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 |
|---|---|---|---|---|---|
| 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 |
| Newbridge Financial Services Group, Inc. | 400 | $2.00K | 0.00% | +400 | New |
| Advisor Group Holdings, Inc. | 806 | $4.00K | 0.00% | −2,850−78.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,009 | $6.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,220 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,800 | $9.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,989 | $16.0K | 0.00% | −14,177−82.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,095 | $22.0K | 0.00% | −1,513−27.0% | Reduced |
| 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 |
| Lazard Asset Management LLC | 5,754 | $31.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,490 | $35.0K | 0.00% | −137−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,688 | $42.0K | 0.00% | −426−5.3% | Reduced |
| Bank of America Corp | 9,977 | $54.0K | 0.00% | +9,976+997,600.0% | Added |
| 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 |
| Royal Bank of Canada | 11,800 | $64.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 13,700 | $75.0K | 0.00% | −16,500−54.6% | Reduced |
| 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 |
| BNP Paribas Arbitrage, SA | 15,209 | $83.0K | 0.00% | +10,138+199.9% | Added |
| Ethic Inc. | 16,227 | $89.0K | 0.01% | +16,227 | New |
| Hillsdale Investment Management Inc. | 17,000 | $93.0K | 0.01% | −600−3.4% | Reduced |
| Occudo Quantitative Strategies LP | 18,268 | $100.0K | 0.01% | −18,299−50.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 24,273 | $133.0K | 0.00% | +24,273 | New |
| Algert Global LLC | 27,390 | $150.0K | 0.01% | +10,300+60.3% | Added |
| Qube Research & Technologies Ltd | 30,638 | $167.0K | 0.00% | +30,638 | New |
| Raymond James & Associates | 31,281 | $171.0K | 0.00% | +17,306+123.8% | Added |
| Cubist Systematic Strategies, LLC | 35,469 | $194.0K | 0.00% | −6,079−14.6% | Reduced |
| Caxton Associates LP | 35,957 | $196.0K | 0.02% | −11,911−24.9% | Reduced |
| LMR Partners LLP | 36,886 | $201.0K | 0.00% | +36,886 | New |
| Raymond James Financial Services Advisors, Inc. | 39,239 | $214.0K | 0.00% | −745−1.9% | Reduced |
| Connors Investor Services Inc | 50,815 | $277.0K | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 51,252 | $280.0K | 0.00% | +20,658+67.5% | Added |
| Susquehanna International Group, LLP | 56,536 | $309.0K | 0.00% | +41,622+279.1% | Added |
| Man Group plc | – | $333.0K | 0.00% | – | – |
| Campbell & CO Investment Adviser LLC | 73,582 | $402.0K | 0.11% | −18,629−20.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 76,060 | $415.0K | 0.00% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 76,790 | $419.0K | 0.47% | −10,053−11.6% | Reduced |
| Goldman Sachs Group Inc | 84,338 | $460.0K | 0.00% | −152−0.2% | Reduced |
| Northern Trust Corp | 99,364 | $542.0K | 0.00% | −101−0.1% | Reduced |
| Ancora Advisors, LLC | 108,003 | $589.0K | 0.02% | +31,790+41.7% | Added |
| American Century Companies Inc | 108,746 | $594.0K | 0.00% | +42,774+64.8% | Added |
| Brandywine Global Investment Management, LLC | 113,502 | $620.0K | 0.01% | −18,400−13.9% | Reduced |
| Bridgeway Capital Management, LLC | 114,300 | $624.0K | 0.01% | −25,000−17.9% | Reduced |
| Two Sigma Investments, LP | 115,998 | $633.0K | 0.00% | −132,022−53.2% | Reduced |
| Citadel Advisors LLC | 129,647 | $708.0K | 0.00% | −31,976−19.8% | Reduced |
| State Street Corp | 138,235 | $755.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 142,300 | $777.0K | 0.00% | +49,108+52.7% | Added |
| EAM Investors, LLC | 145,356 | $794.0K | 0.19% | −92,718−38.9% | Reduced |
| Marshall Wace, LLP | 150,008 | $818.0K | 0.00% | −86,305−36.5% | Reduced |
| Yacktman Asset Management LP | 170,000 | $928.0K | 0.01% | −35,000−17.1% | Reduced |
| D. E. Shaw & Co., Inc. | 184,102 | $1.00M | 0.00% | −94,986−34.0% | Reduced |
| Millennium Management LLC | 202,039 | $1.10M | 0.00% | −151,516−42.9% | Reduced |
| Perritt Capital Management Inc | 215,682 | $1.18M | 0.71% | +5,508+2.6% | Added |
| Morgan Stanley | 258,317 | $1.41M | 0.00% | +87,274+51.0% | Added |
| Bard Associates Inc | 261,898 | $1.43M | 0.61% | +26,500+11.3% | Added |
| Bank of New York Mellon Corp | 263,122 | $1.44M | 0.00% | +48,628+22.7% | Added |
| Geode Capital Management, LLC | 265,063 | $1.45M | 0.00% | +498+0.2% | Added |
| Invesco Ltd. | 269,725 | $1.47M | 0.00% | −1,646−0.6% | Reduced |
| Two Sigma Advisers, LP | 283,527 | $1.55M | 0.00% | −9,400−3.2% | Reduced |
| Russell Investments Group, Ltd. | 394,117 | $2.15M | 0.00% | +124,631+46.2% | Added |
| Foundry Partners, LLC | 459,029 | $2.51M | 0.15% | −177,425−27.9% | Reduced |
| Grandeur Peak Global Advisors, LLC | 534,776 | $2.92M | 0.18% | −39,705−6.9% | Reduced |
| North Star Investment Management Corp. | 582,000 | $3.18M | 0.29% | −122,650−17.4% | Reduced |
| Amica Mutual Insurance Co | 625,368 | $3.42M | 0.43% | −81,869−11.6% | Reduced |
| Ranger Investment Management, L.P. | 660,326 | $3.60M | 0.27% | +660,326 | New |
| Acadian Asset Management LLC | 680,147 | $3.71M | 0.02% | +119,365+21.3% | Added |
| Deprince Race & Zollo Inc | 901,026 | $4.92M | 0.11% | +79,536+9.7% | Added |
| Dimensional Fund Advisors LP | 1,000,865 | $5.46M | 0.00% | +67,008+7.2% | Added |
| River Road Asset Management, LLC | 1,211,968 | $6.62M | 0.09% | −27,990−2.3% | Reduced |
| Vanguard Group Inc | 1,259,685 | $6.88M | 0.00% | −38,174−2.9% | Reduced |
| WealthTrust Axiom LLC | 1,615,012 | $8.82M | 3.14% | +91,536+6.0% | Added |
| Renaissance Technologies LLC | 2,059,193 | $11.2M | 0.01% | −25,220−1.2% | Reduced |
| BlackRock Inc. | 2,186,250 | $11.9M | 0.00% | −52,457−2.3% | Reduced |
| Wasatch Advisors Inc | 2,348,392 | $12.8M | 0.08% | +6,142+0.3% | Added |
| 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 |