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, Q4 2022
Institutional positions in Evolution Petroleum Corp as of Dec 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
- 102
- +6 vs. Q3 2022
- Shares held
- 19.9M
- −558.8K (−2.7%) vs. Q3 2022
- Total value
- $150.5M
- +$7.88M (+5.5%) vs. Q3 2022
- New holders
- 17
- 28 more added
- Sold out
- 11
- 43 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 1,725,391 | $13.0M | 0.09% | −325,162−15.9% | Reduced |
| WealthTrust Axiom LLC | 1,666,741 | $12.6M | 4.39% | +3680.0% | Added |
| Renaissance Technologies LLC | 1,660,297 | $12.5M | 0.02% | −47,016−2.8% | Reduced |
| Vanguard Group Inc | 1,268,155 | $9.57M | 0.00% | +670+0.1% | Added |
| River Road Asset Management, LLC | 1,183,360 | $8.93M | 0.12% | −42,710−3.5% | Reduced |
| BlackRock Inc. | 1,154,937 | $8.72M | 0.00% | −274,681−19.2% | Reduced |
| Dimensional Fund Advisors LP | 1,047,822 | $7.91M | 0.00% | −650.0% | Reduced |
| Deprince Race & Zollo Inc | 867,922 | $6.55M | 0.15% | −4,932−0.6% | Reduced |
| Russell Investments Group, Ltd. | 841,002 | $6.35M | 0.01% | −46,259−5.2% | Reduced |
| Ranger Investment Management, L.P. | 822,715 | $6.21M | 0.46% | +21,849+2.7% | Added |
| Acadian Asset Management LLC | 786,726 | $5.94M | 0.03% | +137,471+21.2% | Added |
| North Star Investment Management Corp. | 582,000 | $4.39M | 0.39% | 00.0% | Unchanged |
| Foundry Partners, LLC | 416,403 | $3.14M | 0.17% | −270−0.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 399,506 | $3.02M | 0.18% | −204,203−33.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 373,620 | $2.82M | 0.18% | +353,655+1,771.4% | Added |
| Penn Mutual Asset Management, LLC | 318,980 | $2.41M | 2.69% | +175,712+122.6% | Added |
| Bank of New York Mellon Corp | 287,344 | $2.17M | 0.00% | +18,668+6.9% | Added |
| Two Sigma Advisers, LP | 284,527 | $2.15M | 0.01% | −11,900−4.0% | Reduced |
| First Trust Advisors LP | 274,673 | $2.07M | 0.00% | +193,911+240.1% | Added |
| Geode Capital Management, LLC | 273,502 | $2.06M | 0.00% | +9,554+3.6% | Added |
| EAM Investors, LLC | 257,952 | $1.95M | 0.40% | −87,008−25.2% | Reduced |
| Bard Associates Inc | 252,463 | $1.91M | 0.82% | −5,000−1.9% | Reduced |
| American Century Companies Inc | 244,718 | $1.85M | 0.00% | +90,485+58.7% | Added |
| Perritt Capital Management Inc | 215,115 | $1.62M | 0.93% | −267−0.1% | Reduced |
| Two Sigma Investments, LP | 184,273 | $1.39M | 0.00% | −28,333−13.3% | Reduced |
| EAM Global Investors LLC | 154,519 | $1.17M | 0.30% | −40,862−20.9% | Reduced |
| Morgan Stanley | 152,275 | $1.15M | 0.00% | −12,332−7.5% | Reduced |
| Bridgeway Capital Management, LLC | 134,217 | $1.01M | 0.03% | 00.0% | Unchanged |
| State Street Corp | 131,935 | $996.1K | 0.00% | −500−0.4% | Reduced |
| Susquehanna International Group, LLP | 107,648 | $812.7K | 0.00% | +107,648 | New |
| D. E. Shaw & Co., Inc. | 106,349 | $802.9K | 0.00% | −88,047−45.3% | Reduced |
| Citadel Advisors LLC | 105,694 | $798.0K | 0.00% | +68,812+186.6% | Added |
| Northern Trust Corp | 102,178 | $771.4K | 0.00% | −385−0.4% | Reduced |
| Yacktman Asset Management LP | 100,000 | $755.0K | 0.01% | −70,000−41.2% | Reduced |
| LSV Asset Management | 97,400 | $735.0K | 0.00% | +10,900+12.6% | Added |
| LPL Financial LLC | 93,678 | $707.3K | 0.00% | +451+0.5% | Added |
| Citigroup Inc | 91,693 | $692.3K | 0.00% | +91,693 | New |
| Jacobs Levy Equity Management, Inc | 76,000 | $573.8K | 0.00% | −1,301−1.7% | Reduced |
| Register Financial Advisors LLC | 70,882 | $535.2K | 0.34% | +70,882 | New |
| Marshall Wace, LLP | 63,879 | $482.3K | 0.00% | −79,220−55.4% | Reduced |
| Millennium Management LLC | 59,752 | $451.0K | 0.00% | −302,084−83.5% | Reduced |
| Ancora Advisors, LLC | 52,303 | $395.0K | 0.01% | 00.0% | Unchanged |
| Navellier & Associates Inc | 47,734 | $360.4K | 0.07% | +1,523+3.3% | Added |
| Invesco Ltd. | 46,903 | $354.1K | 0.00% | −237−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 43,269 | $326.7K | 0.00% | +1,400+3.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 42,249 | $319.0K | 0.00% | −5,600−11.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,835 | $286.0K | 0.00% | +23,653+166.8% | Added |
| Qube Research & Technologies Ltd | 36,262 | $273.8K | 0.00% | +138+0.4% | Added |
| Connors Investor Services Inc | 33,800 | $255.2K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 32,681 | $246.7K | 0.01% | +32,681 | New |
| Jump Financial, LLC | 32,073 | $242.2K | 0.01% | +1,073+3.5% | Added |
| Ameriprise Financial Inc | 26,132 | $197.0K | 0.00% | +13,812+112.1% | Added |
| Man Group plc | 25,509 | $192.6K | 0.00% | −20,016−44.0% | Reduced |
| 683 Capital Management, LLC | 25,146 | $189.9K | 0.02% | +25,146 | New |
| LMR Partners LLP | 24,282 | $183.3K | 0.00% | −12,604−34.2% | Reduced |
| Jane Street Group, LLC | 23,902 | $180.5K | 0.00% | −7,070−22.8% | Reduced |
| Occudo Quantitative Strategies LP | 23,816 | $179.8K | 0.02% | −14,684−38.1% | Reduced |
| Quadrature Capital Ltd | 22,374 | $168.7K | 0.01% | −3,394−13.2% | Reduced |
| Balyasny Asset Management LLC | 18,585 | $140.3K | 0.00% | +18,585 | New |
| Barclays PLC | 17,753 | $134.0K | 0.00% | +15,367+644.0% | Added |
| Engineers Gate Manager LP | 16,713 | $126.2K | 0.01% | −17,757−51.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,315 | $123.2K | 0.00% | −8,311−33.7% | Reduced |
| Hillsdale Investment Management Inc. | 15,950 | $120.4K | 0.01% | −1,050−6.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 15,673 | $118.3K | 0.00% | −12,527−44.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,501 | $117.0K | 0.00% | −14,099−47.6% | Reduced |
| Ethic Inc. | 14,587 | $110.1K | 0.01% | −1,601−9.9% | Reduced |
| Janus Henderson Group PLC | 14,253 | $107.6K | 0.00% | +14,253 | New |
| Lighthouse Investment Partners, LLC | 14,214 | $107.3K | 0.02% | +14,214 | New |
| D.A. Davidson & Co. | 14,000 | $105.7K | 0.00% | +14,000 | New |
| Woodstock Corp | 13,988 | $105.6K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 12,311 | $92.9K | 0.01% | −24,960−67.0% | Reduced |
| The PNC Financial Services Group, Inc. | 11,490 | $86.7K | 0.00% | +3,825+49.9% | Added |
| Charles Schwab Investment Management Inc | 11,036 | $83.3K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 10,546 | $79.6K | 0.07% | −3,468−24.7% | Reduced |
| Mirabella Financial Services LLP | 10,375 | $78.3K | 0.01% | +10,375 | New |
| Gradient Investments LLC | 10,334 | $78.0K | 0.00% | +165+1.6% | Added |
| Quantbot Technologies LP | 6,833 | $51.6K | 0.00% | +6,833 | New |
| Lazard Asset Management LLC | 6,756 | $51.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,286 | $47.5K | 0.00% | −96−1.5% | Reduced |
| UBS Group AG | 5,889 | $44.5K | 0.00% | +3,802+182.2% | Added |
| Tower Research Capital LLC (TRC) | 5,455 | $41.0K | 0.00% | −2,022−27.0% | Reduced |
| Atwood & Palmer Inc | 5,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,925 | $29.6K | 0.02% | +3,525+881.3% | Added |
| Copeland Capital Management, LLC | 3,808 | $29.0K | 0.00% | +55+1.5% | Added |
| Quarry LP | 3,830 | $28.9K | 0.03% | +3,830 | New |
| Money Concepts Capital Corp | 3,000 | $22.6K | 0.00% | +2,000+200.0% | Added |
| Advisor Group Holdings, Inc. | 2,806 | $21.0K | 0.00% | −2,568−47.8% | Reduced |
| Great West Life Assurance Co | 2,677 | $20.0K | 0.00% | +2,677 | New |
| Geneos Wealth Management Inc. | 1,800 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,498 | $11.3K | 0.00% | +32+2.2% | Added |
| Wells Fargo & Company | 1,410 | $10.6K | 0.00% | +1,204+584.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,009 | $7.62K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 833 | $6.29K | 0.00% | +833 | New |
| Baystate Wealth Management LLC | 657 | $5.00K | 0.00% | +657 | New |
| Signaturefd, LLC | 500 | $3.77K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 206 | $1.55K | 0.00% | +206 | New |
| Ellevest, Inc. | 195 | $1.47K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 107 | $1.00K | 0.00% | −11,801−99.1% | Reduced |
| JPMorgan Chase & Co | 154 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $755 | 0.00% | 00.0% | Unchanged |