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 |
|---|---|---|---|---|---|
| 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 |
| Wells Fargo & Company | 436 | $2.00K | 0.00% | −13−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 531 | $3.02K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 856 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $6.00K | 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 |
| Geneos Wealth Management Inc. | 1,800 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,888 | $11.0K | 0.00% | −56−2.9% | Reduced |
| Ellevest, Inc. | 2,303 | $13.0K | 0.00% | −212−8.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,848 | $16.0K | 0.00% | +400+16.3% | Added |
| Barclays PLC | 3,790 | $22.0K | 0.00% | −7,893−67.6% | Reduced |
| UBS Group AG | 4,000 | $23.0K | 0.00% | −25−0.6% | Reduced |
| Atwood & Palmer Inc | 5,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,726 | $38.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,900 | $62.0K | 0.00% | +10,900 | New |
| Schonfeld Strategic Advisors LLC | 11,200 | $64.0K | 0.00% | −400−3.4% | Reduced |
| Jane Street Group, LLC | 11,973 | $68.0K | 0.00% | −70,588−85.5% | Reduced |
| Raymond James & Associates | 13,842 | $79.0K | 0.00% | −51−0.4% | Reduced |
| Deprince Race & Zollo Inc | 14,200 | $81.0K | 0.00% | −800−5.3% | Reduced |
| Woodstock Corp | 14,496 | $82.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 16,270 | $92.0K | 0.01% | +1,257+8.4% | Added |
| Price T Rowe Associates Inc | 16,800 | $95.0K | 0.00% | +16,800 | New |
| LSV Asset Management | 19,500 | $110.0K | 0.00% | +19,500 | New |
| Mid Atlantic Financial Management Inc | 19,925 | $113.0K | 0.01% | −2,125−9.6% | Reduced |
| Ethic Inc. | 20,330 | $115.0K | 0.01% | −2,254−10.0% | Reduced |
| Acadian Asset Management LLC | 22,073 | $124.0K | 0.00% | +22,073 | New |
| Royal Bank of Canada | 23,000 | $131.0K | 0.00% | −2,027−8.1% | Reduced |
| HighVista Strategies LLC | 26,066 | $148.0K | 0.10% | +6,266+31.6% | Added |
| Credit Suisse AG | 26,896 | $153.0K | 0.00% | −11,870−30.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,348 | $167.0K | 0.00% | +1,000+3.5% | Added |
| M&T Bank Corp | 31,575 | $179.0K | 0.00% | −9,535−23.2% | Reduced |
| Bank of America Corp | 45,830 | $260.0K | 0.00% | −26,366−36.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 47,260 | $268.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 47,326 | $269.0K | 0.00% | +3,149+7.1% | Added |
| Citadel Advisors LLC | 48,928 | $278.0K | 0.00% | +22,739+86.8% | Added |
| Connors Investor Services Inc | 50,815 | $289.0K | 0.03% | 00.0% | Unchanged |
| Man Group plc | 52,152 | $296.0K | 0.00% | +20,620+65.4% | Added |
| Winton Group Ltd | 53,545 | $304.0K | 0.02% | −14,810−21.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 59,255 | $337.0K | 0.11% | +21,555+57.2% | Added |
| Two Sigma Investments, LP | 62,205 | $353.0K | 0.00% | +62,205 | New |
| Avidian Wealth Solutions, LLC | 70,000 | $398.0K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 72,047 | $409.0K | 0.00% | −34,012−32.1% | Reduced |
| 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 |
| State Street Corp | 102,203 | $581.0K | 0.00% | +15,476+17.8% | Added |
| Northern Trust Corp | 102,598 | $583.0K | 0.00% | +1,007+1.0% | Added |
| Ergoteles LLC | 132,933 | $755.0K | 0.03% | −1,767−1.3% | Reduced |
| Brandywine Global Investment Management, LLC | 135,902 | $772.0K | 0.01% | +135,902 | New |
| Bridgeway Capital Management, LLC | 139,300 | $791.0K | 0.02% | −42,500−23.4% | Reduced |
| Morgan Stanley | 155,610 | $884.0K | 0.00% | −35,622−18.6% | Reduced |
| Amica Retiree Medical Trust | 157,411 | $894.0K | 0.81% | −47,360−23.1% | Reduced |
| Parametric Portfolio Associates LLC | 191,774 | $1.09M | 0.00% | −35,100−15.5% | Reduced |
| Bank of New York Mellon Corp | 194,317 | $1.10M | 0.00% | −2,134−1.1% | Reduced |
| Perritt Capital Management Inc | 200,800 | $1.14M | 0.63% | −26,266−11.6% | Reduced |
| D. E. Shaw & Co., Inc. | 201,433 | $1.14M | 0.00% | −17,661−8.1% | Reduced |
| Yacktman Asset Management LP | 205,000 | $1.16M | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 238,898 | $1.36M | 0.46% | +3,850+1.6% | Added |
| Geode Capital Management, LLC | 282,258 | $1.60M | 0.00% | +30,391+12.1% | Added |
| EAM Investors, LLC | 284,835 | $1.62M | 0.27% | +284,835 | New |
| Millennium Management LLC | 394,289 | $2.24M | 0.00% | −232,446−37.1% | Reduced |
| Foundry Partners, LLC | 556,137 | $3.16M | 0.11% | +104,337+23.1% | Added |
| Grandeur Peak Global Advisors, LLC | 620,182 | $3.52M | 0.17% | +174,171+39.1% | Added |
| FMR LLC | 733,943 | $4.17M | 0.00% | +289,895+65.3% | Added |
| Dimensional Fund Advisors LP | 974,966 | $5.54M | 0.00% | −122,886−11.2% | Reduced |
| North Star Investment Management Corp. | 985,650 | $5.60M | 0.45% | +3,875+0.4% | Added |
| River Road Asset Management, LLC | 1,239,302 | $7.04M | 0.08% | −100,656−7.5% | Reduced |
| Amica Mutual Insurance Co | 1,253,026 | $7.12M | 0.74% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,284,833 | $7.30M | 0.00% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 1,359,620 | $7.72M | 0.06% | −669,352−33.0% | Reduced |
| WealthTrust Axiom LLC | 1,471,662 | $8.36M | 2.83% | +21,423+1.5% | Added |
| Wasatch Advisors Inc | 1,784,068 | $10.1M | 0.04% | +261,878+17.2% | Added |
| Renaissance Technologies LLC | 2,012,353 | $11.4M | 0.01% | −171,864−7.9% | Reduced |
| BlackRock Inc. | 2,248,707 | $12.8M | 0.00% | −2,041−0.1% | Reduced |
| 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 |