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, Q4 2023
Institutional positions in Evi Industries, Inc. as of Dec 31, 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
- 50
- −4 vs. Q3 2023
- Shares held
- 5.09M
- −103.5K (−2.0%) vs. Q3 2023
- Total value
- $120.7M
- −$8.11M (−6.3%) vs. Q3 2023
- New holders
- 3
- 19 more added
- Sold out
- 7
- 18 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Evi Industries, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gemmer Asset Management LLC | 1,022,495 | $24.3M | 2.99% | 00.0% | Unchanged |
| Royce & Associates LP | 774,472 | $18.4M | 0.17% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 607,041 | $14.4M | 0.22% | −34,810−5.4% | Reduced |
| Swedbank AB | 360,000 | $8.54M | 0.01% | 00.0% | Unchanged |
| Broadcrest Asset Management, LLC | 338,000 | $8.02M | 7.25% | 00.0% | Unchanged |
| BlackRock Inc. | 272,788 | $6.47M | 0.00% | +19,026+7.5% | Added |
| Vanguard Group Inc | 266,621 | $6.33M | 0.00% | +3,842+1.5% | Added |
| Empire Life Investments Inc. | 247,317 | $5.87M | 0.38% | +324+0.1% | Added |
| Raymond James & Associates | 184,197 | $4.37M | 0.00% | −1,158−0.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 174,922 | $4.15M | 0.05% | −72,452−29.3% | Reduced |
| Captrust Financial Advisors | 144,135 | $3.42M | 0.01% | −1,391−1.0% | Reduced |
| Geode Capital Management, LLC | 105,205 | $2.50M | 0.00% | +6,582+6.7% | Added |
| Dimensional Fund Advisors LP | 94,600 | $2.24M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 83,476 | $1.98M | 0.00% | +2,422+3.0% | Added |
| Mendota Financial Group, LLC | 55,337 | $1.31M | 1.02% | −14,870−21.2% | Reduced |
| Northern Trust Corp | 48,598 | $1.15M | 0.00% | +100.0% | Added |
| Comerica Bank | 47,525 | $1.13M | 0.01% | +4,650+10.8% | Added |
| Natixis Advisors, L.P. | 32,432 | $769.0K | 0.00% | −824−2.5% | Reduced |
| Heritage Investors Management Corp | 27,594 | $655.0K | 0.02% | −2,732−9.0% | Reduced |
| Citadel Advisors LLC | 23,675 | $561.8K | 0.00% | +13,350+129.3% | Added |
| Wells Fargo & Company | 18,980 | $450.4K | 0.00% | −512−2.6% | Reduced |
| Bank of New York Mellon Corp | 18,586 | $441.0K | 0.00% | +4,737+34.2% | Added |
| Charles Schwab Investment Management Inc | 13,569 | $322.0K | 0.00% | −1,007−6.9% | Reduced |
| Two Sigma Investments, LP | 13,214 | $313.6K | 0.00% | +2,158+19.5% | Added |
| Pathstone Holdings, LLC | 11,338 | $269.1K | 0.00% | +11,338 | New |
| Renaissance Technologies LLC | 11,165 | $265.0K | 0.00% | +11,165 | New |
| Carmel Capital Partners, LLC | 11,060 | $262.5K | 0.13% | +9,185+489.9% | Added |
| Morgan Stanley | 9,730 | $230.9K | 0.00% | −22,639−69.9% | Reduced |
| Bard Associates Inc | 8,600 | $204.1K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,431 | $200.0K | 0.00% | +1,028+13.9% | Added |
| Bank of America Corp | 8,251 | $195.8K | 0.00% | +3,127+61.0% | Added |
| Denali Advisors LLC | 6,700 | $159.0K | 0.05% | −1,700−20.2% | Reduced |
| UBS Group AG | 6,649 | $157.8K | 0.00% | +2,723+69.4% | Added |
| Barclays PLC | 6,567 | $155.8K | 0.00% | +5,696+654.0% | Added |
| JPMorgan Chase & Co | 4,785 | $113.5K | 0.00% | +1,626+51.5% | Added |
| Rhumbline Advisers | 4,137 | $98.2K | 0.00% | −101−2.4% | Reduced |
| BNP Paribas Arbitrage, SA | 3,396 | $80.6K | 0.00% | −520−13.3% | Reduced |
| American International Group, Inc. | 2,357 | $55.9K | 0.00% | −11−0.5% | Reduced |
| New York State Common Retirement Fund | 2,243 | $53.2K | 0.00% | −1,883−45.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,060 | $25.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 781 | $18.5K | 0.00% | −266−25.4% | Reduced |
| Citigroup Inc | 689 | $16.4K | 0.00% | +687+34,350.0% | Added |
| Amalgamated Bank | 628 | $15.0K | 0.00% | −48−7.1% | Reduced |
| Tower Research Capital LLC (TRC) | 610 | $14.5K | 0.00% | +217+55.2% | Added |
| Legal & General Group Plc | 542 | $12.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 430 | $10.2K | 0.00% | +34+8.6% | Added |
| Ameritas Investment Partners, Inc. | 392 | $9.30K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 232 | $5.50K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 25 | $593 | 0.00% | +25 | New |
| FMR LLC | 19 | $451 | 0.00% | −7−26.9% | Reduced |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −25,974−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −11,174−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −8,103−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −2,530−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,116−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −279−100.0% | Sold out |