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$EPM
$3.89 -$0.10 (2.51%) Close

Ownership

13F as of Q2 2026 · 40.2M shares outstanding

Who owns EPM?

By type of holder
Institutions 44.7% Insiders 9.9% Everyone else 45.4%
Concentration Top 10 holders own 34.9%
BlackRock, Inc. 6.0% · WealthTrust Axiom LLC 5.5%
Institutional ownership
44.7%
+0.2 pts vs last qtr
Institutional holders
116
-6 vs last qtr
Net shares bought
+95.3K
by institutions in Q2 2026
New / sold out
17 / 23
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • Aqr Capital Management LLC +342.2K
  • Geode Capital Management, LLC +107.3K

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Biggest sellers in Q2 2026
  • Citadel Advisors LLC −277.2K
  • Point72 Asset Management, L.P. SOLD OUT −167.8K

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Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Evolution Petroleum Corp in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2017–FY2026
+3.4%
+0.38% a year
Each share's claim on the business
−3.3%
shrank without buying or selling a share
Spent on buybacks vs paid in stock
$9.7M vs $14.7M
over 10 fiscal years
Diluted shares, split-adjusted
31.8M33.2M34.6M2017: 33.1M shares'172018: 33.2M shares'182019: 33.2M shares'192020: 33.0M shares'202021: 32.7M shares'212022: 33.3M shares'222023: 33.2M shares'232024: 32.9M shares'242025: 33.3M shares'252026: 34.3M shares'26
Buybacks Stock-based comp
$0$2.1M$4.2M2017 buybacks: $459.9K2017 stock comp: $1.2M'172018 buybacks: $571.1K2018 stock comp: $1.4M'182019 buybacks: $156.8K2019 stock comp: $888.2K'192020 buybacks: $2.5M2020 stock comp: $1.3M'202021 buybacks: $7.0K2021 stock comp: $1.3M'212022 buybacks: $38.0K2022 stock comp: $125.0K'222023 buybacks: $4.2M2023 stock comp: $1.6M'232024 buybacks: $1.1M2024 stock comp: $2.1M'242025 buybacks: $442.0K2025 stock comp: $2.5M'252026 buybacks: $225.0K2026 stock comp: $2.3M'26

How patient are the owners?

Institutional shares by how long they've been held
5+ years74% 3–5 years6% 1–3 years15% Under 1 year6%
Quarterly turnover
8.1%
of institutional shares changed hands
Top 10 managers, median time held
5 years

Super Investors

Investment managers reporting EPM on Form 13F
B
BlackRock, Inc.
Shares
2.4M
% of company
6.02%
Change vs last qtr
+50.9K (+2.2%)
Held since
≤2021
WA
WealthTrust Axiom LLC
Shares
2.2M
% of company
5.51%
Change vs last qtr
+76.4K (+3.6%)
Held since
≤2021

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Institutional Funds

Mutual funds and ETFs reporting EPM on Form N-PORT; together they hold 17.7% of the company
AU
Avantis U.S. Small Cap Value ETF
American Century ETF Trust
Position value
$3.83M
% of company
2.25%
% of the fund
0.01%
As of
May 31, 2026
VT
Vanguard Total Stock Market Index Fund
Vanguard Index Funds
Position value
$3.31M
% of company
2.24%
% of the fund
0.00%
As of
June 30, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
HR
Herlin Robert S
Insider
Shares
1.8M
% of company
4.57%
Change vs last qtr
—
Held since
—
LK
Loyd Kelly William
Insider
Shares
585.3K
% of company
1.46%
Change vs last qtr
—
Held since
—

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