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 |
|---|---|---|---|---|---|
| Morgan Stanley | 366,916 | $2.51M | 0.00% | −21,475−5.5% | Reduced |
| Russell Investments Group, Ltd. | 372,350 | $2.55M | 0.01% | −265,208−41.6% | Reduced |
| Bank of New York Mellon Corp | 380,449 | $2.60M | 0.00% | +26,698+7.5% | Added |
| American Century Companies Inc | 395,296 | $2.70M | 0.00% | +54,823+16.1% | Added |
| Punch & Associates Investment Management, Inc. | 474,770 | $3.25M | 0.21% | +30,000+6.7% | Added |
| Foundry Partners, LLC | 510,862 | $3.49M | 0.22% | +103,829+25.5% | Added |
| State Street Corp | 564,361 | $3.86M | 0.00% | +82,407+17.1% | Added |
| Penn Mutual Asset Management, LLC | 595,754 | $4.07M | 3.82% | +57,000+10.6% | Added |
| North Star Investment Management Corp. | 612,131 | $4.19M | 0.35% | +33,691+5.8% | Added |
| Geode Capital Management, LLC | 641,554 | $4.39M | 0.00% | +13,883+2.2% | Added |
| Ranger Investment Management, L.P. | 852,315 | $5.83M | 0.39% | −64,407−7.0% | Reduced |
| Dimensional Fund Advisors LP | 1,255,277 | $8.59M | 0.00% | +30,891+2.5% | Added |
| River Road Asset Management, LLC | 1,277,988 | $8.74M | 0.12% | +75,166+6.2% | Added |
| Renaissance Technologies LLC | 1,494,597 | $10.2M | 0.02% | −44,787−2.9% | Reduced |
| WealthTrust Axiom LLC | 1,641,599 | $11.2M | 4.04% | −12,421−0.8% | Reduced |
| Vanguard Group Inc | 1,651,812 | $11.3M | 0.00% | +104,697+6.8% | Added |
| BlackRock Inc. | 2,724,413 | $18.6M | 0.00% | −66,851−2.4% | Reduced |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −196,929−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −134,557−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −88,988−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −77,203−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −71,641−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −60,836−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −52,734−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,300−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −31,191−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,250−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −18,143−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,460−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −15,305−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,745−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −12,549−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| BMS Financial Advisors, LLC | – | – | – | – | Not filed |