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, Q4 2025
Institutional positions in Evolution Petroleum Corp as of Dec 31, 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
- 119
- +3 vs. Q3 2025
- Shares held
- 18.2M
- −1.79M (−9.0%) vs. Q3 2025
- Total value
- $64.3M
- −$31.9M (−33.2%) vs. Q3 2025
- New holders
- 23
- 36 more added
- Sold out
- 20
- 42 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,412,080 | $8.54M | 0.00% | −31,848−1.3% | Reduced |
| WealthTrust Axiom LLC | 1,948,657 | $6.90M | 1.77% | +166,624+9.4% | Added |
| Vanguard Group Inc | 1,629,128 | $5.77M | 0.00% | +28,306+1.8% | Added |
| Dimensional Fund Advisors LP | 1,420,577 | $5.03M | 0.00% | −11,982−0.8% | Reduced |
| Renaissance Technologies LLC | 1,062,297 | $3.76M | 0.01% | +2,300+0.2% | Added |
| American Century Companies Inc | 1,020,878 | $3.61M | 0.00% | +43,203+4.4% | Added |
| Raymond James Financial Inc | 770,693 | $2.73M | 0.00% | +296,415+62.5% | Added |
| Geode Capital Management, LLC | 756,703 | $2.68M | 0.00% | +29,101+4.0% | Added |
| State Street Corp | 695,174 | $2.46M | 0.00% | −519−0.1% | Reduced |
| Morgan Stanley | 659,963 | $2.34M | 0.00% | +18,897+2.9% | Added |
| North Star Investment Management Corp. | 556,190 | $1.97M | 0.12% | −124,797−18.3% | Reduced |
| CWA Asset Management Group, LLC | 547,157 | $1.94M | 0.07% | +76,686+16.3% | Added |
| River Road Asset Management, LLC | 537,375 | $1.90M | 0.02% | −757,018−58.5% | Reduced |
| Register Financial Advisors LLC | 338,147 | $1.20M | 0.47% | +20,978+6.6% | Added |
| Northern Trust Corp | 306,431 | $1.08M | 0.00% | −8,893−2.8% | Reduced |
| Citadel Advisors LLC | 271,003 | $959.4K | 0.00% | +271,003 | New |
| O'Shaughnessy Asset Management, LLC | 192,923 | $682.9K | 0.00% | −31,002−13.8% | Reduced |
| Perritt Capital Management Inc | 174,275 | $616.9K | 1.03% | −2,041−1.2% | Reduced |
| Sentinus, LLC | 174,275 | $616.9K | 0.06% | +174,275 | New |
| UBS Group AG | 144,594 | $511.9K | 0.00% | −325,098−69.2% | Reduced |
| Goldman Sachs Group Inc | 135,573 | $479.9K | 0.00% | +29,916+28.3% | Added |
| Bard Associates Inc | 134,561 | $476.3K | 0.12% | −36,481−21.3% | Reduced |
| Ritholtz Wealth Management | 129,605 | $458.8K | 0.01% | −6,311−4.6% | Reduced |
| Quantinno Capital Management LP | 117,248 | $415.1K | 0.00% | +31,871+37.3% | Added |
| Ethic Inc. | 109,843 | $388.8K | 0.01% | −7,147−6.1% | Reduced |
| Point72 Asset Management, L.P. | 106,387 | $376.6K | 0.00% | +106,387 | New |
| Charles Schwab Investment Management Inc | 95,894 | $339.5K | 0.00% | −901−0.9% | Reduced |
| Bank of New York Mellon Corp | 90,009 | $318.6K | 0.00% | −156,614−63.5% | Reduced |
| Wells Fargo & Company | 86,123 | $304.9K | 0.00% | −8,970−9.4% | Reduced |
| Jane Street Group, LLC | 81,956 | $290.1K | 0.00% | +55,479+209.5% | Added |
| Castleview Partners, LLC | 78,300 | $277.2K | 0.14% | +78,300 | New |
| Schonfeld Strategic Advisors LLC | 73,809 | $261.3K | 0.00% | +73,809 | New |
| Bank of America Corp | 63,940 | $226.3K | 0.00% | +512+0.8% | Added |
| Nuveen, LLC | 61,999 | $219.5K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 58,034 | $205.4K | 0.00% | +9,327+19.1% | Added |
| Bridgeway Capital Management, LLC | 55,300 | $195.8K | 0.00% | −19,033−25.6% | Reduced |
| Barclays PLC | 52,739 | $186.7K | 0.00% | +5,121+10.8% | Added |
| Truist Financial Corp | 49,788 | $176.3K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 48,933 | $173.2K | 0.02% | +18,333+59.9% | Added |
| Russell Investments Group, Ltd. | 47,825 | $169.3K | 0.00% | −621,331−92.9% | Reduced |
| Victory Capital Management Inc | 37,474 | $132.7K | 0.00% | +19+0.1% | Added |
| Comerica Bank | 33,503 | $118.6K | 0.00% | +26,595+385.0% | Added |
| Rhumbline Advisers | 33,355 | $118.1K | 0.00% | −3,155−8.6% | Reduced |
| Susquehanna International Group, LLP | 31,079 | $110.0K | 0.00% | +31,079 | New |
| Certior Financial Group, LLC | 30,869 | $109.3K | 0.07% | +3,566+13.1% | Added |
| Deutsche Bank AG | 30,845 | $109.2K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 30,596 | $108.0K | 0.01% | +30,596 | New |
| Two Sigma Investments, LP | 28,635 | $101.4K | 0.00% | +28,635 | New |
| Graham Capital Management, L.P. | 27,890 | $98.7K | 0.00% | +9,538+52.0% | Added |
| Alliancebernstein L.P. | 24,610 | $87.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 23,862 | $84.5K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 23,240 | $82.3K | 0.00% | −158−0.7% | Reduced |
| Mercer Global Advisors Inc | 22,222 | $78.7K | 0.00% | +3,983+21.8% | Added |
| Wellington Management Group LLP | 22,148 | $78.4K | 0.00% | +7,474+50.9% | Added |
| HRT Financial LP | 21,977 | $77.0K | 0.00% | +21,977 | New |
| Dynamic Technology Lab Private Ltd | 19,784 | $70.0K | 0.02% | +19,784 | New |
| Ancora Advisors, LLC | 19,385 | $68.6K | 0.00% | −23,225−54.5% | Reduced |
| Citigroup Inc | 18,763 | $66.4K | 0.00% | −2,475−11.7% | Reduced |
| Virtu Financial LLC | 18,700 | $66.0K | 0.00% | +18,700 | New |
| Occudo Quantitative Strategies LP | 18,405 | $65.2K | 0.00% | +18,405 | New |
| Coldstream Capital Management Inc | 18,328 | $64.9K | 0.00% | −6,510−26.2% | Reduced |
| SEI Investments Co | 16,299 | $57.7K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 15,710 | $55.6K | 0.02% | +15,710 | New |
| Squarepoint Ops LLC | 15,623 | $55.3K | 0.00% | +15,623 | New |
| Price T Rowe Associates Inc | 15,280 | $55.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 14,835 | $52.5K | 0.00% | −172−1.1% | Reduced |
| Engineers Gate Manager LP | 14,671 | $51.9K | 0.00% | +14,671 | New |
| JPMorgan Chase & Co | 14,573 | $51.6K | 0.00% | +226+1.6% | Added |
| Interchange Capital Partners, LLC | 14,010 | $49.6K | 0.01% | +14,010 | New |
| Manufacturers Life Insurance Company, The | 13,836 | $49.0K | 0.00% | +2,340+20.4% | Added |
| Intech Investment Management LLC | 13,261 | $46.9K | 0.00% | −1,523−10.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,300 | $44.0K | 0.00% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 12,300 | $43.5K | 0.03% | −34,017−73.4% | Reduced |
| AQR Capital Management LLC | 12,294 | $43.5K | 0.00% | −20,570−62.6% | Reduced |
| Chancellor Financial Group WB LP | 11,850 | $41.9K | 0.03% | +200+1.7% | Added |
| LPL Financial LLC | 11,292 | $40.0K | 0.00% | −3,453−23.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $39.3K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,704 | $37.9K | 0.00% | +10,704 | New |
| Metis Global Partners, LLC | 10,193 | $36.1K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,123 | $35.8K | 0.00% | +10,123 | New |
| Sherbrooke Park Advisers LLC | 10,093 | $35.7K | 0.09% | +10,093 | New |
| Advisor Group Holdings, Inc. | 7,841 | $27.8K | 0.00% | −722−8.4% | Reduced |
| BNP Paribas Arbitrage, SA | 7,054 | $25.0K | 0.00% | −1,140−13.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,975 | $24.7K | 0.00% | +1,200+20.8% | Added |
| FMR LLC | 6,526 | $23.1K | 0.00% | −667−9.3% | Reduced |
| State of Alaska, Department of Revenue | 6,601 | $23.0K | 0.00% | +6,601 | New |
| The PNC Financial Services Group, Inc. | 6,315 | $22.4K | 0.00% | −20,407−76.4% | Reduced |
| Simplex Trading, LLC | 5,733 | $20.3K | 0.00% | +4,009+232.5% | Added |
| Legal & General Group Plc | 3,286 | $11.6K | 0.00% | −281−7.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,039 | $10.8K | 0.00% | +218+7.7% | Added |
| CoreCap Advisors, LLC | 2,843 | $10.1K | 0.00% | +93+3.4% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $9.22K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,929 | $6.83K | 0.00% | −13−0.7% | Reduced |
| Raffa Wealth Management, LLC | 1,917 | $6.79K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,596 | $6.00K | 0.00% | −120,105−98.7% | Reduced |
| Jones Financial Companies LLLP | 1,371 | $4.85K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 992 | $4.00K | 0.00% | −72−6.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,009 | $3.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 700 | $2.48K | 0.00% | +74+11.8% | Added |
| CWM, LLC | 613 | $2.00K | 0.00% | −2,523−80.5% | Reduced |