Evolution PetroleumEPM
13F holders, Q4 2025 (December 31)119holders +3
23new positions
20sold out
4famous investors
$3.54avg. 13F price*
At the end of Q4 2025, 119 institutions reported holding Evolution Petroleum Corp. (EPM) in their 13F filings, up 3 from Q3 2025. 23 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($8.5M), WealthTrust Axiom LLC ($6.9M) and Vanguard Group Inc. ($5.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Evolution Petroleum Corp.
- CUSIP
- 30049A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $3.4M |
| Exits | 20 | $6.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,864,009 shares bought and 3,653,416 shares sold, net −1,789,407 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| BlackRock, Inc. | 0.00% | Reduce -1.3% | 2,412,080 | $8.5M |
| WealthTrust Axiom LLC | 1.77% | Add +9.3% | 1,948,657 | $6.9M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 1,629,128 | $5.8M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.8% | 1,420,577 | $5.0M |
| Renaissance Technologies | 0.01% | Add +0.2% | 1,062,297 | $3.8M |
| American Century Companies Inc. | 0.00% | Add +4.4% | 1,020,878 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Add +62.5% | 770,693 | $2.7M |
| Geode Capital Management, LLC | 0.00% | Add +4.0% | 756,703 | $2.7M |
| State Street Corp. | 0.00% | Reduce -0.1% | 695,174 | $2.5M |
| Morgan Stanley | 0.00% | Add +3.0% | 659,963 | $2.3M |
| North Star Investment Management Corp. | 0.12% | Reduce -18.3% | 556,190 | $2.0M |
| CWA Asset Management Group, LLC | 0.07% | Add +16.3% | 547,157 | $1.9M |
| River Road Asset Management, LLC | 0.02% | Reduce -58.5% | 537,375 | $1.9M |
| Register Financial Advisors LLC | 0.47% | Add +6.6% | 338,147 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.8% | 306,431 | $1.1M |
| Citadel Advisors | 0.00% | New | 271,003 | $959K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.8% | 192,923 | $683K |
| Perritt Capital Management Inc | 1.03% | Reduce -1.2% | 174,275 | $617K |
| Rothschild Wealth LLC | 0.06% | New | 174,275 | $617K |
| UBS Group AG | 0.00% | Reduce -69.2% | 144,594 | $512K |
| Goldman Sachs Group Inc. | 0.00% | Add +28.3% | 135,573 | $480K |
| Bard Associates Inc. | 0.12% | Reduce -21.3% | 134,561 | $476K |
| Ritholtz Wealth Management | 0.01% | Reduce -4.6% | 129,605 | $459K |
| Quantinno Capital Management LP | 0.00% | Add +37.3% | 117,248 | $415K |
| Ethic Inc. | 0.01% | Reduce -6.1% | 109,843 | $389K |
| Point72 Asset Management | 0.00% | New | 106,387 | $377K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.9% | 95,894 | $339K |
| Bank of New York Mellon Corp | 0.00% | Reduce -63.5% | 90,009 | $319K |
| Wells Fargo & Company | 0.00% | Reduce -9.4% | 86,123 | $305K |
| Jane Street Group, LLC | 0.00% | Add +209.5% | 81,956 | $290K |
| Castleview Partners, LLC | 0.14% | New | 78,300 | $277K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 73,809 | $261K |
| Bank of America Corp. | 0.00% | Add +0.8% | 63,940 | $226K |
| Nuveen, LLC | 0.00% | No change | 61,999 | $219K |
| Invesco Ltd. | 0.00% | Add +19.1% | 58,034 | $205K |
| Bridgeway Capital Management, LLC | 0.00% | Reduce -25.6% | 55,300 | $196K |
| Barclays PLC | 0.00% | Add +10.8% | 52,739 | $187K |
| Truist Financial Corp. | 0.00% | No change | 49,788 | $176K |
| Ellevest, Inc. | 0.02% | Add +59.9% | 48,933 | $173K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -92.8% | 47,825 | $169K |
| Victory Capital Management Inc. | 0.00% | Add +0.1% | 37,474 | $133K |
| Comerica Bank | 0.00% | Add +385.0% | 33,503 | $119K |
| Rhumbline Advisers | 0.00% | Reduce -8.6% | 33,355 | $118K |
| Susquehanna International Group, LLP | 0.00% | New | 31,079 | $110K |
| Certior Financial Group, LLC | 0.07% | Add +13.1% | 30,869 | $109K |
| Deutsche Bank AG | 0.00% | No change | 30,845 | $109K |
| Gsa Capital Partners LLP | 0.01% | New | 30,596 | $108K |
| Two Sigma Investments, LP | 0.00% | New | 28,635 | $101K |
| Graham Capital Management, L.P. | 0.00% | Add +52.0% | 27,890 | $99K |
| Alliancebernstein L.P. | 0.00% | No change | 24,610 | $87K |
| New York State Common Retirement Fund | 0.00% | No change | 23,862 | $84K |
| Prosperity Consulting Group, LLC | 0.00% | Reduce -0.7% | 23,240 | $82K |
| Mercer Global Advisors Inc. | 0.00% | Add +21.8% | 22,222 | $79K |
| Wellington Management Group LLP | 0.00% | Add +50.9% | 22,148 | $78K |
| HRT Financial LP | 0.00% | New | 21,977 | $77K |
| Dynamic Technology Lab Private Ltd | 0.02% | New | 19,784 | $70K |
| Ancora Advisors LLC | 0.00% | Reduce -54.5% | 19,385 | $69K |
| Citigroup Inc. | 0.00% | Reduce -11.7% | 18,763 | $66K |
| Virtu Financial LLC | 0.00% | New | 18,700 | $66K |
| Occudo Quantitative Strategies LP | 0.00% | New | 18,405 | $65K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -26.2% | 18,328 | $65K |
| Sei Investments Co. | 0.00% | No change | 16,299 | $58K |
| Oxford Asset Management LLP | 0.02% | New | 15,710 | $56K |
| Squarepoint Ops LLC | 0.00% | New | 15,623 | $55K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 15,280 | $55K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.1% | 14,835 | $53K |
| Engineers Gate Manager LP | 0.00% | New | 14,671 | $52K |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 14,573 | $52K |
| Interchange Capital Partners, LLC | 0.01% | New | 14,010 | $50K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +20.4% | 13,836 | $49K |
| Intech Investment Management LLC | 0.00% | Reduce -10.3% | 13,261 | $47K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 12,300 | $44K |
| Michels Family Financial, LLC | 0.03% | Reduce -73.4% | 12,300 | $44K |
| AQR Capital Management | 0.00% | Reduce -62.6% | 12,294 | $44K |
| Chancellor Financial Group WB LP | 0.03% | Add +1.7% | 11,850 | $42K |
| LPL Financial LLC | 0.00% | Reduce -23.4% | 11,292 | $40K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,089 | $39K |
| Inscription Capital, LLC | 0.00% | New | 10,704 | $38K |
| Metis Global Partners, LLC | 0.00% | No change | 10,193 | $36K |
| StoneX Group Inc. | 0.00% | New | 10,123 | $36K |
| Sherbrooke Park Advisers LLC | 0.09% | New | 10,093 | $36K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.4% | 7,841 | $28K |
| BNP Paribas Financial Markets | 0.00% | Reduce -13.9% | 7,054 | $25K |
| NFSG Corp | 0.00% | Add +20.8% | 6,975 | $25K |
| FMR LLC | 0.00% | Reduce -9.3% | 6,526 | $23K |
| State of Alaska, Department of Revenue | 0.00% | New | 6,601 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -76.4% | 6,315 | $22K |
| Simplex Trading, LLC | 0.00% | Add +232.5% | 5,733 | $20K |
| Legal & General Group Plc | 0.00% | Reduce -7.9% | 3,286 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +7.7% | 3,039 | $11K |
| CoreCap Advisors, LLC | 0.00% | Add +3.4% | 2,843 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,605 | $9K |
| California State Teachers Retirement System | 0.00% | Reduce -0.7% | 1,929 | $7K |
| Raffa Wealth Management, LLC | 0.00% | No change | 1,917 | $7K |
| Royal Bank of Canada | 0.00% | Reduce -98.7% | 1,596 | $6K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,371 | $5K |
| Amalgamated Bank | 0.00% | Reduce -6.8% | 992 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,009 | $4K |
| Allworth Financial LP | 0.00% | Add +11.8% | 700 | $2K |
| Cwm, LLC | 0.00% | Reduce -80.5% | 613 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +96.2% | 463 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +69.4% | 459 | $2K |
| Sterling Capital Management LLC | 0.00% | Add +34.7% | 435 | $2K |
| GAMMA Investing LLC | 0.00% | Add +192.0% | 403 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 368 | $1K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.8% | 392 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -43.5% | 281 | $995 |
| IMA Advisory Services, Inc. | 0.00% | New | 11 | $747 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.4% | 206 | $729 |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 184 | $651 |
| Rothschild Investment LLC | 0.00% | Add +66.7% | 100 | $354 |
| Legacy Wealth Managment, LLC | 0.00% | New | 73 | $259 |
| Essential Partners LLC | 0.00% | Reduce -87.2% | 63 | $223 |
| IFP Advisors, Inc | 0.00% | Reduce -22.4% | 59 | $209 |
| Creative Financial Designs Inc. | 0.00% | Add +6.3% | 17 | $60 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -90.9% | 12 | $42 |
| True Wealth Design, LLC | 0.00% | No change | 3 | $11 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 2 | $5 |
| Covestor Ltd | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is EPM's weight in each manager's 13F, not the share of Evolution Petroleum Corp. the manager owns.