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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, Q1 2021

Institutional positions in Evolution Petroleum Corp as of Mar 31, 2021. 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
78
No complete 13F data for Q4 2020
Shares held
22.7M
No complete 13F data for Q4 2020
Total value
$76.7M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 78 institutions
Q1 2021: 78 institutionsQ2 2021: 78 institutionsQ3 2021: 78 institutionsQ4 2021: 75 institutionsQ1 2022: 87 institutionsQ2 2022: 81 institutionsQ3 2022: 96 institutionsQ4 2022: 102 institutionsQ1 2023: 102 institutionsQ2 2023: 113 institutionsQ3 2023: 117 institutionsQ4 2023: 109 institutionsQ1 2024: 103 institutionsQ2 2024: 102 institutionsQ3 2024: 114 institutionsQ4 2024: 113 institutionsQ1 2025: 112 institutionsQ2 2025: 109 institutionsQ3 2025: 116 institutionsQ4 2025: 119 institutionsQ1 2026: 122 institutionsQ2 2026: 117 institutions
Value heldQ1 2021: $76.7M
Q1 2021: $76.7MQ2 2021: $106.0MQ3 2021: $118.1MQ4 2021: $107.2MQ1 2022: $147.8MQ2 2022: $116.0MQ3 2022: $142.6MQ4 2022: $150.5MQ1 2023: $116.7MQ2 2023: $165.6MQ3 2023: $139.1MQ4 2023: $116.8MQ1 2024: $118.5MQ2 2024: $100.1MQ3 2024: $99.6MQ4 2024: $100.8MQ1 2025: $100.4MQ2 2025: $91.7MQ3 2025: $96.2MQ4 2025: $64.3MQ1 2026: $81.8MQ2 2026: $66.4M
Institutions holding EPM and their total value by quarter
QuarterHoldersValue
Q2 2026117$66.4M
Q1 2026122$81.8M
Q4 2025119$64.3M
Q3 2025116$96.2M
Q2 2025109$91.7M
Q1 2025112$100.4M
Q4 2024113$100.8M
Q3 2024114$99.6M
Q2 2024102$100.1M
Q1 2024103$118.5M
Q4 2023109$116.8M
Q3 2023117$139.1M
Q2 2023113$165.6M
Q1 2023102$116.7M
Q4 2022102$150.5M
Q3 202296$142.6M
Q2 202281$116.0M
Q1 202287$147.8M
Q4 202175$107.2M
Q3 202178$118.1M
Q2 202178$106.0M
Q1 202178$76.7M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EPM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.3,888,934$13.1M0.00%––
ArrowMark Colorado Holdings LLC2,592,001$8.76M0.07%––
Renaissance Technologies LLC2,477,522$8.37M0.01%––
River Road Asset Management, LLC1,414,458$4.78M0.06%––
Advisory Research Inc1,287,081$4.35M0.31%––
WealthTrust Axiom LLC1,236,272$4.18M1.41%––
Vanguard Group Inc1,234,356$4.17M0.00%––
Dimensional Fund Advisors LP1,158,673$3.92M0.00%––
Amica Mutual Insurance Co1,109,019$3.75M0.43%––
North Star Investment Management Corp.976,775$3.30M0.31%––
Foundry Partners, LLC539,328$1.82M0.06%––
State Street Corp515,758$1.74M0.00%––
Geode Capital Management, LLC408,797$1.38M0.00%––
Northern Trust Corp316,889$1.07M0.00%––
Bank of New York Mellon Corp307,842$1.04M0.00%––
Parametric Portfolio Associates LLC255,176$862.0K0.00%––
D. E. Shaw & Co., Inc.232,116$784.0K0.00%––
Bard Associates Inc206,923$699.0K0.25%––
Nuveen Asset Management, LLC176,732$597.0K0.00%––
Amica Retiree Medical Trust174,722$591.0K0.40%––
Aptus Capital Advisors, LLC170,258$575.0K0.03%––
JPMorgan Chase & Co166,863$563.0K0.00%––
Yacktman Asset Management LP165,000$558.0K0.01%––
Perritt Capital Management Inc161,300$545.0K0.30%––
Bridgeway Capital Management, LLC154,900$524.0K0.01%––
Bank of America Corp99,661$336.0K0.00%––
Goldman Sachs Group Inc91,433$309.0K0.00%––
Morgan Stanley76,799$260.0K0.00%––
Charles Schwab Investment Management Inc74,898$254.0K0.00%––
Winton Group Ltd72,435$245.0K0.01%––
Millennium Management LLC70,076$237.0K0.00%––
Avidian Wealth Solutions, LLC70,000$237.0K0.02%––
California Public Employees Retirement System56,836$192.0K0.00%––
Grantham, Mayo, Van Otterloo & Co. LLC52,060$176.0K0.00%––
Connors Investor Services Inc50,815$172.0K0.02%––
Rhumbline Advisers47,631$161.0K0.00%––
California State Teachers Retirement System46,096$156.0K0.00%––
M&T Bank Corp42,731$144.0K0.00%––
American Century Companies Inc38,624$131.0K0.00%––
Two Sigma Advisers, LP36,627$124.0K0.00%––
Alliancebernstein L.P.29,600$100.0K0.00%––
Barclays PLC25,944$88.0K0.00%––
Royal Bank of Canada25,675$87.0K0.00%––
Raymond James Financial Services Advisors, Inc.25,128$85.0K0.00%––
Man Group plc24,132$82.0K0.00%––
New York State Common Retirement Fund22,500$76.0K0.00%––
Mid Atlantic Financial Management Inc22,050$75.0K0.01%––
Susquehanna International Group, LLP22,226$75.0K0.00%––
HighVista Strategies LLC19,800$67.0K0.05%––
Deutsche Bank AG18,245$62.0K0.00%––
American International Group, Inc.18,087$61.0K0.00%––
Wells Fargo & Company18,066$61.0K0.00%––
Ethic Inc.17,305$58.0K0.01%––
Wedge Capital Management L L P15,148$51.0K0.00%––
Citadel Advisors LLC14,706$50.0K0.00%––
Woodstock Corp14,496$49.0K0.01%––
BNP Paribas Arbitrage, SA14,485$49.0K0.00%––
Engineers Gate Manager LP10,450$35.0K0.00%––
Deprince Race & Zollo Inc10,000$34.0K0.00%––
Victory Capital Management Inc9,890$33.0K0.00%––
Tower Research Capital LLC (TRC)7,074$24.0K0.00%––
Bank of Montreal7,309$23.0K0.00%––
UBS Group AG6,279$22.0K0.00%––
Simplex Trading, LLC5,868$19.0K0.00%––
Atwood & Palmer Inc5,000$17.0K0.00%––
Citigroup Inc4,692$16.0K0.00%––
Ellevest, Inc.3,216$11.0K0.00%––
Legal & General Group Plc2,390$8.00K0.00%––
Total Clarity Wealth Management, Inc.2,000$7.00K0.00%––
Eaton Vance Management1,754$6.00K0.00%––
Ameritas Investment Partners, Inc.1,370$5.00K0.00%––
Captrust Financial Advisors1,439$5.00K0.00%––
Geneos Wealth Management Inc.1,800$5.00K0.00%––
Raffa Wealth Management, LLC1,281$4.33K0.00%––
TCI Wealth Advisors, Inc.1,314$4.00K0.00%––
Northwestern Mutual Wealth Management Co1,009$3.00K0.00%––
Advisor Group Holdings, Inc.806$3.00K0.00%––
US Bancorp250$1.00K0.00%––