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, Q2 2025
Institutional positions in Evolution Petroleum Corp as of Jun 30, 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
- 109
- −2 vs. Q1 2025
- Shares held
- 19.5M
- +101.8K (+0.5%) vs. Q1 2025
- Total value
- $91.7M
- −$8.62M (−8.6%) vs. Q1 2025
- New holders
- 13
- 40 more added
- Sold out
- 15
- 36 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,494,148 | $11.7M | 0.00% | −82,976−3.2% | Reduced |
| WealthTrust Axiom LLC | 1,785,400 | $8.39M | 2.47% | +18,212+1.0% | Added |
| Vanguard Group Inc | 1,595,721 | $7.50M | 0.00% | +12,503+0.8% | Added |
| Dimensional Fund Advisors LP | 1,465,375 | $6.89M | 0.00% | −47,542−3.1% | Reduced |
| River Road Asset Management, LLC | 1,302,863 | $6.29M | 0.08% | −16,879−1.3% | Reduced |
| Ranger Investment Management, L.P. | 1,146,350 | $5.39M | 0.38% | +79,280+7.4% | Added |
| Renaissance Technologies LLC | 1,072,897 | $5.04M | 0.01% | −23,400−2.1% | Reduced |
| American Century Companies Inc | 855,498 | $4.02M | 0.00% | +106,056+14.2% | Added |
| North Star Investment Management Corp. | 828,541 | $3.89M | 0.27% | +1450.0% | Added |
| Geode Capital Management, LLC | 727,534 | $3.42M | 0.00% | −13,265−1.8% | Reduced |
| State Street Corp | 699,634 | $3.29M | 0.00% | +20,960+3.1% | Added |
| Russell Investments Group, Ltd. | 629,985 | $2.96M | 0.00% | −40,170−6.0% | Reduced |
| Morgan Stanley | 592,595 | $2.79M | 0.00% | −16,442−2.7% | Reduced |
| Raymond James Financial Inc | 468,620 | $2.20M | 0.00% | +110,687+30.9% | Added |
| CWA Asset Management Group, LLC | 407,776 | $1.92M | 0.08% | +102,764+33.7% | Added |
| UBS Group AG | 381,117 | $1.79M | 0.00% | +32,346+9.3% | Added |
| Register Financial Advisors LLC | 315,611 | $1.48M | 0.65% | +17,829+6.0% | Added |
| Northern Trust Corp | 312,232 | $1.47M | 0.00% | −2,278−0.7% | Reduced |
| Bank of New York Mellon Corp | 241,102 | $1.13M | 0.00% | −1,503−0.6% | Reduced |
| Bard Associates Inc | 180,067 | $846.3K | 0.27% | −42,250−19.0% | Reduced |
| Perritt Capital Management Inc | 178,356 | $838.3K | 0.43% | −16,112−8.3% | Reduced |
| Wells Fargo & Company | 104,472 | $491.0K | 0.00% | +41,031+64.7% | Added |
| Ethic Inc. | 97,324 | $479.8K | 0.01% | −42,876−30.6% | Reduced |
| Charles Schwab Investment Management Inc | 96,228 | $452.3K | 0.00% | +6,948+7.8% | Added |
| Bridgeway Capital Management, LLC | 74,333 | $349.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 69,309 | $325.8K | 0.00% | +673+1.0% | Added |
| Kings Path Partners LLC | 65,950 | $310.0K | 0.12% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 64,033 | $301.0K | 0.00% | −75,682−54.2% | Reduced |
| Nuveen, LLC | 61,999 | $291.4K | 0.00% | +788+1.3% | Added |
| Barclays PLC | 58,893 | $276.8K | 0.00% | +24,638+71.9% | Added |
| Invesco Ltd. | 56,791 | $266.9K | 0.00% | −10,074−15.1% | Reduced |
| Arete Wealth Advisors, LLC | 53,212 | $250.0K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 50,132 | $235.6K | 0.00% | +37,575+299.2% | Added |
| Royal Bank of Canada | 48,891 | $230.0K | 0.00% | +46,844+2,288.4% | Added |
| Connors Investor Services Inc | 44,105 | $207.3K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 43,370 | $203.8K | 0.00% | −61,550−58.7% | Reduced |
| Rhumbline Advisers | 41,853 | $196.7K | 0.00% | −8,595−17.0% | Reduced |
| Quantinno Capital Management LP | 41,125 | $193.3K | 0.00% | +7,376+21.9% | Added |
| Bank of America Corp | 35,372 | $166.2K | 0.00% | −3,822−9.8% | Reduced |
| Truist Financial Corp | 32,890 | $154.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 30,849 | $145.0K | 0.00% | −12,129−28.2% | Reduced |
| Prosperity Consulting Group, LLC | 29,846 | $140.3K | 0.01% | −2,077−6.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 29,597 | $139.1K | 0.03% | +29,597 | New |
| Cerity Partners LLC | 27,947 | $131.4K | 0.00% | −5,957−17.6% | Reduced |
| Certior Financial Group, LLC | 27,315 | $128.4K | 0.10% | +149+0.5% | Added |
| Oxford Asset Management LLP | 27,050 | $127.1K | 0.04% | +27,050 | New |
| Jane Street Group, LLC | 26,537 | $124.7K | 0.00% | +6,813+34.5% | Added |
| The PNC Financial Services Group, Inc. | 25,041 | $117.7K | 0.00% | +15,328+157.8% | Added |
| New York State Common Retirement Fund | 23,862 | $112.2K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 23,545 | $110.7K | 0.02% | −19,176−44.9% | Reduced |
| JustInvest LLC | 23,106 | $108.6K | 0.00% | +6,961+43.1% | Added |
| Alliancebernstein L.P. | 22,610 | $106.3K | 0.00% | +5,000+28.4% | Added |
| Algert Global LLC | 22,168 | $104.2K | 0.00% | −8,562−27.9% | Reduced |
| MetLife Investment Management | 18,987 | $89.2K | 0.00% | +13,039+219.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 17,540 | $82.4K | 0.00% | −780−4.3% | Reduced |
| Equitable Holdings, Inc. | 16,554 | $77.8K | 0.00% | +333+2.1% | Added |
| JPMorgan Chase & Co | 16,509 | $77.6K | 0.00% | +236+1.5% | Added |
| SEI Investments Co | 16,299 | $76.6K | 0.00% | +16,299 | New |
| Campbell & CO Investment Adviser LLC | 15,492 | $72.8K | 0.00% | +1,074+7.4% | Added |
| Citigroup Inc | 15,405 | $72.4K | 0.00% | −6,776−30.5% | Reduced |
| Price T Rowe Associates Inc | 15,280 | $72.0K | 0.00% | +3,021+24.6% | Added |
| Wellington Management Group LLP | 15,190 | $71.4K | 0.00% | +2,758+22.2% | Added |
| LPL Financial LLC | 14,968 | $70.3K | 0.00% | +40+0.3% | Added |
| Intech Investment Management LLC | 14,784 | $69.5K | 0.00% | −2,178−12.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,100 | $66.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 13,022 | $61.2K | 0.00% | −4,613−26.2% | Reduced |
| Manufacturers Life Insurance Company, The | 12,613 | $59.3K | 0.00% | −604−4.6% | Reduced |
| Chancellor Financial Group WB LP | 11,650 | $54.8K | 0.04% | +100+0.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $52.1K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,193 | $47.9K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 10,169 | $47.8K | 0.00% | +10,169 | New |
| Tower Research Capital LLC (TRC) | 8,261 | $38.8K | 0.00% | +5,389+187.6% | Added |
| Advisor Group Holdings, Inc. | 8,058 | $38.0K | 0.00% | −9,666−54.5% | Reduced |
| FMR LLC | 6,456 | $30.3K | 0.00% | −1,555−19.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,775 | $27.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,567 | $16.8K | 0.00% | −8,521−70.5% | Reduced |
| IFP Advisors, Inc | 3,161 | $15.6K | 0.00% | +3,161 | New |
| BNP Paribas Arbitrage, SA | 3,111 | $14.6K | 0.00% | +1,481+90.9% | Added |
| CoreCap Advisors, LLC | 2,683 | $12.6K | 0.00% | +15+0.6% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $12.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,917 | $9.01K | 0.00% | +289+17.8% | Added |
| Jones Financial Companies LLLP | 1,371 | $6.76K | 0.00% | +1,171+585.5% | Added |
| Garde Capital, Inc. | 1,200 | $5.64K | 0.00% | +1,200 | New |
| Amalgamated Bank | 1,064 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,002 | $5.00K | 0.00% | −74−6.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,009 | $4.74K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $4.70K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 783 | $3.68K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 712 | $3.35K | 0.00% | +393+123.2% | Added |
| Comerica Bank | 695 | $3.27K | 0.00% | +695 | New |
| Harbor Capital Advisors, Inc. | 625 | $3.00K | 0.00% | +9+1.5% | Added |
| Allworth Financial LP | 600 | $2.82K | 0.00% | +600 | New |
| Park Square Financial Group, LLC | 500 | $2.35K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 491 | $2.31K | 0.00% | −93−15.9% | Reduced |
| Massmutual Trust Co FSB | 236 | $1.11K | 0.00% | +236 | New |
| South State Corp. | 212 | $997 | 0.00% | +115+118.6% | Added |
| Farther Finance Advisors, LLC | 206 | $968 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 184 | $865 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 164 | $808 | 0.00% | +125+320.5% | Added |
| Sterling Capital Management LLC | 166 | $780 | 0.00% | −238−58.9% | Reduced |