Evolution PetroleumEPM
13F holders, Q3 2024 (September 30)114holders +12
26new positions
16sold out
2famous investors
$5.31avg. 13F price*
At the end of Q3 2024, 114 institutions reported holding Evolution Petroleum Corp. (EPM) in their 13F filings, up 12 from Q2 2024. 26 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($13.7M), WealthTrust Axiom LLC ($9.1M) and Vanguard Group Inc. ($8.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $1.9M |
| Exits | 16 | $3.6M |
All 13F filers, Q2 2024 → Q3 2024: 964,159 shares bought and 1,409,370 shares sold, net −445,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| BlackRock, Inc. | 0.00% | — | 2,578,967 | $13.7M |
| WealthTrust Axiom LLC | 2.68% | Add +2.7% | 1,705,138 | $9.1M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 1,585,903 | $8.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.3% | 1,420,757 | $7.5M |
| River Road Asset Management, LLC | 0.09% | No change | 1,323,211 | $7.0M |
| Renaissance Technologies | 0.01% | Reduce -14.7% | 1,121,597 | $6.0M |
| Ranger Investment Management, L.P. | 0.37% | Add +2.1% | 1,093,075 | $5.8M |
| North Star Investment Management Corp. | 0.30% | Reduce -0.6% | 823,135 | $4.4M |
| Geode Capital Management, LLC | 0.00% | Add +0.2% | 709,864 | $3.8M |
| State Street Corp. | 0.00% | Add +1.0% | 665,239 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +25.7% | 638,270 | $3.4M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 637,391 | $3.4M |
| American Century Companies Inc. | 0.00% | Reduce -16.1% | 480,566 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 402,679 | $2.1M |
| Northern Trust Corp. | 0.00% | Add +0.6% | 305,057 | $1.6M |
| Register Financial Advisors LLC | 0.78% | Add +2.5% | 287,599 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +27.1% | 242,567 | $1.3M |
| Bard Associates Inc. | 0.42% | Reduce -0.3% | 233,617 | $1.2M |
| CWA Asset Management Group, LLC | 0.06% | — | 213,870 | $1.1M |
| Perritt Capital Management Inc | 0.54% | Add +0.1% | 199,054 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +87.7% | 115,443 | $613K |
| Ethic Inc. | 0.02% | Reduce -7.8% | 99,549 | $611K |
| Kings Path Partners LLC | 0.24% | No change | 107,430 | $570K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 98,333 | $522K |
| Goldman Sachs Group Inc. | 0.00% | Add +85.4% | 90,424 | $480K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 88,524 | $470K |
| Invesco Ltd. | 0.00% | Reduce -50.4% | 71,749 | $381K |
| Nuveen Asset Management, LLC | 0.00% | No change | 61,211 | $325K |
| Penn Mutual Asset Management | 0.91% | No change | 60,168 | $319K |
| Exchange Traded Concepts, LLC | 0.01% | New | 55,935 | $297K |
| Quantinno Capital Management LP | 0.00% | Add +278.3% | 51,000 | $271K |
| Ellevest, Inc. | 0.01% | Add +17.9% | 46,388 | $246K |
| Wells Fargo & Company | 0.00% | Add +7.8% | 45,866 | $244K |
| Barclays PLC | 0.00% | Add +275.4% | 45,331 | $241K |
| Connors Investor Services Inc. | 0.02% | Reduce -6.2% | 45,300 | $241K |
| Ancora Advisors LLC | 0.01% | New | 43,362 | $230K |
| Rhumbline Advisers | 0.00% | Reduce -13.7% | 41,021 | $218K |
| Arete Wealth Advisors, LLC | 0.02% | Add +21.8% | 37,872 | $202K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -33.2% | 35,837 | $199K |
| Bank of America Corp. | 0.00% | Reduce -9.1% | 36,934 | $196K |
| Graham Capital Management, L.P. | 0.01% | Add +24.9% | 35,484 | $188K |
| New York State Common Retirement Fund | 0.00% | Reduce -35.7% | 31,462 | $167K |
| UBS Group AG | 0.00% | Add +14.6% | 31,125 | $165K |
| Algert Global LLC | 0.00% | New | 30,730 | $163K |
| Deutsche Bank AG | 0.00% | Add +81.4% | 26,107 | $139K |
| Equitable Holdings, Inc. | 0.00% | Add +5.6% | 26,002 | $138K |
| Cerity Partners LLC | 0.00% | New | 24,925 | $132K |
| Corton Capital Inc. | 0.06% | Reduce -36.5% | 24,300 | $129K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -31.8% | 23,382 | $124K |
| Citadel Advisors | 0.00% | Reduce -50.6% | 23,289 | $124K |
| Citigroup Inc. | 0.00% | Add +202.9% | 23,091 | $123K |
| Group One Trading LLC | 0.00% | Add +106.3% | 22,275 | $118K |
| Truist Financial Corp. | 0.00% | New | 21,516 | $114K |
| XTX Topco Ltd | 0.01% | New | 21,126 | $112K |
| Dynamic Technology Lab Private Ltd | 0.01% | New | 19,739 | $105K |
| Sherbrooke Park Advisers LLC | 0.02% | New | 19,514 | $104K |
| Alliancebernstein L.P. | 0.00% | No change | 17,610 | $94K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.1% | 16,780 | $89K |
| Raymond James & Associates | 0.00% | Reduce -90.8% | 16,656 | $88K |
| Moors & Cabot, Inc. | 0.00% | No change | 16,544 | $88K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 16,392 | $87K |
| Jane Street Group, LLC | 0.00% | Reduce -79.5% | 15,909 | $84K |
| Jump Financial, LLC | 0.00% | New | 15,877 | $84K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 15,589 | $83K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.9% | 14,673 | $78K |
| Cresset Asset Management, LLC | 0.00% | New | 14,430 | $77K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.5% | 14,300 | $76K |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 14,211 | $75K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.2% | 13,460 | $71K |
| Caprock Group, LLC | 0.00% | New | 13,404 | $71K |
| Victory Capital Management Inc. | 0.00% | Reduce -53.7% | 12,557 | $67K |
| Wellington Management Group LLP | 0.00% | New | 11,792 | $63K |
| LPL Financial LLC | 0.00% | Reduce -8.2% | 10,893 | $58K |
| SG Americas Securities, LLC | 0.00% | New | 10,573 | $56K |
| Brevan Howard Capital Management LP | 0.00% | New | 10,347 | $55K |
| Focus Partners Wealth | 0.00% | New | 10,223 | $54K |
| Metis Global Partners, LLC | 0.00% | No change | 10,193 | $54K |
| Creative Planning | 0.00% | New | 10,000 | $53K |
| FMR LLC | 0.00% | Add +23.1% | 8,808 | $47K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -23.9% | 8,585 | $46K |
| Legal & General Group Plc | 0.00% | No change | 7,713 | $41K |
| Osaic Holdings, Inc. | 0.00% | Add +19.5% | 7,373 | $39K |
| BNP Paribas Financial Markets | 0.00% | Add +3.1% | 6,892 | $37K |
| MetLife Investment Management, LLC | 0.00% | Reduce -67.0% | 5,962 | $32K |
| NFSG Corp | 0.01% | No change | 5,775 | $31K |
| Royal Bank of Canada | 0.00% | Add +7.6% | 4,392 | $23K |
| Simplex Trading, LLC | 0.00% | Reduce -58.3% | 3,894 | $20K |
| Quantbot Technologies LP | 0.00% | New | 3,332 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,605 | $14K |
| California State Teachers Retirement System | 0.00% | No change | 2,221 | $12K |
| Raffa Wealth Management, LLC | 0.00% | No change | 2,085 | $11K |
| Arax Advisory Partners | 0.00% | New | 1,671 | $9K |
| CoreCap Advisors, LLC | 0.00% | Add +2.2% | 1,524 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 1,500 | $8K |
| nVerses Capital, LLC | 0.00% | Reduce -71.7% | 1,300 | $7K |
| Amalgamated Bank | 0.00% | No change | 1,064 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,009 | $5K |
| Venturi Wealth Management, LLC | 0.00% | New | 782 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 514 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | Add +245.8% | 453 | $2K |
"% of holder's portfolio" is EPM's weight in each manager's 13F, not the share of Evolution Petroleum Corp. the manager owns.