Who owns Evolution Petroleum Corporation (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-Q1 13F filings (latest filed 2026-05-18). 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 2025-Q4 and 2026-Q1: 19 added or opened and 6 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 121 tracked filers holding EPM, 65 increased or opened the position and 65 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 2025-Q4 and 2026-Q1 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.
New buyers 3
- VANGUARD CAPITAL MANAGEMENT LLC$6M
- VANGUARD FIDUCIARY TRUST CO$956K
- VANGUARD PORTFOLIO MANAGEMENT LLC$858K
Full exits 3
- VANGUARD GROUP INC$6M
- River Road Asset Management, LLC$2M
- Perritt Capital Management Inc$617K
Largest adds
- WealthTrust Axiom LLC$3M
- BlackRock, Inc.$2M
- RAYMOND JAMES FINANCIAL INC$2M
- DIMENSIONAL FUND ADVISORS LP$2M
- AMERICAN CENTURY COMPANIES INC$1M
- CWA Asset Management Group, LLC$1M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- Rothschild Wealth LLC$492K
- BARD ASSOCIATES INC$465K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,365,816 | $11M | 11.2% | 2026-Q1 |
| WealthTrust Axiom LLC added | 2,136,216 | $10M | 10.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,453,218 | $7M | 6.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,247,734 | $6M | 5.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,084,339 | $5M | 5.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,029,498 | $5M | 4.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 952,897 | $4M | 4.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 778,365 | $4M | 3.7% | 2026-Q1 |
| CWA Asset Management Group, LLC added | 709,287 | $3M | 3.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 692,504 | $3M | 3.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 651,329 | $3M | 3.1% | 2026-Q1 |
| North Star Investment Management Corp. trimmed | 431,178 | $2M | 2.1% | 2026-Q1 |
| Register Financial Advisors LLC trimmed | 336,838 | $2M | 1.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 325,905 | $1M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 308,836 | $1M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 285,636 | $1M | 1.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 208,628 | $956K | 1.0% | 2026-Q1 |
| UBS Group AG added | 198,513 | $909K | 0.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 187,315 | $858K | 0.9% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 167,761 | $768K | 0.8% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 131,577 | $603K | 0.6% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 123,929 | $568K | 0.6% | 2026-Q1 |
| Castleview Partners, LLC added | 95,300 | $436K | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 88,787 | $407K | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 87,835 | $402K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 85,586 | $392K | 0.4% | 2026-Q1 |
| Ethic Inc. trimmed | 78,325 | $359K | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 71,098 | $326K | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 67,789 | $310K | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 66,530 | $305K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 63,645 | $291K | 0.3% | 2026-Q1 |
| Engineers Gate Manager LP added | 63,003 | $289K | 0.3% | 2026-Q1 |
| Nuveen, LLC | 61,999 | $284K | 0.3% | 2026-Q1 |
| Graham Capital Management, L.P. added | 61,868 | $283K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 61,663 | $282K | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 60,313 | $276K | 0.3% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 55,300 | $253K | 0.3% | 2026-Q1 |
| Advisor OS, LLC new | 52,356 | $240K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 49,788 | $228K | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 44,502 | $204K | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | 37,474 | $172K | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 34,784 | $159K | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 1,634 | $157K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 33,526 | $154K | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. new | 32,340 | $148K | 0.2% | 2026-Q1 |
| Odyssean, LLC new | 31,931 | $146K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 29,271 | $134K | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC added | 27,831 | $127K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 27,688 | $127K | 0.1% | 2026-Q1 |
| Jackson Hole Capital Partners, LLC added | 27,489 | $126K | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 27,307 | $125K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 26,730 | $122K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 23,204 | $107K | 0.1% | 2026-Q1 |
| Ellevest, Inc. trimmed | 19,634 | $90K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC new | 19,538 | $89K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 24,610 | $87K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 18,033 | $83K | 0.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 16,547 | $76K | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 16,477 | $75K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO | 16,299 | $75K | 0.1% | 2026-Q1 |
| Virtu Financial LLC trimmed | 16,246 | $74K | 0.1% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 16,029 | $73K | 0.1% | 2026-Q1 |
| Summit Trail Advisors, LLC new | 15,504 | $71K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 15,176 | $70K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 14,792 | $69K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 14,663 | $67K | 0.1% | 2026-Q1 |
| Chancellor Financial Group WB LP added | 14,602 | $67K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 14,430 | $66K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 14,224 | $65K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 13,938 | $64K | 0.1% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ new | 12,891 | $59K | 0.1% | 2026-Q1 |
| OXFORD ASSET MANAGEMENT LLP trimmed | 12,668 | $58K | 0.1% | 2026-Q1 |
| Michels Family Financial, LLC added | 12,379 | $57K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. | 12,300 | $56K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 11,735 | $54K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,629,128 | $6M | 6.0% | 2025-Q4 stale |
| Ranger Investment Management, L.P. trimmed | 943,820 | $5M | 4.7% | 2025-Q3 stale |
| River Road Asset Management, LLC trimmed | 537,375 | $2M | 2.0% | 2025-Q4 stale |
| Perritt Capital Management Inc trimmed | 174,275 | $617K | 0.6% | 2025-Q4 stale |
| Kings Path Partners LLC | 65,950 | $310K | 0.3% | 2025-Q2 stale |
| CONNORS INVESTOR SERVICES INC trimmed | 42,036 | $203K | 0.2% | 2025-Q3 stale |
| Arete Wealth Advisors, LLC | 52,998 | $188K | 0.2% | 2025-Q4 stale |
| Cerity Partners LLC added | 29,042 | $140K | 0.1% | 2025-Q3 stale |
| COMERICA BANK added | 33,503 | $119K | 0.1% | 2025-Q4 stale |
| CERTIOR FINANCIAL GROUP, LLC added | 30,869 | $109K | 0.1% | 2025-Q4 stale |
| ALGERT GLOBAL LLC trimmed | 22,168 | $104K | 0.1% | 2025-Q2 stale |
| Algorithmic Investment Models, LLC new | 19,070 | $99K | 0.1% | 2025-Q1 stale |
| MetLife Investment Management, LLC trimmed | 17,439 | $84K | 0.1% | 2025-Q3 stale |
| Prosperity Consulting Group, LLC trimmed | 23,240 | $82K | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 15,019 | $78K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 21,977 | $77K | 0.1% | 2025-Q4 stale |
| Caprock Group, LLC added | 14,559 | $75K | 0.1% | 2025-Q1 stale |
| Campbell & CO Investment Adviser LLC added | 15,492 | $73K | 0.1% | 2025-Q2 stale |
| Dynamic Technology Lab Private Ltd added | 19,784 | $70K | 0.1% | 2025-Q4 stale |
| Ancora Advisors LLC trimmed | 19,385 | $69K | 0.1% | 2025-Q4 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 18,405 | $65K | 0.1% | 2025-Q4 stale |
| Regent Peak Wealth Advisors LLC new | 11,822 | $57K | 0.1% | 2025-Q3 stale |
| Brevan Howard Capital Management LP added | 10,774 | $56K | 0.1% | 2025-Q1 stale |
| Squarepoint Ops LLC added | 15,623 | $55K | 0.1% | 2025-Q4 stale |
| SG Americas Securities, LLC trimmed | 10,209 | $53K | 0.1% | 2025-Q1 stale |
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.