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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 402,679 | $2.14M | 0.00% | +2,501+0.6% | Added |
| American Century Companies Inc | 480,566 | $2.55M | 0.00% | −92,284−16.1% | Reduced |
| Morgan Stanley | 637,391 | $3.38M | 0.00% | −700−0.1% | Reduced |
| Russell Investments Group, Ltd. | 638,270 | $3.39M | 0.00% | +130,401+25.7% | Added |
| State Street Corp | 665,239 | $3.53M | 0.00% | +6,675+1.0% | Added |
| Geode Capital Management, LLC | 709,864 | $3.77M | 0.00% | +1,153+0.2% | Added |
| North Star Investment Management Corp. | 823,135 | $4.37M | 0.30% | −4,877−0.6% | Reduced |
| Ranger Investment Management, L.P. | 1,093,075 | $5.80M | 0.37% | +22,820+2.1% | Added |
| Renaissance Technologies LLC | 1,121,597 | $5.96M | 0.01% | −193,786−14.7% | Reduced |
| River Road Asset Management, LLC | 1,323,211 | $7.03M | 0.09% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,420,757 | $7.54M | 0.00% | +84,409+6.3% | Added |
| Vanguard Group Inc | 1,585,903 | $8.42M | 0.00% | +11,034+0.7% | Added |
| WealthTrust Axiom LLC | 1,705,138 | $9.05M | 2.68% | +45,414+2.7% | Added |
| BlackRock, Inc. | 2,578,967 | $13.7M | 0.00% | +2,578,967 | New |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −100,513−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −83,535−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −73,062−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −69,765−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −65,447−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −57,941−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −57,364−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −51,717−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −30,846−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −17,726−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,280−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −16,283−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,247−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −14,799−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |