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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 68 | $549 | 0.00% | +68 | New |
| NewSquare Capital LLC | 80 | $646 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $807 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 206 | $1.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 831 | $6.71K | 0.00% | +831 | New |
| US Bancorp | 1,000 | $8.07K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $8.14K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,736 | $14.0K | 0.00% | +1,736 | New |
| Geneos Wealth Management Inc. | 1,800 | $14.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,959 | $16.0K | 0.00% | +1,959 | New |
| Great West Life Assurance Co | 2,395 | $19.0K | 0.00% | −164−6.4% | Reduced |
| CWM, LLC | 2,545 | $21.0K | 0.00% | +2,545 | New |
| Ameritas Investment Partners, Inc. | 2,605 | $21.0K | 0.00% | +2,605 | New |
| State of Wyoming | 3,493 | $28.2K | 0.01% | −198−5.4% | Reduced |
| Copeland Capital Management, LLC | 3,511 | $28.3K | 0.00% | −2,217−38.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,615 | $29.2K | 0.00% | −806−18.2% | Reduced |
| Legal & General Group Plc | 3,712 | $30.0K | 0.00% | +3,712 | New |
| Amalgamated Bank | 4,782 | $39.0K | 0.00% | +4,782 | New |
| Atwood & Palmer Inc | 5,000 | $40.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,325 | $51.0K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 6,638 | $53.6K | 0.00% | −2,035−23.5% | Reduced |
| Lazard Asset Management LLC | 6,756 | $54.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,890 | $55.6K | 0.00% | +602+9.6% | Added |
| Tower Research Capital LLC (TRC) | 6,975 | $56.3K | 0.00% | −1,273−15.4% | Reduced |
| Barclays PLC | 7,745 | $62.5K | 0.00% | −26,871−77.6% | Reduced |
| Goldman Sachs Group Inc | 10,359 | $83.6K | 0.00% | −74,404−87.8% | Reduced |
| California State Teachers Retirement System | 10,493 | $84.7K | 0.00% | +10,493 | New |
| Thrivent Financial for Lutherans | 10,753 | $87.0K | 0.00% | −821−7.1% | Reduced |
| Winton Group Ltd | 10,840 | $87.5K | 0.01% | +10,840 | New |
| Equitable Holdings, Inc. | 10,950 | $88.4K | 0.00% | +10,950 | New |
| Susquehanna Fundamental Investments, LLC | 12,549 | $101.3K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 12,550 | $101.3K | 0.00% | +182+1.5% | Added |
| Ritholtz Wealth Management | 12,896 | $104.1K | 0.00% | +12,896 | New |
| Wells Fargo & Company | 13,156 | $106.2K | 0.00% | +12,943+6,076.5% | Added |
| Manufacturers Life Insurance Company, The | 13,749 | $111.0K | 0.00% | +13,749 | New |
| Woodstock Corp | 13,988 | $112.9K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 14,206 | $114.6K | 0.00% | +14,204+710,200.0% | Added |
| Voya Investment Management LLC | 14,210 | $114.7K | 0.00% | +14,210 | New |
| Brandywine Global Investment Management, LLC | 14,479 | $116.8K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 14,745 | $118.8K | 0.00% | +14,745 | New |
| Proequities, Inc. | 14,787 | $119.3K | 0.01% | +14,787 | New |
| Victory Capital Management Inc | 14,834 | $119.7K | 0.00% | +14,834 | New |
| Hillsdale Investment Management Inc. | 15,000 | $121.0K | 0.01% | +4,000+36.4% | Added |
| American International Group, Inc. | 15,182 | $122.5K | 0.00% | +15,182 | New |
| Baader Bank INC | 15,305 | $123.0K | 0.01% | +15,305 | New |
| Invesco Ltd. | 16,105 | $130.0K | 0.00% | +16,105 | New |
| Janus Henderson Group PLC | 16,198 | $130.7K | 0.00% | +16,198 | New |
| Mirae Asset Global Investments Co., Ltd. | 16,712 | $134.9K | 0.00% | +16,712 | New |
| MetLife Investment Management | 16,752 | $135.2K | 0.00% | +16,752 | New |
| Legato Capital Management LLC | 17,352 | $140.0K | 0.02% | +17,352 | New |
| Quantbot Technologies LP | 17,460 | $140.9K | 0.01% | +11,451+190.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,143 | $146.4K | 0.00% | −9,206−33.7% | Reduced |
| Deutsche Bank AG | 18,678 | $150.7K | 0.00% | +18,678 | New |
| The PNC Financial Services Group, Inc. | 20,197 | $163.0K | 0.00% | +1,316+7.0% | Added |
| XTX Topco Ltd | 20,250 | $163.4K | 0.03% | +5,406+36.4% | Added |
| State of Tennessee, Treasury Department | 20,734 | $167.3K | 0.00% | +20,734 | New |
| Ethic Inc. | 20,776 | $167.7K | 0.01% | +4,310+26.2% | Added |
| Citigroup Inc | 21,046 | $169.8K | 0.00% | −96,730−82.1% | Reduced |
| JPMorgan Chase & Co | 24,611 | $198.6K | 0.00% | +23,397+1,927.3% | Added |
| Nebula Research & Development LLC | 31,191 | $251.7K | 0.19% | +31,191 | New |
| Jump Financial, LLC | 31,300 | $252.6K | 0.01% | +5,429+21.0% | Added |
| Connors Investor Services Inc | 35,800 | $289.0K | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 38,591 | $311.4K | 0.00% | +38,591 | New |
| O'Shaughnessy Asset Management, LLC | 40,811 | $329.3K | 0.00% | +30,393+291.7% | Added |
| Seizert Capital Partners, LLC | 42,789 | $345.3K | 0.02% | +42,789 | New |
| UBS Group AG | 44,347 | $357.9K | 0.00% | +24,194+120.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 46,380 | $374.3K | 0.00% | +2,108+4.8% | Added |
| Algert Global LLC | 46,974 | $379.1K | 0.02% | +15,980+51.6% | Added |
| Navellier & Associates Inc | 47,932 | $386.8K | 0.08% | +984+2.1% | Added |
| New York State Common Retirement Fund | 48,400 | $390.6K | 0.00% | +48,400 | New |
| State Board of Administration of Florida Retirement System | 52,734 | $425.6K | 0.00% | +52,734 | New |
| Citadel Advisors LLC | 60,836 | $490.9K | 0.00% | −214,497−77.9% | Reduced |
| STRS Ohio | 69,200 | $558.0K | 0.00% | +69,200 | New |
| CWM Advisors, LLC | 71,641 | $578.1K | 0.07% | +71,641 | New |
| Deprince Race & Zollo Inc | 77,203 | $623.0K | 0.01% | −700,381−90.1% | Reduced |
| First Trust Advisors LP | 81,205 | $655.3K | 0.00% | −482−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 87,524 | $706.3K | 0.00% | +76,488+693.1% | Added |
| Grandeur Peak Global Advisors, LLC | 88,988 | $718.1K | 0.05% | −324,900−78.5% | Reduced |
| Susquehanna International Group, LLP | 96,402 | $778.0K | 0.00% | −123,866−56.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 98,396 | $794.1K | 0.14% | +98,396 | New |
| LPL Financial LLC | 102,048 | $823.5K | 0.00% | +10,352+11.3% | Added |
| Register Financial Advisors LLC | 103,359 | $834.1K | 0.60% | +5,583+5.7% | Added |
| Nuveen Asset Management, LLC | 117,091 | $944.9K | 0.00% | +117,091 | New |
| Man Group plc | 130,383 | $1.05M | 0.00% | – | – |
| Bridgeway Capital Management, LLC | 134,217 | $1.08M | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 134,557 | $1.09M | 0.00% | +74,391+123.6% | Added |
| Ameriprise Financial Inc | 149,055 | $1.20M | 0.00% | +2,864+2.0% | Added |
| Two Sigma Investments, LP | 189,323 | $1.53M | 0.00% | −32,413−14.6% | Reduced |
| Acadian Asset Management LLC | 196,929 | $1.59M | 0.01% | −106,585−35.1% | Reduced |
| LSV Asset Management | 208,100 | $1.68M | 0.00% | +114,700+122.8% | Added |
| Perritt Capital Management Inc | 215,115 | $1.74M | 0.95% | 00.0% | Unchanged |
| Bard Associates Inc | 252,463 | $2.04M | 0.79% | 00.0% | Unchanged |
| Northern Trust Corp | 317,252 | $2.56M | 0.00% | +213,148+204.7% | Added |
| Two Sigma Advisers, LP | 335,027 | $2.70M | 0.01% | −11,800−3.4% | Reduced |
| American Century Companies Inc | 340,473 | $2.75M | 0.00% | +30,901+10.0% | Added |
| Bank of New York Mellon Corp | 353,751 | $2.85M | 0.00% | +72,141+25.6% | Added |
| Morgan Stanley | 388,391 | $3.13M | 0.00% | +206,535+113.6% | Added |
| Foundry Partners, LLC | 407,033 | $3.28M | 0.20% | −7,566−1.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 407,846 | $3.29M | 0.00% | +407,846 | New |
| Punch & Associates Investment Management, Inc. | 444,770 | $3.59M | 0.22% | 00.0% | Unchanged |