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, Q4 2024
Institutional positions in Evolution Petroleum Corp as of Dec 31, 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
- 113
- +1 vs. Q3 2024
- Shares held
- 19.3M
- +785.4K (+4.2%) vs. Q3 2024
- Total value
- $100.8M
- +$2.58M (+2.6%) vs. Q3 2024
- New holders
- 20
- 43 more added
- Sold out
- 19
- 27 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,641,950 | $13.8M | 0.00% | +62,983+2.4% | Added |
| WealthTrust Axiom LLC | 1,737,867 | $9.09M | 2.71% | +32,729+1.9% | Added |
| Vanguard Group Inc | 1,590,830 | $8.32M | 0.00% | +4,927+0.3% | Added |
| Dimensional Fund Advisors LP | 1,510,454 | $7.90M | 0.00% | +89,697+6.3% | Added |
| River Road Asset Management, LLC | 1,323,211 | $6.92M | 0.09% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,095,956 | $5.73M | 0.01% | −25,641−2.3% | Reduced |
| Ranger Investment Management, L.P. | 1,069,565 | $5.59M | 0.35% | −23,510−2.2% | Reduced |
| North Star Investment Management Corp. | 833,264 | $4.36M | 0.30% | +10,129+1.2% | Added |
| Geode Capital Management, LLC | 712,521 | $3.73M | 0.00% | +2,657+0.4% | Added |
| State Street Corp | 689,684 | $3.61M | 0.00% | +24,445+3.7% | Added |
| American Century Companies Inc | 629,696 | $3.29M | 0.00% | +149,130+31.0% | Added |
| Morgan Stanley | 620,578 | $3.25M | 0.00% | −16,813−2.6% | Reduced |
| Russell Investments Group, Ltd. | 546,878 | $2.86M | 0.00% | −91,392−14.3% | Reduced |
| UBS Group AG | 338,863 | $1.77M | 0.00% | +307,738+988.7% | Added |
| Northern Trust Corp | 319,784 | $1.67M | 0.00% | +14,727+4.8% | Added |
| Register Financial Advisors LLC | 289,902 | $1.52M | 0.76% | +2,303+0.8% | Added |
| Raymond James Financial Inc | 282,496 | $1.48M | 0.00% | +282,496 | New |
| Bank of New York Mellon Corp | 248,872 | $1.30M | 0.00% | −153,807−38.2% | Reduced |
| CWA Asset Management Group, LLC | 234,562 | $1.23M | 0.06% | +20,692+9.7% | Added |
| Bard Associates Inc | 223,117 | $1.17M | 0.40% | −10,500−4.5% | Reduced |
| Perritt Capital Management Inc | 197,801 | $1.03M | 0.54% | −1,253−0.6% | Reduced |
| Ethic Inc. | 127,263 | $665.6K | 0.01% | +27,714+27.8% | Added |
| Goldman Sachs Group Inc | 112,647 | $589.1K | 0.00% | +22,223+24.6% | Added |
| Kings Path Partners LLC | 107,430 | $561.9K | 0.24% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 96,033 | $502.3K | 0.01% | −2,300−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 88,524 | $463.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 72,650 | $380.0K | 0.00% | +901+1.3% | Added |
| Wells Fargo & Company | 63,057 | $329.8K | 0.00% | +17,191+37.5% | Added |
| Nuveen Asset Management, LLC | 61,211 | $320.1K | 0.00% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 60,168 | $314.7K | 0.57% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 53,212 | $279.0K | 0.02% | +15,340+40.5% | Added |
| Deutsche Bank AG | 52,092 | $272.4K | 0.00% | +25,985+99.5% | Added |
| Bank of America Corp | 51,446 | $269.1K | 0.00% | +14,512+39.3% | Added |
| Barclays PLC | 49,309 | $257.9K | 0.00% | +3,978+8.8% | Added |
| JPMorgan Chase & Co | 48,336 | $252.8K | 0.00% | +34,125+240.1% | Added |
| Susquehanna International Group, LLP | 46,339 | $242.4K | 0.00% | −69,104−59.9% | Reduced |
| Connors Investor Services Inc | 44,713 | $233.8K | 0.02% | −587−1.3% | Reduced |
| Ancora Advisors, LLC | 43,212 | $226.0K | 0.01% | −150−0.3% | Reduced |
| Quantinno Capital Management LP | 41,501 | $217.1K | 0.00% | −9,499−18.6% | Reduced |
| Ellevest, Inc. | 39,479 | $206.5K | 0.01% | −6,909−14.9% | Reduced |
| Rhumbline Advisers | 39,365 | $205.9K | 0.00% | −1,656−4.0% | Reduced |
| Prosperity Consulting Group, LLC | 36,020 | $188.4K | 0.01% | +12,638+54.1% | Added |
| Victory Capital Management Inc | 33,451 | $174.9K | 0.00% | +20,894+166.4% | Added |
| Cerity Partners LLC | 32,634 | $170.7K | 0.00% | +7,709+30.9% | Added |
| New York State Common Retirement Fund | 31,462 | $164.5K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 30,730 | $160.7K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 29,610 | $154.9K | 0.01% | +29,610 | New |
| PharVision Advisers, LLC | 29,027 | $151.8K | 0.13% | +29,027 | New |
| XTX Topco Ltd | 28,941 | $151.4K | 0.01% | +7,815+37.0% | Added |
| Two Sigma Investments, LP | 28,211 | $147.5K | 0.00% | +28,211 | New |
| Marshall Wace, LLP | 27,249 | $142.5K | 0.00% | +27,249 | New |
| Certior Financial Group, LLC | 26,730 | $139.8K | 0.12% | +26,730 | New |
| O'Shaughnessy Asset Management, LLC | 26,030 | $136.1K | 0.00% | −9,807−27.4% | Reduced |
| Citadel Advisors LLC | 25,545 | $133.6K | 0.00% | +2,256+9.7% | Added |
| Citigroup Inc | 24,835 | $129.9K | 0.00% | +1,744+7.6% | Added |
| Truist Financial Corp | 21,516 | $112.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 19,232 | $100.6K | 0.00% | +13,270+222.6% | Added |
| Millennium Management LLC | 18,560 | $97.1K | 0.00% | +18,560 | New |
| Alliancebernstein L.P. | 17,610 | $92.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 17,540 | $91.7K | 0.00% | +760+4.5% | Added |
| JustInvest LLC | 17,413 | $91.1K | 0.00% | +1,824+11.7% | Added |
| Engineers Gate Manager LP | 17,098 | $89.4K | 0.00% | +17,098 | New |
| Equitable Holdings, Inc. | 15,933 | $83.3K | 0.00% | −10,069−38.7% | Reduced |
| LPL Financial LLC | 15,848 | $82.9K | 0.00% | +4,955+45.5% | Added |
| Corebridge Financial, Inc. | 15,242 | $79.7K | 0.00% | −1,150−7.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,300 | $75.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 13,664 | $71.0K | 0.00% | +13,664 | New |
| The PNC Financial Services Group, Inc. | 13,205 | $69.1K | 0.00% | −1,468−10.0% | Reduced |
| SG Americas Securities, LLC | 13,223 | $69.0K | 0.00% | +2,650+25.1% | Added |
| Manufacturers Life Insurance Company, The | 13,074 | $68.4K | 0.00% | −386−2.9% | Reduced |
| Intech Investment Management LLC | 13,019 | $68.1K | 0.00% | +13,019 | New |
| Price T Rowe Associates Inc | 12,259 | $65.0K | 0.00% | +12,259 | New |
| Wellington Management Group LLP | 12,158 | $63.6K | 0.00% | +366+3.1% | Added |
| Legal & General Group Plc | 12,088 | $63.2K | 0.00% | +4,375+56.7% | Added |
| CAPROCK Group, Inc. | 12,030 | $62.9K | 0.00% | −1,374−10.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $58.0K | 0.00% | +11,089 | New |
| Advisor Group Holdings, Inc. | 11,021 | $57.6K | 0.00% | +3,648+49.5% | Added |
| Chancellor Financial Group WB LP | 11,000 | $57.5K | 0.05% | +11,000 | New |
| Metis Global Partners, LLC | 10,193 | $53.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,000 | $52.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,932 | $46.7K | 0.00% | +347+4.0% | Added |
| Quarry LP | 7,738 | $40.5K | 0.01% | +7,738 | New |
| FMR LLC | 7,045 | $36.8K | 0.00% | −1,763−20.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,775 | $30.2K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,089 | $21.0K | 0.00% | −303−6.9% | Reduced |
| BNP Paribas Arbitrage, SA | 3,985 | $20.8K | 0.00% | −2,907−42.2% | Reduced |
| Group One Trading, L.P. | 3,169 | $16.6K | 0.00% | −19,106−85.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,605 | $13.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,221 | $11.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,671 | $8.74K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,642 | $8.59K | 0.00% | +1,128+219.5% | Added |
| Raffa Wealth Management, LLC | 1,628 | $8.51K | 0.00% | −457−21.9% | Reduced |
| CoreCap Advisors, LLC | 1,559 | $8.15K | 0.00% | +35+2.3% | Added |
| Amalgamated Bank | 1,064 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.28K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $5.23K | 0.00% | +1,000 | New |
| SBI Securities Co., Ltd. | 953 | $4.98K | 0.00% | +953 | New |
| Golden State Wealth Management, LLC | 783 | $4.09K | 0.00% | +783 | New |
| Venturi Wealth Management, LLC | 782 | $4.09K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 829 | $4.00K | 0.00% | +486+141.7% | Added |