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 |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 8,000 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30 | $158 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $264 | 0.00% | +50 | New |
| Aspire Private Capital, LLC | 100 | $527 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 131 | $690 | 0.00% | +131 | New |
| CWM, LLC | 252 | $1.00K | 0.00% | +82+48.2% | Added |
| Covestor Ltd | 138 | $1.00K | 0.00% | +13+10.4% | Added |
| Farther Finance Advisors, LLC | 239 | $1.28K | 0.00% | +6+2.6% | Added |
| CIBC Private Wealth Group, LLC | 250 | $1.32K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 268 | $1.41K | 0.00% | +217+425.5% | Added |
| Comerica Bank | 316 | $1.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 514 | $2.71K | 0.00% | +514 | New |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.32K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,064 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,491 | $7.86K | 0.00% | +32+2.2% | Added |
| Raffa Wealth Management, LLC | 2,085 | $11.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,221 | $11.7K | 0.00% | −900−28.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,605 | $13.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,083 | $21.0K | 0.00% | +2,388+140.9% | Added |
| nVerses Capital, LLC | 4,600 | $24.2K | 0.01% | +4,600 | New |
| Newbridge Financial Services Group, Inc. | 5,775 | $30.4K | 0.01% | +325+6.0% | Added |
| Advisor Group Holdings, Inc. | 6,171 | $32.5K | 0.00% | −200,045−97.0% | Reduced |
| BNP Paribas Arbitrage, SA | 6,683 | $35.2K | 0.00% | −19,192−74.2% | Reduced |
| FMR LLC | 7,157 | $37.7K | 0.00% | −354−4.7% | Reduced |
| Citigroup Inc | 7,622 | $40.2K | 0.00% | +1,857+32.2% | Added |
| Legal & General Group Plc | 7,713 | $40.6K | 0.00% | +4,349+129.3% | Added |
| Simplex Trading, LLC | 9,347 | $49.0K | 0.00% | +7,684+462.1% | Added |
| Metis Global Partners, LLC | 10,193 | $53.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10,800 | $56.9K | 0.00% | +7,100+191.9% | Added |
| Tower Research Capital LLC (TRC) | 11,281 | $59.5K | 0.00% | +4,937+77.8% | Added |
| LPL Financial LLC | 11,865 | $62.5K | 0.00% | +591+5.2% | Added |
| Barclays PLC | 12,075 | $63.6K | 0.00% | −11,118−47.9% | Reduced |
| The PNC Financial Services Group, Inc. | 12,132 | $63.9K | 0.00% | +4,918+68.2% | Added |
| Manufacturers Life Insurance Company, The | 13,431 | $70.8K | 0.00% | −318−2.3% | Reduced |
| Quantinno Capital Management LP | 13,481 | $71.0K | 0.00% | +13,481 | New |
| JPMorgan Chase & Co | 13,965 | $73.6K | 0.00% | −19,509−58.3% | Reduced |
| Deutsche Bank AG | 14,395 | $75.9K | 0.00% | −2,000−12.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,522 | $77.0K | 0.00% | +1,021+7.6% | Added |
| Atria Investments LLC | 14,799 | $78.0K | 0.00% | +14,799 | New |
| HRT Financial LP | 16,247 | $85.0K | 0.00% | +16,247 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 16,270 | $85.7K | 0.00% | +16,270 | New |
| Principal Financial Group Inc | 16,283 | $85.8K | 0.00% | +771+5.0% | Added |
| Corebridge Financial, Inc. | 16,493 | $86.9K | 0.00% | +16,493 | New |
| Moors & Cabot, Inc. | 16,544 | $87.2K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 17,280 | $91.1K | 0.02% | +17,280 | New |
| Alliancebernstein L.P. | 17,610 | $92.8K | 0.00% | +17,610 | New |
| AQR Capital Management LLC | 17,726 | $93.4K | 0.00% | −42,325−70.5% | Reduced |
| MetLife Investment Management | 18,066 | $95.2K | 0.00% | +1,605+9.8% | Added |
| Equitable Holdings, Inc. | 24,622 | $129.8K | 0.00% | +1,125+4.8% | Added |
| Victory Capital Management Inc | 27,124 | $142.9K | 0.00% | −1,075−3.8% | Reduced |
| UBS Group AG | 27,156 | $143.1K | 0.00% | −22,978−45.8% | Reduced |
| Graham Capital Management, L.P. | 28,422 | $149.8K | 0.01% | +12,706+80.8% | Added |
| Arete Wealth Advisors, LLC | 31,101 | $168.0K | 0.01% | +31,101 | New |
| Sanctuary Advisors, LLC | 30,846 | $178.6K | 0.00% | +30,846 | New |
| Prosperity Consulting Group, LLC | 34,297 | $180.7K | 0.02% | −19,134−35.8% | Reduced |
| Corton Capital Inc. | 38,253 | $201.6K | 0.11% | +38,253 | New |
| Ellevest, Inc. | 39,344 | $207.3K | 0.01% | +3,173+8.8% | Added |
| Bank of America Corp | 40,632 | $214.1K | 0.00% | −1,207−2.9% | Reduced |
| Wells Fargo & Company | 42,541 | $224.2K | 0.00% | +33,265+358.6% | Added |
| Citadel Advisors LLC | 47,147 | $248.5K | 0.00% | +47,147 | New |
| Rhumbline Advisers | 47,523 | $250.4K | 0.00% | +4,310+10.0% | Added |
| Connors Investor Services Inc | 48,300 | $254.5K | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 48,782 | $257.1K | 0.00% | +18,837+62.9% | Added |
| New York State Common Retirement Fund | 48,962 | $258.0K | 0.00% | −18,704−27.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 51,717 | $272.5K | 0.02% | −11,591−18.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 53,672 | $282.9K | 0.00% | −15,643−22.6% | Reduced |
| Janney Montgomery Scott LLC | 57,364 | $302.0K | 0.00% | +1,892+3.4% | Added |
| Sequoia Financial Advisors, LLC | 57,941 | $305.3K | 0.00% | +57,941 | New |
| Penn Mutual Asset Management, LLC | 60,168 | $317.1K | 0.67% | +17,000+39.4% | Added |
| Nuveen Asset Management, LLC | 61,211 | $322.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 61,491 | $324.1K | 0.00% | +27,479+80.8% | Added |
| Gsa Capital Partners LLP | 65,447 | $345.0K | 0.02% | +65,447 | New |
| Prudential Financial Inc | 69,765 | $367.7K | 0.00% | −66,300−48.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 73,062 | $385.0K | 0.02% | −386,713−84.1% | Reduced |
| Jane Street Group, LLC | 77,554 | $408.7K | 0.00% | +77,554 | New |
| First Trust Advisors LP | 83,535 | $440.2K | 0.00% | −886−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 88,524 | $466.5K | 0.00% | +5,076+6.1% | Added |
| Bridgeway Capital Management, LLC | 98,333 | $518.2K | 0.01% | −19,800−16.8% | Reduced |
| Kingsview Wealth Management, LLC | 100,513 | $529.7K | 0.01% | +100,513 | New |
| Kings Path Partners LLC | 107,430 | $566.2K | 0.27% | +107,430 | New |
| Ethic Inc. | 108,000 | $569.2K | 0.01% | +8,451+8.5% | Added |
| Invesco Ltd. | 144,728 | $762.7K | 0.00% | +18,180+14.4% | Added |
| Raymond James & Associates | 180,745 | $952.5K | 0.00% | +16,539+10.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 190,892 | $1.01M | 0.00% | +20,567+12.1% | Added |
| Perritt Capital Management Inc | 198,887 | $1.05M | 0.57% | +23,120+13.2% | Added |
| Bard Associates Inc | 234,217 | $1.23M | 0.47% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 280,449 | $1.48M | 0.75% | +4,044+1.5% | Added |
| Northern Trust Corp | 303,380 | $1.60M | 0.00% | −19,714−6.1% | Reduced |
| Bank of New York Mellon Corp | 400,178 | $2.11M | 0.00% | +26,286+7.0% | Added |
| Russell Investments Group, Ltd. | 507,869 | $2.68M | 0.00% | −10,722−2.1% | Reduced |
| American Century Companies Inc | 572,850 | $3.02M | 0.00% | +29,823+5.5% | Added |
| Morgan Stanley | 638,091 | $3.36M | 0.00% | −30,596−4.6% | Reduced |
| State Street Corp | 658,564 | $3.47M | 0.00% | +6,649+1.0% | Added |
| Geode Capital Management, LLC | 708,711 | $3.74M | 0.00% | +28,817+4.2% | Added |
| North Star Investment Management Corp. | 828,012 | $4.36M | 0.32% | +58,643+7.6% | Added |
| Ranger Investment Management, L.P. | 1,070,255 | $5.64M | 0.38% | +59,315+5.9% | Added |
| Renaissance Technologies LLC | 1,315,383 | $6.93M | 0.01% | +58,586+4.7% | Added |
| River Road Asset Management, LLC | 1,323,211 | $6.97M | 0.10% | +65,107+5.2% | Added |
| Dimensional Fund Advisors LP | 1,336,348 | $7.04M | 0.00% | +5,250+0.4% | Added |
| Vanguard Group Inc | 1,574,869 | $8.30M | 0.00% | −36,736−2.3% | Reduced |