Evolution PetroleumEPM
13F holders, Q2 2025 (June 30)109holders −3
12new positions
15sold out
2famous investors
$4.71avg. 13F price*
At the end of Q2 2025, 109 institutions reported holding Evolution Petroleum Corp. (EPM) in their 13F filings, down 3 from Q1 2025. 12 opened new positions and 15 sold out. The largest holders were BlackRock, Inc. ($11.7M), WealthTrust Axiom LLC ($8.4M) and Vanguard Group Inc. ($7.5M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $421K |
| Exits | 15 | $659K |
All 13F filers, Q1 2025 → Q2 2025: 819,847 shares bought and 718,084 shares sold, net +101,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| BlackRock, Inc. | 0.00% | Reduce -3.2% | 2,494,148 | $11.7M |
| WealthTrust Axiom LLC | 2.47% | Add +1.0% | 1,785,400 | $8.4M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 1,595,721 | $7.5M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -3.1% | 1,465,375 | $6.9M |
| River Road Asset Management, LLC | 0.08% | Reduce -1.3% | 1,302,863 | $6.3M |
| Ranger Investment Management, L.P. | 0.38% | Add +7.4% | 1,146,350 | $5.4M |
| Renaissance Technologies | 0.01% | Reduce -2.1% | 1,072,897 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +14.2% | 855,498 | $4.0M |
| North Star Investment Management Corp. | 0.27% | Add +0.0% | 828,541 | $3.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.8% | 727,534 | $3.4M |
| State Street Corp. | 0.00% | Add +3.1% | 699,634 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.0% | 629,985 | $3.0M |
| Morgan Stanley | 0.00% | Reduce -2.7% | 592,595 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Add +30.9% | 468,620 | $2.2M |
| CWA Asset Management Group, LLC | 0.08% | Add +33.7% | 407,776 | $1.9M |
| UBS Group AG | 0.00% | Add +9.3% | 381,117 | $1.8M |
| Register Financial Advisors LLC | 0.65% | Add +6.0% | 315,611 | $1.5M |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 312,232 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 241,102 | $1.1M |
| Bard Associates Inc. | 0.27% | Reduce -19.0% | 180,067 | $846K |
| Perritt Capital Management Inc | 0.43% | Reduce -8.3% | 178,356 | $838K |
| Wells Fargo & Company | 0.00% | Add +64.7% | 104,472 | $491K |
| Ethic Inc. | 0.01% | Reduce -30.6% | 97,324 | $480K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.8% | 96,228 | $452K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 74,333 | $349K |
| Susquehanna International Group, LLP | 0.00% | Add +1.0% | 69,309 | $326K |
| Kings Path Partners LLC | 0.12% | No change | 65,950 | $310K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.2% | 64,033 | $301K |
| Nuveen, LLC | 0.00% | Add +1.3% | 61,999 | $291K |
| Barclays PLC | 0.00% | Add +71.9% | 58,893 | $277K |
| Invesco Ltd. | 0.00% | Reduce -15.1% | 56,791 | $267K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 53,212 | $250K |
| Victory Capital Management Inc. | 0.00% | Add +299.2% | 50,132 | $236K |
| Royal Bank of Canada | 0.00% | Add +2288.4% | 48,891 | $230K |
| Connors Investor Services Inc. | 0.02% | No change | 44,105 | $207K |
| Ancora Advisors LLC | 0.00% | Reduce -58.7% | 43,370 | $204K |
| Rhumbline Advisers | 0.00% | Reduce -17.0% | 41,853 | $197K |
| Quantinno Capital Management LP | 0.00% | Add +21.9% | 41,125 | $193K |
| Bank of America Corp. | 0.00% | Reduce -9.8% | 35,372 | $166K |
| Truist Financial Corp. | 0.00% | No change | 32,890 | $155K |
| Deutsche Bank AG | 0.00% | Reduce -28.2% | 30,849 | $145K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -6.5% | 29,846 | $140K |
| Jackson Hole Capital Partners, LLC | 0.03% | New | 29,597 | $139K |
| Cerity Partners LLC | 0.00% | Reduce -17.6% | 27,947 | $131K |
| Certior Financial Group, LLC | 0.10% | Add +0.6% | 27,315 | $128K |
| Oxford Asset Management LLP | 0.04% | New | 27,050 | $127K |
| Jane Street Group, LLC | 0.00% | Add +34.5% | 26,537 | $125K |
| PNC Financial Services Group, Inc. | 0.00% | Add +157.8% | 25,041 | $118K |
| New York State Common Retirement Fund | 0.00% | No change | 23,862 | $112K |
| Ellevest, Inc. | 0.02% | Reduce -44.9% | 23,545 | $111K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +43.1% | 23,106 | $109K |
| Alliancebernstein L.P. | 0.00% | Add +28.4% | 22,610 | $106K |
| Algert Global LLC | 0.00% | Reduce -27.9% | 22,168 | $104K |
| MetLife Investment Management, LLC | 0.00% | Add +219.2% | 18,987 | $89K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.3% | 17,540 | $82K |
| Equitable Holdings, Inc. | 0.00% | Add +2.0% | 16,554 | $78K |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 16,509 | $78K |
| Sei Investments Co. | 0.00% | New | 16,299 | $77K |
| Campbell & CO Investment Adviser LLC | 0.00% | Add +7.5% | 15,492 | $73K |
| Citigroup Inc. | 0.00% | Reduce -30.6% | 15,405 | $72K |
| T. Rowe Price Associates Inc. | 0.00% | Add +24.6% | 15,280 | $72K |
| Wellington Management Group LLP | 0.00% | Add +22.2% | 15,190 | $71K |
| LPL Financial LLC | 0.00% | Add +0.3% | 14,968 | $70K |
| Intech Investment Management LLC | 0.00% | Reduce -12.8% | 14,784 | $69K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 14,100 | $66K |
| AQR Capital Management | 0.00% | Reduce -26.2% | 13,022 | $61K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.6% | 12,613 | $59K |
| Chancellor Financial Group WB LP | 0.04% | Add +0.9% | 11,650 | $55K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,089 | $52K |
| Metis Global Partners, LLC | 0.00% | No change | 10,193 | $48K |
| Graham Capital Management, L.P. | 0.00% | New | 10,169 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +187.6% | 8,261 | $39K |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.5% | 8,058 | $38K |
| FMR LLC | 0.00% | Reduce -19.4% | 6,456 | $30K |
| NFSG Corp | 0.00% | No change | 5,775 | $27K |
| Legal & General Group Plc | 0.00% | Reduce -70.5% | 3,567 | $17K |
| IFP Advisors, Inc | 0.00% | New | 3,161 | $16K |
| BNP Paribas Financial Markets | 0.00% | Add +90.9% | 3,111 | $15K |
| CoreCap Advisors, LLC | 0.00% | Add +0.6% | 2,683 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,605 | $12K |
| Raffa Wealth Management, LLC | 0.00% | Add +17.8% | 1,917 | $9K |
| Jones Financial Companies LLLP | 0.00% | Add +585.5% | 1,371 | $7K |
| Garde Capital, Inc. | 0.00% | New | 1,200 | $6K |
| Amalgamated Bank | 0.00% | No change | 1,064 | $5K |
| Cwm, LLC | 0.00% | Reduce -6.9% | 1,002 | $5K |
| 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 |
| Arax Advisory Partners | 0.00% | Add +123.2% | 712 | $3K |
| Comerica Bank | 0.00% | New | 695 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +1.5% | 625 | $3K |
| Allworth Financial LP | 0.00% | New | 600 | $3K |
| Park Square Financial Group, LLC | 0.00% | No change | 500 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -15.9% | 491 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 236 | $1K |
| SouthState Bank Corp | 0.00% | Add +118.6% | 212 | $997 |
| Farther Finance Advisors, LLC | 0.00% | No change | 206 | $968 |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 184 | $865 |
| Smartleaf Asset Management LLC | 0.00% | Add +320.5% | 164 | $808 |
| Sterling Capital Management LLC | 0.00% | Reduce -58.9% | 166 | $780 |
"% of holder's portfolio" is EPM's weight in each manager's 13F, not the share of Evolution Petroleum Corp. the manager owns.