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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 463 | $1.64K | 0.00% | +227+96.2% | Added |
| Smartleaf Asset Management LLC | 459 | $1.63K | 0.00% | +188+69.4% | Added |
| Sterling Capital Management LLC | 435 | $1.54K | 0.00% | +112+34.7% | Added |
| GAMMA Investing LLC | 403 | $1.43K | 0.00% | +265+192.0% | Added |
| Golden State Wealth Management, LLC | 368 | $1.30K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 392 | $1.00K | 0.00% | −7−1.8% | Reduced |
| SBI Securities Co., Ltd. | 281 | $995 | 0.00% | −216−43.5% | Reduced |
| Farther Finance Advisors, LLC | 206 | $729 | 0.00% | −56−21.4% | Reduced |
| Financial Network Wealth Advisors LLC | 184 | $651 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $354 | 0.00% | +40+66.7% | Added |
| Legacy Wealth Managment, LLC | 73 | $259 | 0.00% | +73 | New |
| Essential Partners LLC | 63 | $223 | 0.00% | −428−87.2% | Reduced |
| IFP Advisors, Inc | 59 | $209 | 0.00% | −17−22.4% | Reduced |
| Creative Financial Designs Inc | 17 | $60 | 0.00% | +1+6.3% | Added |
| EverSource Wealth Advisors, LLC | 12 | $42 | 0.00% | −120−90.9% | Reduced |
| True Wealth Design, LLC | 3 | $11 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 11 | – | – | +11 | New |
| Ranger Investment Management, L.P. | 0 | $0 | 0.00% | −943,820−100.0% | Sold out |
| Kings Path Partners LLC | 0 | $0 | 0.00% | −53,995−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −52,998−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −42,036−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −29,042−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −25,495−100.0% | Sold out |
| Jackson Hole Capital Partners, LLC | 0 | $0 | 0.00% | −24,709−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −12,418−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −17,439−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −16,719−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −12,431−100.0% | Sold out |
| Regent Peak Wealth Advisors LLC | 0 | $0 | 0.00% | −11,822−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −10,963−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |