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Evolution Petroleum (EPM) Institutional Ownership

Evolution Petroleum logo
$4.80 -0.20 (-4.00%)
As of 07/7/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Evolution Petroleum (NYSE:EPM)

Current
Institutional Ownership
Percentage
60.07%
Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$12.52M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$2.84M
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EPM Institutional Buying and Selling by Quarter

Evolution Petroleum Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/13/2025Ethic 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%
5/9/2025PNC Financial Services Group Inc.9,713$50K0.0%-26.4%0.028%
5/7/2025Prosperity 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%
4/29/2025Bank of New York Mellon Corp242,605$1.26M0.0%-2.5%0.708%
4/22/2025Register Financial Advisors LLC297,782$1.54M0.8%+2.7%0.869%
4/21/2025CWA Asset Management Group LLC305,012$1.58M0.1%+30.0%0.890%
4/17/2025North Star Investment Management Corp.828,396$4.29M0.3%-0.6%2.418%
4/8/2025Rhumbline Advisers50,448$261K0.0%+28.2%0.147%
4/4/2025Kings Path Partners LLC65,950$342K0.2%-38.6%0.193%
3/19/2025Chancellor 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%
2/17/2025Ellevest Inc.39,479$206K0.0%-14.9%0.117%
2/17/2025Ethic 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%
2/14/2025Prosperity Consulting Group LLC36,020$188K0.0%+54.1%0.107%
2/14/2025Price T Rowe Associates Inc. MD12,259$65K0.0%N/A0.036%
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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%
2/12/2025Geode 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%
2/11/2025Intech 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%
2/6/2025Bard Associates Inc.223,117$1.17M0.4%-4.5%0.664%
2/5/2025Proficio Capital Partners LLC21,532$113K0.0%N/A0.064%
2/4/2025Bank of New York Mellon Corp248,872$1.30M0.0%-38.2%0.741%
1/22/2025Register Financial Advisors LLC289,902$1.52M0.8%+0.8%0.863%
1/17/2025SG Americas Securities LLC13,223$69K0.0%+25.1%0.039%
1/6/2025CWA 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%
11/1/2024CWA Asset Management Group LLC213,870$1.14M0.1%N/A0.636%
10/30/2024North Star Investment Management Corp.823,135$4.37M0.3%-0.6%2.449%
10/11/2024Creative Planning10,000$53K0.0%N/A0.030%
10/10/2024Exchange Traded Concepts LLC55,935$297K0.0%N/A0.168%
10/3/2024SG 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, 61 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 Geode Capital Management LLC ($3.73M).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 49 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 2,392,027 shares in the last 24 months. This purchase volume represents approximately $12.52M in transactions.

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

Of the 19 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), Kings Path Partners LLC ($41.48K), Victory Capital Management Inc. ($35.46K), Renaissance Technologies LLC ($25.64K), and MetLife Investment Management LLC ($25.39K).

How much institutional selling is happening at Evolution Petroleum?

Institutional investors have sold a total of 543,439 shares in the last 24 months. This volume of shares sold represents approximately $2.84M in transactions.


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This page (NYSE:EPM) was last updated on 7/8/2025 by MarketBeat.com Staff
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