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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | +3 | New |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $5 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $11 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $42 | 0.00% | −120−90.9% | Reduced |
| Creative Financial Designs Inc | 17 | $60 | 0.00% | +1+6.3% | Added |
| IFP Advisors, Inc | 59 | $209 | 0.00% | −17−22.4% | Reduced |
| Essential Partners LLC | 63 | $223 | 0.00% | −428−87.2% | Reduced |
| Legacy Wealth Managment, LLC | 73 | $259 | 0.00% | +73 | New |
| Rothschild Investment LLC | 100 | $354 | 0.00% | +40+66.7% | Added |
| Financial Network Wealth Advisors LLC | 184 | $651 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 206 | $729 | 0.00% | −56−21.4% | Reduced |
| SBI Securities Co., Ltd. | 281 | $995 | 0.00% | −216−43.5% | Reduced |
| Harbor Capital Advisors, Inc. | 392 | $1.00K | 0.00% | −7−1.8% | Reduced |
| Golden State Wealth Management, LLC | 368 | $1.30K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 403 | $1.43K | 0.00% | +265+192.0% | Added |
| Sterling Capital Management LLC | 435 | $1.54K | 0.00% | +112+34.7% | Added |
| Smartleaf Asset Management LLC | 459 | $1.63K | 0.00% | +188+69.4% | Added |
| Massmutual Trust Co FSB | 463 | $1.64K | 0.00% | +227+96.2% | Added |
| CWM, LLC | 613 | $2.00K | 0.00% | −2,523−80.5% | Reduced |
| Allworth Financial LP | 700 | $2.48K | 0.00% | +74+11.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,009 | $3.57K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 992 | $4.00K | 0.00% | −72−6.8% | Reduced |
| Jones Financial Companies LLLP | 1,371 | $4.85K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,596 | $6.00K | 0.00% | −120,105−98.7% | Reduced |
| Raffa Wealth Management, LLC | 1,917 | $6.79K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,929 | $6.83K | 0.00% | −13−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,605 | $9.22K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,843 | $10.1K | 0.00% | +93+3.4% | Added |
| Tower Research Capital LLC (TRC) | 3,039 | $10.8K | 0.00% | +218+7.7% | Added |
| Legal & General Group Plc | 3,286 | $11.6K | 0.00% | −281−7.9% | Reduced |
| Simplex Trading, LLC | 5,733 | $20.3K | 0.00% | +4,009+232.5% | Added |
| The PNC Financial Services Group, Inc. | 6,315 | $22.4K | 0.00% | −20,407−76.4% | Reduced |
| State of Alaska, Department of Revenue | 6,601 | $23.0K | 0.00% | +6,601 | New |
| FMR LLC | 6,526 | $23.1K | 0.00% | −667−9.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,975 | $24.7K | 0.00% | +1,200+20.8% | Added |
| BNP Paribas Arbitrage, SA | 7,054 | $25.0K | 0.00% | −1,140−13.9% | Reduced |
| Advisor Group Holdings, Inc. | 7,841 | $27.8K | 0.00% | −722−8.4% | Reduced |
| Sherbrooke Park Advisers LLC | 10,093 | $35.7K | 0.09% | +10,093 | New |
| StoneX Group Inc. | 10,123 | $35.8K | 0.00% | +10,123 | New |
| Metis Global Partners, LLC | 10,193 | $36.1K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,704 | $37.9K | 0.00% | +10,704 | New |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $39.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,292 | $40.0K | 0.00% | −3,453−23.4% | Reduced |
| Chancellor Financial Group WB LP | 11,850 | $41.9K | 0.03% | +200+1.7% | Added |
| AQR Capital Management LLC | 12,294 | $43.5K | 0.00% | −20,570−62.6% | Reduced |
| Michels Family Financial, LLC | 12,300 | $43.5K | 0.03% | −34,017−73.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,300 | $44.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 13,261 | $46.9K | 0.00% | −1,523−10.3% | Reduced |
| Manufacturers Life Insurance Company, The | 13,836 | $49.0K | 0.00% | +2,340+20.4% | Added |
| Interchange Capital Partners, LLC | 14,010 | $49.6K | 0.01% | +14,010 | New |
| JPMorgan Chase & Co | 14,573 | $51.6K | 0.00% | +226+1.6% | Added |
| Engineers Gate Manager LP | 14,671 | $51.9K | 0.00% | +14,671 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 14,835 | $52.5K | 0.00% | −172−1.1% | Reduced |
| Price T Rowe Associates Inc | 15,280 | $55.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 15,623 | $55.3K | 0.00% | +15,623 | New |
| Oxford Asset Management LLP | 15,710 | $55.6K | 0.02% | +15,710 | New |
| SEI Investments Co | 16,299 | $57.7K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 18,328 | $64.9K | 0.00% | −6,510−26.2% | Reduced |
| Occudo Quantitative Strategies LP | 18,405 | $65.2K | 0.00% | +18,405 | New |
| Virtu Financial LLC | 18,700 | $66.0K | 0.00% | +18,700 | New |
| Citigroup Inc | 18,763 | $66.4K | 0.00% | −2,475−11.7% | Reduced |
| Ancora Advisors, LLC | 19,385 | $68.6K | 0.00% | −23,225−54.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,784 | $70.0K | 0.02% | +19,784 | New |
| HRT Financial LP | 21,977 | $77.0K | 0.00% | +21,977 | New |
| Wellington Management Group LLP | 22,148 | $78.4K | 0.00% | +7,474+50.9% | Added |
| Mercer Global Advisors Inc | 22,222 | $78.7K | 0.00% | +3,983+21.8% | Added |
| Prosperity Consulting Group, LLC | 23,240 | $82.3K | 0.00% | −158−0.7% | Reduced |
| New York State Common Retirement Fund | 23,862 | $84.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 24,610 | $87.1K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 27,890 | $98.7K | 0.00% | +9,538+52.0% | Added |
| Two Sigma Investments, LP | 28,635 | $101.4K | 0.00% | +28,635 | New |
| Gsa Capital Partners LLP | 30,596 | $108.0K | 0.01% | +30,596 | New |
| Deutsche Bank AG | 30,845 | $109.2K | 0.00% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 30,869 | $109.3K | 0.07% | +3,566+13.1% | Added |
| Susquehanna International Group, LLP | 31,079 | $110.0K | 0.00% | +31,079 | New |
| Rhumbline Advisers | 33,355 | $118.1K | 0.00% | −3,155−8.6% | Reduced |
| Comerica Bank | 33,503 | $118.6K | 0.00% | +26,595+385.0% | Added |
| Victory Capital Management Inc | 37,474 | $132.7K | 0.00% | +19+0.1% | Added |
| Russell Investments Group, Ltd. | 47,825 | $169.3K | 0.00% | −621,331−92.9% | Reduced |
| Ellevest, Inc. | 48,933 | $173.2K | 0.02% | +18,333+59.9% | Added |
| Truist Financial Corp | 49,788 | $176.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 52,739 | $186.7K | 0.00% | +5,121+10.8% | Added |
| Bridgeway Capital Management, LLC | 55,300 | $195.8K | 0.00% | −19,033−25.6% | Reduced |
| Invesco Ltd. | 58,034 | $205.4K | 0.00% | +9,327+19.1% | Added |
| Nuveen, LLC | 61,999 | $219.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 63,940 | $226.3K | 0.00% | +512+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 73,809 | $261.3K | 0.00% | +73,809 | New |
| Castleview Partners, LLC | 78,300 | $277.2K | 0.14% | +78,300 | New |
| Jane Street Group, LLC | 81,956 | $290.1K | 0.00% | +55,479+209.5% | Added |
| Wells Fargo & Company | 86,123 | $304.9K | 0.00% | −8,970−9.4% | Reduced |
| Bank of New York Mellon Corp | 90,009 | $318.6K | 0.00% | −156,614−63.5% | Reduced |
| Charles Schwab Investment Management Inc | 95,894 | $339.5K | 0.00% | −901−0.9% | Reduced |
| Point72 Asset Management, L.P. | 106,387 | $376.6K | 0.00% | +106,387 | New |
| Ethic Inc. | 109,843 | $388.8K | 0.01% | −7,147−6.1% | Reduced |
| Quantinno Capital Management LP | 117,248 | $415.1K | 0.00% | +31,871+37.3% | Added |
| Ritholtz Wealth Management | 129,605 | $458.8K | 0.01% | −6,311−4.6% | Reduced |
| Bard Associates Inc | 134,561 | $476.3K | 0.12% | −36,481−21.3% | Reduced |
| Goldman Sachs Group Inc | 135,573 | $479.9K | 0.00% | +29,916+28.3% | Added |
| UBS Group AG | 144,594 | $511.9K | 0.00% | −325,098−69.2% | Reduced |
| Perritt Capital Management Inc | 174,275 | $616.9K | 1.03% | −2,041−1.2% | Reduced |