Evolution Petroleum Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 2.37 M | $10.84 M | -1.92% | 7.00% |
| WEALTHTRUST AXIOM LLC | 05/11/2026 | 2.14 M | $9.78 M | 9.63% | 6.32% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.45 M | $6.66 M | 2.30% | 4.30% |
| 05/15/2026 | 1.25 M | $5.71 M | 100.00% | 3.69% | |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 1.08 M | $4.97 M | 6.22% | 3.21% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.03 M | $4.72 M | 33.58% | 3.04% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 952.90 K | $4.36 M | -10.30% | 2.82% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 778.37 K | $3.57 M | 2.86% | 2.30% |
| CWA ASSET MANAGEMENT GROUP, LLC | 04/20/2026 | 709.29 K | $3.25 M | 29.63% | 2.10% |
| STATE STREET CORP | 05/15/2026 | 692.50 K | $3.17 M | -0.38% | 2.05% |
| MORGAN STANLEY | 05/15/2026 | 651.33 K | $2.98 M | -1.31% | 1.93% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 431.18 K | $1.97 M | -22.48% | 1.28% |
| REGISTER FINANCIAL ADVISORS LLC | 04/15/2026 | 336.84 K | $1.54 M | -0.39% | 1.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 325.91 K | $1.49 M | 20.26% | 0.96% |
| NORTHERN TRUST CORP | 05/14/2026 | 308.84 K | $1.41 M | 0.78% | 0.91% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 285.64 K | $1.31 M | 110.69% | 0.84% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 208.63 K | $955.52 K | 100.00% | 0.62% |
| UBS GROUP AG | 05/05/2026 | 198.51 K | $909.19 K | 37.29% | 0.59% |
| 05/08/2026 | 187.32 K | $857.90 K | 100.00% | 0.55% | |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 167.76 K | $768.35 K | 57.69% | 0.50% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 131.58 K | $602.62 K | 1.52% | 0.39% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 123.93 K | $567.60 K | -35.76% | 0.37% |
| CASTLEVIEW PARTNERS, LLC | 05/01/2026 | 95.30 K | $436.47 K | 21.71% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 88.79 K | $406.64 K | -7.41% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 87.84 K | $402.28 K | 100.00% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 85.59 K | $391.98 K | -4.91% | 0.25% |
| ETHIC INC. | 04/27/2026 | 78.33 K | $358.73 K | -28.69% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 71.10 K | $325.63 K | 11.19% | 0.21% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 67.79 K | $310.48 K | -21.29% | 0.20% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 66.53 K | $304.71 K | -43.26% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 63.65 K | $291.49 K | 104.78% | 0.19% |
| ENGINEERS GATE MANAGER LP | 05/15/2026 | 63.00 K | $288.55 K | 329.44% | 0.19% |
| NUVEEN, LLC | 04/30/2026 | 62.00 K | $283.96 K | 0.00% | 0.18% |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 61.87 K | $283.36 K | 121.83% | 0.18% |
| JANE STREET GROUP, LLC | 05/12/2026 | 61.66 K | $282.42 K | -24.76% | 0.18% |
| INVESCO LTD. | 05/12/2026 | 60.31 K | $276.23 K | 3.93% | 0.18% |
| CITADEL ADVISORS LLC | 05/15/2026 | 60.10 K | $275.26 K | 28.42% | 0.18% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 55.30 K | $253.27 K | 0.00% | 0.16% |
| ADVISOR OS, LLC | 05/08/2026 | 52.36 K | $239.79 K | 100.00% | 0.15% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 49.79 K | $228.03 K | 0.00% | 0.15% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 44.50 K | $204.00 K | 45.45% | 0.13% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 37.47 K | $171.63 K | 0.00% | 0.11% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 34.78 K | $159.31 K | -52.87% | 0.10% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 33.53 K | $153.55 K | 172.70% | 0.10% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 32.34 K | $148.12 K | 100.00% | 0.10% |
| 05/15/2026 | 31.93 K | $146.24 K | 100.00% | 0.09% | |
| DEUTSCHE BANK AG\ | 05/06/2026 | 29.27 K | $134.06 K | -5.10% | 0.09% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 05/14/2026 | 27.83 K | $127.47 K | 100.00% | 0.08% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 27.69 K | $126.81 K | 100.00% | 0.08% |
| JACKSON HOLE CAPITAL PARTNERS, LLC | 05/08/2026 | 27.49 K | $125.90 K | 100.00% | 0.08% |
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Evolution Petroleum Corporation institutional Ownership - FAQ's
During the previous two years, 171 institutional investors and hedge funds held shares of Evolution Petroleum Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 2.37 M
WealthTrust Axiom LLC: 2.14 M
DIMENSIONAL FUND ADVISORS LP: 1.45 M
AMERICAN CENTURY COMPANIES INC: 1.08 M
RAYMOND JAMES FINANCIAL INC: 1.03 M
RENAISSANCE TECHNOLOGIES LLC: 952,897
52.84% of Evolution Petroleum Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 26.28 M shares in the last 24 months. This purchase volume represents approximately $122.19 M in transactions.