Evolution Petroleum Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 2.44 M | $11.78 M | -2.01% | 7.37% |
| WEALTHTRUST AXIOM LLC | 11/14/2025 | 1.78 M | $8.59 M | -0.19% | 5.37% |
| VANGUARD GROUP INC | 11/07/2025 | 1.60 M | $7.72 M | 0.32% | 4.83% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.43 M | $6.91 M | -2.24% | 4.32% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 11/12/2025 | 1.29 M | $6.24 M | -0.65% | 3.90% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 1.06 M | $5.11 M | -1.20% | 3.20% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 977.68 K | $4.71 M | 14.28% | 2.95% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 11/05/2025 | 943.82 K | $4.55 M | -17.67% | 2.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 727.60 K | $3.51 M | 0.01% | 2.19% |
| STATE STREET CORP | 11/14/2025 | 695.69 K | $3.35 M | -0.56% | 2.10% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 680.99 K | $3.28 M | -17.81% | 2.05% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 669.16 K | $3.23 M | 6.22% | 2.02% |
| MORGAN STANLEY | 11/14/2025 | 641.07 K | $3.09 M | 8.18% | 1.93% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 474.28 K | $2.29 M | 1.21% | 1.43% |
| CWA ASSET MANAGEMENT GROUP, LLC | 10/22/2025 | 470.47 K | $2.27 M | 15.37% | 1.42% |
| UBS GROUP AG | 11/13/2025 | 469.69 K | $2.26 M | 23.24% | 1.42% |
| REGISTER FINANCIAL ADVISORS LLC | 10/30/2025 | 317.17 K | $1.53 M | 0.49% | 0.96% |
| NORTHERN TRUST CORP | 11/14/2025 | 315.32 K | $1.52 M | 0.99% | 0.95% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 246.62 K | $1.19 M | 2.29% | 0.74% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 223.93 K | $1.08 M | 100.00% | 0.68% |
| PERRITT CAPITAL MANAGEMENT INC | 11/17/2025 | 176.32 K | $849.84 K | -1.14% | 0.53% |
| BARD ASSOCIATES INC | 11/14/2025 | 171.04 K | $824.42 K | -5.01% | 0.52% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 135.92 K | $655.11 K | 100.00% | 0.41% |
| ROYAL BANK OF CANADA | 11/14/2025 | 121.70 K | $587.00 K | 148.92% | 0.37% |
| ETHIC INC. | 10/17/2025 | 116.99 K | $563.89 K | 20.21% | 0.35% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 105.66 K | $509.27 K | 65.00% | 0.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 96.80 K | $466.55 K | 0.59% | 0.29% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 95.09 K | $458.35 K | -8.98% | 0.29% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 85.38 K | $411.52 K | 107.60% | 0.26% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 74.33 K | $358.29 K | 0.00% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 63.43 K | $305.72 K | 79.32% | 0.19% |
| NUVEEN, LLC | 11/12/2025 | 62.00 K | $298.84 K | 0.00% | 0.19% |
| ARETE WEALTH ADVISORS, LLC | 11/12/2025 | 53.00 K | $255.00 K | -0.40% | 0.16% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 49.79 K | $239.98 K | 51.38% | 0.15% |
| INVESCO LTD. | 11/13/2025 | 48.71 K | $234.77 K | -14.23% | 0.15% |
| BARCLAYS PLC | 11/12/2025 | 47.62 K | $229.52 K | -19.14% | 0.14% |
| MICHELS FAMILY FINANCIAL, LLC | 11/10/2025 | 46.32 K | $223.25 K | 100.00% | 0.14% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 42.61 K | $205.38 K | -1.75% | 0.13% |
| CONNORS INVESTOR SERVICES INC | 11/25/2025 | 42.04 K | $202.61 K | -4.69% | 0.13% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 37.46 K | $180.53 K | -25.29% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2025 | 37.30 K | $179.79 K | 90.31% | 0.11% |
| RHUMBLINE ADVISERS | 11/06/2025 | 36.51 K | $175.97 K | -12.77% | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 32.86 K | $158.40 K | 152.37% | 0.10% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 30.85 K | $148.67 K | -0.01% | 0.09% |
| ELLEVEST, INC. | 11/14/2025 | 30.60 K | $147.49 K | 29.96% | 0.09% |
| CERITY PARTNERS LLC | 10/22/2025 | 29.04 K | $139.98 K | 3.92% | 0.09% |
| CERTIOR FINANCIAL GROUP, LLC | 10/31/2025 | 27.30 K | $131.60 K | -0.04% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 26.72 K | $128.80 K | 6.71% | 0.08% |
| JANE STREET GROUP, LLC | 11/14/2025 | 26.48 K | $127.62 K | -0.23% | 0.08% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 10/31/2025 | 25.50 K | $122.89 K | 10.34% | 0.08% |
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Evolution Petroleum Corporation institutional Ownership - FAQ's
During the previous two years, 152 institutional investors and hedge funds held shares of Evolution Petroleum Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 2.44 M
WealthTrust Axiom LLC: 1.78 M
VANGUARD GROUP INC: 1.6 M
DIMENSIONAL FUND ADVISORS LP: 1.43 M
River Road Asset Management, LLC: 1.29 M
RENAISSANCE TECHNOLOGIES LLC: 1.06 M
60.01% of Evolution Petroleum Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 27.93 M shares in the last 24 months. This purchase volume represents approximately $137.56 M in transactions.