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, Q2 2026
Institutional positions in Evolution Petroleum Corp as of Jun 30, 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
- 117
- −2 vs. Q1 2026
- Shares held
- 18.0M
- +187.8K (+1.1%) vs. Q1 2026
- Total value
- $66.4M
- −$15.3M (−18.7%) vs. Q1 2026
- New holders
- 17
- 47 more added
- Sold out
- 19
- 31 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Evolution Petroleum Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 24 | $0 | 0.00% | +5+26.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9 | $33 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 11 | $41 | 0.00% | +11 | New |
| Creative Financial Designs Inc | 18 | $66 | 0.00% | +1+5.9% | Added |
| Clearstead Advisors, LLC | 19 | $71 | 0.00% | +19 | New |
| IFP Advisors, Inc | 65 | $239 | 0.00% | +63+3,150.0% | Added |
| TD Private Client Wealth LLC | 67 | $247 | 0.00% | +67 | New |
| Fortitude Family Office, LLC | 73 | $269 | 0.00% | +73 | New |
| True Wealth Design, LLC | 132 | $486 | 0.00% | +130+6,500.0% | Added |
| Cassaday & Co Wealth Management LLC | 200 | $736 | 0.00% | −180−47.4% | Reduced |
| Rothschild Investment LLC | 217 | $799 | 0.00% | +114+110.7% | Added |
| SBI Securities Co., Ltd. | 227 | $835 | 0.00% | −20−8.1% | Reduced |
| Sterling Capital Management LLC | 228 | $839 | 0.00% | −76−25.0% | Reduced |
| Larson Financial Group LLC | 298 | $1.10K | 0.00% | +298 | New |
| Mosley Wealth Management | 300 | $1.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 325 | $1.20K | 0.00% | +117+56.3% | Added |
| Golden State Wealth Management, LLC | 368 | $1.35K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 443 | $1.63K | 0.00% | +443 | New |
| EverSource Wealth Advisors, LLC | 494 | $1.82K | 0.00% | +370+298.4% | Added |
| Essential Partners LLC | 598 | $2.20K | 0.00% | +502+522.9% | Added |
| Royal Bank of Canada | 941 | $3.00K | 0.00% | −147−13.5% | Reduced |
| Harbor Capital Advisors, Inc. | 862 | $3.00K | 0.00% | +490+131.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,009 | $3.71K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,222 | $4.50K | 0.00% | −35−2.8% | Reduced |
| Raffa Wealth Management, LLC | 1,350 | $4.97K | 0.00% | −1,086−44.6% | Reduced |
| Jones Financial Companies LLLP | 1,371 | $5.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,589 | $5.85K | 0.00% | +652+69.6% | Added |
| Smartleaf Asset Management LLC | 1,926 | $7.17K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 2,500 | $9.20K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,605 | $9.59K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,992 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,009 | $11.1K | 0.00% | +95+3.3% | Added |
| Tower Research Capital LLC (TRC) | 4,132 | $15.2K | 0.00% | +1,538+59.3% | Added |
| Nisa Investment Advisors, LLC | 5,727 | $21.1K | 0.00% | +5,722+114,440.0% | Added |
| State of Alaska, Department of Revenue | 6,601 | $24.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,975 | $25.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,619 | $28.0K | 0.00% | +583+8.3% | Added |
| The PNC Financial Services Group, Inc. | 8,034 | $29.6K | 0.00% | +839+11.7% | Added |
| Advisor Group Holdings, Inc. | 8,069 | $29.7K | 0.00% | +160+2.0% | Added |
| SRS Capital Advisors, Inc. | 8,628 | $31.8K | 0.00% | +8,271+2,316.8% | Added |
| Barclays PLC | 9,017 | $33.2K | 0.00% | −933−9.4% | Reduced |
| New York State Common Retirement Fund | 9,562 | $35.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 9,737 | $35.8K | 0.00% | −3,154−24.5% | Reduced |
| Equitable Holdings, Inc. | 10,000 | $36.8K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,018 | $36.9K | 0.00% | +10,018 | New |
| Captrust Financial Advisors | 11,024 | $40.6K | 0.00% | +11,024 | New |
| Police & Firemen's Retirement System of New Jersey | 11,089 | $40.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 11,151 | $41.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,671 | $42.9K | 0.00% | −2,992−20.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,300 | $45.0K | 0.00% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 12,458 | $45.8K | 0.03% | +79+0.6% | Added |
| Chancellor Financial Group WB LP | 14,602 | $53.7K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 14,806 | $54.5K | 0.00% | −370−2.4% | Reduced |
| JPMorgan Chase & Co | 15,286 | $56.9K | 0.00% | +494+3.3% | Added |
| Mariner, LLC | 15,895 | $58.5K | 0.00% | +15,895 | New |
| Summit Trail Advisors, LLC | 15,971 | $58.8K | 0.00% | +467+3.0% | Added |
| SEI Investments Co | 16,299 | $60.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 16,541 | $61.0K | 0.01% | +16,541 | New |
| Campbell & CO Investment Adviser LLC | 18,238 | $67.1K | 0.00% | +18,238 | New |
| Wellington Management Group LLP | 19,783 | $72.8K | 0.00% | +3,236+19.6% | Added |
| Engineers Gate Manager LP | 20,198 | $74.3K | 0.00% | −42,805−67.9% | Reduced |
| Citigroup Inc | 21,233 | $78.1K | 0.00% | +19,599+1,199.4% | Added |
| Ieq Capital, LLC | 23,159 | $85.2K | 0.00% | +23,159 | New |
| Price T Rowe Associates Inc | 23,204 | $86.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 23,787 | $87.5K | 0.00% | +23,787 | New |
| Rhumbline Advisers | 24,714 | $90.9K | 0.00% | −2,016−7.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,231 | $95.2K | 0.00% | +26,231 | New |
| Graham Capital Management, L.P. | 26,387 | $97.1K | 0.00% | −35,481−57.3% | Reduced |
| Sentinus, LLC | 26,739 | $98.4K | 0.01% | −568−2.1% | Reduced |
| JustInvest LLC | 30,715 | $113.0K | 0.00% | +2,884+10.4% | Added |
| Abel Hall, LLC | 31,278 | $115.1K | 0.02% | +31,278 | New |
| Occudo Quantitative Strategies LP | 32,203 | $118.5K | 0.01% | +32,203 | New |
| Deutsche Bank AG | 33,287 | $122.5K | 0.00% | +4,016+13.7% | Added |
| Victory Capital Management Inc | 34,137 | $125.6K | 0.00% | −3,337−8.9% | Reduced |
| Ethic Inc. | 37,539 | $138.1K | 0.00% | −40,786−52.1% | Reduced |
| Russell Investments Group, Ltd. | 37,803 | $139.1K | 0.00% | +23,373+162.0% | Added |
| Alliancebernstein L.P. | 31,610 | $144.8K | 0.00% | +7,000+28.4% | Added |
| Mercer Global Advisors Inc | 43,250 | $159.2K | 0.00% | +29,026+204.1% | Added |
| D. E. Shaw & Co., Inc. | 46,464 | $171.0K | 0.00% | +18,776+67.8% | Added |
| FMR LLC | 48,366 | $178.0K | 0.00% | +41,582+612.9% | Added |
| Citadel Advisors LLC | 48,677 | $179.1K | 0.00% | −277,228−85.1% | Reduced |
| Truist Financial Corp | 49,788 | $183.2K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 51,463 | $189.4K | 0.01% | −893−1.7% | Reduced |
| Invesco Ltd. | 52,282 | $192.4K | 0.00% | −8,031−13.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 53,850 | $198.2K | 0.00% | +21,510+66.5% | Added |
| Bridgeway Capital Management, LLC | 55,300 | $203.5K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 61,999 | $228.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 63,157 | $232.4K | 0.00% | −488−0.8% | Reduced |
| Bank of America Corp | 63,830 | $234.9K | 0.00% | −7,268−10.2% | Reduced |
| Bank of New York Mellon Corp | 84,796 | $312.0K | 0.00% | −790−0.9% | Reduced |
| Ritholtz Wealth Management | 84,817 | $312.1K | 0.00% | −46,760−35.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 91,173 | $335.5K | 0.00% | +56,389+162.1% | Added |
| Charles Schwab Investment Management Inc | 98,676 | $363.1K | 0.00% | +9,889+11.1% | Added |
| O'Shaughnessy Asset Management, LLC | 106,842 | $393.2K | 0.00% | −17,087−13.8% | Reduced |
| Wells Fargo & Company | 111,648 | $410.9K | 0.00% | +43,859+64.7% | Added |
| Castleview Partners, LLC | 115,393 | $424.6K | 0.19% | +20,093+21.1% | Added |
| UBS Group AG | 158,947 | $584.9K | 0.00% | −39,566−19.9% | Reduced |
| Goldman Sachs Group Inc | 164,526 | $605.5K | 0.00% | −121,110−42.4% | Reduced |
| Quantinno Capital Management LP | 171,610 | $631.5K | 0.00% | +105,080+157.9% | Added |