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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 15 | $87 | 0.00% | +15 | New |
| Allspring Global Investments Holdings, LLC | 61 | $354 | 0.00% | −5,118−98.8% | Reduced |
| First Horizon Advisors, Inc. | 99 | $575 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $581 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 110 | $639 | 0.00% | +110 | New |
| GAMMA Investing LLC | 119 | $668 | 0.00% | +119 | New |
| GWM Advisors LLC | 182 | $1.05K | 0.00% | +4+2.2% | Added |
| Federated Hermes, Inc. | 201 | $1.17K | 0.00% | +201 | New |
| Farther Finance Advisors, LLC | 209 | $1.21K | 0.00% | +3+1.5% | Added |
| Proequities, Inc. | 289 | $1.68K | 0.00% | −11,902−97.6% | Reduced |
| CWM, LLC | 607 | $4.00K | 0.00% | +459+310.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.86K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,403 | $8.15K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,450 | $8.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,655 | $9.62K | 0.00% | +327+24.6% | Added |
| Metropolitan Life Insurance Co | 1,736 | $10.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,800 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,605 | $15.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,364 | $19.5K | 0.00% | −348−9.4% | Reduced |
| Group One Trading, L.P. | 3,700 | $21.5K | 0.00% | −7,392−66.6% | Reduced |
| Amalgamated Bank | 4,466 | $26.0K | 0.00% | −316−6.6% | Reduced |
| Gladius Capital Management LP | 4,690 | $27.2K | 0.02% | +4,690 | New |
| Atwood & Palmer Inc | 5,000 | $29.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,109 | $29.7K | 0.00% | −1,740−25.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,450 | $31.7K | 0.02% | +750+16.0% | Added |
| FMR LLC | 7,790 | $45.3K | 0.00% | +634+8.9% | Added |
| Tower Research Capital LLC (TRC) | 7,959 | $46.2K | 0.00% | +431+5.7% | Added |
| Wells Fargo & Company | 8,038 | $46.7K | 0.00% | +744+10.2% | Added |
| The PNC Financial Services Group, Inc. | 8,393 | $48.8K | 0.00% | −14,011−62.5% | Reduced |
| Aquatic Capital Management LLC | 9,400 | $55.0K | 0.00% | +9,400 | New |
| Royal Bank of Canada | 10,255 | $59.0K | 0.00% | +6,369+163.9% | Added |
| State of Wyoming | 12,043 | $70.0K | 0.01% | −8,873−42.4% | Reduced |
| Cetera Investment Advisers | 12,065 | $70.1K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 12,669 | $73.6K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 12,779 | $74.2K | 0.00% | +229+1.8% | Added |
| LPL Financial LLC | 13,297 | $77.3K | 0.00% | −65,386−83.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,500 | $78.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 13,506 | $78.5K | 0.00% | +9,451+233.1% | Added |
| Manufacturers Life Insurance Company, The | 13,749 | $79.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,543 | $84.5K | 0.00% | +129+0.9% | Added |
| Deutsche Bank AG | 14,631 | $85.0K | 0.00% | −562−3.7% | Reduced |
| Two Sigma Investments, LP | 14,900 | $86.6K | 0.00% | −16,482−52.5% | Reduced |
| Squarepoint Ops LLC | 15,182 | $88.2K | 0.00% | +15,182 | New |
| American International Group, Inc. | 15,429 | $89.6K | 0.00% | −62−0.4% | Reduced |
| Ritholtz Wealth Management | 15,714 | $91.3K | 0.00% | +5,206+49.5% | Added |
| Brandywine Global Investment Management, LLC | 16,019 | $93.1K | 0.00% | +390+2.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,712 | $97.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 16,752 | $97.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,327 | $118.1K | 0.00% | −26,934−57.0% | Reduced |
| JPMorgan Chase & Co | 22,495 | $130.7K | 0.00% | +1,896+9.2% | Added |
| Simplex Trading, LLC | 22,557 | $131.0K | 0.00% | +12,158+116.9% | Added |
| Equitable Holdings, Inc. | 23,497 | $136.5K | 0.00% | +2,932+14.3% | Added |
| BNP Paribas Arbitrage, SA | 24,162 | $140.4K | 0.00% | −4,167−14.7% | Reduced |
| Victory Capital Management Inc | 25,863 | $150.3K | 0.00% | −1,236−4.6% | Reduced |
| Arete Wealth Advisors, LLC | 26,940 | $156.5K | 0.01% | +26,940 | New |
| Seizert Capital Partners, LLC | 29,803 | $173.2K | 0.01% | −8,303−21.8% | Reduced |
| Ethic Inc. | 34,965 | $203.1K | 0.01% | −8,898−20.3% | Reduced |
| Alps Advisors Inc | 35,533 | $206.4K | 0.00% | −2,027−5.4% | Reduced |
| Winton Group Ltd | 37,390 | $217.2K | 0.02% | −18,549−33.2% | Reduced |
| Connors Investor Services Inc | 40,300 | $234.0K | 0.03% | +4,500+12.6% | Added |
| Rhumbline Advisers | 42,321 | $245.9K | 0.00% | +1,477+3.6% | Added |
| Barclays PLC | 44,114 | $256.3K | 0.00% | +37,103+529.2% | Added |
| State of Tennessee, Treasury Department | 44,856 | $260.6K | 0.00% | +12,216+37.4% | Added |
| Raymond James & Associates | 46,250 | $268.7K | 0.00% | +12,971+39.0% | Added |
| Invesco Ltd. | 48,102 | $279.5K | 0.00% | +1,193+2.5% | Added |
| Bank of America Corp | 49,191 | $285.8K | 0.00% | +26,523+117.0% | Added |
| O'Shaughnessy Asset Management, LLC | 49,460 | $287.4K | 0.00% | −64,099−56.4% | Reduced |
| Janney Montgomery Scott LLC | 50,388 | $293.0K | 0.00% | +7,457+17.4% | Added |
| Campbell & CO Investment Adviser LLC | 53,115 | $308.6K | 0.03% | +8,155+18.1% | Added |
| AQR Capital Management LLC | 55,639 | $323.3K | 0.00% | +39,926+254.1% | Added |
| Goldman Sachs Group Inc | 60,011 | $348.7K | 0.00% | −17,910−23.0% | Reduced |
| Nuveen Asset Management, LLC | 61,211 | $355.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 62,200 | $361.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 64,836 | $376.7K | 0.01% | +64,836 | New |
| New York State Common Retirement Fund | 67,666 | $393.1K | 0.00% | +10,000+17.3% | Added |
| UBS Group AG | 69,691 | $404.9K | 0.00% | +33,299+91.5% | Added |
| State Board of Administration of Florida Retirement System | 72,515 | $421.3K | 0.00% | +72,515 | New |
| Bridgeway Capital Management, LLC | 78,133 | $454.0K | 0.01% | −8,784−10.1% | Reduced |
| First Trust Advisors LP | 83,599 | $485.7K | 0.00% | −147,581−63.8% | Reduced |
| Charles Schwab Investment Management Inc | 88,329 | $513.2K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 102,984 | $598.3K | 0.00% | +102,984 | New |
| Two Sigma Advisers, LP | 103,027 | $598.6K | 0.00% | −104,400−50.3% | Reduced |
| Susquehanna International Group, LLP | 104,462 | $606.9K | 0.00% | −142,080−57.6% | Reduced |
| Man Group plc | 106,583 | $619.2K | 0.00% | – | – |
| Raymond James Financial Services Advisors, Inc. | 116,023 | $674.1K | 0.00% | +54,315+88.0% | Added |
| Ameriprise Financial Inc | 156,201 | $907.5K | 0.00% | −21,677−12.2% | Reduced |
| Register Financial Advisors LLC | 161,418 | $937.8K | 0.63% | +24,966+18.3% | Added |
| Cornercap Investment Counsel Inc | 162,468 | $943.9K | 0.15% | +30,439+23.1% | Added |
| Advisor Group Holdings, Inc. | 164,980 | $958.5K | 0.00% | +161,171+4,231.3% | Added |
| Perritt Capital Management Inc | 176,530 | $1.03M | 0.57% | −8,001−4.3% | Reduced |
| Foundry Partners, LLC | 194,870 | $1.13M | 0.07% | −315,992−61.9% | Reduced |
| Bard Associates Inc | 248,618 | $1.44M | 0.55% | −3,545−1.4% | Reduced |
| Northern Trust Corp | 328,496 | $1.91M | 0.00% | +14,116+4.5% | Added |
| Bank of New York Mellon Corp | 386,584 | $2.25M | 0.00% | +6,135+1.6% | Added |
| American Century Companies Inc | 449,069 | $2.61M | 0.00% | +53,773+13.6% | Added |
| Russell Investments Group, Ltd. | 520,528 | $3.02M | 0.01% | +148,178+39.8% | Added |
| Punch & Associates Investment Management, Inc. | 523,814 | $3.04M | 0.18% | +49,044+10.3% | Added |
| Morgan Stanley | 534,568 | $3.11M | 0.00% | +167,652+45.7% | Added |
| State Street Corp | 645,381 | $3.75M | 0.00% | +81,020+14.4% | Added |
| Geode Capital Management, LLC | 686,309 | $3.99M | 0.00% | +44,755+7.0% | Added |