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