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 |
|---|---|---|---|---|---|
| UBS Group AG | 469,692 | $2.26M | 0.00% | +88,575+23.2% | Added |
| CWA Asset Management Group, LLC | 470,471 | $2.27M | 0.08% | +62,695+15.4% | Added |
| Raymond James Financial Inc | 474,278 | $2.29M | 0.00% | +5,658+1.2% | Added |
| Morgan Stanley | 641,066 | $3.09M | 0.00% | +48,471+8.2% | Added |
| Russell Investments Group, Ltd. | 669,156 | $3.23M | 0.00% | +39,171+6.2% | Added |
| North Star Investment Management Corp. | 680,987 | $3.28M | 0.21% | −147,554−17.8% | Reduced |
| State Street Corp | 695,693 | $3.35M | 0.00% | −3,941−0.6% | Reduced |
| Geode Capital Management, LLC | 727,602 | $3.51M | 0.00% | +680.0% | Added |
| Ranger Investment Management, L.P. | 943,820 | $4.55M | 0.32% | −202,530−17.7% | Reduced |
| American Century Companies Inc | 977,675 | $4.71M | 0.00% | +122,177+14.3% | Added |
| Renaissance Technologies LLC | 1,059,997 | $5.11M | 0.01% | −12,900−1.2% | Reduced |
| River Road Asset Management, LLC | 1,294,393 | $6.24M | 0.07% | −8,470−0.7% | Reduced |
| Dimensional Fund Advisors LP | 1,432,559 | $6.91M | 0.00% | −32,816−2.2% | Reduced |
| Vanguard Group Inc | 1,600,822 | $7.72M | 0.00% | +5,101+0.3% | Added |
| WealthTrust Axiom LLC | 1,782,033 | $8.59M | 2.30% | −3,367−0.2% | Reduced |
| BlackRock, Inc. | 2,443,928 | $11.8M | 0.00% | −50,220−2.0% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −69,309−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −27,050−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −22,168−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,492−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |