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, Q4 2023
Institutional positions in Evolution Petroleum Corp as of Dec 31, 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
- 109
- −8 vs. Q3 2023
- Shares held
- 20.1M
- −110.0K (−0.5%) vs. Q3 2023
- Total value
- $116.8M
- −$22.3M (−16.0%) vs. Q3 2023
- New holders
- 11
- 47 more added
- Sold out
- 19
- 31 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,770,124 | $16.1M | 0.00% | +45,711+1.7% | Added |
| WealthTrust Axiom LLC | 1,666,452 | $9.68M | 3.24% | +24,853+1.5% | Added |
| Vanguard Group Inc | 1,602,701 | $9.31M | 0.00% | −49,111−3.0% | Reduced |
| Renaissance Technologies LLC | 1,364,197 | $7.93M | 0.01% | −130,400−8.7% | Reduced |
| Dimensional Fund Advisors LP | 1,288,175 | $7.48M | 0.00% | +32,898+2.6% | Added |
| River Road Asset Management, LLC | 1,277,988 | $7.43M | 0.10% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 974,270 | $5.66M | 0.34% | +121,955+14.3% | Added |
| North Star Investment Management Corp. | 706,264 | $4.10M | 0.32% | +94,133+15.4% | Added |
| Penn Mutual Asset Management, LLC | 700,053 | $4.07M | 3.14% | +104,299+17.5% | Added |
| Geode Capital Management, LLC | 686,309 | $3.99M | 0.00% | +44,755+7.0% | Added |
| State Street Corp | 645,381 | $3.75M | 0.00% | +81,020+14.4% | Added |
| Morgan Stanley | 534,568 | $3.11M | 0.00% | +167,652+45.7% | Added |
| Punch & Associates Investment Management, Inc. | 523,814 | $3.04M | 0.18% | +49,044+10.3% | Added |
| Russell Investments Group, Ltd. | 520,528 | $3.02M | 0.01% | +148,178+39.8% | Added |
| American Century Companies Inc | 449,069 | $2.61M | 0.00% | +53,773+13.6% | Added |
| Bank of New York Mellon Corp | 386,584 | $2.25M | 0.00% | +6,135+1.6% | Added |
| Northern Trust Corp | 328,496 | $1.91M | 0.00% | +14,116+4.5% | Added |
| Bard Associates Inc | 248,618 | $1.44M | 0.55% | −3,545−1.4% | Reduced |
| Foundry Partners, LLC | 194,870 | $1.13M | 0.07% | −315,992−61.9% | Reduced |
| Perritt Capital Management Inc | 176,530 | $1.03M | 0.57% | −8,001−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 164,980 | $958.5K | 0.00% | +161,171+4,231.3% | Added |
| Cornercap Investment Counsel Inc | 162,468 | $943.9K | 0.15% | +30,439+23.1% | Added |
| Register Financial Advisors LLC | 161,418 | $937.8K | 0.63% | +24,966+18.3% | Added |
| Ameriprise Financial Inc | 156,201 | $907.5K | 0.00% | −21,677−12.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 116,023 | $674.1K | 0.00% | +54,315+88.0% | Added |
| Man Group plc | 106,583 | $619.2K | 0.00% | – | – |
| Susquehanna International Group, LLP | 104,462 | $606.9K | 0.00% | −142,080−57.6% | Reduced |
| Two Sigma Advisers, LP | 103,027 | $598.6K | 0.00% | −104,400−50.3% | Reduced |
| Aviva PLC | 102,984 | $598.3K | 0.00% | +102,984 | New |
| Charles Schwab Investment Management Inc | 88,329 | $513.2K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 83,599 | $485.7K | 0.00% | −147,581−63.8% | Reduced |
| Bridgeway Capital Management, LLC | 78,133 | $454.0K | 0.01% | −8,784−10.1% | Reduced |
| State Board of Administration of Florida Retirement System | 72,515 | $421.3K | 0.00% | +72,515 | New |
| UBS Group AG | 69,691 | $404.9K | 0.00% | +33,299+91.5% | Added |
| New York State Common Retirement Fund | 67,666 | $393.1K | 0.00% | +10,000+17.3% | Added |
| Exchange Traded Concepts, LLC | 64,836 | $376.7K | 0.01% | +64,836 | New |
| STRS Ohio | 62,200 | $361.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 61,211 | $355.6K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 60,011 | $348.7K | 0.00% | −17,910−23.0% | Reduced |
| AQR Capital Management LLC | 55,639 | $323.3K | 0.00% | +39,926+254.1% | Added |
| Campbell & CO Investment Adviser LLC | 53,115 | $308.6K | 0.03% | +8,155+18.1% | Added |
| Janney Montgomery Scott LLC | 50,388 | $293.0K | 0.00% | +7,457+17.4% | Added |
| O'Shaughnessy Asset Management, LLC | 49,460 | $287.4K | 0.00% | −64,099−56.4% | Reduced |
| Bank of America Corp | 49,191 | $285.8K | 0.00% | +26,523+117.0% | Added |
| Invesco Ltd. | 48,102 | $279.5K | 0.00% | +1,193+2.5% | Added |
| Raymond James & Associates | 46,250 | $268.7K | 0.00% | +12,971+39.0% | Added |
| State of Tennessee, Treasury Department | 44,856 | $260.6K | 0.00% | +12,216+37.4% | Added |
| Barclays PLC | 44,114 | $256.3K | 0.00% | +37,103+529.2% | Added |
| Rhumbline Advisers | 42,321 | $245.9K | 0.00% | +1,477+3.6% | Added |
| Connors Investor Services Inc | 40,300 | $234.0K | 0.03% | +4,500+12.6% | Added |
| Winton Group Ltd | 37,390 | $217.2K | 0.02% | −18,549−33.2% | Reduced |
| Alps Advisors Inc | 35,533 | $206.4K | 0.00% | −2,027−5.4% | Reduced |
| Ethic Inc. | 34,965 | $203.1K | 0.01% | −8,898−20.3% | Reduced |
| Seizert Capital Partners, LLC | 29,803 | $173.2K | 0.01% | −8,303−21.8% | Reduced |
| Arete Wealth Advisors, LLC | 26,940 | $156.5K | 0.01% | +26,940 | New |
| Victory Capital Management Inc | 25,863 | $150.3K | 0.00% | −1,236−4.6% | Reduced |
| BNP Paribas Arbitrage, SA | 24,162 | $140.4K | 0.00% | −4,167−14.7% | Reduced |
| Equitable Holdings, Inc. | 23,497 | $136.5K | 0.00% | +2,932+14.3% | Added |
| Simplex Trading, LLC | 22,557 | $131.0K | 0.00% | +12,158+116.9% | Added |
| JPMorgan Chase & Co | 22,495 | $130.7K | 0.00% | +1,896+9.2% | Added |
| Jane Street Group, LLC | 20,327 | $118.1K | 0.00% | −26,934−57.0% | Reduced |
| MetLife Investment Management | 16,752 | $97.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 16,712 | $97.1K | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 16,019 | $93.1K | 0.00% | +390+2.5% | Added |
| Ritholtz Wealth Management | 15,714 | $91.3K | 0.00% | +5,206+49.5% | Added |
| American International Group, Inc. | 15,429 | $89.6K | 0.00% | −62−0.4% | Reduced |
| Squarepoint Ops LLC | 15,182 | $88.2K | 0.00% | +15,182 | New |
| Two Sigma Investments, LP | 14,900 | $86.6K | 0.00% | −16,482−52.5% | Reduced |
| Deutsche Bank AG | 14,631 | $85.0K | 0.00% | −562−3.7% | Reduced |
| Voya Investment Management LLC | 14,543 | $84.5K | 0.00% | +129+0.9% | Added |
| Manufacturers Life Insurance Company, The | 13,749 | $79.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 13,506 | $78.5K | 0.00% | +9,451+233.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,500 | $78.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 13,297 | $77.3K | 0.00% | −65,386−83.1% | Reduced |
| Gradient Investments LLC | 12,779 | $74.2K | 0.00% | +229+1.8% | Added |
| Legato Capital Management LLC | 12,669 | $73.6K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,065 | $70.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 12,043 | $70.0K | 0.01% | −8,873−42.4% | Reduced |
| Royal Bank of Canada | 10,255 | $59.0K | 0.00% | +6,369+163.9% | Added |
| Aquatic Capital Management LLC | 9,400 | $55.0K | 0.00% | +9,400 | New |
| The PNC Financial Services Group, Inc. | 8,393 | $48.8K | 0.00% | −14,011−62.5% | Reduced |
| Wells Fargo & Company | 8,038 | $46.7K | 0.00% | +744+10.2% | Added |
| Tower Research Capital LLC (TRC) | 7,959 | $46.2K | 0.00% | +431+5.7% | Added |
| FMR LLC | 7,790 | $45.3K | 0.00% | +634+8.9% | Added |
| Newbridge Financial Services Group, Inc. | 5,450 | $31.7K | 0.02% | +750+16.0% | Added |
| California State Teachers Retirement System | 5,109 | $29.7K | 0.00% | −1,740−25.4% | Reduced |
| Atwood & Palmer Inc | 5,000 | $29.1K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 4,690 | $27.2K | 0.02% | +4,690 | New |
| Amalgamated Bank | 4,466 | $26.0K | 0.00% | −316−6.6% | Reduced |
| Group One Trading, L.P. | 3,700 | $21.5K | 0.00% | −7,392−66.6% | Reduced |
| Legal & General Group Plc | 3,364 | $19.5K | 0.00% | −348−9.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,605 | $15.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,800 | $10.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,736 | $10.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,655 | $9.62K | 0.00% | +327+24.6% | Added |
| US Bancorp | 1,450 | $8.43K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,403 | $8.15K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.86K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 607 | $4.00K | 0.00% | +459+310.1% | Added |
| Proequities, Inc. | 289 | $1.68K | 0.00% | −11,902−97.6% | Reduced |