Evolution Petroleum Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 2.42 M | $8.89 M | 2.15% | 7.11% |
| WEALTHTRUST AXIOM LLC | 08/11/2026 | 2.21 M | $8.14 M | 3.58% | 6.51% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.49 M | $5.48 M | 2.44% | 4.38% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.27 M | $4.68 M | 2.01% | 3.75% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 1.08 M | $3.96 M | -0.86% | 3.16% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 1.03 M | $3.79 M | 8.07% | 3.03% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 996.43 K | $3.67 M | -3.21% | 2.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 885.71 K | $3.26 M | 13.79% | 2.61% |
| CWA ASSET MANAGEMENT GROUP, LLC | 07/14/2026 | 805.76 K | $2.97 M | 13.60% | 2.37% |
| STATE STREET CORP | 08/07/2026 | 691.69 K | $2.55 M | -0.12% | 2.04% |
| MORGAN STANLEY | 08/13/2026 | 637.69 K | $2.35 M | -2.09% | 1.88% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 431.39 K | $1.59 M | 0.05% | 1.27% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 375.69 K | $1.38 M | 1,020.60% | 1.11% |
| REGISTER FINANCIAL ADVISORS LLC | 07/15/2026 | 338.18 K | $1.24 M | 0.40% | 1.00% |
| NORTHERN TRUST CORP | 08/13/2026 | 265.47 K | $976.92 K | -14.04% | 0.78% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 225.49 K | $829.81 K | 8.08% | 0.66% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 222.30 K | $818.06 K | 18.68% | 0.65% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 171.61 K | $631.53 K | 157.94% | 0.51% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 164.53 K | $605.46 K | -42.40% | 0.48% |
| UBS GROUP AG | 08/13/2026 | 158.95 K | $584.93 K | -19.93% | 0.47% |
| CASTLEVIEW PARTNERS, LLC | 07/20/2026 | 115.39 K | $424.65 K | 21.08% | 0.34% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 111.65 K | $410.86 K | 64.70% | 0.33% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 106.84 K | $393.18 K | -13.79% | 0.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 98.68 K | $363.13 K | 11.14% | 0.29% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 98.68 K | $363.13 K | 100.00% | 0.29% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 91.17 K | $335.52 K | 162.11% | 0.27% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 84.82 K | $312.13 K | -35.54% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 84.80 K | $312.05 K | -0.92% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 63.83 K | $234.90 K | -10.22% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 63.16 K | $232.42 K | -0.77% | 0.19% |
| NUVEEN, LLC | 08/11/2026 | 62.00 K | $228.16 K | 0.00% | 0.18% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 55.30 K | $203.50 K | 0.00% | 0.16% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 53.85 K | $198.17 K | 66.51% | 0.16% |
| INVESCO LTD. | 08/14/2026 | 52.28 K | $192.40 K | -13.32% | 0.15% |
| ADVISOR OS, LLC | 08/05/2026 | 51.46 K | $189.38 K | -1.71% | 0.15% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 49.79 K | $183.22 K | 0.00% | 0.15% |
| CITADEL ADVISORS LLC | 08/14/2026 | 48.68 K | $179.13 K | -85.06% | 0.14% |
| FMR LLC | 08/13/2026 | 48.37 K | $177.99 K | 612.94% | 0.14% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 46.46 K | $170.99 K | 67.81% | 0.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 43.25 K | $159.16 K | 204.06% | 0.13% |
| CITADEL ADVISORS LLC | 08/14/2026 | 42.50 K | $156.40 K | -29.28% | 0.13% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 37.80 K | $139.11 K | 161.98% | 0.11% |
| ETHIC INC. | 07/29/2026 | 37.54 K | $138.14 K | -52.07% | 0.11% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 34.14 K | $125.62 K | -8.90% | 0.10% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 33.29 K | $122.50 K | 13.72% | 0.10% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 08/13/2026 | 32.20 K | $118.51 K | 100.00% | 0.09% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 31.61 K | $144.77 K | 28.44% | 0.09% |
| ABEL HALL, LLC | 07/24/2026 | 31.28 K | $115.10 K | 100.00% | 0.09% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 08/11/2026 | 30.72 K | $113.03 K | 10.36% | 0.09% |
| SENTINUS, LLC | 08/11/2026 | 26.74 K | $98.40 K | -2.08% | 0.08% |
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Evolution Petroleum Corporation institutional Ownership - FAQ's
During the previous two years, 174 institutional investors and hedge funds held shares of Evolution Petroleum Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 2.42 M
WealthTrust Axiom LLC: 2.21 M
DIMENSIONAL FUND ADVISORS LP: 1.49 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.27 M
AMERICAN CENTURY COMPANIES INC: 1.08 M
RENAISSANCE TECHNOLOGIES LLC: 1.03 M
53.36% 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.