Evi Industries, Inc.
EVI- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000065312
No open-market purchases or sales by Evi Industries, Inc. insiders were filed in the last 90 days; 73 institutions reported holding it in 13F filings for Q2 2026, worth $61.7M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Evi Industries, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 54
- +7 vs. Q2 2023
- Shares held
- 5.19M
- +432.3K (+9.1%) vs. Q2 2023
- Total value
- $128.8M
- +$24.1M (+23.1%) vs. Q2 2023
- New holders
- 10
- 17 more added
- Sold out
- 3
- 15 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 73 | $61.7M |
| Q1 2026 | 74 | $93.5M |
| Q4 2025 | 67 | $134.1M |
| Q3 2025 | 68 | $177.7M |
| Q2 2025 | 58 | $119.0M |
| Q1 2025 | 57 | $84.4M |
| Q4 2024 | 57 | $85.9M |
| Q3 2024 | 59 | $102.1M |
| Q2 2024 | 57 | $99.3M |
| Q1 2024 | 54 | $132.0M |
| Q4 2023 | 50 | $120.7M |
| Q3 2023 | 54 | $128.8M |
| Q2 2023 | 47 | $104.6M |
| Q1 2023 | 38 | $88.8M |
| Q4 2022 | 37 | $109.2M |
| Q3 2022 | 32 | $82.2M |
| Q2 2022 | 43 | $47.7M |
| Q1 2022 | 46 | $99.9M |
| Q4 2021 | 48 | $166.1M |
| Q3 2021 | 48 | $113.8M |
| Q2 2021 | 47 | $117.8M |
| Q1 2021 | 53 | $120.4M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Evi Industries, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gemmer Asset Management LLC | 1,022,495 | $25.4M | 3.44% | 00.0% | Unchanged |
| Royce & Associates LP | 774,472 | $19.2M | 0.20% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 641,851 | $15.9M | 0.27% | −6,030−0.9% | Reduced |
| Swedbank AB | 360,000 | $8.94M | 0.02% | +179,055+99.0% | Added |
| Broadcrest Asset Management, LLC | 338,000 | $8.39M | 9.02% | +338,000 | New |
| Vanguard Group Inc | 262,779 | $6.52M | 0.00% | +679+0.3% | Added |
| BlackRock Inc. | 253,762 | $6.30M | 0.00% | +14,047+5.9% | Added |
| ArrowMark Colorado Holdings LLC | 247,374 | $6.14M | 0.07% | −65,490−20.9% | Reduced |
| Empire Life Investments Inc. | 246,993 | $6.13M | 0.45% | −1,945−0.8% | Reduced |
| Raymond James & Associates | 185,355 | $4.60M | 0.00% | −1,610−0.9% | Reduced |
| Captrust Financial Advisors | 145,526 | $3.61M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 98,623 | $2.45M | 0.00% | +5,104+5.5% | Added |
| Dimensional Fund Advisors LP | 94,600 | $2.35M | 0.00% | +6,948+7.9% | Added |
| State Street Corp | 81,054 | $2.01M | 0.00% | −539−0.7% | Reduced |
| Mendota Financial Group, LLC | 70,207 | $1.74M | 1.82% | 00.0% | Unchanged |
| Northern Trust Corp | 48,588 | $1.21M | 0.00% | −159−0.3% | Reduced |
| Comerica Bank | 42,875 | $1.06M | 0.01% | +42,875 | New |
| Natixis Advisors, L.P. | 33,256 | $825.0K | 0.00% | +1,288+4.0% | Added |
| Morgan Stanley | 32,369 | $803.4K | 0.00% | +96+0.3% | Added |
| Heritage Investors Management Corp | 30,326 | $753.0K | 0.03% | −10.0% | Reduced |
| Anchor Capital Advisors LLC | 25,974 | $644.7K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,492 | $483.8K | 0.00% | −2,964−13.2% | Reduced |
| Charles Schwab Investment Management Inc | 14,576 | $361.8K | 0.00% | +971+7.1% | Added |
| Bank of New York Mellon Corp | 13,849 | $343.7K | 0.00% | +187+1.4% | Added |
| Invesco Ltd. | 11,174 | $277.3K | 0.00% | +11,174 | New |
| Two Sigma Investments, LP | 11,056 | $274.4K | 0.00% | +11,056 | New |
| Citadel Advisors LLC | 10,325 | $256.3K | 0.00% | −8,137−44.1% | Reduced |
| Bard Associates Inc | 8,600 | $213.5K | 0.09% | +8,600 | New |
| Denali Advisors LLC | 8,400 | $208.5K | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,103 | $201.1K | 0.01% | +8,103 | New |
| Royal Bank of Canada | 7,403 | $184.0K | 0.00% | +1,392+23.2% | Added |
| Bank of America Corp | 5,124 | $127.2K | 0.00% | +3,039+145.8% | Added |
| Rhumbline Advisers | 4,238 | $105.2K | 0.00% | +265+6.7% | Added |
| New York State Common Retirement Fund | 4,126 | $102.4K | 0.00% | +26+0.6% | Added |
| UBS Group AG | 3,926 | $97.4K | 0.00% | −347−8.1% | Reduced |
| BNP Paribas Arbitrage, SA | 3,916 | $97.2K | 0.00% | +1,866+91.0% | Added |
| JPMorgan Chase & Co | 3,159 | $78.4K | 0.00% | −706−18.3% | Reduced |
| MetLife Investment Management | 2,530 | $62.8K | 0.00% | +2,530 | New |
| American International Group, Inc. | 2,368 | $58.8K | 0.00% | +85+3.7% | Added |
| Lazard Asset Management LLC | 2,116 | $52.0K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,875 | $46.5K | 0.02% | +1,875 | New |
| Advisor Group Holdings, Inc. | 1,060 | $26.3K | 0.00% | −67−5.9% | Reduced |
| California State Teachers Retirement System | 1,047 | $26.0K | 0.00% | −531−33.7% | Reduced |
| Barclays PLC | 871 | $21.6K | 0.00% | −77−8.1% | Reduced |
| Amalgamated Bank | 676 | $17.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 542 | $13.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 396 | $9.83K | 0.00% | +396 | New |
| Tower Research Capital LLC (TRC) | 393 | $9.75K | 0.00% | +269+216.9% | Added |
| Ameritas Investment Partners, Inc. | 392 | $9.73K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $7.45K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 279 | $6.92K | 0.00% | +279 | New |
| Hanseatic Management Services Inc | 232 | $5.76K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 26 | $645 | 0.00% | +17+188.9% | Added |
| Citigroup Inc | 2 | $50 | 0.00% | −1,410−99.9% | Reduced |
| Conifer Management, L.L.C. | 0 | $0 | 0.00% | −116,341−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |