Security Snapshot

EVOLUTION PETROLEUM CORP - COM (EPM) Institutional Ownership

CUSIP: 30049A107

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

116

Shares (Excl. Options)

18.03MFull value: 18,029,357 · shares · 30 Jun 2026

Price

$3.68

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+187,232
Value change
+$191,080
Number of holders
116
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
34,710,467,491
SEC-reported price per share
$3.71
Insider filing price
$3.71
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • EPM - EVOLUTION PETROLEUM CORP - COM is tracked under CUSIP 30049A107.
  • 116 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 121 to 116 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $81.82MFull value: $81,815,733 · USD · 31 Mar 2026
    to
    $66.38MFull value: $66,376,573 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 116 institutions filings for Q2 2026.

Open SEC evidence

Security key

30049A107

13F reference period

Q2 2026

13F holders

116

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
EPM
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WealthTrust Axiom LLC 5.6% $7,412,767,437 1,950,728,273 WealthTrust Axiom LLC 31 Dec 2025
BlackRock, Inc. 6.2% $9,053,452 2,135,248 BlackRock, Inc. 31 Mar 2025
As of 30 Jun 2026, 116 institutional investors reported holding
18.03MFull value: 18,029,357 · shares · 30 Jun 2026
shares of EVOLUTION PETROLEUM CORP - COM (EPM). This represents 0.05% of the company’s total
34.71BFull value: 34,710,467,491 · shares · Stored outstanding share count
outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 4,582,612 $16,222,511 +$722,370 $3.54 28
2026 Q2 18,029,357 $66,376,573 +$191,080 $3.68 116
2026 Q1 17,870,881 $81,815,733 +$308,796 $4.58 121
2025 Q4 18,215,938 $64,485,492 -$7,484,304 $3.54 117
2025 Q3 19,897,765 $95,936,919 +$2,289,469 $4.82 113
2025 Q2 19,477,280 $91,738,216 +$398,107 $4.70 106
2025 Q1 19,390,354 $100,435,211 +$646,397 $5.18 110
2024 Q4 19,265,708 $100,760,832 +$2,251,398 $5.23 111
2024 Q3 18,731,119 $99,555,573 -$1,226,620 $5.31 111
2024 Q2 18,991,895 $100,107,343 -$2,952,159 $5.27 99
2024 Q1 19,305,280 $118,533,446 -$4,266,030 $6.14 100
2023 Q4 20,097,691 $116,767,260 -$2,284,471 $5.81 108
2023 Q3 20,332,233 $139,074,126 -$2,573,261 $6.84 116
2023 Q2 20,516,906 $165,567,824 +$18,253,782 $8.07 111
2023 Q1 18,476,351 $116,567,972 -$12,205,671 $6.31 101
2022 Q4 19,932,845 $150,489,123 -$4,508,141 $7.55 101
2022 Q3 20,491,113 $142,609,612 -$3,748,216 $6.96 93
2022 Q2 21,254,891 $116,044,041 -$2,992,250 $5.46 80
2022 Q1 21,761,705 $147,761,432 +$3,863,327 $6.79 84
2021 Q4 21,219,215 $107,154,010 +$1,169,555 $5.05 73
2021 Q3 20,792,492 $118,095,016 -$3,109,667 $5.68 74
2021 Q2 21,377,069 $106,022,634 -$5,309,861 $4.96 77
2021 Q1 22,684,903 $76,669,959 +$1,212,366 $3.38 77
2020 Q4 22,363,214 $63,736,848 -$195,520 $2.85 75
2020 Q3 22,480,470 $50,361,655 -$702,399 $2.24 76
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