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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −27−90.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $5 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $33 | 0.00% | −176−96.2% | Reduced |
| EverSource Wealth Advisors, LLC | 9 | $42 | 0.00% | −2,307−99.6% | Reduced |
| Essential Partners LLC | 13 | $61 | 0.00% | +13 | New |
| Creative Financial Designs Inc | 16 | $76 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $470 | 0.00% | +100 | New |
| Rothschild Investment LLC | 115 | $541 | 0.00% | +115 | New |
| Parkworth Wealth Management, Inc. | 131 | $616 | 0.00% | +131 | New |
| Sterling Capital Management LLC | 166 | $780 | 0.00% | −238−58.9% | Reduced |
| Smartleaf Asset Management LLC | 164 | $808 | 0.00% | +125+320.5% | Added |
| Financial Network Wealth Advisors LLC | 184 | $865 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 206 | $968 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 212 | $997 | 0.00% | +115+118.6% | Added |
| Massmutual Trust Co FSB | 236 | $1.11K | 0.00% | +236 | New |
| SBI Securities Co., Ltd. | 491 | $2.31K | 0.00% | −93−15.9% | Reduced |
| Park Square Financial Group, LLC | 500 | $2.35K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 600 | $2.82K | 0.00% | +600 | New |
| Harbor Capital Advisors, Inc. | 625 | $3.00K | 0.00% | +9+1.5% | Added |
| Comerica Bank | 695 | $3.27K | 0.00% | +695 | New |
| SRS Capital Advisors, Inc. | 712 | $3.35K | 0.00% | +393+123.2% | Added |
| Golden State Wealth Management, LLC | 783 | $3.68K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $4.70K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $4.74K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,064 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,002 | $5.00K | 0.00% | −74−6.9% | Reduced |
| Garde Capital, Inc. | 1,200 | $5.64K | 0.00% | +1,200 | New |
| Jones Financial Companies LLLP | 1,371 | $6.76K | 0.00% | +1,171+585.5% | Added |
| Raffa Wealth Management, LLC | 1,917 | $9.01K | 0.00% | +289+17.8% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $12.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,683 | $12.6K | 0.00% | +15+0.6% | Added |
| BNP Paribas Arbitrage, SA | 3,111 | $14.6K | 0.00% | +1,481+90.9% | Added |
| IFP Advisors, Inc | 3,161 | $15.6K | 0.00% | +3,161 | New |
| Legal & General Group Plc | 3,567 | $16.8K | 0.00% | −8,521−70.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,775 | $27.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,456 | $30.3K | 0.00% | −1,555−19.4% | Reduced |
| Advisor Group Holdings, Inc. | 8,058 | $38.0K | 0.00% | −9,666−54.5% | Reduced |
| Tower Research Capital LLC (TRC) | 8,261 | $38.8K | 0.00% | +5,389+187.6% | Added |
| Graham Capital Management, L.P. | 10,169 | $47.8K | 0.00% | +10,169 | New |
| Metis Global Partners, LLC | 10,193 | $47.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $52.1K | 0.00% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 11,650 | $54.8K | 0.04% | +100+0.9% | Added |
| Manufacturers Life Insurance Company, The | 12,613 | $59.3K | 0.00% | −604−4.6% | Reduced |
| AQR Capital Management LLC | 13,022 | $61.2K | 0.00% | −4,613−26.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,100 | $66.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,784 | $69.5K | 0.00% | −2,178−12.8% | Reduced |
| LPL Financial LLC | 14,968 | $70.3K | 0.00% | +40+0.3% | Added |
| Wellington Management Group LLP | 15,190 | $71.4K | 0.00% | +2,758+22.2% | Added |
| Price T Rowe Associates Inc | 15,280 | $72.0K | 0.00% | +3,021+24.6% | Added |
| Citigroup Inc | 15,405 | $72.4K | 0.00% | −6,776−30.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,492 | $72.8K | 0.00% | +1,074+7.4% | Added |
| SEI Investments Co | 16,299 | $76.6K | 0.00% | +16,299 | New |
| JPMorgan Chase & Co | 16,509 | $77.6K | 0.00% | +236+1.5% | Added |
| Equitable Holdings, Inc. | 16,554 | $77.8K | 0.00% | +333+2.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 17,540 | $82.4K | 0.00% | −780−4.3% | Reduced |
| MetLife Investment Management | 18,987 | $89.2K | 0.00% | +13,039+219.2% | Added |
| Algert Global LLC | 22,168 | $104.2K | 0.00% | −8,562−27.9% | Reduced |
| Alliancebernstein L.P. | 22,610 | $106.3K | 0.00% | +5,000+28.4% | Added |
| JustInvest LLC | 23,106 | $108.6K | 0.00% | +6,961+43.1% | Added |
| Ellevest, Inc. | 23,545 | $110.7K | 0.02% | −19,176−44.9% | Reduced |
| New York State Common Retirement Fund | 23,862 | $112.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,041 | $117.7K | 0.00% | +15,328+157.8% | Added |
| Jane Street Group, LLC | 26,537 | $124.7K | 0.00% | +6,813+34.5% | Added |
| Oxford Asset Management LLP | 27,050 | $127.1K | 0.04% | +27,050 | New |
| Certior Financial Group, LLC | 27,315 | $128.4K | 0.10% | +149+0.5% | Added |
| Cerity Partners LLC | 27,947 | $131.4K | 0.00% | −5,957−17.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 29,597 | $139.1K | 0.03% | +29,597 | New |
| Prosperity Consulting Group, LLC | 29,846 | $140.3K | 0.01% | −2,077−6.5% | Reduced |
| Deutsche Bank AG | 30,849 | $145.0K | 0.00% | −12,129−28.2% | Reduced |
| Truist Financial Corp | 32,890 | $154.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 35,372 | $166.2K | 0.00% | −3,822−9.8% | Reduced |
| Quantinno Capital Management LP | 41,125 | $193.3K | 0.00% | +7,376+21.9% | Added |
| Rhumbline Advisers | 41,853 | $196.7K | 0.00% | −8,595−17.0% | Reduced |
| Ancora Advisors, LLC | 43,370 | $203.8K | 0.00% | −61,550−58.7% | Reduced |
| Connors Investor Services Inc | 44,105 | $207.3K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 48,891 | $230.0K | 0.00% | +46,844+2,288.4% | Added |
| Victory Capital Management Inc | 50,132 | $235.6K | 0.00% | +37,575+299.2% | Added |
| Arete Wealth Advisors, LLC | 53,212 | $250.0K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 56,791 | $266.9K | 0.00% | −10,074−15.1% | Reduced |
| Barclays PLC | 58,893 | $276.8K | 0.00% | +24,638+71.9% | Added |
| Nuveen, LLC | 61,999 | $291.4K | 0.00% | +788+1.3% | Added |
| Goldman Sachs Group Inc | 64,033 | $301.0K | 0.00% | −75,682−54.2% | Reduced |
| Kings Path Partners LLC | 65,950 | $310.0K | 0.12% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 69,309 | $325.8K | 0.00% | +673+1.0% | Added |
| Bridgeway Capital Management, LLC | 74,333 | $349.4K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 96,228 | $452.3K | 0.00% | +6,948+7.8% | Added |
| Ethic Inc. | 97,324 | $479.8K | 0.01% | −42,876−30.6% | Reduced |
| Wells Fargo & Company | 104,472 | $491.0K | 0.00% | +41,031+64.7% | Added |
| Perritt Capital Management Inc | 178,356 | $838.3K | 0.43% | −16,112−8.3% | Reduced |
| Bard Associates Inc | 180,067 | $846.3K | 0.27% | −42,250−19.0% | Reduced |
| Bank of New York Mellon Corp | 241,102 | $1.13M | 0.00% | −1,503−0.6% | Reduced |
| Northern Trust Corp | 312,232 | $1.47M | 0.00% | −2,278−0.7% | Reduced |
| Register Financial Advisors LLC | 315,611 | $1.48M | 0.65% | +17,829+6.0% | Added |
| UBS Group AG | 381,117 | $1.79M | 0.00% | +32,346+9.3% | Added |
| CWA Asset Management Group, LLC | 407,776 | $1.92M | 0.08% | +102,764+33.7% | Added |
| Raymond James Financial Inc | 468,620 | $2.20M | 0.00% | +110,687+30.9% | Added |
| Morgan Stanley | 592,595 | $2.79M | 0.00% | −16,442−2.7% | Reduced |
| Russell Investments Group, Ltd. | 629,985 | $2.96M | 0.00% | −40,170−6.0% | Reduced |
| State Street Corp | 699,634 | $3.29M | 0.00% | +20,960+3.1% | Added |
| Geode Capital Management, LLC | 727,534 | $3.42M | 0.00% | −13,265−1.8% | Reduced |