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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 2 | $15 | 0.00% | −1,810−99.9% | Reduced |
| NewSquare Capital LLC | 80 | $604 | 0.00% | +80 | New |
| Aspire Private Capital, LLC | 100 | $755 | 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 |
| Ellevest, Inc. | 195 | $1.47K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 206 | $1.55K | 0.00% | +206 | New |
| Signaturefd, LLC | 500 | $3.77K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 657 | $5.00K | 0.00% | +657 | New |
| Group One Trading, L.P. | 833 | $6.29K | 0.00% | +833 | New |
| Northwestern Mutual Wealth Management Co | 1,009 | $7.62K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,410 | $10.6K | 0.00% | +1,204+584.5% | Added |
| Bank of America Corp | 1,498 | $11.3K | 0.00% | +32+2.2% | Added |
| Geneos Wealth Management Inc. | 1,800 | $13.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,677 | $20.0K | 0.00% | +2,677 | New |
| Advisor Group Holdings, Inc. | 2,806 | $21.0K | 0.00% | −2,568−47.8% | Reduced |
| Money Concepts Capital Corp | 3,000 | $22.6K | 0.00% | +2,000+200.0% | Added |
| Quarry LP | 3,830 | $28.9K | 0.03% | +3,830 | New |
| Copeland Capital Management, LLC | 3,808 | $29.0K | 0.00% | +55+1.5% | Added |
| Newbridge Financial Services Group, Inc. | 3,925 | $29.6K | 0.02% | +3,525+881.3% | Added |
| Atwood & Palmer Inc | 5,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,455 | $41.0K | 0.00% | −2,022−27.0% | Reduced |
| UBS Group AG | 5,889 | $44.5K | 0.00% | +3,802+182.2% | Added |
| FMR LLC | 6,286 | $47.5K | 0.00% | −96−1.5% | Reduced |
| Lazard Asset Management LLC | 6,756 | $51.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,833 | $51.6K | 0.00% | +6,833 | New |
| Gradient Investments LLC | 10,334 | $78.0K | 0.00% | +165+1.6% | Added |
| Mirabella Financial Services LLP | 10,375 | $78.3K | 0.01% | +10,375 | New |
| Corton Capital Inc. | 10,546 | $79.6K | 0.07% | −3,468−24.7% | Reduced |
| Charles Schwab Investment Management Inc | 11,036 | $83.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,490 | $86.7K | 0.00% | +3,825+49.9% | Added |
| Algert Global LLC | 12,311 | $92.9K | 0.01% | −24,960−67.0% | Reduced |
| Woodstock Corp | 13,988 | $105.6K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,000 | $105.7K | 0.00% | +14,000 | New |
| Lighthouse Investment Partners, LLC | 14,214 | $107.3K | 0.02% | +14,214 | New |
| Janus Henderson Group PLC | 14,253 | $107.6K | 0.00% | +14,253 | New |
| Ethic Inc. | 14,587 | $110.1K | 0.01% | −1,601−9.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,501 | $117.0K | 0.00% | −14,099−47.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 15,673 | $118.3K | 0.00% | −12,527−44.4% | Reduced |
| Hillsdale Investment Management Inc. | 15,950 | $120.4K | 0.01% | −1,050−6.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,315 | $123.2K | 0.00% | −8,311−33.7% | Reduced |
| Engineers Gate Manager LP | 16,713 | $126.2K | 0.01% | −17,757−51.5% | Reduced |
| Barclays PLC | 17,753 | $134.0K | 0.00% | +15,367+644.0% | Added |
| Balyasny Asset Management LLC | 18,585 | $140.3K | 0.00% | +18,585 | New |
| Quadrature Capital Ltd | 22,374 | $168.7K | 0.01% | −3,394−13.2% | Reduced |
| Occudo Quantitative Strategies LP | 23,816 | $179.8K | 0.02% | −14,684−38.1% | Reduced |
| Jane Street Group, LLC | 23,902 | $180.5K | 0.00% | −7,070−22.8% | Reduced |
| LMR Partners LLP | 24,282 | $183.3K | 0.00% | −12,604−34.2% | Reduced |
| 683 Capital Management, LLC | 25,146 | $189.9K | 0.02% | +25,146 | New |
| Man Group plc | 25,509 | $192.6K | 0.00% | −20,016−44.0% | Reduced |
| Ameriprise Financial Inc | 26,132 | $197.0K | 0.00% | +13,812+112.1% | Added |
| Jump Financial, LLC | 32,073 | $242.2K | 0.01% | +1,073+3.5% | Added |
| Boothbay Fund Management, LLC | 32,681 | $246.7K | 0.01% | +32,681 | New |
| Connors Investor Services Inc | 33,800 | $255.2K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 36,262 | $273.8K | 0.00% | +138+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,835 | $286.0K | 0.00% | +23,653+166.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 42,249 | $319.0K | 0.00% | −5,600−11.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 43,269 | $326.7K | 0.00% | +1,400+3.3% | Added |
| Invesco Ltd. | 46,903 | $354.1K | 0.00% | −237−0.5% | Reduced |
| Navellier & Associates Inc | 47,734 | $360.4K | 0.07% | +1,523+3.3% | Added |
| Ancora Advisors, LLC | 52,303 | $395.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 59,752 | $451.0K | 0.00% | −302,084−83.5% | Reduced |
| Marshall Wace, LLP | 63,879 | $482.3K | 0.00% | −79,220−55.4% | Reduced |
| Register Financial Advisors LLC | 70,882 | $535.2K | 0.34% | +70,882 | New |
| Jacobs Levy Equity Management, Inc | 76,000 | $573.8K | 0.00% | −1,301−1.7% | Reduced |
| Citigroup Inc | 91,693 | $692.3K | 0.00% | +91,693 | New |
| LPL Financial LLC | 93,678 | $707.3K | 0.00% | +451+0.5% | Added |
| LSV Asset Management | 97,400 | $735.0K | 0.00% | +10,900+12.6% | Added |
| Yacktman Asset Management LP | 100,000 | $755.0K | 0.01% | −70,000−41.2% | Reduced |
| Northern Trust Corp | 102,178 | $771.4K | 0.00% | −385−0.4% | Reduced |
| Citadel Advisors LLC | 105,694 | $798.0K | 0.00% | +68,812+186.6% | Added |
| D. E. Shaw & Co., Inc. | 106,349 | $802.9K | 0.00% | −88,047−45.3% | Reduced |
| Susquehanna International Group, LLP | 107,648 | $812.7K | 0.00% | +107,648 | New |
| State Street Corp | 131,935 | $996.1K | 0.00% | −500−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 134,217 | $1.01M | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 152,275 | $1.15M | 0.00% | −12,332−7.5% | Reduced |
| EAM Global Investors LLC | 154,519 | $1.17M | 0.30% | −40,862−20.9% | Reduced |
| Two Sigma Investments, LP | 184,273 | $1.39M | 0.00% | −28,333−13.3% | Reduced |
| Perritt Capital Management Inc | 215,115 | $1.62M | 0.93% | −267−0.1% | Reduced |
| American Century Companies Inc | 244,718 | $1.85M | 0.00% | +90,485+58.7% | Added |
| Bard Associates Inc | 252,463 | $1.91M | 0.82% | −5,000−1.9% | Reduced |
| EAM Investors, LLC | 257,952 | $1.95M | 0.40% | −87,008−25.2% | Reduced |
| Geode Capital Management, LLC | 273,502 | $2.06M | 0.00% | +9,554+3.6% | Added |
| First Trust Advisors LP | 274,673 | $2.07M | 0.00% | +193,911+240.1% | Added |
| Two Sigma Advisers, LP | 284,527 | $2.15M | 0.01% | −11,900−4.0% | Reduced |
| Bank of New York Mellon Corp | 287,344 | $2.17M | 0.00% | +18,668+6.9% | Added |
| Penn Mutual Asset Management, LLC | 318,980 | $2.41M | 2.69% | +175,712+122.6% | Added |
| Punch & Associates Investment Management, Inc. | 373,620 | $2.82M | 0.18% | +353,655+1,771.4% | Added |
| Grandeur Peak Global Advisors, LLC | 399,506 | $3.02M | 0.18% | −204,203−33.8% | Reduced |
| Foundry Partners, LLC | 416,403 | $3.14M | 0.17% | −270−0.1% | Reduced |
| North Star Investment Management Corp. | 582,000 | $4.39M | 0.39% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 786,726 | $5.94M | 0.03% | +137,471+21.2% | Added |
| Ranger Investment Management, L.P. | 822,715 | $6.21M | 0.46% | +21,849+2.7% | Added |
| Russell Investments Group, Ltd. | 841,002 | $6.35M | 0.01% | −46,259−5.2% | Reduced |
| Deprince Race & Zollo Inc | 867,922 | $6.55M | 0.15% | −4,932−0.6% | Reduced |
| Dimensional Fund Advisors LP | 1,047,822 | $7.91M | 0.00% | −650.0% | Reduced |
| BlackRock Inc. | 1,154,937 | $8.72M | 0.00% | −274,681−19.2% | Reduced |
| River Road Asset Management, LLC | 1,183,360 | $8.93M | 0.12% | −42,710−3.5% | Reduced |
| Vanguard Group Inc | 1,268,155 | $9.57M | 0.00% | +670+0.1% | Added |
| Renaissance Technologies LLC | 1,660,297 | $12.5M | 0.02% | −47,016−2.8% | Reduced |