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 |
|---|---|---|---|---|---|
| Vanguard Portfolio Management LLC | 222,300 | $818.1K | 0.00% | +34,985+18.7% | Added |
| Vanguard Fiduciary Trust Co | 225,493 | $829.8K | 0.00% | +16,865+8.1% | Added |
| Northern Trust Corp | 265,468 | $976.9K | 0.00% | −43,368−14.0% | Reduced |
| Register Financial Advisors LLC | 338,176 | $1.24M | 0.38% | +1,338+0.4% | Added |
| AQR Capital Management LLC | 375,692 | $1.38M | 0.00% | +342,166+1,020.6% | Added |
| North Star Investment Management Corp. | 431,388 | $1.59M | 0.09% | +2100.0% | Added |
| Morgan Stanley | 637,694 | $2.35M | 0.00% | −13,635−2.1% | Reduced |
| State Street Corp | 691,691 | $2.55M | 0.00% | −813−0.1% | Reduced |
| CWA Asset Management Group, LLC | 805,762 | $2.97M | 0.09% | +96,475+13.6% | Added |
| Geode Capital Management, LLC | 885,707 | $3.26M | 0.00% | +107,342+13.8% | Added |
| Raymond James Financial Inc | 996,428 | $3.67M | 0.00% | −33,070−3.2% | Reduced |
| Renaissance Technologies LLC | 1,029,814 | $3.79M | 0.01% | +76,917+8.1% | Added |
| American Century Companies Inc | 1,075,062 | $3.96M | 0.00% | −9,277−0.9% | Reduced |
| Vanguard Capital Management LLC | 1,272,857 | $4.68M | 0.00% | +25,123+2.0% | Added |
| Dimensional Fund Advisors LP | 1,488,715 | $5.48M | 0.00% | +35,497+2.4% | Added |
| WealthTrust Axiom LLC | 2,212,619 | $8.14M | 1.82% | +76,403+3.6% | Added |
| BlackRock, Inc. | 2,416,712 | $8.89M | 0.00% | +50,896+2.2% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −167,761−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −87,835−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −61,663−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −44,502−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −31,931−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −19,634−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −19,538−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −18,033−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −16,477−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,246−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −16,029−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −13,938−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −12,668−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −11,735−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −11,161−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −10,043−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Jackson Hole Capital Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |