EVOLUTION PETROLEUM CORP (EPM) — Institutional Holders, Q2 2026
118 institutional investment managers reported a EPM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $66.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EPM in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AQR CAPITAL MANAGEMENTAdded · +342,166 sh+$1.3M
- GEODE CAPITAL MANAGEMENTAdded · +107,342 sh+$395.0K
- Quantinno Capital ManagementAdded · +105,080 sh+$386.7K
- CWA Asset Management GroupAdded · +96,475 sh+$355.0K
- RENAISSANCE TECHNOLOGIESAdded · +76,917 sh+$283.1K
Biggest sellers
- CITADEL ADVISORSTrimmed · -277,228 sh-$1.0M
- Point72 Asset Management, L.P.Sold out · -167,761 sh-$617.4K
- GOLDMAN SACHS GROUPTrimmed · -121,110 sh-$445.7K
- MILLENNIUM MANAGEMENTSold out · -87,835 sh-$323.2K
- JANE STREET GROUPSold out · -61,663 sh-$226.9K
EPM 13F holders ranked 1–100 of 118
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 2,416,712 sh | 2,416,712 | $8.9M | <0.01% | +2.2% |
| 2 | WealthTrust Axiom#2 · 2,212,619 sh | 2,212,619 | $8.1M | 1.82% | +3.6% |
| 3 | DIMENSIONAL FUND ADVISORS#3 · 1,488,715 sh | 1,488,715 | $5.5M | <0.01% | +2.4% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 1,272,857 sh | 1,272,857 | $4.7M | <0.01% | +2.0% |
| 5 | AMERICAN CENTURY COMPANIES#5 · 1,075,062 sh | 1,075,062 | $4.0M | <0.01% | -0.9% |
| 6 | RENAISSANCE TECHNOLOGIES#6 · 1,029,814 sh | 1,029,814 | $3.8M | <0.01% | +8.1% |
| 7 | RAYMOND JAMES FINANCIAL#7 · 996,428 sh | 996,428 | $3.7M | <0.01% | -3.2% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 885,707 sh | 885,707 | $3.3M | <0.01% | +13.8% |
| 9 | CWA Asset Management Group#9 · 805,762 sh | 805,762 | $3.0M | — | +13.6% |
| 10 | STATE STREET#10 · 691,691 sh | 691,691 | $2.5M | <0.01% | -0.1% |
| 11 | MORGAN STANLEY#11 · 637,694 sh | 637,694 | $2.3M | <0.01% | -2.1% |
| 12 | North Star Investment Management#12 · 431,388 sh | 431,388 | $1.6M | 0.09% | 0.0% |
| 13 | AQR CAPITAL MANAGEMENT#13 · 375,692 sh | 375,692 | $1.4M | <0.01% | +1020.6% |
| 14 | Register Financial Advisors#14 · 338,176 sh | 338,176 | $1.2M | — | +0.4% |
| 15 | NORTHERN#15 · 265,468 sh | 265,468 | $976.9K | <0.01% | -14.0% |
| 16 | VANGUARD FIDUCIARY#16 · 225,493 sh | 225,493 | $829.8K | <0.01% | +8.1% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT#17 · 222,300 sh | 222,300 | $818.1K | 0.00% | +18.7% |
| 18 | Quantinno Capital Management#18 · 171,610 sh | 171,610 | $631.5K | <0.01% | +157.9% |
| 19 | GOLDMAN SACHS GROUP#19 · 164,526 sh | 164,526 | $605.5K | <0.01% | -42.4% |
| 20 | UBS Group AG#20 · 158,947 sh | 158,947 | $584.9K | <0.01% | -19.9% |
| 21 | Castleview Partners#21 · 115,393 sh | 115,393 | $424.6K | — | +21.1% |
| 22 | WELLS FARGO & COMPANY#22 · 111,648 sh | 111,648 | $410.9K | <0.01% | +64.7% |
| 23 | O'SHAUGHNESSY ASSET MANAGEMENT#23 · 106,842 sh | 106,842 | $393.2K | <0.01% | -13.8% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 98,676 sh | 98,676 | $363.1K | 0.00% | +11.1% |
| 25 | Schonfeld Strategic Advisors#25 · 91,173 sh | 91,173 | $335.5K | <0.01% | +162.1% |
| 26 | RITHOLTZ WEALTH MANAGEMENT#26 · 84,817 sh | 84,817 | $312.1K | <0.01% | -35.5% |
| 27 | Bank of New York Mellon#27 · 84,796 sh | 84,796 | $312.0K | <0.01% | -0.9% |
| 28 | BANK OF AMERICA#28 · 63,830 sh | 63,830 | $234.9K | 0.00% | -10.2% |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#29 · 63,157 sh | 63,157 | $232.4K | 0.00% | -0.8% |
| 30 | Nuveen#30 · 61,999 sh | 61,999 | $228.2K | <0.01% | 0.0% |
| 31 | BRIDGEWAY CAPITAL MANAGEMENT#31 · 55,300 sh | 55,300 | $203.5K | <0.01% | 0.0% |
| 32 | Connor, Clark & Lunn Investment Management Ltd.#32 · 53,850 sh | 53,850 | $198.2K | <0.01% | +66.5% |
| 33 | Invesco Ltd.#33 · 52,282 sh | 52,282 | $192.4K | 0.00% | -13.3% |
| 34 | Advisor OS#34 · 51,463 sh | 51,463 | $189.4K | 0.01% | -1.7% |
| 35 | TRUIST FINANCIAL#35 · 49,788 sh | 49,788 | $183.2K | <0.01% | 0.0% |
| 36 | CITADEL ADVISORS#36 · 48,677 sh | 48,677 | $179.1K | 0.00% | -85.1% |
| 37 | FMR#37 · 48,366 sh | 48,366 | $178.0K | 0.00% | +612.9% |
| 38 | D. E. Shaw#38 · 46,464 sh | 46,464 | $171.0K | <0.01% | +67.8% |
| 39 | MERCER GLOBAL ADVISORS#39 · 43,250 sh | 43,250 | $159.2K | <0.01% | +204.1% |
| 40 | ALLIANCEBERNSTEIN L.P.#40 · 31,610 sh | 31,610 | $144.8K | 0.00% | +28.4% |
| 41 | Russell Investments Group, Ltd.#41 · 37,803 sh | 37,803 | $139.1K | <0.01% | +162.0% |
| 42 | Ethic#42 · 37,539 sh | 37,539 | $138.1K | <0.01% | -52.1% |
| 43 | VICTORY CAPITAL MANAGEMENT#43 · 34,137 sh | 34,137 | $125.6K | <0.01% | -8.9% |
| 44 | DEUTSCHE BANK AG\#44 · 33,287 sh | 33,287 | $122.5K | 0.00% | +13.7% |
| 45 | OCCUDO QUANTITATIVE STRATEGIES#45 · 32,203 sh | 32,203 | $118.5K | <0.01% | New |
| 46 | Abel Hall#46 · 31,278 sh | 31,278 | $115.1K | — | New |
| 47 | Vanguard Personalized Indexing Management#47 · 30,715 sh | 30,715 | $113.0K | <0.01% | +10.4% |
| 48 | Sentinus#48 · 26,739 sh | 26,739 | $98.4K | <0.01% | -2.1% |
| 49 | Graham Capital Management, L.P.#49 · 26,387 sh | 26,387 | $97.1K | <0.01% | -57.3% |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES#50 · 26,231 sh | 26,231 | $95.2K | — | New |
| 51 | RHUMBLINE ADVISERS#51 · 24,714 sh | 24,714 | $90.9K | <0.01% | -7.5% |
| 52 | Lido Advisors#52 · 23,787 sh | 23,787 | $87.5K | <0.01% | New |
| 53 | PRICE T ROWE ASSOCIATES#53 · 23,204 sh | 23,204 | $86.0K | 0.00% | 0.0% |
| 54 | IEQ CAPITAL#54 · 23,159 sh | 23,159 | $85.2K | <0.01% | New |
| 55 | CITIGROUP#55 · 21,233 sh | 21,233 | $78.1K | 0.00% | +1199.4% |
| 56 | Engineers Gate Manager#56 · 20,198 sh | 20,198 | $74.3K | <0.01% | -67.9% |
| 57 | Equitable#57 · 20,000 sh | 20,000 | $73.6K | <0.01% | +100.0% |
| 58 | WELLINGTON MANAGEMENT GROUP LLP#58 · 19,783 sh | 19,783 | $72.8K | 0.00% | +19.6% |
| 59 | Campbell & Investment Adviser#59 · 18,238 sh | 18,238 | $67.1K | <0.01% | New |
| 60 | Dynamic Technology Lab Private Ltd#60 · 16,541 sh | 16,541 | $61.0K | 0.01% | New |
| 61 | SEI INVESTMENTS#61 · 16,299 sh | 16,299 | $60.0K | <0.01% | 0.0% |
| 62 | Summit Trail Advisors#62 · 15,971 sh | 15,971 | $58.8K | <0.01% | +3.0% |
| 63 | Mariner#63 · 15,895 sh | 15,895 | $58.5K | <0.01% | New |
| 64 | JPMORGAN CHASE#64 · 15,286 sh | 15,286 | $56.9K | 0.00% | +3.3% |
| 65 | MIRAE ASSET GLOBAL ETFS Ltd.#65 · 14,806 sh | 14,806 | $54.5K | <0.01% | -2.4% |
| 66 | Chancellor Financial Group WB#66 · 14,602 sh | 14,602 | $53.7K | 0.03% | 0.0% |
| 67 | Michels Family Financial#67 · 12,458 sh | 12,458 | $45.8K | 0.03% | +0.6% |
| 68 | Cambridge Investment Research Advisors#68 · 12,300 sh | 12,300 | $45.0K | <0.01% | 0.0% |
| 69 | XTX Topco Ltd#69 · 11,671 sh | 11,671 | $42.9K | <0.01% | -20.4% |
| 70 | Vanguard Global Advisers#70 · 11,151 sh | 11,151 | $41.0K | 0.00% | 0.0% |
| 71 | Police & Firemen's Retirement System of New Jersey#71 · 11,089 sh | 11,089 | $40.8K | <0.01% | 0.0% |
| 72 | CAPTRUST FINANCIAL ADVISORS#72 · 11,024 sh | 11,024 | $40.6K | <0.01% | New |
| 73 | Private Advisor Group#73 · 10,018 sh | 10,018 | $36.9K | <0.01% | New |
| 74 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#74 · 9,737 sh | 9,737 | $35.8K | <0.01% | -24.5% |
| 75 | NEW YORK STATE COMMON RETIREMENT FUND#75 · 9,562 sh | 9,562 | $35.2K | 0.00% | 0.0% |
| 76 | BARCLAYS PLC#76 · 9,017 sh | 9,017 | $33.2K | 0.00% | -9.4% |
| 77 | SRS Capital Advisors#77 · 8,628 sh | 8,628 | $31.8K | <0.01% | +2316.8% |
| 78 | OSAIC#78 · 8,069 sh | 8,069 | $29.7K | 0.00% | +2.0% |
| 79 | PNC FINANCIAL SERVICES GROUP#79 · 8,034 sh | 8,034 | $29.6K | 0.00% | +11.7% |
| 80 | BNP PARIBAS FINANCIAL MARKETS#80 · 7,619 sh | 7,619 | $28.0K | 0.00% | +8.3% |
| 81 | Newbridge Financial Services Group#81 · 6,975 sh | 6,975 | $25.7K | — | 0.0% |
| 82 | State of Alaska, Department of Revenue#82 · 6,601 sh | 6,601 | $24.0K | — | 0.0% |
| 83 | NISA INVESTMENT ADVISORS#83 · 5,727 sh | 5,727 | $21.1K | — | New |
| 84 | Tower Research Capital (TRC)#84 · 4,132 sh | 4,132 | $15.2K | <0.01% | +59.3% |
| 85 | CoreCap Advisors#85 · 3,009 sh | 3,009 | $11.1K | — | +3.3% |
| 86 | Legal & General Group Plc#86 · 2,992 sh | 2,992 | $11.0K | 0.00% | 0.0% |
| 87 | Ameritas Investment Partners#87 · 2,605 sh | 2,605 | $9.6K | <0.01% | 0.0% |
| 88 | BARD ASSOCIATES#88 · 2,500 sh | 2,500 | $9.2K | <0.01% | 0.0% |
| 89 | Integrated Wealth Concepts#89 · 2,262 sh | 2,262 | $8.3K | 0.00% | New |
| 90 | Smartleaf Asset Management#90 · 1,926 sh | 1,926 | $7.2K | <0.01% | 0.0% |
| 91 | Allworth Financial#91 · 1,589 sh | 1,589 | $5.8K | 0.00% | +69.6% |
| 92 | JONES FINANCIAL COMPANIES LLLP#92 · 1,371 sh | 1,371 | $5.2K | 0.00% | 0.0% |
| 93 | RAFFA WEALTH MANAGEMENT#93 · 1,350 sh | 1,350 | $5.0K | <0.01% | -44.6% |
| 94 | GAMMA Investing#94 · 1,222 sh | 1,222 | $4.5K | — | -2.8% |
| 95 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#95 · 1,009 sh | 1,009 | $3.7K | 0.00% | 0.0% |
| 96 | ROYAL BANK OF CANADA#96 · 941 sh | 941 | $3.0K | 0.00% | -13.5% |
| 97 | HARBOR CAPITAL ADVISORS#97 · 862 sh | 862 | $3.0K | — | +131.7% |
| 98 | Essential Partners#98 · 598 sh | 598 | $2.2K | — | +522.9% |
| 99 | EverSource Wealth Advisors#99 · 494 sh | 494 | $1.8K | <0.01% | -69.8% |
| 100 | Golden State Wealth Management#100 · 368 sh | 368 | $1.4K | <0.01% | 0.0% |
Funds that sold out of EPM in Q2 2026 (19)
Held EPM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Point72 Asset Management, L.P.167,761 sh | 167,761 | $768.3K |
| MILLENNIUM MANAGEMENT87,835 sh | 87,835 | $402.3K |
| JANE STREET GROUP61,663 sh | 61,663 | $282.4K |
| GSA CAPITAL PARTNERS LLP44,502 sh | 44,502 | $204.0K |
| Odyssean31,931 sh | 31,931 | $146.2K |
| Ellevest19,634 sh | 19,634 | $89.9K |
| Sowell Financial Services19,538 sh | 19,538 | $89.5K |
| TWO SIGMA INVESTMENTS18,033 sh | 18,033 | $82.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP16,477 sh | 16,477 | $75.5K |
| Virtu Financial16,246 sh | 16,246 | $74.0K |
| COLDSTREAM CAPITAL MANAGEMENT16,029 sh | 16,029 | $73.4K |
| Focus Partners Wealth13,938 sh | 13,938 | $63.8K |
| OXFORD ASSET MANAGEMENT LLP12,668 sh | 12,668 | $58.0K |
| LPL Financial11,735 sh | 11,735 | $53.7K |
| Kathmere Capital Management11,161 sh | 11,161 | $51.1K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE10,043 sh | 10,043 | $46.0K |
| Legacy Wealth Managment73 sh | 73 | $335.00 |
| Root Financial Partners54 sh | 54 | $247.00 |
| MAI Capital Management6 sh | 6 | $28.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.