EVOLUTION PETROLEUM CORP - COM (EPM)

Historical Holders from Q1 2014 to Q4 2025

Symbol
EPM on NYSE
Type / Class
Equity / COM
Shares outstanding
34,710,467,491
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
19,897,689
Holdings value
$95,936,553
% of all portfolios
0%
Number of holders
112
Number of buys
55
Number of sells
44
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of EVOLUTION PETROLEUM CORP - COM (EPM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WealthTrust Axiom LLC 5.6% $7,412,767,437 1,950,728,273 WealthTrust Axiom LLC 31 Dec 2025
BlackRock, Inc. 6.2% $9,245,624 2,135,248 BlackRock, Inc. 31 Mar 2025
As of 30 Sep 2025 EVOLUTION PETROLEUM CORP - COM (EPM) has 112 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 19,897,689 shares of 34,710,467,491 outstanding shares and own 0.06% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of EVOLUTION PETROLEUM CORP - COM (EPM) own 0.05% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Holdings Value Nb Shares Share Change %
BlackRock, Inc. 0.01% $11,779,733 2,443,928 -2%
WealthTrust Axiom LLC 0.01% $8,589,400 1,782,033 -0.19%
VANGUARD GROUP INC 0% $7,715,963 1,600,822 +0.32%
DIMENSIONAL FUND ADVISORS LP 0% $6,905,034 1,432,559 -2.2%
River Road Asset Management, LLC 0% $6,238,974 1,294,393 -0.65%
RENAISSANCE TECHNOLOGIES LLC 0% $5,109,186 1,059,997 -1.2%
AMERICAN CENTURY COMPANIES INC 0% $4,712,394 977,675 +14%
Ranger Investment Management, L.P. 0% $4,549,212 943,820 -18%
GEODE CAPITAL MANAGEMENT, LLC 0% $3,508,134 727,602 +0.01%
STATE STREET CORP 0% $3,353,240 695,693 -0.56%
North Star Investment Management Corp. 0% $3,282,357 680,987 -18%
Russell Investments Group, Ltd. 0% $3,225,335 669,156 +6.2%
MORGAN STANLEY 0% $3,089,945 641,066 +8.2%
RAYMOND JAMES FINANCIAL INC 0% $2,286,020 474,278 +1.2%
CWA Asset Management Group, LLC 0% $2,267,671 470,471 +15%
UBS Group AG 0% $2,263,915 469,692 +23%
Register Financial Advisors LLC 0% $1,528,756 317,169 +0.49%
NORTHERN TRUST CORP 0% $1,519,861 315,324 +0.99%
Bank of New York Mellon Corp 0% $1,188,725 246,623 +2.3%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0% $1,079,319 223,925
Perritt Capital Management Inc 0% $849,841 176,316 -1.1%
BARD ASSOCIATES INC 0% $824,423 171,042 -5%
RITHOLTZ WEALTH MANAGEMENT 0% $655,113 135,916
ROYAL BANK OF CANADA 0% $586,000 121,591 +149%
Ethic Inc. 0% $563,892 116,990 +20%

Institutional Holders of EVOLUTION PETROLEUM CORP - COM (EPM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 403 $1,427 +$938 $3.54 1
2025 Q3 19,897,689 $95,936,553 +$2,288,677 $4.82 112
2025 Q2 19,477,280 $91,738,216 +$398,107 $4.70 106
2025 Q1 19,390,354 $100,435,606 +$646,267 $5.18 110
2024 Q4 19,262,060 $100,742,664 +$2,232,322 $5.23 111
2024 Q3 18,731,119 $99,555,510 -$1,226,584 $5.31 111
2024 Q2 18,991,895 $100,107,313 -$2,952,152 $5.27 100
2024 Q1 19,305,281 $118,532,989 -$5,000,020 $6.14 101
2023 Q4 14,543 $84,495 +$749 $5.81 1
2023 Q3 20,332,233 $139,073,691 -$2,582,926 $6.84 116
2023 Q2 20,503,751 $165,462,075 +$18,262,663 $8.07 110
2023 Q1 18,476,139 $116,566,634 -$12,157,823 $6.31 100
2022 Q4 19,645,502 $148,319,683 -$4,544,830 $7.55 100
2022 Q3 20,479,313 $142,527,612 -$3,415,269 $6.96 92
2022 Q2 20,996,528 $114,300,374 -$3,776,435 $5.46 78
2022 Q1 21,590,317 $146,597,432 +$3,665,600 $6.79 81
2021 Q4 21,066,251 $106,381,010 +$1,182,974 $5.05 70
2021 Q3 20,637,942 $117,216,016 -$2,495,206 $5.68 75
2021 Q2 21,323,877 $105,759,634 -$5,263,130 $4.96 75
2021 Q1 22,609,062 $76,412,959 +$1,337,345 $3.38 76
2020 Q4 22,363,214 $63,736,848 -$197,371 $2.85 75
2020 Q3 18,793,013 $42,101,655 -$669,855 $2.24 75
2020 Q2 22,738,612 $63,672,282 -$2,838,618 $2.80 77
2020 Q1 25,215,634 $65,811,052 -$1,446,135 $2.61 86
2019 Q4 24,287,677 $132,850,412 +$1,464,900 $5.47 93
2019 Q3 24,499,051 $143,066,499 -$390,334 $5.84 106
2019 Q2 24,286,267 $173,632,308 +$6,981,547 $7.15 107
2019 Q1 24,036,546 $162,243,096 +$7,868,886 $6.75 113
2018 Q4 22,743,565 $155,111,571 -$3,683,905 $6.82 111
2018 Q3 23,401,899 $258,543,441 +$1,725,618 $11.05 116
2018 Q2 23,177,414 $228,307,648 -$4,267,644 $9.85 108
2018 Q1 23,609,250 $190,046,590 +$3,017,737 $8.05 97
2017 Q4 23,271,894 $159,605,839 +$1,539,214 $6.85 93
2017 Q3 23,148,299 $166,644,560 -$3,562,566 $7.20 96
2017 Q2 23,595,592 $191,122,007 +$636,452 $8.10 91
2017 Q1 21,567,322 $172,530,376 -$1,765,322 $8.00 95
2016 Q4 23,663,528 $236,591,550 -$1,441,564 $10.00 98
2016 Q3 23,783,109 $149,346,491 +$2,775,195 $6.28 85
2016 Q2 23,383,761 $127,905,105 +$766,034 $5.47 74
2016 Q1 23,459,699 $114,011,668 +$694,940 $4.86 77
2015 Q4 23,321,600 $112,175,996 -$2,603,733 $4.81 84
2015 Q3 23,582,640 $131,107,244 -$597,389 $5.55 81
2015 Q2 23,232,752 $153,095,538 +$1,822,805 $6.59 78
2015 Q1 22,957,697 $136,612,166 +$1,432,945 $5.95 74
2014 Q4 23,074,773 $171,430,286 -$2,352,235 $7.43 84
2014 Q3 19,215,765 $176,400,388 +$3,136,560 $9.18 82
2014 Q2 18,738,506 $205,074,646 +$4,957,281 $10.95 90
2014 Q1 18,155,292 $231,090,773 +$6,365,382 $12.73 86