Evolution Petroleum Corporation
Evolution Petroleum Corporation (EPM) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · EPM · as of Sep 30, 2025
Ownership Breakdown
115
Institutional Holders
▲ 4 vs Q2
$95.94M
Total Inst. Value
▲ $4.20M vs Q2
35.82M
Shares Outstanding
freeFloat 87.35%
19.90M
13F Shares Held
▲ 421,055 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
EPM largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. crude petroleum & natural gas | 2.44M | 7.37% | 7.37% | $11.78B | Nov 12, 2025 | ▼ 50.2K |
WEALTHTRUST AXIOM LLC crude petroleum & natural gas | 1.78M | 5.37% | 5.37% | $8.59B | Nov 14, 2025 | ▼ 3.4K |
VANGUARD GROUP INC crude petroleum & natural gas | 1.60M | 4.83% | 4.83% | $7.72B | Nov 7, 2025 | ▲ 5.1K |
DIMENSIONAL FUND ADVISORS LP crude petroleum & natural gas | 1.43M | 4.32% | 4.32% | $6.91B | Nov 12, 2025 | ▼ 32.8K |
RIVER ROAD ASSET MANAGEMENT, LLC crude petroleum & natural gas | 1.29M | 3.90% | 3.90% | $6.24B | Nov 12, 2025 | ▼ 8.5K |
RENAISSANCE TECHNOLOGIES LLC crude petroleum & natural gas | 1.06M | 3.20% | 3.20% | $5.11B | Nov 13, 2025 | ▼ 12.9K |
AMERICAN CENTURY COMPANIES INC crude petroleum & natural gas | 977.7K | 2.95% | 2.95% | $4.71B | Nov 12, 2025 | ▲ 122.2K |
RANGER INVESTMENT MANAGEMENT, L.P. crude petroleum & natural gas | 943.8K | 2.85% | 2.85% | $4.55B | Nov 5, 2025 | ▼ 202.5K |
GEODE CAPITAL MANAGEMENT, LLC crude petroleum & natural gas | 727.6K | 2.19% | 2.19% | $3.51B | Nov 12, 2025 | ▲ 68 |
STATE STREET CORP crude petroleum & natural gas | 695.7K | 2.10% | 2.10% | $3.35B | Nov 14, 2025 | ▼ 3.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
24
Increased
+655.7K shares3
New Positions
first time holders21
Decreased
−522.7K shares0
Sold Out
fully exitedNet shares change (top 50)
+133.0K
+655.7K / −522.7K
Net new holders
+6
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
EPM insider trading · insider activity
Source: SEC Form 4
0
Buy transactions
4
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Bunch John Mark COO | Feb 20, 2026 | Tax Withhold | 8,910 | $4.43 | $39.5K | 214.6K | Form 4 ↗ |
Herlin Robert S director | Dec 4, 2025 | Award | 24,214 | — | — | 1.84M | Form 4 ↗ |
Hargrave Marjorie Anne director | Dec 4, 2025 | Award | 24,214 | — | — | 118.0K | Form 4 ↗ |
Dozier William director | Dec 4, 2025 | Award | 24,214 | — | — | 264.2K | Form 4 ↗ |
DiPaolo Edward John director | Dec 4, 2025 | Award | 24,214 | — | — | 338.8K | Form 4 ↗ |
Bierria Myra C director | Dec 4, 2025 | Award | 24,214 | — | — | 86.1K | Form 4 ↗ |
Loyd Kelly William PRESIDENT & CEO | Oct 31, 2025 | Tax Withhold | 9,649 | $4.38 | $42.3K | 482.1K | Form 4 ↗ |
Bunch John Mark COO | Sep 18, 2025 | Award | 55,759 | — | — | 223.5K | Form 4 ↗ |
Beatty Kelly CHIEF ACCOUNTING OFFICER | Sep 18, 2025 | Award | 18,922 | — | — | 77.6K | Form 4 ↗ |
Stash Ryan SVP & CFO | Sep 18, 2025 | Award | 53,419 | — | — | 306.9K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Evolution Petroleum Corporation (EPM) is primarily owned by institutional investors, who hold approximately 55.5% of total shares outstanding. Company insiders own approximately 12.65%, while retail and public investors account for the remaining 31.80%.
The largest institutional shareholder of Evolution Petroleum Corporation is BLACKROCK, INC., holding approximately 2.44 million shares — equal to 7.37% of outstanding shares — as of September 30, 2025.
A total of 115 institutional investors currently hold EPM stock, with a combined institutional value of approximately $95,940,286 as of the most recent 13F filing period.
Frequently asked questions
EPM ownershipEvolution Petroleum Corporation (EPM) is primarily owned by institutional investors, who hold approximately 55.5% of shares. The largest shareholder is BLACKROCK, INC. with a 7.37% stake. Company insiders hold 12.65%. Data sourced from SEC Form 13F as of September 30, 2025.