Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EP held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 907K | $2.7M | +1.6% | 2.280% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 575K | $1.7M | — | 1.446% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 428K | $1.3M | +7.8% | 1.076% | 0.00% |
| 4 | STATE STREET CORP | 213K | $630K | +12.6% | 0.535% | 0.00% |
| 5 | NORTHERN TRUST CORP | 132K | $390K | +4.9% | 0.331% | 0.00% |
| 6 | WILEY BROS.-AINTREE CAPITAL, LLC | 111K | $328K | 0.0% | 0.279% | 0.00% |
| 7 | VANGUARD FIDUCIARY TRUST CO | 108K | $320K | — | 0.272% | 0.00% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 93K | $274K | — | 0.233% | 0.00% |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 57K | $168K | -8.4% | 0.144% | 0.00% |
| 10 | Verdence Capital Advisors LLC | 54K | $159K | 0.0% | 0.135% | 0.01% |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 46K | $136K | -9.3% | 0.116% | 0.00% |
| 12 | Bank of New York Mellon Corp | 45K | $134K | -1.0% | 0.114% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 44K | $129K | +44.4% | 0.110% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 43K | $126K | +52.4% | 0.107% | 0.00% |
| 15 | Cetera Investment Advisers | 39K | $115K | 0.0% | 0.097% | 0.00% |
| 16 | Nuveen, LLC | 38K | $113K | +0.9% | 0.096% | 0.00% |
| 17 | DEUTSCHE BANK AG\ | 33K | $97K | +20.4% | 0.083% | 0.00% |
| 18 | SANDERS MORRIS HARRIS LLC | 25K | $74K | — | 0.063% | 0.01% |
| 19 | UBS Group AG | 19K | $57K | +148.5% | 0.048% | 0.00% |
| 20 | BANK OF AMERICA CORP /DE/ | 17K | $50K | +2.2% | 0.043% | 0.00% |
| 21 | RHUMBLINE ADVISERS | 17K | $50K | +1.0% | 0.042% | 0.00% |
| 22 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 16K | $46K | 0.0% | 0.039% | 0.00% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 15K | $45K | +4.9% | 0.038% | 0.00% |
| 24 | CITADEL ADVISORS LLC | 14K | $41K | -67.8% | 0.035% | 0.00% |
| 25 | MORGAN STANLEY | 13K | $38K | -63.0% | 0.033% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EP — a direct measure of their conviction.
Filings activity in EP during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 46 | +4.5% | 8.11% | 0.13 pp | $9M | 1.5% |
| Q4 2025 | 44 | 2.2% | 8.24% | 4.23 pp | $10M | 34% |
| Q3 2025 | 45 | 4.3% | 12.47% | 2.59 pp | $14M | 17% |
| Q2 2025 | 47 | 6.0% | 15.06% | 3.50 pp | $17M | 19% |
| Q1 2025 | 50 | +8.7% | 18.56% | 3.54 pp | $21M | 16% |
| Q4 2024 | 46 | +2.2% | 22.10% | +5.48 pp | $26M | +33% |
| Q3 2024 | 45 | +13% | 16.62% | +1.59 pp | $19M | +11% |
| Q2 2024 | 40 | — | 15.03% | — | $17M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EP stock.
Based on Q1 2026 13F filings, institutional ownership of Empire Petroleum Corporation stands at 8.1%, held across 46 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EP, with approximately 907,429 shares worth $0.00B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of EP, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for EP is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in EP during Q1 2026, while 6 fully exited. 16 added to existing positions and 21 trimmed.
EP institutional ownership fell by 0.13 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 84.4% of all reported 13F value in EP, and the top 25 account for 97.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Empire Petroleum Corporation (EP) Institutional Ownership