Evolution PetroleumEPM
13F holders, Q1 2025 (March 31)112holders −1
10new positions
12sold out
3famous investors
$5.18avg. 13F price*
At the end of Q1 2025, 112 institutions reported holding Evolution Petroleum Corp. (EPM) in their 13F filings, down 1 from Q4 2024. 10 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($13.3M), WealthTrust Axiom LLC ($9.2M) and Vanguard Group Inc. ($8.2M). 3 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $478K |
| Exits | 12 | $1.3M |
All 13F filers, Q4 2024 → Q1 2025: 740,927 shares bought and 616,289 shares sold, net +124,638 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| BlackRock, Inc. | 0.00% | Reduce -2.5% | 2,577,124 | $13.3M |
| WealthTrust Axiom LLC | 2.79% | Add +1.7% | 1,767,188 | $9.2M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 1,583,218 | $8.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.2% | 1,512,917 | $7.8M |
| River Road Asset Management, LLC | 0.09% | Reduce -0.3% | 1,319,742 | $6.8M |
| Renaissance Technologies | 0.01% | Add +0.0% | 1,096,297 | $5.7M |
| Ranger Investment Management, L.P. | 0.40% | Reduce -0.2% | 1,067,070 | $5.5M |
| North Star Investment Management Corp. | 0.31% | Reduce -0.6% | 828,396 | $4.3M |
| American Century Companies Inc. | 0.00% | Add +19.0% | 749,442 | $3.9M |
| Geode Capital Management, LLC | 0.00% | Add +4.0% | 740,799 | $3.8M |
| State Street Corp. | 0.00% | Reduce -1.6% | 678,674 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +22.5% | 670,155 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 609,037 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +26.7% | 357,933 | $1.9M |
| UBS Group AG | 0.00% | Add +2.9% | 348,771 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 314,510 | $1.6M |
| CWA Asset Management Group, LLC | 0.08% | Add +30.0% | 305,012 | $1.6M |
| Register Financial Advisors LLC | 0.80% | Add +2.7% | 297,782 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 242,605 | $1.3M |
| Bard Associates Inc. | 0.43% | Reduce -0.4% | 222,317 | $1.2M |
| Perritt Capital Management Inc | 0.56% | Reduce -1.7% | 194,468 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +24.0% | 139,715 | $724K |
| Ethic Inc. | 0.01% | Add +10.2% | 140,200 | $718K |
| Ancora Advisors LLC | 0.01% | Add +142.8% | 104,920 | $543K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.8% | 89,280 | $462K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -22.6% | 74,333 | $385K |
| Susquehanna International Group, LLP | 0.00% | Add +48.1% | 68,636 | $356K |
| Invesco Ltd. | 0.00% | Reduce -8.0% | 66,865 | $346K |
| Kings Path Partners LLC | 0.17% | Reduce -38.6% | 65,950 | $342K |
| Wells Fargo & Company | 0.00% | Add +0.6% | 63,441 | $329K |
| Nuveen, LLC | 0.00% | — | 61,211 | $317K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 53,212 | $276K |
| Rhumbline Advisers | 0.00% | Add +28.1% | 50,448 | $261K |
| Connors Investor Services Inc. | 0.02% | Reduce -1.4% | 44,105 | $228K |
| Deutsche Bank AG | 0.00% | Reduce -17.5% | 42,978 | $223K |
| Ellevest, Inc. | 0.01% | Add +8.2% | 42,721 | $221K |
| Bank of America Corp. | 0.00% | Reduce -23.8% | 39,194 | $203K |
| Two Sigma Investments, LP | 0.00% | Add +33.7% | 37,726 | $195K |
| Barclays PLC | 0.00% | Reduce -30.5% | 34,255 | $177K |
| Cerity Partners LLC | 0.00% | Add +3.9% | 33,904 | $176K |
| Quantinno Capital Management LP | 0.00% | Reduce -18.7% | 33,749 | $175K |
| Truist Financial Corp. | 0.00% | Add +52.9% | 32,890 | $170K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -11.4% | 31,923 | $165K |
| Algert Global LLC | 0.00% | No change | 30,730 | $159K |
| Certior Financial Group, LLC | 0.12% | Add +1.6% | 27,166 | $141K |
| New York State Common Retirement Fund | 0.00% | Reduce -24.2% | 23,862 | $124K |
| Citigroup Inc. | 0.00% | Reduce -10.7% | 22,181 | $115K |
| Jane Street Group, LLC | 0.00% | New | 19,724 | $102K |
| Algorithmic Investment Models, LLC | 0.07% | New | 19,070 | $99K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 18,320 | $95K |
| Osaic Holdings, Inc. | 0.00% | Add +60.8% | 17,724 | $92K |
| AQR Capital Management | 0.00% | New | 17,635 | $91K |
| Alliancebernstein L.P. | 0.00% | No change | 17,610 | $91K |
| Intech Investment Management LLC | 0.00% | Add +30.3% | 16,962 | $88K |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.3% | 16,273 | $84K |
| Equitable Holdings, Inc. | 0.00% | Add +1.8% | 16,221 | $84K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -7.3% | 16,145 | $84K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 15,019 | $78K |
| LPL Financial LLC | 0.00% | Reduce -5.8% | 14,928 | $77K |
| Caprock Group, LLC | 0.00% | Add +21.0% | 14,559 | $75K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -51.3% | 14,418 | $75K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 14,100 | $73K |
| Focus Partners Wealth | 0.00% | New | 13,447 | $70K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.1% | 13,217 | $68K |
| Victory Capital Management Inc. | 0.00% | Reduce -62.5% | 12,557 | $65K |
| Wellington Management Group LLP | 0.00% | Add +2.3% | 12,432 | $64K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 12,259 | $64K |
| Legal & General Group Plc | 0.00% | No change | 12,088 | $63K |
| Chancellor Financial Group WB LP | 0.05% | Add +5.0% | 11,550 | $60K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,089 | $57K |
| Brevan Howard Capital Management LP | 0.00% | New | 10,774 | $56K |
| Sherbrooke Park Advisers LLC | 0.03% | New | 10,514 | $54K |
| SG Americas Securities, LLC | 0.00% | Reduce -22.8% | 10,209 | $53K |
| Metis Global Partners, LLC | 0.00% | No change | 10,193 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.4% | 9,713 | $50K |
| FMR LLC | 0.00% | Add +13.7% | 8,011 | $42K |
| MetLife Investment Management, LLC | 0.00% | Reduce -69.1% | 5,948 | $31K |
| NFSG Corp | 0.01% | No change | 5,775 | $30K |
| Citadel Advisors | 0.00% | Reduce -86.0% | 3,581 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.8% | 2,872 | $15K |
| CoreCap Advisors, LLC | 0.00% | Add +71.1% | 2,668 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,605 | $13K |
| Group One Trading LLC | 0.00% | Reduce -19.2% | 2,560 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +392.8% | 2,316 | $12K |
| California State Teachers Retirement System | 0.00% | No change | 2,221 | $12K |
| Royal Bank of Canada | 0.00% | Reduce -49.9% | 2,047 | $10K |
| BNP Paribas Financial Markets | 0.00% | Reduce -59.1% | 1,630 | $8K |
| Raffa Wealth Management, LLC | 0.00% | No change | 1,628 | $8K |
| Amalgamated Bank | 0.00% | No change | 1,064 | $6K |
| Cwm, LLC | 0.00% | Add +29.8% | 1,076 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,009 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 783 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -38.7% | 584 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +37.8% | 616 | $3K |
| Coldstream Capital Management Inc. | 0.00% | New | 543 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -23.2% | 533 | $3K |
| Park Square Financial Group, LLC | 0.00% | No change | 500 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -74.5% | 419 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.6% | 404 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -24.3% | 343 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -80.9% | 319 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 206 | $1K |
| Rise Advisors, LLC | 0.00% | New | 200 | $1K |
| Jones Financial Companies LLLP | 0.00% | No change | 200 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 184 | $953 |
| True Wealth Design, LLC | 0.00% | Add +12.3% | 183 | $948 |
| SouthState Bank Corp | 0.00% | New | 97 | $503 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -48.7% | 39 | $199 |
| Creative Financial Designs Inc. | 0.00% | Add +6.7% | 16 | $81 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 2 | $6 |
| Covestor Ltd | 0.00% | Reduce -18.9% | 30 | $0 |
"% of holder's portfolio" is EPM's weight in each manager's 13F, not the share of Evolution Petroleum Corp. the manager owns.