Evolution PetroleumEPM
13F holders, Q1 2024 (March 31)103holders
2famous investors
$6.14avg. 13F price*
At the end of Q1 2024, 103 institutions reported holding Evolution Petroleum Corp. (EPM) in their 13F filings. The largest holders were BlackRock Inc. ($16.2M), WealthTrust Axiom LLC ($10.2M) and Vanguard Group Inc. ($9.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Evolution Petroleum Corp.
- CUSIP
- 30049A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.0M |
| Exits | 20 | $3.3M |
Ownership 103 holders
| BlackRock Inc. | 0.00% | Reduce -4.5% | 2,645,290 | $16.2M |
| WealthTrust Axiom LLC | 3.29% | Reduce -0.3% | 1,662,367 | $10.2M |
| Vanguard Group Inc. | 0.00% | Add +0.6% | 1,611,605 | $9.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.3% | 1,331,098 | $8.2M |
| River Road Asset Management, LLC | 0.10% | Reduce -1.6% | 1,258,104 | $7.7M |
| Renaissance Technologies | 0.01% | Reduce -7.9% | 1,256,797 | $7.7M |
| Ranger Investment Management, L.P. | 0.40% | Add +3.8% | 1,010,940 | $6.2M |
| North Star Investment Management Corp. | 0.34% | Add +8.9% | 769,369 | $4.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.9% | 679,894 | $4.2M |
| Morgan Stanley | 0.00% | Add +25.1% | 668,687 | $4.1M |
| State Street Corp. | 0.00% | Add +1.0% | 651,915 | $4.0M |
| American Century Companies Inc. | 0.00% | Add +20.9% | 543,027 | $3.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -0.4% | 518,591 | $3.2M |
| Punch & Associates Investment Management, Inc. | 0.16% | Reduce -12.2% | 459,775 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 373,892 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 323,094 | $2.0M |
| Register Financial Advisors LLC | 0.88% | Add +71.2% | 276,405 | $1.7M |
| Bard Associates Inc. | 0.52% | Reduce -5.8% | 234,217 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +25.0% | 206,216 | $1.3M |
| Perritt Capital Management Inc | 0.58% | Reduce -0.4% | 175,767 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +46.8% | 170,325 | $1.0M |
| Raymond James & Associates | 0.00% | Add +255.0% | 164,206 | $1.0M |
| Cornercap Investment Counsel Inc. | 0.15% | No change | 162,468 | $998K |
| Prudential Financial Inc. | 0.00% | New | 136,065 | $835K |
| Invesco Ltd. | 0.00% | Add +163.1% | 126,548 | $777K |
| Bridgeway Capital Management, LLC | 0.01% | Add +51.2% | 118,133 | $725K |
| Ethic Inc. | 0.02% | Add +184.7% | 99,549 | $611K |
| First Trust Advisors LP | 0.00% | Add +1.0% | 84,421 | $518K |
| Ameriprise Financial Inc. | 0.00% | Reduce -46.5% | 83,501 | $513K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.5% | 83,448 | $512K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +40.1% | 69,315 | $426K |
| New York State Common Retirement Fund | 0.00% | No change | 67,666 | $415K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +19.2% | 63,308 | $389K |
| Nuveen Asset Management, LLC | 0.00% | No change | 61,211 | $376K |
| AQR Capital Management | 0.00% | Add +7.9% | 60,051 | $369K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -10.2% | 58,254 | $358K |
| STRS Ohio | 0.00% | Reduce -8.8% | 56,700 | $348K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.1% | 55,472 | $341K |
| Prosperity Consulting Group, LLC | 0.04% | New | 53,431 | $328K |
| UBS Group AG | 0.00% | Reduce -28.1% | 50,134 | $308K |
| Connors Investor Services Inc. | 0.03% | Add +19.9% | 48,300 | $297K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 47,375 | $291K |
| Rhumbline Advisers | 0.00% | Add +2.1% | 43,213 | $265K |
| Penn Mutual Asset Management | 0.86% | Reduce -93.8% | 43,168 | $265K |
| Bank of America Corp. | 0.00% | Reduce -14.9% | 41,839 | $257K |
| Aviva PLC | 0.00% | Reduce -64.2% | 36,857 | $226K |
| Ellevest, Inc. | 0.01% | New | 36,171 | $222K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.4% | 34,012 | $209K |
| JPMorgan Chase & Co. | 0.00% | Add +48.8% | 33,474 | $206K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -50.1% | 29,945 | $184K |
| Victory Capital Management Inc. | 0.00% | Add +9.0% | 28,199 | $173K |
| BNP Paribas Financial Markets | 0.00% | Add +7.1% | 25,875 | $159K |
| Man Group plc | 0.00% | Reduce -77.1% | 24,387 | $150K |
| Equitable Holdings, Inc. | 0.00% | No change | 23,497 | $144K |
| Barclays PLC | 0.00% | Reduce -47.4% | 23,193 | $142K |
| Two Sigma Advisers, LP | 0.00% | Reduce -77.8% | 22,900 | $141K |
| State of Wyoming | 0.02% | Add +75.3% | 21,108 | $130K |
| Moors & Cabot, Inc. | 0.01% | New | 16,544 | $102K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.7% | 16,461 | $101K |
| Deutsche Bank AG | 0.00% | Add +12.1% | 16,395 | $101K |
| Graham Capital Management, L.P. | 0.01% | New | 15,716 | $96K |
| Principal Financial Group Inc. | 0.00% | New | 15,512 | $95K |
| American International Group, Inc. | 0.00% | Reduce -0.9% | 15,297 | $94K |
| Ritholtz Wealth Management | 0.00% | Reduce -10.5% | 14,065 | $86K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 13,749 | $84K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 13,501 | $83K |
| Cetera Investment Advisers | 0.00% | Reduce -2.4% | 11,773 | $72K |
| SpiderRock Advisors, LLC | 0.00% | — | 11,989 | $71K |
| LPL Financial LLC | 0.00% | Reduce -15.2% | 11,274 | $69K |
| Voya Investment Management LLC | 0.00% | Reduce -26.4% | 10,698 | $66K |
| Metis Global Partners, LLC | 0.00% | New | 10,193 | $63K |
| Wells Fargo & Company | 0.00% | Add +15.4% | 9,276 | $57K |
| FMR LLC | 0.00% | Reduce -3.6% | 7,511 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.1% | 7,214 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -20.3% | 6,344 | $39K |
| Citigroup Inc. | 0.00% | Reduce -57.3% | 5,765 | $35K |
| NFSG Corp | 0.01% | No change | 5,450 | $33K |
| Group One Trading LLC | 0.00% | No change | 3,700 | $23K |
| Legal & General Group Plc | 0.00% | No change | 3,364 | $21K |
| California State Teachers Retirement System | 0.00% | Reduce -38.9% | 3,121 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,605 | $16K |
| Raffa Wealth Management, LLC | 0.00% | Add +26.0% | 2,085 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,800 | $11K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -0.7% | 1,724 | $11K |
| Simplex Trading, LLC | 0.00% | Reduce -92.6% | 1,663 | $10K |
| Royal Bank of Canada | 0.00% | Reduce -83.5% | 1,695 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 1,459 | $9K |
| Amalgamated Bank | 0.00% | Reduce -76.2% | 1,064 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,009 | $6K |
| Federated Hermes, Inc. | 0.00% | Add +388.6% | 982 | $6K |
| Comerica Bank | 0.00% | Reduce -77.5% | 316 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | New | 250 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.5% | 233 | $1K |
| Covestor Ltd | 0.00% | New | 125 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 190 | $1K |
| Cwm, LLC | 0.00% | Reduce -72.0% | 170 | $1K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +154.1% | 155 | $952 |
| Aspire Private Capital, LLC | 0.00% | No change | 100 | $614 |
| First Horizon Advisors, Inc. | 0.00% | No change | 99 | $607 |
| GAMMA Investing LLC | 0.00% | Reduce -57.1% | 51 | $313 |
"% of holder's portfolio" is EPM's weight in each manager's 13F, not the share of Evolution Petroleum Corp. the manager owns.