Evolution Petroleum Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 2.41 M | $8.54 M | -1.30% | 7.13% |
| WEALTHTRUST AXIOM LLC | 02/13/2026 | 1.95 M | $6.90 M | 9.35% | 5.76% |
| VANGUARD GROUP INC | 01/29/2026 | 1.63 M | $5.77 M | 1.77% | 4.82% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.42 M | $5.03 M | -0.84% | 4.20% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 1.06 M | $3.76 M | 0.22% | 3.14% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.02 M | $3.61 M | 4.42% | 3.02% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 770.69 K | $2.73 M | 62.50% | 2.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 756.70 K | $2.68 M | 4.00% | 2.24% |
| STATE STREET CORP | 02/13/2026 | 695.17 K | $2.46 M | -0.07% | 2.06% |
| MORGAN STANLEY | 02/13/2026 | 659.96 K | $2.34 M | 2.95% | 1.95% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 556.19 K | $1.97 M | -18.33% | 1.65% |
| CWA ASSET MANAGEMENT GROUP, LLC | 01/07/2026 | 547.16 K | $1.94 M | 16.30% | 1.62% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 02/24/2026 | 537.38 K | $1.90 M | -58.48% | 1.59% |
| REGISTER FINANCIAL ADVISORS LLC | 01/21/2026 | 338.15 K | $1.20 M | 6.61% | 1.00% |
| NORTHERN TRUST CORP | 02/17/2026 | 306.43 K | $1.08 M | -2.82% | 0.91% |
| CITADEL ADVISORS LLC | 02/17/2026 | 271.00 K | $959.35 K | 100.00% | 0.80% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 192.92 K | $682.95 K | -13.84% | 0.57% |
| PERRITT CAPITAL MANAGEMENT INC | 02/17/2026 | 174.28 K | $616.93 K | -1.16% | 0.52% |
| SENTINUS, LLC | 02/17/2026 | 174.28 K | $616.93 K | 100.00% | 0.52% |
| UBS GROUP AG | 01/29/2026 | 144.59 K | $511.86 K | -69.22% | 0.43% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 135.57 K | $479.93 K | 28.31% | 0.40% |
| BARD ASSOCIATES INC | 02/13/2026 | 134.56 K | $476.35 K | -21.33% | 0.40% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 129.61 K | $458.80 K | -4.64% | 0.38% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 117.25 K | $415.06 K | 37.33% | 0.35% |
| ETHIC INC. | 02/03/2026 | 109.84 K | $388.85 K | -6.11% | 0.33% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 106.39 K | $376.61 K | 100.00% | 0.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 95.89 K | $339.47 K | -0.93% | 0.28% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 90.01 K | $318.63 K | -63.50% | 0.27% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 86.12 K | $304.88 K | -9.43% | 0.25% |
| JANE STREET GROUP, LLC | 02/12/2026 | 81.96 K | $290.12 K | 209.54% | 0.24% |
| CASTLEVIEW PARTNERS, LLC | 01/12/2026 | 78.30 K | $277.18 K | 100.00% | 0.23% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/17/2026 | 73.81 K | $261.28 K | 100.00% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 63.94 K | $226.35 K | 0.81% | 0.19% |
| NUVEEN, LLC | 02/12/2026 | 62.00 K | $219.48 K | 0.00% | 0.18% |
| INVESCO LTD. | 02/19/2026 | 58.03 K | $205.44 K | 19.15% | 0.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 55.30 K | $195.76 K | -25.61% | 0.16% |
| ARETE WEALTH ADVISORS, LLC | 02/13/2026 | 53.00 K | $188.00 K | 0.00% | 0.16% |
| BARCLAYS PLC | 02/13/2026 | 52.74 K | $186.70 K | 10.75% | 0.16% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 49.79 K | $176.25 K | 0.00% | 0.15% |
| ELLEVEST, INC. | 02/10/2026 | 48.93 K | $173.22 K | 59.91% | 0.14% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 47.83 K | $169.30 K | -92.85% | 0.14% |
| CITADEL ADVISORS LLC | 02/17/2026 | 46.80 K | $165.67 K | 25.47% | 0.14% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 37.47 K | $132.66 K | 0.05% | 0.11% |
| COMERICA BANK | 01/29/2026 | 33.50 K | $118.60 K | 384.99% | 0.10% |
| RHUMBLINE ADVISERS | 02/13/2026 | 33.36 K | $118.07 K | -8.64% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 31.08 K | $110.02 K | 100.00% | 0.09% |
| CERTIOR FINANCIAL GROUP, LLC | 02/04/2026 | 30.87 K | $109.28 K | 13.06% | 0.09% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 30.85 K | $109.19 K | 0.00% | 0.09% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 30.60 K | $108.00 K | 100.00% | 0.09% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 28.64 K | $101.37 K | 100.00% | 0.08% |
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Evolution Petroleum Corporation institutional Ownership - FAQ's
During the previous two years, 175 institutional investors and hedge funds held shares of Evolution Petroleum Corporation. The most heavily invested institutionals were:
WealthTrust Axiom LLC: 2.14 M
DIMENSIONAL FUND ADVISORS LP: 1.45 M
CWA Asset Management Group, LLC: 709,287
North Star Investment Management Corp.: 431,178
Register Financial Advisors LLC: 336,838
VANGUARD FIDUCIARY TRUST CO: 208,628
53.87% of Evolution Petroleum Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 27.97 M shares in the last 24 months. This purchase volume represents approximately $130.06 M in transactions.