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, Q3 2023
Institutional positions in Evolution Petroleum Corp as of Sep 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
- 117
- +5 vs. Q2 2023
- Shares held
- 20.2M
- −308.4K (−1.5%) vs. Q2 2023
- Total value
- $139.1M
- −$26.5M (−16.0%) vs. Q2 2023
- New holders
- 23
- 43 more added
- Sold out
- 18
- 33 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,724,413 | $18.6M | 0.00% | −66,851−2.4% | Reduced |
| Vanguard Group Inc | 1,651,812 | $11.3M | 0.00% | +104,697+6.8% | Added |
| WealthTrust Axiom LLC | 1,641,599 | $11.2M | 4.04% | −12,421−0.8% | Reduced |
| Renaissance Technologies LLC | 1,494,597 | $10.2M | 0.02% | −44,787−2.9% | Reduced |
| River Road Asset Management, LLC | 1,277,988 | $8.74M | 0.12% | +75,166+6.2% | Added |
| Dimensional Fund Advisors LP | 1,255,277 | $8.59M | 0.00% | +30,891+2.5% | Added |
| Ranger Investment Management, L.P. | 852,315 | $5.83M | 0.39% | −64,407−7.0% | Reduced |
| Geode Capital Management, LLC | 641,554 | $4.39M | 0.00% | +13,883+2.2% | Added |
| North Star Investment Management Corp. | 612,131 | $4.19M | 0.35% | +33,691+5.8% | Added |
| Penn Mutual Asset Management, LLC | 595,754 | $4.07M | 3.82% | +57,000+10.6% | Added |
| State Street Corp | 564,361 | $3.86M | 0.00% | +82,407+17.1% | Added |
| Foundry Partners, LLC | 510,862 | $3.49M | 0.22% | +103,829+25.5% | Added |
| Punch & Associates Investment Management, Inc. | 474,770 | $3.25M | 0.21% | +30,000+6.7% | Added |
| American Century Companies Inc | 395,296 | $2.70M | 0.00% | +54,823+16.1% | Added |
| Bank of New York Mellon Corp | 380,449 | $2.60M | 0.00% | +26,698+7.5% | Added |
| Russell Investments Group, Ltd. | 372,350 | $2.55M | 0.01% | −265,208−41.6% | Reduced |
| Morgan Stanley | 366,916 | $2.51M | 0.00% | −21,475−5.5% | Reduced |
| Northern Trust Corp | 314,380 | $2.15M | 0.00% | −2,872−0.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 304,023 | $2.08M | 0.00% | −103,823−25.5% | Reduced |
| Bard Associates Inc | 252,163 | $1.72M | 0.71% | −300−0.1% | Reduced |
| Susquehanna International Group, LLP | 246,542 | $1.69M | 0.00% | +150,140+155.7% | Added |
| First Trust Advisors LP | 231,180 | $1.58M | 0.00% | +149,975+184.7% | Added |
| LSV Asset Management | 208,100 | $1.42M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 207,427 | $1.42M | 0.00% | −127,600−38.1% | Reduced |
| Perritt Capital Management Inc | 184,531 | $1.26M | 0.73% | −30,584−14.2% | Reduced |
| Ameriprise Financial Inc | 177,878 | $1.22M | 0.00% | +28,823+19.3% | Added |
| Register Financial Advisors LLC | 136,452 | $933.3K | 0.68% | +33,093+32.0% | Added |
| Cornercap Investment Counsel Inc | 132,029 | $903.1K | 0.16% | +132,029 | New |
| Man Group plc | – | $849.4K | 0.00% | – | – |
| O'Shaughnessy Asset Management, LLC | 113,559 | $776.7K | 0.01% | +72,748+178.3% | Added |
| Charles Schwab Investment Management Inc | 88,329 | $604.2K | 0.00% | +805+0.9% | Added |
| Bridgeway Capital Management, LLC | 86,917 | $594.5K | 0.01% | −47,300−35.2% | Reduced |
| Algert Global LLC | 79,874 | $546.3K | 0.03% | +32,900+70.0% | Added |
| LPL Financial LLC | 78,683 | $538.2K | 0.00% | −23,365−22.9% | Reduced |
| Goldman Sachs Group Inc | 77,921 | $533.0K | 0.00% | +67,562+652.2% | Added |
| STRS Ohio | 62,200 | $425.0K | 0.00% | −7,000−10.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 61,708 | $422.1K | 0.00% | +15,328+33.0% | Added |
| Nuveen Asset Management, LLC | 61,211 | $418.7K | 0.00% | −55,880−47.7% | Reduced |
| New York State Common Retirement Fund | 57,666 | $394.4K | 0.00% | +9,266+19.1% | Added |
| Winton Group Ltd | 55,939 | $382.6K | 0.03% | +45,099+416.0% | Added |
| Navellier & Associates Inc | 48,060 | $328.7K | 0.06% | +128+0.3% | Added |
| Jane Street Group, LLC | 47,261 | $323.3K | 0.00% | +47,261 | New |
| Invesco Ltd. | 46,909 | $320.9K | 0.00% | +30,804+191.3% | Added |
| Campbell & CO Investment Adviser LLC | 44,960 | $307.5K | 0.04% | −53,436−54.3% | Reduced |
| Ethic Inc. | 43,863 | $300.0K | 0.01% | +23,087+111.1% | Added |
| Gsa Capital Partners LLP | 43,075 | $295.0K | 0.03% | +43,075 | New |
| Janney Montgomery Scott LLC | 42,931 | $294.0K | 0.00% | +42,931 | New |
| Rhumbline Advisers | 40,844 | $279.4K | 0.00% | +2,253+5.8% | Added |
| Seizert Capital Partners, LLC | 38,106 | $260.6K | 0.01% | −4,683−10.9% | Reduced |
| Alps Advisors Inc | 37,560 | $256.9K | 0.00% | +37,560 | New |
| UBS Group AG | 36,392 | $248.9K | 0.00% | −7,955−17.9% | Reduced |
| Connors Investor Services Inc | 35,800 | $245.0K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 33,279 | $227.6K | 0.00% | +33,279 | New |
| State of Tennessee, Treasury Department | 32,640 | $223.3K | 0.00% | +11,906+57.4% | Added |
| Two Sigma Investments, LP | 31,382 | $214.7K | 0.00% | −157,941−83.4% | Reduced |
| BNP Paribas Arbitrage, SA | 28,329 | $193.8K | 0.00% | +14,123+99.4% | Added |
| Victory Capital Management Inc | 27,099 | $185.4K | 0.00% | +12,265+82.7% | Added |
| Bank of America Corp | 22,668 | $155.0K | 0.00% | +16,030+241.5% | Added |
| The PNC Financial Services Group, Inc. | 22,404 | $153.2K | 0.00% | +2,207+10.9% | Added |
| Martingale Asset Management L P | 22,020 | $150.6K | 0.00% | +22,020 | New |
| State of Wyoming | 20,916 | $143.1K | 0.03% | +17,423+498.8% | Added |
| JPMorgan Chase & Co | 20,599 | $140.9K | 0.00% | −4,012−16.3% | Reduced |
| Equitable Holdings, Inc. | 20,565 | $140.7K | 0.00% | +9,615+87.8% | Added |
| MetLife Investment Management | 16,752 | $114.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 16,712 | $114.3K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 16,625 | $113.7K | 0.00% | +16,625 | New |
| AQR Capital Management LLC | 15,713 | $107.5K | 0.00% | +15,713 | New |
| Brandywine Global Investment Management, LLC | 15,629 | $106.9K | 0.00% | +1,150+7.9% | Added |
| American International Group, Inc. | 15,491 | $106.0K | 0.00% | +309+2.0% | Added |
| Deutsche Bank AG | 15,193 | $103.9K | 0.00% | −3,485−18.7% | Reduced |
| Voya Investment Management LLC | 14,414 | $98.6K | 0.00% | +204+1.4% | Added |
| Woodstock Corp | 13,988 | $95.7K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 13,749 | $94.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,500 | $92.0K | 0.00% | +13,500 | New |
| Wolverine Trading, LLC | 13,190 | $90.2K | 0.00% | +13,190 | New |
| Janus Henderson Group PLC | 12,767 | $87.3K | 0.00% | −3,431−21.2% | Reduced |
| Legato Capital Management LLC | 12,669 | $86.7K | 0.01% | −4,683−27.0% | Reduced |
| Gradient Investments LLC | 12,550 | $85.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12,191 | $83.4K | 0.01% | −2,596−17.6% | Reduced |
| Cetera Investment Advisers | 12,065 | $82.5K | 0.00% | +12,065 | New |
| Group One Trading, L.P. | 11,092 | $75.9K | 0.00% | +11,092 | New |
| Thrivent Financial for Lutherans | 10,753 | $74.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,508 | $71.9K | 0.00% | −2,388−18.5% | Reduced |
| Simplex Trading, LLC | 10,399 | $71.0K | 0.00% | +10,399 | New |
| PEAK6 Investments LLC | 7,749 | $53.0K | 0.00% | +7,749 | New |
| Tower Research Capital LLC (TRC) | 7,528 | $51.5K | 0.00% | +553+7.9% | Added |
| Wells Fargo & Company | 7,294 | $49.9K | 0.00% | −5,862−44.6% | Reduced |
| FMR LLC | 7,156 | $48.9K | 0.00% | +266+3.9% | Added |
| Barclays PLC | 7,011 | $48.0K | 0.00% | −734−9.5% | Reduced |
| California State Teachers Retirement System | 6,849 | $46.8K | 0.00% | −3,644−34.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,179 | $35.4K | 0.00% | +5,179 | New |
| Lazard Asset Management LLC | 5,209 | $35.0K | 0.00% | −1,547−22.9% | Reduced |
| Atwood & Palmer Inc | 5,000 | $34.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,782 | $33.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,700 | $32.1K | 0.02% | −1,625−25.7% | Reduced |
| Citigroup Inc | 4,055 | $27.7K | 0.00% | −16,991−80.7% | Reduced |
| Royal Bank of Canada | 3,886 | $27.0K | 0.00% | +1,927+98.4% | Added |
| Advisor Group Holdings, Inc. | 3,809 | $26.1K | 0.00% | +194+5.4% | Added |
| Legal & General Group Plc | 3,712 | $25.4K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 3,529 | $24.1K | 0.00% | +18+0.5% | Added |