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, Q1 2023
Institutional positions in Evolution Petroleum Corp as of Mar 31, 2023. 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
- 0 vs. Q4 2022
- Shares held
- 18.5M
- −1.46M (−7.3%) vs. Q4 2022
- Total value
- $116.7M
- −$33.8M (−22.5%) vs. Q4 2022
- New holders
- 15
- 42 more added
- Sold out
- 15
- 27 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 1,764,197 | $11.1M | 0.01% | +103,900+6.3% | Added |
| WealthTrust Axiom LLC | 1,674,393 | $10.6M | 3.60% | +7,652+0.5% | Added |
| Vanguard Group Inc | 1,310,934 | $8.27M | 0.00% | +42,779+3.4% | Added |
| River Road Asset Management, LLC | 1,202,822 | $7.59M | 0.10% | +19,462+1.6% | Added |
| Dimensional Fund Advisors LP | 1,132,981 | $7.15M | 0.00% | +85,159+8.1% | Added |
| BlackRock Inc. | 1,002,810 | $6.33M | 0.00% | −152,127−13.2% | Reduced |
| Ranger Investment Management, L.P. | 842,685 | $5.32M | 0.36% | +19,970+2.4% | Added |
| Russell Investments Group, Ltd. | 833,355 | $5.26M | 0.01% | −7,647−0.9% | Reduced |
| Deprince Race & Zollo Inc | 777,584 | $4.91M | 0.11% | −90,338−10.4% | Reduced |
| North Star Investment Management Corp. | 582,000 | $3.67M | 0.30% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 453,754 | $2.86M | 2.72% | +134,774+42.3% | Added |
| Punch & Associates Investment Management, Inc. | 444,770 | $2.81M | 0.18% | +71,150+19.0% | Added |
| Foundry Partners, LLC | 414,599 | $2.62M | 0.16% | −1,804−0.4% | Reduced |
| Grandeur Peak Global Advisors, LLC | 413,888 | $2.61M | 0.16% | +14,382+3.6% | Added |
| Millennium Management LLC | 397,149 | $2.51M | 0.00% | +337,397+564.7% | Added |
| Two Sigma Advisers, LP | 346,827 | $2.19M | 0.01% | +62,300+21.9% | Added |
| American Century Companies Inc | 309,572 | $1.94M | 0.00% | +64,854+26.5% | Added |
| Acadian Asset Management LLC | 303,514 | $1.91M | 0.01% | −483,212−61.4% | Reduced |
| Geode Capital Management, LLC | 302,933 | $1.91M | 0.00% | +29,431+10.8% | Added |
| Bank of New York Mellon Corp | 281,610 | $1.78M | 0.00% | −5,734−2.0% | Reduced |
| Citadel Advisors LLC | 275,333 | $1.74M | 0.00% | +169,639+160.5% | Added |
| Bard Associates Inc | 252,463 | $1.59M | 0.66% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 221,736 | $1.40M | 0.00% | +37,463+20.3% | Added |
| Susquehanna International Group, LLP | 220,268 | $1.39M | 0.00% | +112,620+104.6% | Added |
| Perritt Capital Management Inc | 215,115 | $1.36M | 0.76% | 00.0% | Unchanged |
| Jane Street Group, LLC | 192,654 | $1.22M | 0.00% | +168,752+706.0% | Added |
| Morgan Stanley | 181,856 | $1.15M | 0.00% | +29,581+19.4% | Added |
| Ameriprise Financial Inc | 146,191 | $922.5K | 0.00% | +120,059+459.4% | Added |
| State Street Corp | 140,835 | $888.7K | 0.00% | +8,900+6.7% | Added |
| Bridgeway Capital Management, LLC | 134,217 | $846.9K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 117,776 | $743.2K | 0.00% | +26,083+28.4% | Added |
| Northern Trust Corp | 104,104 | $656.9K | 0.00% | +1,926+1.9% | Added |
| Register Financial Advisors LLC | 97,776 | $617.0K | 0.49% | +26,894+37.9% | Added |
| LSV Asset Management | 93,400 | $589.0K | 0.00% | −4,000−4.1% | Reduced |
| LPL Financial LLC | 91,696 | $578.6K | 0.00% | −1,982−2.1% | Reduced |
| Goldman Sachs Group Inc | 84,763 | $534.9K | 0.00% | +84,763 | New |
| First Trust Advisors LP | 81,687 | $515.4K | 0.00% | −192,986−70.3% | Reduced |
| HRT Financial LP | 81,155 | $512.0K | 0.01% | +81,155 | New |
| Qube Research & Technologies Ltd | 65,598 | $413.9K | 0.00% | +29,336+80.9% | Added |
| Marshall Wace, LLP | 60,166 | $379.6K | 0.00% | −3,713−5.8% | Reduced |
| D. E. Shaw & Co., Inc. | 53,173 | $335.5K | 0.00% | −53,176−50.0% | Reduced |
| Ancora Advisors, LLC | 52,303 | $330.0K | 0.01% | 00.0% | Unchanged |
| Navellier & Associates Inc | 46,948 | $296.2K | 0.06% | −786−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 44,272 | $279.4K | 0.00% | +1,003+2.3% | Added |
| Connors Investor Services Inc | 35,800 | $226.0K | 0.03% | +2,000+5.9% | Added |
| Barclays PLC | 34,616 | $218.4K | 0.00% | +16,863+95.0% | Added |
| Algert Global LLC | 30,994 | $195.6K | 0.01% | +18,683+151.8% | Added |
| Squarepoint Ops LLC | 29,765 | $187.8K | 0.00% | +29,765 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,349 | $172.6K | 0.00% | −14,900−35.3% | Reduced |
| Man Group plc | – | $167.9K | 0.00% | – | – |
| Jump Financial, LLC | 25,871 | $163.2K | 0.01% | −6,202−19.3% | Reduced |
| 683 Capital Management, LLC | 25,146 | $158.7K | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 20,649 | $130.3K | 0.00% | −55,351−72.8% | Reduced |
| UBS Group AG | 20,153 | $127.2K | 0.00% | +14,264+242.2% | Added |
| Independent Financial Group, LLC | 19,200 | $121.2K | 0.01% | +19,200 | New |
| The PNC Financial Services Group, Inc. | 18,881 | $119.1K | 0.00% | +7,391+64.3% | Added |
| Boothbay Fund Management, LLC | 18,540 | $117.0K | 0.00% | −14,141−43.3% | Reduced |
| LMR Partners LLP | 17,900 | $112.9K | 0.00% | −6,382−26.3% | Reduced |
| Engineers Gate Manager LP | 17,400 | $109.8K | 0.00% | +687+4.1% | Added |
| Ethic Inc. | 16,466 | $103.9K | 0.00% | +1,879+12.9% | Added |
| XTX Topco Ltd | 14,844 | $93.7K | 0.02% | +14,844 | New |
| Brandywine Global Investment Management, LLC | 14,479 | $91.4K | 0.00% | +14,479 | New |
| Woodstock Corp | 13,988 | $88.3K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,500 | $85.2K | 0.00% | −500−3.6% | Reduced |
| Jefferies Financial Group Inc. | 12,910 | $81.5K | 0.00% | +12,910 | New |
| Susquehanna Fundamental Investments, LLC | 12,549 | $79.2K | 0.00% | −3,124−19.9% | Reduced |
| Gradient Investments LLC | 12,368 | $78.0K | 0.00% | +2,034+19.7% | Added |
| Lighthouse Investment Partners, LLC | 11,657 | $73.6K | 0.01% | −2,557−18.0% | Reduced |
| Thrivent Financial for Lutherans | 11,574 | $73.0K | 0.00% | +11,574 | New |
| Diametric Capital, LP | 11,521 | $72.7K | 0.03% | +11,521 | New |
| Balyasny Asset Management LLC | 11,037 | $69.6K | 0.00% | −7,548−40.6% | Reduced |
| Charles Schwab Investment Management Inc | 11,036 | $69.6K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 11,000 | $69.4K | 0.01% | −4,950−31.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,418 | $65.7K | 0.00% | −5,897−36.1% | Reduced |
| Bank of America Corp | 8,673 | $54.7K | 0.00% | +7,175+479.0% | Added |
| Tower Research Capital LLC (TRC) | 8,248 | $52.0K | 0.00% | +2,793+51.2% | Added |
| Point72 Asset Management, L.P. | 7,167 | $45.2K | 0.00% | +7,167 | New |
| Lazard Asset Management LLC | 6,756 | $42.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,325 | $39.9K | 0.02% | +2,400+61.1% | Added |
| FMR LLC | 6,288 | $39.7K | 0.00% | +20.0% | Added |
| Quantbot Technologies LP | 6,009 | $37.9K | 0.00% | −824−12.1% | Reduced |
| Copeland Capital Management, LLC | 5,728 | $36.0K | 0.00% | +1,920+50.4% | Added |
| Cubist Systematic Strategies, LLC | 5,385 | $34.0K | 0.00% | +5,385 | New |
| Atwood & Palmer Inc | 5,000 | $31.6K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 4,859 | $30.7K | 0.00% | +4,859 | New |
| Advisor Group Holdings, Inc. | 4,421 | $27.9K | 0.00% | +1,615+57.6% | Added |
| State of Wyoming | 3,691 | $23.3K | 0.01% | +3,691 | New |
| Great West Life Assurance Co | 2,559 | $16.0K | 0.00% | −118−4.4% | Reduced |
| Geneos Wealth Management Inc. | 1,800 | $11.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,214 | $8.00K | 0.00% | +1,060+688.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,009 | $6.37K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $6.31K | 0.00% | +500+100.0% | Added |
| US Bancorp | 1,000 | $6.31K | 0.00% | +1,000 | New |
| Quarry LP | 772 | $4.87K | 0.00% | −3,058−79.8% | Reduced |
| Baystate Wealth Management LLC | 669 | $4.23K | 0.00% | +12+1.8% | Added |
| Wells Fargo & Company | 213 | $1.35K | 0.00% | −1,197−84.9% | Reduced |
| Farther Finance Advisors, LLC | 206 | $1.30K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 195 | $1.23K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $631 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $631 | 0.00% | +100 | New |