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, Q1 2026
Institutional positions in Evolution Petroleum Corp as of Mar 31, 2026. 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
- 122
- +7 vs. Q4 2025
- Shares held
- 17.9M
- +1.55M (+9.5%) vs. Q4 2025
- Total value
- $81.8M
- +$24.0M (+41.6%) vs. Q4 2025
- New holders
- 26
- 40 more added
- Sold out
- 19
- 40 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,365,816 | $10.8M | 0.00% | −46,264−1.9% | Reduced |
| WealthTrust Axiom LLC | 2,136,216 | $9.78M | 2.41% | +187,559+9.6% | Added |
| Dimensional Fund Advisors LP | 1,453,218 | $6.66M | 0.00% | +32,641+2.3% | Added |
| Vanguard Capital Management LLC | 1,247,734 | $5.71M | 0.00% | +1,247,734 | New |
| American Century Companies Inc | 1,084,339 | $4.97M | 0.00% | +63,461+6.2% | Added |
| Raymond James Financial Inc | 1,029,498 | $4.72M | 0.00% | +258,805+33.6% | Added |
| Renaissance Technologies LLC | 952,897 | $4.36M | 0.01% | −109,400−10.3% | Reduced |
| Geode Capital Management, LLC | 778,365 | $3.57M | 0.00% | +21,662+2.9% | Added |
| CWA Asset Management Group, LLC | 709,287 | $3.25M | 0.11% | +162,130+29.6% | Added |
| State Street Corp | 692,504 | $3.17M | 0.00% | −2,670−0.4% | Reduced |
| Morgan Stanley | 651,329 | $2.98M | 0.00% | −8,634−1.3% | Reduced |
| North Star Investment Management Corp. | 431,178 | $1.97M | 0.12% | −125,012−22.5% | Reduced |
| Register Financial Advisors LLC | 336,838 | $1.54M | 0.57% | −1,309−0.4% | Reduced |
| Citadel Advisors LLC | 325,905 | $1.49M | 0.00% | +54,902+20.3% | Added |
| Northern Trust Corp | 308,836 | $1.41M | 0.00% | +2,405+0.8% | Added |
| Goldman Sachs Group Inc | 285,636 | $1.31M | 0.00% | +150,063+110.7% | Added |
| Vanguard Fiduciary Trust Co | 208,628 | $955.5K | 0.00% | +208,628 | New |
| UBS Group AG | 198,513 | $909.2K | 0.00% | +53,919+37.3% | Added |
| Vanguard Portfolio Management LLC | 187,315 | $857.9K | 0.00% | +187,315 | New |
| Point72 Asset Management, L.P. | 167,761 | $768.3K | 0.00% | +61,374+57.7% | Added |
| Ritholtz Wealth Management | 131,577 | $602.6K | 0.01% | +1,972+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 123,929 | $567.6K | 0.00% | −68,994−35.8% | Reduced |
| Castleview Partners, LLC | 95,300 | $436.5K | 0.22% | +17,000+21.7% | Added |
| Charles Schwab Investment Management Inc | 88,787 | $406.6K | 0.00% | −7,107−7.4% | Reduced |
| Millennium Management LLC | 87,835 | $402.3K | 0.00% | +87,835 | New |
| Bank of New York Mellon Corp | 85,586 | $392.0K | 0.00% | −4,423−4.9% | Reduced |
| Ethic Inc. | 78,325 | $358.7K | 0.01% | −31,518−28.7% | Reduced |
| Bank of America Corp | 71,098 | $325.6K | 0.00% | +7,158+11.2% | Added |
| Wells Fargo & Company | 67,789 | $310.5K | 0.00% | −18,334−21.3% | Reduced |
| Quantinno Capital Management LP | 66,530 | $304.7K | 0.00% | −50,718−43.3% | Reduced |
| Susquehanna International Group, LLP | 63,645 | $291.5K | 0.00% | +32,566+104.8% | Added |
| Engineers Gate Manager LP | 63,003 | $288.6K | 0.00% | +48,332+329.4% | Added |
| Nuveen, LLC | 61,999 | $284.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 61,868 | $283.4K | 0.01% | +33,978+121.8% | Added |
| Jane Street Group, LLC | 61,663 | $282.4K | 0.00% | −20,293−24.8% | Reduced |
| Invesco Ltd. | 60,313 | $276.2K | 0.00% | +2,279+3.9% | Added |
| Bridgeway Capital Management, LLC | 55,300 | $253.3K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 52,356 | $239.8K | 0.02% | +52,356 | New |
| Truist Financial Corp | 49,788 | $228.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 44,502 | $204.0K | 0.01% | +13,906+45.5% | Added |
| Victory Capital Management Inc | 37,474 | $171.6K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 34,784 | $159.3K | 0.00% | −39,025−52.9% | Reduced |
| AQR Capital Management LLC | 33,526 | $153.5K | 0.00% | +21,232+172.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 32,340 | $148.1K | 0.00% | +32,340 | New |
| Odyssean, LLC | 31,931 | $146.2K | 0.05% | +31,931 | New |
| Deutsche Bank AG | 29,271 | $134.1K | 0.00% | −1,574−5.1% | Reduced |
| JustInvest LLC | 27,831 | $127.5K | 0.00% | +27,831 | New |
| D. E. Shaw & Co., Inc. | 27,688 | $126.8K | 0.00% | +27,688 | New |
| Jackson Hole Capital Partners, LLC | 27,489 | $125.9K | 0.02% | +27,489 | New |
| Sentinus, LLC | 27,307 | $125.1K | 0.01% | −146,968−84.3% | Reduced |
| Rhumbline Advisers | 26,730 | $122.4K | 0.00% | −6,625−19.9% | Reduced |
| Price T Rowe Associates Inc | 23,204 | $107.0K | 0.00% | +7,924+51.9% | Added |
| Ellevest, Inc. | 19,634 | $89.9K | 0.01% | −29,299−59.9% | Reduced |
| Sowell Financial Services LLC | 19,538 | $89.5K | 0.00% | +19,538 | New |
| Alliancebernstein L.P. | 24,610 | $87.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 18,033 | $82.6K | 0.00% | −10,602−37.0% | Reduced |
| Wellington Management Group LLP | 16,547 | $75.8K | 0.00% | −5,601−25.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 16,477 | $75.5K | 0.00% | +16,477 | New |
| SEI Investments Co | 16,299 | $74.6K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 16,246 | $74.0K | 0.00% | −2,454−13.1% | Reduced |
| Coldstream Capital Management Inc | 16,029 | $73.4K | 0.00% | −2,299−12.5% | Reduced |
| Summit Trail Advisors, LLC | 15,504 | $71.0K | 0.00% | +15,504 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 15,176 | $69.5K | 0.00% | +341+2.3% | Added |
| JPMorgan Chase & Co | 14,792 | $69.1K | 0.00% | +219+1.5% | Added |
| XTX Topco Ltd | 14,663 | $67.2K | 0.00% | +14,663 | New |
| Chancellor Financial Group WB LP | 14,602 | $66.9K | 0.05% | +2,752+23.2% | Added |
| Russell Investments Group, Ltd. | 14,430 | $66.1K | 0.00% | −33,395−69.8% | Reduced |
| Mercer Global Advisors Inc | 14,224 | $65.1K | 0.00% | −7,998−36.0% | Reduced |
| Colony Group, LLC | 13,938 | $63.8K | 0.00% | +13,938 | New |
| Zions Bancorporation, National Association | 12,891 | $59.0K | 0.00% | +12,891 | New |
| Oxford Asset Management LLP | 12,668 | $58.0K | 0.02% | −3,042−19.4% | Reduced |
| Michels Family Financial, LLC | 12,379 | $56.7K | 0.04% | +79+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,300 | $56.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,735 | $53.7K | 0.00% | +443+3.9% | Added |
| Kathmere Capital Management, LLC | 11,161 | $51.1K | 0.00% | +11,161 | New |
| Vanguard Global Advisers, LLC | 11,151 | $51.1K | 0.00% | +11,151 | New |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $50.8K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,043 | $46.0K | 0.00% | −3,793−27.4% | Reduced |
| Barclays PLC | 9,950 | $45.6K | 0.00% | −42,789−81.1% | Reduced |
| New York State Common Retirement Fund | 9,562 | $43.8K | 0.00% | −14,300−59.9% | Reduced |
| Advisor Group Holdings, Inc. | 7,909 | $36.2K | 0.00% | +68+0.9% | Added |
| Equitable Holdings, Inc. | 10,000 | $35.4K | 0.00% | +10,000 | New |
| The PNC Financial Services Group, Inc. | 7,195 | $33.0K | 0.00% | +880+13.9% | Added |
| BNP Paribas Arbitrage, SA | 7,036 | $32.2K | 0.00% | −18−0.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,975 | $31.9K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 6,784 | $31.1K | 0.00% | +258+4.0% | Added |
| State of Alaska, Department of Revenue | 6,601 | $30.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,992 | $13.7K | 0.00% | −294−8.9% | Reduced |
| CoreCap Advisors, LLC | 2,914 | $13.3K | 0.00% | +71+2.5% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,594 | $11.9K | 0.00% | −445−14.6% | Reduced |
| Bard Associates Inc | 2,500 | $11.4K | 0.00% | −132,061−98.1% | Reduced |
| Raffa Wealth Management, LLC | 2,436 | $11.2K | 0.00% | +519+27.1% | Added |
| Smartleaf Asset Management LLC | 1,926 | $8.99K | 0.00% | +1,467+319.6% | Added |
| CWM, LLC | 1,845 | $8.45K | 0.00% | +1,232+201.0% | Added |
| Citigroup Inc | 1,634 | $7.48K | 0.00% | −17,129−91.3% | Reduced |
| Jones Financial Companies LLLP | 1,371 | $6.39K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,257 | $5.76K | 0.00% | +854+211.9% | Added |
| Royal Bank of Canada | 1,088 | $5.00K | 0.00% | −508−31.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,009 | $4.62K | 0.00% | 00.0% | Unchanged |