5/16/2025AQR Capital Management LLC17,635$91K0.0%N/A0.051%
5/16/2025Algorithmic Investment Models LLC19,070$99K0.1%N/A0.056%
5/16/2025Ancora Advisors LLC104,920$543K0.0%+142.8%0.306%
5/14/2025WealthTrust Axiom LLC1,767,188$9.15M2.8%+1.7%5.159%
5/14/2025MetLife Investment Management LLC5,948$31K0.0%-69.1%0.017%
5/13/2025American Century Companies Inc.749,442$3.88M0.0%+19.0%2.188%
5/13/2025 Ethic Inc.140,200$718K0.0%+10.2%0.409%
5/13/2025Russell Investments Group Ltd.670,155$3.47M0.0%+22.5%1.956%
5/12/2025Nuveen LLC61,211$317K0.0%N/A0.179%
5/12/2025Invesco Ltd.66,865$346K0.0%-8.0%0.195%
5/9/2025Deutsche Bank AG42,978$223K0.0%-17.5%0.125%
5/9/2025 PNC Financial Services Group Inc.9,713$50K0.0%-26.4%0.028%
5/7/2025 Prosperity Consulting Group LLC31,923$165K0.0%-11.4%0.093%
5/2/2025Victory Capital Management Inc.12,557$65K0.0%-62.5%0.037%
5/1/2025New York State Common Retirement Fund23,862$124K0.0%-24.2%0.070%
4/29/2025 Bank of New York Mellon Corp242,605$1.26M0.0%-2.5%0.708%
4/22/2025 Register Financial Advisors LLC297,782$1.54M0.8%+2.7%0.869%
4/21/2025 CWA Asset Management Group LLC305,012$1.58M0.1%+30.0%0.890%
4/17/2025 North Star Investment Management Corp.828,396$4.29M0.3%-0.6%2.418%
4/8/2025Rhumbline Advisers50,448$261K0.0%+28.2%0.147%
4/4/2025 Kings Path Partners LLC65,950$342K0.2%-38.6%0.193%
3/19/2025 Chancellor Financial Group WB LP11,000$58K0.0%N/A0.032%
2/18/2025PharVision Advisers LLC29,027$152K0.1%N/A0.086%
2/17/2025Two Sigma Investments LP28,211$148K0.0%N/A0.084%
2/17/2025Quantinno Capital Management LP41,501$217K0.0%-18.6%0.124%
2/17/2025Millennium Management LLC18,560$97K0.0%N/A0.055%
2/17/2025 Ellevest Inc.39,479$206K0.0%-14.9%0.117%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
2/17/2025 Ethic Inc.127,263$666K0.0%+27.8%0.379%
2/17/2025Deutsche Bank AG52,092$272K0.0%+99.5%0.155%
2/17/2025Bridgeway Capital Management LLC96,033$502K0.0%-2.3%0.286%
2/17/2025Bank of America Corp DE51,446$269K0.0%+39.3%0.153%
2/14/2025Northern Trust Corp319,784$1.67M0.0%+4.8%0.952%
2/14/2025Quarry LP7,738$40K0.0%N/A0.023%
2/14/2025 Prosperity Consulting Group LLC36,020$188K0.0%+54.1%0.107%
2/14/2025Price T Rowe Associates Inc. MD12,259$65K0.0%N/A0.036%
2/14/2025MetLife Investment Management LLC19,232$101K0.0%+222.6%0.057%
2/14/2025Dimensional Fund Advisors LP1,510,454$7.90M0.0%+6.3%4.495%
2/13/2025Marshall Wace LLP27,249$143K0.0%N/A0.081%
2/13/2025XTX Topco Ltd28,941$151K0.0%+37.0%0.086%
2/13/2025Barclays PLC49,309$257K0.0%+8.8%0.147%
2/13/2025WealthTrust Axiom LLC1,737,867$9.09M2.7%+1.9%5.172%
2/13/2025Ranger Investment Management L.P.1,069,565$5.59M0.4%-2.2%3.183%
2/13/2025Raymond James Financial Inc.282,496$1.48M0.0%N/A0.841%
2/13/2025Renaissance Technologies LLC1,095,956$5.73M0.0%-2.3%3.262%
2/13/2025Legal & General Group Plc12,088$63K0.0%+56.7%0.036%
2/13/2025Certior Financial Group LLC26,730$140K0.1%N/A0.080%
2/13/2025Cerity Partners LLC32,634$171K0.0%+30.9%0.097%
2/13/2025Russell Investments Group Ltd.546,878$2.86M0.0%-14.3%1.628%
2/13/2025Wells Fargo & Company MN63,057$330K0.0%+37.5%0.188%
2/12/2025Arete Wealth Advisors LLC53,212$279K0.0%+40.5%0.158%
2/12/2025 Geode Capital Management LLC712,521$3.73M0.0%+0.4%2.121%
2/12/2025O Shaughnessy Asset Management LLC26,030$136K0.0%-27.4%0.077%
2/12/2025JPMorgan Chase & Co.48,336$253K0.0%+240.1%0.144%
2/11/2025LPL Financial LLC15,848$83K0.0%+45.5%0.047%
2/11/2025American Century Companies Inc.629,696$3.29M0.0%+31.0%1.874%
2/11/2025 Intech Investment Management LLC13,019$68K0.0%N/A0.039%
2/6/2025Raymond James Financial Inc.282,496$1.48M0.0%N/A0.841%
2/6/2025Victory Capital Management Inc.33,451$175K0.0%+166.4%0.100%
2/6/2025 Bard Associates Inc.223,117$1.17M0.4%-4.5%0.664%
2/5/2025 Proficio Capital Partners LLC21,532$113K0.0%N/A0.064%
2/4/2025 Bank of New York Mellon Corp248,872$1.30M0.0%-38.2%0.741%
1/22/2025 Register Financial Advisors LLC289,902$1.52M0.8%+0.8%0.863%
1/17/2025 SG Americas Securities LLC13,223$69K0.0%+25.1%0.039%
1/6/2025 CWA Asset Management Group LLC234,562$1.23M0.1%+9.7%0.698%
11/19/2024Barclays PLC45,331$242K0.0%+275.4%0.135%
11/18/2024Arete Wealth Advisors LLC37,872$202K0.0%+21.8%0.113%
11/15/2024Barclays PLC45,331$242K0.0%+275.4%0.135%
11/15/2024XTX Topco Ltd21,126$112K0.0%N/A0.063%
11/15/2024Jane Street Group LLC15,909$84K0.0%-79.5%0.047%
11/15/2024Wellington Management Group LLP11,792$63K0.0%N/A0.035%
11/15/2024State Street Corp665,239$3.53M0.0%+1.0%1.979%
11/15/2024Quantinno Capital Management LP51,000$271K0.0%+278.3%0.152%
11/14/2024MetLife Investment Management LLC5,962$32K0.0%-67.0%0.018%
11/13/2024Dynamic Technology Lab Private Ltd19,739$105K0.0%N/A0.059%
11/7/2024Caprock Group LLC13,404$71K0.0%N/A0.040%
11/5/2024Victory Capital Management Inc.12,557$67K0.0%-53.7%0.037%
11/1/2024 CWA Asset Management Group LLC213,870$1.14M0.1%N/A0.636%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
10/30/2024 North Star Investment Management Corp.823,135$4.37M0.3%-0.6%2.449%
10/11/2024 Creative Planning10,000$53K0.0%N/A0.030%
10/10/2024 Exchange Traded Concepts LLC55,935$297K0.0%N/A0.168%
10/3/2024 SG Americas Securities LLC10,573$56K0.0%N/A0.032%
(Data available from 1/1/2016 forward)

EPM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPM shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Evolution Petroleum. The most heavily invested institutionals were WealthTrust Axiom LLC ($9.15M), Dimensional Fund Advisors LP ($7.90M), Renaissance Technologies LLC ($5.73M), Ranger Investment Management L.P. ($5.59M), North Star Investment Management Corp. ($4.29M), American Century Companies Inc. ($3.88M), and State Street Corp ($3.53M).Learn more on Evolution Petroleum's institutional investors.

What percentage of Evolution Petroleum's stock is owned by institutional investors?

60.07% of Evolution Petroleum's stock is owned by institutional investors. Learn more on EPM's institutional investor holdings.

Which institutional investors have been buying Evolution Petroleum's stock?

Of the 52 institutional investors that purchased Evolution Petroleum's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($564.99K), CWA Asset Management Group LLC ($305.01K), American Century Companies Inc. ($268.88K), Russell Investments Group Ltd. ($123.28K), Dimensional Fund Advisors LP ($89.70K), Barclays PLC ($70.49K), and WealthTrust Axiom LLC ($62.05K).

How much institutional buying is happening at Evolution Petroleum?

Institutional investors have bought a total of 2,461,742 shares in the last 24 months. This purchase volume represents approximately $12.84M in transactions.

Which of Evolution Petroleum's major shareholders have been selling company stock?

Of the 22 institutional investors that sold Evolution Petroleum's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($160.07K), Russell Investments Group Ltd. ($91.39K), Jane Street Group LLC ($61.65K), Ethic Inc. ($42.88K), Kings Path Partners LLC ($41.48K), Victory Capital Management Inc. ($35.46K), and Ellevest Inc. ($26.09K).

How much institutional selling is happening at Evolution Petroleum?

Institutional investors have sold a total of 620,934 shares in the last 24 months. This volume of shares sold represents approximately $3.21M in transactions.


Related Companies

This page (NYSE:EPM) was last updated on 8/10/2025 by MarketBeat.com Staff
From Our Partners
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Altucher: $900 to $108,000? Trump’s “Great Gain” Is Here
James Altucher says two recent events could trigger a historic wealth shift—one driven by a radical Trump poli...
Paradigm Press | Sponsored
"Death Spiral" Threatening Your Savings
The "Death Spiral" Threatening Your Savings But this time, it's not just Dalio ringing the alarm bells…
Goldco Precious Metals | Sponsored
Take a look at this picture ...
A strange investment secret — discovered just a few short weeks before this image was taken — correctly predic...
Weiss Ratings | Sponsored
National 'Stock Market Reset' Coming September 30 (New WH Order)
Crash Coming Sept 30? Analysts Warn of New Crisis A new problem on the U.S. power grid is putting millions ...
Altimetry | Sponsored
Fed Decision Warning: How to Protect Your Wealth Before September 17th
On September 17th, the Fed faces an impossible choice—and Wall Street insiders are already preparing for the...
American Alternative | Sponsored
Sell this, buy that
What you don’t own matters just as much as what you do. That’s the thinking behind Eric Fry’s long-time strate...
InvestorPlace | Sponsored