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, Q3 2025
Institutional positions in Evolution Petroleum Corp as of Sep 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
- 116
- +8 vs. Q2 2025
- Shares held
- 20.0M
- +475.2K (+2.4%) vs. Q2 2025
- Total value
- $96.2M
- +$4.46M (+4.9%) vs. Q2 2025
- New holders
- 16
- 41 more added
- Sold out
- 8
- 37 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,443,928 | $11.8M | 0.00% | −50,220−2.0% | Reduced |
| WealthTrust Axiom LLC | 1,782,033 | $8.59M | 2.30% | −3,367−0.2% | Reduced |
| Vanguard Group Inc | 1,600,822 | $7.72M | 0.00% | +5,101+0.3% | Added |
| Dimensional Fund Advisors LP | 1,432,559 | $6.91M | 0.00% | −32,816−2.2% | Reduced |
| River Road Asset Management, LLC | 1,294,393 | $6.24M | 0.07% | −8,470−0.7% | Reduced |
| Renaissance Technologies LLC | 1,059,997 | $5.11M | 0.01% | −12,900−1.2% | Reduced |
| American Century Companies Inc | 977,675 | $4.71M | 0.00% | +122,177+14.3% | Added |
| Ranger Investment Management, L.P. | 943,820 | $4.55M | 0.32% | −202,530−17.7% | Reduced |
| Geode Capital Management, LLC | 727,602 | $3.51M | 0.00% | +680.0% | Added |
| State Street Corp | 695,693 | $3.35M | 0.00% | −3,941−0.6% | Reduced |
| North Star Investment Management Corp. | 680,987 | $3.28M | 0.21% | −147,554−17.8% | Reduced |
| Russell Investments Group, Ltd. | 669,156 | $3.23M | 0.00% | +39,171+6.2% | Added |
| Morgan Stanley | 641,066 | $3.09M | 0.00% | +48,471+8.2% | Added |
| Raymond James Financial Inc | 474,278 | $2.29M | 0.00% | +5,658+1.2% | Added |
| CWA Asset Management Group, LLC | 470,471 | $2.27M | 0.08% | +62,695+15.4% | Added |
| UBS Group AG | 469,692 | $2.26M | 0.00% | +88,575+23.2% | Added |
| Register Financial Advisors LLC | 317,169 | $1.53M | 0.60% | +1,558+0.5% | Added |
| Northern Trust Corp | 315,324 | $1.52M | 0.00% | +3,092+1.0% | Added |
| Bank of New York Mellon Corp | 246,623 | $1.19M | 0.00% | +5,521+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 223,925 | $1.08M | 0.01% | +223,925 | New |
| Perritt Capital Management Inc | 176,316 | $849.8K | 0.40% | −2,040−1.1% | Reduced |
| Bard Associates Inc | 171,042 | $824.4K | 0.22% | −9,025−5.0% | Reduced |
| Ritholtz Wealth Management | 135,916 | $655.1K | 0.01% | +135,916 | New |
| Royal Bank of Canada | 121,701 | $587.0K | 0.00% | +72,810+148.9% | Added |
| Ethic Inc. | 116,990 | $563.9K | 0.01% | +19,666+20.2% | Added |
| Goldman Sachs Group Inc | 105,657 | $509.3K | 0.00% | +41,624+65.0% | Added |
| Charles Schwab Investment Management Inc | 96,795 | $466.6K | 0.00% | +567+0.6% | Added |
| Wells Fargo & Company | 95,093 | $458.4K | 0.00% | −9,379−9.0% | Reduced |
| Quantinno Capital Management LP | 85,377 | $411.5K | 0.00% | +44,252+107.6% | Added |
| Bridgeway Capital Management, LLC | 74,333 | $358.3K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 63,428 | $305.7K | 0.00% | +28,056+79.3% | Added |
| Nuveen, LLC | 61,999 | $298.8K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 53,995 | $260.3K | 0.10% | −11,955−18.1% | Reduced |
| Arete Wealth Advisors, LLC | 52,998 | $255.0K | 0.02% | −214−0.4% | Reduced |
| Truist Financial Corp | 49,788 | $240.0K | 0.00% | +16,898+51.4% | Added |
| Invesco Ltd. | 48,707 | $234.8K | 0.00% | −8,084−14.2% | Reduced |
| Barclays PLC | 47,618 | $229.5K | 0.00% | −11,275−19.1% | Reduced |
| Michels Family Financial, LLC | 46,317 | $223.2K | 0.17% | +46,317 | New |
| Ancora Advisors, LLC | 42,610 | $205.4K | 0.00% | −760−1.8% | Reduced |
| Connors Investor Services Inc | 42,036 | $202.6K | 0.02% | −2,069−4.7% | Reduced |
| Victory Capital Management Inc | 37,455 | $180.5K | 0.00% | −12,677−25.3% | Reduced |
| Rhumbline Advisers | 36,510 | $176.0K | 0.00% | −5,343−12.8% | Reduced |
| AQR Capital Management LLC | 32,864 | $158.4K | 0.00% | +19,842+152.4% | Added |
| Deutsche Bank AG | 30,845 | $148.7K | 0.00% | −40.0% | Reduced |
| Ellevest, Inc. | 30,600 | $147.5K | 0.02% | +7,055+30.0% | Added |
| Cerity Partners LLC | 29,042 | $140.0K | 0.00% | +1,095+3.9% | Added |
| Certior Financial Group, LLC | 27,303 | $131.6K | 0.09% | −120.0% | Reduced |
| The PNC Financial Services Group, Inc. | 26,722 | $128.8K | 0.00% | +1,681+6.7% | Added |
| Jane Street Group, LLC | 26,477 | $127.6K | 0.00% | −60−0.2% | Reduced |
| JustInvest LLC | 25,495 | $122.9K | 0.00% | +2,389+10.3% | Added |
| Coldstream Capital Management Inc | 24,838 | $119.7K | 0.00% | +24,838 | New |
| Jackson Hole Capital Partners, LLC | 24,709 | $119.1K | 0.02% | −4,888−16.5% | Reduced |
| Alliancebernstein L.P. | 24,610 | $118.6K | 0.00% | +2,000+8.8% | Added |
| New York State Common Retirement Fund | 23,862 | $115.0K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 23,398 | $112.8K | 0.01% | −6,448−21.6% | Reduced |
| Citigroup Inc | 21,238 | $102.4K | 0.00% | +5,833+37.9% | Added |
| Graham Capital Management, L.P. | 18,352 | $88.5K | 0.00% | +8,183+80.5% | Added |
| Mercer Global Advisors Inc | 18,239 | $87.9K | 0.00% | +18,239 | New |
| Colony Group, LLC | 12,418 | $87.8K | 0.00% | +12,418 | New |
| MetLife Investment Management | 17,439 | $84.1K | 0.00% | −1,548−8.2% | Reduced |
| Equitable Holdings, Inc. | 16,719 | $80.6K | 0.00% | +165+1.0% | Added |
| SEI Investments Co | 16,299 | $78.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 15,280 | $74.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 15,007 | $72.3K | 0.00% | −2,533−14.4% | Reduced |
| Intech Investment Management LLC | 14,784 | $71.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 14,745 | $71.1K | 0.00% | −223−1.5% | Reduced |
| Wellington Management Group LLP | 14,674 | $70.7K | 0.00% | −516−3.4% | Reduced |
| JPMorgan Chase & Co | 14,347 | $69.2K | 0.00% | −2,162−13.1% | Reduced |
| Kathmere Capital Management, LLC | 12,431 | $59.9K | 0.00% | +12,431 | New |
| Cambridge Investment Research Advisors, Inc. | 12,300 | $59.0K | 0.00% | −1,800−12.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 11,822 | $57.0K | 0.01% | +11,822 | New |
| Chancellor Financial Group WB LP | 11,650 | $56.2K | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,496 | $55.4K | 0.00% | −1,117−8.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $53.4K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,963 | $52.8K | 0.00% | +10,963 | New |
| Metis Global Partners, LLC | 10,193 | $49.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,563 | $42.5K | 0.00% | +505+6.3% | Added |
| BNP Paribas Arbitrage, SA | 8,194 | $39.5K | 0.00% | +5,083+163.4% | Added |
| FMR LLC | 7,193 | $34.7K | 0.00% | +737+11.4% | Added |
| Comerica Bank | 6,908 | $33.3K | 0.00% | +6,213+894.0% | Added |
| Newbridge Financial Services Group, Inc. | 5,775 | $27.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,900 | $18.8K | 0.01% | +3,900 | New |
| Legal & General Group Plc | 3,567 | $17.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,136 | $15.0K | 0.00% | +2,134+213.0% | Added |
| Tower Research Capital LLC (TRC) | 2,821 | $13.6K | 0.00% | −5,440−65.9% | Reduced |
| CoreCap Advisors, LLC | 2,750 | $13.3K | 0.00% | +67+2.5% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $12.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,942 | $9.36K | 0.00% | +1,942 | New |
| Raffa Wealth Management, LLC | 1,917 | $9.24K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,724 | $8.00K | 0.00% | +1,724 | New |
| Jones Financial Companies LLLP | 1,371 | $6.83K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,289 | $6.21K | 0.00% | +577+81.0% | Added |
| Versant Capital Management, Inc | 1,069 | $5.15K | 0.00% | +1,069 | New |
| Amalgamated Bank | 1,064 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $4.86K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $4.82K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 626 | $3.02K | 0.00% | +26+4.3% | Added |
| SBI Securities Co., Ltd. | 497 | $2.40K | 0.00% | +6+1.2% | Added |
| Essential Partners LLC | 491 | $2.37K | 0.00% | +478+3,676.9% | Added |
| Harbor Capital Advisors, Inc. | 399 | $2.00K | 0.00% | −226−36.2% | Reduced |