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Evolution Petroleum Corporation (EPM) institutional ownership

Latest close $3.86 Jul 20, 2026
Market cap$179M 52-week range SectorEnergy
Funds holding · Q1 2026
121
reported EPM position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
61 buyers · 60 sellers

Evolution Petroleum Corporation (EPM) price and institutional activity

Dates

Q1 2026

$0 bought by 61 investors
Raymond James Financial IncWealthtrust Axiom LLC +59 more
$0 sold by 60 investors
River Road Asset Management, LLCRothschild Wealth LLC +58 more
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Bought Sold Totals per quarter; hover a bar for the names.

Evolution Petroleum Corporation (EPM) institutional activity · 121

Investor Type Est. change Change Δ Own Date
River Road Asset Management, LLC · Exited
Change −537K Δ Own −100.0% Date Q1 2026
River Road Asset Management, LLC Exited· Q1 2026 −537K −100.0% Q1 2026
Raymond James Financial Inc · Added
Change +259K Date Q1 2026
Raymond James Financial Inc Added· Q1 2026 +259K Q1 2026
Wealthtrust Axiom LLC · Added
Change +188K Date Q1 2026
Wealthtrust Axiom LLC Added· Q1 2026 +188K Q1 2026
Cwa Asset Management Group, LLC · Added
Change +162K Date Q1 2026
Cwa Asset Management Group, LLC Added· Q1 2026 +162K Q1 2026
Goldman Sachs Group Inc · Added
Change +150K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +150K Q1 2026
Rothschild Wealth LLC · Reduced
Change −147K Date Q1 2026
Rothschild Wealth LLC Reduced· Q1 2026 −147K Q1 2026
Bard Associates Inc · Reduced
Change −132K Date Q1 2026
Bard Associates Inc Reduced· Q1 2026 −132K Q1 2026
North Star Investment Management Corp. · Reduced
Change −125K Date Q1 2026
North Star Investment Management Corp. Reduced· Q1 2026 −125K Q1 2026
Renaissance Technologies LLC Reduced· Q1 2026 −109K −10.3% Q1 2026
Millennium Management LLC · New
Change +88K Date Q1 2026
Millennium Management LLC New· Q1 2026 +88K Q1 2026
O'Shaughnessy Asset Management, LLC · Reduced
Change −69K Date Q1 2026
O'Shaughnessy Asset Management, LLC Reduced· Q1 2026 −69K Q1 2026
American Century Companies Inc · Added
Change +63K Date Q1 2026
American Century Companies Inc Added· Q1 2026 +63K Q1 2026
Point72 Asset Management, L.P. · Added
Change +61K Δ Own +57.7% Date Q1 2026
Point72 Asset Management, L.P. Added· Q1 2026 +61K +57.7% Q1 2026
Citadel Advisors LLC Added· Q1 2026 +55K +20.3% Q1 2026
UBS Group AG · Added
Change +54K Date Q1 2026
UBS Group AG Added· Q1 2026 +54K Q1 2026
Data through Q1 2026 · filed May 21, 2026
15 of 121

Famous investor activity in Evolution Petroleum Corporation (EPM)

Evolution Petroleum Corporation (EPM) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Beatty Kelly · Officer Shares transferred outside the market (D), often for tax or as a gift, not a market sale -6K
Owned 72K ΔOwn −7.6% Trade date Jun 30, 2026 Filed date Jul 2, 2026
Beatty Kelly Officer Shares transferred outside the market (D), often for tax or as a gift, not a market sale -6K 72K −7.6% Jun 30, 2026 Jul 2, 2026
Stash Ryan · Officer Shares transferred outside the market (D), often for tax or as a gift, not a market sale -27K
Owned 280K ΔOwn −8.9% Trade date Jun 30, 2026 Filed date Jul 2, 2026
Stash Ryan Officer Shares transferred outside the market (D), often for tax or as a gift, not a market sale -27K 280K −8.9% Jun 30, 2026 Jul 2, 2026
Bunch John Mark · Officer Shares transferred outside the market (D), often for tax or as a gift, not a market sale -29K
Owned 186K ΔOwn −13.3% Trade date Jun 30, 2026 Filed date Jul 2, 2026
Bunch John Mark Officer Shares transferred outside the market (D), often for tax or as a gift, not a market sale -29K 186K −13.3% Jun 30, 2026 Jul 2, 2026
Loyd Kelly William · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -53K
Owned 430K ΔOwn −10.9% Trade date Jun 30, 2026 Filed date Jul 2, 2026
Loyd Kelly William Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -53K 430K −10.9% Jun 30, 2026 Jul 2, 2026
Bunch John Mark · Officer Tax withholding or exercise payment (F) -$39K
Price $4.43 Qty -9K Owned 215K Trade date Feb 20, 2026 Filed date Feb 24, 2026
Bunch John Mark Officer Tax withholding or exercise payment (F) $4.43 -9K -$39K 215K Feb 20, 2026 Feb 24, 2026
Herlin Robert S. · Director Grant (A) 24K
Owned 1.8M Trade date Dec 4, 2025 Filed date Dec 8, 2025
Herlin Robert S. Director Grant (A) 24K 1.8M Dec 4, 2025 Dec 8, 2025
Hargrave Marjorie Anne · Director Grant (A) 24K
Owned 118K Trade date Dec 4, 2025 Filed date Dec 8, 2025
Hargrave Marjorie Anne Director Grant (A) 24K 118K Dec 4, 2025 Dec 8, 2025
Dozier William · Director Grant (A) 24K
Owned 264K Trade date Dec 4, 2025 Filed date Dec 8, 2025
Dozier William Director Grant (A) 24K 264K Dec 4, 2025 Dec 8, 2025
Dipaolo Edward John · Director Grant (A) 24K
Owned 339K Trade date Dec 4, 2025 Filed date Dec 8, 2025
Dipaolo Edward John Director Grant (A) 24K 339K Dec 4, 2025 Dec 8, 2025
Bierria Myra C. · Director Grant (A) 24K
Owned 86K Trade date Dec 4, 2025 Filed date Dec 8, 2025
Bierria Myra C. Director Grant (A) 24K 86K Dec 4, 2025 Dec 8, 2025
Loyd Kelly William · Director, Officer Tax withholding or exercise payment (F) -$42K
Price $4.38 Qty -10K Owned 482K Trade date Oct 31, 2025 Filed date Nov 4, 2025
Loyd Kelly William Director, Officer Tax withholding or exercise payment (F) $4.38 -10K -$42K 482K Oct 31, 2025 Nov 4, 2025
Bunch John Mark · Officer Grant (A) 56K
Owned 223K Trade date Sep 18, 2025 Filed date Sep 22, 2025
Bunch John Mark Officer Grant (A) 56K 223K Sep 18, 2025 Sep 22, 2025
Beatty Kelly · Officer Grant (A) 19K
Owned 78K Trade date Sep 18, 2025 Filed date Sep 22, 2025
Beatty Kelly Officer Grant (A) 19K 78K Sep 18, 2025 Sep 22, 2025
Stash Ryan · Officer Grant (A) 53K
Owned 307K Trade date Sep 18, 2025 Filed date Sep 22, 2025
Stash Ryan Officer Grant (A) 53K 307K Sep 18, 2025 Sep 22, 2025
Loyd Kelly William · Director, Officer Grant (A) 103K
Owned 492K Trade date Sep 18, 2025 Filed date Sep 22, 2025
Loyd Kelly William Director, Officer Grant (A) 103K 492K Sep 18, 2025 Sep 22, 2025
15 of 19
15 of 19 Sign in to continue to older insider transactions.

Evolution Petroleum Corporation (EPM) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 2.8M
% of shares outstanding 8.3% Filing date Jan 25, 2024
BlackRock Inc. 2.8M 8.3% Jan 25, 2024
Wealthtrust Axiom LLC 1.7M
% of shares outstanding 5.0% Filing date Aug 15, 2024
Wealthtrust Axiom LLC 1.7M 5.0% Aug 15, 2024
Renaissance Technologies LLC 1.7M
% of shares outstanding 4.9% Filing date Feb 13, 2023
Renaissance Technologies LLC 1.7M 4.9% Feb 13, 2023
Wasatch Advisors LP
% of shares outstanding 0.0% Filing date Apr 7, 2023
Wasatch Advisors LP 0.0% Apr 7, 2023
4 of 4

Evolution Petroleum Corporation (EPM) ownership FAQ

Who owns EPM?

121 reporting institutions disclosed EPM position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.