Who Owns EPM?

Evolution Petroleum Corporation — Institutional Ownership & 13F Holdings

EnergyAMEX

$4.74

+0.04 (+0.74%)

Market Cap

$162.4M

Shares Outstanding

35,003,800

Institutional Holders

110

Total Inst. Value

$105.6M

% of Float Held

QoQ Holder Change

+25

Institutional data as of Q1 2025

New Positions

16

Closed Positions

16

Increased

36

Decreased

43

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BlackRock, Inc.$13.3M2,577,124
2WealthTrust Axiom LLC$9.2M1,767,188
3VANGUARD GROUP INC$8.2M1,583,218
4DIMENSIONAL FUND ADVISORS LP$7.8M1,512,917
5River Road Asset Management, LLC$6.8M1,319,742
6RENAISSANCE TECHNOLOGIES LLC$5.7M1,096,297
7Ranger Investment Management, L.P.$5.5M1,067,070
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.2M1,009
9North Star Investment Management Corp.$4.3M828,396
10AMERICAN CENTURY COMPANIES INC$3.9M749,442

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Frequently Asked Questions

How many institutional investors hold EPM?

As of Q1 2025, 110 institutional investors report holding EPM (Evolution Petroleum Corporation) in their 13F filings.

Which hedge fund owns the most EPM?

The largest institutional holder of EPM is BlackRock, Inc. with $13.3M in shares.

Are institutions buying or selling EPM?

This quarter, 16 institutions opened new positions in EPM and 16 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.