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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $50 | 0.00% | −1,410−99.9% | Reduced |
| FMR LLC | 26 | $645 | 0.00% | +17+188.9% | Added |
| Hanseatic Management Services Inc | 232 | $5.76K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 279 | $6.92K | 0.00% | +279 | New |
| Glen Eagle Advisors, LLC | 300 | $7.45K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 392 | $9.73K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 393 | $9.75K | 0.00% | +269+216.9% | Added |
| Deutsche Bank AG | 396 | $9.83K | 0.00% | +396 | New |
| Legal & General Group Plc | 542 | $13.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 676 | $17.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 871 | $21.6K | 0.00% | −77−8.1% | Reduced |
| California State Teachers Retirement System | 1,047 | $26.0K | 0.00% | −531−33.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,060 | $26.3K | 0.00% | −67−5.9% | Reduced |
| Carmel Capital Partners, LLC | 1,875 | $46.5K | 0.02% | +1,875 | New |
| Lazard Asset Management LLC | 2,116 | $52.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,368 | $58.8K | 0.00% | +85+3.7% | Added |
| MetLife Investment Management | 2,530 | $62.8K | 0.00% | +2,530 | New |
| JPMorgan Chase & Co | 3,159 | $78.4K | 0.00% | −706−18.3% | Reduced |
| BNP Paribas Arbitrage, SA | 3,916 | $97.2K | 0.00% | +1,866+91.0% | Added |
| UBS Group AG | 3,926 | $97.4K | 0.00% | −347−8.1% | Reduced |
| New York State Common Retirement Fund | 4,126 | $102.4K | 0.00% | +26+0.6% | Added |
| Rhumbline Advisers | 4,238 | $105.2K | 0.00% | +265+6.7% | Added |
| Bank of America Corp | 5,124 | $127.2K | 0.00% | +3,039+145.8% | Added |
| Royal Bank of Canada | 7,403 | $184.0K | 0.00% | +1,392+23.2% | Added |
| Raymond James Trust N.A. | 8,103 | $201.1K | 0.01% | +8,103 | New |
| Denali Advisors LLC | 8,400 | $208.5K | 0.07% | 00.0% | Unchanged |
| Bard Associates Inc | 8,600 | $213.5K | 0.09% | +8,600 | New |
| Citadel Advisors LLC | 10,325 | $256.3K | 0.00% | −8,137−44.1% | Reduced |
| Two Sigma Investments, LP | 11,056 | $274.4K | 0.00% | +11,056 | New |
| Invesco Ltd. | 11,174 | $277.3K | 0.00% | +11,174 | New |
| Bank of New York Mellon Corp | 13,849 | $343.7K | 0.00% | +187+1.4% | Added |
| Charles Schwab Investment Management Inc | 14,576 | $361.8K | 0.00% | +971+7.1% | Added |
| Wells Fargo & Company | 19,492 | $483.8K | 0.00% | −2,964−13.2% | Reduced |
| Anchor Capital Advisors LLC | 25,974 | $644.7K | 0.02% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 30,326 | $753.0K | 0.03% | −10.0% | Reduced |
| Morgan Stanley | 32,369 | $803.4K | 0.00% | +96+0.3% | Added |
| Natixis Advisors, L.P. | 33,256 | $825.0K | 0.00% | +1,288+4.0% | Added |
| Comerica Bank | 42,875 | $1.06M | 0.01% | +42,875 | New |
| Northern Trust Corp | 48,588 | $1.21M | 0.00% | −159−0.3% | Reduced |
| Mendota Financial Group, LLC | 70,207 | $1.74M | 1.82% | 00.0% | Unchanged |
| State Street Corp | 81,054 | $2.01M | 0.00% | −539−0.7% | Reduced |
| Dimensional Fund Advisors LP | 94,600 | $2.35M | 0.00% | +6,948+7.9% | Added |
| Geode Capital Management, LLC | 98,623 | $2.45M | 0.00% | +5,104+5.5% | Added |
| Captrust Financial Advisors | 145,526 | $3.61M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 185,355 | $4.60M | 0.00% | −1,610−0.9% | Reduced |
| Empire Life Investments Inc. | 246,993 | $6.13M | 0.45% | −1,945−0.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 247,374 | $6.14M | 0.07% | −65,490−20.9% | Reduced |
| BlackRock Inc. | 253,762 | $6.30M | 0.00% | +14,047+5.9% | Added |
| Vanguard Group Inc | 262,779 | $6.52M | 0.00% | +679+0.3% | Added |
| Broadcrest Asset Management, LLC | 338,000 | $8.39M | 9.02% | +338,000 | New |
| Swedbank AB | 360,000 | $8.94M | 0.02% | +179,055+99.0% | Added |
| Conestoga Capital Advisors, LLC | 641,851 | $15.9M | 0.27% | −6,030−0.9% | Reduced |
| Royce & Associates LP | 774,472 | $19.2M | 0.20% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,022,495 | $25.4M | 3.44% | 00.0% | Unchanged |
| 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 |