Evolution PetroleumEPM
13F holders, Q3 2025 (September 30)116holders +7
15new positions
8sold out
2famous investors
$4.82avg. 13F price*
At the end of Q3 2025, 116 institutions reported holding Evolution Petroleum Corp. (EPM) in their 13F filings, up 7 from Q2 2025. 15 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($11.8M), WealthTrust Axiom LLC ($8.6M) and Vanguard Group Inc. ($7.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.4M |
| Exits | 8 | $639K |
All 13F filers, Q2 2025 → Q3 2025: 1,164,445 shares bought and 701,089 shares sold, net +463,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 2,443,928 | $11.8M |
| WealthTrust Axiom LLC | 2.30% | Reduce -0.2% | 1,782,033 | $8.6M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 1,600,822 | $7.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -2.2% | 1,432,559 | $6.9M |
| River Road Asset Management, LLC | 0.07% | Reduce -0.7% | 1,294,393 | $6.2M |
| Renaissance Technologies | 0.01% | Reduce -1.2% | 1,059,997 | $5.1M |
| American Century Companies Inc. | 0.00% | Add +14.3% | 977,675 | $4.7M |
| Ranger Investment Management, L.P. | 0.32% | Reduce -17.7% | 943,820 | $4.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.0% | 727,602 | $3.5M |
| State Street Corp. | 0.00% | Reduce -0.6% | 695,693 | $3.4M |
| North Star Investment Management Corp. | 0.21% | Reduce -17.8% | 680,987 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +6.2% | 669,156 | $3.2M |
| Morgan Stanley | 0.00% | Add +8.2% | 641,066 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 474,278 | $2.3M |
| CWA Asset Management Group, LLC | 0.08% | Add +15.4% | 470,471 | $2.3M |
| UBS Group AG | 0.00% | Add +23.2% | 469,692 | $2.3M |
| Register Financial Advisors LLC | 0.60% | Add +0.5% | 317,169 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +1.0% | 315,324 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +2.3% | 246,623 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 223,925 | $1.1M |
| Perritt Capital Management Inc | 0.40% | Reduce -1.1% | 176,316 | $850K |
| Bard Associates Inc. | 0.22% | Reduce -5.0% | 171,042 | $824K |
| Ritholtz Wealth Management | 0.01% | New | 135,916 | $655K |
| Royal Bank of Canada | 0.00% | Add +148.9% | 121,701 | $587K |
| Ethic Inc. | 0.01% | Add +20.2% | 116,990 | $564K |
| Goldman Sachs Group Inc. | 0.00% | Add +65.0% | 105,657 | $509K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.6% | 96,795 | $467K |
| Wells Fargo & Company | 0.00% | Reduce -9.0% | 95,093 | $458K |
| Quantinno Capital Management LP | 0.00% | Add +107.6% | 85,377 | $412K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 74,333 | $358K |
| Bank of America Corp. | 0.00% | Add +79.3% | 63,428 | $306K |
| Nuveen, LLC | 0.00% | No change | 61,999 | $299K |
| Kings Path Partners LLC | 0.10% | Reduce -18.1% | 53,995 | $260K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 52,998 | $255K |
| Truist Financial Corp. | 0.00% | Add +51.4% | 49,788 | $240K |
| Invesco Ltd. | 0.00% | Reduce -14.2% | 48,707 | $235K |
| Barclays PLC | 0.00% | Reduce -19.1% | 47,618 | $230K |
| Michels Family Financial, LLC | 0.17% | New | 46,317 | $223K |
| Ancora Advisors LLC | 0.00% | Reduce -1.8% | 42,610 | $205K |
| Connors Investor Services Inc. | 0.02% | Reduce -4.7% | 42,036 | $203K |
| Victory Capital Management Inc. | 0.00% | Reduce -25.3% | 37,455 | $181K |
| Rhumbline Advisers | 0.00% | Reduce -12.8% | 36,510 | $176K |
| AQR Capital Management | 0.00% | Add +152.4% | 32,864 | $158K |
| Deutsche Bank AG | 0.00% | Reduce -0.0% | 30,845 | $149K |
| Ellevest, Inc. | 0.02% | Add +30.0% | 30,600 | $147K |
| Cerity Partners LLC | 0.00% | Add +3.9% | 29,042 | $140K |
| Certior Financial Group, LLC | 0.09% | Reduce -0.0% | 27,303 | $132K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.7% | 26,722 | $129K |
| Jane Street Group, LLC | 0.00% | Reduce -0.2% | 26,477 | $128K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +10.3% | 25,495 | $123K |
| Coldstream Capital Management Inc. | 0.00% | New | 24,838 | $120K |
| Jackson Hole Capital Partners, LLC | 0.02% | Reduce -16.5% | 24,709 | $119K |
| Alliancebernstein L.P. | 0.00% | Add +8.8% | 24,610 | $119K |
| New York State Common Retirement Fund | 0.00% | No change | 23,862 | $115K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -21.6% | 23,398 | $113K |
| Citigroup Inc. | 0.00% | Add +37.9% | 21,238 | $102K |
| Graham Capital Management, L.P. | 0.00% | Add +80.5% | 18,352 | $88K |
| Mercer Global Advisors Inc. | 0.00% | New | 18,239 | $88K |
| Focus Partners Wealth | 0.00% | New | 12,418 | $88K |
| MetLife Investment Management, LLC | 0.00% | Reduce -8.2% | 17,439 | $84K |
| Equitable Holdings, Inc. | 0.00% | Add +1.0% | 16,719 | $81K |
| Sei Investments Co. | 0.00% | No change | 16,299 | $79K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 15,280 | $74K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.4% | 15,007 | $72K |
| Intech Investment Management LLC | 0.00% | No change | 14,784 | $71K |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 14,745 | $71K |
| Wellington Management Group LLP | 0.00% | Reduce -3.4% | 14,674 | $71K |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.1% | 14,347 | $69K |
| Kathmere Capital Management, LLC | 0.00% | New | 12,431 | $60K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.8% | 12,300 | $59K |
| Regent Peak Wealth Advisors LLC | 0.01% | — | 11,822 | $57K |
| Chancellor Financial Group WB LP | 0.04% | No change | 11,650 | $56K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.9% | 11,496 | $55K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,089 | $53K |
| Franklin Resources Inc. | 0.00% | New | 10,963 | $53K |
| Metis Global Partners, LLC | 0.00% | No change | 10,193 | $49K |
| Osaic Holdings, Inc. | 0.00% | Add +6.3% | 8,563 | $42K |
| BNP Paribas Financial Markets | 0.00% | Add +163.4% | 8,194 | $39K |
| FMR LLC | 0.00% | Add +11.4% | 7,193 | $35K |
| Comerica Bank | 0.00% | Add +894.0% | 6,908 | $33K |
| NFSG Corp | 0.00% | No change | 5,775 | $28K |
| Summit Securities Group LLC | 0.01% | New | 3,900 | $19K |
| Legal & General Group Plc | 0.00% | No change | 3,567 | $17K |
| Cwm, LLC | 0.00% | Add +213.0% | 3,136 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.8% | 2,821 | $14K |
| CoreCap Advisors, LLC | 0.00% | Add +2.5% | 2,750 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,605 | $13K |
| California State Teachers Retirement System | 0.00% | New | 1,942 | $9K |
| Raffa Wealth Management, LLC | 0.00% | No change | 1,917 | $9K |
| Simplex Trading, LLC | 0.00% | New | 1,724 | $8K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,371 | $7K |
| Arax Advisory Partners | 0.00% | Add +81.0% | 1,289 | $6K |
| Versant Capital Management, Inc | 0.00% | New | 1,069 | $5K |
| Amalgamated Bank | 0.00% | No change | 1,064 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,009 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $5K |
| Allworth Financial LP | 0.00% | Add +4.3% | 626 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.2% | 497 | $2K |
| Essential Partners LLC | 0.00% | Add +3676.9% | 491 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -36.2% | 399 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -53.0% | 368 | $2K |
| Sterling Capital Management LLC | 0.00% | Add +94.6% | 323 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +65.2% | 271 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +27.2% | 262 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 236 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 184 | $887 |
| Nisa Investment Advisors, LLC | 0.00% | New | 152 | $733 |
| GAMMA Investing LLC | 0.00% | New | 138 | $665 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1366.7% | 132 | $636 |
| Ameritas Advisory Services, LLC | 0.00% | No change | 100 | $482 |
| IFP Advisors, Inc | 0.00% | Reduce -97.6% | 76 | $366 |
| Rothschild Investment LLC | 0.00% | Reduce -47.8% | 60 | $289 |
| Creative Financial Designs Inc. | 0.00% | No change | 16 | $79 |
| True Wealth Design, LLC | 0.00% | Reduce -57.1% | 3 | $15 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 2 | $6 |
| Clearstead Advisors, LLC | 0.00% | New | 1 | $5 |
"% of holder's portfolio" is EPM's weight in each manager's 13F, not the share of Evolution Petroleum Corp. the manager owns.