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 2021
Institutional positions in Evolution Petroleum Corp as of Jun 30, 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
- 0 vs. Q1 2021
- Shares held
- 21.4M
- −1.31M (−5.8%) vs. Q1 2021
- Total value
- $106.0M
- +$29.4M (+38.3%) vs. Q1 2021
- New holders
- 16
- 23 more added
- Sold out
- 16
- 28 more reduced
Compare with Q1 2021: 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 | $96.2M |
| Q2 2025 | 109 | $91.7M |
| Q1 2025 | 112 | $100.4M |
| Q4 2024 | 113 | $100.8M |
| Q3 2024 | 114 | $99.6M |
| Q2 2024 | 102 | $100.1M |
| Q1 2024 | 103 | $118.5M |
| Q4 2023 | 109 | $116.8M |
| Q3 2023 | 117 | $139.1M |
| Q2 2023 | 113 | $165.6M |
| Q1 2023 | 102 | $116.7M |
| Q4 2022 | 102 | $150.5M |
| Q3 2022 | 96 | $142.6M |
| Q2 2022 | 81 | $116.0M |
| Q1 2022 | 87 | $147.8M |
| Q4 2021 | 75 | $107.2M |
| Q3 2021 | 78 | $118.1M |
| Q2 2021 | 78 | $106.0M |
| Q1 2021 | 78 | $76.7M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,250,748 | $11.2M | 0.00% | −1,638,186−42.1% | Reduced |
| Renaissance Technologies LLC | 2,184,217 | $10.8M | 0.01% | −293,305−11.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,028,972 | $10.1M | 0.08% | −563,029−21.7% | Reduced |
| Wasatch Advisors Inc | 1,522,190 | $7.55M | 0.03% | +1,522,190 | New |
| WealthTrust Axiom LLC | 1,450,239 | $7.19M | 2.31% | +213,967+17.3% | Added |
| River Road Asset Management, LLC | 1,339,958 | $6.65M | 0.07% | −74,500−5.3% | Reduced |
| Vanguard Group Inc | 1,284,833 | $6.37M | 0.00% | +50,477+4.1% | Added |
| Amica Mutual Insurance Co | 1,253,026 | $6.21M | 0.66% | +144,007+13.0% | Added |
| Dimensional Fund Advisors LP | 1,097,852 | $5.45M | 0.00% | −60,821−5.2% | Reduced |
| North Star Investment Management Corp. | 981,775 | $4.87M | 0.39% | +5,000+0.5% | Added |
| Millennium Management LLC | 626,735 | $3.11M | 0.00% | +556,659+794.4% | Added |
| Foundry Partners, LLC | 451,800 | $2.24M | 0.08% | −87,528−16.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 446,011 | $2.21M | 0.11% | +446,011 | New |
| FMR LLC | 444,048 | $2.20M | 0.00% | +444,048 | New |
| Geode Capital Management, LLC | 251,867 | $1.25M | 0.00% | −156,930−38.4% | Reduced |
| Bard Associates Inc | 235,048 | $1.17M | 0.38% | +28,125+13.6% | Added |
| Perritt Capital Management Inc | 227,066 | $1.13M | 0.59% | +65,766+40.8% | Added |
| Parametric Portfolio Associates LLC | 226,874 | $1.13M | 0.00% | −28,302−11.1% | Reduced |
| D. E. Shaw & Co., Inc. | 219,094 | $1.09M | 0.00% | −13,022−5.6% | Reduced |
| Yacktman Asset Management LP | 205,000 | $1.02M | 0.01% | +40,000+24.2% | Added |
| Amica Retiree Medical Trust | 204,771 | $1.02M | 0.64% | +30,049+17.2% | Added |
| Bank of New York Mellon Corp | 196,451 | $974.0K | 0.00% | −111,391−36.2% | Reduced |
| Morgan Stanley | 191,232 | $948.0K | 0.00% | +114,433+149.0% | Added |
| Advisory Research Inc | 184,500 | $915.0K | 0.06% | −1,102,581−85.7% | Reduced |
| Bridgeway Capital Management, LLC | 181,800 | $902.0K | 0.02% | +26,900+17.4% | Added |
| Goldman Sachs Group Inc | 162,482 | $806.0K | 0.00% | +71,049+77.7% | Added |
| Ergoteles LLC | 134,700 | $668.0K | 0.02% | +134,700 | New |
| HRT Financial LP | 106,059 | $526.0K | 0.00% | +106,059 | New |
| Northern Trust Corp | 101,591 | $504.0K | 0.00% | −215,298−67.9% | Reduced |
| State Street Corp | 86,727 | $430.0K | 0.00% | −429,031−83.2% | Reduced |
| Jane Street Group, LLC | 82,561 | $410.0K | 0.00% | +82,561 | New |
| Bank of America Corp | 72,196 | $358.0K | 0.00% | −27,465−27.6% | Reduced |
| Avidian Wealth Solutions, LLC | 70,000 | $347.0K | 0.03% | 00.0% | Unchanged |
| Winton Group Ltd | 68,355 | $339.0K | 0.02% | −4,080−5.6% | Reduced |
| Tibra Equities Europe Ltd | 66,300 | $329.0K | 0.10% | +66,300 | New |
| Connors Investor Services Inc | 50,815 | $252.0K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 49,421 | $245.0K | 0.00% | −117,442−70.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 47,260 | $234.0K | 0.00% | −4,800−9.2% | Reduced |
| Two Sigma Advisers, LP | 44,627 | $221.0K | 0.00% | +8,000+21.8% | Added |
| American Century Companies Inc | 44,177 | $219.0K | 0.00% | +5,553+14.4% | Added |
| M&T Bank Corp | 41,110 | $204.0K | 0.00% | −1,621−3.8% | Reduced |
| Credit Suisse AG | 38,766 | $193.0K | 0.00% | +38,766 | New |
| Campbell & CO Investment Adviser LLC | 37,700 | $187.0K | 0.08% | +37,700 | New |
| Susquehanna International Group, LLP | 32,715 | $162.0K | 0.00% | +10,489+47.2% | Added |
| Man Group plc | 31,532 | $156.0K | 0.00% | +7,400+30.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 28,348 | $141.0K | 0.00% | +3,220+12.8% | Added |
| Citadel Advisors LLC | 26,189 | $129.0K | 0.00% | +11,483+78.1% | Added |
| Royal Bank of Canada | 25,027 | $124.0K | 0.00% | −648−2.5% | Reduced |
| Marshall Wace, LLP | 24,224 | $120.0K | 0.00% | +24,224 | New |
| Ethic Inc. | 22,584 | $112.0K | 0.01% | +5,279+30.5% | Added |
| Mid Atlantic Financial Management Inc | 22,050 | $109.0K | 0.01% | 00.0% | Unchanged |
| HighVista Strategies LLC | 19,800 | $98.0K | 0.07% | 00.0% | Unchanged |
| LMR Partners LLP | 18,197 | $90.0K | 0.00% | +18,197 | New |
| Deprince Race & Zollo Inc | 15,000 | $74.0K | 0.00% | +5,000+50.0% | Added |
| Occudo Quantitative Strategies LP | 15,013 | $74.0K | 0.01% | +15,013 | New |
| Woodstock Corp | 14,496 | $72.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 13,893 | $69.0K | 0.00% | +13,893 | New |
| ExodusPoint Capital Management, LP | 12,808 | $64.0K | 0.00% | +12,808 | New |
| Barclays PLC | 11,683 | $58.0K | 0.00% | −14,261−55.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,600 | $58.0K | 0.00% | +11,600 | New |
| Victory Capital Management Inc | 9,890 | $49.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,726 | $38.0K | 0.00% | +1,858+31.7% | Added |
| Atwood & Palmer Inc | 5,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,025 | $20.0K | 0.00% | −2,254−35.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,448 | $12.0K | 0.00% | −4,626−65.4% | Reduced |
| Ellevest, Inc. | 2,515 | $12.0K | 0.00% | −701−21.8% | Reduced |
| TCI Wealth Advisors, Inc. | 1,944 | $10.0K | 0.00% | +630+47.9% | Added |
| Geneos Wealth Management Inc. | 1,800 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,281 | $6.35K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,266 | $6.00K | 0.00% | −173−12.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,138 | $6.00K | 0.00% | +1,138 | New |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 856 | $4.00K | 0.00% | +50+6.2% | Added |
| BNP Paribas Arbitrage, SA | 531 | $2.63K | 0.00% | −13,954−96.3% | Reduced |
| Wells Fargo & Company | 449 | $2.00K | 0.00% | −17,617−97.5% | Reduced |
| New York State Common Retirement Fund | 246 | $1.00K | 0.00% | −22,254−98.9% | Reduced |
| Citigroup Inc | 222 | $1.00K | 0.00% | −4,470−95.3% | Reduced |
| US Bancorp | 250 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −176,732−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −170,258−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −74,898−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −56,836−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −47,631−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −46,096−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −29,600−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −18,245−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −18,087−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −15,148−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,450−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −7,309−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |