Evolution Petroleum Corp

EPM

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0001006655

SEC filings (opens in a new tab)

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.

Q3 2023 vs. Q2 2023

How the institutions holding Evolution Petroleum Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of EPM: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Of which not filed for Q3 2023	Q3 2023	Change
Holders	113	1	117	+5
Shares	20.5M	2.23K	20.2M	−308.4K (−1.5%)
Value	$165.6M	$0	$139.1M	−$26.5M (−16.0%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held Evolution Petroleum Corp at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to EPM in Q3 2023
Institution	Shares	Value	% of portfolio
Cornercap Investment Counsel Inc	132,029	$903.1K	0.16%
Jane Street Group, LLC	47,261	$323.3K	0.00%
Gsa Capital Partners LLP	43,075	$295.0K	0.03%
Janney Montgomery Scott LLC	42,931	$294.0K	0.00%
Alps Advisors Inc	37,560	$256.9K	0.00%
Raymond James & Associates	33,279	$227.6K	0.00%
Martingale Asset Management L P	22,020	$150.6K	0.00%
Mutual Advisors, LLC	16,625	$113.7K	0.00%
AQR Capital Management LLC	15,713	$107.5K	0.00%
Cambridge Investment Research Advisors, Inc.	13,500	$92.0K	0.00%
Wolverine Trading, LLC	13,190	$90.2K	0.00%
Cetera Investment Advisers	12,065	$82.5K	0.00%
Group One Trading, L.P.	11,092	$75.9K	0.00%
Simplex Trading, LLC	10,399	$71.0K	0.00%
PEAK6 Investments LLC	7,749	$53.0K	0.00%
Allspring Global Investments Holdings, LLC	5,179	$35.4K	0.00%
Tucker Asset Management LLC	2,172	$14.9K	0.00%
Comerica Bank	1,403	$9.60K	0.00%
Stone House Investment Management, LLC	203	$1.39K	0.00%
Parallel Advisors, LLC	188	$1.29K	0.00%
GWM Advisors LLC	178	$1.22K	0.00%
Umb Bank N A	158	$1.08K	0.00%
First Horizon Advisors, Inc.	99	$677	0.00%

Sold out (18)

Institutions that held Evolution Petroleum Corp at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of EPM in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Acadian Asset Management LLC	196,929	$1.59M
Marshall Wace, LLP	134,557	$1.09M
Grandeur Peak Global Advisors, LLC	88,988	$718.1K
Deprince Race & Zollo Inc	77,203	$623.0K
CWM Advisors, LLC	71,641	$578.1K
Citadel Advisors LLC	60,836	$490.9K
State Board of Administration of Florida Retirement System	52,734	$425.6K
Jump Financial, LLC	31,300	$252.6K
Nebula Research & Development LLC	31,191	$251.7K
XTX Topco Ltd	20,250	$163.4K
Grantham, Mayo, Van Otterloo & Co. LLC	18,143	$146.4K
Quantbot Technologies LP	17,460	$140.9K
Baader Bank INC	15,305	$123.0K
Hillsdale Investment Management Inc.	15,000	$121.0K
Quadrature Capital Ltd	14,745	$118.8K
Susquehanna Fundamental Investments, LLC	12,549	$101.3K
NewSquare Capital LLC	80	$646
Allworth Financial LP	68	$549

Not filed for Q3 2023 yet (1)

Institutions that held Evolution Petroleum Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPM in Q2 2023 that haven't filed for Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
BMS Financial Advisors, LLC	2,234	–