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, Q4 2021
Institutional positions in Evolution Petroleum Corp as of Dec 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
- 75
- −2 vs. Q3 2021
- Shares held
- 21.2M
- +443.9K (+2.1%) vs. Q3 2021
- Total value
- $107.2M
- −$10.8M (−9.2%) vs. Q3 2021
- New holders
- 10
- 30 more added
- Sold out
- 12
- 20 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,238,132 | $11.3M | 0.00% | −10,575−0.5% | Reduced |
| Wasatch Advisors Inc | 2,125,221 | $10.7M | 0.04% | +341,153+19.1% | Added |
| Renaissance Technologies LLC | 2,087,613 | $10.5M | 0.01% | +75,260+3.7% | Added |
| WealthTrust Axiom LLC | 1,487,867 | $7.51M | 2.40% | +16,205+1.1% | Added |
| Vanguard Group Inc | 1,283,034 | $6.48M | 0.00% | −1,799−0.1% | Reduced |
| River Road Asset Management, LLC | 1,246,994 | $6.30M | 0.07% | +7,692+0.6% | Added |
| Amica Mutual Insurance Co | 1,036,926 | $5.24M | 0.44% | −216,100−17.2% | Reduced |
| North Star Investment Management Corp. | 985,650 | $4.98M | 0.35% | 00.0% | Unchanged |
| FMR LLC | 920,087 | $4.65M | 0.00% | +186,144+25.4% | Added |
| Dimensional Fund Advisors LP | 899,623 | $4.54M | 0.00% | −75,343−7.7% | Reduced |
| Deprince Race & Zollo Inc | 863,993 | $4.36M | 0.11% | +849,793+5,984.5% | Added |
| Grandeur Peak Global Advisors, LLC | 610,482 | $3.08M | 0.14% | −9,700−1.6% | Reduced |
| Foundry Partners, LLC | 537,722 | $2.71M | 0.10% | −18,415−3.3% | Reduced |
| Millennium Management LLC | 409,454 | $2.07M | 0.00% | +15,165+3.8% | Added |
| Geode Capital Management, LLC | 281,983 | $1.42M | 0.00% | −275−0.1% | Reduced |
| EAM Investors, LLC | 276,572 | $1.40M | 0.23% | −8,263−2.9% | Reduced |
| D. E. Shaw & Co., Inc. | 272,412 | $1.38M | 0.00% | +70,979+35.2% | Added |
| Bard Associates Inc | 236,398 | $1.19M | 0.39% | −2,500−1.0% | Reduced |
| Two Sigma Advisers, LP | 220,327 | $1.11M | 0.00% | +132,038+149.6% | Added |
| Russell Investments Group, Ltd. | 214,332 | $1.08M | 0.00% | +214,332 | New |
| Bank of New York Mellon Corp | 211,731 | $1.07M | 0.00% | +17,414+9.0% | Added |
| Perritt Capital Management Inc | 210,667 | $1.06M | 0.55% | +9,867+4.9% | Added |
| Yacktman Asset Management LP | 205,000 | $1.03M | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 191,829 | $967.0K | 0.00% | +169,756+769.1% | Added |
| Morgan Stanley | 143,371 | $725.0K | 0.00% | −12,239−7.9% | Reduced |
| Citadel Advisors LLC | 139,887 | $706.0K | 0.00% | +90,959+185.9% | Added |
| Bridgeway Capital Management, LLC | 139,300 | $703.0K | 0.01% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 131,902 | $666.0K | 0.00% | −4,000−2.9% | Reduced |
| Two Sigma Investments, LP | 131,007 | $662.0K | 0.00% | +68,802+110.6% | Added |
| State Street Corp | 129,903 | $656.0K | 0.00% | +27,700+27.1% | Added |
| Parametric Portfolio Associates LLC | 123,799 | $625.0K | 0.00% | −67,975−35.4% | Reduced |
| Amica Retiree Medical Trust | 121,799 | $615.0K | 0.52% | −35,612−22.6% | Reduced |
| Northern Trust Corp | 104,472 | $528.0K | 0.00% | +1,874+1.8% | Added |
| Raymond James & Associates | 94,104 | $475.0K | 0.00% | +80,262+579.8% | Added |
| Goldman Sachs Group Inc | 85,549 | $432.0K | 0.00% | −2,656−3.0% | Reduced |
| Man Group plc | 78,152 | $395.0K | 0.00% | +26,000+49.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 76,060 | $384.0K | 0.00% | +28,800+60.9% | Added |
| Avidian Wealth Solutions, LLC | 70,000 | $354.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 67,100 | $339.0K | 0.12% | +7,845+13.2% | Added |
| Ancora Advisors, LLC | 52,303 | $264.0K | 0.01% | +52,303 | New |
| Connors Investor Services Inc | 50,815 | $257.0K | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 49,243 | $249.0K | 0.00% | +1,917+4.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 39,984 | $202.0K | 0.00% | +10,636+36.2% | Added |
| LSV Asset Management | 35,059 | $177.0K | 0.00% | +15,559+79.8% | Added |
| Marshall Wace, LLP | 32,414 | $164.0K | 0.00% | +32,414 | New |
| Barclays PLC | 26,896 | $136.0K | 0.00% | +23,106+609.7% | Added |
| Occudo Quantitative Strategies LP | 22,063 | $111.0K | 0.01% | +5,793+35.6% | Added |
| Jump Financial, LLC | 21,826 | $110.0K | 0.01% | +10,926+100.2% | Added |
| Virtu Financial LLC | 21,620 | $109.0K | 0.01% | +21,620 | New |
| GWM Advisors LLC | 19,925 | $101.0K | 0.00% | +19,925 | New |
| Ethic Inc. | 19,898 | $100.0K | 0.01% | −432−2.1% | Reduced |
| Price T Rowe Associates Inc | 19,800 | $100.0K | 0.00% | +3,000+17.9% | Added |
| Hillsdale Investment Management Inc. | 17,600 | $89.0K | 0.01% | +17,600 | New |
| Algert Global LLC | 17,090 | $86.0K | 0.01% | +17,090 | New |
| Woodstock Corp | 14,496 | $73.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,800 | $60.0K | 0.00% | −11,200−48.7% | Reduced |
| Charles Schwab Investment Management Inc | 11,036 | $56.0K | 0.00% | +11,036 | New |
| JPMorgan Chase & Co | 9,661 | $49.0K | 0.00% | +9,507+6,173.4% | Added |
| Bank of America Corp | 8,982 | $45.0K | 0.00% | −36,848−80.4% | Reduced |
| Copeland Capital Management, LLC | 6,044 | $31.0K | 0.00% | +6,044 | New |
| Atwood & Palmer Inc | 5,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,661 | $19.0K | 0.00% | +813+28.5% | Added |
| TCI Wealth Advisors, Inc. | 1,888 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,800 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,856 | $9.00K | 0.00% | +1,000+116.8% | Added |
| Captrust Financial Advisors | 1,266 | $6.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,200 | $6.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 895 | $5.00K | 0.00% | −3,105−77.6% | Reduced |
| Ellevest, Inc. | 993 | $5.00K | 0.00% | −1,310−56.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 706 | $4.00K | 0.00% | +706 | New |
| Wells Fargo & Company | 436 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 250 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2 | $10 | 0.00% | −529−99.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −1,359,620−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −132,933−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −72,047−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −53,545−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −31,575−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −26,896−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −26,066−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,973−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,726−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |