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, Q2 2024
Institutional positions in Evolution Petroleum Corp as of Jun 30, 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
- 102
- −1 vs. Q1 2024
- Shares held
- 19.0M
- −313.4K (−1.6%) vs. Q1 2024
- Total value
- $100.1M
- −$18.4M (−15.5%) vs. Q1 2024
- New holders
- 20
- 42 more added
- Sold out
- 21
- 26 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,608,605 | $13.7M | 0.00% | −36,685−1.4% | Reduced |
| WealthTrust Axiom LLC | 1,659,724 | $8.75M | 2.90% | −2,643−0.2% | Reduced |
| Vanguard Group Inc | 1,574,869 | $8.30M | 0.00% | −36,736−2.3% | Reduced |
| Dimensional Fund Advisors LP | 1,336,348 | $7.04M | 0.00% | +5,250+0.4% | Added |
| River Road Asset Management, LLC | 1,323,211 | $6.97M | 0.10% | +65,107+5.2% | Added |
| Renaissance Technologies LLC | 1,315,383 | $6.93M | 0.01% | +58,586+4.7% | Added |
| Ranger Investment Management, L.P. | 1,070,255 | $5.64M | 0.38% | +59,315+5.9% | Added |
| North Star Investment Management Corp. | 828,012 | $4.36M | 0.32% | +58,643+7.6% | Added |
| Geode Capital Management, LLC | 708,711 | $3.74M | 0.00% | +28,817+4.2% | Added |
| State Street Corp | 658,564 | $3.47M | 0.00% | +6,649+1.0% | Added |
| Morgan Stanley | 638,091 | $3.36M | 0.00% | −30,596−4.6% | Reduced |
| American Century Companies Inc | 572,850 | $3.02M | 0.00% | +29,823+5.5% | Added |
| Russell Investments Group, Ltd. | 507,869 | $2.68M | 0.00% | −10,722−2.1% | Reduced |
| Bank of New York Mellon Corp | 400,178 | $2.11M | 0.00% | +26,286+7.0% | Added |
| Northern Trust Corp | 303,380 | $1.60M | 0.00% | −19,714−6.1% | Reduced |
| Register Financial Advisors LLC | 280,449 | $1.48M | 0.75% | +4,044+1.5% | Added |
| Bard Associates Inc | 234,217 | $1.23M | 0.47% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 198,887 | $1.05M | 0.57% | +23,120+13.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 190,892 | $1.01M | 0.00% | +20,567+12.1% | Added |
| Raymond James & Associates | 180,745 | $952.5K | 0.00% | +16,539+10.1% | Added |
| Invesco Ltd. | 144,728 | $762.7K | 0.00% | +18,180+14.4% | Added |
| Ethic Inc. | 108,000 | $569.2K | 0.01% | +8,451+8.5% | Added |
| Kings Path Partners LLC | 107,430 | $566.2K | 0.27% | +107,430 | New |
| Kingsview Wealth Management, LLC | 100,513 | $529.7K | 0.01% | +100,513 | New |
| Bridgeway Capital Management, LLC | 98,333 | $518.2K | 0.01% | −19,800−16.8% | Reduced |
| Charles Schwab Investment Management Inc | 88,524 | $466.5K | 0.00% | +5,076+6.1% | Added |
| First Trust Advisors LP | 83,535 | $440.2K | 0.00% | −886−1.0% | Reduced |
| Jane Street Group, LLC | 77,554 | $408.7K | 0.00% | +77,554 | New |
| Punch & Associates Investment Management, Inc. | 73,062 | $385.0K | 0.02% | −386,713−84.1% | Reduced |
| Prudential Financial Inc | 69,765 | $367.7K | 0.00% | −66,300−48.7% | Reduced |
| Gsa Capital Partners LLP | 65,447 | $345.0K | 0.02% | +65,447 | New |
| Susquehanna International Group, LLP | 61,491 | $324.1K | 0.00% | +27,479+80.8% | Added |
| Nuveen Asset Management, LLC | 61,211 | $322.6K | 0.00% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 60,168 | $317.1K | 0.67% | +17,000+39.4% | Added |
| Sequoia Financial Advisors, LLC | 57,941 | $305.3K | 0.00% | +57,941 | New |
| Janney Montgomery Scott LLC | 57,364 | $302.0K | 0.00% | +1,892+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 53,672 | $282.9K | 0.00% | −15,643−22.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 51,717 | $272.5K | 0.02% | −11,591−18.3% | Reduced |
| New York State Common Retirement Fund | 48,962 | $258.0K | 0.00% | −18,704−27.6% | Reduced |
| Goldman Sachs Group Inc | 48,782 | $257.1K | 0.00% | +18,837+62.9% | Added |
| Connors Investor Services Inc | 48,300 | $254.5K | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 47,523 | $250.4K | 0.00% | +4,310+10.0% | Added |
| Citadel Advisors LLC | 47,147 | $248.5K | 0.00% | +47,147 | New |
| Wells Fargo & Company | 42,541 | $224.2K | 0.00% | +33,265+358.6% | Added |
| Bank of America Corp | 40,632 | $214.1K | 0.00% | −1,207−2.9% | Reduced |
| Ellevest, Inc. | 39,344 | $207.3K | 0.01% | +3,173+8.8% | Added |
| Corton Capital Inc. | 38,253 | $201.6K | 0.11% | +38,253 | New |
| Prosperity Consulting Group, LLC | 34,297 | $180.7K | 0.02% | −19,134−35.8% | Reduced |
| Sanctuary Advisors, LLC | 30,846 | $178.6K | 0.00% | +30,846 | New |
| Arete Wealth Advisors, LLC | 31,101 | $168.0K | 0.01% | +31,101 | New |
| Graham Capital Management, L.P. | 28,422 | $149.8K | 0.01% | +12,706+80.8% | Added |
| UBS Group AG | 27,156 | $143.1K | 0.00% | −22,978−45.8% | Reduced |
| Victory Capital Management Inc | 27,124 | $142.9K | 0.00% | −1,075−3.8% | Reduced |
| Equitable Holdings, Inc. | 24,622 | $129.8K | 0.00% | +1,125+4.8% | Added |
| MetLife Investment Management | 18,066 | $95.2K | 0.00% | +1,605+9.8% | Added |
| AQR Capital Management LLC | 17,726 | $93.4K | 0.00% | −42,325−70.5% | Reduced |
| Alliancebernstein L.P. | 17,610 | $92.8K | 0.00% | +17,610 | New |
| Occudo Quantitative Strategies LP | 17,280 | $91.1K | 0.02% | +17,280 | New |
| Moors & Cabot, Inc. | 16,544 | $87.2K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 16,493 | $86.9K | 0.00% | +16,493 | New |
| Principal Financial Group Inc | 16,283 | $85.8K | 0.00% | +771+5.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,270 | $85.7K | 0.00% | +16,270 | New |
| HRT Financial LP | 16,247 | $85.0K | 0.00% | +16,247 | New |
| Atria Investments LLC | 14,799 | $78.0K | 0.00% | +14,799 | New |
| Cambridge Investment Research Advisors, Inc. | 14,522 | $77.0K | 0.00% | +1,021+7.6% | Added |
| Deutsche Bank AG | 14,395 | $75.9K | 0.00% | −2,000−12.2% | Reduced |
| JPMorgan Chase & Co | 13,965 | $73.6K | 0.00% | −19,509−58.3% | Reduced |
| Quantinno Capital Management LP | 13,481 | $71.0K | 0.00% | +13,481 | New |
| Manufacturers Life Insurance Company, The | 13,431 | $70.8K | 0.00% | −318−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 12,132 | $63.9K | 0.00% | +4,918+68.2% | Added |
| Barclays PLC | 12,075 | $63.6K | 0.00% | −11,118−47.9% | Reduced |
| LPL Financial LLC | 11,865 | $62.5K | 0.00% | +591+5.2% | Added |
| Tower Research Capital LLC (TRC) | 11,281 | $59.5K | 0.00% | +4,937+77.8% | Added |
| Group One Trading, L.P. | 10,800 | $56.9K | 0.00% | +7,100+191.9% | Added |
| Metis Global Partners, LLC | 10,193 | $53.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 9,347 | $49.0K | 0.00% | +7,684+462.1% | Added |
| Legal & General Group Plc | 7,713 | $40.6K | 0.00% | +4,349+129.3% | Added |
| Citigroup Inc | 7,622 | $40.2K | 0.00% | +1,857+32.2% | Added |
| FMR LLC | 7,157 | $37.7K | 0.00% | −354−4.7% | Reduced |
| BNP Paribas Arbitrage, SA | 6,683 | $35.2K | 0.00% | −19,192−74.2% | Reduced |
| Advisor Group Holdings, Inc. | 6,171 | $32.5K | 0.00% | −200,045−97.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,775 | $30.4K | 0.01% | +325+6.0% | Added |
| nVerses Capital, LLC | 4,600 | $24.2K | 0.01% | +4,600 | New |
| Royal Bank of Canada | 4,083 | $21.0K | 0.00% | +2,388+140.9% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $13.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,221 | $11.7K | 0.00% | −900−28.8% | Reduced |
| Raffa Wealth Management, LLC | 2,085 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,491 | $7.86K | 0.00% | +32+2.2% | Added |
| Amalgamated Bank | 1,064 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.32K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 514 | $2.71K | 0.00% | +514 | New |
| Comerica Bank | 316 | $1.67K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 268 | $1.41K | 0.00% | +217+425.5% | Added |
| CIBC Private Wealth Group, LLC | 250 | $1.32K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 239 | $1.28K | 0.00% | +6+2.6% | Added |
| CWM, LLC | 252 | $1.00K | 0.00% | +82+48.2% | Added |
| Covestor Ltd | 138 | $1.00K | 0.00% | +13+10.4% | Added |
| Nisa Investment Advisors, LLC | 131 | $690 | 0.00% | +131 | New |
| Aspire Private Capital, LLC | 100 | $527 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $264 | 0.00% | +50 | New |