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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 2 | $10 | 0.00% | −529−99.6% | Reduced |
| US Bancorp | 250 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 436 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 706 | $4.00K | 0.00% | +706 | New |
| 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 |
| 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 |
| 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 |
| TCI Wealth Advisors, Inc. | 1,888 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,661 | $19.0K | 0.00% | +813+28.5% | Added |
| Atwood & Palmer Inc | 5,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 6,044 | $31.0K | 0.00% | +6,044 | New |
| Bank of America Corp | 8,982 | $45.0K | 0.00% | −36,848−80.4% | Reduced |
| JPMorgan Chase & Co | 9,661 | $49.0K | 0.00% | +9,507+6,173.4% | Added |
| Charles Schwab Investment Management Inc | 11,036 | $56.0K | 0.00% | +11,036 | New |
| Royal Bank of Canada | 11,800 | $60.0K | 0.00% | −11,200−48.7% | Reduced |
| Woodstock Corp | 14,496 | $73.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 17,090 | $86.0K | 0.01% | +17,090 | New |
| Hillsdale Investment Management Inc. | 17,600 | $89.0K | 0.01% | +17,600 | 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 |
| GWM Advisors LLC | 19,925 | $101.0K | 0.00% | +19,925 | New |
| Virtu Financial LLC | 21,620 | $109.0K | 0.01% | +21,620 | New |
| Jump Financial, LLC | 21,826 | $110.0K | 0.01% | +10,926+100.2% | Added |
| Occudo Quantitative Strategies LP | 22,063 | $111.0K | 0.01% | +5,793+35.6% | Added |
| Barclays PLC | 26,896 | $136.0K | 0.00% | +23,106+609.7% | Added |
| Marshall Wace, LLP | 32,414 | $164.0K | 0.00% | +32,414 | New |
| LSV Asset Management | 35,059 | $177.0K | 0.00% | +15,559+79.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 39,984 | $202.0K | 0.00% | +10,636+36.2% | Added |
| American Century Companies Inc | 49,243 | $249.0K | 0.00% | +1,917+4.1% | Added |
| Connors Investor Services Inc | 50,815 | $257.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 52,303 | $264.0K | 0.01% | +52,303 | New |
| Campbell & CO Investment Adviser LLC | 67,100 | $339.0K | 0.12% | +7,845+13.2% | Added |
| Avidian Wealth Solutions, LLC | 70,000 | $354.0K | 0.02% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 76,060 | $384.0K | 0.00% | +28,800+60.9% | Added |
| Man Group plc | 78,152 | $395.0K | 0.00% | +26,000+49.9% | Added |
| Goldman Sachs Group Inc | 85,549 | $432.0K | 0.00% | −2,656−3.0% | Reduced |
| Raymond James & Associates | 94,104 | $475.0K | 0.00% | +80,262+579.8% | Added |
| Northern Trust Corp | 104,472 | $528.0K | 0.00% | +1,874+1.8% | Added |
| Amica Retiree Medical Trust | 121,799 | $615.0K | 0.52% | −35,612−22.6% | Reduced |
| Parametric Portfolio Associates LLC | 123,799 | $625.0K | 0.00% | −67,975−35.4% | Reduced |
| State Street Corp | 129,903 | $656.0K | 0.00% | +27,700+27.1% | Added |
| Two Sigma Investments, LP | 131,007 | $662.0K | 0.00% | +68,802+110.6% | Added |
| Brandywine Global Investment Management, LLC | 131,902 | $666.0K | 0.00% | −4,000−2.9% | Reduced |
| Bridgeway Capital Management, LLC | 139,300 | $703.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 139,887 | $706.0K | 0.00% | +90,959+185.9% | Added |
| Morgan Stanley | 143,371 | $725.0K | 0.00% | −12,239−7.9% | Reduced |
| Acadian Asset Management LLC | 191,829 | $967.0K | 0.00% | +169,756+769.1% | Added |
| Yacktman Asset Management LP | 205,000 | $1.03M | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 210,667 | $1.06M | 0.55% | +9,867+4.9% | Added |
| Bank of New York Mellon Corp | 211,731 | $1.07M | 0.00% | +17,414+9.0% | Added |
| Russell Investments Group, Ltd. | 214,332 | $1.08M | 0.00% | +214,332 | New |
| Two Sigma Advisers, LP | 220,327 | $1.11M | 0.00% | +132,038+149.6% | Added |
| Bard Associates Inc | 236,398 | $1.19M | 0.39% | −2,500−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 272,412 | $1.38M | 0.00% | +70,979+35.2% | Added |
| EAM Investors, LLC | 276,572 | $1.40M | 0.23% | −8,263−2.9% | Reduced |
| Geode Capital Management, LLC | 281,983 | $1.42M | 0.00% | −275−0.1% | Reduced |
| Millennium Management LLC | 409,454 | $2.07M | 0.00% | +15,165+3.8% | Added |
| Foundry Partners, LLC | 537,722 | $2.71M | 0.10% | −18,415−3.3% | Reduced |
| Grandeur Peak Global Advisors, LLC | 610,482 | $3.08M | 0.14% | −9,700−1.6% | Reduced |
| Deprince Race & Zollo Inc | 863,993 | $4.36M | 0.11% | +849,793+5,984.5% | Added |
| Dimensional Fund Advisors LP | 899,623 | $4.54M | 0.00% | −75,343−7.7% | Reduced |
| FMR LLC | 920,087 | $4.65M | 0.00% | +186,144+25.4% | Added |
| North Star Investment Management Corp. | 985,650 | $4.98M | 0.35% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 1,036,926 | $5.24M | 0.44% | −216,100−17.2% | Reduced |
| River Road Asset Management, LLC | 1,246,994 | $6.30M | 0.07% | +7,692+0.6% | Added |
| Vanguard Group Inc | 1,283,034 | $6.48M | 0.00% | −1,799−0.1% | Reduced |
| WealthTrust Axiom LLC | 1,487,867 | $7.51M | 2.40% | +16,205+1.1% | Added |
| Renaissance Technologies LLC | 2,087,613 | $10.5M | 0.01% | +75,260+3.7% | Added |
| Wasatch Advisors Inc | 2,125,221 | $10.7M | 0.04% | +341,153+19.1% | Added |
| BlackRock Inc. | 2,238,132 | $11.3M | 0.00% | −10,575−0.5% | 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 |