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, Q1 2025
Institutional positions in Evolution Petroleum Corp as of Mar 31, 2025. 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
- 112
- 0 vs. Q4 2024
- Shares held
- 19.4M
- +185.9K (+1.0%) vs. Q4 2024
- Total value
- $100.4M
- −$5.54K (0.0%) vs. Q4 2024
- New holders
- 12
- 37 more added
- Sold out
- 12
- 45 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,577,124 | $13.3M | 0.00% | −64,826−2.5% | Reduced |
| WealthTrust Axiom LLC | 1,767,188 | $9.15M | 2.79% | +29,321+1.7% | Added |
| Vanguard Group Inc | 1,583,218 | $8.20M | 0.00% | −7,612−0.5% | Reduced |
| Dimensional Fund Advisors LP | 1,512,917 | $7.84M | 0.00% | +2,463+0.2% | Added |
| River Road Asset Management, LLC | 1,319,742 | $6.84M | 0.09% | −3,469−0.3% | Reduced |
| Renaissance Technologies LLC | 1,096,297 | $5.68M | 0.01% | +3410.0% | Added |
| Ranger Investment Management, L.P. | 1,067,070 | $5.53M | 0.40% | −2,495−0.2% | Reduced |
| North Star Investment Management Corp. | 828,396 | $4.29M | 0.31% | −4,868−0.6% | Reduced |
| American Century Companies Inc | 749,442 | $3.88M | 0.00% | +119,746+19.0% | Added |
| Geode Capital Management, LLC | 740,799 | $3.84M | 0.00% | +28,278+4.0% | Added |
| State Street Corp | 678,674 | $3.52M | 0.00% | −11,010−1.6% | Reduced |
| Russell Investments Group, Ltd. | 670,155 | $3.47M | 0.00% | +123,277+22.5% | Added |
| Morgan Stanley | 609,037 | $3.15M | 0.00% | −11,541−1.9% | Reduced |
| Raymond James Financial Inc | 357,933 | $1.85M | 0.00% | +75,437+26.7% | Added |
| UBS Group AG | 348,771 | $1.81M | 0.00% | +9,908+2.9% | Added |
| Northern Trust Corp | 314,510 | $1.63M | 0.00% | −5,274−1.6% | Reduced |
| CWA Asset Management Group, LLC | 305,012 | $1.58M | 0.08% | +70,450+30.0% | Added |
| Register Financial Advisors LLC | 297,782 | $1.54M | 0.80% | +7,880+2.7% | Added |
| Bank of New York Mellon Corp | 242,605 | $1.26M | 0.00% | −6,267−2.5% | Reduced |
| Bard Associates Inc | 222,317 | $1.15M | 0.43% | −800−0.4% | Reduced |
| Perritt Capital Management Inc | 194,468 | $1.01M | 0.56% | −3,333−1.7% | Reduced |
| Goldman Sachs Group Inc | 139,715 | $723.7K | 0.00% | +27,068+24.0% | Added |
| Ethic Inc. | 140,200 | $717.8K | 0.01% | +12,937+10.2% | Added |
| Ancora Advisors, LLC | 104,920 | $543.5K | 0.01% | +61,708+142.8% | Added |
| Charles Schwab Investment Management Inc | 89,280 | $462.5K | 0.00% | +756+0.9% | Added |
| Bridgeway Capital Management, LLC | 74,333 | $385.0K | 0.01% | −21,700−22.6% | Reduced |
| Susquehanna International Group, LLP | 68,636 | $355.5K | 0.00% | +22,297+48.1% | Added |
| Invesco Ltd. | 66,865 | $346.4K | 0.00% | −5,785−8.0% | Reduced |
| Kings Path Partners LLC | 65,950 | $341.6K | 0.17% | −41,480−38.6% | Reduced |
| Wells Fargo & Company | 63,441 | $328.6K | 0.00% | +384+0.6% | Added |
| Nuveen, LLC | 61,211 | $317.1K | 0.00% | +61,211 | New |
| Arete Wealth Advisors, LLC | 53,212 | $276.0K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 50,448 | $261.3K | 0.00% | +11,083+28.2% | Added |
| Connors Investor Services Inc | 44,105 | $228.5K | 0.02% | −608−1.4% | Reduced |
| Deutsche Bank AG | 42,978 | $222.6K | 0.00% | −9,114−17.5% | Reduced |
| Ellevest, Inc. | 42,721 | $221.3K | 0.01% | +3,242+8.2% | Added |
| Bank of America Corp | 39,194 | $203.0K | 0.00% | −12,252−23.8% | Reduced |
| Two Sigma Investments, LP | 37,726 | $195.4K | 0.00% | +9,515+33.7% | Added |
| Barclays PLC | 34,255 | $177.4K | 0.00% | −15,054−30.5% | Reduced |
| Cerity Partners LLC | 33,904 | $175.6K | 0.00% | +1,270+3.9% | Added |
| Quantinno Capital Management LP | 33,749 | $174.8K | 0.00% | −7,752−18.7% | Reduced |
| Truist Financial Corp | 32,890 | $170.4K | 0.00% | +11,374+52.9% | Added |
| Prosperity Consulting Group, LLC | 31,923 | $165.4K | 0.01% | −4,097−11.4% | Reduced |
| Algert Global LLC | 30,730 | $159.2K | 0.00% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 27,166 | $140.7K | 0.12% | +436+1.6% | Added |
| New York State Common Retirement Fund | 23,862 | $123.6K | 0.00% | −7,600−24.2% | Reduced |
| Citigroup Inc | 22,181 | $114.9K | 0.00% | −2,654−10.7% | Reduced |
| Jane Street Group, LLC | 19,724 | $102.2K | 0.00% | +19,724 | New |
| Beaumont Capital Management, LLC | 19,070 | $98.8K | 0.07% | +19,070 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 18,320 | $94.9K | 0.00% | +780+4.4% | Added |
| Advisor Group Holdings, Inc. | 17,724 | $91.8K | 0.00% | +6,703+60.8% | Added |
| AQR Capital Management LLC | 17,635 | $91.3K | 0.00% | +17,635 | New |
| Alliancebernstein L.P. | 17,610 | $91.2K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 16,962 | $87.9K | 0.00% | +3,943+30.3% | Added |
| JPMorgan Chase & Co | 16,273 | $84.3K | 0.00% | −32,063−66.3% | Reduced |
| Equitable Holdings, Inc. | 16,221 | $84.0K | 0.00% | +288+1.8% | Added |
| JustInvest LLC | 16,145 | $83.6K | 0.00% | −1,268−7.3% | Reduced |
| Corebridge Financial, Inc. | 15,019 | $77.8K | 0.00% | −223−1.5% | Reduced |
| LPL Financial LLC | 14,928 | $77.3K | 0.00% | −920−5.8% | Reduced |
| CAPROCK Group, Inc. | 14,559 | $75.4K | 0.00% | +2,529+21.0% | Added |
| Campbell & CO Investment Adviser LLC | 14,418 | $74.7K | 0.01% | −15,192−51.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,100 | $73.0K | 0.00% | −200−1.4% | Reduced |
| Colony Group, LLC | 13,447 | $69.7K | 0.00% | +13,447 | New |
| Manufacturers Life Insurance Company, The | 13,217 | $68.5K | 0.00% | +143+1.1% | Added |
| Victory Capital Management Inc | 12,557 | $65.0K | 0.00% | −20,894−62.5% | Reduced |
| Wellington Management Group LLP | 12,432 | $64.4K | 0.00% | +274+2.3% | Added |
| Price T Rowe Associates Inc | 12,259 | $64.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 12,088 | $62.6K | 0.00% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 11,550 | $59.8K | 0.05% | +550+5.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $57.4K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,774 | $55.8K | 0.00% | +10,774 | New |
| Sherbrooke Park Advisers LLC | 10,514 | $54.5K | 0.03% | +10,514 | New |
| SG Americas Securities, LLC | 10,209 | $53.0K | 0.00% | −3,014−22.8% | Reduced |
| Metis Global Partners, LLC | 10,193 | $52.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,713 | $50.3K | 0.00% | −3,492−26.4% | Reduced |
| FMR LLC | 8,011 | $41.5K | 0.00% | +966+13.7% | Added |
| MetLife Investment Management | 5,948 | $30.8K | 0.00% | −13,284−69.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,775 | $29.9K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,581 | $18.6K | 0.00% | −21,964−86.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,872 | $14.9K | 0.00% | −6,060−67.8% | Reduced |
| CoreCap Advisors, LLC | 2,668 | $13.8K | 0.00% | +1,109+71.1% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $13.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,560 | $13.3K | 0.00% | −609−19.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,316 | $12.0K | 0.00% | +1,846+392.8% | Added |
| California State Teachers Retirement System | 2,221 | $11.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,047 | $10.0K | 0.00% | −2,042−49.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,630 | $8.44K | 0.00% | −2,355−59.1% | Reduced |
| Raffa Wealth Management, LLC | 1,628 | $8.43K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,064 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,076 | $6.00K | 0.00% | +247+29.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.23K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $5.18K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 783 | $4.06K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 584 | $3.02K | 0.00% | −369−38.7% | Reduced |
| Harbor Capital Advisors, Inc. | 616 | $3.00K | 0.00% | +169+37.8% | Added |
| Coldstream Capital Management Inc | 543 | $2.81K | 0.00% | +543 | New |
| GAMMA Investing LLC | 533 | $2.76K | 0.00% | −161−23.2% | Reduced |
| Park Square Financial Group, LLC | 500 | $2.59K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 419 | $2.17K | 0.00% | −1,223−74.5% | Reduced |
| Sterling Capital Management LLC | 404 | $2.09K | 0.00% | −352−46.6% | Reduced |