Evolution PetroleumEPM
13F holders, Q2 2026 (June 30)117holders −5
17new positions
19sold out
4famous investors
$3.68avg. 13F price*
At the end of Q2 2026, 117 institutions reported holding Evolution Petroleum Corp. (EPM) in their 13F filings, down 5 from Q1 2026. 17 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($8.9M), WealthTrust Axiom LLC ($8.1M) and Dimensional Fund Advisors LP ($5.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Evolution Petroleum Corp.
- CUSIP
- 30049A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $769K |
| Exits | 19 | $2.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,500,515 shares bought and 1,312,697 shares sold, net +187,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| BlackRock, Inc. | 0.00% | Add +2.1% | 2,416,712 | $8.9M |
| WealthTrust Axiom LLC | 1.82% | Add +3.6% | 2,212,619 | $8.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.4% | 1,488,715 | $5.5M |
| Vanguard Capital Management LLC | 0.00% | Add +2.0% | 1,272,857 | $4.7M |
| American Century Companies Inc. | 0.00% | Reduce -0.9% | 1,075,062 | $4.0M |
| Renaissance Technologies | 0.01% | Add +8.1% | 1,029,814 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.2% | 996,428 | $3.7M |
| Geode Capital Management, LLC | 0.00% | Add +13.8% | 885,707 | $3.3M |
| CWA Asset Management Group, LLC | 0.09% | Add +13.6% | 805,762 | $3.0M |
| State Street Corp. | 0.00% | Reduce -0.1% | 691,691 | $2.5M |
| Morgan Stanley | 0.00% | Reduce -2.1% | 637,694 | $2.3M |
| North Star Investment Management Corp. | 0.09% | Add +0.1% | 431,388 | $1.6M |
| AQR Capital Management | 0.00% | Add +1020.6% | 375,692 | $1.4M |
| Register Financial Advisors LLC | 0.38% | Add +0.4% | 338,176 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -14.0% | 265,468 | $977K |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +8.1% | 225,493 | $830K |
| Vanguard Portfolio Management LLC | 0.00% | Add +18.7% | 222,300 | $818K |
| Quantinno Capital Management LP | 0.00% | Add +157.9% | 171,610 | $632K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.4% | 164,526 | $605K |
| UBS Group AG | 0.00% | Reduce -19.9% | 158,947 | $585K |
| Castleview Partners, LLC | 0.19% | Add +21.1% | 115,393 | $425K |
| Wells Fargo & Company | 0.00% | Add +64.7% | 111,648 | $411K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.8% | 106,842 | $393K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.1% | 98,676 | $363K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +162.1% | 91,173 | $336K |
| Ritholtz Wealth Management | 0.00% | Reduce -35.5% | 84,817 | $312K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 84,796 | $312K |
| Bank of America Corp. | 0.00% | Reduce -10.2% | 63,830 | $235K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.8% | 63,157 | $232K |
| Nuveen, LLC | 0.00% | No change | 61,999 | $228K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 55,300 | $204K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +66.5% | 53,850 | $198K |
| Invesco Ltd. | 0.00% | Reduce -13.3% | 52,282 | $192K |
| Advisor OS, LLC | 0.01% | Reduce -1.7% | 51,463 | $189K |
| Truist Financial Corp. | 0.00% | No change | 49,788 | $183K |
| Citadel Advisors | 0.00% | Reduce -85.1% | 48,677 | $179K |
| FMR LLC | 0.00% | Add +612.9% | 48,366 | $178K |
| D. E. Shaw & Co. | 0.00% | Add +67.8% | 46,464 | $171K |
| Mercer Global Advisors Inc. | 0.00% | Add +204.1% | 43,250 | $159K |
| Alliancebernstein L.P. | 0.00% | Add +28.4% | 31,610 | $145K |
| Russell Investments Group, Ltd. | 0.00% | Add +162.0% | 37,803 | $139K |
| Ethic Inc. | 0.00% | Reduce -52.1% | 37,539 | $138K |
| Victory Capital Management Inc. | 0.00% | Reduce -8.9% | 34,137 | $126K |
| Deutsche Bank AG | 0.00% | Add +13.7% | 33,287 | $122K |
| Occudo Quantitative Strategies LP | 0.01% | New | 32,203 | $119K |
| Abel Hall, LLC | 0.02% | New | 31,278 | $115K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +10.4% | 30,715 | $113K |
| Rothschild Wealth LLC | 0.01% | Reduce -2.1% | 26,739 | $98K |
| Graham Capital Management, L.P. | 0.00% | Reduce -57.4% | 26,387 | $97K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 26,231 | $95K |
| Rhumbline Advisers | 0.00% | Reduce -7.5% | 24,714 | $91K |
| Lido Advisors, LLC | 0.00% | New | 23,787 | $88K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 23,204 | $86K |
| Ieq Capital, LLC | 0.00% | New | 23,159 | $85K |
| Citigroup Inc. | 0.00% | Add +1199.5% | 21,233 | $78K |
| Engineers Gate Manager LP | 0.00% | Reduce -67.9% | 20,198 | $74K |
| Wellington Management Group LLP | 0.00% | Add +19.6% | 19,783 | $73K |
| Campbell & CO Investment Adviser LLC | 0.00% | New | 18,238 | $67K |
| Dynamic Technology Lab Private Ltd | 0.01% | New | 16,541 | $61K |
| Sei Investments Co. | 0.00% | No change | 16,299 | $60K |
| Summit Trail Advisors, LLC | 0.00% | Add +3.0% | 15,971 | $59K |
| Mariner, LLC | 0.00% | New | 15,895 | $58K |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 15,286 | $57K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.4% | 14,806 | $54K |
| Chancellor Financial Group WB LP | 0.03% | No change | 14,602 | $54K |
| Michels Family Financial, LLC | 0.03% | Add +0.6% | 12,458 | $46K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 12,300 | $45K |
| XTX Topco Ltd | 0.00% | Reduce -20.4% | 11,671 | $43K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 11,151 | $41K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,089 | $41K |
| Captrust Financial Advisors | 0.00% | New | 11,024 | $41K |
| Private Advisor Group, LLC | 0.00% | New | 10,018 | $37K |
| Equitable Holdings, Inc. | 0.00% | No change | 10,000 | $37K |
| Zions Bancorporation, National Association | 0.00% | Reduce -24.5% | 9,737 | $36K |
| New York State Common Retirement Fund | 0.00% | No change | 9,562 | $35K |
| Barclays PLC | 0.00% | Reduce -9.4% | 9,017 | $33K |
| Arax Advisory Partners | 0.00% | Add +2316.8% | 8,628 | $32K |
| Osaic Holdings, Inc. | 0.00% | Add +2.0% | 8,069 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.7% | 8,034 | $30K |
| BNP Paribas Financial Markets | 0.00% | Add +8.3% | 7,619 | $28K |
| NFSG Corp | 0.00% | No change | 6,975 | $26K |
| State of Alaska, Department of Revenue | 0.00% | No change | 6,601 | $24K |
| Nisa Investment Advisors, LLC | 0.00% | Add +114440.0% | 5,727 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +59.3% | 4,132 | $15K |
| CoreCap Advisors, LLC | 0.00% | Add +3.3% | 3,009 | $11K |
| Legal & General Group Plc | 0.00% | No change | 2,992 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,605 | $10K |
| Bard Associates Inc. | 0.00% | No change | 2,500 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,926 | $7K |
| Allworth Financial LP | 0.00% | Add +69.6% | 1,589 | $6K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,371 | $5K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -44.6% | 1,350 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -2.8% | 1,222 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,009 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +131.7% | 862 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -13.5% | 941 | $3K |
| Essential Partners LLC | 0.00% | Add +522.9% | 598 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +298.4% | 494 | $2K |
| California State Teachers Retirement System | 0.00% | New | 443 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 368 | $1K |
"% of holder's portfolio" is EPM's weight in each manager's 13F, not the share of Evolution Petroleum Corp. the manager owns.