Evolution Petroleum Corp
EPM- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001006655
No open-market purchases or sales by Evolution Petroleum Corp insiders were filed in the last 90 days; 117 institutions reported holding it in 13F filings for Q2 2026, worth $66.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Evolution Petroleum Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 117
- −2 vs. Q1 2026
- Shares held
- 18.0M
- +200.1K (+1.1%) vs. Q1 2026
- Total value
- $66.4M
- −$15.3M (−18.7%) vs. Q1 2026
- New holders
- 17
- 48 more added
- Sold out
- 19
- 31 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 117 | $66.4M |
| Q1 2026 | 122 | $81.8M |
| Q4 2025 | 119 | $64.3M |
| Q3 2025 | 116 | $96.3M |
| Q2 2025 | 109 | $92.0M |
| Q1 2025 | 112 | $100.4M |
| Q4 2024 | 113 | $100.8M |
| Q3 2024 | 114 | $99.6M |
| Q2 2024 | 102 | $100.2M |
| Q1 2024 | 103 | $127.0M |
| Q4 2023 | 109 | $120.0M |
| Q3 2023 | 117 | $139.1M |
| Q2 2023 | 113 | $165.9M |
| Q1 2023 | 102 | $116.8M |
| Q4 2022 | 102 | $150.5M |
| Q3 2022 | 96 | $142.6M |
| Q2 2022 | 81 | $116.0M |
| Q1 2022 | 87 | $148.8M |
| Q4 2021 | 75 | $107.3M |
| Q3 2021 | 78 | $118.5M |
| Q2 2021 | 78 | $106.0M |
| Q1 2021 | 78 | $76.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,416,712 | $8.89M | 0.00% | +50,896+2.2% | Added |
| WealthTrust Axiom LLC | 2,212,619 | $8.14M | 1.82% | +76,403+3.6% | Added |
| Dimensional Fund Advisors LP | 1,488,715 | $5.48M | 0.00% | +35,497+2.4% | Added |
| Vanguard Capital Management LLC | 1,272,857 | $4.68M | 0.00% | +25,123+2.0% | Added |
| American Century Companies Inc | 1,075,062 | $3.96M | 0.00% | −9,277−0.9% | Reduced |
| Renaissance Technologies LLC | 1,029,814 | $3.79M | 0.01% | +76,917+8.1% | Added |
| Raymond James Financial Inc | 996,428 | $3.67M | 0.00% | −33,070−3.2% | Reduced |
| Geode Capital Management, LLC | 885,707 | $3.26M | 0.00% | +107,342+13.8% | Added |
| CWA Asset Management Group, LLC | 805,762 | $2.97M | 0.09% | +96,475+13.6% | Added |
| State Street Corp | 691,691 | $2.55M | 0.00% | −813−0.1% | Reduced |
| Morgan Stanley | 637,694 | $2.35M | 0.00% | −13,635−2.1% | Reduced |
| North Star Investment Management Corp. | 431,388 | $1.59M | 0.09% | +2100.0% | Added |
| AQR Capital Management LLC | 375,692 | $1.38M | 0.00% | +342,166+1,020.6% | Added |
| Register Financial Advisors LLC | 338,176 | $1.24M | 0.38% | +1,338+0.4% | Added |
| Northern Trust Corp | 265,468 | $976.9K | 0.00% | −43,368−14.0% | Reduced |
| Vanguard Fiduciary Trust Co | 225,493 | $829.8K | 0.00% | +16,865+8.1% | Added |
| Vanguard Portfolio Management LLC | 222,300 | $818.1K | 0.00% | +34,985+18.7% | Added |
| Quantinno Capital Management LP | 171,610 | $631.5K | 0.00% | +105,080+157.9% | Added |
| Goldman Sachs Group Inc | 164,526 | $605.5K | 0.00% | −121,110−42.4% | Reduced |
| UBS Group AG | 158,947 | $584.9K | 0.00% | −39,566−19.9% | Reduced |
| Castleview Partners, LLC | 115,393 | $424.6K | 0.19% | +20,093+21.1% | Added |
| Wells Fargo & Company | 111,648 | $410.9K | 0.00% | +43,859+64.7% | Added |
| O'Shaughnessy Asset Management, LLC | 106,842 | $393.2K | 0.00% | −17,087−13.8% | Reduced |
| Charles Schwab Investment Management Inc | 98,676 | $363.1K | 0.00% | +9,889+11.1% | Added |
| Schonfeld Strategic Advisors LLC | 91,173 | $335.5K | 0.00% | +56,389+162.1% | Added |
| Ritholtz Wealth Management | 84,817 | $312.1K | 0.00% | −46,760−35.5% | Reduced |
| Bank of New York Mellon Corp | 84,796 | $312.0K | 0.00% | −790−0.9% | Reduced |
| Bank of America Corp | 63,830 | $234.9K | 0.00% | −7,268−10.2% | Reduced |
| Susquehanna International Group, LLP | 63,157 | $232.4K | 0.00% | −488−0.8% | Reduced |
| Nuveen, LLC | 61,999 | $228.2K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 55,300 | $203.5K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 53,850 | $198.2K | 0.00% | +21,510+66.5% | Added |
| Invesco Ltd. | 52,282 | $192.4K | 0.00% | −8,031−13.3% | Reduced |
| Advisor OS, LLC | 51,463 | $189.4K | 0.01% | −893−1.7% | Reduced |
| Truist Financial Corp | 49,788 | $183.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 48,677 | $179.1K | 0.00% | −277,228−85.1% | Reduced |
| FMR LLC | 48,366 | $178.0K | 0.00% | +41,582+612.9% | Added |
| D. E. Shaw & Co., Inc. | 46,464 | $171.0K | 0.00% | +18,776+67.8% | Added |
| Mercer Global Advisors Inc | 43,250 | $159.2K | 0.00% | +29,026+204.1% | Added |
| Alliancebernstein L.P. | 31,610 | $144.8K | 0.00% | +7,000+28.4% | Added |
| Russell Investments Group, Ltd. | 37,803 | $139.1K | 0.00% | +23,373+162.0% | Added |
| Ethic Inc. | 37,539 | $138.1K | 0.00% | −40,786−52.1% | Reduced |
| Victory Capital Management Inc | 34,137 | $125.6K | 0.00% | −3,337−8.9% | Reduced |
| Deutsche Bank AG | 33,287 | $122.5K | 0.00% | +4,016+13.7% | Added |
| Occudo Quantitative Strategies LP | 32,203 | $118.5K | 0.01% | +32,203 | New |
| Abel Hall, LLC | 31,278 | $115.1K | 0.02% | +31,278 | New |
| JustInvest LLC | 30,715 | $113.0K | 0.00% | +2,884+10.4% | Added |
| Sentinus, LLC | 26,739 | $98.4K | 0.01% | −568−2.1% | Reduced |
| Graham Capital Management, L.P. | 26,387 | $97.1K | 0.00% | −35,481−57.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,231 | $95.2K | 0.00% | +26,231 | New |
| Rhumbline Advisers | 24,714 | $90.9K | 0.00% | −2,016−7.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,600 | $90.0K | 0.00% | +12,300+100.0% | Added |
| Lido Advisors, LLC | 23,787 | $87.5K | 0.00% | +23,787 | New |
| Price T Rowe Associates Inc | 23,204 | $86.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 23,159 | $85.2K | 0.00% | +23,159 | New |
| Citigroup Inc | 21,233 | $78.1K | 0.00% | +19,599+1,199.4% | Added |
| Engineers Gate Manager LP | 20,198 | $74.3K | 0.00% | −42,805−67.9% | Reduced |
| Wellington Management Group LLP | 19,783 | $72.8K | 0.00% | +3,236+19.6% | Added |
| Campbell & CO Investment Adviser LLC | 18,238 | $67.1K | 0.00% | +18,238 | New |
| Dynamic Technology Lab Private Ltd | 16,541 | $61.0K | 0.01% | +16,541 | New |
| SEI Investments Co | 16,299 | $60.0K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 15,971 | $58.8K | 0.00% | +467+3.0% | Added |
| Mariner, LLC | 15,895 | $58.5K | 0.00% | +15,895 | New |
| JPMorgan Chase & Co | 15,286 | $56.9K | 0.00% | +494+3.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 14,806 | $54.5K | 0.00% | −370−2.4% | Reduced |
| Chancellor Financial Group WB LP | 14,602 | $53.7K | 0.03% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 12,458 | $45.8K | 0.03% | +79+0.6% | Added |
| XTX Topco Ltd | 11,671 | $42.9K | 0.00% | −2,992−20.4% | Reduced |
| Vanguard Global Advisers, LLC | 11,151 | $41.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $40.8K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,024 | $40.6K | 0.00% | +11,024 | New |
| Private Advisor Group, LLC | 10,018 | $36.9K | 0.00% | +10,018 | New |
| Equitable Holdings, Inc. | 10,000 | $36.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 9,737 | $35.8K | 0.00% | −3,154−24.5% | Reduced |
| New York State Common Retirement Fund | 9,562 | $35.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 9,017 | $33.2K | 0.00% | −933−9.4% | Reduced |
| SRS Capital Advisors, Inc. | 8,628 | $31.8K | 0.00% | +8,271+2,316.8% | Added |
| Advisor Group Holdings, Inc. | 8,069 | $29.7K | 0.00% | +160+2.0% | Added |
| The PNC Financial Services Group, Inc. | 8,034 | $29.6K | 0.00% | +839+11.7% | Added |
| BNP Paribas Arbitrage, SA | 7,619 | $28.0K | 0.00% | +583+8.3% | Added |
| Newbridge Financial Services Group, Inc. | 6,975 | $25.7K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,601 | $24.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,727 | $21.1K | 0.00% | +5,722+114,440.0% | Added |
| Tower Research Capital LLC (TRC) | 4,132 | $15.2K | 0.00% | +1,538+59.3% | Added |
| CoreCap Advisors, LLC | 3,009 | $11.1K | 0.00% | +95+3.3% | Added |
| Legal & General Group Plc | 2,992 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,605 | $9.59K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 2,500 | $9.20K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,926 | $7.17K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,589 | $5.85K | 0.00% | +652+69.6% | Added |
| Jones Financial Companies LLLP | 1,371 | $5.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,350 | $4.97K | 0.00% | −1,086−44.6% | Reduced |
| GAMMA Investing LLC | 1,222 | $4.50K | 0.00% | −35−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,009 | $3.71K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 941 | $3.00K | 0.00% | −147−13.5% | Reduced |
| Harbor Capital Advisors, Inc. | 862 | $3.00K | 0.00% | +490+131.7% | Added |
| Essential Partners LLC | 598 | $2.20K | 0.00% | +502+522.9% | Added |
| EverSource Wealth Advisors, LLC | 494 | $1.82K | 0.00% | +370+298.4% | Added |
| California State Teachers Retirement System | 443 | $1.63K | 0.00% | +443 | New |
| Golden State Wealth Management, LLC | 368 | $1.35K | 0.00% | 00.0% | Unchanged |