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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 2 | $13 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 80 | $505 | 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 |
| Ellevest, Inc. | 195 | $1.23K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 206 | $1.30K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 213 | $1.35K | 0.00% | −1,197−84.9% | Reduced |
| Baystate Wealth Management LLC | 669 | $4.23K | 0.00% | +12+1.8% | Added |
| Quarry LP | 772 | $4.87K | 0.00% | −3,058−79.8% | Reduced |
| Signaturefd, LLC | 1,000 | $6.31K | 0.00% | +500+100.0% | Added |
| US Bancorp | 1,000 | $6.31K | 0.00% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 1,009 | $6.37K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,214 | $8.00K | 0.00% | +1,060+688.3% | Added |
| Geneos Wealth Management Inc. | 1,800 | $11.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,559 | $16.0K | 0.00% | −118−4.4% | Reduced |
| State of Wyoming | 3,691 | $23.3K | 0.01% | +3,691 | New |
| Advisor Group Holdings, Inc. | 4,421 | $27.9K | 0.00% | +1,615+57.6% | Added |
| Point72 Middle East FZE | 4,859 | $30.7K | 0.00% | +4,859 | New |
| Atwood & Palmer Inc | 5,000 | $31.6K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,385 | $34.0K | 0.00% | +5,385 | New |
| Copeland Capital Management, LLC | 5,728 | $36.0K | 0.00% | +1,920+50.4% | Added |
| Quantbot Technologies LP | 6,009 | $37.9K | 0.00% | −824−12.1% | Reduced |
| FMR LLC | 6,288 | $39.7K | 0.00% | +20.0% | Added |
| Newbridge Financial Services Group, Inc. | 6,325 | $39.9K | 0.02% | +2,400+61.1% | Added |
| Lazard Asset Management LLC | 6,756 | $42.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 7,167 | $45.2K | 0.00% | +7,167 | New |
| Tower Research Capital LLC (TRC) | 8,248 | $52.0K | 0.00% | +2,793+51.2% | Added |
| Bank of America Corp | 8,673 | $54.7K | 0.00% | +7,175+479.0% | Added |
| O'Shaughnessy Asset Management, LLC | 10,418 | $65.7K | 0.00% | −5,897−36.1% | Reduced |
| Hillsdale Investment Management Inc. | 11,000 | $69.4K | 0.01% | −4,950−31.0% | Reduced |
| Charles Schwab Investment Management Inc | 11,036 | $69.6K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 11,037 | $69.6K | 0.00% | −7,548−40.6% | Reduced |
| Diametric Capital, LP | 11,521 | $72.7K | 0.03% | +11,521 | New |
| Thrivent Financial for Lutherans | 11,574 | $73.0K | 0.00% | +11,574 | New |
| Lighthouse Investment Partners, LLC | 11,657 | $73.6K | 0.01% | −2,557−18.0% | Reduced |
| Gradient Investments LLC | 12,368 | $78.0K | 0.00% | +2,034+19.7% | Added |
| Susquehanna Fundamental Investments, LLC | 12,549 | $79.2K | 0.00% | −3,124−19.9% | Reduced |
| Jefferies Financial Group Inc. | 12,910 | $81.5K | 0.00% | +12,910 | New |
| D.A. Davidson & Co. | 13,500 | $85.2K | 0.00% | −500−3.6% | Reduced |
| Woodstock Corp | 13,988 | $88.3K | 0.01% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 14,479 | $91.4K | 0.00% | +14,479 | New |
| XTX Topco Ltd | 14,844 | $93.7K | 0.02% | +14,844 | New |
| Ethic Inc. | 16,466 | $103.9K | 0.00% | +1,879+12.9% | Added |
| Engineers Gate Manager LP | 17,400 | $109.8K | 0.00% | +687+4.1% | Added |
| LMR Partners LLP | 17,900 | $112.9K | 0.00% | −6,382−26.3% | Reduced |
| Boothbay Fund Management, LLC | 18,540 | $117.0K | 0.00% | −14,141−43.3% | Reduced |
| The PNC Financial Services Group, Inc. | 18,881 | $119.1K | 0.00% | +7,391+64.3% | Added |
| Independent Financial Group, LLC | 19,200 | $121.2K | 0.01% | +19,200 | New |
| UBS Group AG | 20,153 | $127.2K | 0.00% | +14,264+242.2% | Added |
| Jacobs Levy Equity Management, Inc | 20,649 | $130.3K | 0.00% | −55,351−72.8% | Reduced |
| 683 Capital Management, LLC | 25,146 | $158.7K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 25,871 | $163.2K | 0.01% | −6,202−19.3% | Reduced |
| Man Group plc | – | $167.9K | 0.00% | – | – |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,349 | $172.6K | 0.00% | −14,900−35.3% | Reduced |
| Squarepoint Ops LLC | 29,765 | $187.8K | 0.00% | +29,765 | New |
| Algert Global LLC | 30,994 | $195.6K | 0.01% | +18,683+151.8% | Added |
| Barclays PLC | 34,616 | $218.4K | 0.00% | +16,863+95.0% | Added |
| Connors Investor Services Inc | 35,800 | $226.0K | 0.03% | +2,000+5.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 44,272 | $279.4K | 0.00% | +1,003+2.3% | Added |
| Navellier & Associates Inc | 46,948 | $296.2K | 0.06% | −786−1.6% | Reduced |
| Ancora Advisors, LLC | 52,303 | $330.0K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 53,173 | $335.5K | 0.00% | −53,176−50.0% | Reduced |
| Marshall Wace, LLP | 60,166 | $379.6K | 0.00% | −3,713−5.8% | Reduced |
| Qube Research & Technologies Ltd | 65,598 | $413.9K | 0.00% | +29,336+80.9% | Added |
| HRT Financial LP | 81,155 | $512.0K | 0.01% | +81,155 | New |
| First Trust Advisors LP | 81,687 | $515.4K | 0.00% | −192,986−70.3% | Reduced |
| Goldman Sachs Group Inc | 84,763 | $534.9K | 0.00% | +84,763 | New |
| LPL Financial LLC | 91,696 | $578.6K | 0.00% | −1,982−2.1% | Reduced |
| LSV Asset Management | 93,400 | $589.0K | 0.00% | −4,000−4.1% | Reduced |
| Register Financial Advisors LLC | 97,776 | $617.0K | 0.49% | +26,894+37.9% | Added |
| Northern Trust Corp | 104,104 | $656.9K | 0.00% | +1,926+1.9% | Added |
| Citigroup Inc | 117,776 | $743.2K | 0.00% | +26,083+28.4% | Added |
| Bridgeway Capital Management, LLC | 134,217 | $846.9K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 140,835 | $888.7K | 0.00% | +8,900+6.7% | Added |
| Ameriprise Financial Inc | 146,191 | $922.5K | 0.00% | +120,059+459.4% | Added |
| Morgan Stanley | 181,856 | $1.15M | 0.00% | +29,581+19.4% | Added |
| Jane Street Group, LLC | 192,654 | $1.22M | 0.00% | +168,752+706.0% | Added |
| Perritt Capital Management Inc | 215,115 | $1.36M | 0.76% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 220,268 | $1.39M | 0.00% | +112,620+104.6% | Added |
| Two Sigma Investments, LP | 221,736 | $1.40M | 0.00% | +37,463+20.3% | Added |
| Bard Associates Inc | 252,463 | $1.59M | 0.66% | 00.0% | Unchanged |
| Citadel Advisors LLC | 275,333 | $1.74M | 0.00% | +169,639+160.5% | Added |
| Bank of New York Mellon Corp | 281,610 | $1.78M | 0.00% | −5,734−2.0% | Reduced |
| Geode Capital Management, LLC | 302,933 | $1.91M | 0.00% | +29,431+10.8% | Added |
| Acadian Asset Management LLC | 303,514 | $1.91M | 0.01% | −483,212−61.4% | Reduced |
| American Century Companies Inc | 309,572 | $1.94M | 0.00% | +64,854+26.5% | Added |
| Two Sigma Advisers, LP | 346,827 | $2.19M | 0.01% | +62,300+21.9% | Added |
| Millennium Management LLC | 397,149 | $2.51M | 0.00% | +337,397+564.7% | Added |
| Grandeur Peak Global Advisors, LLC | 413,888 | $2.61M | 0.16% | +14,382+3.6% | Added |
| Foundry Partners, LLC | 414,599 | $2.62M | 0.16% | −1,804−0.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 444,770 | $2.81M | 0.18% | +71,150+19.0% | Added |
| Penn Mutual Asset Management, LLC | 453,754 | $2.86M | 2.72% | +134,774+42.3% | Added |
| North Star Investment Management Corp. | 582,000 | $3.67M | 0.30% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 777,584 | $4.91M | 0.11% | −90,338−10.4% | Reduced |
| Russell Investments Group, Ltd. | 833,355 | $5.26M | 0.01% | −7,647−0.9% | Reduced |
| Ranger Investment Management, L.P. | 842,685 | $5.32M | 0.36% | +19,970+2.4% | Added |
| BlackRock Inc. | 1,002,810 | $6.33M | 0.00% | −152,127−13.2% | Reduced |
| Dimensional Fund Advisors LP | 1,132,981 | $7.15M | 0.00% | +85,159+8.1% | Added |
| River Road Asset Management, LLC | 1,202,822 | $7.59M | 0.10% | +19,462+1.6% | Added |
| Vanguard Group Inc | 1,310,934 | $8.27M | 0.00% | +42,779+3.4% | Added |