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 |
|---|---|---|---|---|---|
| Penn Mutual Asset Management, LLC | 700,053 | $4.07M | 3.14% | +104,299+17.5% | Added |
| North Star Investment Management Corp. | 706,264 | $4.10M | 0.32% | +94,133+15.4% | Added |
| Ranger Investment Management, L.P. | 974,270 | $5.66M | 0.34% | +121,955+14.3% | Added |
| River Road Asset Management, LLC | 1,277,988 | $7.43M | 0.10% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,288,175 | $7.48M | 0.00% | +32,898+2.6% | Added |
| Renaissance Technologies LLC | 1,364,197 | $7.93M | 0.01% | −130,400−8.7% | Reduced |
| Vanguard Group Inc | 1,602,701 | $9.31M | 0.00% | −49,111−3.0% | Reduced |
| WealthTrust Axiom LLC | 1,666,452 | $9.68M | 3.24% | +24,853+1.5% | Added |
| BlackRock Inc. | 2,770,124 | $16.1M | 0.00% | +45,711+1.7% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −304,023−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −208,100−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −79,874−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −48,060−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −43,075−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −22,020−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −16,625−100.0% | Sold out |
| Woodstock Corp | 0 | $0 | 0.00% | −13,988−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,190−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −12,767−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −10,753−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,749−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,209−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −3,529−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −2,379−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −2,172−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −158−100.0% | Sold out |