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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 123,929 | $567.6K | 0.00% | −68,994−35.8% | Reduced |
| Ritholtz Wealth Management | 131,577 | $602.6K | 0.01% | +1,972+1.5% | Added |
| Point72 Asset Management, L.P. | 167,761 | $768.3K | 0.00% | +61,374+57.7% | Added |
| Vanguard Portfolio Management LLC | 187,315 | $857.9K | 0.00% | +187,315 | New |
| UBS Group AG | 198,513 | $909.2K | 0.00% | +53,919+37.3% | Added |
| Vanguard Fiduciary Trust Co | 208,628 | $955.5K | 0.00% | +208,628 | New |
| Goldman Sachs Group Inc | 285,636 | $1.31M | 0.00% | +150,063+110.7% | Added |
| Northern Trust Corp | 308,836 | $1.41M | 0.00% | +2,405+0.8% | Added |
| Citadel Advisors LLC | 325,905 | $1.49M | 0.00% | +54,902+20.3% | Added |
| Register Financial Advisors LLC | 336,838 | $1.54M | 0.57% | −1,309−0.4% | Reduced |
| North Star Investment Management Corp. | 431,178 | $1.97M | 0.12% | −125,012−22.5% | Reduced |
| Morgan Stanley | 651,329 | $2.98M | 0.00% | −8,634−1.3% | Reduced |
| State Street Corp | 692,504 | $3.17M | 0.00% | −2,670−0.4% | Reduced |
| CWA Asset Management Group, LLC | 709,287 | $3.25M | 0.11% | +162,130+29.6% | Added |
| Geode Capital Management, LLC | 778,365 | $3.57M | 0.00% | +21,662+2.9% | Added |
| Renaissance Technologies LLC | 952,897 | $4.36M | 0.01% | −109,400−10.3% | Reduced |
| Raymond James Financial Inc | 1,029,498 | $4.72M | 0.00% | +258,805+33.6% | Added |
| American Century Companies Inc | 1,084,339 | $4.97M | 0.00% | +63,461+6.2% | Added |
| Vanguard Capital Management LLC | 1,247,734 | $5.71M | 0.00% | +1,247,734 | New |
| Dimensional Fund Advisors LP | 1,453,218 | $6.66M | 0.00% | +32,641+2.3% | Added |
| WealthTrust Axiom LLC | 2,136,216 | $9.78M | 2.41% | +187,559+9.6% | Added |
| BlackRock, Inc. | 2,365,816 | $10.8M | 0.00% | −46,264−1.9% | Reduced |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −537,375−100.0% | Sold out |
| Certior Financial Group, LLC | 0 | $0 | 0.00% | −30,869−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −23,240−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,977−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,784−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −19,385−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,405−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,623−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −14,010−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −13,261−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −10,704−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −10,193−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,123−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,733−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −1,929−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Perritt Capital Management Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Sherbrooke Park Advisers LLC | – | – | – | – | Not filed |