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, Q1 2022
Institutional positions in Evolution Petroleum Corp as of Mar 31, 2022. 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
- 87
- +12 vs. Q4 2021
- Shares held
- 21.8M
- +549.0K (+2.6%) vs. Q4 2021
- Total value
- $147.8M
- +$40.6M (+37.9%) vs. Q4 2021
- New holders
- 18
- 28 more added
- Sold out
- 6
- 23 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 2,342,250 | $15.9M | 0.08% | +217,029+10.2% | Added |
| BlackRock Inc. | 2,238,707 | $15.2M | 0.00% | +5750.0% | Added |
| Renaissance Technologies LLC | 2,084,413 | $14.2M | 0.02% | −3,200−0.2% | Reduced |
| WealthTrust Axiom LLC | 1,523,476 | $10.3M | 3.23% | +35,609+2.4% | Added |
| Vanguard Group Inc | 1,297,859 | $8.81M | 0.00% | +14,825+1.2% | Added |
| River Road Asset Management, LLC | 1,239,958 | $8.42M | 0.09% | −7,036−0.6% | Reduced |
| Dimensional Fund Advisors LP | 933,857 | $6.34M | 0.00% | +34,234+3.8% | Added |
| Deprince Race & Zollo Inc | 821,490 | $5.58M | 0.11% | −42,503−4.9% | Reduced |
| Amica Mutual Insurance Co | 707,237 | $4.80M | 0.56% | −329,689−31.8% | Reduced |
| North Star Investment Management Corp. | 704,650 | $4.79M | 0.37% | −281,000−28.5% | Reduced |
| Foundry Partners, LLC | 636,454 | $4.32M | 0.22% | +98,732+18.4% | Added |
| Grandeur Peak Global Advisors, LLC | 574,481 | $3.90M | 0.18% | −36,001−5.9% | Reduced |
| Acadian Asset Management LLC | 560,782 | $3.81M | 0.02% | +368,953+192.3% | Added |
| Friess Associates LLC | 364,938 | $2.48M | 1.32% | +364,938 | New |
| Millennium Management LLC | 353,555 | $2.40M | 0.00% | −55,899−13.7% | Reduced |
| Two Sigma Advisers, LP | 292,927 | $1.99M | 0.01% | +72,600+33.0% | Added |
| D. E. Shaw & Co., Inc. | 279,088 | $1.90M | 0.00% | +6,676+2.5% | Added |
| Invesco Ltd. | 271,371 | $1.84M | 0.00% | +271,371 | New |
| Russell Investments Group, Ltd. | 269,486 | $1.83M | 0.00% | +55,154+25.7% | Added |
| Geode Capital Management, LLC | 264,565 | $1.80M | 0.00% | −17,418−6.2% | Reduced |
| Two Sigma Investments, LP | 248,020 | $1.68M | 0.01% | +117,013+89.3% | Added |
| EAM Investors, LLC | 238,074 | $1.62M | 0.30% | −38,498−13.9% | Reduced |
| Marshall Wace, LLP | 236,313 | $1.60M | 0.00% | +203,899+629.0% | Added |
| Bard Associates Inc | 235,398 | $1.60M | 0.56% | −1,000−0.4% | Reduced |
| Bank of New York Mellon Corp | 214,494 | $1.46M | 0.00% | +2,763+1.3% | Added |
| Perritt Capital Management Inc | 210,174 | $1.43M | 0.77% | −493−0.2% | Reduced |
| Yacktman Asset Management LP | 205,000 | $1.39M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 171,043 | $1.16M | 0.00% | +27,672+19.3% | Added |
| Citadel Advisors LLC | 161,623 | $1.10M | 0.00% | +21,736+15.5% | Added |
| Bridgeway Capital Management, LLC | 139,300 | $946.0K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 138,235 | $939.0K | 0.00% | +8,332+6.4% | Added |
| Brandywine Global Investment Management, LLC | 131,902 | $896.0K | 0.01% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 117,053 | $795.0K | 0.00% | −6,746−5.4% | Reduced |
| Northern Trust Corp | 99,465 | $676.0K | 0.00% | −5,007−4.8% | Reduced |
| LSV Asset Management | 93,192 | $633.0K | 0.00% | +58,133+165.8% | Added |
| Campbell & CO Investment Adviser LLC | 92,211 | $626.0K | 0.17% | +25,111+37.4% | Added |
| Man Group plc | 88,302 | $599.0K | 0.00% | +10,150+13.0% | Added |
| Amica Retiree Medical Trust | 86,843 | $590.0K | 0.55% | −34,956−28.7% | Reduced |
| Goldman Sachs Group Inc | 84,490 | $574.0K | 0.00% | −1,059−1.2% | Reduced |
| Engineers Gate Manager LP | 79,203 | $538.0K | 0.02% | +79,203 | New |
| Ancora Advisors, LLC | 76,213 | $518.0K | 0.01% | +23,910+45.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 76,060 | $516.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 65,972 | $448.0K | 0.00% | +16,729+34.0% | Added |
| Connors Investor Services Inc | 50,815 | $345.0K | 0.04% | 00.0% | Unchanged |
| Caxton Associates LP | 47,868 | $325.0K | 0.03% | +47,868 | New |
| Cubist Systematic Strategies, LLC | 41,548 | $282.0K | 0.00% | +41,548 | New |
| Raymond James Financial Services Advisors, Inc. | 39,984 | $271.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 39,214 | $266.0K | 0.00% | +39,214 | New |
| Bailard, Inc. | 37,800 | $257.0K | 0.01% | +37,800 | New |
| Occudo Quantitative Strategies LP | 36,567 | $248.0K | 0.02% | +14,504+65.7% | Added |
| Jump Financial, LLC | 32,000 | $217.0K | 0.01% | +10,174+46.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 30,594 | $208.0K | 0.00% | +30,594 | New |
| Schonfeld Strategic Advisors LLC | 30,200 | $205.0K | 0.00% | +30,200 | New |
| Barclays PLC | 26,896 | $183.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 26,749 | $182.0K | 0.00% | +26,749 | New |
| Mirabella Financial Services LLP | 22,195 | $151.0K | 0.02% | +22,195 | New |
| JPMorgan Chase & Co | 21,304 | $145.0K | 0.00% | +11,643+120.5% | Added |
| GWM Advisors LLC | 19,925 | $135.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 19,400 | $132.0K | 0.00% | −400−2.0% | Reduced |
| Hillsdale Investment Management Inc. | 17,600 | $120.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 17,381 | $118.0K | 0.00% | +17,381 | New |
| Group One Trading, L.P. | 17,166 | $117.0K | 0.00% | +17,166 | New |
| Algert Global LLC | 17,090 | $116.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,914 | $101.0K | 0.00% | +14,914 | New |
| Raymond James & Associates | 13,975 | $95.0K | 0.00% | −80,129−85.1% | Reduced |
| Woodstock Corp | 13,988 | $95.0K | 0.01% | −508−3.5% | Reduced |
| Royal Bank of Canada | 11,800 | $80.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 11,036 | $75.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,114 | $55.0K | 0.00% | +8,114 | New |
| FMR LLC | 6,627 | $45.0K | 0.00% | −913,460−99.3% | Reduced |
| Lazard Asset Management LLC | 5,754 | $39.0K | 0.00% | +5,754 | New |
| Tower Research Capital LLC (TRC) | 5,608 | $38.0K | 0.00% | +1,947+53.2% | Added |
| BNP Paribas Arbitrage, SA | 5,071 | $34.4K | 0.00% | +5,069+253,450.0% | Added |
| Atwood & Palmer Inc | 5,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 4,774 | $32.0K | 0.00% | −1,270−21.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,656 | $25.0K | 0.00% | +1,800+97.0% | Added |
| Money Concepts Capital Corp | 2,000 | $14.0K | 0.00% | +2,000 | New |
| TCI Wealth Advisors, Inc. | 1,888 | $13.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,800 | $12.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,220 | $8.00K | 0.00% | −46−3.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,009 | $7.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 706 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 439 | $3.00K | 0.00% | +3+0.7% | Added |
| Ellevest, Inc. | 195 | $1.00K | 0.00% | −798−80.4% | Reduced |
| Aspire Private Capital, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1 | $0 | 0.00% | −8,981−100.0% | Reduced |
| Aaron Wealth Advisors | 6,993 | – | – | +6,993 | New |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,620−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −19,898−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −250−100.0% | Sold out |