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Evolution Petroleum
EPM
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Financials
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Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
52.12%
Public and others
37.56%
Individuals & Insiders
10.31%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
BlackRock, Inc.
6.76%
2.37M
0.31%
-46.26K
03/31/2026
WealthTrust Axiom, LLC
6.10%
2.14M
0.39%
+187.56K
03/31/2026
Robert Herlin
Co-Founder & Non-Executive Chairman
5.25%
1.84M
0.14%
+0
12/04/2025
Dimensional Fund Advisors LP
4.15%
1.45M
0.01%
+32.64K
03/31/2026
Vanguard Capital Management, LLC
3.56%
1.25M
--
+1.25M
03/31/2026
American Century Investment Management Inc
3.10%
1.08M
0.11%
+63.46K
03/31/2026
Raymond James Financial, Inc.
2.94%
1.03M
0.68%
+258.81K
03/31/2026
Renaissance Technologies LLC
2.72%
952.90K
0.39%
-109.40K
03/31/2026
CWA Asset Management Group, LLC
2.30%
805.76K
0.27%
+96.48K
06/30/2026
Geode Capital Management, LLC
2.22%
778.37K
<0.01%
+21.66K
03/31/2026
State Street Global Advisors, Inc.
1.98%
692.50K
0.06%
-2.67K
03/31/2026
Eaton Vance Management
1.81%
632.46K
0.11%
+52.05K
03/31/2026
North Star Investment Management Corporation
1.23%
431.18K
0.40%
-125.01K
03/31/2026
Kelly Loyd
CEO, President & Director
1.23%
429.53K
0.15%
-52.60K
06/30/2026
Edward DiPaolo
Lead Independent Director
0.97%
338.84K
0.03%
+0
12/04/2025
Register Financial Advisors, LLC
0.97%
338.18K
<0.01%
+1.34K
06/30/2026
Citadel Advisors LLC
0.93%
325.91K
0.14%
+54.90K
03/31/2026
Northern Trust Global Investments
0.88%
308.84K
0.02%
+2.41K
03/31/2026
Ryan Stash
Senior VP, CFO, Secretary, Compliance Officer & Treasurer
0.80%
279.58K
0.08%
-27.32K
06/30/2026
William Dozier
Independent Director
0.75%
264.22K
0.02%
+0
12/04/2025