EPM Institutional Ownership
Who owns Evolution Petroleum Corp and what the big funds did with it last quarter, from every SEC 13F filing. 119 funds reported holding EPM at Jun 30, 2026, together owning 44.9% of the company.
- ▲65 buying vs 51 selling
- ●Held by funds +0.4 pts
- ▼Funds holding -5
- ▼Superinvestors: 1 added, 3 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 119 | 124 | −4.0% |
| In funds' top 10 | 0 | 1 | −100.0% |
| 13F shares | 18M | 17.9M | +1.0% |
| Held by funds | 44.9% | 44.5% | +0.4 pts |
| New positions | 18 | 22 | −18.2% |
| Increased | 47 | 40 | +17.5% |
| Reduced | 31 | 40 | −22.5% |
| Sold out | 20 | 19 | +5.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in EPM
All superinvestors →
Who owns EPM
share of fund held shares- Index and passive funds42.5%
- Active managers and hedge funds44.2%
- Banks and brokers13.2%
- Pensions, insurers and other0.2%
The top 10 holders own 71.4% of all EPM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
25 funds changed their position- CWA Asset Management Group, LLCAdded+134K sh
- Register Financial Advisors LLCAdded+118K sh
- Abel Hall, LLCSold out−31K sh
- Wealth Enhancement Advisory Services, LLCSold out−26K sh
- Cambridge Investment Research Advisors, Inc.Sold out−25K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.02% | 2.4M | $8.9M | +51K |
| 2 | WealthTrust Axiom LLC | 5.51% | 2.2M | $8.1M | +76K |
| 3 | Dimensional Fund Advisors LP | 3.71% | 1.5M | $5.5M | +35K |
| 4 | Vanguard Capital Management LLC | 3.17% | 1.3M | $4.7M | +25K |
| 5 | American Century Companies Inc | 2.68% | 1.1M | $4M | −9,277 |
| 6 | Renaissance Technologies LLC | 2.56% | 1M | $3.8M | +77K |
| 7 | Raymond James Financial Inc | 2.48% | 996K | $3.7M | −33K |
| 8 | Geode Capital Management, LLC | 2.20% | 886K | $3.3M | +107K |
| 9 | CWA Asset Management Group, LLC | 2.01% | 806K | $3M | +96K |
| 10 | State Street Corp | 1.72% | 692K | $2.5M | −813 |
- AQR Capital Management LLC+342K sh+$1.3M
- Geode Capital Management, LLC+107K sh+$395K
- Quantinno Capital Management LP+105K sh+$387K
- CWA Asset Management Group, LLC+96K sh+$355K
- Renaissance Technologies LLC+77K sh+$283K
- WealthTrust Axiom LLC+76K sh+$281K
- Schonfeld Strategic Advisors LLC+56K sh+$208K
- BlackRock, Inc.+51K sh+$187K
- Citadel Advisors LLC−277K sh−$1M
- Point72 Asset Management, L.P.−168K sh−$768K
- Goldman Sachs Group Inc−121K sh−$446K
- Millennium Management LLC−88K sh−$402K
- Jane Street Group, LLC−62K sh−$282K
- Gsa Capital Partners LLP−45K sh−$204K
- Ritholtz Wealth Management−47K sh−$172K
- Northern Trust Corp−43K sh−$160K
EPM institutional ownership FAQ
Who owns the most EPM stock?
In Q2 2026 13F filings the largest holder of EPM was BlackRock, Inc., followed by WealthTrust Axiom LLC and Dimensional Fund Advisors LP. Index fund managers are usually the biggest holders of large companies.
What percentage of EPM is owned by institutions?
Funds that file 13F reports held 44.9% of EPM's shares at Jun 30, 2026, compared with 44.5% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying EPM?
In Q2 2026, 65 funds bought EPM (18 of them new positions) and 51 sold (20 sold out completely). Among well known investors, 1 added and 3 cut. Our fund sentiment for EPM is neutral.
What is EPM's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this EPM ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.