Who owns Evolution Petroleum (EPM)
Which tracked institutional funds hold EPM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EPM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EPM is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 19 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EPM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EPM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EPM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 113 tracked filers holding EPM, 62 increased or opened the position and 57 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EPM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- Point72 Asset Management, L.P.$768K
Largest adds
- AQR CAPITAL MANAGEMENT LLC$1M
- Quantinno Capital Management LP$327K
Largest trims
- BlackRock, Inc.$2M
- WealthTrust Axiom LLC$2M
- CITADEL ADVISORS LLC$1M
- DIMENSIONAL FUND ADVISORS LP$1M
- RAYMOND JAMES FINANCIAL INC$1M
- VANGUARD CAPITAL MANAGEMENT LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,416,712 | $9M | 13.4% | 2026-Q2 |
| WealthTrust Axiom LLC added | 2,212,619 | $8M | 12.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,488,715 | $5M | 8.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,272,857 | $5M | 7.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,075,062 | $4M | 6.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,029,814 | $4M | 5.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 996,428 | $4M | 5.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 885,707 | $3M | 4.9% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 805,762 | $3M | 4.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 691,691 | $3M | 3.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 637,694 | $2M | 3.5% | 2026-Q2 |
| North Star Investment Management Corp. added | 431,388 | $2M | 2.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 375,692 | $1M | 2.1% | 2026-Q2 |
| Register Financial Advisors LLC added | 338,176 | $1M | 1.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 265,468 | $977K | 1.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 225,493 | $830K | 1.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 222,300 | $818K | 1.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 171,610 | $632K | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 164,526 | $605K | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 158,947 | $585K | 0.9% | 2026-Q2 |
| Castleview Partners, LLC added | 115,393 | $425K | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 111,648 | $411K | 0.6% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 106,842 | $393K | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 98,676 | $363K | 0.5% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 91,173 | $336K | 0.5% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 84,817 | $312K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 84,796 | $312K | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 63,830 | $235K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 63,157 | $232K | 0.4% | 2026-Q2 |
| Nuveen, LLC | 61,999 | $228K | 0.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 55,300 | $204K | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 53,850 | $198K | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 52,282 | $192K | 0.3% | 2026-Q2 |
| Advisor OS, LLC trimmed | 51,463 | $189K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 49,788 | $183K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 48,677 | $179K | 0.3% | 2026-Q2 |
| FMR LLC added | 48,366 | $178K | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 46,464 | $171K | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 43,250 | $159K | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 37,803 | $139K | 0.2% | 2026-Q2 |
| Ethic Inc. trimmed | 37,539 | $138K | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 34,137 | $126K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 33,287 | $122K | 0.2% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 32,203 | $119K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 31,610 | $145K | 0.2% | 2026-Q2 |
| Abel Hall, LLC new | 31,278 | $115K | 0.2% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 30,715 | $113K | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 26,739 | $98K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 26,387 | $97K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 26,231 | $95K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 24,714 | $91K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC new | 23,787 | $88K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 23,204 | $86K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 23,159 | $85K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 21,233 | $78K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 20,198 | $74K | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 19,783 | $73K | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 18,238 | $67K | 0.1% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd trimmed | 16,541 | $61K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO | 16,299 | $60K | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC added | 15,971 | $59K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 15,895 | $58K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 15,286 | $57K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 14,806 | $54K | 0.1% | 2026-Q2 |
| Chancellor Financial Group WB LP | 14,602 | $54K | 0.1% | 2026-Q2 |
| Michels Family Financial, LLC added | 12,458 | $46K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 11,671 | $43K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 11,151 | $41K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $41K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 11,024 | $41K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 10,018 | $37K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. | 10,000 | $37K | 0.1% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ trimmed | 9,737 | $36K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 9,562 | $35K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 9,017 | $33K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 8,628 | $32K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 8,069 | $30K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 8,034 | $30K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 7,619 | $28K | 0.0% | 2026-Q2 |
| NFSG Corp | 6,975 | $26K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 5,727 | $21K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 4,132 | $15K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 3,009 | $11K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 2,992 | $11K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 2,605 | $10K | 0.0% | 2026-Q2 |
| BARD ASSOCIATES INC | 2,500 | $9K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 1,926 | $7K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,589 | $6K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 1,371 | $5K | 0.0% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC trimmed | 1,350 | $5K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 1,222 | $4K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,009 | $4K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 941 | $3K | 0.0% | 2026-Q2 |
| Essential Partners LLC added | 598 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 494 | $2K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 443 | $2K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC | 368 | $1K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 325 | $1K | 0.0% | 2026-Q2 |
| Mosley Wealth Management | 300 | $1K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 298 | $1K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.