Evolution PetroleumEPM
13F holders, Q1 2026 (March 31)122holders +3
22new positions
19sold out
6famous investors
$4.58avg. 13F price*
At the end of Q1 2026, 122 institutions reported holding Evolution Petroleum Corp. (EPM) in their 13F filings, up 3 from Q4 2025. 22 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($10.8M), WealthTrust Axiom LLC ($9.8M) and Dimensional Fund Advisors LP ($6.7M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $1.8M |
| Exits | 19 | $2.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,647,603 shares bought and 1,749,400 shares sold, net −101,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 2,365,816 | $10.8M |
| WealthTrust Axiom LLC | 2.41% | Add +9.6% | 2,136,216 | $9.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.3% | 1,453,218 | $6.7M |
| Vanguard Capital Management LLC | 0.00% | — | 1,247,734 | $5.7M |
| American Century Companies Inc. | 0.00% | Add +6.2% | 1,084,339 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Add +33.6% | 1,029,498 | $4.7M |
| Renaissance Technologies | 0.01% | Reduce -10.3% | 952,897 | $4.4M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 778,365 | $3.6M |
| CWA Asset Management Group, LLC | 0.11% | Add +29.6% | 709,287 | $3.2M |
| State Street Corp. | 0.00% | Reduce -0.4% | 692,504 | $3.2M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 651,329 | $3.0M |
| North Star Investment Management Corp. | 0.12% | Reduce -22.5% | 431,178 | $2.0M |
| Register Financial Advisors LLC | 0.57% | Reduce -0.4% | 336,838 | $1.5M |
| Citadel Advisors | 0.00% | Add +20.3% | 325,905 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 308,836 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +110.7% | 285,636 | $1.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 208,628 | $956K |
| UBS Group AG | 0.00% | Add +37.3% | 198,513 | $909K |
| Vanguard Portfolio Management LLC | 0.00% | — | 187,315 | $858K |
| Point72 Asset Management | 0.00% | Add +57.7% | 167,761 | $768K |
| Ritholtz Wealth Management | 0.01% | Add +1.5% | 131,577 | $603K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -35.8% | 123,929 | $568K |
| Castleview Partners, LLC | 0.22% | Add +21.7% | 95,300 | $436K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.4% | 88,787 | $407K |
| Millennium Management | 0.00% | New | 87,835 | $402K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.9% | 85,586 | $392K |
| Ethic Inc. | 0.01% | Reduce -28.7% | 78,325 | $359K |
| Bank of America Corp. | 0.00% | Add +11.2% | 71,098 | $326K |
| Wells Fargo & Company | 0.00% | Reduce -21.3% | 67,789 | $310K |
| Quantinno Capital Management LP | 0.00% | Reduce -43.3% | 66,530 | $305K |
| Susquehanna International Group, LLP | 0.00% | Add +104.8% | 63,645 | $291K |
| Engineers Gate Manager LP | 0.00% | Add +329.4% | 63,003 | $289K |
| Nuveen, LLC | 0.00% | No change | 61,999 | $284K |
| Graham Capital Management, L.P. | 0.01% | Add +121.8% | 61,868 | $283K |
| Jane Street Group, LLC | 0.00% | Reduce -24.8% | 61,663 | $282K |
| Invesco Ltd. | 0.00% | Add +3.9% | 60,313 | $276K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 55,300 | $253K |
| Advisor OS, LLC | 0.02% | New | 52,356 | $240K |
| Truist Financial Corp. | 0.00% | No change | 49,788 | $228K |
| Gsa Capital Partners LLP | 0.01% | Add +45.5% | 44,502 | $204K |
| Victory Capital Management Inc. | 0.00% | No change | 37,474 | $172K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -52.9% | 34,784 | $159K |
| AQR Capital Management | 0.00% | Add +172.7% | 33,526 | $154K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 32,340 | $148K |
| Odyssean, LLC | 0.05% | New | 31,931 | $146K |
| Deutsche Bank AG | 0.00% | Reduce -5.1% | 29,271 | $134K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 27,831 | $127K |
| D. E. Shaw & Co. | 0.00% | New | 27,688 | $127K |
| Jackson Hole Capital Partners, LLC | 0.02% | New | 27,489 | $126K |
| Rothschild Wealth LLC | 0.01% | Reduce -84.3% | 27,307 | $125K |
| Rhumbline Advisers | 0.00% | Reduce -19.9% | 26,730 | $122K |
| T. Rowe Price Associates Inc. | 0.00% | Add +51.9% | 23,204 | $107K |
| Ellevest, Inc. | 0.01% | Reduce -59.9% | 19,634 | $90K |
| Sowell Financial Services LLC | 0.00% | New | 19,538 | $89K |
| Alliancebernstein L.P. | 0.00% | No change | 24,610 | $87K |
| Two Sigma Investments, LP | 0.00% | Reduce -37.0% | 18,033 | $83K |
| Wellington Management Group LLP | 0.00% | Reduce -25.3% | 16,547 | $76K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 16,477 | $75K |
| Sei Investments Co. | 0.00% | No change | 16,299 | $75K |
| Virtu Financial LLC | 0.00% | Reduce -13.1% | 16,246 | $74K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -12.5% | 16,029 | $73K |
| Summit Trail Advisors, LLC | 0.00% | New | 15,504 | $71K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.3% | 15,176 | $70K |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 14,792 | $69K |
| XTX Topco Ltd | 0.00% | New | 14,663 | $67K |
| Chancellor Financial Group WB LP | 0.05% | Add +23.2% | 14,602 | $67K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -69.8% | 14,430 | $66K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -36.0% | 14,224 | $65K |
| Focus Partners Wealth | 0.00% | New | 13,938 | $64K |
| Zions Bancorporation, National Association | 0.00% | New | 12,891 | $59K |
| Oxford Asset Management LLP | 0.02% | Reduce -19.4% | 12,668 | $58K |
| Michels Family Financial, LLC | 0.04% | Add +0.6% | 12,379 | $57K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 12,300 | $56K |
| LPL Financial LLC | 0.00% | Add +3.9% | 11,735 | $54K |
| Kathmere Capital Management, LLC | 0.00% | New | 11,161 | $51K |
| Vanguard Global Advisers, LLC | 0.00% | — | 11,151 | $51K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,089 | $51K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -27.4% | 10,043 | $46K |
| Barclays PLC | 0.00% | Reduce -81.1% | 9,950 | $46K |
| New York State Common Retirement Fund | 0.00% | Reduce -59.9% | 9,562 | $44K |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 7,909 | $36K |
| Equitable Holdings, Inc. | 0.00% | New | 10,000 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.9% | 7,195 | $33K |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.3% | 7,036 | $32K |
| NFSG Corp | 0.01% | No change | 6,975 | $32K |
| FMR LLC | 0.00% | Add +4.0% | 6,784 | $31K |
| State of Alaska, Department of Revenue | 0.00% | No change | 6,601 | $30K |
| Legal & General Group Plc | 0.00% | Reduce -8.9% | 2,992 | $14K |
| CoreCap Advisors, LLC | 0.00% | Add +2.5% | 2,914 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,605 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -14.6% | 2,594 | $12K |
| Bard Associates Inc. | 0.00% | Reduce -98.1% | 2,500 | $11K |
| Raffa Wealth Management, LLC | 0.00% | Add +27.1% | 2,436 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +319.6% | 1,926 | $9K |
| Cwm, LLC | 0.00% | Add +201.0% | 1,845 | $8K |
| Citigroup Inc. | 0.00% | Reduce -91.3% | 1,634 | $7K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,371 | $6K |
| GAMMA Investing LLC | 0.00% | Add +211.9% | 1,257 | $6K |
| Royal Bank of Canada | 0.00% | Reduce -31.8% | 1,088 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,009 | $5K |
"% of holder's portfolio" is EPM's weight in each manager's 13F, not the share of Evolution Petroleum Corp. the manager owns.