Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

EVOLUTION PETROLEUM CORP

CIK 0001006655EPM· quarter ending 2026-06-30

Shares outstanding

40,172,226

as of 2026-09-11 · 10-K cover page, filed 2026-09-16

Held by 13F filers

18,041,682

44.9% of shares outstanding

Holders

117

-5 vs 2026-03-31 · 17 new, 22 exited

Value

$66.4M

shares +1.0% vs prior quarter

Share classes (cover page of the 10-K filed 2026-09-16, as of 2026-09-11)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	EPM · NYSEAMER	40,172,226	18,041,682	44.9%	117	30049A107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	30049A107	COM	117	18,041,682	40,172,226	44.9%	$66.4M	2 call / 0 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (117 of 117 · 30049A107)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	2,416,712	6.02%	$8.9M	+50,896 (+2.2%)
2	WealthTrust Axiom LLC	2,212,619	5.51%	$8.1M	+76,403 (+3.6%)
3	DIMENSIONAL FUND ADVISORS LP	1,488,715	3.71%	$5.5M	+35,497 (+2.4%)
4	VANGUARD CAPITAL MANAGEMENT LLC	1,272,857	3.17%	$4.7M	+25,123 (+2.0%)
5	AMERICAN CENTURY COMPANIES INC	1,075,062	2.68%	$4.0M	-9,277 (-0.9%)
6	RENAISSANCE TECHNOLOGIES LLC	1,029,814	2.56%	$3.8M	+76,917 (+8.1%)
7	RAYMOND JAMES FINANCIAL INC	996,428	2.48%	$3.7M	-33,070 (-3.2%)
8	GEODE CAPITAL MANAGEMENT, LLC	885,707	2.20%	$3.3M	+107,342 (+13.8%)
9	CWA Asset Management Group, LLC	805,762	2.01%	$3.0M	+96,475 (+13.6%)
10	STATE STREET CORP	691,691	1.72%	$2.5M	-813 (-0.1%)
11	MORGAN STANLEY	637,694	1.59%	$2.3M	-13,635 (-2.1%)
12	North Star Investment Management Corp.	431,388	1.07%	$1.6M	+210 (+0.0%)
13	AQR CAPITAL MANAGEMENT LLC	375,692	0.94%	$1.4M	+342,166 (+1020.6%)
14	Register Financial Advisors LLC	338,176	0.84%	$1.2M	+1,338 (+0.4%)
15	NORTHERN TRUST CORP	265,468	0.66%	$977K	-43,368 (-14.0%)
16	VANGUARD FIDUCIARY TRUST CO	225,493	0.56%	$830K	+16,865 (+8.1%)
17	VANGUARD PORTFOLIO MANAGEMENT LLC	222,300	0.55%	$818K	+34,985 (+18.7%)
18	Quantinno Capital Management LP	171,610	0.43%	$632K	+105,080 (+157.9%)
19	GOLDMAN SACHS GROUP INC	164,526	0.41%	$605K	-121,110 (-42.4%)
20	UBS Group AG	158,947	0.40%	$585K	-39,566 (-19.9%)
21	Castleview Partners, LLC	115,393	0.29%	$425K	+20,093 (+21.1%)
22	WELLS FARGO & COMPANY/MN	111,648	0.28%	$411K	+43,859 (+64.7%)
23	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	106,842	0.27%	$393K	-17,087 (-13.8%)
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	98,676	0.25%	$363K	+9,889 (+11.1%)
25	Schonfeld Strategic Advisors LLC	91,173	0.23%	$336K	+56,389 (+162.1%)
26	RITHOLTZ WEALTH MANAGEMENT	84,817	0.21%	$312K	-46,760 (-35.5%)
27	Bank of New York Mellon Corp	84,796	0.21%	$312K	-790 (-0.9%)
28	BANK OF AMERICA CORP /DE/	63,830	0.16%	$235K	-7,268 (-10.2%)
29	SUSQUEHANNA INTERNATIONAL GROUP, LLP	63,157	0.16%	$232K	-488 (-0.8%)
30	Nuveen, LLC	61,999	0.15%	$228K	—
31	BRIDGEWAY CAPITAL MANAGEMENT, LLC	55,300	0.14%	$204K	—
32	Connor, Clark & Lunn Investment Management Ltd.	53,850	0.13%	$198K	+21,510 (+66.5%)
33	Invesco Ltd.	52,282	0.13%	$192K	-8,031 (-13.3%)
34	Advisor OS, LLC	51,463	0.13%	$189K	-893 (-1.7%)
35	TRUIST FINANCIAL CORP	49,788	0.12%	$183K	—
36	CITADEL ADVISORS LLC	48,677	0.12%	$179K	-277,228 (-85.1%)
37	FMR LLC	48,366	0.12%	$178K	+41,582 (+612.9%)
38	D. E. Shaw & Co., Inc.	46,464	0.12%	$171K	+18,776 (+67.8%)
39	MERCER GLOBAL ADVISORS INC /ADV	43,250	0.11%	$159K	+29,026 (+204.1%)
40	Russell Investments Group, Ltd.	37,803	0.09%	$139K	+23,373 (+162.0%)
41	Ethic Inc.	37,539	0.09%	$138K	-40,786 (-52.1%)
42	VICTORY CAPITAL MANAGEMENT INC	34,137	0.08%	$126K	-3,337 (-8.9%)
43	DEUTSCHE BANK AG\	33,287	0.08%	$122K	+4,016 (+13.7%)
44	OCCUDO QUANTITATIVE STRATEGIES LP	32,203	0.08%	$119K	NEW
45	ALLIANCEBERNSTEIN L.P.	31,610	0.08%	$145K	+7,000 (+28.4%)
46	Abel Hall, LLC	31,278	0.08%	$115K	NEW
47	Vanguard Personalized Indexing Management, LLC	30,715	0.08%	$113K	+2,884 (+10.4%)
48	Rothschild Wealth LLC	26,739	0.07%	$98K	-568 (-2.1%)
49	Graham Capital Management, L.P.	26,387	0.07%	$97K	-35,481 (-57.3%)
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	26,231	0.07%	$95K	NEW
51	RHUMBLINE ADVISERS	24,714	0.06%	$91K	-2,016 (-7.5%)
52	Cambridge Investment Research Advisors, Inc.	24,600	0.06%	$90K	+12,300 (+100.0%)
53	Lido Advisors, LLC	23,787	0.06%	$88K	NEW
54	PRICE T ROWE ASSOCIATES INC /MD/	23,204	0.06%	$86K	—
55	IEQ CAPITAL, LLC	23,159	0.06%	$85K	NEW
56	CITIGROUP INC	21,233	0.05%	$78K	+19,599 (+1199.4%)
57	Engineers Gate Manager LP	20,198	0.05%	$74K	-42,805 (-67.9%)
58	WELLINGTON MANAGEMENT GROUP LLP	19,783	0.05%	$73K	+3,236 (+19.6%)
59	Campbell & CO Investment Adviser LLC	18,238	0.05%	$67K	NEW
60	Dynamic Technology Lab Private Ltd	16,541	0.04%	$61K	NEW
61	SEI INVESTMENTS CO	16,299	0.04%	$60K	—
62	Summit Trail Advisors, LLC	15,971	0.04%	$59K	+467 (+3.0%)
63	Mariner, LLC	15,895	0.04%	$58K	NEW
64	JPMORGAN CHASE & CO	15,286	0.04%	$57K	+494 (+3.3%)
65	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	14,806	0.04%	$54K	-370 (-2.4%)
66	Chancellor Financial Group WB LP	14,602	0.04%	$54K	—
67	Michels Family Financial, LLC	12,458	0.03%	$46K	+79 (+0.6%)
68	XTX Topco Ltd	11,671	0.03%	$43K	-2,992 (-20.4%)
69	Vanguard Global Advisers, LLC	11,151	0.03%	$41K	—
70	Police & Firemen's Retirement System of New Jersey	11,089	0.03%	$41K	—
71	CAPTRUST FINANCIAL ADVISORS	11,024	0.03%	$41K	NEW
72	Private Advisor Group, LLC	10,018	0.02%	$37K	NEW
73	Equitable Holdings, Inc.	10,000	0.02%	$37K	—
74	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	9,737	0.02%	$36K	-3,154 (-24.5%)
75	NEW YORK STATE COMMON RETIREMENT FUND	9,562	0.02%	$35K	—
76	BARCLAYS PLC	9,017	0.02%	$33K	-933 (-9.4%)
77	Arax Advisory Partners	8,628	0.02%	$32K	+8,271 (+2316.8%)
78	OSAIC HOLDINGS, INC.	8,069	0.02%	$30K	+160 (+2.0%)
79	PNC Financial Services Group, Inc.	8,034	0.02%	$30K	+839 (+11.7%)
80	BNP PARIBAS FINANCIAL MARKETS	7,619	0.02%	$28K	+583 (+8.3%)
81	NFSG Corp	6,975	0.02%	$26K	—
82	State of Alaska, Department of Revenue	6,601	0.02%	$24K	—
83	NISA INVESTMENT ADVISORS, LLC	5,727	0.01%	$21K	+5,722 (+114440.0%)
84	Tower Research Capital LLC (TRC)	4,132	0.01%	$15K	+1,538 (+59.3%)
85	CoreCap Advisors, LLC	3,009	0.01%	$11K	+95 (+3.3%)
86	Legal & General Group Plc	2,992	0.01%	$11K	—
87	Ameritas Investment Partners, Inc.	2,605	0.01%	$10K	—
88	BARD ASSOCIATES INC	2,500	0.01%	$9K	—
89	Smartleaf Asset Management LLC	1,926	0.00%	$7K	—
90	Allworth Financial LP	1,589	0.00%	$6K	+652 (+69.6%)
91	JONES FINANCIAL COMPANIES LLLP	1,371	0.00%	$5K	—
92	RAFFA WEALTH MANAGEMENT, LLC	1,350	0.00%	$5K	-1,086 (-44.6%)
93	GAMMA Investing LLC	1,222	0.00%	$4K	-35 (-2.8%)
94	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,009	0.00%	$4K	—
95	ROYAL BANK OF CANADA	941	0.00%	$3K	-147 (-13.5%)
96	HARBOR CAPITAL ADVISORS, INC.	862	0.00%	$3K	+490 (+131.7%)
97	Essential Partners LLC	598	0.00%	$2K	+502 (+522.9%)
98	EverSource Wealth Advisors, LLC	494	0.00%	$2K	+370 (+298.4%)
99	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	443	0.00%	$2K	NEW
100	Golden State Wealth Management, LLC	368	0.00%	$1K	—
101	Farther Finance Advisors, LLC	325	0.00%	$1K	+117 (+56.3%)
102	Mosley Wealth Management	300	0.00%	$1K	—
103	Larson Financial Group LLC	298	0.00%	$1K	NEW
104	Sterling Capital Management LLC	228	0.00%	$839	-76 (-25.0%)
105	SBI Securities Co., Ltd.	227	0.00%	$835	-20 (-8.1%)
106	ROTHSCHILD INVESTMENT LLC	217	0.00%	$799	+114 (+110.7%)
107	Cassaday & Co Wealth Management LLC	200	0.00%	$736	-180 (-47.4%)
108	True Wealth Design, LLC	132	0.00%	$486	+130 (+6500.0%)
109	Fortitude Family Office, LLC	73	0.00%	$269	NEW
110	TD PRIVATE CLIENT WEALTH LLC	67	0.00%	$247	NEW
111	IFP Advisors, Inc	65	0.00%	$239	+63 (+3150.0%)
112	Covestor Ltd	24	0.00%	$0	+5 (+26.3%)
113	Clearstead Advisors, LLC	19	0.00%	$71	NEW
114	CREATIVE FINANCIAL DESIGNS INC /ADV	18	0.00%	$66	+1 (+5.9%)
115	SJS Investment Consulting Inc.	11	0.00%	$41	NEW
116	Caitong International Asset Management Co., Ltd	9	0.00%	$33	NEW
117	MJT & Associates Financial Advisory Group, Inc.	1	0.00%	$1	—

Exited since 2026-03-31 (22 filers; largest 22 shown)

Point72 Asset Management, L.P.	−167,761
MILLENNIUM MANAGEMENT LLC	−87,835
JANE STREET GROUP, LLC	−61,663
GSA CAPITAL PARTNERS LLP	−44,502
Odyssean, LLC	−31,931
Jackson Hole Capital Partners, LLC	−27,489
Ellevest, Inc.	−19,634
Sowell Financial Services LLC	−19,538
TWO SIGMA INVESTMENTS, LP	−18,033
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−16,477
Virtu Financial LLC	−16,246
COLDSTREAM CAPITAL MANAGEMENT INC	−16,029
Focus Partners Wealth	−13,938
OXFORD ASSET MANAGEMENT LLP	−12,668
LPL Financial LLC	−11,735
Kathmere Capital Management, LLC	−11,161
MANUFACTURERS LIFE INSURANCE COMPANY, THE	−10,043
CWM, LLC	−1,845
Legacy Wealth Managment, LLC/ID	−73
Root Financial Partners, LLC	−54
MAI Capital Management	−6
Sunbelt Securities, Inc.	−5

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
WealthTrust Axiom LLC	SCHEDULE 13G/A	2026-01-02	2025-12-31	1,950,728,273	5.62%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-17	2025-03-31	2,135,248	6.2%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.