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, Q2 2023
Institutional positions in Evolution Petroleum Corp as of Jun 30, 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
- 113
- +11 vs. Q1 2023
- Shares held
- 20.5M
- +2.05M (+11.1%) vs. Q1 2023
- Total value
- $165.6M
- +$48.9M (+41.9%) vs. Q1 2023
- New holders
- 37
- 33 more added
- Sold out
- 26
- 24 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,791,264 | $22.5M | 0.00% | +1,788,454+178.3% | Added |
| WealthTrust Axiom LLC | 1,654,020 | $13.3M | 4.43% | −20,373−1.2% | Reduced |
| Vanguard Group Inc | 1,547,115 | $12.5M | 0.00% | +236,181+18.0% | Added |
| Renaissance Technologies LLC | 1,539,384 | $12.4M | 0.02% | −224,813−12.7% | Reduced |
| Dimensional Fund Advisors LP | 1,224,386 | $9.88M | 0.00% | +91,405+8.1% | Added |
| River Road Asset Management, LLC | 1,202,822 | $9.71M | 0.13% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 916,722 | $7.40M | 0.45% | +74,037+8.8% | Added |
| Russell Investments Group, Ltd. | 637,558 | $5.15M | 0.01% | −195,797−23.5% | Reduced |
| Geode Capital Management, LLC | 627,671 | $5.07M | 0.00% | +324,738+107.2% | Added |
| North Star Investment Management Corp. | 578,440 | $4.67M | 0.38% | −3,560−0.6% | Reduced |
| Penn Mutual Asset Management, LLC | 538,754 | $4.35M | 3.92% | +85,000+18.7% | Added |
| State Street Corp | 481,954 | $3.89M | 0.00% | +341,119+242.2% | Added |
| Punch & Associates Investment Management, Inc. | 444,770 | $3.59M | 0.22% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 407,846 | $3.29M | 0.00% | +407,846 | New |
| Foundry Partners, LLC | 407,033 | $3.28M | 0.20% | −7,566−1.8% | Reduced |
| Morgan Stanley | 388,391 | $3.13M | 0.00% | +206,535+113.6% | Added |
| Bank of New York Mellon Corp | 353,751 | $2.85M | 0.00% | +72,141+25.6% | Added |
| American Century Companies Inc | 340,473 | $2.75M | 0.00% | +30,901+10.0% | Added |
| Two Sigma Advisers, LP | 335,027 | $2.70M | 0.01% | −11,800−3.4% | Reduced |
| Northern Trust Corp | 317,252 | $2.56M | 0.00% | +213,148+204.7% | Added |
| Bard Associates Inc | 252,463 | $2.04M | 0.79% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 215,115 | $1.74M | 0.95% | 00.0% | Unchanged |
| LSV Asset Management | 208,100 | $1.68M | 0.00% | +114,700+122.8% | Added |
| Acadian Asset Management LLC | 196,929 | $1.59M | 0.01% | −106,585−35.1% | Reduced |
| Two Sigma Investments, LP | 189,323 | $1.53M | 0.00% | −32,413−14.6% | Reduced |
| Ameriprise Financial Inc | 149,055 | $1.20M | 0.00% | +2,864+2.0% | Added |
| Marshall Wace, LLP | 134,557 | $1.09M | 0.00% | +74,391+123.6% | Added |
| Bridgeway Capital Management, LLC | 134,217 | $1.08M | 0.03% | 00.0% | Unchanged |
| Man Group plc | 130,383 | $1.05M | 0.00% | – | – |
| Nuveen Asset Management, LLC | 117,091 | $944.9K | 0.00% | +117,091 | New |
| Register Financial Advisors LLC | 103,359 | $834.1K | 0.60% | +5,583+5.7% | Added |
| LPL Financial LLC | 102,048 | $823.5K | 0.00% | +10,352+11.3% | Added |
| Campbell & CO Investment Adviser LLC | 98,396 | $794.1K | 0.14% | +98,396 | New |
| Susquehanna International Group, LLP | 96,402 | $778.0K | 0.00% | −123,866−56.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 88,988 | $718.1K | 0.05% | −324,900−78.5% | Reduced |
| Charles Schwab Investment Management Inc | 87,524 | $706.3K | 0.00% | +76,488+693.1% | Added |
| First Trust Advisors LP | 81,205 | $655.3K | 0.00% | −482−0.6% | Reduced |
| Deprince Race & Zollo Inc | 77,203 | $623.0K | 0.01% | −700,381−90.1% | Reduced |
| CWM Advisors, LLC | 71,641 | $578.1K | 0.07% | +71,641 | New |
| STRS Ohio | 69,200 | $558.0K | 0.00% | +69,200 | New |
| Citadel Advisors LLC | 60,836 | $490.9K | 0.00% | −214,497−77.9% | Reduced |
| State Board of Administration of Florida Retirement System | 52,734 | $425.6K | 0.00% | +52,734 | New |
| New York State Common Retirement Fund | 48,400 | $390.6K | 0.00% | +48,400 | New |
| Navellier & Associates Inc | 47,932 | $386.8K | 0.08% | +984+2.1% | Added |
| Algert Global LLC | 46,974 | $379.1K | 0.02% | +15,980+51.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 46,380 | $374.3K | 0.00% | +2,108+4.8% | Added |
| UBS Group AG | 44,347 | $357.9K | 0.00% | +24,194+120.1% | Added |
| Seizert Capital Partners, LLC | 42,789 | $345.3K | 0.02% | +42,789 | New |
| O'Shaughnessy Asset Management, LLC | 40,811 | $329.3K | 0.00% | +30,393+291.7% | Added |
| Rhumbline Advisers | 38,591 | $311.4K | 0.00% | +38,591 | New |
| Connors Investor Services Inc | 35,800 | $289.0K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 31,300 | $252.6K | 0.01% | +5,429+21.0% | Added |
| Nebula Research & Development LLC | 31,191 | $251.7K | 0.19% | +31,191 | New |
| JPMorgan Chase & Co | 24,611 | $198.6K | 0.00% | +23,397+1,927.3% | Added |
| Citigroup Inc | 21,046 | $169.8K | 0.00% | −96,730−82.1% | Reduced |
| Ethic Inc. | 20,776 | $167.7K | 0.01% | +4,310+26.2% | Added |
| State of Tennessee, Treasury Department | 20,734 | $167.3K | 0.00% | +20,734 | New |
| XTX Topco Ltd | 20,250 | $163.4K | 0.03% | +5,406+36.4% | Added |
| The PNC Financial Services Group, Inc. | 20,197 | $163.0K | 0.00% | +1,316+7.0% | Added |
| Deutsche Bank AG | 18,678 | $150.7K | 0.00% | +18,678 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,143 | $146.4K | 0.00% | −9,206−33.7% | Reduced |
| Quantbot Technologies LP | 17,460 | $140.9K | 0.01% | +11,451+190.6% | Added |
| Legato Capital Management LLC | 17,352 | $140.0K | 0.02% | +17,352 | New |
| MetLife Investment Management | 16,752 | $135.2K | 0.00% | +16,752 | New |
| Mirae Asset Global Investments Co., Ltd. | 16,712 | $134.9K | 0.00% | +16,712 | New |
| Janus Henderson Group PLC | 16,198 | $130.7K | 0.00% | +16,198 | New |
| Invesco Ltd. | 16,105 | $130.0K | 0.00% | +16,105 | New |
| Baader Bank INC | 15,305 | $123.0K | 0.01% | +15,305 | New |
| American International Group, Inc. | 15,182 | $122.5K | 0.00% | +15,182 | New |
| Hillsdale Investment Management Inc. | 15,000 | $121.0K | 0.01% | +4,000+36.4% | Added |
| Victory Capital Management Inc | 14,834 | $119.7K | 0.00% | +14,834 | New |
| Proequities, Inc. | 14,787 | $119.3K | 0.01% | +14,787 | New |
| Quadrature Capital Ltd | 14,745 | $118.8K | 0.00% | +14,745 | New |
| Brandywine Global Investment Management, LLC | 14,479 | $116.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,210 | $114.7K | 0.00% | +14,210 | New |
| BNP Paribas Arbitrage, SA | 14,206 | $114.6K | 0.00% | +14,204+710,200.0% | Added |
| Woodstock Corp | 13,988 | $112.9K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 13,749 | $111.0K | 0.00% | +13,749 | New |
| Wells Fargo & Company | 13,156 | $106.2K | 0.00% | +12,943+6,076.5% | Added |
| Ritholtz Wealth Management | 12,896 | $104.1K | 0.00% | +12,896 | New |
| Gradient Investments LLC | 12,550 | $101.3K | 0.00% | +182+1.5% | Added |
| Susquehanna Fundamental Investments, LLC | 12,549 | $101.3K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,950 | $88.4K | 0.00% | +10,950 | New |
| Winton Group Ltd | 10,840 | $87.5K | 0.01% | +10,840 | New |
| Thrivent Financial for Lutherans | 10,753 | $87.0K | 0.00% | −821−7.1% | Reduced |
| California State Teachers Retirement System | 10,493 | $84.7K | 0.00% | +10,493 | New |
| Goldman Sachs Group Inc | 10,359 | $83.6K | 0.00% | −74,404−87.8% | Reduced |
| Barclays PLC | 7,745 | $62.5K | 0.00% | −26,871−77.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,975 | $56.3K | 0.00% | −1,273−15.4% | Reduced |
| FMR LLC | 6,890 | $55.6K | 0.00% | +602+9.6% | Added |
| Lazard Asset Management LLC | 6,756 | $54.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 6,638 | $53.6K | 0.00% | −2,035−23.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,325 | $51.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5,000 | $40.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,782 | $39.0K | 0.00% | +4,782 | New |
| Legal & General Group Plc | 3,712 | $30.0K | 0.00% | +3,712 | New |
| Advisor Group Holdings, Inc. | 3,615 | $29.2K | 0.00% | −806−18.2% | Reduced |
| Copeland Capital Management, LLC | 3,511 | $28.3K | 0.00% | −2,217−38.7% | Reduced |
| State of Wyoming | 3,493 | $28.2K | 0.01% | −198−5.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,605 | $21.0K | 0.00% | +2,605 | New |