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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1 | $5 | 0.00% | +1 | New |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $6 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $15 | 0.00% | −4−57.1% | Reduced |
| Creative Financial Designs Inc | 16 | $79 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $289 | 0.00% | −55−47.8% | Reduced |
| IFP Advisors, Inc | 76 | $366 | 0.00% | −3,085−97.6% | Reduced |
| Ameritas Advisory Services, LLC | 100 | $482 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 132 | $636 | 0.00% | +123+1,366.7% | Added |
| GAMMA Investing LLC | 138 | $665 | 0.00% | +138 | New |
| Nisa Investment Advisors, LLC | 152 | $733 | 0.00% | +152 | New |
| Financial Network Wealth Advisors LLC | 184 | $887 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 236 | $1.14K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 262 | $1.26K | 0.00% | +56+27.2% | Added |
| Smartleaf Asset Management LLC | 271 | $1.32K | 0.00% | +107+65.2% | Added |
| Sterling Capital Management LLC | 323 | $1.56K | 0.00% | +157+94.6% | Added |
| Golden State Wealth Management, LLC | 368 | $1.77K | 0.00% | −415−53.0% | Reduced |
| Harbor Capital Advisors, Inc. | 399 | $2.00K | 0.00% | −226−36.2% | Reduced |
| Essential Partners LLC | 491 | $2.37K | 0.00% | +478+3,676.9% | Added |
| SBI Securities Co., Ltd. | 497 | $2.40K | 0.00% | +6+1.2% | Added |
| Allworth Financial LP | 626 | $3.02K | 0.00% | +26+4.3% | Added |
| Larson Financial Group LLC | 1,000 | $4.82K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,009 | $4.86K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,064 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,069 | $5.15K | 0.00% | +1,069 | New |
| SRS Capital Advisors, Inc. | 1,289 | $6.21K | 0.00% | +577+81.0% | Added |
| Jones Financial Companies LLLP | 1,371 | $6.83K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,724 | $8.00K | 0.00% | +1,724 | New |
| Raffa Wealth Management, LLC | 1,917 | $9.24K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,942 | $9.36K | 0.00% | +1,942 | New |
| Ameritas Investment Partners, Inc. | 2,605 | $12.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,750 | $13.3K | 0.00% | +67+2.5% | Added |
| Tower Research Capital LLC (TRC) | 2,821 | $13.6K | 0.00% | −5,440−65.9% | Reduced |
| CWM, LLC | 3,136 | $15.0K | 0.00% | +2,134+213.0% | Added |
| Legal & General Group Plc | 3,567 | $17.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,900 | $18.8K | 0.01% | +3,900 | New |
| Newbridge Financial Services Group, Inc. | 5,775 | $27.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,908 | $33.3K | 0.00% | +6,213+894.0% | Added |
| FMR LLC | 7,193 | $34.7K | 0.00% | +737+11.4% | Added |
| BNP Paribas Arbitrage, SA | 8,194 | $39.5K | 0.00% | +5,083+163.4% | Added |
| Advisor Group Holdings, Inc. | 8,563 | $42.5K | 0.00% | +505+6.3% | Added |
| Metis Global Partners, LLC | 10,193 | $49.1K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,963 | $52.8K | 0.00% | +10,963 | New |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $53.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,496 | $55.4K | 0.00% | −1,117−8.9% | Reduced |
| Chancellor Financial Group WB LP | 11,650 | $56.2K | 0.04% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 11,822 | $57.0K | 0.01% | +11,822 | New |
| Cambridge Investment Research Advisors, Inc. | 12,300 | $59.0K | 0.00% | −1,800−12.8% | Reduced |
| Kathmere Capital Management, LLC | 12,431 | $59.9K | 0.00% | +12,431 | New |
| JPMorgan Chase & Co | 14,347 | $69.2K | 0.00% | −2,162−13.1% | Reduced |
| Wellington Management Group LLP | 14,674 | $70.7K | 0.00% | −516−3.4% | Reduced |
| LPL Financial LLC | 14,745 | $71.1K | 0.00% | −223−1.5% | Reduced |
| Intech Investment Management LLC | 14,784 | $71.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 15,007 | $72.3K | 0.00% | −2,533−14.4% | Reduced |
| Price T Rowe Associates Inc | 15,280 | $74.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 16,299 | $78.6K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 16,719 | $80.6K | 0.00% | +165+1.0% | Added |
| MetLife Investment Management | 17,439 | $84.1K | 0.00% | −1,548−8.2% | Reduced |
| Colony Group, LLC | 12,418 | $87.8K | 0.00% | +12,418 | New |
| Mercer Global Advisors Inc | 18,239 | $87.9K | 0.00% | +18,239 | New |
| Graham Capital Management, L.P. | 18,352 | $88.5K | 0.00% | +8,183+80.5% | Added |
| Citigroup Inc | 21,238 | $102.4K | 0.00% | +5,833+37.9% | Added |
| Prosperity Consulting Group, LLC | 23,398 | $112.8K | 0.01% | −6,448−21.6% | Reduced |
| New York State Common Retirement Fund | 23,862 | $115.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 24,610 | $118.6K | 0.00% | +2,000+8.8% | Added |
| Jackson Hole Capital Partners, LLC | 24,709 | $119.1K | 0.02% | −4,888−16.5% | Reduced |
| Coldstream Capital Management Inc | 24,838 | $119.7K | 0.00% | +24,838 | New |
| JustInvest LLC | 25,495 | $122.9K | 0.00% | +2,389+10.3% | Added |
| Jane Street Group, LLC | 26,477 | $127.6K | 0.00% | −60−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 26,722 | $128.8K | 0.00% | +1,681+6.7% | Added |
| Certior Financial Group, LLC | 27,303 | $131.6K | 0.09% | −120.0% | Reduced |
| Cerity Partners LLC | 29,042 | $140.0K | 0.00% | +1,095+3.9% | Added |
| Ellevest, Inc. | 30,600 | $147.5K | 0.02% | +7,055+30.0% | Added |
| Deutsche Bank AG | 30,845 | $148.7K | 0.00% | −40.0% | Reduced |
| AQR Capital Management LLC | 32,864 | $158.4K | 0.00% | +19,842+152.4% | Added |
| Rhumbline Advisers | 36,510 | $176.0K | 0.00% | −5,343−12.8% | Reduced |
| Victory Capital Management Inc | 37,455 | $180.5K | 0.00% | −12,677−25.3% | Reduced |
| Connors Investor Services Inc | 42,036 | $202.6K | 0.02% | −2,069−4.7% | Reduced |
| Ancora Advisors, LLC | 42,610 | $205.4K | 0.00% | −760−1.8% | Reduced |
| Michels Family Financial, LLC | 46,317 | $223.2K | 0.17% | +46,317 | New |
| Barclays PLC | 47,618 | $229.5K | 0.00% | −11,275−19.1% | Reduced |
| Invesco Ltd. | 48,707 | $234.8K | 0.00% | −8,084−14.2% | Reduced |
| Truist Financial Corp | 49,788 | $240.0K | 0.00% | +16,898+51.4% | Added |
| Arete Wealth Advisors, LLC | 52,998 | $255.0K | 0.02% | −214−0.4% | Reduced |
| Kings Path Partners LLC | 53,995 | $260.3K | 0.10% | −11,955−18.1% | Reduced |
| Nuveen, LLC | 61,999 | $298.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 63,428 | $305.7K | 0.00% | +28,056+79.3% | Added |
| Bridgeway Capital Management, LLC | 74,333 | $358.3K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 85,377 | $411.5K | 0.00% | +44,252+107.6% | Added |
| Wells Fargo & Company | 95,093 | $458.4K | 0.00% | −9,379−9.0% | Reduced |
| Charles Schwab Investment Management Inc | 96,795 | $466.6K | 0.00% | +567+0.6% | Added |
| Goldman Sachs Group Inc | 105,657 | $509.3K | 0.00% | +41,624+65.0% | Added |
| Ethic Inc. | 116,990 | $563.9K | 0.01% | +19,666+20.2% | Added |
| Royal Bank of Canada | 121,701 | $587.0K | 0.00% | +72,810+148.9% | Added |
| Ritholtz Wealth Management | 135,916 | $655.1K | 0.01% | +135,916 | New |
| Bard Associates Inc | 171,042 | $824.4K | 0.22% | −9,025−5.0% | Reduced |
| Perritt Capital Management Inc | 176,316 | $849.8K | 0.40% | −2,040−1.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 223,925 | $1.08M | 0.01% | +223,925 | New |
| Bank of New York Mellon Corp | 246,623 | $1.19M | 0.00% | +5,521+2.3% | Added |
| Northern Trust Corp | 315,324 | $1.52M | 0.00% | +3,092+1.0% | Added |
| Register Financial Advisors LLC | 317,169 | $1.53M | 0.60% | +1,558+0.5% | Added |