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 |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 8,000 | $0 | 0.00% | +8,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $36 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 30 | $184 | 0.00% | +15+100.0% | Added |
| GAMMA Investing LLC | 51 | $313 | 0.00% | −68−57.1% | Reduced |
| First Horizon Advisors, Inc. | 99 | $607 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $614 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 155 | $952 | 0.00% | +94+154.1% | 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 |
| Farther Finance Advisors, LLC | 233 | $1.42K | 0.00% | +24+11.5% | Added |
| CIBC Private Wealth Group, LLC | 250 | $1.53K | 0.00% | +250 | New |
| Comerica Bank | 316 | $1.94K | 0.00% | −1,087−77.5% | Reduced |
| Federated Hermes, Inc. | 982 | $6.03K | 0.00% | +781+388.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,009 | $6.20K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,064 | $7.00K | 0.00% | −3,402−76.2% | Reduced |
| CoreCap Advisors, LLC | 1,459 | $8.96K | 0.00% | +1,459 | New |
| 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 |
| Metropolitan Life Insurance Co | 1,724 | $10.6K | 0.00% | −12−0.7% | Reduced |
| Geneos Wealth Management Inc. | 1,800 | $11.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,085 | $12.8K | 0.00% | +430+26.0% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $16.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,121 | $19.2K | 0.00% | −1,988−38.9% | Reduced |
| Legal & General Group Plc | 3,364 | $20.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,700 | $22.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5,450 | $33.5K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 5,765 | $35.4K | 0.00% | −7,741−57.3% | Reduced |
| Tower Research Capital LLC (TRC) | 6,344 | $39.0K | 0.00% | −1,615−20.3% | Reduced |
| The PNC Financial Services Group, Inc. | 7,214 | $44.3K | 0.00% | −1,179−14.0% | Reduced |
| FMR LLC | 7,511 | $46.1K | 0.00% | −279−3.6% | Reduced |
| Wells Fargo & Company | 9,276 | $57.0K | 0.00% | +1,238+15.4% | Added |
| Metis Global Partners, LLC | 10,193 | $62.6K | 0.00% | +10,193 | New |
| Voya Investment Management LLC | 10,698 | $65.7K | 0.00% | −3,845−26.4% | Reduced |
| LPL Financial LLC | 11,274 | $69.2K | 0.00% | −2,023−15.2% | Reduced |
| SpiderRock Advisors, LLC | 11,989 | $71.2K | 0.00% | +11,989 | New |
| Cetera Investment Advisers | 11,773 | $72.3K | 0.00% | −292−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,501 | $83.0K | 0.00% | +10.0% | Added |
| Manufacturers Life Insurance Company, The | 13,749 | $84.4K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 14,065 | $86.4K | 0.00% | −1,649−10.5% | Reduced |
| American International Group, Inc. | 15,297 | $93.9K | 0.00% | −132−0.9% | Reduced |
| Principal Financial Group Inc | 15,512 | $95.2K | 0.00% | +15,512 | New |
| Graham Capital Management, L.P. | 15,716 | $96.5K | 0.00% | +15,716 | New |
| Deutsche Bank AG | 16,395 | $100.7K | 0.00% | +1,764+12.1% | Added |
| MetLife Investment Management | 16,461 | $101.1K | 0.00% | −291−1.7% | Reduced |
| Moors & Cabot, Inc. | 16,544 | $101.6K | 0.01% | +16,544 | New |
| State of Wyoming | 21,108 | $129.6K | 0.02% | +9,065+75.3% | Added |
| Two Sigma Advisers, LP | 22,900 | $140.6K | 0.00% | −80,127−77.8% | Reduced |
| Barclays PLC | 23,193 | $142.4K | 0.00% | −20,921−47.4% | Reduced |
| Equitable Holdings, Inc. | 23,497 | $144.3K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 24,387 | $149.7K | 0.00% | −82,196−77.1% | Reduced |
| BNP Paribas Arbitrage, SA | 25,875 | $158.9K | 0.00% | +1,713+7.1% | Added |
| Victory Capital Management Inc | 28,199 | $173.1K | 0.00% | +2,336+9.0% | Added |
| Goldman Sachs Group Inc | 29,945 | $183.9K | 0.00% | −30,066−50.1% | Reduced |
| JPMorgan Chase & Co | 33,474 | $205.5K | 0.00% | +10,979+48.8% | Added |
| Susquehanna International Group, LLP | 34,012 | $208.8K | 0.00% | −70,450−67.4% | Reduced |
| Ellevest, Inc. | 36,171 | $222.1K | 0.01% | +36,171 | New |
| Aviva PLC | 36,857 | $226.3K | 0.00% | −66,127−64.2% | Reduced |
| Bank of America Corp | 41,839 | $256.9K | 0.00% | −7,352−14.9% | Reduced |
| Penn Mutual Asset Management, LLC | 43,168 | $265.1K | 0.57% | −656,885−93.8% | Reduced |
| Rhumbline Advisers | 43,213 | $265.3K | 0.00% | +892+2.1% | Added |
| Arrowstreet Capital, Limited Partnership | 47,375 | $291.0K | 0.00% | +47,375 | New |
| Connors Investor Services Inc | 48,300 | $296.6K | 0.03% | +8,000+19.9% | Added |
| UBS Group AG | 50,134 | $307.8K | 0.00% | −19,557−28.1% | Reduced |
| Prosperity Consulting Group, LLC | 53,431 | $328.1K | 0.04% | +53,431 | New |
| Janney Montgomery Scott LLC | 55,472 | $341.0K | 0.00% | +5,084+10.1% | Added |
| STRS Ohio | 56,700 | $348.0K | 0.00% | −5,500−8.8% | Reduced |
| Exchange Traded Concepts, LLC | 58,254 | $357.7K | 0.01% | −6,582−10.2% | Reduced |
| AQR Capital Management LLC | 60,051 | $368.7K | 0.00% | +4,412+7.9% | Added |
| Nuveen Asset Management, LLC | 61,211 | $375.8K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 63,308 | $388.7K | 0.03% | +10,193+19.2% | Added |
| New York State Common Retirement Fund | 67,666 | $415.5K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 69,315 | $425.6K | 0.00% | +19,855+40.1% | Added |
| Charles Schwab Investment Management Inc | 83,448 | $512.4K | 0.00% | −4,881−5.5% | Reduced |
| Ameriprise Financial Inc | 83,501 | $512.7K | 0.00% | −72,700−46.5% | Reduced |
| First Trust Advisors LP | 84,421 | $518.3K | 0.00% | +822+1.0% | Added |
| Ethic Inc. | 99,549 | $611.2K | 0.02% | +64,584+184.7% | Added |
| Bridgeway Capital Management, LLC | 118,133 | $725.3K | 0.01% | +40,000+51.2% | Added |
| Invesco Ltd. | 126,548 | $777.0K | 0.00% | +78,446+163.1% | Added |
| Prudential Financial Inc | 136,065 | $835.4K | 0.00% | +136,065 | New |
| Cornercap Investment Counsel Inc | 162,468 | $997.6K | 0.15% | 00.0% | Unchanged |
| Raymond James & Associates | 164,206 | $1.01M | 0.00% | +117,956+255.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 170,325 | $1.05M | 0.00% | +54,302+46.8% | Added |
| Perritt Capital Management Inc | 175,767 | $1.08M | 0.58% | −763−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 206,216 | $1.27M | 0.00% | +41,236+25.0% | Added |
| Bard Associates Inc | 234,217 | $1.44M | 0.52% | −14,401−5.8% | Reduced |
| Register Financial Advisors LLC | 276,405 | $1.70M | 0.88% | +114,987+71.2% | Added |
| Northern Trust Corp | 323,094 | $1.98M | 0.00% | −5,402−1.6% | Reduced |
| Bank of New York Mellon Corp | 373,892 | $2.30M | 0.00% | −12,692−3.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 459,775 | $2.82M | 0.16% | −64,039−12.2% | Reduced |
| Russell Investments Group, Ltd. | 518,591 | $3.18M | 0.01% | −1,937−0.4% | Reduced |
| American Century Companies Inc | 543,027 | $3.33M | 0.00% | +93,958+20.9% | Added |
| State Street Corp | 651,915 | $4.00M | 0.00% | +6,534+1.0% | Added |
| Morgan Stanley | 668,687 | $4.11M | 0.00% | +134,119+25.1% | Added |
| Geode Capital Management, LLC | 679,894 | $4.18M | 0.00% | −6,415−0.9% | Reduced |
| North Star Investment Management Corp. | 769,369 | $4.72M | 0.34% | +63,105+8.9% | Added |
| Ranger Investment Management, L.P. | 1,010,940 | $6.21M | 0.40% | +36,670+3.8% | Added |
| Renaissance Technologies LLC | 1,256,797 | $7.72M | 0.01% | −107,400−7.9% | Reduced |
| River Road Asset Management, LLC | 1,258,104 | $7.72M | 0.10% | −19,884−1.6% | Reduced |
| Dimensional Fund Advisors LP | 1,331,098 | $8.17M | 0.00% | +42,923+3.3% | Added |