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 |
|---|---|---|---|---|---|
| Covestor Ltd | 30 | $0 | 0.00% | −7−18.9% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $6 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 16 | $81 | 0.00% | +1+6.7% | Added |
| Smartleaf Asset Management LLC | 39 | $199 | 0.00% | −37−48.7% | Reduced |
| South State Corp. | 97 | $503 | 0.00% | +97 | New |
| True Wealth Design, LLC | 183 | $948 | 0.00% | +20+12.3% | Added |
| Financial Network Wealth Advisors LLC | 184 | $953 | 0.00% | +184 | New |
| Jones Financial Companies LLLP | 200 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 200 | $1.04K | 0.00% | +200 | New |
| Farther Finance Advisors, LLC | 206 | $1.05K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 319 | $1.65K | 0.00% | −1,352−80.9% | Reduced |
| Nisa Investment Advisors, LLC | 343 | $1.78K | 0.00% | −110−24.3% | Reduced |
| Sterling Capital Management LLC | 404 | $2.09K | 0.00% | −352−46.6% | Reduced |
| Versant Capital Management, Inc | 419 | $2.17K | 0.00% | −1,223−74.5% | Reduced |
| Park Square Financial Group, LLC | 500 | $2.59K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 533 | $2.76K | 0.00% | −161−23.2% | Reduced |
| Coldstream Capital Management Inc | 543 | $2.81K | 0.00% | +543 | New |
| Harbor Capital Advisors, Inc. | 616 | $3.00K | 0.00% | +169+37.8% | Added |
| SBI Securities Co., Ltd. | 584 | $3.02K | 0.00% | −369−38.7% | Reduced |
| Golden State Wealth Management, LLC | 783 | $4.06K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $5.18K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $5.23K | 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 |
| Raffa Wealth Management, LLC | 1,628 | $8.43K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,630 | $8.44K | 0.00% | −2,355−59.1% | Reduced |
| Royal Bank of Canada | 2,047 | $10.0K | 0.00% | −2,042−49.9% | Reduced |
| California State Teachers Retirement System | 2,221 | $11.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,316 | $12.0K | 0.00% | +1,846+392.8% | Added |
| Group One Trading, L.P. | 2,560 | $13.3K | 0.00% | −609−19.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,605 | $13.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,668 | $13.8K | 0.00% | +1,109+71.1% | Added |
| Tower Research Capital LLC (TRC) | 2,872 | $14.9K | 0.00% | −6,060−67.8% | Reduced |
| Citadel Advisors LLC | 3,581 | $18.6K | 0.00% | −21,964−86.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,775 | $29.9K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 5,948 | $30.8K | 0.00% | −13,284−69.1% | Reduced |
| FMR LLC | 8,011 | $41.5K | 0.00% | +966+13.7% | Added |
| The PNC Financial Services Group, Inc. | 9,713 | $50.3K | 0.00% | −3,492−26.4% | Reduced |
| Metis Global Partners, LLC | 10,193 | $52.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,209 | $53.0K | 0.00% | −3,014−22.8% | Reduced |
| Sherbrooke Park Advisers LLC | 10,514 | $54.5K | 0.03% | +10,514 | New |
| Brevan Howard Capital Management LP | 10,774 | $55.8K | 0.00% | +10,774 | New |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $57.4K | 0.00% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 11,550 | $59.8K | 0.05% | +550+5.0% | Added |
| Legal & General Group Plc | 12,088 | $62.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,259 | $64.0K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 12,432 | $64.4K | 0.00% | +274+2.3% | Added |
| Victory Capital Management Inc | 12,557 | $65.0K | 0.00% | −20,894−62.5% | Reduced |
| Manufacturers Life Insurance Company, The | 13,217 | $68.5K | 0.00% | +143+1.1% | Added |
| Colony Group, LLC | 13,447 | $69.7K | 0.00% | +13,447 | New |
| Cambridge Investment Research Advisors, Inc. | 14,100 | $73.0K | 0.00% | −200−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,418 | $74.7K | 0.01% | −15,192−51.3% | Reduced |
| CAPROCK Group, Inc. | 14,559 | $75.4K | 0.00% | +2,529+21.0% | Added |
| LPL Financial LLC | 14,928 | $77.3K | 0.00% | −920−5.8% | Reduced |
| Corebridge Financial, Inc. | 15,019 | $77.8K | 0.00% | −223−1.5% | Reduced |
| JustInvest LLC | 16,145 | $83.6K | 0.00% | −1,268−7.3% | Reduced |
| Equitable Holdings, Inc. | 16,221 | $84.0K | 0.00% | +288+1.8% | Added |
| JPMorgan Chase & Co | 16,273 | $84.3K | 0.00% | −32,063−66.3% | Reduced |
| Intech Investment Management LLC | 16,962 | $87.9K | 0.00% | +3,943+30.3% | Added |
| Alliancebernstein L.P. | 17,610 | $91.2K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 17,635 | $91.3K | 0.00% | +17,635 | New |
| Advisor Group Holdings, Inc. | 17,724 | $91.8K | 0.00% | +6,703+60.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,320 | $94.9K | 0.00% | +780+4.4% | Added |
| Beaumont Capital Management, LLC | 19,070 | $98.8K | 0.07% | +19,070 | New |
| Jane Street Group, LLC | 19,724 | $102.2K | 0.00% | +19,724 | New |
| Citigroup Inc | 22,181 | $114.9K | 0.00% | −2,654−10.7% | Reduced |
| New York State Common Retirement Fund | 23,862 | $123.6K | 0.00% | −7,600−24.2% | Reduced |
| Certior Financial Group, LLC | 27,166 | $140.7K | 0.12% | +436+1.6% | Added |
| Algert Global LLC | 30,730 | $159.2K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 31,923 | $165.4K | 0.01% | −4,097−11.4% | Reduced |
| Truist Financial Corp | 32,890 | $170.4K | 0.00% | +11,374+52.9% | Added |
| Quantinno Capital Management LP | 33,749 | $174.8K | 0.00% | −7,752−18.7% | Reduced |
| Cerity Partners LLC | 33,904 | $175.6K | 0.00% | +1,270+3.9% | Added |
| Barclays PLC | 34,255 | $177.4K | 0.00% | −15,054−30.5% | Reduced |
| Two Sigma Investments, LP | 37,726 | $195.4K | 0.00% | +9,515+33.7% | Added |
| Bank of America Corp | 39,194 | $203.0K | 0.00% | −12,252−23.8% | Reduced |
| Ellevest, Inc. | 42,721 | $221.3K | 0.01% | +3,242+8.2% | Added |
| Deutsche Bank AG | 42,978 | $222.6K | 0.00% | −9,114−17.5% | Reduced |
| Connors Investor Services Inc | 44,105 | $228.5K | 0.02% | −608−1.4% | Reduced |
| Rhumbline Advisers | 50,448 | $261.3K | 0.00% | +11,083+28.2% | Added |
| Arete Wealth Advisors, LLC | 53,212 | $276.0K | 0.02% | 00.0% | Unchanged |
| Nuveen, LLC | 61,211 | $317.1K | 0.00% | +61,211 | New |
| Wells Fargo & Company | 63,441 | $328.6K | 0.00% | +384+0.6% | Added |
| Kings Path Partners LLC | 65,950 | $341.6K | 0.17% | −41,480−38.6% | Reduced |
| Invesco Ltd. | 66,865 | $346.4K | 0.00% | −5,785−8.0% | Reduced |
| Susquehanna International Group, LLP | 68,636 | $355.5K | 0.00% | +22,297+48.1% | Added |
| Bridgeway Capital Management, LLC | 74,333 | $385.0K | 0.01% | −21,700−22.6% | Reduced |
| Charles Schwab Investment Management Inc | 89,280 | $462.5K | 0.00% | +756+0.9% | Added |
| Ancora Advisors, LLC | 104,920 | $543.5K | 0.01% | +61,708+142.8% | Added |
| Ethic Inc. | 140,200 | $717.8K | 0.01% | +12,937+10.2% | Added |
| Goldman Sachs Group Inc | 139,715 | $723.7K | 0.00% | +27,068+24.0% | Added |
| Perritt Capital Management Inc | 194,468 | $1.01M | 0.56% | −3,333−1.7% | Reduced |
| Bard Associates Inc | 222,317 | $1.15M | 0.43% | −800−0.4% | Reduced |
| Bank of New York Mellon Corp | 242,605 | $1.26M | 0.00% | −6,267−2.5% | Reduced |
| Register Financial Advisors LLC | 297,782 | $1.54M | 0.80% | +7,880+2.7% | Added |
| CWA Asset Management Group, LLC | 305,012 | $1.58M | 0.08% | +70,450+30.0% | Added |
| Northern Trust Corp | 314,510 | $1.63M | 0.00% | −5,274−1.6% | Reduced |
| UBS Group AG | 348,771 | $1.81M | 0.00% | +9,908+2.9% | Added |
| Raymond James Financial Inc | 357,933 | $1.85M | 0.00% | +75,437+26.7% | Added |
| Morgan Stanley | 609,037 | $3.15M | 0.00% | −11,541−1.9% | Reduced |