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, Q2 2022
Institutional positions in Evolution Petroleum Corp as of Jun 30, 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
- 81
- −4 vs. Q1 2022
- Shares held
- 21.2M
- −440.5K (−2.0%) vs. Q1 2022
- Total value
- $116.0M
- −$30.8M (−21.0%) vs. Q1 2022
- New holders
- 7
- 21 more added
- Sold out
- 11
- 39 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 2,348,392 | $12.8M | 0.08% | +6,142+0.3% | Added |
| BlackRock Inc. | 2,186,250 | $11.9M | 0.00% | −52,457−2.3% | Reduced |
| Renaissance Technologies LLC | 2,059,193 | $11.2M | 0.01% | −25,220−1.2% | Reduced |
| WealthTrust Axiom LLC | 1,615,012 | $8.82M | 3.14% | +91,536+6.0% | Added |
| Vanguard Group Inc | 1,259,685 | $6.88M | 0.00% | −38,174−2.9% | Reduced |
| River Road Asset Management, LLC | 1,211,968 | $6.62M | 0.09% | −27,990−2.3% | Reduced |
| Dimensional Fund Advisors LP | 1,000,865 | $5.46M | 0.00% | +67,008+7.2% | Added |
| Deprince Race & Zollo Inc | 901,026 | $4.92M | 0.11% | +79,536+9.7% | Added |
| Acadian Asset Management LLC | 680,147 | $3.71M | 0.02% | +119,365+21.3% | Added |
| Ranger Investment Management, L.P. | 660,326 | $3.60M | 0.27% | +660,326 | New |
| Amica Mutual Insurance Co | 625,368 | $3.42M | 0.43% | −81,869−11.6% | Reduced |
| North Star Investment Management Corp. | 582,000 | $3.18M | 0.29% | −122,650−17.4% | Reduced |
| Grandeur Peak Global Advisors, LLC | 534,776 | $2.92M | 0.18% | −39,705−6.9% | Reduced |
| Foundry Partners, LLC | 459,029 | $2.51M | 0.15% | −177,425−27.9% | Reduced |
| Russell Investments Group, Ltd. | 394,117 | $2.15M | 0.00% | +124,631+46.2% | Added |
| Two Sigma Advisers, LP | 283,527 | $1.55M | 0.00% | −9,400−3.2% | Reduced |
| Invesco Ltd. | 269,725 | $1.47M | 0.00% | −1,646−0.6% | Reduced |
| Geode Capital Management, LLC | 265,063 | $1.45M | 0.00% | +498+0.2% | Added |
| Bank of New York Mellon Corp | 263,122 | $1.44M | 0.00% | +48,628+22.7% | Added |
| Bard Associates Inc | 261,898 | $1.43M | 0.61% | +26,500+11.3% | Added |
| Morgan Stanley | 258,317 | $1.41M | 0.00% | +87,274+51.0% | Added |
| Perritt Capital Management Inc | 215,682 | $1.18M | 0.71% | +5,508+2.6% | Added |
| Millennium Management LLC | 202,039 | $1.10M | 0.00% | −151,516−42.9% | Reduced |
| D. E. Shaw & Co., Inc. | 184,102 | $1.00M | 0.00% | −94,986−34.0% | Reduced |
| Yacktman Asset Management LP | 170,000 | $928.0K | 0.01% | −35,000−17.1% | Reduced |
| Marshall Wace, LLP | 150,008 | $818.0K | 0.00% | −86,305−36.5% | Reduced |
| EAM Investors, LLC | 145,356 | $794.0K | 0.19% | −92,718−38.9% | Reduced |
| LSV Asset Management | 142,300 | $777.0K | 0.00% | +49,108+52.7% | Added |
| State Street Corp | 138,235 | $755.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 129,647 | $708.0K | 0.00% | −31,976−19.8% | Reduced |
| Two Sigma Investments, LP | 115,998 | $633.0K | 0.00% | −132,022−53.2% | Reduced |
| Bridgeway Capital Management, LLC | 114,300 | $624.0K | 0.01% | −25,000−17.9% | Reduced |
| Brandywine Global Investment Management, LLC | 113,502 | $620.0K | 0.01% | −18,400−13.9% | Reduced |
| American Century Companies Inc | 108,746 | $594.0K | 0.00% | +42,774+64.8% | Added |
| Ancora Advisors, LLC | 108,003 | $589.0K | 0.02% | +31,790+41.7% | Added |
| Northern Trust Corp | 99,364 | $542.0K | 0.00% | −101−0.1% | Reduced |
| Goldman Sachs Group Inc | 84,338 | $460.0K | 0.00% | −152−0.2% | Reduced |
| Amica Retiree Medical Trust | 76,790 | $419.0K | 0.47% | −10,053−11.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 76,060 | $415.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 73,582 | $402.0K | 0.11% | −18,629−20.2% | Reduced |
| Man Group plc | – | $333.0K | 0.00% | – | – |
| Susquehanna International Group, LLP | 56,536 | $309.0K | 0.00% | +41,622+279.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 51,252 | $280.0K | 0.00% | +20,658+67.5% | Added |
| Connors Investor Services Inc | 50,815 | $277.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 39,239 | $214.0K | 0.00% | −745−1.9% | Reduced |
| LMR Partners LLP | 36,886 | $201.0K | 0.00% | +36,886 | New |
| Caxton Associates LP | 35,957 | $196.0K | 0.02% | −11,911−24.9% | Reduced |
| Cubist Systematic Strategies, LLC | 35,469 | $194.0K | 0.00% | −6,079−14.6% | Reduced |
| Raymond James & Associates | 31,281 | $171.0K | 0.00% | +17,306+123.8% | Added |
| Qube Research & Technologies Ltd | 30,638 | $167.0K | 0.00% | +30,638 | New |
| Algert Global LLC | 27,390 | $150.0K | 0.01% | +10,300+60.3% | Added |
| Jacobs Levy Equity Management, Inc | 24,273 | $133.0K | 0.00% | +24,273 | New |
| Occudo Quantitative Strategies LP | 18,268 | $100.0K | 0.01% | −18,299−50.0% | Reduced |
| Hillsdale Investment Management Inc. | 17,000 | $93.0K | 0.01% | −600−3.4% | Reduced |
| Ethic Inc. | 16,227 | $89.0K | 0.01% | +16,227 | New |
| BNP Paribas Arbitrage, SA | 15,209 | $83.0K | 0.00% | +10,138+199.9% | Added |
| Price T Rowe Associates Inc | 14,000 | $76.0K | 0.00% | −5,400−27.8% | Reduced |
| Woodstock Corp | 13,988 | $76.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 13,700 | $75.0K | 0.00% | −16,500−54.6% | Reduced |
| Royal Bank of Canada | 11,800 | $64.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,100 | $61.0K | 0.00% | −68,103−86.0% | Reduced |
| Charles Schwab Investment Management Inc | 11,036 | $61.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,250 | $61.0K | 0.00% | +11,250 | New |
| Bank of America Corp | 9,977 | $54.0K | 0.00% | +9,976+997,600.0% | Added |
| The PNC Financial Services Group, Inc. | 7,688 | $42.0K | 0.00% | −426−5.3% | Reduced |
| FMR LLC | 6,490 | $35.0K | 0.00% | −137−2.1% | Reduced |
| Lazard Asset Management LLC | 5,754 | $31.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 4,912 | $27.0K | 0.00% | +138+2.9% | Added |
| Tower Research Capital LLC (TRC) | 4,095 | $22.0K | 0.00% | −1,513−27.0% | Reduced |
| Group One Trading, L.P. | 2,989 | $16.0K | 0.00% | −14,177−82.6% | Reduced |
| Geneos Wealth Management Inc. | 1,800 | $9.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,220 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 806 | $4.00K | 0.00% | −2,850−78.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 400 | $2.00K | 0.00% | +400 | New |
| JPMorgan Chase & Co | 154 | $1.00K | 0.00% | −21,150−99.3% | Reduced |
| TCI Wealth Advisors, Inc. | 147 | $1.00K | 0.00% | −1,741−92.2% | Reduced |
| Wells Fargo & Company | 204 | $1.00K | 0.00% | −235−53.5% | Reduced |
| Ellevest, Inc. | 195 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Friess Associates LLC | 0 | $0 | 0.00% | −364,938−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −39,214−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −37,800−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −26,896−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −26,749−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −22,195−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −19,925−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −6,993−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |