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