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 |
|---|---|---|---|---|---|
| Covestor Ltd | 19 | $0 | 0.00% | +16+533.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 1 | $1 | 0.00% | −1−50.0% | Reduced |
| IFP Advisors, Inc | 2 | $9 | 0.00% | −57−96.6% | Reduced |
| True Wealth Design, LLC | 2 | $10 | 0.00% | −1−33.3% | Reduced |
| Nisa Investment Advisors, LLC | 5 | $23 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 5 | $23 | 0.00% | +5 | New |
| MAI Capital Management | 6 | $28 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 17 | $80 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 54 | $247 | 0.00% | +54 | New |
| Legacy Wealth Managment, LLC | 73 | $335 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 96 | $440 | 0.00% | +33+52.4% | Added |
| Rothschild Investment LLC | 103 | $472 | 0.00% | +3+3.0% | Added |
| EverSource Wealth Advisors, LLC | 124 | $569 | 0.00% | +112+933.3% | Added |
| Farther Finance Advisors, LLC | 208 | $909 | 0.00% | +2+1.0% | Added |
| SBI Securities Co., Ltd. | 247 | $1.13K | 0.00% | −34−12.1% | Reduced |
| Sterling Capital Management LLC | 304 | $1.39K | 0.00% | −131−30.1% | Reduced |
| Mosley Wealth Management | 300 | $1.45K | 0.00% | +300 | New |
| SRS Capital Advisors, Inc. | 357 | $1.64K | 0.00% | +357 | New |
| Golden State Wealth Management, LLC | 368 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 380 | $1.74K | 0.00% | +380 | New |
| Harbor Capital Advisors, Inc. | 372 | $2.00K | 0.00% | −20−5.1% | Reduced |
| Allworth Financial LP | 937 | $4.29K | 0.00% | +237+33.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,009 | $4.62K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,088 | $5.00K | 0.00% | −508−31.8% | Reduced |
| GAMMA Investing LLC | 1,257 | $5.76K | 0.00% | +854+211.9% | Added |
| Jones Financial Companies LLLP | 1,371 | $6.39K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,634 | $7.48K | 0.00% | −17,129−91.3% | Reduced |
| CWM, LLC | 1,845 | $8.45K | 0.00% | +1,232+201.0% | Added |
| Smartleaf Asset Management LLC | 1,926 | $8.99K | 0.00% | +1,467+319.6% | Added |
| Raffa Wealth Management, LLC | 2,436 | $11.2K | 0.00% | +519+27.1% | Added |
| Bard Associates Inc | 2,500 | $11.4K | 0.00% | −132,061−98.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,594 | $11.9K | 0.00% | −445−14.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,605 | $11.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,914 | $13.3K | 0.00% | +71+2.5% | Added |
| Legal & General Group Plc | 2,992 | $13.7K | 0.00% | −294−8.9% | Reduced |
| State of Alaska, Department of Revenue | 6,601 | $30.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,784 | $31.1K | 0.00% | +258+4.0% | Added |
| Newbridge Financial Services Group, Inc. | 6,975 | $31.9K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,036 | $32.2K | 0.00% | −18−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 7,195 | $33.0K | 0.00% | +880+13.9% | Added |
| Equitable Holdings, Inc. | 10,000 | $35.4K | 0.00% | +10,000 | New |
| Advisor Group Holdings, Inc. | 7,909 | $36.2K | 0.00% | +68+0.9% | Added |
| New York State Common Retirement Fund | 9,562 | $43.8K | 0.00% | −14,300−59.9% | Reduced |
| Barclays PLC | 9,950 | $45.6K | 0.00% | −42,789−81.1% | Reduced |
| Manufacturers Life Insurance Company, The | 10,043 | $46.0K | 0.00% | −3,793−27.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $50.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 11,151 | $51.1K | 0.00% | +11,151 | New |
| Kathmere Capital Management, LLC | 11,161 | $51.1K | 0.00% | +11,161 | New |
| LPL Financial LLC | 11,735 | $53.7K | 0.00% | +443+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,300 | $56.0K | 0.00% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 12,379 | $56.7K | 0.04% | +79+0.6% | Added |
| Oxford Asset Management LLP | 12,668 | $58.0K | 0.02% | −3,042−19.4% | Reduced |
| Zions Bancorporation, National Association | 12,891 | $59.0K | 0.00% | +12,891 | New |
| Colony Group, LLC | 13,938 | $63.8K | 0.00% | +13,938 | New |
| Mercer Global Advisors Inc | 14,224 | $65.1K | 0.00% | −7,998−36.0% | Reduced |
| Russell Investments Group, Ltd. | 14,430 | $66.1K | 0.00% | −33,395−69.8% | Reduced |
| Chancellor Financial Group WB LP | 14,602 | $66.9K | 0.05% | +2,752+23.2% | Added |
| XTX Topco Ltd | 14,663 | $67.2K | 0.00% | +14,663 | New |
| JPMorgan Chase & Co | 14,792 | $69.1K | 0.00% | +219+1.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,176 | $69.5K | 0.00% | +341+2.3% | Added |
| Summit Trail Advisors, LLC | 15,504 | $71.0K | 0.00% | +15,504 | New |
| Coldstream Capital Management Inc | 16,029 | $73.4K | 0.00% | −2,299−12.5% | Reduced |
| Virtu Financial LLC | 16,246 | $74.0K | 0.00% | −2,454−13.1% | Reduced |
| SEI Investments Co | 16,299 | $74.6K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 16,477 | $75.5K | 0.00% | +16,477 | New |
| Wellington Management Group LLP | 16,547 | $75.8K | 0.00% | −5,601−25.3% | Reduced |
| Two Sigma Investments, LP | 18,033 | $82.6K | 0.00% | −10,602−37.0% | Reduced |
| Alliancebernstein L.P. | 24,610 | $87.1K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 19,538 | $89.5K | 0.00% | +19,538 | New |
| Ellevest, Inc. | 19,634 | $89.9K | 0.01% | −29,299−59.9% | Reduced |
| Price T Rowe Associates Inc | 23,204 | $107.0K | 0.00% | +7,924+51.9% | Added |
| Rhumbline Advisers | 26,730 | $122.4K | 0.00% | −6,625−19.9% | Reduced |
| Sentinus, LLC | 27,307 | $125.1K | 0.01% | −146,968−84.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 27,489 | $125.9K | 0.02% | +27,489 | New |
| D. E. Shaw & Co., Inc. | 27,688 | $126.8K | 0.00% | +27,688 | New |
| JustInvest LLC | 27,831 | $127.5K | 0.00% | +27,831 | New |
| Deutsche Bank AG | 29,271 | $134.1K | 0.00% | −1,574−5.1% | Reduced |
| Odyssean, LLC | 31,931 | $146.2K | 0.05% | +31,931 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 32,340 | $148.1K | 0.00% | +32,340 | New |
| AQR Capital Management LLC | 33,526 | $153.5K | 0.00% | +21,232+172.7% | Added |
| Schonfeld Strategic Advisors LLC | 34,784 | $159.3K | 0.00% | −39,025−52.9% | Reduced |
| Victory Capital Management Inc | 37,474 | $171.6K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 44,502 | $204.0K | 0.01% | +13,906+45.5% | Added |
| Truist Financial Corp | 49,788 | $228.0K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 52,356 | $239.8K | 0.02% | +52,356 | New |
| Bridgeway Capital Management, LLC | 55,300 | $253.3K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 60,313 | $276.2K | 0.00% | +2,279+3.9% | Added |
| Jane Street Group, LLC | 61,663 | $282.4K | 0.00% | −20,293−24.8% | Reduced |
| Graham Capital Management, L.P. | 61,868 | $283.4K | 0.01% | +33,978+121.8% | Added |
| Nuveen, LLC | 61,999 | $284.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 63,003 | $288.6K | 0.00% | +48,332+329.4% | Added |
| Susquehanna International Group, LLP | 63,645 | $291.5K | 0.00% | +32,566+104.8% | Added |
| Quantinno Capital Management LP | 66,530 | $304.7K | 0.00% | −50,718−43.3% | Reduced |
| Wells Fargo & Company | 67,789 | $310.5K | 0.00% | −18,334−21.3% | Reduced |
| Bank of America Corp | 71,098 | $325.6K | 0.00% | +7,158+11.2% | Added |
| Ethic Inc. | 78,325 | $358.7K | 0.01% | −31,518−28.7% | Reduced |
| Bank of New York Mellon Corp | 85,586 | $392.0K | 0.00% | −4,423−4.9% | Reduced |
| Millennium Management LLC | 87,835 | $402.3K | 0.00% | +87,835 | New |
| Charles Schwab Investment Management Inc | 88,787 | $406.6K | 0.00% | −7,107−7.4% | Reduced |
| Castleview Partners, LLC | 95,300 | $436.5K | 0.22% | +17,000+21.7% | Added |