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, Q3 2022
Institutional positions in Evolution Petroleum Corp as of Sep 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
- 96
- +15 vs. Q2 2022
- Shares held
- 20.5M
- −702.3K (−3.3%) vs. Q2 2022
- Total value
- $142.6M
- +$26.6M (+22.9%) vs. Q2 2022
- New holders
- 26
- 29 more added
- Sold out
- 11
- 27 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 2,050,553 | $14.3M | 0.10% | −297,839−12.7% | Reduced |
| Renaissance Technologies LLC | 1,707,313 | $11.9M | 0.02% | −351,880−17.1% | Reduced |
| WealthTrust Axiom LLC | 1,666,373 | $11.6M | 4.42% | +51,361+3.2% | Added |
| BlackRock Inc. | 1,429,618 | $9.95M | 0.00% | −756,632−34.6% | Reduced |
| Vanguard Group Inc | 1,267,485 | $8.82M | 0.00% | +7,800+0.6% | Added |
| River Road Asset Management, LLC | 1,226,070 | $8.53M | 0.13% | +14,102+1.2% | Added |
| Dimensional Fund Advisors LP | 1,047,887 | $7.29M | 0.00% | +47,022+4.7% | Added |
| Russell Investments Group, Ltd. | 887,261 | $6.17M | 0.01% | +493,144+125.1% | Added |
| Deprince Race & Zollo Inc | 872,854 | $6.08M | 0.16% | −28,172−3.1% | Reduced |
| Ranger Investment Management, L.P. | 800,866 | $5.57M | 0.44% | +140,540+21.3% | Added |
| Acadian Asset Management LLC | 649,255 | $4.52M | 0.02% | −30,892−4.5% | Reduced |
| Grandeur Peak Global Advisors, LLC | 603,709 | $4.20M | 0.26% | +68,933+12.9% | Added |
| North Star Investment Management Corp. | 582,000 | $4.05M | 0.40% | 00.0% | Unchanged |
| Foundry Partners, LLC | 416,673 | $2.90M | 0.18% | −42,356−9.2% | Reduced |
| Millennium Management LLC | 361,836 | $2.52M | 0.00% | +159,797+79.1% | Added |
| EAM Investors, LLC | 344,960 | $2.40M | 0.52% | +199,604+137.3% | Added |
| Two Sigma Advisers, LP | 296,427 | $2.06M | 0.01% | +12,900+4.5% | Added |
| Bank of New York Mellon Corp | 268,676 | $1.87M | 0.00% | +5,554+2.1% | Added |
| Geode Capital Management, LLC | 263,948 | $1.84M | 0.00% | −1,115−0.4% | Reduced |
| Bard Associates Inc | 257,463 | $1.79M | 0.81% | −4,435−1.7% | Reduced |
| Perritt Capital Management Inc | 215,382 | $1.50M | 0.96% | −300−0.1% | Reduced |
| Two Sigma Investments, LP | 212,606 | $1.48M | 0.01% | +96,608+83.3% | Added |
| EAM Global Investors LLC | 195,381 | $1.36M | 0.36% | +195,381 | New |
| D. E. Shaw & Co., Inc. | 194,396 | $1.35M | 0.00% | +10,294+5.6% | Added |
| Yacktman Asset Management LP | 170,000 | $1.18M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 164,607 | $1.15M | 0.00% | −93,710−36.3% | Reduced |
| American Century Companies Inc | 154,233 | $1.07M | 0.00% | +45,487+41.8% | Added |
| Penn Mutual Asset Management, LLC | 143,268 | $997.0K | 1.30% | +143,268 | New |
| Marshall Wace, LLP | 143,099 | $996.0K | 0.00% | −6,909−4.6% | Reduced |
| Bridgeway Capital Management, LLC | 134,217 | $934.0K | 0.03% | +19,917+17.4% | Added |
| State Street Corp | 132,435 | $922.0K | 0.00% | −5,800−4.2% | Reduced |
| Northern Trust Corp | 102,563 | $714.0K | 0.00% | +3,199+3.2% | Added |
| LPL Financial LLC | 93,227 | $649.0K | 0.00% | +81,977+728.7% | Added |
| LSV Asset Management | 86,500 | $602.0K | 0.00% | −55,800−39.2% | Reduced |
| First Trust Advisors LP | 80,762 | $562.0K | 0.00% | +80,762 | New |
| Jacobs Levy Equity Management, Inc | 77,301 | $538.0K | 0.00% | +53,028+218.5% | Added |
| Silverleafe Capital Partners, LLC | 69,500 | $484.0K | 0.31% | +69,500 | New |
| Ancora Advisors, LLC | 52,303 | $364.0K | 0.01% | −55,700−51.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 47,849 | $333.0K | 0.00% | −28,211−37.1% | Reduced |
| Invesco Ltd. | 47,140 | $328.0K | 0.00% | −222,585−82.5% | Reduced |
| Navellier & Associates Inc | 46,211 | $322.0K | 0.07% | +46,211 | New |
| Man Group plc | 45,525 | $317.0K | 0.00% | – | – |
| Campbell & CO Investment Adviser LLC | 44,892 | $312.0K | 0.07% | −28,690−39.0% | Reduced |
| Goldman Sachs Group Inc | 43,294 | $301.0K | 0.00% | −41,044−48.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 41,869 | $291.0K | 0.00% | +2,630+6.7% | Added |
| Occudo Quantitative Strategies LP | 38,500 | $268.0K | 0.02% | +20,232+110.8% | Added |
| Algert Global LLC | 37,271 | $259.0K | 0.02% | +9,881+36.1% | Added |
| Citadel Advisors LLC | 36,882 | $257.0K | 0.00% | −92,765−71.6% | Reduced |
| LMR Partners LLP | 36,886 | $257.0K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 36,124 | $251.0K | 0.00% | +5,486+17.9% | Added |
| Engineers Gate Manager LP | 34,470 | $240.0K | 0.01% | +23,370+210.5% | Added |
| Connors Investor Services Inc | 33,800 | $235.0K | 0.03% | −17,015−33.5% | Reduced |
| Jane Street Group, LLC | 30,972 | $216.0K | 0.00% | +30,972 | New |
| Jump Financial, LLC | 31,000 | $216.0K | 0.01% | +31,000 | New |
| Schonfeld Strategic Advisors LLC | 29,600 | $205.0K | 0.00% | +15,900+116.1% | Added |
| Susquehanna Fundamental Investments, LLC | 28,200 | $196.0K | 0.00% | +28,200 | New |
| XTX Topco Ltd | 26,107 | $182.0K | 0.05% | +26,107 | New |
| Quadrature Capital Ltd | 25,768 | $179.0K | 0.01% | +25,768 | New |
| O'Shaughnessy Asset Management, LLC | 24,626 | $171.0K | 0.00% | +24,626 | New |
| Virtu Financial LLC | 23,503 | $164.0K | 0.02% | +23,503 | New |
| Caxton Associates LP | 23,410 | $163.0K | 0.03% | −12,547−34.9% | Reduced |
| HRT Financial LP | 23,315 | $162.0K | 0.00% | +23,315 | New |
| Punch & Associates Investment Management, Inc. | 19,965 | $139.0K | 0.01% | +19,965 | New |
| Hillsdale Investment Management Inc. | 17,000 | $118.0K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 16,188 | $113.0K | 0.01% | −39−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,182 | $99.0K | 0.00% | +14,182 | New |
| Delphia (USA) Inc. | 14,275 | $99.0K | 0.11% | +14,275 | New |
| Corton Capital Inc. | 14,014 | $98.0K | 0.12% | +14,014 | New |
| Woodstock Corp | 13,988 | $97.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,320 | $86.0K | 0.00% | +12,320 | New |
| Royal Bank of Canada | 11,908 | $83.0K | 0.00% | +108+0.9% | Added |
| Charles Schwab Investment Management Inc | 11,036 | $77.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10,169 | $71.0K | 0.00% | +10,169 | New |
| Ritholtz Wealth Management | 10,167 | $71.0K | 0.00% | +10,167 | New |
| PEAK6 Investments LLC | 9,265 | $64.0K | 0.00% | +9,265 | New |
| The PNC Financial Services Group, Inc. | 7,665 | $53.0K | 0.00% | −23−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 7,477 | $52.0K | 0.00% | +3,382+82.6% | Added |
| Lazard Asset Management LLC | 6,756 | $47.0K | 0.00% | +1,002+17.4% | Added |
| FMR LLC | 6,382 | $44.0K | 0.00% | −108−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 5,374 | $37.0K | 0.00% | +4,568+566.7% | Added |
| Atwood & Palmer Inc | 5,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 3,753 | $26.0K | 0.00% | −1,159−23.6% | Reduced |
| Barclays PLC | 2,386 | $17.0K | 0.00% | +2,386 | New |
| UBS Group AG | 2,087 | $14.0K | 0.00% | +2,087 | New |
| BNP Paribas Arbitrage, SA | 1,812 | $12.6K | 0.00% | −13,397−88.1% | Reduced |
| Geneos Wealth Management Inc. | 1,800 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,466 | $10.0K | 0.00% | −8,511−85.3% | Reduced |
| Cutler Group LP | 1,576 | $10.0K | 0.00% | +1,576 | New |
| Northwestern Mutual Wealth Management Co | 1,009 | $7.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,000 | $7.00K | 0.00% | +1,000 | New |
| Newbridge Financial Services Group, Inc. | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 500 | $3.00K | 0.00% | +500 | New |
| JPMorgan Chase & Co | 154 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 206 | $1.00K | 0.00% | +2+1.0% | Added |
| Ellevest, Inc. | 195 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −625,368−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −113,502−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −76,790−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −56,536−100.0% | Sold out |