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 |
|---|---|---|---|---|---|
| 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 |
| Wells Fargo & Company | 449 | $2.00K | 0.00% | −17,617−97.5% | Reduced |
| BNP Paribas Arbitrage, SA | 531 | $2.63K | 0.00% | −13,954−96.3% | Reduced |
| Advisor Group Holdings, Inc. | 856 | $4.00K | 0.00% | +50+6.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.00K | 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 |
| Raffa Wealth Management, LLC | 1,281 | $6.35K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,800 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,944 | $10.0K | 0.00% | +630+47.9% | Added |
| 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 |
| UBS Group AG | 4,025 | $20.0K | 0.00% | −2,254−35.9% | Reduced |
| Atwood & Palmer Inc | 5,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,726 | $38.0K | 0.00% | +1,858+31.7% | Added |
| Victory Capital Management Inc | 9,890 | $49.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| ExodusPoint Capital Management, LP | 12,808 | $64.0K | 0.00% | +12,808 | New |
| Raymond James & Associates | 13,893 | $69.0K | 0.00% | +13,893 | New |
| Woodstock Corp | 14,496 | $72.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| LMR Partners LLP | 18,197 | $90.0K | 0.00% | +18,197 | New |
| HighVista Strategies LLC | 19,800 | $98.0K | 0.07% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 22,050 | $109.0K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 22,584 | $112.0K | 0.01% | +5,279+30.5% | Added |
| Marshall Wace, LLP | 24,224 | $120.0K | 0.00% | +24,224 | New |
| Royal Bank of Canada | 25,027 | $124.0K | 0.00% | −648−2.5% | Reduced |
| Citadel Advisors LLC | 26,189 | $129.0K | 0.00% | +11,483+78.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 28,348 | $141.0K | 0.00% | +3,220+12.8% | Added |
| Man Group plc | 31,532 | $156.0K | 0.00% | +7,400+30.7% | Added |
| Susquehanna International Group, LLP | 32,715 | $162.0K | 0.00% | +10,489+47.2% | Added |
| Campbell & CO Investment Adviser LLC | 37,700 | $187.0K | 0.08% | +37,700 | New |
| Credit Suisse AG | 38,766 | $193.0K | 0.00% | +38,766 | New |
| M&T Bank Corp | 41,110 | $204.0K | 0.00% | −1,621−3.8% | Reduced |
| American Century Companies Inc | 44,177 | $219.0K | 0.00% | +5,553+14.4% | Added |
| Two Sigma Advisers, LP | 44,627 | $221.0K | 0.00% | +8,000+21.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 47,260 | $234.0K | 0.00% | −4,800−9.2% | Reduced |
| JPMorgan Chase & Co | 49,421 | $245.0K | 0.00% | −117,442−70.4% | Reduced |
| Connors Investor Services Inc | 50,815 | $252.0K | 0.03% | 00.0% | Unchanged |
| Tibra Equities Europe Ltd | 66,300 | $329.0K | 0.10% | +66,300 | New |
| Winton Group Ltd | 68,355 | $339.0K | 0.02% | −4,080−5.6% | Reduced |
| Avidian Wealth Solutions, LLC | 70,000 | $347.0K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 72,196 | $358.0K | 0.00% | −27,465−27.6% | Reduced |
| Jane Street Group, LLC | 82,561 | $410.0K | 0.00% | +82,561 | New |
| State Street Corp | 86,727 | $430.0K | 0.00% | −429,031−83.2% | Reduced |
| Northern Trust Corp | 101,591 | $504.0K | 0.00% | −215,298−67.9% | Reduced |
| HRT Financial LP | 106,059 | $526.0K | 0.00% | +106,059 | New |
| Ergoteles LLC | 134,700 | $668.0K | 0.02% | +134,700 | New |
| Goldman Sachs Group Inc | 162,482 | $806.0K | 0.00% | +71,049+77.7% | Added |
| Bridgeway Capital Management, LLC | 181,800 | $902.0K | 0.02% | +26,900+17.4% | Added |
| Advisory Research Inc | 184,500 | $915.0K | 0.06% | −1,102,581−85.7% | Reduced |
| Morgan Stanley | 191,232 | $948.0K | 0.00% | +114,433+149.0% | Added |
| Bank of New York Mellon Corp | 196,451 | $974.0K | 0.00% | −111,391−36.2% | Reduced |
| Amica Retiree Medical Trust | 204,771 | $1.02M | 0.64% | +30,049+17.2% | Added |
| Yacktman Asset Management LP | 205,000 | $1.02M | 0.01% | +40,000+24.2% | Added |
| D. E. Shaw & Co., Inc. | 219,094 | $1.09M | 0.00% | −13,022−5.6% | Reduced |
| Parametric Portfolio Associates LLC | 226,874 | $1.13M | 0.00% | −28,302−11.1% | Reduced |
| Perritt Capital Management Inc | 227,066 | $1.13M | 0.59% | +65,766+40.8% | Added |
| Bard Associates Inc | 235,048 | $1.17M | 0.38% | +28,125+13.6% | Added |
| Geode Capital Management, LLC | 251,867 | $1.25M | 0.00% | −156,930−38.4% | Reduced |
| FMR LLC | 444,048 | $2.20M | 0.00% | +444,048 | New |
| Grandeur Peak Global Advisors, LLC | 446,011 | $2.21M | 0.11% | +446,011 | New |
| Foundry Partners, LLC | 451,800 | $2.24M | 0.08% | −87,528−16.2% | Reduced |
| Millennium Management LLC | 626,735 | $3.11M | 0.00% | +556,659+794.4% | Added |
| North Star Investment Management Corp. | 981,775 | $4.87M | 0.39% | +5,000+0.5% | Added |
| Dimensional Fund Advisors LP | 1,097,852 | $5.45M | 0.00% | −60,821−5.2% | Reduced |
| Amica Mutual Insurance Co | 1,253,026 | $6.21M | 0.66% | +144,007+13.0% | Added |
| Vanguard Group Inc | 1,284,833 | $6.37M | 0.00% | +50,477+4.1% | Added |
| River Road Asset Management, LLC | 1,339,958 | $6.65M | 0.07% | −74,500−5.3% | Reduced |
| WealthTrust Axiom LLC | 1,450,239 | $7.19M | 2.31% | +213,967+17.3% | Added |
| Wasatch Advisors Inc | 1,522,190 | $7.55M | 0.03% | +1,522,190 | New |
| ArrowMark Colorado Holdings LLC | 2,028,972 | $10.1M | 0.08% | −563,029−21.7% | Reduced |
| Renaissance Technologies LLC | 2,184,217 | $10.8M | 0.01% | −293,305−11.8% | Reduced |
| BlackRock Inc. | 2,250,748 | $11.2M | 0.00% | −1,638,186−42.1% | Reduced |
| 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 |