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 |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | −123−89.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 8,000 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 11 | $58 | 0.00% | +11 | New |
| Creative Financial Designs Inc | 30 | $159 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 32 | $170 | 0.00% | −236−88.1% | Reduced |
| Sterling Capital Management LLC | 79 | $419 | 0.00% | +79 | New |
| Aspire Private Capital, LLC | 100 | $531 | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 245 | $1.00K | 0.00% | +245 | New |
| Jones Financial Companies LLLP | 200 | $1.07K | 0.00% | +200 | New |
| Farther Finance Advisors, LLC | 206 | $1.09K | 0.00% | −33−13.8% | Reduced |
| Ronald Blue Trust, Inc. | 248 | $1.31K | 0.00% | +248 | New |
| CIBC Private Wealth Group, LLC | 250 | $1.33K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 293 | $1.56K | 0.00% | +293 | New |
| CWM, LLC | 343 | $2.00K | 0.00% | +91+36.1% | Added |
| Nisa Investment Advisors, LLC | 453 | $2.40K | 0.00% | +322+245.8% | Added |
| Versant Capital Management, Inc | 514 | $2.73K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 782 | $4.15K | 0.00% | +782 | New |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.36K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,064 | $6.00K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,300 | $6.90K | 0.00% | −3,300−71.7% | Reduced |
| AdvisorNet Financial, Inc | 1,500 | $7.96K | 0.00% | +1,500 | New |
| CoreCap Advisors, LLC | 1,524 | $8.09K | 0.00% | +33+2.2% | Added |
| SRS Capital Advisors, Inc. | 1,671 | $8.87K | 0.00% | +1,671 | New |
| Raffa Wealth Management, LLC | 2,085 | $11.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,221 | $11.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,605 | $13.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,332 | $17.7K | 0.00% | +3,332 | New |
| Simplex Trading, LLC | 3,894 | $20.0K | 0.00% | −5,453−58.3% | Reduced |
| Royal Bank of Canada | 4,392 | $23.0K | 0.00% | +309+7.6% | Added |
| Newbridge Financial Services Group, Inc. | 5,775 | $30.7K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 5,962 | $31.7K | 0.00% | −12,104−67.0% | Reduced |
| BNP Paribas Arbitrage, SA | 6,892 | $36.6K | 0.00% | +209+3.1% | Added |
| Advisor Group Holdings, Inc. | 7,373 | $39.2K | 0.00% | +1,202+19.5% | Added |
| Legal & General Group Plc | 7,713 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,585 | $45.6K | 0.00% | −2,696−23.9% | Reduced |
| FMR LLC | 8,808 | $46.8K | 0.00% | +1,651+23.1% | Added |
| Creative Planning | 10,000 | $53.1K | 0.00% | +10,000 | New |
| Metis Global Partners, LLC | 10,193 | $54.1K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 10,223 | $54.3K | 0.00% | +10,223 | New |
| Brevan Howard Capital Management LP | 10,347 | $54.9K | 0.00% | +10,347 | New |
| SG Americas Securities, LLC | 10,573 | $56.0K | 0.00% | +10,573 | New |
| LPL Financial LLC | 10,893 | $57.8K | 0.00% | −972−8.2% | Reduced |
| Wellington Management Group LLP | 11,792 | $62.6K | 0.00% | +11,792 | New |
| Victory Capital Management Inc | 12,557 | $66.7K | 0.00% | −14,567−53.7% | Reduced |
| CAPROCK Group, Inc. | 13,404 | $71.2K | 0.00% | +13,404 | New |
| Manufacturers Life Insurance Company, The | 13,460 | $71.5K | 0.00% | +29+0.2% | Added |
| JPMorgan Chase & Co | 14,211 | $75.5K | 0.00% | +246+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,300 | $76.0K | 0.00% | −222−1.5% | Reduced |
| Cresset Asset Management, LLC | 14,430 | $76.6K | 0.00% | +14,430 | New |
| The PNC Financial Services Group, Inc. | 14,673 | $77.9K | 0.00% | +2,541+20.9% | Added |
| JustInvest LLC | 15,589 | $82.8K | 0.00% | +15,589 | New |
| Jump Financial, LLC | 15,877 | $84.3K | 0.00% | +15,877 | New |
| Jane Street Group, LLC | 15,909 | $84.5K | 0.00% | −61,645−79.5% | Reduced |
| Corebridge Financial, Inc. | 16,392 | $87.0K | 0.00% | −101−0.6% | Reduced |
| Moors & Cabot, Inc. | 16,544 | $87.8K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,656 | $88.4K | 0.00% | −164,089−90.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,780 | $89.1K | 0.00% | +510+3.1% | Added |
| Alliancebernstein L.P. | 17,610 | $93.5K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 19,514 | $103.6K | 0.02% | +19,514 | New |
| Dynamic Technology Lab Private Ltd | 19,739 | $105.0K | 0.01% | +19,739 | New |
| XTX Topco Ltd | 21,126 | $112.2K | 0.01% | +21,126 | New |
| Truist Financial Corp | 21,516 | $114.3K | 0.00% | +21,516 | New |
| Group One Trading, L.P. | 22,275 | $118.3K | 0.00% | +11,475+106.3% | Added |
| Citigroup Inc | 23,091 | $122.6K | 0.00% | +15,469+203.0% | Added |
| Citadel Advisors LLC | 23,289 | $123.7K | 0.00% | −23,858−50.6% | Reduced |
| Prosperity Consulting Group, LLC | 23,382 | $124.2K | 0.01% | −10,915−31.8% | Reduced |
| Corton Capital Inc. | 24,300 | $129.0K | 0.06% | −13,953−36.5% | Reduced |
| Cerity Partners LLC | 24,925 | $132.4K | 0.00% | +24,925 | New |
| Equitable Holdings, Inc. | 26,002 | $138.1K | 0.00% | +1,380+5.6% | Added |
| Deutsche Bank AG | 26,107 | $138.6K | 0.00% | +11,712+81.4% | Added |
| Algert Global LLC | 30,730 | $163.2K | 0.00% | +30,730 | New |
| UBS Group AG | 31,125 | $165.3K | 0.00% | +3,969+14.6% | Added |
| New York State Common Retirement Fund | 31,462 | $167.1K | 0.00% | −17,500−35.7% | Reduced |
| Graham Capital Management, L.P. | 35,484 | $188.4K | 0.01% | +7,062+24.8% | Added |
| Bank of America Corp | 36,934 | $196.1K | 0.00% | −3,698−9.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,837 | $198.5K | 0.00% | −17,835−33.2% | Reduced |
| Arete Wealth Advisors, LLC | 37,872 | $202.0K | 0.02% | +6,771+21.8% | Added |
| Rhumbline Advisers | 41,021 | $217.8K | 0.00% | −6,502−13.7% | Reduced |
| Ancora Advisors, LLC | 43,362 | $230.3K | 0.01% | +43,362 | New |
| Connors Investor Services Inc | 45,300 | $240.5K | 0.02% | −3,000−6.2% | Reduced |
| Barclays PLC | 45,331 | $240.7K | 0.00% | +33,256+275.4% | Added |
| Wells Fargo & Company | 45,866 | $243.5K | 0.00% | +3,325+7.8% | Added |
| Ellevest, Inc. | 46,388 | $246.3K | 0.01% | +7,044+17.9% | Added |
| Quantinno Capital Management LP | 51,000 | $270.8K | 0.00% | +37,519+278.3% | Added |
| Exchange Traded Concepts, LLC | 55,935 | $297.0K | 0.01% | +55,935 | New |
| Penn Mutual Asset Management, LLC | 60,168 | $319.5K | 0.63% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 61,211 | $325.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 71,749 | $381.0K | 0.00% | −72,979−50.4% | Reduced |
| Charles Schwab Investment Management Inc | 88,524 | $470.1K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 90,424 | $480.2K | 0.00% | +41,642+85.4% | Added |
| Bridgeway Capital Management, LLC | 98,333 | $522.1K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 107,430 | $570.5K | 0.24% | 00.0% | Unchanged |
| Ethic Inc. | 99,549 | $611.2K | 0.02% | −8,451−7.8% | Reduced |
| Susquehanna International Group, LLP | 115,443 | $613.0K | 0.00% | +53,952+87.7% | Added |
| Perritt Capital Management Inc | 199,054 | $1.06M | 0.54% | +167+0.1% | Added |
| CWA Asset Management Group, LLC | 213,870 | $1.14M | 0.06% | +213,870 | New |
| Bard Associates Inc | 233,617 | $1.24M | 0.42% | −600−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 242,567 | $1.29M | 0.00% | +51,675+27.1% | Added |
| Register Financial Advisors LLC | 287,599 | $1.53M | 0.78% | +7,150+2.5% | Added |
| Northern Trust Corp | 305,057 | $1.62M | 0.00% | +1,677+0.6% | Added |