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, Q3 2024
Institutional positions in Evolution Petroleum Corp as of Sep 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
- 114
- +13 vs. Q2 2024
- Shares held
- 18.7M
- +2.35M (+14.3%) vs. Q2 2024
- Total value
- $99.6M
- +$13.2M (+15.3%) vs. Q2 2024
- New holders
- 29
- 36 more added
- Sold out
- 16
- 28 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,578,967 | $13.7M | 0.00% | +2,578,967 | New |
| WealthTrust Axiom LLC | 1,705,138 | $9.05M | 2.68% | +45,414+2.7% | Added |
| Vanguard Group Inc | 1,585,903 | $8.42M | 0.00% | +11,034+0.7% | Added |
| Dimensional Fund Advisors LP | 1,420,757 | $7.54M | 0.00% | +84,409+6.3% | Added |
| River Road Asset Management, LLC | 1,323,211 | $7.03M | 0.09% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,121,597 | $5.96M | 0.01% | −193,786−14.7% | Reduced |
| Ranger Investment Management, L.P. | 1,093,075 | $5.80M | 0.37% | +22,820+2.1% | Added |
| North Star Investment Management Corp. | 823,135 | $4.37M | 0.30% | −4,877−0.6% | Reduced |
| Geode Capital Management, LLC | 709,864 | $3.77M | 0.00% | +1,153+0.2% | Added |
| State Street Corp | 665,239 | $3.53M | 0.00% | +6,675+1.0% | Added |
| Russell Investments Group, Ltd. | 638,270 | $3.39M | 0.00% | +130,401+25.7% | Added |
| Morgan Stanley | 637,391 | $3.38M | 0.00% | −700−0.1% | Reduced |
| American Century Companies Inc | 480,566 | $2.55M | 0.00% | −92,284−16.1% | Reduced |
| Bank of New York Mellon Corp | 402,679 | $2.14M | 0.00% | +2,501+0.6% | Added |
| Northern Trust Corp | 305,057 | $1.62M | 0.00% | +1,677+0.6% | Added |
| Register Financial Advisors LLC | 287,599 | $1.53M | 0.78% | +7,150+2.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 242,567 | $1.29M | 0.00% | +51,675+27.1% | Added |
| Bard Associates Inc | 233,617 | $1.24M | 0.42% | −600−0.3% | Reduced |
| CWA Asset Management Group, LLC | 213,870 | $1.14M | 0.06% | +213,870 | New |
| Perritt Capital Management Inc | 199,054 | $1.06M | 0.54% | +167+0.1% | Added |
| Susquehanna International Group, LLP | 115,443 | $613.0K | 0.00% | +53,952+87.7% | Added |
| Ethic Inc. | 99,549 | $611.2K | 0.02% | −8,451−7.8% | Reduced |
| Kings Path Partners LLC | 107,430 | $570.5K | 0.24% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 98,333 | $522.1K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 90,424 | $480.2K | 0.00% | +41,642+85.4% | Added |
| Charles Schwab Investment Management Inc | 88,524 | $470.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 71,749 | $381.0K | 0.00% | −72,979−50.4% | Reduced |
| Nuveen Asset Management, LLC | 61,211 | $325.0K | 0.00% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 60,168 | $319.5K | 0.63% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 55,935 | $297.0K | 0.01% | +55,935 | New |
| Quantinno Capital Management LP | 51,000 | $270.8K | 0.00% | +37,519+278.3% | Added |
| Ellevest, Inc. | 46,388 | $246.3K | 0.01% | +7,044+17.9% | Added |
| Wells Fargo & Company | 45,866 | $243.5K | 0.00% | +3,325+7.8% | Added |
| Barclays PLC | 45,331 | $240.7K | 0.00% | +33,256+275.4% | Added |
| Connors Investor Services Inc | 45,300 | $240.5K | 0.02% | −3,000−6.2% | Reduced |
| Ancora Advisors, LLC | 43,362 | $230.3K | 0.01% | +43,362 | New |
| Rhumbline Advisers | 41,021 | $217.8K | 0.00% | −6,502−13.7% | Reduced |
| Arete Wealth Advisors, LLC | 37,872 | $202.0K | 0.02% | +6,771+21.8% | Added |
| O'Shaughnessy Asset Management, LLC | 35,837 | $198.5K | 0.00% | −17,835−33.2% | Reduced |
| Bank of America Corp | 36,934 | $196.1K | 0.00% | −3,698−9.1% | Reduced |
| Graham Capital Management, L.P. | 35,484 | $188.4K | 0.01% | +7,062+24.8% | Added |
| New York State Common Retirement Fund | 31,462 | $167.1K | 0.00% | −17,500−35.7% | Reduced |
| UBS Group AG | 31,125 | $165.3K | 0.00% | +3,969+14.6% | Added |
| Algert Global LLC | 30,730 | $163.2K | 0.00% | +30,730 | New |
| Deutsche Bank AG | 26,107 | $138.6K | 0.00% | +11,712+81.4% | Added |
| Equitable Holdings, Inc. | 26,002 | $138.1K | 0.00% | +1,380+5.6% | Added |
| Cerity Partners LLC | 24,925 | $132.4K | 0.00% | +24,925 | New |
| Corton Capital Inc. | 24,300 | $129.0K | 0.06% | −13,953−36.5% | Reduced |
| Prosperity Consulting Group, LLC | 23,382 | $124.2K | 0.01% | −10,915−31.8% | Reduced |
| Citadel Advisors LLC | 23,289 | $123.7K | 0.00% | −23,858−50.6% | Reduced |
| Citigroup Inc | 23,091 | $122.6K | 0.00% | +15,469+203.0% | Added |
| Group One Trading, L.P. | 22,275 | $118.3K | 0.00% | +11,475+106.3% | Added |
| Truist Financial Corp | 21,516 | $114.3K | 0.00% | +21,516 | New |
| XTX Topco Ltd | 21,126 | $112.2K | 0.01% | +21,126 | New |
| Dynamic Technology Lab Private Ltd | 19,739 | $105.0K | 0.01% | +19,739 | New |
| Sherbrooke Park Advisers LLC | 19,514 | $103.6K | 0.02% | +19,514 | New |
| Alliancebernstein L.P. | 17,610 | $93.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 16,780 | $89.1K | 0.00% | +510+3.1% | Added |
| Raymond James & Associates | 16,656 | $88.4K | 0.00% | −164,089−90.8% | Reduced |
| Moors & Cabot, Inc. | 16,544 | $87.8K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 16,392 | $87.0K | 0.00% | −101−0.6% | Reduced |
| Jane Street Group, LLC | 15,909 | $84.5K | 0.00% | −61,645−79.5% | Reduced |
| Jump Financial, LLC | 15,877 | $84.3K | 0.00% | +15,877 | New |
| JustInvest LLC | 15,589 | $82.8K | 0.00% | +15,589 | New |
| The PNC Financial Services Group, Inc. | 14,673 | $77.9K | 0.00% | +2,541+20.9% | Added |
| Cresset Asset Management, LLC | 14,430 | $76.6K | 0.00% | +14,430 | New |
| Cambridge Investment Research Advisors, Inc. | 14,300 | $76.0K | 0.00% | −222−1.5% | Reduced |
| JPMorgan Chase & Co | 14,211 | $75.5K | 0.00% | +246+1.8% | Added |
| Manufacturers Life Insurance Company, The | 13,460 | $71.5K | 0.00% | +29+0.2% | Added |
| CAPROCK Group, Inc. | 13,404 | $71.2K | 0.00% | +13,404 | New |
| Victory Capital Management Inc | 12,557 | $66.7K | 0.00% | −14,567−53.7% | Reduced |
| Wellington Management Group LLP | 11,792 | $62.6K | 0.00% | +11,792 | New |
| LPL Financial LLC | 10,893 | $57.8K | 0.00% | −972−8.2% | Reduced |
| SG Americas Securities, LLC | 10,573 | $56.0K | 0.00% | +10,573 | New |
| Brevan Howard Capital Management LP | 10,347 | $54.9K | 0.00% | +10,347 | New |
| Colony Group, LLC | 10,223 | $54.3K | 0.00% | +10,223 | New |
| Metis Global Partners, LLC | 10,193 | $54.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,000 | $53.1K | 0.00% | +10,000 | New |
| FMR LLC | 8,808 | $46.8K | 0.00% | +1,651+23.1% | Added |
| Tower Research Capital LLC (TRC) | 8,585 | $45.6K | 0.00% | −2,696−23.9% | Reduced |
| Legal & General Group Plc | 7,713 | $41.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,373 | $39.2K | 0.00% | +1,202+19.5% | Added |
| BNP Paribas Arbitrage, SA | 6,892 | $36.6K | 0.00% | +209+3.1% | Added |
| MetLife Investment Management | 5,962 | $31.7K | 0.00% | −12,104−67.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,775 | $30.7K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,392 | $23.0K | 0.00% | +309+7.6% | Added |
| Simplex Trading, LLC | 3,894 | $20.0K | 0.00% | −5,453−58.3% | Reduced |
| Quantbot Technologies LP | 3,332 | $17.7K | 0.00% | +3,332 | New |
| Ameritas Investment Partners, Inc. | 2,605 | $13.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,221 | $11.8K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,085 | $11.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,671 | $8.87K | 0.00% | +1,671 | New |
| CoreCap Advisors, LLC | 1,524 | $8.09K | 0.00% | +33+2.2% | Added |
| AdvisorNet Financial, Inc | 1,500 | $7.96K | 0.00% | +1,500 | New |
| nVerses Capital, LLC | 1,300 | $6.90K | 0.00% | −3,300−71.7% | Reduced |
| Amalgamated Bank | 1,064 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.36K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 782 | $4.15K | 0.00% | +782 | New |
| Versant Capital Management, Inc | 514 | $2.73K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 453 | $2.40K | 0.00% | +322+245.8% | Added |