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, Q1 2024
Institutional positions in Evolution Petroleum Corp as of Mar 31, 2024. 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
- 103
- −6 vs. Q4 2023
- Shares held
- 19.3M
- −783.9K (−3.9%) vs. Q4 2023
- Total value
- $118.5M
- +$1.77M (+1.5%) vs. Q4 2023
- New holders
- 15
- 33 more added
- Sold out
- 21
- 42 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,645,290 | $16.2M | 0.00% | −124,834−4.5% | Reduced |
| WealthTrust Axiom LLC | 1,662,367 | $10.2M | 3.29% | −4,085−0.2% | Reduced |
| Vanguard Group Inc | 1,611,605 | $9.90M | 0.00% | +8,904+0.6% | Added |
| Dimensional Fund Advisors LP | 1,331,098 | $8.17M | 0.00% | +42,923+3.3% | Added |
| River Road Asset Management, LLC | 1,258,104 | $7.72M | 0.10% | −19,884−1.6% | Reduced |
| Renaissance Technologies LLC | 1,256,797 | $7.72M | 0.01% | −107,400−7.9% | Reduced |
| Ranger Investment Management, L.P. | 1,010,940 | $6.21M | 0.40% | +36,670+3.8% | Added |
| North Star Investment Management Corp. | 769,369 | $4.72M | 0.34% | +63,105+8.9% | Added |
| Geode Capital Management, LLC | 679,894 | $4.18M | 0.00% | −6,415−0.9% | Reduced |
| Morgan Stanley | 668,687 | $4.11M | 0.00% | +134,119+25.1% | Added |
| State Street Corp | 651,915 | $4.00M | 0.00% | +6,534+1.0% | Added |
| American Century Companies Inc | 543,027 | $3.33M | 0.00% | +93,958+20.9% | Added |
| Russell Investments Group, Ltd. | 518,591 | $3.18M | 0.01% | −1,937−0.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 459,775 | $2.82M | 0.16% | −64,039−12.2% | Reduced |
| Bank of New York Mellon Corp | 373,892 | $2.30M | 0.00% | −12,692−3.3% | Reduced |
| Northern Trust Corp | 323,094 | $1.98M | 0.00% | −5,402−1.6% | Reduced |
| Register Financial Advisors LLC | 276,405 | $1.70M | 0.88% | +114,987+71.2% | Added |
| Bard Associates Inc | 234,217 | $1.44M | 0.52% | −14,401−5.8% | Reduced |
| Advisor Group Holdings, Inc. | 206,216 | $1.27M | 0.00% | +41,236+25.0% | Added |
| Perritt Capital Management Inc | 175,767 | $1.08M | 0.58% | −763−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 170,325 | $1.05M | 0.00% | +54,302+46.8% | Added |
| Raymond James & Associates | 164,206 | $1.01M | 0.00% | +117,956+255.0% | Added |
| Cornercap Investment Counsel Inc | 162,468 | $997.6K | 0.15% | 00.0% | Unchanged |
| Prudential Financial Inc | 136,065 | $835.4K | 0.00% | +136,065 | New |
| Invesco Ltd. | 126,548 | $777.0K | 0.00% | +78,446+163.1% | Added |
| Bridgeway Capital Management, LLC | 118,133 | $725.3K | 0.01% | +40,000+51.2% | Added |
| Ethic Inc. | 99,549 | $611.2K | 0.02% | +64,584+184.7% | Added |
| First Trust Advisors LP | 84,421 | $518.3K | 0.00% | +822+1.0% | Added |
| Ameriprise Financial Inc | 83,501 | $512.7K | 0.00% | −72,700−46.5% | Reduced |
| Charles Schwab Investment Management Inc | 83,448 | $512.4K | 0.00% | −4,881−5.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 69,315 | $425.6K | 0.00% | +19,855+40.1% | Added |
| New York State Common Retirement Fund | 67,666 | $415.5K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 63,308 | $388.7K | 0.03% | +10,193+19.2% | Added |
| Nuveen Asset Management, LLC | 61,211 | $375.8K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 60,051 | $368.7K | 0.00% | +4,412+7.9% | Added |
| Exchange Traded Concepts, LLC | 58,254 | $357.7K | 0.01% | −6,582−10.2% | Reduced |
| STRS Ohio | 56,700 | $348.0K | 0.00% | −5,500−8.8% | Reduced |
| Janney Montgomery Scott LLC | 55,472 | $341.0K | 0.00% | +5,084+10.1% | Added |
| Prosperity Consulting Group, LLC | 53,431 | $328.1K | 0.04% | +53,431 | New |
| UBS Group AG | 50,134 | $307.8K | 0.00% | −19,557−28.1% | Reduced |
| Connors Investor Services Inc | 48,300 | $296.6K | 0.03% | +8,000+19.9% | Added |
| Arrowstreet Capital, Limited Partnership | 47,375 | $291.0K | 0.00% | +47,375 | New |
| Rhumbline Advisers | 43,213 | $265.3K | 0.00% | +892+2.1% | Added |
| Penn Mutual Asset Management, LLC | 43,168 | $265.1K | 0.57% | −656,885−93.8% | Reduced |
| Bank of America Corp | 41,839 | $256.9K | 0.00% | −7,352−14.9% | Reduced |
| Aviva PLC | 36,857 | $226.3K | 0.00% | −66,127−64.2% | Reduced |
| Ellevest, Inc. | 36,171 | $222.1K | 0.01% | +36,171 | New |
| Susquehanna International Group, LLP | 34,012 | $208.8K | 0.00% | −70,450−67.4% | Reduced |
| JPMorgan Chase & Co | 33,474 | $205.5K | 0.00% | +10,979+48.8% | Added |
| Goldman Sachs Group Inc | 29,945 | $183.9K | 0.00% | −30,066−50.1% | Reduced |
| Victory Capital Management Inc | 28,199 | $173.1K | 0.00% | +2,336+9.0% | Added |
| BNP Paribas Arbitrage, SA | 25,875 | $158.9K | 0.00% | +1,713+7.1% | Added |
| Man Group plc | 24,387 | $149.7K | 0.00% | −82,196−77.1% | Reduced |
| Equitable Holdings, Inc. | 23,497 | $144.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 23,193 | $142.4K | 0.00% | −20,921−47.4% | Reduced |
| Two Sigma Advisers, LP | 22,900 | $140.6K | 0.00% | −80,127−77.8% | Reduced |
| State of Wyoming | 21,108 | $129.6K | 0.02% | +9,065+75.3% | Added |
| Moors & Cabot, Inc. | 16,544 | $101.6K | 0.01% | +16,544 | New |
| MetLife Investment Management | 16,461 | $101.1K | 0.00% | −291−1.7% | Reduced |
| Deutsche Bank AG | 16,395 | $100.7K | 0.00% | +1,764+12.1% | Added |
| Graham Capital Management, L.P. | 15,716 | $96.5K | 0.00% | +15,716 | New |
| Principal Financial Group Inc | 15,512 | $95.2K | 0.00% | +15,512 | New |
| American International Group, Inc. | 15,297 | $93.9K | 0.00% | −132−0.9% | Reduced |
| Ritholtz Wealth Management | 14,065 | $86.4K | 0.00% | −1,649−10.5% | Reduced |
| Manufacturers Life Insurance Company, The | 13,749 | $84.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,501 | $83.0K | 0.00% | +10.0% | Added |
| Cetera Investment Advisers | 11,773 | $72.3K | 0.00% | −292−2.4% | Reduced |
| SpiderRock Advisors, LLC | 11,989 | $71.2K | 0.00% | +11,989 | New |
| LPL Financial LLC | 11,274 | $69.2K | 0.00% | −2,023−15.2% | Reduced |
| Voya Investment Management LLC | 10,698 | $65.7K | 0.00% | −3,845−26.4% | Reduced |
| Metis Global Partners, LLC | 10,193 | $62.6K | 0.00% | +10,193 | New |
| Wells Fargo & Company | 9,276 | $57.0K | 0.00% | +1,238+15.4% | Added |
| FMR LLC | 7,511 | $46.1K | 0.00% | −279−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 7,214 | $44.3K | 0.00% | −1,179−14.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,344 | $39.0K | 0.00% | −1,615−20.3% | Reduced |
| Citigroup Inc | 5,765 | $35.4K | 0.00% | −7,741−57.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,450 | $33.5K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,700 | $22.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,364 | $20.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,121 | $19.2K | 0.00% | −1,988−38.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,605 | $16.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,085 | $12.8K | 0.00% | +430+26.0% | Added |
| Geneos Wealth Management Inc. | 1,800 | $11.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,724 | $10.6K | 0.00% | −12−0.7% | Reduced |
| Simplex Trading, LLC | 1,663 | $10.0K | 0.00% | −20,894−92.6% | Reduced |
| Royal Bank of Canada | 1,695 | $10.0K | 0.00% | −8,560−83.5% | Reduced |
| CoreCap Advisors, LLC | 1,459 | $8.96K | 0.00% | +1,459 | New |
| Amalgamated Bank | 1,064 | $7.00K | 0.00% | −3,402−76.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,009 | $6.20K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 982 | $6.03K | 0.00% | +781+388.6% | Added |
| Comerica Bank | 316 | $1.94K | 0.00% | −1,087−77.5% | Reduced |
| CIBC Private Wealth Group, LLC | 250 | $1.53K | 0.00% | +250 | New |
| Farther Finance Advisors, LLC | 233 | $1.42K | 0.00% | +24+11.5% | Added |
| CWM, LLC | 170 | $1.00K | 0.00% | −437−72.0% | Reduced |
| Valley National Advisers Inc | 190 | $1.00K | 0.00% | +190 | New |
| Covestor Ltd | 125 | $1.00K | 0.00% | +125 | New |
| Allspring Global Investments Holdings, LLC | 155 | $952 | 0.00% | +94+154.1% | Added |
| Aspire Private Capital, LLC | 100 | $614 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 99 | $607 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 51 | $313 | 0.00% | −68−57.1% | Reduced |