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 |
|---|---|---|---|---|---|
| Covestor Ltd | 37 | $0 | 0.00% | +22+146.7% | Added |
| Creative Financial Designs Inc | 15 | $80 | 0.00% | −15−50.0% | Reduced |
| Smartleaf Asset Management LLC | 76 | $389 | 0.00% | −217−74.1% | Reduced |
| True Wealth Design, LLC | 163 | $853 | 0.00% | +163 | New |
| Jones Financial Companies LLLP | 200 | $1.05K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 206 | $1.08K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 250 | $1.33K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 447 | $2.00K | 0.00% | +202+82.4% | Added |
| Nisa Investment Advisors, LLC | 453 | $2.37K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 470 | $2.46K | 0.00% | +470 | New |
| Park Square Financial Group, LLC | 500 | $2.62K | 0.00% | +500 | New |
| GAMMA Investing LLC | 694 | $3.63K | 0.00% | +662+2,068.8% | Added |
| Sterling Capital Management LLC | 756 | $3.95K | 0.00% | +677+857.0% | Added |
| CWM, LLC | 829 | $4.00K | 0.00% | +486+141.7% | Added |
| Venturi Wealth Management, LLC | 782 | $4.09K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 783 | $4.09K | 0.00% | +783 | New |
| SBI Securities Co., Ltd. | 953 | $4.98K | 0.00% | +953 | New |
| Larson Financial Group LLC | 1,000 | $5.23K | 0.00% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.28K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,064 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,559 | $8.15K | 0.00% | +35+2.3% | Added |
| Raffa Wealth Management, LLC | 1,628 | $8.51K | 0.00% | −457−21.9% | Reduced |
| Versant Capital Management, Inc | 1,642 | $8.59K | 0.00% | +1,128+219.5% | Added |
| SRS Capital Advisors, Inc. | 1,671 | $8.74K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,221 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,605 | $13.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,169 | $16.6K | 0.00% | −19,106−85.8% | Reduced |
| BNP Paribas Arbitrage, SA | 3,985 | $20.8K | 0.00% | −2,907−42.2% | Reduced |
| Royal Bank of Canada | 4,089 | $21.0K | 0.00% | −303−6.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,775 | $30.2K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 7,045 | $36.8K | 0.00% | −1,763−20.0% | Reduced |
| Quarry LP | 7,738 | $40.5K | 0.01% | +7,738 | New |
| Tower Research Capital LLC (TRC) | 8,932 | $46.7K | 0.00% | +347+4.0% | Added |
| Creative Planning | 10,000 | $52.3K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,193 | $53.3K | 0.00% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 11,000 | $57.5K | 0.05% | +11,000 | New |
| Advisor Group Holdings, Inc. | 11,021 | $57.6K | 0.00% | +3,648+49.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $58.0K | 0.00% | +11,089 | New |
| CAPROCK Group, Inc. | 12,030 | $62.9K | 0.00% | −1,374−10.3% | Reduced |
| Legal & General Group Plc | 12,088 | $63.2K | 0.00% | +4,375+56.7% | Added |
| Wellington Management Group LLP | 12,158 | $63.6K | 0.00% | +366+3.1% | Added |
| Price T Rowe Associates Inc | 12,259 | $65.0K | 0.00% | +12,259 | New |
| Intech Investment Management LLC | 13,019 | $68.1K | 0.00% | +13,019 | New |
| Manufacturers Life Insurance Company, The | 13,074 | $68.4K | 0.00% | −386−2.9% | Reduced |
| SG Americas Securities, LLC | 13,223 | $69.0K | 0.00% | +2,650+25.1% | Added |
| The PNC Financial Services Group, Inc. | 13,205 | $69.1K | 0.00% | −1,468−10.0% | Reduced |
| HRT Financial LP | 13,664 | $71.0K | 0.00% | +13,664 | New |
| Cambridge Investment Research Advisors, Inc. | 14,300 | $75.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 15,242 | $79.7K | 0.00% | −1,150−7.0% | Reduced |
| LPL Financial LLC | 15,848 | $82.9K | 0.00% | +4,955+45.5% | Added |
| Equitable Holdings, Inc. | 15,933 | $83.3K | 0.00% | −10,069−38.7% | Reduced |
| Engineers Gate Manager LP | 17,098 | $89.4K | 0.00% | +17,098 | New |
| JustInvest LLC | 17,413 | $91.1K | 0.00% | +1,824+11.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 17,540 | $91.7K | 0.00% | +760+4.5% | Added |
| Alliancebernstein L.P. | 17,610 | $92.1K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 18,560 | $97.1K | 0.00% | +18,560 | New |
| MetLife Investment Management | 19,232 | $100.6K | 0.00% | +13,270+222.6% | Added |
| Truist Financial Corp | 21,516 | $112.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 24,835 | $129.9K | 0.00% | +1,744+7.6% | Added |
| Citadel Advisors LLC | 25,545 | $133.6K | 0.00% | +2,256+9.7% | Added |
| O'Shaughnessy Asset Management, LLC | 26,030 | $136.1K | 0.00% | −9,807−27.4% | Reduced |
| Certior Financial Group, LLC | 26,730 | $139.8K | 0.12% | +26,730 | New |
| Marshall Wace, LLP | 27,249 | $142.5K | 0.00% | +27,249 | New |
| Two Sigma Investments, LP | 28,211 | $147.5K | 0.00% | +28,211 | New |
| XTX Topco Ltd | 28,941 | $151.4K | 0.01% | +7,815+37.0% | Added |
| PharVision Advisers, LLC | 29,027 | $151.8K | 0.13% | +29,027 | New |
| Campbell & CO Investment Adviser LLC | 29,610 | $154.9K | 0.01% | +29,610 | New |
| Algert Global LLC | 30,730 | $160.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 31,462 | $164.5K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 32,634 | $170.7K | 0.00% | +7,709+30.9% | Added |
| Victory Capital Management Inc | 33,451 | $174.9K | 0.00% | +20,894+166.4% | Added |
| Prosperity Consulting Group, LLC | 36,020 | $188.4K | 0.01% | +12,638+54.1% | Added |
| Rhumbline Advisers | 39,365 | $205.9K | 0.00% | −1,656−4.0% | Reduced |
| Ellevest, Inc. | 39,479 | $206.5K | 0.01% | −6,909−14.9% | Reduced |
| Quantinno Capital Management LP | 41,501 | $217.1K | 0.00% | −9,499−18.6% | Reduced |
| Ancora Advisors, LLC | 43,212 | $226.0K | 0.01% | −150−0.3% | Reduced |
| Connors Investor Services Inc | 44,713 | $233.8K | 0.02% | −587−1.3% | Reduced |
| Susquehanna International Group, LLP | 46,339 | $242.4K | 0.00% | −69,104−59.9% | Reduced |
| JPMorgan Chase & Co | 48,336 | $252.8K | 0.00% | +34,125+240.1% | Added |
| Barclays PLC | 49,309 | $257.9K | 0.00% | +3,978+8.8% | Added |
| Bank of America Corp | 51,446 | $269.1K | 0.00% | +14,512+39.3% | Added |
| Deutsche Bank AG | 52,092 | $272.4K | 0.00% | +25,985+99.5% | Added |
| Arete Wealth Advisors, LLC | 53,212 | $279.0K | 0.02% | +15,340+40.5% | Added |
| Penn Mutual Asset Management, LLC | 60,168 | $314.7K | 0.57% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 61,211 | $320.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 63,057 | $329.8K | 0.00% | +17,191+37.5% | Added |
| Invesco Ltd. | 72,650 | $380.0K | 0.00% | +901+1.3% | Added |
| Charles Schwab Investment Management Inc | 88,524 | $463.0K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 96,033 | $502.3K | 0.01% | −2,300−2.3% | Reduced |
| Kings Path Partners LLC | 107,430 | $561.9K | 0.24% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 112,647 | $589.1K | 0.00% | +22,223+24.6% | Added |
| Ethic Inc. | 127,263 | $665.6K | 0.01% | +27,714+27.8% | Added |
| Perritt Capital Management Inc | 197,801 | $1.03M | 0.54% | −1,253−0.6% | Reduced |
| Bard Associates Inc | 223,117 | $1.17M | 0.40% | −10,500−4.5% | Reduced |
| CWA Asset Management Group, LLC | 234,562 | $1.23M | 0.06% | +20,692+9.7% | Added |
| Bank of New York Mellon Corp | 248,872 | $1.30M | 0.00% | −153,807−38.2% | Reduced |
| Raymond James Financial Inc | 282,496 | $1.48M | 0.00% | +282,496 | New |
| Register Financial Advisors LLC | 289,902 | $1.52M | 0.76% | +2,303+0.8% | Added |
| Northern Trust Corp | 319,784 | $1.67M | 0.00% | +14,727+4.8% | Added |
| UBS Group AG | 338,863 | $1.77M | 0.00% | +307,738+988.7% | Added |