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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 99 | $677 | 0.00% | +99 | New |
| Aspire Private Capital, LLC | 100 | $684 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 148 | $1.00K | 0.00% | −2,397−94.2% | Reduced |
| Umb Bank N A | 158 | $1.08K | 0.00% | +158 | New |
| GWM Advisors LLC | 178 | $1.22K | 0.00% | +178 | New |
| Parallel Advisors, LLC | 188 | $1.29K | 0.00% | +188 | New |
| Stone House Investment Management, LLC | 203 | $1.39K | 0.00% | +203 | New |
| Farther Finance Advisors, LLC | 206 | $1.41K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $6.90K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,328 | $9.08K | 0.00% | +497+59.8% | Added |
| Comerica Bank | 1,403 | $9.60K | 0.00% | +1,403 | New |
| US Bancorp | 1,450 | $9.92K | 0.00% | +450+45.0% | Added |
| Metropolitan Life Insurance Co | 1,736 | $11.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,800 | $12.3K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,172 | $14.9K | 0.00% | +2,172 | New |
| Great West Life Assurance Co | 2,379 | $16.0K | 0.00% | −16−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,605 | $17.8K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 3,529 | $24.1K | 0.00% | +18+0.5% | Added |
| Legal & General Group Plc | 3,712 | $25.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,809 | $26.1K | 0.00% | +194+5.4% | Added |
| Royal Bank of Canada | 3,886 | $27.0K | 0.00% | +1,927+98.4% | Added |
| Citigroup Inc | 4,055 | $27.7K | 0.00% | −16,991−80.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,700 | $32.1K | 0.02% | −1,625−25.7% | Reduced |
| Amalgamated Bank | 4,782 | $33.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5,000 | $34.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,209 | $35.0K | 0.00% | −1,547−22.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,179 | $35.4K | 0.00% | +5,179 | New |
| California State Teachers Retirement System | 6,849 | $46.8K | 0.00% | −3,644−34.7% | Reduced |
| Barclays PLC | 7,011 | $48.0K | 0.00% | −734−9.5% | Reduced |
| FMR LLC | 7,156 | $48.9K | 0.00% | +266+3.9% | Added |
| Wells Fargo & Company | 7,294 | $49.9K | 0.00% | −5,862−44.6% | Reduced |
| Tower Research Capital LLC (TRC) | 7,528 | $51.5K | 0.00% | +553+7.9% | Added |
| PEAK6 Investments LLC | 7,749 | $53.0K | 0.00% | +7,749 | New |
| Simplex Trading, LLC | 10,399 | $71.0K | 0.00% | +10,399 | New |
| Ritholtz Wealth Management | 10,508 | $71.9K | 0.00% | −2,388−18.5% | Reduced |
| Thrivent Financial for Lutherans | 10,753 | $74.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 11,092 | $75.9K | 0.00% | +11,092 | New |
| Cetera Investment Advisers | 12,065 | $82.5K | 0.00% | +12,065 | New |
| Proequities, Inc. | 12,191 | $83.4K | 0.01% | −2,596−17.6% | Reduced |
| Gradient Investments LLC | 12,550 | $85.8K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 12,669 | $86.7K | 0.01% | −4,683−27.0% | Reduced |
| Janus Henderson Group PLC | 12,767 | $87.3K | 0.00% | −3,431−21.2% | Reduced |
| Wolverine Trading, LLC | 13,190 | $90.2K | 0.00% | +13,190 | New |
| Cambridge Investment Research Advisors, Inc. | 13,500 | $92.0K | 0.00% | +13,500 | New |
| Manufacturers Life Insurance Company, The | 13,749 | $94.0K | 0.00% | 00.0% | Unchanged |
| Woodstock Corp | 13,988 | $95.7K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,414 | $98.6K | 0.00% | +204+1.4% | Added |
| Deutsche Bank AG | 15,193 | $103.9K | 0.00% | −3,485−18.7% | Reduced |
| American International Group, Inc. | 15,491 | $106.0K | 0.00% | +309+2.0% | Added |
| Brandywine Global Investment Management, LLC | 15,629 | $106.9K | 0.00% | +1,150+7.9% | Added |
| AQR Capital Management LLC | 15,713 | $107.5K | 0.00% | +15,713 | New |
| Mutual Advisors, LLC | 16,625 | $113.7K | 0.00% | +16,625 | New |
| Mirae Asset Global Investments Co., Ltd. | 16,712 | $114.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 16,752 | $114.6K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 20,565 | $140.7K | 0.00% | +9,615+87.8% | Added |
| JPMorgan Chase & Co | 20,599 | $140.9K | 0.00% | −4,012−16.3% | Reduced |
| State of Wyoming | 20,916 | $143.1K | 0.03% | +17,423+498.8% | Added |
| Martingale Asset Management L P | 22,020 | $150.6K | 0.00% | +22,020 | New |
| The PNC Financial Services Group, Inc. | 22,404 | $153.2K | 0.00% | +2,207+10.9% | Added |
| Bank of America Corp | 22,668 | $155.0K | 0.00% | +16,030+241.5% | Added |
| Victory Capital Management Inc | 27,099 | $185.4K | 0.00% | +12,265+82.7% | Added |
| BNP Paribas Arbitrage, SA | 28,329 | $193.8K | 0.00% | +14,123+99.4% | Added |
| Two Sigma Investments, LP | 31,382 | $214.7K | 0.00% | −157,941−83.4% | Reduced |
| State of Tennessee, Treasury Department | 32,640 | $223.3K | 0.00% | +11,906+57.4% | Added |
| Raymond James & Associates | 33,279 | $227.6K | 0.00% | +33,279 | New |
| Connors Investor Services Inc | 35,800 | $245.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 36,392 | $248.9K | 0.00% | −7,955−17.9% | Reduced |
| Alps Advisors Inc | 37,560 | $256.9K | 0.00% | +37,560 | New |
| Seizert Capital Partners, LLC | 38,106 | $260.6K | 0.01% | −4,683−10.9% | Reduced |
| Rhumbline Advisers | 40,844 | $279.4K | 0.00% | +2,253+5.8% | Added |
| Janney Montgomery Scott LLC | 42,931 | $294.0K | 0.00% | +42,931 | New |
| Gsa Capital Partners LLP | 43,075 | $295.0K | 0.03% | +43,075 | New |
| Ethic Inc. | 43,863 | $300.0K | 0.01% | +23,087+111.1% | Added |
| Campbell & CO Investment Adviser LLC | 44,960 | $307.5K | 0.04% | −53,436−54.3% | Reduced |
| Invesco Ltd. | 46,909 | $320.9K | 0.00% | +30,804+191.3% | Added |
| Jane Street Group, LLC | 47,261 | $323.3K | 0.00% | +47,261 | New |
| Navellier & Associates Inc | 48,060 | $328.7K | 0.06% | +128+0.3% | Added |
| Winton Group Ltd | 55,939 | $382.6K | 0.03% | +45,099+416.0% | Added |
| New York State Common Retirement Fund | 57,666 | $394.4K | 0.00% | +9,266+19.1% | Added |
| Nuveen Asset Management, LLC | 61,211 | $418.7K | 0.00% | −55,880−47.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 61,708 | $422.1K | 0.00% | +15,328+33.0% | Added |
| STRS Ohio | 62,200 | $425.0K | 0.00% | −7,000−10.1% | Reduced |
| Goldman Sachs Group Inc | 77,921 | $533.0K | 0.00% | +67,562+652.2% | Added |
| LPL Financial LLC | 78,683 | $538.2K | 0.00% | −23,365−22.9% | Reduced |
| Algert Global LLC | 79,874 | $546.3K | 0.03% | +32,900+70.0% | Added |
| Bridgeway Capital Management, LLC | 86,917 | $594.5K | 0.01% | −47,300−35.2% | Reduced |
| Charles Schwab Investment Management Inc | 88,329 | $604.2K | 0.00% | +805+0.9% | Added |
| O'Shaughnessy Asset Management, LLC | 113,559 | $776.7K | 0.01% | +72,748+178.3% | Added |
| Man Group plc | – | $849.4K | 0.00% | – | – |
| Cornercap Investment Counsel Inc | 132,029 | $903.1K | 0.16% | +132,029 | New |
| Register Financial Advisors LLC | 136,452 | $933.3K | 0.68% | +33,093+32.0% | Added |
| Ameriprise Financial Inc | 177,878 | $1.22M | 0.00% | +28,823+19.3% | Added |
| Perritt Capital Management Inc | 184,531 | $1.26M | 0.73% | −30,584−14.2% | Reduced |
| Two Sigma Advisers, LP | 207,427 | $1.42M | 0.00% | −127,600−38.1% | Reduced |
| LSV Asset Management | 208,100 | $1.42M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 231,180 | $1.58M | 0.00% | +149,975+184.7% | Added |
| Susquehanna International Group, LLP | 246,542 | $1.69M | 0.00% | +150,140+155.7% | Added |
| Bard Associates Inc | 252,163 | $1.72M | 0.71% | −300−0.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 304,023 | $2.08M | 0.00% | −103,823−25.5% | Reduced |
| Northern Trust Corp | 314,380 | $2.15M | 0.00% | −2,872−0.9% | Reduced |