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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.

Institutional holdersQ1 2026: 122 institutions
Q1 2021: 78 institutionsQ2 2021: 78 institutionsQ3 2021: 78 institutionsQ4 2021: 75 institutionsQ1 2022: 87 institutionsQ2 2022: 81 institutionsQ3 2022: 96 institutionsQ4 2022: 102 institutionsQ1 2023: 102 institutionsQ2 2023: 113 institutionsQ3 2023: 117 institutionsQ4 2023: 109 institutionsQ1 2024: 103 institutionsQ2 2024: 102 institutionsQ3 2024: 114 institutionsQ4 2024: 113 institutionsQ1 2025: 112 institutionsQ2 2025: 109 institutionsQ3 2025: 116 institutionsQ4 2025: 119 institutionsQ1 2026: 122 institutionsQ2 2026: 117 institutions
Value heldQ1 2026: $81.8M
Q1 2021: $76.7MQ2 2021: $106.0MQ3 2021: $118.1MQ4 2021: $107.2MQ1 2022: $147.8MQ2 2022: $116.0MQ3 2022: $142.6MQ4 2022: $150.5MQ1 2023: $116.7MQ2 2023: $165.6MQ3 2023: $139.1MQ4 2023: $116.8MQ1 2024: $118.5MQ2 2024: $100.1MQ3 2024: $99.6MQ4 2024: $100.8MQ1 2025: $100.4MQ2 2025: $91.7MQ3 2025: $96.2MQ4 2025: $64.3MQ1 2026: $81.8MQ2 2026: $66.4M
Institutions holding EPM and their total value by quarter
QuarterHoldersValue
Q2 2026117$66.4M
Q1 2026122$81.8M
Q4 2025119$64.3M
Q3 2025116$96.2M
Q2 2025109$91.7M
Q1 2025112$100.4M
Q4 2024113$100.8M
Q3 2024114$99.6M
Q2 2024102$100.1M
Q1 2024103$118.5M
Q4 2023109$116.8M
Q3 2023117$139.1M
Q2 2023113$165.6M
Q1 2023102$116.7M
Q4 2022102$150.5M
Q3 202296$142.6M
Q2 202281$116.0M
Q1 202287$147.8M
Q4 202175$107.2M
Q3 202178$118.1M
Q2 202178$106.0M
Q1 202178$76.7M

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q4 2025.

Institutions holding EPM in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP937$4.29K0.00%+237+33.9%Added
Harbor Capital Advisors, Inc.372$2.00K0.00%−20−5.1%Reduced
Cassaday & Co Wealth Management LLC380$1.74K0.00%+380New
Golden State Wealth Management, LLC368$1.69K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.357$1.64K0.00%+357New
Mosley Wealth Management300$1.45K0.00%+300New
Sterling Capital Management LLC304$1.39K0.00%−131−30.1%Reduced
SBI Securities Co., Ltd.247$1.13K0.00%−34−12.1%Reduced
Farther Finance Advisors, LLC208$9090.00%+2+1.0%Added
EverSource Wealth Advisors, LLC124$5690.00%+112+933.3%Added
Rothschild Investment LLC103$4720.00%+3+3.0%Added
Essential Partners LLC96$4400.00%+33+52.4%Added
Legacy Wealth Managment, LLC73$3350.00%00.0%Unchanged
Root Financial Partners, LLC54$2470.00%+54New
Creative Financial Designs Inc17$800.00%00.0%Unchanged
MAI Capital Management6$280.00%+6New
Nisa Investment Advisors, LLC5$230.00%+5New
Sunbelt Securities, Inc.5$230.00%+5New
True Wealth Design, LLC2$100.00%−1−33.3%Reduced
IFP Advisors, Inc2$90.00%−57−96.6%Reduced
MJT & Associates Financial Advisory Group, Inc.1$10.00%−1−50.0%Reduced
Covestor Ltd19$00.00%+16+533.3%Added
River Road Asset Management, LLC0$00.00%−537,375−100.0%Sold out
Certior Financial Group, LLC0$00.00%−30,869−100.0%Sold out
Prosperity Consulting Group, LLC0$00.00%−23,240−100.0%Sold out
HRT Financial LP0$00.00%−21,977−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−19,784−100.0%Sold out
Ancora Advisors, LLC0$00.00%−19,385−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−18,405−100.0%Sold out
Squarepoint Ops LLC0$00.00%−15,623−100.0%Sold out
Interchange Capital Partners, LLC0$00.00%−14,010−100.0%Sold out
Intech Investment Management LLC0$00.00%−13,261−100.0%Sold out
Inscription Capital, LLC0$00.00%−10,704−100.0%Sold out
Metis Global Partners, LLC0$00.00%−10,193−100.0%Sold out
StoneX Group Inc.0$00.00%−10,123−100.0%Sold out
Simplex Trading, LLC0$00.00%−5,733−100.0%Sold out
California State Teachers Retirement System0$00.00%−1,929−100.0%Sold out
Amalgamated Bank0$00.00%−992−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−463−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−184−100.0%Sold out
IMA Wealth, Inc.0$00.00%−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