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