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, Q3 2021
Institutional positions in Evolution Petroleum Corp as of Sep 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. Q2 2021
- Shares held
- 20.8M
- −582.6K (−2.7%) vs. Q2 2021
- Total value
- $118.1M
- +$12.1M (+11.4%) vs. Q2 2021
- New holders
- 11
- 19 more added
- Sold out
- 11
- 33 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,248,707 | $12.8M | 0.00% | −2,041−0.1% | Reduced |
| Renaissance Technologies LLC | 2,012,353 | $11.4M | 0.01% | −171,864−7.9% | Reduced |
| Wasatch Advisors Inc | 1,784,068 | $10.1M | 0.04% | +261,878+17.2% | Added |
| WealthTrust Axiom LLC | 1,471,662 | $8.36M | 2.83% | +21,423+1.5% | Added |
| ArrowMark Colorado Holdings LLC | 1,359,620 | $7.72M | 0.06% | −669,352−33.0% | Reduced |
| Vanguard Group Inc | 1,284,833 | $7.30M | 0.00% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 1,253,026 | $7.12M | 0.74% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 1,239,302 | $7.04M | 0.08% | −100,656−7.5% | Reduced |
| North Star Investment Management Corp. | 985,650 | $5.60M | 0.45% | +3,875+0.4% | Added |
| Dimensional Fund Advisors LP | 974,966 | $5.54M | 0.00% | −122,886−11.2% | Reduced |
| FMR LLC | 733,943 | $4.17M | 0.00% | +289,895+65.3% | Added |
| Grandeur Peak Global Advisors, LLC | 620,182 | $3.52M | 0.17% | +174,171+39.1% | Added |
| Foundry Partners, LLC | 556,137 | $3.16M | 0.11% | +104,337+23.1% | Added |
| Millennium Management LLC | 394,289 | $2.24M | 0.00% | −232,446−37.1% | Reduced |
| EAM Investors, LLC | 284,835 | $1.62M | 0.27% | +284,835 | New |
| Geode Capital Management, LLC | 282,258 | $1.60M | 0.00% | +30,391+12.1% | Added |
| Bard Associates Inc | 238,898 | $1.36M | 0.46% | +3,850+1.6% | Added |
| Yacktman Asset Management LP | 205,000 | $1.16M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 201,433 | $1.14M | 0.00% | −17,661−8.1% | Reduced |
| Perritt Capital Management Inc | 200,800 | $1.14M | 0.63% | −26,266−11.6% | Reduced |
| Bank of New York Mellon Corp | 194,317 | $1.10M | 0.00% | −2,134−1.1% | Reduced |
| Parametric Portfolio Associates LLC | 191,774 | $1.09M | 0.00% | −35,100−15.5% | Reduced |
| Amica Retiree Medical Trust | 157,411 | $894.0K | 0.81% | −47,360−23.1% | Reduced |
| Morgan Stanley | 155,610 | $884.0K | 0.00% | −35,622−18.6% | Reduced |
| Bridgeway Capital Management, LLC | 139,300 | $791.0K | 0.02% | −42,500−23.4% | Reduced |
| Brandywine Global Investment Management, LLC | 135,902 | $772.0K | 0.01% | +135,902 | New |
| Ergoteles LLC | 132,933 | $755.0K | 0.03% | −1,767−1.3% | Reduced |
| Northern Trust Corp | 102,598 | $583.0K | 0.00% | +1,007+1.0% | Added |
| State Street Corp | 102,203 | $581.0K | 0.00% | +15,476+17.8% | Added |
| Goldman Sachs Group Inc | 88,205 | $501.0K | 0.00% | −74,277−45.7% | Reduced |
| Two Sigma Advisers, LP | 88,289 | $501.0K | 0.00% | +43,662+97.8% | Added |
| HRT Financial LP | 72,047 | $409.0K | 0.00% | −34,012−32.1% | Reduced |
| Avidian Wealth Solutions, LLC | 70,000 | $398.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 62,205 | $353.0K | 0.00% | +62,205 | New |
| Campbell & CO Investment Adviser LLC | 59,255 | $337.0K | 0.11% | +21,555+57.2% | Added |
| Winton Group Ltd | 53,545 | $304.0K | 0.02% | −14,810−21.7% | Reduced |
| Man Group plc | 52,152 | $296.0K | 0.00% | +20,620+65.4% | Added |
| Connors Investor Services Inc | 50,815 | $289.0K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 48,928 | $278.0K | 0.00% | +22,739+86.8% | Added |
| American Century Companies Inc | 47,326 | $269.0K | 0.00% | +3,149+7.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 47,260 | $268.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 45,830 | $260.0K | 0.00% | −26,366−36.5% | Reduced |
| M&T Bank Corp | 31,575 | $179.0K | 0.00% | −9,535−23.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,348 | $167.0K | 0.00% | +1,000+3.5% | Added |
| Credit Suisse AG | 26,896 | $153.0K | 0.00% | −11,870−30.6% | Reduced |
| HighVista Strategies LLC | 26,066 | $148.0K | 0.10% | +6,266+31.6% | Added |
| Royal Bank of Canada | 23,000 | $131.0K | 0.00% | −2,027−8.1% | Reduced |
| Acadian Asset Management LLC | 22,073 | $124.0K | 0.00% | +22,073 | New |
| Ethic Inc. | 20,330 | $115.0K | 0.01% | −2,254−10.0% | Reduced |
| Mid Atlantic Financial Management Inc | 19,925 | $113.0K | 0.01% | −2,125−9.6% | Reduced |
| LSV Asset Management | 19,500 | $110.0K | 0.00% | +19,500 | New |
| Price T Rowe Associates Inc | 16,800 | $95.0K | 0.00% | +16,800 | New |
| Occudo Quantitative Strategies LP | 16,270 | $92.0K | 0.01% | +1,257+8.4% | Added |
| Woodstock Corp | 14,496 | $82.0K | 0.01% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 14,200 | $81.0K | 0.00% | −800−5.3% | Reduced |
| Raymond James & Associates | 13,842 | $79.0K | 0.00% | −51−0.4% | Reduced |
| Jane Street Group, LLC | 11,973 | $68.0K | 0.00% | −70,588−85.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,200 | $64.0K | 0.00% | −400−3.4% | Reduced |
| Jump Financial, LLC | 10,900 | $62.0K | 0.00% | +10,900 | New |
| Simplex Trading, LLC | 7,726 | $38.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,000 | $23.0K | 0.00% | −25−0.6% | Reduced |
| Barclays PLC | 3,790 | $22.0K | 0.00% | −7,893−67.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,848 | $16.0K | 0.00% | +400+16.3% | Added |
| Ellevest, Inc. | 2,303 | $13.0K | 0.00% | −212−8.4% | Reduced |
| TCI Wealth Advisors, Inc. | 1,888 | $11.0K | 0.00% | −56−2.9% | Reduced |
| Geneos Wealth Management Inc. | 1,800 | $10.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,266 | $7.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,200 | $7.00K | 0.00% | +1,200 | New |
| Northwestern Mutual Wealth Management Co | 1,009 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 856 | $5.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 531 | $3.02K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 436 | $2.00K | 0.00% | −13−2.9% | Reduced |
| JPMorgan Chase & Co | 154 | $1.00K | 0.00% | −49,267−99.7% | Reduced |
| US Bancorp | 250 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 236 | $1.00K | 0.00% | +236 | New |
| Aspire Private Capital, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Wolf Hill Capital Management, LP | 2,422 | – | – | +2,422 | New |
| Advisory Research Inc | 0 | $0 | 0.00% | −184,500−100.0% | Sold out |
| Tibra Equities Europe Ltd | 0 | $0 | 0.00% | −66,300−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −32,715−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −24,224−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −18,197−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,808−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −9,890−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −222−100.0% | Sold out |